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Cassidy

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Agent builderindependentVerified 2026-07-01

No code platform for building AI agents and multi step workflows grounded in your company knowledge, with a permission aware knowledge base, citations, and a choice of leading models.

Cassidy is a no code AI automation platform, built by Cassidy Inc., that lets teams build AI agents and multi step workflows grounded in their own company knowledge. Trusted by more than twenty thousand teams, from startups to Fortune 100 enterprises, it is designed for non technical users who can stand up agents and workflows in hours rather than months. Cassidy positions itself as an automation platform for real business processes across sales, support, marketing, operations, and human resources, not just a generic chat tool.

The platform rests on four connected pieces. A Knowledge Base connects documents, wikis, meeting transcripts, and integrated tools into a single, continuously synced source of truth that is permission aware, so agents only retrieve what a user is allowed to see. Agents are context aware teammates anyone can build in plain language for a specific role, and they answer questions, complete tasks, and take action across tools. Workflows turn complex processes into multi step automations, and a meeting recorder turns conversations into searchable knowledge and next steps.

Knowledge grounding is a genuine strength. Responses reflect a company's brand voice and cite the exact source, and a Document Verification feature lets teammates verify, request verification of, or flag as outdated the sources an agent cites, so outputs stay accurate over time. Cassidy is model flexible across leading models from OpenAI, Anthropic, and Google, letting users pick the best model per agent, with new models added as they release and no separate API keys required. It connects to more than a hundred tools, with custom integrations through webhooks and an application programming interface.

Cassidy is built for enterprise trust. It is SOC 2 Type II, GDPR, HIPAA, and CASA certified, encrypts data in transit and at rest, enforces granular role based access, keeps full audit logs, and never uses customer data to train models. Agents deploy where teams already work, in Slack, Microsoft Teams, Google Chat, the browser, Microsoft Word, Excel, and Outlook, or embedded on a website. Its main gaps are persistent agent memory, on premises deployment, a formal testing framework, and agentic computer use, none of which are yet first class. Pricing is transparent and self serve, starting at forty nine dollars a month.

Vendor details

Canonical URL

https://cassidyai.com

Category

Agent builder

Company status

independent

Use cases & customers

In practice

A sales team wastes hours on requests for proposals. A Cassidy agent grounded in approved answers and past proposals drafts responses five times faster, citing the exact source documents so subject matter experts only need to validate rather than write from scratch.

A support team wants faster, consistent replies. A Cassidy agent reads the knowledge base and past tickets, auto drafts replies, triages and routes tickets to the right team, and turns resolved tickets into help articles, all inside Slack.

An operations lead needs employees to find answers fast. They build a Cassidy agent in plain language, connect SharePoint and Google Drive, and deploy it to Microsoft Teams so staff get sourced, permission aware answers instantly.

Sources & related URLs

Research notes

No-code AI automation/agent-builder platform. Cassidy Inc. Launched Sept 2023. 20,000+ teams incl Fortune 500. Build AI Agents + multi-step Workflows grounded in company knowledge. 4 core pieces: Knowledge Base (docs/wikis/meeting-transcripts/tools, real-time sync, permission-aware, CITED), Agents (no-code NL teammates, answer/complete-tasks/take-action), Workflows (multi-step no-code drag-drop automations, take actions: update Salesforce/send Teams/route tickets), Meeting recorder. KNOW=F: citation-grounded ('cite the exact source') + permission-aware KB + Document Verification (verify/flag-outdated sources). SEC=F: SOC 2 Type II/GDPR/HIPAA/CASA certified, encryption in-transit+at-rest, granular RBAC, full audit logging, no-model-training, SSO. INT=F: 100+ tools (Google Workspace/MS365/Slack/Salesforce/Notion/SharePoint/HubSpot/Airtable/Zendesk/ServiceNow/Jira/Zapier) + webhooks + API. MODEL=F: OpenAI/Anthropic/Google, pick-per-agent, new models added. Deploy: Slack/Teams/Google Chat/web-embed/Chrome-Edge/Word/Excel/Outlook/Gmail (broad WORKPLACE channels, Trig=P internal not customer-omnichannel). Pack=P (80+ templates + Copilot builder). Detractors: Mem=N (KB grounding ≠ agent memory), Dep=N (cloud, no on-prem), Eval=N (Document Verification ≠ agent-testing), Comp=N (Chrome extension = embed, not agentic browser-use). PRICING (public): Starter $49/mo (10k credits, 20k KB pages, unlimited assistants/workflows, 5 seats), Pro ~$149/mo, Business ~$499/mo, Enterprise custom. Credit-based (per-task consumption), 14-day trial, annual -20%. self_serve. Domain cassidyai.com. Score 7.5 (5F/5P/4N).

Capability coverage

7.5 / 14 capabilities · 54%

Integrations & Tool CallingCassidy connects to more than a hundred enterprise tools with native knowledge source and workflow action integrations plus webhooks and an application programming interface for custom needs, so full. Full
Workflow OrchestrationCassidy turns complex processes into intelligent multi step automations and its agents complete tasks and take action across tools like updating Salesforce and routing tickets, so full. Full
Knowledge Grounding & RAGCassidy grounds every agent in a permission aware knowledge base that syncs company documents and cites the exact source, with document verification to flag outdated sources, so full. Full
Human Oversight & GuardrailsCassidy provides document verification for source accuracy, escalation of critical issues to humans, and granular role based permissions, real human oversight short of a documented runtime guardrail enforcement engine, so partial. Partial
Security, Identity & GovernanceCassidy is SOC 2 Type II, GDPR, HIPAA, and CASA certified with encryption in transit and at rest, granular role based access, full audit logging, and a no model training policy, so full. Full
Observability & AuditabilityCassidy provides full audit logging and monthly usage and productivity reports, real observability short of a documented full per action agent decision audit trail, so partial. Partial
Memory & State PersistenceCassidy agents draw on a continuously synced knowledge base, but a first class persistent cross session agent memory could not be verified. Unable to verify
Deployment & Data ResidencyCassidy is a cloud platform with org and workspace level permissioning, but a self host, on premises, or dedicated data residency deployment could not be verified. Unable to verify
Prebuilt Agents, Templates & PacksCassidy offers more than eighty agent templates and a copilot building partner to start from, a strong template library short of a browsable marketplace of cloneable agents, so partial. Partial
Triggers & Channel CoverageCassidy deploys agents across Slack, Microsoft Teams, Google Chat, browser extensions, Microsoft Office, and a website embed, broad workplace channel coverage short of customer facing omnichannel with voice, so partial. Partial
Model Flexibility & RoutingCassidy is model flexible across leading models from OpenAI, Anthropic, and Google, letting users pick the best model for each agent or workflow with new models added as released, so full. Full
APIs, SDKs & MCP ExtensibilityCassidy offers an application programming interface and webhooks for custom integrations plus browser extensions and website embedding, a real extensibility surface short of a documented software development kit or Model Context Protocol server, so partial. Partial
Testing, Debugging & OptimizationCassidy provides document verification to keep sources accurate, but a documented agent testing, simulation, or evaluation framework could not be verified. Unable to verify
Browser & Computer UseCassidy is accessible through browser and Microsoft Office extensions as an embedded assistant, but general agentic browser or computer use as a first class capability could not be verified. Unable to verify

Recent platform changes

No recent material changes tracked yet.

Pricing

$49/mo (Starter)

Public — exactMedium variable cost
Verified 2026-07-01

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Researched from public vendor sources. See Methodology.