About Cassidy

Cassidy is an AI automation platform used by business teams to create production-ready Agents and Workflows grounded in company knowledge. It connects to documents, meetings, and tools so that automations understand terminology and processes. The platform emphasizes deploying in the environments where teams operate, using models from leading providers. It supports governance and security for enterprise use.

Cassidy provides four core elements working together: Knowledge Base, Agents, Workflows, and Meetings. Knowledge Base grounds automations in current company knowledge, Agents perform tasks, Workflows automate multi-step processes, and Meetings provide real-time transcripts and summaries that feed back into the system.

Cassidy enables non-technical teams to build without engineering, with guardrails for identity, access, spend, and usage across every Agent and Workflow. It aims to automate edge cases and high-stakes processes while maintaining control and oversight as teams scale adoption.

The platform highlights deployment options across popular collaboration tools and office applications.

Use cases

Common applications include Sales, Customer Support, Marketing, Operations

Key features

Agents built in minutes with natural language
Workflows turn complex processes into automations
Knowledge Base grounds automations in company data
Meetings transcribed and summarized in real time
Connectors and integrations with 100+ tools

Reviews

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Frequently asked questions

Is my data used to train AI models?

No. Your data stays private. Cassidy never uses your data to train AI models—it's used solely to provide context for your automations.

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 To maintain accuracy over time, we also offer Document Verification—allowing your team to flag potentially outdated content for review, so Agents only rely on verified information.

Can I deploy Cassidy in Slack or Microsoft Teams?

Yes. Cassidy can be deployed through Slack and Microsoft Teams, as well as via Chrome, Word, Excel, and Outlook extensions. This allows you to use Cassidy directly within the tools your team works in every day.

What security certifications does Cassidy have?

Cassidy is SOC 2 Type II, GDPR, HIPAA, and CASA certified. All data is encrypted in transit and at rest, with granular, role-based access controls.

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