Search across all your tools in seconds with Cassidy

Get real-time AI answers powered by your existing tools

Search anything, from customer questions to employee onboarding, to get answers instantly. Cassidy searches across your existing tools and responds with its sources cited.

Branded graphic illustration showing how Cassidy AI is able to search through companies' tooling to find answers to employees' questions

Always show your source

Cassidy links every answer to its original source - so you can trust the information and dig deeper with one click.

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Branded graphic illustration showing how Cassidy AI allows users to maintain internal knowledge up-to-date through document verification

Keep knowledge up-to-date

Mark any source as verified, outdated, or in need of review. Cassidy syncs it everywhere - so your team always has the most accurate info

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Find the most relevant info

Set time filters to only search recent or time-specific content - so you always get the freshest, most accurate answers.

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“With Cassidy, we’ve been able to integrate our documentation from all of our platforms and easily find exactly what we need to quickly answer customer’s questions”

Exequiel, Customer Ops Director

RVezy is North America's top-rated peer-to-peer RV rental marketplace, often called the "Airbnb of RVs." Founded in 2016, it connects RV owners with renters, facilitating unique travel experiences.

Learn how RVezy automates support tickets to save hundreds of hours of work every month

300h

per month saved on support tickets

Secure, governed, and ready for enterprise

We maintain compliance with the strictest international security and privacy standards

View security center

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

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 does Cassidy answer questions from my business?

Cassidy connects to your existing tools - like Google Drive, Notion, Salesforce, and Slack - and searches them in real time to provide accurate, up-to-date answers grounded in your company’s knowledge.

What kinds of questions can I ask?

You can ask anything from “Who’s the account manager for X client?” to “Where’s our latest onboarding doc?”. Cassidy understands business context and responds with cited, sourced answers.

Does Cassidy cite its sources?

Yes. Every answer links directly to the original document, message, or data source—so your team can trust the information and go deeper if needed.

Can we control what data is accessible?

Absolutely. Admins can manage which tools are connected and set granular access controls to ensure Agents only search what they’re allowed to.

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.

What if the same question exists in multiple places?

Cassidy resolves conflicting sources intelligently and surfaces the most relevant answer based on recency, access level, and source authority - with full transparency.

How fast is setup?

Most teams connect their tools and start asking questions in under 10 minutes. No manual uploads or tagging required.

Move from idea to production with Cassidy

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