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What is Cassidy?
Cassidy is an AI automation tool that integrates with company data to create personalized assistants and workflows. It helps businesses automate customer support, qualify leads, and process RFPs, allowing teams to respond faster and work more efficiently.
What sets Cassidy apart?
Cassidy sets itself apart by creating AI assistants that leverage a company's existing knowledge base across over 100 integrated tools. This approach provides businesses with AI solutions that understand their specific context, brand voice, and operations. By offering real-time data syncing and refusing to train on private data, Cassidy ensures companies maintain control while automating complex, multi-step workflows.
Cassidy Use Cases
- Automate customer support
- Respond to RFPs instantly
- Draft on-brand content
- Personalize sales emails
- Analyze competitor offerings
Who uses Cassidy?
Chief Operating Officers Marketing Managers IT Project Managers Chief Executive Officers Account Executives Market Research Analysts Business Analysts Customer Service Representatives Business Development Representatives Compliance Managers Sales Representatives Customer Success Managers Human Resources Managers Sales Operations Specialists Project Managers Product Managers Financial Analysts Executive Assistants Administrative Assistants Operations Managers Business Development Managers Sales Managers
Features and Benefits
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Connect your existing tools and data to provide AI with real-time context about your business, customers, and competitors. Knowledge Base Integration - Create AI assistants tailored to your business needs, trained on your company's knowledge and brand voice. Customized AI Assistants
- Build no-code AI workflows to automate tasks like content creation, customer support, and lead qualification. Automated Workflows
- Utilize multiple leading AI models within a single platform to leverage their unique strengths for different tasks. Multi-Model Access
- Ensure data privacy and compliance with features like SOC 2 Type I compliance, advanced permissioning, and encrypted data storage. Enterprise-Grade Security
Pricing
Free TrialFree trial $0/mo
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3,000 credits (one-time) - 3 seats
- 5,000 knowledge pages
- AI Assistants
- Workflows
- Core Integrations
Starter $149/mo
- 15,000 credits per month
- 5 seats
- 50,000 knowledge pages
- Unlimited Assistants
- Unlimited Workflows
- All Integrations (Slack, Notion, Sharepoint, ...)
Teams $499/mo
- 60,000 credits per month
- 10 seats
- 150,000 knowledge pages
- Unlimited Assistants
- Unlimited Workflows
- All Knowledge Base Integrations (Slack, Notion, Sharepoint, ...)
- Dedicated Slack support
- 1h AI Training Session
Enterprise Price not available
- Custom credits per month
- Custom seats
- Custom knowledge pages
- Unlimited Assistants
- Unlimited Workflows
- All Knowledge Base Integrations (Slack, Notion, Sharepoint, ...)
- White glove setup and onboarding
- Advanced permission controls
- Single Sign-On (SSO) capability
- Dedicated AI Implementation Expert
- Personalized AI training sessions
- Custom integrations
- Live syncing with connections
- Workflow deployments
- Document Verification
- AI ROI Report
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Cassidy Alternatives
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Transform legacy portals into modern APIs
