Trusted and partnered with 20,000+ teams
Microsoft
S&P100 Enterprise
Rvezy
#1 RV rental site in North America
Within
International marketing agency
Lexer
Award-winning customer data platform
AnyLabTestNow
230+ franchises across the US
Cisive
TOP 5 talent screener in the world
Traditional workflow builders vs Cassidy
Most workflow tools stop at basic task automation. Cassidy brings your business context and knowledge directly into your workflows, letting you automate complex tasks that previously required human expertise.
Without Cassidy
Automations struggle with nuanced tasks and lack access to specific business context. You’re stuck with manual input and endless limitations.
With Cassidy
Connect your knowledge base, apply your business context, and seamlessly automate complex workflows across your business.
Smarter, more powerful workflows for your business
Action blocks
Embed powerful AI Actions into your workflow steps
Level up your workflows by adding intelligent AI steps (e.g. search knowledge base, add research agents) powered by your business context.
Book demo
10+ models
Connect the top AI models, personalized for each step
Choose from the leading AI models for each specific workflow step. Not all models are created equal, and some are better than others at specific tasks (e.g. writing, logic, research). When the latest models get released, we add them to Cassidy.
Book demo
Workflow triggers
Connect your existing tools to automate AI workflows
Trigger workflows automatically from Slack, HubSpot, Zendesk, and more. Cassidy fits directly into your existing stack, so powerful automation starts exactly when and where you need it.
Book demo
Get Approvals
Add "Human-in-the-loop" conditional steps
Easily add approval steps to your automated workflows, bringing in the right person at the right moment to keep everything accurate and on track.
Book demo
Bulk imports
Automate bulk tasks instantly with smart imports
Quickly upload any file type (PDFs, spreadsheets, documents, etc) and Cassidy will automatically extract the relevant information to run workflows at scale.
Book demo
Integrates with all of your existing tools
Cassidy connects and real-time syncs with hundreds of tools that your team is already using.
Teams work faster with AI workflows
230+ Franchise locations across
the United State
50 hours
Time saved on content creation & customer support each month
Enterprise-level security
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 compliant &
CASA certified
Cassidy adheres to GDPR compliance regulations and is 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.
What is the benefit of multiple AI models?
Cassidy's multi-model support ensures optimal task execution with the current best models and easy adaptation to newer, more advanced models in the future.
What models do you support?
Cassidy supports OpenAI's GPT-4, Google Gemini, Anthropic Claude, leading open-source models, and more, offering a diverse range of AI capabilities.
How does Cassidy’s knowledge base make my AI smarter?
Cassidy's knowledge base transforms AI into a powerhouse for your business, using your unique data to fully automate tasks with complete contextual understanding.
How secure is my data?
Your data remains highly secure with Cassidy; we prioritize enterprise-grade security protocols and never use your data for model training.
What’s the difference between assistants and workflows?
Assistants interact directly with users for tasks like answering queries, while workflows automate complex, multi-step processes in the background.
