Cassidy AI

Build AI agents that operate like your team

Productivity & AgentsContact for Pricing

by Cassidy Inc. Launched 2026Web · Browser Extension · Slack · Microsoft Teams +3Human reviewed

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Launched: 2026

What is Cassidy AI?

Cassidy AI enables businesses to create AI agents that integrate seamlessly into existing workflows, automating tasks traditionally done by human workers. It is designed for operationally complex industries and adapts to unique organizational processes, ensuring efficiency and accuracy in workflows.

The platform connects to tools such as Microsoft Teams and Slack, offering a no-code environment that allows non-technical users to implement automations quickly. Cassidy's unified knowledge base and context-aware intelligence ensure that the automations understand specific terminology and processes, acting as a knowledgeable team member.

Cassidy serves a diverse range of industries including healthcare, insurance, and professional services. The solution is enterprise-ready and focused on handling complex workflows, making it suitable for organizations that require high levels of accuracy and control in their operations.

Who it's for

Business LeadersSales TeamsSupport TeamsMarketing ProfessionalsOperations Managers

What Cassidy AI can do

8 capabilities, verified from the product.

Quick deployment
Connects with existing tools
No-code automation creation
Handles complex workflows with AI
Real-time syncing with knowledge sources
Custom roles and permissions
Cross-system execution
Context-aware agentic reasoning

Jobs people hire it for

01Automating customer support replies
02Streamlining sales processes
03Guiding employee onboarding
04Enhancing operational workflows
05Creating SEO-optimized marketing content

Pros & cons

Where it shines

User-friendly no-code interface
Integrates well with existing tools
Adaptable to various industries
Thorough understanding of business terminology
Strong focus on compliance and security

Where it falls short

Limited specifics on pricing
May require initial setup and customization
Complexity in enterprise-level implementations
Limited details on third-party integrations

Pricing

Pricing modelContact for Pricing

See the official website for current pricing. Pricing can change — always confirm on the vendor's site.

Frequently asked about Cassidy AI

Is my data used to train AI models?

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

How does Cassidy keep information up to date?

Cassidy syncs with your external data sources, ensuring the Knowledge Base reflects the latest versions of files. It offers Document Verification to flag potentially outdated content for review.

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.

What security certifications does Cassidy have?

Cassidy is SOC 2 Type II, GDPR, HIPAA, and CASA certified, providing advanced security measures including encryption and role-based access controls.