Success stories from our global customers

Learn how leading teams use Cassidy to automate their workflows to save thousands of hours of work and unlock new growth for their business.

Outsized results
for companies of all sizes

4,800,000

workflow automations run in Cassidy in the last quarter

100+

SaaS point solutions consolidated into Cassidy

20,000

companies & teams with 1,000+ employees trust Cassidy

Trusted by global executives
at leading organizations

"Cassidy allows us to be much more proactive in addressing critical customer complaints — automatically escalating issues to a manager who can solve customer problems quickly."

Exequiel
Customer Ops Director at Rvezy

“I never thought I’d be able to automate responding to our RFPs until I found Cassidy. It was incredibly easy to connect my tools, and helps us respond 5x faster to customers so we can close more deals.”

Aaron
Head of Sales at Lexer

Cassidy’s real-time context allowed us to finally implement AI automations across our marketing, HR, and sales teams."

Clarissa
Head of Sales at Lexer

"Across the board, our team is obsessed with using Cassidy as a copilot to refine solutions, research industry insights, streamline knowledge transfer across teams and find creative ways to automate the day-to-day monotonous tasks"

Garrett
Managing Director at e78

"Cassidy makes it easy for us to get our employees exactly the information they need — right when they need it."

Andreas
Creative Director at Gullers Group

"I would recommend Cassidy. We looked at other tools, but none made it this accessible. It’s proven itself across multiple departments, and it’s done it in a way that’s effective and easy to use."

Warren
Chief Product Officer at FrankieOne
Enterprise-level security
HIPAA
SOC 2 Type II
GDPR
CASA

The security-first AI platform

Single Sign-On (SSO)
capability
Supports enterprise Single Sign-On (SSO) providers to ensure secure and centralized user authentication.
SOC 2 Type II
compliant
Cassidy has achieved SOC 2 Type II compliance, demonstrating our adherence to user and workspace security.
Advanced user-level
permissions
Configure your workspace to have restricted permissions to data depending on user level.
GDPR & HIPAA compliant, CASA certified
Cassidy adheres to the GDPR and HIPAA compliance regulations alongside being CASA Certified, with advanced security for user privacy
Enterprise-level
data security
Our security infrastructure includes row-level security and granular access control, protecting against unauthorized access.
No model
training
Unlike ChatGPT and other platforms, we never use your private data to re-train models.

FAQ

Have a question? Here are the answers to our most frequently asked questions. If you don’t find what you’re looking for make sure to contact us.
How secure is my data with Cassidy?

Cassidy is enterprise-grade secure. All data is encrypted in transit and at rest, and we’re SOC 2 Type II compliant. Most importantly, your data is never used to train AI models. If your team is using AI, Cassidy is the safest way to do it—trusted by security-conscious teams in finance, healthcare, and government.

What AI models does Cassidy support?

Cassidy supports all major large language models, including OpenAI’s GPT-4, Anthropic’s Claude, Google’s Gemini, and more. Each model has unique strengths—Cassidy lets you choose the right one for your use case, or route tasks dynamically with a model-agnostic approach.

What can I automate with Cassidy?

Cassidy lets your team build AI-powered automations for almost any task—without writing code or waiting on IT. From AI assistants to complex end-to-end workflows, Cassidy gives you the flexibility to automate whatever your business needs.

What tools does Cassidy connect to?

Cassidy integrates with hundreds of tools across your stack. That includes CRMs like Salesforce and HubSpot, support platforms like Intercom and Front, data warehouses, internal APIs, and more.

What kinds of companies use Cassidy?

Cassidy is used by startups, mid-market leaders, and Fortune 100 enterprises alike. Whether you’re just starting out or running global operations, Cassidy scales with your business and security requirements.

How is Cassidy different from other AI tools?

Most tools give you a chatbot. Cassidy gives you a platform. With deep business context, powerful automations, model flexibility, and enterprise-grade security, Cassidy helps teams actually get work done with AI—not just chat with it.

Unlock a new era of AI automations

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