Cassidy AI
Build AI agents that handle your most complex work
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Quick Answer
Cassidy's Starter plan is free and includes 3 seats, 1 workspace, 10,000 AI credits a month and 30,000 pages of storage, while Business plans are quoted per team. Workflows can start on a schedule, branch on conditional logic, pause for human approval and run in bulk across a whole spreadsheet. Agents are deployed inside Slack, Microsoft Teams, Chrome, Word, Excel, Gmail and Outlook. Security is SOC 2 Type II audited with SSO and role-based permission controls.
Cassidy AI is an AI Agent platform designed for business teams to automate complex workflows with the governance IT needs to scale safely. It features a knowledge base, AI agents, multi-step automations, and meeting capture. Cassidy offers a free Starter plan and scalable Business plans for production use.
Cassidy AI allows business teams to build AI agents and workflows without requiring developers, integrating deep business context from a unified knowledge base with enterprise-grade security and compliance.
Decision Intelligence
Best For
AIType
Starting Price
$0/mo
Free Trial
Yes
Credit Card
Not Required
Free Plan
Yes
Dimension Scores
· 6.7 avgHow good it is, across universal quality axes
Task Scores
· 7.3 avgWhat it can do, per category it works in · showing 10 of 10 tasks scoring 5+
Scores are AI-estimated from publicly available data — not an independent test or a verified user rating. How we rank →
- -Starter plan has limited seats (3 users), agents (5), and workflows (5)
- -Starter plan syncs external data sources only every 24 hours, not instantly
- -Credits are consumed by usage; more require top-ups or a plan upgrade
- -Advanced features like custom seats, AI credits, and instant sync are only available on the Business/Enterprise plan
Google’s next‑gen AI
Professional profile & company data
Inbound CRM & marketing suite
Enterprise CRM platform
Conversation intelligence
Pipeline-focused CRM
Auto-updated
Complexity
Company Size
Team Size
Skill Level
Deployment
Compliance audit trail
1 event- GDPR
Privacy Policy Last Updated: 03/17/2026
7mo ago · 2026-03-17 · source
The Model(s) Behind It
Model details — extracted from public vendor sources by our pipeline (Smart Generator + A3 cross-referencing) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.
Pricing verified from the vendor pricing page.
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Frequently Asked Questions
Trust Score
Excellent
Based on 14 data signals
Confidence: High
Reflects publicly available data, not an independent audit
No published data
Not yet checked
Some details are AI-generated estimates — verify with the vendor.
AI-generated estimate: Best For, What Makes Unique
How we source dataAI Governance & Regulatory Disclosures
Legally-sensitive fields — extracted from public vendor sources by our pipeline (Smart Generator + A3 cross-referencing) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.
Switching & Migration
Company Name
Cassidy Inc.
Founded
2021
Based in
United States
Last major update
Jun 2026
Funding
Series A · $14M