Cassidy

Cassidy is an enterprise AI platform for building AI agents that work like team members — handling complex, knowledge-intensive workflows rather than one-off chats. Its foundation is a continuously syncing knowledge base that connects your documents, wikis, and data, so agents reason with your company’s real information. With no-code building, strong security certifications, and deployment across the tools teams already use, it targets businesses that want practical, grounded automation at scale.

What is Cassidy?

Cassidy is an enterprise AI automation platform that enables businesses to build and deploy AI agents that operate like team members, automating complex, knowledge-intensive workflows across operationally demanding industries. Its core is a unified, continuously syncing knowledge base that connects documents, wikis, and data sources so agents work from current company knowledge. On top of that, its agents and workflows use agentic reasoning to handle nuance, complex logic, and exceptions across multiple systems, and it offers no-code, AI-assisted workflow building accessible to non-technical teams. Cassidy deploys where people work — Slack, Microsoft Teams, Chrome, and Microsoft Word, Excel, and Outlook — and is model-agnostic, supporting OpenAI, Anthropic, and Google models. On security it is enterprise-grade: SOC 2 Type II, GDPR, HIPAA, and CASA certified, with role-based access controls and a commitment that data is never used for model training. It reports use by 20,000-plus teams across industries including insurance, professional services, and healthcare.

What it does well

• Grounded in your data: a continuously syncing company knowledge base.
• Agentic workflows: handles nuance, logic, and exceptions across systems.
• No-code building: accessible to non-technical teams.
• Enterprise security: SOC 2 Type II, GDPR, and HIPAA, with no training on your data.

Who it is for

Cassidy fits mid-sized and larger businesses — especially in knowledge-heavy, regulated industries like insurance, professional services, and healthcare — that want to automate complex workflows with AI agents grounded in their own documents and data, with strong security and access controls. Its no-code builder makes it usable beyond engineering teams. Individuals or very small teams wanting a simple chatbot may find it more than they need, and building effective agents takes thoughtful setup, but for secure, knowledge-grounded enterprise automation, Cassidy is a capable, well-credentialed platform.

Things to keep in mind

• It is an enterprise platform, so pricing and setup suit teams, not individuals.
• Building effective agents and workflows takes thoughtful configuration.
• The most value comes when your knowledge sources are well organized.

Our verdict

Cassidy is a capable enterprise AI automation platform, and its emphasis on grounding agents in a continuously syncing company knowledge base — combined with agentic workflows, no-code building, and serious security credentials (SOC 2 Type II, GDPR, HIPAA) — makes it a strong fit for businesses automating complex, knowledge-heavy work. Deployment across Slack, Teams, and Office meets teams where they are. It is built for organizations rather than individuals and effective agents take setup, but for secure, grounded enterprise AI automation, Cassidy is a well-rounded choice.

Frequently asked questions

What is Cassidy?

Cassidy is an enterprise AI automation platform for building AI agents and workflows grounded in your company knowledge, deployable across Slack, Teams, and Microsoft Office.

How does Cassidy use company knowledge?

It provides a unified, continuously syncing knowledge base that connects your documents, wikis, and data sources so agents reason with current company information.

Is Cassidy secure?

Yes, Cassidy is SOC 2 Type II, GDPR, HIPAA, and CASA certified, with role-based access controls, and states your data is never used for model training.

Which AI models does Cassidy support?

Cassidy is model-agnostic, supporting models from OpenAI, Anthropic, and Google.

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