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Cassidy

Smarter AI automations built on your business knowledge.

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Overview

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Cassidy is an advanced AI platform that empowers teams to build intelligent automations grounded in their unique business knowledge. By connecting to a company's existing tools, documents, and conversations, Cassidy enables AI to make context-aware decisions and carry out tasks as a human teammate would. With support for leading language models like GPT-4, Claude, and Gemini, the platform is designed for speed, scale, and security—adhering to SOC 2 Type II, GDPR, and CASA certifications. Cassidy boosts productivity across sales, support, and marketing while maintaining strict data privacy and enterprise-grade protection.

How It Works

  • Contextual Data Integration: Connects with your tech stack—including CRMs, support tools, data warehouses, APIs, and over 100 knowledge tools (Slack, OneDrive, etc.)—to gather business context.
  • Custom Instruction & Query Definition: Define specific requirements and automate tasks through custom instructions and queries.
  • Autonomous Data Processing: Research Agent scrapes and analyzes web data, delivering results with confidence scores and reasoning.
  • AI Assistant & Workflow Deployment: Deploys AI assistants and workflows directly in tools like Slack, Microsoft Teams, browser extensions, email clients (Gmail, Outlook), Excel, and Word.
  • API Access: Use Cassidy’s APIs to build and integrate custom AI automations into websites and internal tools.
  • Credit-Based Usage: All AI activity uses a universal credit currency from a monthly allocation, making usage predictable and scalable.

Use Cases

Sales Enablement
Automate RFP responses, pre-call briefs, CRM updates, lead qualification, and personalized outreach—boosting speed and efficiency across your sales team.
Customer Support Automation
Generate contextual replies, triage and summarize tickets, and deliver faster, more consistent customer support while reducing manual workloads.
Marketing Operations
Monitor competitors, repurpose content, ensure brand consistency, and automate scalable, on-brand campaign creation for better marketing outcomes.

Features & Benefits

  • Context-Powered AI Automations
  • Advanced Research Agent
  • Dedicated Onboarding & Support
  • Enterprise-Grade Security & Compliance
  • Comprehensive AI Assistants & Workflows
  • Extensive Integrations
  • Flexible AI Model Support
  • Scalability for All Teams

Target Audience

  • Sales Teams: Automate follow-ups, call prep, CRM updates, RFP responses, and lead qualification.
  • Customer Support Teams: Resolve tickets faster, provide contextual replies, and efficiently route support queries.
  • Marketing Operations Teams: Generate content, maintain brand voice, track competitors, and personalize campaigns.
  • Operations Teams: Enhance internal processes and data management in secure-sensitive industries like finance, healthcare, and government.
  • IT Departments: Benefit from security, SSO, and custom API integrations, even as the platform minimizes IT bottlenecks.
Cassidy serves startups, mid-market companies, and Fortune 100 enterprises seeking to automate business tasks and unlock productivity across departments.

Pricing

  • Plans: Starter, Business, and Enterprise tiers scale with your team’s needs.
  • Included Features: Every plan includes AI platform access, assistants, workflows, knowledge base, usage credits, and prebuilt integrations.
  • Credit System: AI tasks use 'credits'—simple tasks use fewer credits, complex workflows use more. Credits are allocated monthly by subscription plan and can be topped up as needed.
  • Usage Management: Track usage, set alerts/caps, and receive notifications as you approach credit limits. Upgrade plans or top up credits as required.
  • Support Tiers: All plans offer in-app support and help center access; Business & Enterprise tiers include faster response, onboarding, and a success team.
  • Knowledge Base & Data Sync: Store internal documents and SOPs. Starter plan syncs data every 24 hours; Enterprise offers real-time sync.
  • Enterprise Extras: Custom onboarding, dedicated AI expert, SSO, advanced permissions, live sync, API access, document verification, ROI reports, and priority support.
  • Free Trial: 14-day free trial with no credit card required.

FAQs

How secure is my data with Cassidy?

Cassidy provides enterprise-grade security with encryption in transit and at rest. It is SOC 2 Type II, GDPR, and CASA compliant, and never uses your data to train AI models.

What AI models does Cassidy support?

Cassidy supports leading language models including OpenAI’s GPT-4, Anthropic’s Claude, and Google’s Gemini. You can select models or route tasks dynamically with a model-agnostic approach.

What can I automate with Cassidy?

Cassidy lets you automate nearly any business task—sales, support, marketing, or complex workflows—without coding or IT intervention.

What tools does Cassidy connect to?

Cassidy integrates with hundreds of applications in your stack, such as Salesforce, HubSpot, Intercom, Front, internal APIs, Slack, Microsoft Teams, Gmail, Outlook, Excel, and Word.

What are the benefits of the Enterprise plan?

Enterprise plans offer white-glove onboarding, dedicated AI expert, SSO, live syncing, advanced permissions, workflow support, custom APIs, document verification, AI ROI reporting, tailored training, and priority support.

Do you offer a free trial?

Yes. Cassidy offers a 14-day free trial with no credit card required.

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