Starter Plan
- 3 Seats
- 1 Workspace
- 10,000 AI credits / month
- 30,000 pages of storage
Overview
Cassidy is an advanced AI automation platform designed to empower businesses to build intelligent AI agents that operate seamlessly alongside their teams. It excels at automating complex, high-stakes workflows by deeply understanding a company's unique knowledge and data.
Unified Knowledge Base
At its core, Cassidy features a unified Knowledge Base that connects information across documents, wikis, and various data sources, creating a single source of truth. This knowledge base continuously syncs, automatically ingesting and updating files, SOPs, and policies in real-time. This ensures that AI agents always act on the latest information and possess context-aware intelligence, understanding specific terminology, rules, and edge cases unique to your company.
Intelligent Agents & Workflows
The platform enables the creation of AI agents and multi-step workflows capable of handling tasks previously only manageable by humans. These agents employ agentic reasoning to navigate nuance, complex logic, and exceptions, making informed decisions rather than rigidly following scripts. They can execute actions across multiple systems, connecting deeply with your existing tech stack. Precision and control are maintained through guardrails and Human-in-the-Loop features, ensuring oversight over business-critical operations.
Accessible Deployment & Enterprise Readiness
Cassidy is built for accessibility, offering no-code creation that allows non-technical teams to stand up robust workflows in days. Agents can be deployed directly into popular collaboration tools like Slack, Microsoft Teams, and even within browser extensions for Chrome, Word, and Excel, enabling them to run tasks around the clock where your team works. The platform is enterprise-ready, built for operationally complex industries such as insurance, manufacturing, logistics, employee benefits, and professional services. It boasts enterprise-grade security and compliance, including SOC 2 Type II, GDPR, HIPAA, and CASA certifications, ensuring data privacy and protection. Cassidy also offers a dedicated expert solutions team to partner with businesses for design, build, and refinement, ensuring real ROI.
Key features
- AI Agent Builder
- Unified Knowledge Base with continuous sync
- Context-aware Intelligence for business-specific understanding
- Multi-step Workflow Automation
- Agentic Reasoning for complex logic and exceptions
- Cross-system Execution across existing tools
- No-code Creation for non-technical teams
- Deployment in Slack, Microsoft Teams, Chrome, Word, Excel
- Enterprise-grade Security & Compliance (SOC 2 Type II, GDPR, HIPAA, CASA)
- Human-in-the-Loop Control
- Model Agnostic (supports OpenAI, Anthropic, Google models)
- Dedicated Expert Solutions Team
Who uses it
Cassidy is designed for operationally complex industries such as insurance, manufacturing, logistics, employee benefits, and professional services. It serves various departments including sales, customer support, marketing, and operations teams within startups to Fortune 100 enterprises looking to automate critical, high-stakes workflows.
Pros
- Automates complex, high-stakes workflows with agentic reasoning
- Leverages a unified, continuously updated knowledge base for deep business context
- No-code platform enables non-technical teams to build agents quickly
- Integrates with existing tools and deploys where teams work (Slack, Teams, browser)
- Robust enterprise-grade security and compliance (SOC 2 Type II, GDPR, HIPAA, CASA)
- Offers dedicated expert support for implementation and ROI
Cons
- Pricing is not transparently listed, likely custom enterprise-focused
- May require significant initial setup to integrate all business knowledge and systems
- Focus on complex workflows might be overkill for simpler automation needs
- Requires human-in-the-loop for critical tasks, which adds a step
Our take
Cassidy is a powerful AI automation platform designed for enterprises to build intelligent agents that deeply understand their business context and automate complex, critical workflows. Its robust security, no-code interface, and dedicated support make it a strong contender for organizations seeking to scale AI adoption across various departments.
Pricing plans
Business Plan
- Custom seats & workspaces
- Custom AI credits & storage
- Premium onboarding & support
- Access to all features
Pricing details are provided for reference and may differ from the vendor's current plans.
Website Analytics
Traffic and engagement estimates for Cassidy. Updated Jul 29, 2026.
Monthly visits
67.3K
Estimated monthly website traffic
Growth
+11.7K
Month-over-month change
Growth rate
+21.0%
Relative monthly change
Bounce rate
26.4%
Estimated bounce rate
Visit history
Engagement
- Avg visit duration
- 3m 11s
- Pages per visit
- 4.9
Traffic sources
- Direct88.2%
- Search Organic4.8%
- Referrals2.8%
- Affiliate1.0%
- Social Paid0.8%
- Gen Ai0.8%
- Search Paid0.7%
- Mail0.5%
- Social Organic0.4%
- Display Ads0.1%
Top countries
- United States of America84.5%
- India2.3%
- Sweden2.3%
- Viet Nam1.6%
- Brazil1.1%
Figures are third-party estimates and may differ from actual site analytics.
Comments
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