Cassidy

Cassidy

Cassidy is a no-code AI automation platform that lets teams build Agents and Workflows based on their own company knowledge base, deploying them to everyday work scenarios like Slack, Teams, and email.

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Last Updated 10/9/2026

About Cassidy

Cassidy is an AI automation platform that helps teams build Agents and Workflows powered by their company's business knowledge. Unlike generic AI tools, Cassidy can connect your company's documents, wikis, meeting notes, and integrated tools, so automations understand your terminology, processes, and edge cases—without writing code or needing technical skills. The Knowledge Base brings documents, websites, meetings, and tools into a single source of truth with real-time syncing, giving every Agent and Workflow real company knowledge for context. Workflows turn complex processes into automations without waiting on engineering schedules, reasoning, making decisions, and taking actions based on the Knowledge Base. Agents can take actions across tools and be deployed to Slack, Teams, Google Chat, email, or embedded into the places where your team already works.

Best for

Business teams that want to automate repetitive processes without writing code
Team leaders who need AI to answer and act based on internal company documents and materials
Non-technical teams that want to launch AI assistants quickly without engineering resources

Best use cases

Bring scattered files such as meeting notes, sales materials, and training documents into a unified knowledge base, so automations produce trustworthy, citable results

Drive AI workflows with conditions such as scheduled triggers to automatically generate content and perform actions like sending emails or uploading files

Deploy AI agents to Slack, Teams, Google Chat, or email to handle day-to-day business requests

Features

Knowledge Base

Connect documents, websites, meetings, and tools into a single source of truth with real-time syncing, so every Agent and Workflow operates on real company knowledge, with outputs that can include citations and respect permission settings.

Workflows

Turn complex processes into automations without waiting on your engineering team. Built on the Knowledge Base, connected to your existing tools, and equipped with guardrails that keep you in control, workflows can reason, make decisions, and execute actions.

AI Agents

Agents built on the Knowledge Base and trained in your brand's voice can take actions across tools, and be deployed to Slack, Teams, Google Chat, email, or embedded wherever your team works.

No-Code Onboarding

The no-code platform lets non-technical teams build Workflows and Agents in hours instead of months, with no developer required.

Pros

  • Build workflows and AI agents with no code and no developer required
  • Automations are grounded in your company knowledge base, understanding your own terminology, processes, and brand voice, with outputs that include citations
  • AI agents can be deployed to Slack, Teams, Google Chat, email, or embedded for use
  • Knowledge Base syncs in real time and respects permission settings

FAQ

Cassidy's Knowledge Base connects documents, websites, meeting notes, and tools into a single source of truth with real-time syncing, so every Agent and Workflow operates on real company knowledge, with outputs that include citations and respect permission settings.
No. The official documentation states that its no-code platform lets non-technical teams build Workflows and Agents within hours, without a developer.
Yes. Agents can be deployed to Slack, Microsoft Teams, Google Chat, or email, or embedded wherever your team works.
On the pricing comparison page, you can switch between monthly and annual billing at the top; annual billing comes at a discount compared to paying monthly. After selecting a plan, click Buy Plan and complete checkout via Stripe. For an Enterprise plan with custom limits, SSO, dedicated support, or advanced security features, click Contact Us on the plans page or email [email protected].

Tool Information

DeveloperCassidy
Release Date10/9/2026
Pricingsubscription