Cassidy

The vendor documents more than a hundred pre-built workflow actions covering content generation, Knowledge Base search, sending email, updating Salesforce and HubSpot records, creating documents, posting Slack messages, conditional routing and looping, and connections to more than a hundred tools including Google Workspace, Microsoft 365, Slack, Salesforce, Notion, SharePoint, HubSpot, Airtable, Zendesk, ServiceNow, Jira and Zapier.

The same integrations serve as Knowledge Base sources, as workflow triggers including new Zendesk tickets and HubSpot or Salesforce record changes, and as action targets. Webhooks and an application programming interface cover services without a native connector, and custom connectors over MCP let the platform call the customer's own systems.

Sourcecassidyai.com workflows, knowledge-base and home pages, docs.cassidyai.comread 2026-08-31

The action library is organized into AI, Data, Knowledge Base, Control Flow and Human in the Loop categories, with Paths for conditional branching, Loop for iteration, and Combine Text, alongside Generate Text and Generate Text with Cassidy Assistant which are distinguished by whether business context is applied. Documented error handling automatically retries failed steps or routes errors for review.

Workflows can run across large datasets, with the vendor citing processing a thousand documents at once, and version control tracks changes, manages iterations and supports rollback. Workflows can pull from the Knowledge Base at any step, and agents complete tasks across tools including updating Salesforce records, posting Slack messages and routing tickets.

Sourcecassidyai.com workflows, agents and pricing pages, docs.cassidyai.comread 2026-08-31

The Knowledge Base syncs documents, websites, meeting transcripts and integrated tools including Google Drive, SharePoint, Confluence and Box, and the vendor states it automatically stays current as new files, edits and updates occur. Retrieval is permission-aware, with users only able to view documents and receive answers from sources they are authorized to access. Every AI-generated response cites the source it used.

Document Verification lets teammates verify, request verification of, or flag sources as outdated, and semantic search is separately documented. Knowledge sources can be grouped into organized collections, and Workflows can pull from the Knowledge Base at any step. The vendor states Knowledge Base content is never used to train models.

Sourcecassidyai.com knowledge-base and workflows pages, docs.cassidyai.com knowledge base collectionread 2026-08-31

The vendor documents that approval steps can be inserted anywhere in a Workflow, pausing execution until a person reviews the output, provides input, or approves the next action, intended for quality checks, sensitive decisions and cases requiring human judgment before proceeding.

The pricing page lists manual review and approval points within Workflows as a plan feature, and the action library includes a Human in the Loop category alongside AI, Data, Knowledge Base and Control Flow. Document Verification lets teammates verify, request verification of, or flag sources as outdated.

Retrieval is permission-aware so users receive answers only from sources they are authorized to access, and granular role-based access controls govern the platform.

Sourcecassidyai.com workflows, knowledge-base, enterprise and pricing pages, docs.cassidyai.comread 2026-08-31

The vendor states Cassidy is SOC 2 Type II, GDPR, HIPAA and CASA certified, with data encrypted in transit and at rest, granular role-based access control, organization and workspace level permissioning, single sign-on, and full audit logging. Retrieval is permission-aware so users receive answers only from sources they are authorized to access. The vendor states customer data is never used to train models and that Knowledge Base content is used solely to provide context for that customer's Agents and Workflows.

Sourcecassidyai.com home, enterprise and knowledge-base pagesread 2026-08-31

The vendor documents a per-step record of Workflow runs: progress appears under Steps as each action finishes, a completed run expands to show every action, and View Previous Runs lists past runs with the credits each consumed, including runs fired by schedules and integrations. The pricing page lists an audit trail of runs as a full log of Workflow executions, Browser Use shows the full sequence of actions with a screenshot per step, and organization audit logs record who viewed or changed Agents and Workflows with search, filter and export. Retention of run history is configurable.

Sourcedocs.cassidyai.com running-and-testing and browser-use pages, cassidyai.com/pricingread 2026-09-29

Conversation memory on Generate Text and Generate Text with Agent actions lets the AI remember previous messages across Workflow runs in a single shared thread or in keyed threads grouped by a variable such as a ticket ID, email thread or customer, with the AI's response saved to the history by default, a read-only option, and optional sharing of a keyed thread across Workflows. No lifetime or purge path for the memory and no way to review or delete it is documented; data retention settings are documented for run history and agent chat history.

