
Cassidy AI
Build AI agents that handle your most complex work
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Quick Answer
AICassidy AI is an AI Agent platform for business teams to automate complex workflows with robust governance. It offers a knowledge base, AI agents, and multi-step automations, integrating with hundreds of tools like Salesforce and Slack. Best for enterprise teams scaling AI with compliance and non-technical users building automations. Free trial available; Starter plan at 0 USD/month, Business plan via custom quote.
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
AIConsider Alternatives If
AI
Type
Starting Price
$0/mo
Free Trial
Yes
Credit Card
Not Required
Free Plan
Yes
Dimension Scores
· 6.9 avgHow good it is, across universal quality axes
Task Scores
· 7.0 avgWhat it can do, on category-specific tasks
Scores are AI-estimated from publicly available data — not an independent test or a verified user rating. How we rank →
- +No model training on user data, ensuring privacy
- +Integrates with hundreds of existing enterprise tools for seamless workflows
- +Offers a no-code platform for non-technical teams to build agents and workflows quickly
- +Provides comprehensive enterprise-grade security and compliance (SOC 2 Type II, GDPR, HIPAA)
- +Supports multiple leading AI models (OpenAI, Anthropic, Google Gemini) without vendor lock-in
- -Starter plan has limited seats (3 users), agents (5), and workflows (5)
- -Starter plan syncs external data sources only every 24 hours, not instantly
- -AI credits are usage-based and may require top-ups for high-volume use
- -Advanced features like custom seats, AI credits, and instant sync are only available on the Business/Enterprise plan
- -No explicit mention of support for self-hosting or on-premise deployment options
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
Compliance audit trail
1 event- GDPR
Privacy Policy Last Updated: 03/17/2026
5mo 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.
- 3 Seats
- 1 Workspace
- 10,000 AI credits / month
- 30,000 pages of storage
- Custom seats & workspaces
- Custom AI credits & storage
- Premium onboarding & support
- Access to all features
Pricing verified from the vendor pricing page.
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Frequently Asked Questions
Trust Score
Excellent
Based on 13 data signals
Confidence: Medium
Reflects publicly available data, not an independent audit
Not yet checked
Some details are AI-generated estimates — verify with the vendor.
AI-generated estimate: Best For, Description, Limitations, Not Good For, Pros, Quick Answer, 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.
Company Name
Cassidy Inc.
Founded
2021
Based in
United States
Last major update
Jun 2026
Funding
Series A · $14M
