Cassidy
An enterprise AI agent platform where business teams build agents and workflows on their own documents, rules and tools, without waiting on IT.
Key Takeaways
No-code AI agents grounded in your company's knowledge
Free Trial · $79/mo
- Insurance and benefits firms
- Professional services teams
- Manufacturing and industrial operations
What is Cassidy?
Cassidy is a platform for building AI agents and multi-step workflows inside companies. Business teams describe what they want in plain language, and agents are grounded in a knowledge base made from company documents, meetings and CRM data.
Cassidy joins meetings to transcribe and summarize them, connects to 100+ tools such as Slack, Microsoft Teams, Google Workspace, Salesforce, Notion and SharePoint, and routes each task to a suitable model from OpenAI, Anthropic or Google. IT keeps control through role-based access, SSO, usage analytics, spend limits and audit logs. A dedicated team helps customers through build, training and full ownership.
It is aimed at document-heavy industries like insurance, employee benefits, professional services and manufacturing.
Who is Using Cassidy?
Insurance teams
Triage submissions, screen underwriting appetite and compare policy terms.
Professional services firms
Research prospects, answer RFPs and prepare meeting briefs.
Manufacturers
Answer RFQs, write SOPs and validate warranty claims.
Key Features
- AI Assistants: Build agents in natural language that are grounded in your sources and brand.
- Multi-Step Workflows: Turn complex processes into automations with guardrails.
- Knowledge Base: Ground every agent in real company documents and data.
- Meetings: Join, transcribe and summarize meetings so agents know what to do next.
- Extensive Integrations: Connect 100+ tools including Slack, Teams, Salesforce and SharePoint.
- Enterprise-Grade Security: Role-based access, SSO, usage limits and full audit logs.
Cassidy Use Cases
RFP responses
Use company knowledge to draft answers to requests for proposals.
Outcome: Faster, more consistent proposal work.
Submission triage
Have an agent review new insurance submissions against appetite rules.
Outcome: Underwriters focus on the right cases.
Meeting follow-up
Let Cassidy summarize meetings and feed next steps to workflows.
Outcome: Action items are not lost after calls.
How Cassidy fits into your stack
Work apps
100+ integrations, including Slack, Microsoft Teams, Google Workspace, Salesforce, Notion and SharePoint.
AI models
Routes tasks to models from OpenAI, Anthropic and Google.
Identity
Supports single sign-on with providers such as Azure AD.
Pros
- +No-code building: Business users can create agents in natural language.
- +Grounded answers: Agents draw on your company documents and meeting records.
- +Hands-on rollout: A dedicated team helps with use case discovery, builds and training.
- +Compliance: The site lists SOC II Type 2, GDPR and HIPAA compliance.
Cons
- −No public pricing: The site asks you to book a demo.
- −Enterprise focus: It targets larger, document-heavy companies more than individuals.
- −Rollout takes effort: Getting full value involves training and phased adoption.
Limitations & when to consider alternatives
- Demo-led sales. There is no self-serve pricing shown on the site.
- Industry focus. Use cases center on insurance, benefits, professional services and industrials.
- Depends on your data. Agent quality relies on the documents and tools you connect.
- You want a personal AI assistant with simple self-serve pricing.
- You need a developer framework for coding agents yourself.
- You are a small team with light automation needs.
How to Use Cassidy
Book a demo
Talk to Cassidy about your use cases.
Connect knowledge
Add documents, meetings and tools to the knowledge base.
Build agents
Describe agents and workflows in plain language, with support from the Cassidy team.
Roll out and govern
Deploy to teams and manage access, spend and usage.
Who is Cassidy For?
Document-heavy enterprises
Companies with dense paperwork and complex processes.
Business teams
Non-technical staff who want to build automations themselves.
IT leaders
Teams that need governance over AI use across the company.
Frequently Asked Questions
How much does Cassidy cost?
The site does not list prices and asks you to book a demo. A directory lists a starting price of $79 per month, so confirm current pricing with Cassidy.
Do I need to code?
No. Agents and workflows are built with natural language and no code.
Which tools does Cassidy connect to?
More than 100, including Slack, Microsoft Teams, Google Workspace, Salesforce, Notion and SharePoint.
Is Cassidy secure?
The site says it is SOC II Type 2, GDPR and HIPAA compliant, with SSO, RBAC and audit logging.
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