Give AI the context to work the way you do

Cassidy's Knowledge Base product representation showing how Cassidy helps users organize different sources of information in a single dashboard

Your AI is only as good as what it knows. Cassidy connects your business knowledge—and the understanding to use it

Without Cassidy

Many sources of information including documents, tables, Slack messages etc. scattered all around

Knowledge trapped in silos. Every answer requires digging through folders and pinging teammates.

With Cassidy

Diagram showing various file format and app icons feeding into a central Cassidy Knowledge Base box, which then connects to AI models including OpenAI, Claude and Gemini.

One source of truth. Instant retrieval with citations that are always up to date.

Agents & workflows

Plug in once, power everything

Your Knowledge Base powers every automation you build.

Sync your documents and Cassidy retrieves what's relevant for the task at hand, pulling the right context for each Agent and Workflow. Every answer, decision, and action AI makes is grounded in your data and cited to the source.

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Knowledge base interface showing folders for Sales, Marketing, and Customer Support, with Sales expanded to display multiple documents including a Salesforce Customer Lists file, and an AI Assistant panel drafting a query to order clients by deal size.

Diagram showing integration of SharePoint, Google Drive, Salesforce, Zendesk, Intercom, and HubSpot icons connected to a central Cassidy Knowledge Base labeled 'Knowledge Base'.

Live Syncing

Always up-to-date knowledge

Connect your tools

Sync with the tools you already use like Google Drive, SharePoint, Confluence, and Box. Cassidy automatically keeps your Knowledge Base current, pulling in new files, edits, and updates as they happen. Your AI works from the latest information, every time.

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Permissions

Access rules that mirror your organization

Granular permissioning controls

Cassidy preserves who can see what—users can only view documents and receive answers from sources they're authorized to access. Sensitive information stays protected as your AI scales across teams. Built for governance and compliance from the start, with data secured using the highest standards.

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Cassidy interface showing sharing settings for the Marketing Knowledge Base section, listing Kai Tanak as owner, Marketing Team with 20 members, and general access set to Team for anyone in the organization.

Dropdown menu for the Sales training handbook with options to mark the Knowledge Base item inside Cassidy as Verified, Request manager verification, or Flag as outdated, with a cursor pointing at Flag as outdated.

Document Verification

Built-in quality control for your knowledge

Keep your Knowledge Base accurate over time

Cassidy lets teammates verify, request verification, and flag sources as outdated. Document owners are notified to update or deprecate content so your AI stays grounded in information you trust.

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A powerful Knowledge Base with multiple benefits

Additional ways to customize, control, and scale your Knowledge Base.

Semantic search

Find relevant information based on meaning—not just keywords—across all your documents

Answer Hubs

Create curated question and answer pairs that Agents prioritize when users ask related questions

Website import

Pull content directly from URLs so your Knowledge Base stays aligned with your public-facing information

Meeting transcript

Import recordings and transcripts from Meetings directly into your Knowledge Base

Collections by team

Organize knowledge by department—Sales, Support, Marketing, Ops—with separate permissions for each

Deep-linked citations

Every answer links back to the exact source and snippet—click through to see context instantly

Real use cases powered by Cassidy’s Knowledge Base

Automate the critical and the mundane work that keeps your best people from focusing on what only they can do.

See all use cases

Customer Support Auto-Responder

Delivers fast, consistent, policy-aligned responses that boost customer satisfaction and trust. It pulls ticket and email details, searches a Knowledge Base, and generates on-brand reply drafts.

Customer Support

Link URL Content

Onboarding Agents for New Employees

Streamline onboarding for new employees. Provide timely, relevant support with role-aware, one-to-one guides. Enhance new hire integration and boost productivity through convenient direct messaging.

Operations

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SEO Article Drafting

Optimize your content strategy with AI-powered SEO article drafting. Create structured, keyword-rich articles that rank higher and engage your target audience. Streamline your workflow and enhance consistency without manual SEO and linking.

Marketing

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Internal Answer Search

Empower employees with instant, accurate information, streamlining operations and boosting productivity.

Operations

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Ticket Triage and Routing

Optimize your help desk with Ticket Triage and Routing. This system accurately assigns and prioritizes tickets, ensuring faster resolutions and smoother team handoffs.

Customer Support

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RFP Response Drafting

Automate RFP responses, improve accuracy, and accelerate proposal delivery. Streamline your workflow and free up SMEs for critical validation.

RFP

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Deal and Customer Q&A

Get complete context and keep deals moving smoothly by searching a unified knowledge base of client documents, contracts, and CRM records.

Sales Enablement

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Marketing Content Reuse Engine

Transform one asset into many on-brand deliverables, filling calendars and campaigns without rewrites. Improve speed, consistency, and channel coverage with less manual effort.

Marketing

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Connects to the tools your team already uses

Pull context from anywhere. Take action everywhere. Deploy where your team works.

See all integrations

Grid of Cassidy integration app icons including OpenAI, Google Drive, Slack, Google Chrome, Confluence, Salesforce, Zendesk, HubSpot, Microsoft Teams, Gmail, and SharePoint with text labels Reply DM, Write Email, Update Lead.

Secure, governed, and ready for enterprise

We maintain compliance with the strictest international security and privacy standards

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SOC 2 Type II

GDPR

CASA

HIPAA

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

Frequently asked questions

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

What types of sources and files can I connect to my Knowledge Base?

Cassidy connects to the tools your team already uses—Google Drive, SharePoint, OneDrive, Confluence, Notion, and more. You can also upload files directly or import content from URLs. Cassidy handles structured and unstructured data: PDFs, Word docs, spreadsheets, presentations, text files, and wiki pages. If it holds your business knowledge, you can bring it into Cassidy.

How does Cassidy keep my Knowledge Base up to date?

Cassidy syncs with your connected sources automatically, so your Knowledge Base always reflects the latest versions of your files. Document Verification allows your team to flag potentially outdated content for review—so your AI never acts on stale information.

How do citations work?

Every answer your Agents provide links back to the exact source it pulled from. Citations are deep-linked, so you can open them directly and see the relevant snippets in context—no hunting through documents. This creates an auditable trail your team can trust.

Can I control who has access to specific knowledge?

Yes. Cassidy supports granular, role-based permissions so you can control which users, teams, or Agents can access specific collections or documents. Your existing access rules carry over from connected sources, and you can layer on additional controls within Cassidy.

How does the Knowledge Base power Agents and Workflows?

When you build an Agent or Workflow, you choose which Knowledge Base collections it can access. Cassidy retrieves relevant information in real time, grounding every response in your actual business knowledge—not generic AI guesses.

Is my Knowledge Base data used to train AI models?

No. Your data stays private. Cassidy never uses your Knowledge Base content to train AI models—it's used solely to provide context for your Agents and Workflows.

Move from idea to production with Cassidy

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