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A business AI platform that builds assistants and automations grounded in your company knowledge across 100+ integrations.

knowledge-baseai-agentsworkflowsmeetingsenterprise-automationintegrations
Cassidy screenshot

About Cassidy

Cassidy is an AI automation platform for businesses, offering a free Starter plan with 3 seats, 10,000 AI credits, and 30,000 pages of storage. It builds AI agents and multi-step workflows that operate like team members, using a unified knowledge base that syncs across documents and data sources. The platform is model-agnostic and integrates with 100+ tools including Slack, Teams, Chrome, Word, and Excel. It provides advanced visibility with custom roles and permissions. Cassidy is designed for complex industries like insurance, industrials, employee benefits, professional services, and healthcare, automating manual workflows, dense document handling, and high-stakes processes.

Features

  • Unified knowledge base
  • Custom AI agents
  • Multi step workflows
  • Meeting to action automation
  • Model agnostic architecture
  • Enterprise security compliance

Tool Details

Editorial score
4.1/5
Category
AI Automation & Agents
Last verified
2026-07-10
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