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Centralize and Optimize: How Cassidy's Knowledge Base Unifies Your Business Ecosystem

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Imagine having a single command center for all your business’s systems, information, and data — where every tool, every document, and every piece of relevant data works together seamlessly.

Now, imagine layering in the power of all leading AI systems, seamlessly integrated and working in harmony within one platform.

That’s exactly what Cassidy’s Knowledge Base delivers.

It’s like building a brain for your business, one that learns from your unique systems, stays up-to-date, and ensures your workflows are always in sync.

By combining the strengths of your existing tools and the capabilities of diverse AI systems, Cassidy transforms how your team operates, making it smarter, faster, and more effective. Let’s explore how Cassidy’s Knowledge Base can take this vision and make it a reality, starting with how it learns and integrates seamlessly with your business.

Imagine What’s Possible With AI That Knows Your Business

Cassidy's Knowledge Base acts as the backbone of your tech ecosystem, seamlessly connecting systems, tools, and data for smarter collaboration.

But how does it work?

Cassidy integrates directly with your existing tools, transforming the scattered matrix of information across platforms into a streamlined, interconnected system where every moving part works together.

Cassidy transforms the way businesses manage their sprawling ecosystems of data and tools by breaking down silos and connecting every piece into one seamless framework.

A customer service rep no longer needs to search Zendesk, SharePoint, and Google Drive to find the right answer. Instead, Cassidy scans all connected sources in real-time and consolidates the best response — whether it’s in an internal document or a support article — into an on-brand email, ready to send in seconds.

Sales teams can gain a new edge. A rep using Salesforce can access deal history, competitive insights, and product data without switching platforms, enabling faster prep and sharper pitches.

Marketing? Cassidy can weave insights from market research, customer feedback, and internal strategies into compelling, data-driven content — ready for the next campaign or blog post.

The possibilities are endless. No matter your industry, role, or experience with AI, Cassidy continues to evolve by integrating new technologies, expanding features, and adopting advancements in tools and large language models (LLMs). We're going to continue making strides to make sure that you are efficient at your job, with a lot less stress.

Modern tech stacks NEED to be more ... modern

Modern tech stacks are essential for operations but often come with significant challenges. Enterprises depend on an array of platforms tailored to specific departments, yet these tools frequently operate in silos.

This fragmentation leads to inefficiencies, complicating workflows and limiting collaboration. Bridging these gaps is not just a technical challenge — it’s a necessity for unlocking productivity and streamlining operations across the business. To sum it up, here are some of the issues with tech stacks that aren't connected: 

  • Data Silos: Different platforms house valuable information, but lack of integration makes it challenging to access or leverage effectively.
  • Workflow Gaps: Teams often navigate between disconnected systems, leading to redundant tasks, slower processes, and higher error rates.
  • Redundancies in Tools: Overlapping functionalities across tools lead to unnecessary costs and confusion about which platform to use.
  • Scalability Issues: Expanding enterprises face difficulty aligning new tools with existing systems, making streamlined growth a challenge.

Simplifying a tech stack requires more than integration — it involves creating synergy between tools, aligning them with organizational goals, and ensuring seamless interaction for end-users. 

Here's how simple it can be to have these systems work together: 

Optimizing your tech stack (with the help of AI) allows teams to focus on strategic goals, collaboration, and execution rather than battling fragmented systems. By addressing these challenges, businesses can unlock the full potential of their tech stack, and, more importantly, empower their people.

We hope that companies with well-organized Cassidy Knowledge Bases will not only drive greater value for the organization but also enables individuals to focus on meaningful, productive work that benefits both the business and their own professional growth.

Create a knowledge base that will unify your tech stack 

Building a custom AI knowledge base with Cassidy will help transform your business and connect all of your services to have them work for you, as opposed to create more work.

A few clicks will allow you to save hundreds of hours, as Cassidy integrates your company’s data and systems, creating a cohesive, intelligent platform

Whether stored in internal documents, external tools, or shared platforms, your company’s knowledge is unified into one intelligent system. Cassidy ensures no information is overlooked, transforming fragmented data into a cohesive, AI-powered resource that enhances workflows and keeps your team equipped with the most accurate and up-to-date information.

