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.

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 To maintain accuracy over time, we also offer Document Verification—allowing your team to flag potentially outdated content for review, so Agents only rely on verified information.

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.

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.

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.

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.

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.