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Cassidy Enterprise

AI that scales with your organization

Cassidy gives your teams the AI they need to move faster, with the governance and support IT needs to roll it out confidently.
Case study

How OneDigital Became the First 6,000-Person AI-Native Company

Learn more
60%+
Firmwide adoption
(Weekly Active Users)
6,000
Employees onboarded
‍
"What we've always cared about is giving our people the ability to do great work — and the Cassidy team understood that from the start. They helped us take decades of experience from people like Shelley and Scott and turn it into something the next person who joins the team can tap into on day one."
Robin Singhvi, Director of AI Programs, OneDigital
OneDigital case study - AI adoption success story

Governance and control at every level

The controls IT needs to move fast without losing oversight.

Connect your identity provider

Centralized authentication through Okta, Azure AD, Google Workspace, or any SAML 2.0 provider. Users sign in with existing credentials. No new passwords.
Single sign-on identity provider options available in Cassidy Enterprise.
Single Sign-On

Custom roles that mirror your org

Define who can build, who can use, and who can manage. Create custom roles and groups that match your team structure. Row-level security ensures users only see data they're authorized to access.
Roles and Members settings for managing user access in Cassidy Enterprise.
Role-Based Access

Guardrails that apply everywhere

Set global instructions that every Agent and Workflow follows. Define topics to avoid, required disclaimers, compliance language, and brand guidelines. One place to manage, org-wide enforcement.
Organization instructions editor for configuring company-wide AI guidance.
Org-Wide Instructions

Control how long data is stored

Set retention policies per Agent or Workflow. Conversation data, run history, and logs automatically deleted after your defined period. Meet compliance requirements without manual cleanup.
Data retention settings for selecting how long Cassidy stores conversations.
Data Retention

Full traceability for compliance

Every action logged with timestamp, user, and context. Track who built what, who accessed what, and when. Export logs for audits. Complete visibility for security and compliance teams.
Audit log showing user activity and events across a Cassidy organization.
Audit Logging

Built for org-wide adoption

The controls IT needs to move fast without losing oversight.
Skills
Skills library showing reusable instructions available to Cassidy Agents.
Reusable playbooks the whole org can discover
Build once, distribute everywhere. Improve a Skill once and everyone gets the update.
Version Control
Version history showing past changes to a Cassidy Skill.
Test and iterate with confidence
Draft changes, compare versions, roll back if needed. Teams can experiment without breaking what works.
Deployments
Cassidy Enterprise workspace for managing organization-wide AI operations.
Meet your team where they work
Deploy Agents into Slack, Teams, Chrome, Outlook, Gmail, or embed on internal sites.
Document Verification
Document verification settings for reviewing Cassidy-generated content.
Keep AI grounded in trusted information
Flag outdated content, verify sources, notify owners. AI never acts on stale docs.
Analytics dashboard showing Cassidy usage across an organization.
Data analytics

See how your team is using AI

Track adoption across the org. See which Agents and Workflows drive the most value, identify power users, and spot opportunities to expand.
Usage metrics by team, role, and individual
Agent and Workflow performance over time
User feedback and satisfaction signals
Model agnostic

A team dedicated to your success

We bring the platform and the people to help you get real value from AI.
Dedicated AI Expert
A named expert who learns your business and helps design Agents that deliver results
White-Glove Onboarding
We build your first Agents alongside you, not just hand you documentation
Managed Builds
Our solutions team handles complex Workflows from design to deployment
Prompt Engineering Workshops
Hands-on training so your team builds and optimizes Agents themselves
Priority Support
Private Slack channel with direct access to our team
Quarterly Business Reviews
Strategic check-ins to review adoption and plan next steps
Andrew Boylan, Rise (a Quad agency)

Secure, governed, and ready for enterprise

Cassidy supports enterprise security, privacy, and governance requirements, with controls for identity, access, data protection, and organizational oversight.
SOC 2 type II
Attested
GDPR
Compliant
HIPAA
Compliant
CASA
Validated
No model training on your data
Your information stays private and is never
used for training
Single sign-on (SSO)
Connect your identity provider for secure,
centralized access
Advanced RBAC user permissions
Fine-grained control over access across
teams and roles
Advanced data security
Row-level security and granular access controls protect against unauthorized access
Choose your model
Select from leading models from OpenAI,
Anthropic, and Google
Organization-wide instructions
Set guardrails and rules that apply across every Agent and Workflow

FAQ

Find answers to common questions about the platform, security, and getting started. Still have questions? Talk to our team!
I have more questions.

Book a demo with our team—we’ll walk you through exactly how Cassidy works for your business.

How do we measure impact?

You’ll receive monthly ROI reports, usage analytics, and QBRs to track adoption and prove the value of your key workflows.

What is an AI Implementation Expert?

A Cassidy team member assigned to your account to help build workflows, surface new use cases, and ensure your rollout is successful.

How long does rollout take?

Most teams have their first live workflows running within the first week. Your Implementation Expert will guide setup and ensure early success.

What kind of support does Cassidy offer?

You’ll be staffed with a dedicated AI Implementation Expert—someone focused on ensuring success by helping your team build workflows, find high-impact use cases, and drive adoption. Priority support is also available via Slack or email.

How does Cassidy integrate with our company's tools?

Cassidy connects with over 100 enterprise tools including Google Workspace, Microsoft 365, Slack, Salesforce, Notion, SharePoint, and more. Custom integrations via API are supported as well.

What models does Cassidy support?

Cassidy is model-flexible. You can select the best model for each workflow—whether it’s writing, reasoning, or retrieval. New models are added as they’re released, keeping your Agents up to date.

How does Cassidy handle data security and compliance?

Cassidy is built with enterprise-grade security, including SOC 2 Type II compliance, encryption in transit and at rest, access controls, and full audit logging. We support custom legal reviews and permissioning at the org or workspace level.

Move from idea to production with Cassidy

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