Sourcedocs.cassidyai.com/workflows/advanced/conversation-memory and llms.txt indexread 2026-09-29

No self-hosting, on-premises installation, virtual private cloud deployment, customer-managed encryption key or customer-selectable region option is published. The product is a multi-tenant cloud platform with self-serve pricing from a low monthly rate on a credit model, offering organization and workspace level permissioning and granular role-based access as logical separation. Compliance is addressed through SOC 2 Type II, GDPR, HIPAA and CASA certification with encryption in transit and at rest rather than through deployment location.

Sourcecassidyai.com enterprise, pricing and home pages, docs.cassidyai.comread 2026-08-31

Workflow templates are pre-built Workflows for common tasks such as writing personalized sales emails, summarizing support tickets and generating meeting follow-ups, reached from Browse Templates, searchable by keyword and browsable by category, with guided setup that authorizes integrations and selects the Agent before the Workflow is added. The product site cites more than eighty agent templates and a prompt library of reusable templates. Only a few of those templates are named individually.

Sourcedocs.cassidyai.com/workflows/building, cassidyai.com pricing and agents pagesread 2026-09-29

Workflows are documented as triggerable by webhook, on a recurring schedule, or manually, with the vendor's pricing page listing automation at set times, triggering and connecting workflows with custom external systems, and capturing meeting transcripts as workflow triggers.

Documented trigger families are manual forms, scheduled, webhook, a dedicated inbound email address, and integration events including a new Zendesk ticket, a HubSpot or Salesforce record change, a Jira issue, and a meeting ending. Agents deploy to Slack, Microsoft Teams, Google Chat, email, browser extensions, Microsoft Word, Excel and Outlook, and a website embed.

Sourcecassidyai.com workflows, agents and pricing pages, docs.cassidyai.com getting startedread 2026-08-31

The vendor documents selecting from more than thirty models from OpenAI, Anthropic and Google, chosen per action with smart recommendations for each action type, and states there is no lock-in because Workflows gain access to new models as they are released. Models are organized into Standard and Premium tiers, with the tier selected being the primary driver of credit consumption. No separate provider API keys are required from the customer. Model choice is available per agent as well as per workflow action.

Sourcecassidyai.com workflows, agents and pricing pagesread 2026-08-31

A Cassidy API integrates an Agent into any application, with organization API keys created and deleted in Organization Settings, a thread-and-message model to create conversations and send messages, sample code on the agent's Deploy via API tab, and endpoint reference at app.cassidyai.com/api-docs. Webhook triggers let external systems start Workflows, and Workflows can be imported as JSON. Custom connectors over MCP let the platform call the customer's systems. No SDK package or first-party MCP server is documented.

Sourcedocs.cassidyai.com/agents/deploy/apiread 2026-09-29

The vendor documents a Workflow testing interface: a Test Workflow run on sample inputs or a real recent record pulled from a connected app, results shown for each action, retesting a single step, from a step or up to a step, testing nested actions inside Paths and Loops, and skipping actions such as sending email during tests.

Skills can be tested on difficult cases before sharing and compared across versions, and version history supports rollback. No scored test set, judge, metric or comparison of outputs between versions on the same inputs is documented, so this is a testing and debugging surface rather than an evaluation harness.

Sourcedocs.cassidyai.com running-and-testing page and llms.txt indexread 2026-09-29

Browser Use lets an Agent automate interactive web tasks in a live browser, navigating pages, clicking buttons, filling out forms and extracting data, for sites without APIs such as government portals and supplier platforms, callable from Workflows too. The agent opens a live browser session with real-time status and a side-by-side preview, the user can take control to solve a CAPTCHA, and the finished run shows the full sequence of actions with a screenshot per step. The vendor distinguishes it from Web Search, which only reads pages. The browser ships with the platform.

Sourcedocs.cassidyai.com/agents/capabilities/browser-useread 2026-09-29