# Cassidy AI

> Cassidy is an AI automation platform that helps business teams build AI Agents and Workflows powered by their company's own knowledge. Unlike generic AI tools, Cassidy connects to your business data to deliver context-aware automations that handle complex, multi-step work across sales, support, operations, and marketing — without writing code.

Cassidy is used by startups, mid-market companies, and Fortune 500 enterprises. It is model-flexible, supporting OpenAI, Anthropic Claude, and Google Gemini models. All data is SOC 2 Type II certified, encrypted at rest and in transit, and never used for model training.

Key differentiator: Cassidy embeds AI reasoning at every step of a workflow — it does not treat AI as an external add-on. Agents and Workflows can reference a centralized Knowledge Base, handle nuance and exceptions, and take action across connected tools.

## Core Product

- [Home](https://www.cassidyai.com/): Overview of the Cassidy platform and value proposition
- [Agents](https://www.cassidyai.com/assistants): AI teammates trained on your company's knowledge that can answer questions, draft content, and take action
- [Workflows](https://www.cassidyai.com/workflows): No-code multi-step automations that combine triggers, AI reasoning, and actions across 100+ integrations
- [Knowledge Base](https://www.cassidyai.com/): Centralized hub of company knowledge — documents, wikis, SOPs, meetings — that powers all AI outputs with real-time syncing
- [Meetings](https://www.cassidyai.com/): Records, transcribes, and extracts insights from meetings, feeding results back into the Knowledge Base and triggering follow-up Workflows
- [Integrations](https://www.cassidyai.com/): Connects with Google Workspace, Microsoft 365, Salesforce, HubSpot, Slack, Teams, Notion, Zendesk, Jira, and 100+ more tools

## Use Cases

- [All Use Cases](https://www.cassidyai.com/solutions): Browse 1,000+ pre-built automation templates across every business function
- [RFP Automation](https://www.cassidyai.com/solutions): Extract questions, search past answers in the Knowledge Base, and generate accurate RFP responses
- [Sales Enablement](https://www.cassidyai.com/solutions): Draft personalized outreach, build account briefs from CRM data, and automate follow-ups
- [Customer Support](https://www.cassidyai.com/solutions): Triage tickets, draft on-brand replies, and route requests using company policy context
- [Marketing](https://www.cassidyai.com/solutions): Generate SEO content, repurpose blog posts to social, and maintain brand voice at scale
- [Operations & HR](https://www.cassidyai.com/solutions): Automate onboarding, internal Q&A, compliance tracking, and employee support

## Pricing & Plans

- [Pricing](https://www.cassidyai.com/pricing): Starter plan for individuals; Business plans that scale by team size, workflow volume, and feature needs; Enterprise plan with dedicated implementation support, SSO, and custom SLAs

## Enterprise

- [Enterprise](https://www.cassidyai.com/enterprise): SOC 2 Type II, GDPR and HIPAA compliance, SSO, role-based permissions, data retention controls, dedicated AI Implementation Expert, and white-glove onboarding

## Documentation & Resources

- [Help Center / Docs](https://docs.cassidyai.com/): Getting started guides, Knowledge Base setup, Workflow building, Agent configuration, and integrations reference
- [Blog](https://www.cassidyai.com/blog): Product updates, AI automation guides, use case deep-dives, and comparisons with other tools

## Optional

- [Security & Trust](https://www.cassidyai.com/): Details on SOC 2 Type II certification, encryption, GDPR/HIPAA compliance, and data handling policies
- [Customers](https://www.cassidyai.com/): Case studies and testimonials from enterprises and fast-scaling teams
- [Careers](https://www.cassidyai.com/): Open roles at Cassidy