Cassidy

Works with your business knowledge and data to act alongside teams - quick to deploy, simple to adopt, trusted for critical workflows unique to your company

Cost

Free trial, Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Cassidy to create AI agents that understand your business context and automate complex workflows. Connect your company documents, wikis, and data sources to build a unified knowledge base. Deploy agents that handle tasks like customer support, RFP responses, lead qualification, and content creation. Agents work within Slack, Microsoft Teams, and your browser, making decisions and taking actions across multiple systems while maintaining control through guardrails and human oversight.

What Cassidy does

Connect company documents to unified knowledge baseBuild no-code AI agents for specific workflowsDeploy agents in Slack and Microsoft TeamsSet up automated CRM field updatesCreate customer support ticket routingGenerate content following brand guidelinesAutomate lead qualification processesBuild RFP response workflowsContinuously syncs and updates company files automaticallyUnderstands business terminology and edge casesHandles complex logic and exceptions like humansExecutes actions across multiple systems in single flowsIncludes guardrails and human-in-the-loop controlsWorks directly in Slack and Microsoft TeamsNo-code creation with AI assistanceDedicated solution team for implementation

Tutorials & Demos

Frequently asked

Confluence Labs Dropbox

Dropbox

Zapier

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