A standing team, embedded in how your business runs

This isn't a team that hands off a project and moves on. The people who build your first agent stay on to find and deliver the next one. They learn how your business runs and keep your agents current as it changes.

cassidy Team

Deployment Strategist

Direction and alignment

Owns success criteria and ROI tracking
Runs use case discovery workshops
Builds the roadmap from use case to rollout
Leads regular check-ins and business reviews

Solution Engineer

Technical discovery and delivery

Designs and builds Agents, Workflows & Apps
Connects your data, tools, and systems
Trains your builders as capability grows
Troubleshoots & refines based on real usage

Software Engineer

As needed, for custom work

Builds custom integrations
Solves for complex technical requirements
Supports edge cases not covered
Partners with your engineering team if needed

From opportunity to production, in three phases

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Phase

Scope

Find what to automate first

Run workshops to find & Validate priorities
Review tools, integrations, APIs, and constraints

Phase

Build

Build your first automation, together

Regular working sessions with key stakeholders
Define, build, test, refine, and deploy

Phase

Scale

Keep it running, scale across the org

Break-fix support for live Agents and Workflows
Ongoing enablement and new use case discovery

Each phase ends with something concrete: a validated roadmap, a live workflow, or a team that can run it. The pace and depth flex to your organization, but the structure stays the same.

Start with the work worth automating

Most teams don't lack ideas, they lack a way to separate real leverage from busywork. Before anything gets built, we sit down with your team and look for the same five signals.

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High volume or frequency

Repetitive daily or weekly tasks (e.g., processing invoices, screening resumes)

Consistent outputs

Starts with messy, unstructured data like emails, uploaded documents, or forms and needs to be transformed into a structured format

Standard logic

Follows predictable rules or SOPs rather than requiring creative intuition

Knowledge Base reliance

Requires looking up answers in internal docs (e.g., answering RFPs)

Qualitative analysis

Needs "human-like" judgment to interpret, summarize, or categorize text

Built to move fast without cutting corners

Accelerate time to market

Move priority AI solutions from roadmap to working production workflows, faster.

Tap into Cassidy experts

A dedicated delivery team brings technical depth and hands-on implementation capacity.

Build for production scale

Every solution is designed for efficiency, maintainability, and growth beyond the first deployment.

Apply proven patterns

Benefit from practical learnings and repeatable approaches developed across other deployments.

Work that drives real results

See how teams across insurance, industrials, professional services, and more are putting Cassidy to work.

Success stories

80%+

Firmwide adoption (weekly active users)

"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."

R. Singhvi, Director of AI Programs

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24hr

RFP deadlines met without fire drills

"Multiple times a week my team is on calls where someone from Cassidy will join to assist our adoption efforts across the agency. It doesn't feel like support. It feels like collaboration."

A. Boylan, Group Director of Product Management

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26+

Brands scaled on Cassidy

"What I like about the Cassidy team is sometimes I'll hop on a call and they don't just ask what we want to solve long-term. They ask, 'What do you need to solve today?' Then they immediately start helping us figure it out. It's really practical and exactly what we need."

M., Marcinkowski, Strategist for Enterprise AI Enablement

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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

Visit security center

FAQ

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

Is my data used to train AI models?

No. Your data stays private. Cassidy never uses your data to train AI models—it's used solely to provide context for your automations. Review our security center here.

How does Cassidy keep information up to date?

Cassidy syncs with your external data sources, so your Knowledge Base always reflects the latest versions of your files. To maintain accuracy over time, we also offer Document Verification—allowing your team to flag potentially outdated content for review, so Agents only rely on verified information.

Can I deploy Cassidy in Slack or Microsoft Teams?

Yes. Cassidy can be deployed through Slack and Microsoft Teams, as well as via Chrome, Word, Excel, and Outlook extensions. This allows you to use Cassidy directly within the tools your team works in every day.

What security certifications does Cassidy have?

Cassidy is SOC 2 Type II, GDPR, HIPAA, and CASA certified. All data is encrypted in transit and at rest, with granular, role-based access controls. Review our security center here.

How is Cassidy different from other AI tools and platforms?

Cassidy is an automation platform built to power real business processes—not just simple workflows.

Deep Business Context: Cassidy connects to your company's unique data through our Knowledge Base, understanding your specific processes, terminology, and brand voice.
Ease of Use: No developers required. Our no-code platform lets non-technical teams stand up Workflows and Agents in hours, not months.
Enterprise Support: Our dedicated solutions team partners with you to design, build, and refine Agents that deliver real ROI.

See how Cassidy compares to other tools in our Blog here.

How are other companies using Cassidy?

Teams at startups and Fortune 100 enterprises alike use Cassidy to automate critical workflows. Explore hundreds of examples in our Use Case Library.

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Common applications include:

Sales: Get complete context with deal and customer Q&A, auto-update CRM fields after calls, draft RFP responses from approved answers, and enrich leads automatically.
Customer Support: Empower agents to answer technical questions, auto-draft replies to incoming tickets, triage and route tickets to the right team, and turn resolved tickets into help articles.
Marketing: Create SEO content at scale in your brand voice, repurpose content across channels, check content against style guides, and track competitors.
Operations: Enable instant internal answer search for employees, guide new hires with role-aware onboarding, analyze operational data for bottlenecks, and generate SOPs from existing processes.

Can Cassidy connect with my existing tools?

Yes. Cassidy integrates with hundreds of tools across your stack. We offer native integrations for Knowledge Sources (like Google Drive, SharePoint, and OneDrive) and Workflow Actions (like updating Salesforce or sending Microsoft Teams messages). For custom needs, connect to virtually any app using webhooks and our API. Explore all our integrations on our Integrations page here.

Move from idea to production with Cassidy

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