Cassidy AI

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About

Cassidy AI enables organizations to build and deploy AI agents that operate like team members, handling complex workflows that require nuance and business context. The platform features a unified knowledge base that connects documents, wikis, and data sources for accurate AI decision-making. Agents support agentic reasoning to handle exceptions and complex logic, cross-system execution to connect with existing tools, and human-in-the-loop guardrails for business-critical work. Key features include no-code creation, continuous knowledge synchronization, meeting recording and processing, and deployment directly into collaboration tools. The platform serves use cases including deal/CRM context retrieval, meeting intelligence and CRM updates, RFP response drafting, support ticket triage, and technical knowledge retrieval. Cassidy is trusted by 20,000+ teams and offers GDPR, SOC 2 Type II, and HIPAA compliance.

Who it's for

Build internal copilots, RAG & knowledge bases

Price

Starter plan (free): 3 seats, 1 workspace, 10,000 AI credits/month, 100K pages storage. Business plan: custom seats, workspaces, credits, and storage with premium support. Exact Business plan pricing requires booking a demo.

AI level