Cassidy
Build and deploy AI agents that automate complex business workflows using your company's knowledge base.
| What is it | Build and deploy AI agents that automate complex business workflows using your company's knowledge base. |
|---|---|
| Pricing | Freemium |
| Free tier | Yes |
| Platform | Web Application |
| Works with | Zapier |
| Best for | automating RFP responses, customer support ticket handling |
| Domain registered | 2023 |
Data updated Aug. 1, 2026
What does Cassidy do?
Cassidy is a platform for building AI agents that automate complex business workflows by leveraging your company's specific knowledge. Instead of generic AI tools, Cassidy connects to your documents, wikis, and data sources to create agents that understand your business terminology, rules, and edge cases. This allows the AI to handle nuanced tasks that previously required human judgment, such as drafting accurate RFP responses or routing customer support tickets based on context.
The platform stands out through its unified knowledge base that continuously syncs with your company's information sources, ensuring agents always operate with the latest data. What makes Cassidy particularly powerful is its agentic reasoning capability—it can handle complex logic and exceptions rather than just following predetermined scripts. The no-code interface means teams can create sophisticated automations simply by describing what they need, with deployment options for Slack, Microsoft Teams, and web browsers.
Business teams across sales, customer support, and marketing operations benefit most from Cassidy. Sales teams use it to automate RFP responses and CRM updates, support teams deploy it for faster ticket resolution with full customer context, and marketing teams leverage it for brand-consistent content creation and competitor monitoring. The human-in-the-loop controls ensure businesses maintain oversight while automating high-stakes workflows that traditionally consumed significant employee time.
Key features
What makes it stand outWho is Cassidy for?
Who benefits most from this toolPricing
Free tier available — start without a credit cardStarter
- 3 users
- 5 assistants
- 5 workflows
- 10K AI credits
- Up to 100K knowledge pages
- Limited meeting recorder hours
- Basic integrations
- Limited LLM options
Business
Everything in Starter, plus:
- Custom users
- Custom assistants
- Custom workflows
- Tailored AI credits
- Tailored knowledge storage
- Instant sync
- Advanced integrations
- Advanced LLM options
- All security features
- Priority support
Trust & presence
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