The real-time syncing sets Cassidy apart.

The moment something in your systems changes or updates, Cassidy reflects those changes instantly. Your team gets access to the most current, relevant, and accurate data — no delays, no digging through systems.

Supported by traceable insights and complete transparency, Cassidy allows your team to track information back to its source, ensuring accuracy and trust.

We work with all the major tools out there, and the list is growing. Cassidy integrates with nearly 100 tools, including advanced AI systems like OpenAI’s GPT-4, Google Gemini, and a range of open-source models, working seamlessly to create a knowledge base that grows alongside your business.

Whether you’re a neighborhood brick-and-mortar shop or a sprawling enterprise, Cassidy ensures your data is protected and private. None of your information is accessible to others. Your data stays exclusively yours—Cassidy’s models never train on your information, guaranteeing complete confidentiality while delivering intelligent, impactful solutions customized to your needs.

This is how modern work gets done: less time spent navigating systems, more time focused on the ideas and initiatives that truly matter. With Cassidy, your team is empowered to work smarter, collaborate better, and achieve more.

Try Cassidy for free.

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Cassidy vs. Glean
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Cassidy vs. Glean

About us

AI Automation vs. Enterprise Search

Cassidy and Glean serve different purposes in the enterprise AI space. Cassidy is an AI automation platform that executes multi-step workflows, while Glean is primarily an enterprise search tool designed to help teams find and retrieve information.

The biggest difference? Cassidy doesn’t just find information—it takes action. Whether automating RFP responses, triaging support tickets, or generating approvals, Cassidy applies AI to automate real work, while Glean focuses on retrieving knowledge across enterprise systems.

Here’s a quick feature comparison:

Feature Cassidy (AI Workflow Automation) Glean (Enterprise Search)
Core Focus ✅ AI-driven workflow automation ❌ Enterprise search & retrieval
Built-in AI ✅ AI powers every step ⚠️ AI helps find info, but doesn’t act
Knowledge Base ✅ Uses AI to automate tasks with context ✅ Centralized knowledge retrieval
AI Assistants ✅ Real-time assistants in Slack, Teams, Chrome ❌ No interactive AI assistants
Speed of Deployment ✅ Fast, no-code setup for targeted use cases ❌ Requires full org-wide data ingestion
Workflows vs. Agents ✅ No-code workflow automation ⚠️ AI “agents” generate workflows dynamically
Security & Access ✅ Enterprise-ready (SOC 2, permissions, SSO) ✅ Strong security & granular permissions
Ideal Use Case ✅ Automating multi-step business processes ✅ Finding company-wide knowledge

Cassidy: AI That Works For You

Cassidy isn’t just about surfacing information—it’s about automating work. It can:

  • Draft & process RFPs in seconds, pulling from company knowledge.
  • Triage and route support tickets automatically, reducing workload.
  • Enrich and update CRM records, helping sales teams move faster.
  • Generate personalized emails, reports, and summaries with real business context.

With no-code workflow automation, teams can deploy Cassidy quickly for immediate value—no IT-heavy setup required.

Glean: Search, Not Automation

Glean specializes in enterprise knowledge retrieval, making it easy for employees to find information across wikis, emails, and files. It’s designed to:

  • Reduce internal support tickets by giving employees self-service answers.
  • Help new hires get up to speed by centralizing company knowledge.
  • Improve decision-making by surfacing relevant reports and past work.

Glean’s AI-powered search is fast and accurate, but it doesn’t automate tasks or workflows—users still have to take action manually.

Speed of Deployment: Quick Wins vs. Heavy Rollout

  • Cassidy: Deploy in days, not weeks, by targeting a single high-impact use case (e.g., automating customer support responses or drafting proposals). AI assistants and workflows can be embedded directly into Slack, Teams, and email without deep integrations.
  • Glean: Requires indexing the entire organization’s data before it’s useful. Companies must integrate Glean with all tools and set up permissions before employees can start using it.

