CASSIDY FOR MANUFACTURING

AI Agents built for the complexity of industrial operations

Cassidy turns your technical documentation, engineering standards, and operational knowledge into AI Agents and Workflows that work the way your teams do—across sales, operations, and the plant floor.
Interface showing Cassidy Agents like the Quote Prep Agent by Markus, shared with team and added to Slack, featuring description of its automatic extraction of key RFQ requirements and proposal generation, alongside other AI Agents like the Technical Q&A Agent.
Trusted by 20,000+ teams worldwide
What you are installing

A complete operating system for manufacturing & industrial operations

Not software you figure out alone. A system—with the infrastructure, the automations, and the people to make it work.
01. The Platform
AI infrastructure built on your data
02. The agents
Ready-to-run Workflows, tailored to you
Central Cassidy logo with three blue circular icons representing the Cassidy ecosystem ( Platform, Agents, Experts) connected by dotted lines on a dark background, representing settings, monitor, and user group.
03. The Experts
AI consultants who know manufacturing & industrials

One platform to automate the work that slows industrial sales and operations

Knowledge Base
Give AI your specs, standards, and expertise
Connect your technical documentation, application notes, and regulatory requirements. Cassidy understands the nuances of your products and processes, not just keywords.
AGENTS & WORKFLOWS
Automate the work that blocks deals
Build Workflows that turn weeks-long quote cycles into days. Parse documents, match specs, flag gaps, and generate first drafts—all before engineering gets involved.
SECURITY & COMPLIANCE
Built for regulated environments
SOC 2 Type II and GDPR compliant. Your data never trains AI models. Role-based access controls ensure your proprietary specs and customer information stay secure.
Sales

Respond to RFQs before your competitors can

  • Ingests RFQs and extracts structured requirements
  • Cross-references specs against your product catalog
  • Generates first-draft proposals for engineering review
Field Sales

Get answers without waiting on engineering

  • Searches across product specs, compliance docs, & RFQs
  • Delivers cited, accurate answers in seconds
  • Works in Slack, Teams, or wherever your team operates
Operations

Generate SOPs from existing knowledge in minutes

  • Ingests docs from past projects and current standards
  • Outputs formatted SOPs ready for review and approval
  • Keeps documentation current as processes evolve
COMPLIANCE

Map regulatory changes to affected products automatically

  • Monitors standards bodies and flags relevant changes
  • Maps changes to affected products, specs, or proposals
  • Outputs compliance checklists ready for engineering review

More ways to automate industrials workflows

Sales, operations, and engineering teams use Cassidy to tackle their most time-consuming processes

Connects to the tools your team already uses

Pull context from anywhere. Take action everywhere.
Deploy where your team works.
Grid of Cassidy integration app icons including OpenAI, Google Drive, Slack, Google Chrome, Confluence, Salesforce, Zendesk, HubSpot, Microsoft Teams, Gmail, and SharePoint with text labels Reply DM, Write Email, Update Lead.

Meet the teams getting real AI wins

From Fortune 500s to fast-scaling startups, teams rely on Cassidy for the work that matters most.

Secure, governed, and ready for enterprise

We maintain compliance with the strictest international security and privacy standards
SOC 2 Type II
GDPR
CASA
HIPAA
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

Frequently asked questions

Find answers to common questions about the Knowledge Base, security, and getting started. Still have questions? Talk to our team!
How is Cassidy different from other AI tools?

Cassidy isn't a generic AI chatbot—it's a platform built for benefits operations. We combine no-code Workflows your team can build on with a dedicated solutions team that helps you design, implement, and optimize automations specific to your processes.

What industrial workflows can Cassidy automate?

Teams use Cassidy to parse RFQs, generate proposals, validate specs against product catalogs, create SOPs, track regulatory changes, answer technical questions, and more—tailored to how your business works.

Can Cassidy handle our proprietary specs and standards?

Yes. Cassidy connects to your product catalogs, engineering standards, application notes, and past proposals. Using leading AI models and your Knowledge Base, it reads, understands, and applies your specific documentation—not generic guesses.

Does Cassidy integrate with ERP and CRM systems?

Yes. Cassidy connects to SAP, NetSuite, Microsoft Dynamics 365, Salesforce, and other systems via native integrations or API. It also syncs with SharePoint, Google Drive, and the tools your team uses daily.

How long does it take to get started?

Most teams stand up their first Workflows in days, not months. Our solutions team partners with you to identify high-impact use cases, build initial automations, and ensure your team sees value quickly.

Can Cassidy scale during busy quoting periods?

Yes. Cassidy handles volume spikes without adding headcount. Whether you're responding to a surge of RFQs or processing a backlog of compliance checks, Workflows scale to meet demand.

Is Cassidy secure enough for proprietary data?

Yes. Cassidy is SOC 2 Type II and GDPR compliant. Your data is encrypted in transit and at rest, never used to train AI models, and protected by role-based access controls and full audit logging.

Can non-technical team members build Workflows?

Absolutely. Cassidy is no-code—if you can describe what you want to automate, you can build it. No IT tickets, no engineering dependencies.

What AI models does Cassidy use?

Cassidy supports leading models from OpenAI, Anthropic, and Google. You can select the right model for each task, balancing accuracy, speed, and cost.

Move from idea to production with Cassidy