Built for leading enterprise teams

Rapidly scale AI automations across your org with the security, flexibility, and support enterprise teams require.
Trusted by 20,000+ teams & Fortune 500 Companies
Enterprise grade security (SOC 2 Type II, GDPR, ...)
Enterprise-level security
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 compliant &
CASA certified
Cassidy adheres to GDPR compliance regulations and is 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.

Enterprise features that make Cassidy the best AI solution for larger teams

Enterprise-grade security, seamless integrations, and centralized management tools that scale AI across your organization while maintaining compliance and data protection.
Branded graphic illustration showing how Cassidy AI allows enterprise clients to verify and manage their knowledge base seamlessly.

Documentation verification

AI can quickly become inaccurate and "hallucinate" with outdated data. Document Verification allows teammates to verify, request verification, or flag as outdated sources cited. This ensures your outputs are accurate and always up-to-date.

Built-in access to top AI models

Cassidy connects with all of the top leading models, so you never have to commit to one model. When new models get released, we add them to Cassidy. No API keys or extra subscriptions needed.
Branded graphic illustration showing how Cassidy AI allows enterprise clients to use the top AI models from a single interface
Branded graphic illustration showing how Cassidy AI allows enterprises to receive analytics & ROI reports on employees usage of Cassidy features

AI ROI report and analytics

Get monthly reports on team usage of productivity benefits to understand how AI is helping your team work faster.

Embeds within your existing tools

Connect your assistants and workflows to Slack, Teams, our Chrome Extension, and more so you can stay within your existing productivity and communication tools.

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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Cassidy AI branded illustration showing how users can leverage the full-power of Cassidy directly inside Slack

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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Cassidy AI branded illustration showing how users can leverage the full-power of Cassidy directly inside Microsoft Teams

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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Cassidy AI branded illustration showing how users can leverage the full-power of Cassidy directly inside any browser, including Chrome and Edge.
Cassidy AI branded illustration showing how users can leverage the full-power of Cassidy directly inside Gmail and Outlook

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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Cassidy AI branded illustration showing how users can leverage the full-power of Cassidy directly through embeds and APIs

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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Cassidy AI branded illustration showing how users can leverage the full-power of Cassidy directly inside Excel

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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Cassidy AI branded illustration showing how users can leverage the power of Cassidy directly inside Word

Unlock real savings & positive ROI

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

White glove
onboarding

Your success is our priority. From setup to scale, our onboarding and support teams are with you every step.
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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.

Endless enterprise
automations

10,000 automations available. From sales follow-ups to support replies to marketing content, it’s all possible in one platform.
Automate
responses to RFPs
Respond faster to RFPs by using Cassidy's workflows to extract questions, search for answers, and generate thorough answers.
90%
faster RFP replies
Generate security
questionnaires answers
Answer common risk assessment related questions using your knowledge base, such as data policies.
0%
reliance on engineering teams
Draft replies to
emails and tickets
Ask questions about your knowledge base, such as data policies, so you can craft responses to customer support inquiries that are grounded and accurate.
43%
faster to resolve queries
Internal
data search
Ask questions about your knowledge base, such as vacation policies, so employees can find information and the answers to their questions quickly
<1 sec
to find internal answers
Automate customer
support triaging
Prioritize and provide improved customer service by automatically escalating negative Zendesk tickets based on an AI sentiment analysis.
+23%
in customer satisfaction
Build your own tools
Cassidy has endless use-cases for your team to implement. Learn more in our use cases library.

Trusted by global executives
at leading organizations

"Cassidy allows us to be much more proactive in addressing critical customer complaints — automatically escalating issues to a manager who can solve customer problems quickly."

Exequiel
Customer Ops Director at Rvezy

“I never thought I’d be able to automate responding to our RFPs until I found Cassidy. It was incredibly easy to connect my tools, and helps us respond 5x faster to customers so we can close more deals.”

Aaron
Head of Sales at Lexer

Cassidy’s real-time context allowed us to finally implement AI automations across our marketing, HR, and sales teams."

Clarissa
Head of Sales at Lexer

"Across the board, our team is obsessed with using Cassidy as a copilot to refine solutions, research industry insights, streamline knowledge transfer across teams and find creative ways to automate the day-to-day monotonous tasks"

Garrett
Managing Director at e78

"Cassidy makes it easy for us to get our employees exactly the information they need — right when they need it."

Andreas
Creative Director at Gullers Group

"I would recommend Cassidy. We looked at other tools, but none made it this accessible. It’s proven itself across multiple departments, and it’s done it in a way that’s effective and easy to use."

Warren
Chief Product Officer at FrankieOne

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 does Cassidy handle data security and compliance?

Cassidy is built with enterprise-grade security, including SOC 2 Type II compliance, encryption in transit and at rest, access controls, and full audit logging. We support custom legal reviews and permissioning at the org or workspace level.

What models does Cassidy support?

Cassidy is model-flexible. You can select the best model for each workflow—whether it’s writing, reasoning, or retrieval. New models are added as they’re released, keeping your assistants up to date.

How does Cassidy integrate with our company's tools?

Cassidy connects with over 100 enterprise tools including Google Workspace, Microsoft 365, Slack, Salesforce, Notion, SharePoint, and more. Custom integrations via API are supported as well.

What kind of support does Cassidy offer?

You’ll be staffed with a dedicated AI Implementation Expert—someone focused on ensuring success by helping your team build workflows, find high-impact use cases, and drive adoption. Priority support is also available via Slack or email.

How long does rollout take?

Most teams have their first live workflows running within the first week. Your Implementation Expert will guide setup and ensure early success.

What is an AI Implementation Expert?

A Cassidy team member assigned to your account to help build workflows, surface new use cases, and ensure your rollout is successful.

How do we measure impact?

You’ll receive monthly ROI reports, usage analytics, and QBRs to track adoption and prove the value of your key workflows.

I have more questions.

Book a demo with our team—we’ll walk you through exactly how Cassidy works for your business.

Unlock a new era of AI automations

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