Cassidy

Cassidy Overview

Cassidy is an AI automation platform designed to help teams build custom AI agents that truly understand their business. Unlike standard chatbots, Cassidy connects directly to your company’s internal data, documents, and tools to act as a context-aware teammate. It simplifies the process of creating complex, multi-step workflows, allowing businesses to automate everything from RFP responses to customer support triage without writing a single line of code. By bridging the gap between your existing stack and powerful large language models, Cassidy ensures that AI works alongside your team with precision and security.

Cassidy Key Features

• Unified Knowledge Base: Connect your wikis, documents, and data sources to create a single source of truth. Cassidy continuously syncs with your files and SOPs in real time, so your AI always acts on the latest information.
• Context-Aware AI Assistants: Deploy intelligent copilots that understand your company’s specific terminology, rules, and edge cases. These assistants handle nuanced tasks across departments like sales, marketing, and support.
• No-Code Workflow Builder: Create robust, multi-step automations simply by describing what you need. If you can explain the task, you can build it. This allows your team to stand up powerful agents in days rather than months.
• Agentic Reasoning: Leverage AI that doesn't just follow a rigid script. Cassidy uses complex logic to handle exceptions and make decisions, allowing it to manage high-stakes workflows that usually require human intervention.
• Seamless Stack Integrations: Deploy your agents directly where your team already works. Cassidy integrates deeply with Slack, Microsoft Teams, Gmail, and browser extensions to execute actions across multiple systems in a single flow.
• Enterprise-Grade Security: Rest easy knowing your data is protected by SOC 2 Type II and GDPR compliance. Cassidy ensures that your private business information is never used to train its AI models.