AI Agents built on your business knowledge
Cassidy has the context needed to handle nuanced, high-stakes workflows like a teammate would - minus the complexity.
AI that knows your business as well as you do
Unified Knowledge Base
Connects the dots across documents, wikis, and data sources for a single source of truth.
Continuous sync
Automatically ingests and updates files, SOPs, and policies in real time, so AI is always acting on the latest information.
Context-aware intelligence
Understands your terminology, rules, and edge cases to handle your company’s way of working.
Automates the work only humans could do before
Agentic reasoning
Handles nuance, complex logic, and exceptions - making decisions rather than just following a rigid script.
Cross-system examination
Connects deeply with your stack to execute actions across multiple systems in a single flow.
Precision and control
You stay in the driver's seat. Guardrails and Human-in-the-Loop keep you in full control over business-critical work.
Powerful automation that anyone can build
Works where you work
Deploy agents directly into Slack, Microsoft Teams, and the browser to run tasks around the clock.
No-code creation
If you can describe it, you can build it. AI-assisted creation helps you stand up robust workflows in days, and get real value from day one.
Dedicated solutions team
Our experts partner with you to design, build, and refine agents to ensure real ROI.
Real AI applications that work the way your business does
From sales to support to operations - automate the critical and the mundane work that keeps your best people from focusing on what only they can do.
Close more deals
Automate follow-ups, prep, and CRM updates - so your reps can focus on selling, not busywork.
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5X Faster RFP replies
Lexer built AI Assistants trained on hundreds of previous RFPs, to get answers to RFP questions in seconds.
Automate RFP responses
Upload RFPs and let Cassidy draft accurate, on-brand answers using your internal documentation and prior responses.
Prep for calls and update CRM automatically
Get pre-call briefs pulled from CRM, and auto-log key moments post-call to keep data fresh without the busywork.
Enrich and qualify leads automatically
Cassidy captures signals across emails, calls, and forms to prioritize and qualify leads without manual effort.
Search internal information in seconds
Instantly find answers from past calls, documents, and messages—no more digging through folders or Slack.
More sales automations
Auto-generate account briefs from CRM & LinkedIn
Flag competitor mentions in call transcripts
Personalize outreach using LinkedIn & site intel
Auto-generate summary decks after discovery calls
Save hours, delight customers
Resolve tickets faster, draft replies with full context, and deliver personalized support - at scale.
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300h/week saved on CX
RVezy built and deployed context-powered Customer Support Assistants to automate workflows and save hours of work every day.
Reply to customers faster, with better context
Cassidy generates replies that reflect your tone and history with the customer, grounded in past conversations.
Route tickets to the right teams
Automate triage based on topic, priority, and account—so the right person handles the right ticket, every time.
Use memory you can rely on
Cassidy remembers every customer interaction—calls, emails, docs—so your team always has full context.
More support solutions
Summarize and escalate urgent tickets
Train new reps faster with AI onboarding assistants
Tag tickets by urgency, topic, and customer tier
Draft Zendesk replies using relevant content
AI that drives results
Generate content, track trends, and personalize campaigns - everything grounded in your brand voice and business data.
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50h/month saved on marketing
AnyLabTestNow uses Cassidy to multiply content creation while ensuring brand-voice consistency across 230+ owned franchises.
Track competitors with always-on research agents
Let Cassidy monitor competitors and surface relevant news, product updates, and pricing changes as they happen.
Write in your brand voice, every time
Cassidy’s assistants adapt to your tone and guidelines—whether it’s drafting blog posts or social captions.
Repurpose content in seconds
Turn a webinar into a blog, a blog into a LinkedIn post, and more—with workflows that reuse content smartly.
More marketing solutions
Create SEO content at scale, in your brand voice
Auto-reply to community & social media questions
Personalize invites and campaigns to every lead
Monitor trends & generate timely, on-brand social content
10,000+ automations available
Cassidy connects to your entire stack so teams can build AI automations tailored to their workflow. From sales follow-ups to support replies to marketing content, it’s all possible in one platform.
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Trusted by leading companies worldwide
Cassidy helps organizations save hours of manual work every day -boosting productivity and unlocking new growth at scale.
Massive ROI for small & large teams
Built for speed and scale, Cassidy helps every team automate more—without IT bottlenecks or long setups.
