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With vs. without Cassidy

The context behind every automation

Plug in once, power everything

Your Knowledge Base powers every automation you build. Sync your documents and Cassidy retrieves what's relevant for the task at hand, pulling the right context for each Agent and Workflow. Every answer, decision, and action AI makes is grounded in your data and cited to the source.

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Knowledge Base

Live Sync

Live-syncing

Always up-to-date knowledge

Sync with the tools you already use like Google Drive, SharePoint, Confluence, and Box. Cassidy automatically keeps your Knowledge Base current, pulling in new files, edits, and updates as they happen. Your AI works from the latest information, every time.

Access rules that mirror your organization

Cassidy preserves who can see what—users can only view documents and receive answers from sources they're authorized to access. Sensitive information stays protected as your AI scales across teams. Built for governance and compliance from the start, with data secured using the highest standards.

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Sales Training Handbook

Change status

Mark as Verified

Request Manager Verification

Flag as Outdated

document verification

Built-in quality control for your knowledge

Cassidy lets teammates verify, request verification, and flag sources as outdated. Document owners are notified to update or deprecate content so your AI stays grounded in information you trust.

A powerful Knowledge Base with multiple benefits

Semantic search

Find relevant information based on meaning—not just keywords—across all your documents

Answer hub

Create curated question and answer pairs that Agents prioritize when users ask related questions

Website import

Pull content directly from URLs so your Knowledge Base stays aligned with your public-facing information

Meeting transcript

Import recordings and transcripts from Google Meet, Zoom, MS Teams or Webex directly into your Knowledge Base

Collections by team

Organize knowledge by department—Sales, Support, Marketing, Ops—with separate permissions for each

Deep-linked citations

Every answer links back to the exact source and snippet—click through to see context instantly

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Real use cases powered by Cassidy’s Knowledge Base

Automate the critical and the mundane work that keeps your best people from focusing on what only they can do.

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Research Agent - Any Topic

Unlock actionable intelligence faster. Our Research Agent autonomously gathers and

Underwriting Clause Risk Review

Accelerate and standardize underwriting decisions with automated risk analysis and obligation tracking.

Searchable Sales Call Memory

Reps and managers can find answers fast, keep MEDDICC up to date, and drive consistent follow‑through without rewatching calls or chasing notes.

Support Ticket Q&A Analysis

Unlock actionable intelligence faster. Our Research Agent autonomously gathers and

Connect to the tools your team already uses

Pull context from anywhere. Take action everywhere. Deploy where your team works.

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Secure, governed, and ready for enterprise

Cassidy supports enterprise security, privacy, and governance requirements, with controls for identity, access, data protection, and organizational oversight.

SOC 2 type II

Attested

GDPR

Compliant

HIPAA

Compliant

CASA

Validated

No model training on your data

Your information stays private and is never used for training

Single sign-on (SSO)

Connect your identity provider for secure, centralized access

Advanced RBAC user permissions

Fine-grained control over access across teams and roles

Advanced data security

Row-level security and granular access controls protect against unauthorized access

Choose your model

Select from leading models from OpenAI, Anthropic, and Google

Organization-wide instructions

Set guardrails and rules that apply across every Agent and Workflow

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Work that drives real results

Case study

How OneDigital Became the First 6,000-Person AI-Native Company

Learn more

80%+

Firmwide adoption
(Weekly Active Users)

6,000

Employees onboarded
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"What we've always cared about is giving our people the ability to do great work — and the Cassidy team understood that from the start. They helped us take decades of experience from people like Shelley and Scott and turn it into something the next person who joins the team can tap into on day one."

Robin Singhvi, Director of AI Programs, OneDigital

OneDigital case study - AI adoption success story

FAQ

Find answers to common questions about the platform, security, and getting started. Still have questions? Talk to our team!

Is my data used to train AI models?

No. Your data stays private. Cassidy never uses your data to train AI models—it's used solely to provide context for your automations. Review our security center here.

How does Cassidy keep information up to date?

Cassidy syncs with your external data sources, so your Knowledge Base always reflects the latest versions of your files. To maintain accuracy over time, we also offer Document Verification—allowing your team to flag potentially outdated content for review, so Agents only rely on verified information.

Can I deploy Cassidy in Slack or Microsoft Teams?

Yes. Cassidy can be deployed through Slack and Microsoft Teams, as well as via Chrome, Word, Excel, and Outlook extensions. This allows you to use Cassidy directly within the tools your team works in every day.

What security certifications does Cassidy have?

Cassidy is SOC 2 Type II, GDPR, HIPAA, and CASA certified. All data is encrypted in transit and at rest, with granular, role-based access controls. Review our security center here.

How is Cassidy different from other AI tools and platforms?

Cassidy is an automation platform built to power real business processes—not just simple workflows.

Deep Business Context: Cassidy connects to your company's unique data through our Knowledge Base, understanding your specific processes, terminology, and brand voice.
Ease of Use: No developers required. Our no-code platform lets non-technical teams stand up Workflows and Agents in hours, not months.
Enterprise Support: Our dedicated solutions team partners with you to design, build, and refine Agents that deliver real ROI.

See how Cassidy compares to other tools in our Blog here.

How are other companies using Cassidy?

Teams at startups and Fortune 100 enterprises alike use Cassidy to automate critical workflows. Explore hundreds of examples in our Use Case Library.

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Common applications include:

Sales: Get complete context with deal and customer Q&A, auto-update CRM fields after calls, draft RFP responses from approved answers, and enrich leads automatically.
Customer Support: Empower agents to answer technical questions, auto-draft replies to incoming tickets, triage and route tickets to the right team, and turn resolved tickets into help articles.
Marketing: Create SEO content at scale in your brand voice, repurpose content across channels, check content against style guides, and track competitors.
Operations: Enable instant internal answer search for employees, guide new hires with role-aware onboarding, analyze operational data for bottlenecks, and generate SOPs from existing processes.

Can Cassidy connect with my existing tools?

Yes. Cassidy integrates with hundreds of tools across your stack. We offer native integrations for Knowledge Sources (like Google Drive, SharePoint, and OneDrive) and Workflow Actions (like updating Salesforce or sending Microsoft Teams messages). For custom needs, connect to virtually any app using webhooks and our API. Explore all our integrations on our Integrations page here.

Move from idea to production with Cassidy

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Give AI the context to work the way you do

Your AI is only as good as what it knows. Cassidy connects your business knowledge—and the understanding to use it