Cassidy delivers value immediately, while Glean is a long-term IT investment.

Automation Workflows vs. AI Agents

  • Cassidy: Users build clear, step-by-step workflows—for example, analyzing an incoming request, updating a system, and drafting a response—all automatically. It’s predictable, structured automation that businesses can rely on.
  • Glean: Introduces AI “Agents”, which attempt to dynamically generate workflows on the fly based on broad user goals. While promising, this approach lacks fine control and predictability, making it less suited for critical business processes.

Enterprise Readiness & Security

Both platforms meet enterprise security standards, including SOC 2 compliance and strong access controls.

  • Cassidy provides role-based access and data privacy controls, ensuring AI assistants only access relevant information.
  • Glean enforces strict user permissions, making sure employees only see data they are authorized to access.

While both platforms prioritize security, Cassidy is faster to implement without requiring full company-wide data integration.

Who Should Use Cassidy vs. Glean?

Use Cassidy if you need:

✔️ AI-powered workflow automation that acts, not just retrieves data
✔️ Fast, no-code deployment for targeted automation use cases
✔️ Real-time AI Assistants in Slack, Teams, and Chrome
✔️ Automations that replace manual tasks like RFPs, support triaging, and CRM updates

Use Glean if you need:

✔️ Enterprise-wide search to help employees find existing knowledge
✔️ A centralized knowledge hub that connects to all your company’s data sources
✔️ AI that retrieves information but doesn’t take action

Final Thoughts: Why Cassidy Wins

Glean is a powerful knowledge retrieval tool, but Cassidy goes further—using AI to actually get work done. If your goal is to automate business processes, reduce manual effort, and deploy AI-powered workflows quickly, Cassidy is the clear choice.

Ready to see Cassidy in action? Book a demo today.

The Two Paths to Integrating AI in your Business
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The Two Paths to Integrating AI in your Business

AI models

There are two primary categories for integrating AI into your business:

  1. Boosting Internal Productivity - In other words, figuring out how to make your employees and workflows more efficient, so you can deliver better results faster.
  2. Enhancing the Customer Experience - Exploring what you can offer on top of your existing products and services to make your customers even happier.

Focusing on internal productivity will help cut costs, while improving the customer experience will help you earn more.

Internal Productivity

In my view, it’s easier to start with internal productivity. Greater AI adoption within your team or even by yourself will lead to a substantial increase in overall productivity. The right AI strategy will turn everyone in your organization into a top performer.

Of course, figuring out the best AI strategy can be tricky. But, I think it’s important to not overthink it. Just starting to use AI tools and sharing them with your team can pave the way for in-depth AI integration across your organization. It’s crucial for everyone to have that “Aha” moment with AI.

At CassidyAI, we’re all about this mission. While we’re still slowly rolling out early access, we’ve been documenting our process publicly because we believe everyone can benefit from the thinking we’re putting into how to build features that truly speed up internal workflows.

We showcased our plugin feature that allows you to bring an AI assistant, custom-trained for your business, virtually anywhere on the internet. It’s been a game-changer for sales, customer success, and marketing teams.

(Check out the demo here. You can also signup for the Cassidy waitlist here)

The point is this: When integrating AI into your business, consider the workflows and tasks that currently exist and explore how AI could be introduced to enhance them. Never assume AI can't help--even small steps towards incorporating AI eventually become meaningful time savings.

Customer Experience

On the other hand, you can drive significant customer retention and growth by thoughtfully using AI in your products and services. This approach requires creativity, as it is not as simple as purchasing an off-the-shelf solution for internal workflow optimization.

AI-enabled features in your products and services could include personalized recommendations, an AI chatbot, or simple AI features that make it easier for people to use your product. The catch is that these features must be unique to your business.

For instance, Shopify customers struggled to optimize their stores properly, so their AI sidekick was developed to do it automatically. Another example: I recently spoke with a personal trainer who introduced an AI chatbot for fitness-related questions because clients struggled with guidance on days they weren’t seeing the trainer.