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4,800,000
Workflow automations run in Cassidy in the last quarter
20,000
companies & teams with 1,000+ employees trust Cassidy
Deploy AI inside the tools your team already uses
Get replies directly inside Slack
Build and deploy Slack Bots so that your entire team can ask assistants questions directly in channels and private messages.
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Get replies directly inside Microsoft Teams
Build and deploy Teams Bots so your entire team can ask AI assistants questions directly in group chats and private messages.
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Bring AI assistants to every site you visit
Use Cassidy’s browser extension to read, reply, and take action - on any webpage, in real time.
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Automate responses in email
Connect Cassidy to Gmail, Outlook, or any email provider to draft replies, summarize threads, and keep your inbox moving.
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Build and embed your own AI assistants & automations
Use our APIs to create custom automations or deploy chat-based AI assistants on your website, dashboards, or internal tools.
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Stay in flow with AI assistants inside Microsoft Word
Use Cassidy AI assistants to draft, edit, and refine content—whether you’re writing blog posts or filling out RFPs.
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Analyze and act on data with AI in Excel
From formulas to insights, Cassidy helps your team make faster decisions—without leaving the spreadsheet.
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Deploy custom AI assistants into Google Chat
Use Cassidy AI assistants inside Google Chat to search company knowledge, draft replies, summarize threads, and much more.
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Your success is our priority every step of the way
We don’t just hand you the tool—we partner with you. Our team works directly with yours to ensure seamless onboarding, track impact, and help you unlock new use cases over time.
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- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
A dedicated team to drive adoption and results
Our implementation experts work hands-on with your team to make sure you see real value—fast. From setup to optimization, we’re here to help every step of the way.
We enable your teams - no IT required
We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.
Integrates with all of your existing tools
Cassidy connects and real-time syncs with hundreds of tools that your team is already using to guarantee a seamless experience for everyone.
Enterprise-level security
HIPAA
SOC 2 Type II
GDPR
CASA
The security-first AI platform
Single Sign-On (SSO)
capability
Supports enterprise Single Sign-On (SSO) providers to ensure secure and centralized user authentication.
SOC 2 Type II
compliant
Cassidy has achieved SOC 2 Type II compliance, demonstrating our adherence to user and workspace security.
Advanced user-level
permissions
Configure your workspace to have restricted permissions to data depending on user level.
GDPR & HIPAA compliant, CASA certified
Cassidy adheres to the GDPR and HIPAA compliance regulations alongside being CASA Certified, with advanced security for user privacy
Enterprise-level
data security
Our security infrastructure includes row-level security and granular access control, protecting against unauthorized access.
No model
training
Unlike ChatGPT and other platforms, we never use your private data to re-train models.
FAQ
Have a question? Here are the answers to our most frequently asked questions. If you don’t find what you’re looking for make sure to contact us.
How secure is my data with Cassidy?
Cassidy is enterprise-grade secure. All data is encrypted in transit and at rest, and we’re SOC 2 Type II compliant. Most importantly, your data is never used to train AI models. If your team is using AI, Cassidy is the safest way to do it—trusted by security-conscious teams in finance, healthcare, and government.
What AI models does Cassidy support?
Cassidy supports all major large language models, including OpenAI’s GPT-4, Anthropic’s Claude, Google’s Gemini, and more. Each model has unique strengths—Cassidy lets you choose the right one for your use case, or route tasks dynamically with a model-agnostic approach.
What can I automate with Cassidy?
Cassidy lets your team build AI-powered automations for almost any task—without writing code or waiting on IT. From AI assistants to complex end-to-end workflows, Cassidy gives you the flexibility to automate whatever your business needs.
What tools does Cassidy connect to?
Cassidy integrates with hundreds of tools across your stack. That includes CRMs like Salesforce and HubSpot, support platforms like Intercom and Front, data warehouses, internal APIs, and more.
What kinds of companies use Cassidy?
Cassidy is used by startups, mid-market leaders, and Fortune 100 enterprises alike. Whether you’re just starting out or running global operations, Cassidy scales with your business and security requirements.
How is Cassidy different from other AI tools?
Most tools give you a chatbot. Cassidy gives you a platform. With deep business context, powerful automations, model flexibility, and enterprise-grade security, Cassidy helps teams actually get work done with AI—not just chat with it.