When considering AI implementation, think about the biggest pain points for your current customers. Why do people churn? Is something stopping them from using your product or service more often? What are their unmet needs?

It’s within these questions, you’ll find opportunities to enhance the customer experience using AI.

Cassidy vs. ChatGPT Enterprise: Contextual AI Automation vs. Standalone Chatbot
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Cassidy vs. ChatGPT Enterprise: Contextual AI Automation vs. Standalone Chatbot

AI models

Overview

While both Cassidy and ChatGPT Enterprise utilize AI to enhance productivity, they serve distinctly different purposes. Cassidy is a robust, contextual AI automation platform designed to create custom workflows, integrate deeply into your existing tools, and leverage multiple AI models. ChatGPT Enterprise functions primarily as a standalone conversational chatbot built exclusively around OpenAI’s models, lacking deep workflow automation or extensive integrations.

Cassidy provides enterprises with adaptable AI solutions that scale across business units, ensuring contextually intelligent automation tailored specifically to your workflows.

Feature Comparison

Feature Cassidy ChatGPT Enterprise
Automation ✅ Flexible AI workflows ❌ Chat-only interaction
AI Models ✅ Multiple AI models (GPT-4, Claude, Gemini) ❌ Single model (GPT-4)
AI Assistants ✅ Integrated in Slack, Teams, Chrome ❌ No external integrations
Knowledge Base ✅ Unified enterprise-wide knowledge ❌ No central knowledge base
Support & Onboarding ✅ Dedicated enterprise support ❌ Generalized, limited support

Flexible AI Models vs. Single Provider Limitation

Cassidy allows your business to leverage multiple leading AI models, ensuring that you always have access to the best tool for the job. ChatGPT Enterprise restricts users to OpenAI’s proprietary models only, significantly limiting your flexibility and potentially future innovation.

Workflow Automation, Not Just Conversations

Cassidy empowers enterprises with comprehensive workflow automation, seamlessly linking multiple business tools and processes to perform tasks end-to-end without human intervention. ChatGPT Enterprise lacks automation capabilities, serving only as a conversational assistant without any capability for task automation or execution across multiple apps.

Integrated AI Assistants vs. Isolated Chat Experience

Cassidy's custom AI assistants integrate seamlessly into everyday business platforms like Slack, Microsoft Teams, and Chrome, delivering contextual support and real-time actions. In contrast, ChatGPT Enterprise offers a closed interface without built-in external integrations, restricting AI interactions to basic conversational exchanges within its own environment.

Centralized Enterprise Knowledge Management vs. Fragmented Storage

Cassidy provides a unified enterprise-wide knowledge base that continuously updates and enriches the context available to your entire organization, ensuring accuracy and relevance. ChatGPT Enterprise’s knowledge storage is ephemeral, restricted to individual sessions, and lacks permanent enterprise-wide knowledge management.

Dedicated Enterprise Support vs. Generic Onboarding

Cassidy offers personalized, white-glove onboarding, dedicated account management, and comprehensive training, ensuring your enterprise successfully adopts and scales AI across teams and processes. ChatGPT Enterprise provides general self-service onboarding with limited personalized support, potentially hindering widespread adoption.

Cassidy: The Smarter Enterprise AI Solution

ChatGPT Enterprise is suitable for standalone, conversational interactions, but Cassidy offers a far more powerful, scalable, and contextual AI solution designed specifically for enterprises. With its extensive integrations, multi-model flexibility, robust workflow automation, and enterprise-grade knowledge management, Cassidy empowers your business to fully harness the potential of AI across your entire organization.

Discover how Cassidy can elevate your enterprise workflows by booking a demo today.

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Access to the top models

Cassidy includes the top 5+ leading AI models.

Assistants

Intelligent assistants personalized to your team.

Workflows

Automate tasks with custom, data-driven workflows.

Chrome extension

Cassidy at your fingertips with browser extensions.

No model training

Unlike ChatGPT, Cassidy never trains with your data.

Knowledge Base

Centralized intelligence for smarter automation.