How is Cassidy different from other AI tools and platforms?

Cassidy is an automation platform built to power real business processes, not just simple workflows. It offers deep business context through its Knowledge Base, ease of use with a no-code platform, and enterprise support for design, build, and refinement of agents.

Can Cassidy connect with my existing tools?

Yes, Cassidy integrates with hundreds of tools across your stack, including native integrations for Knowledge Sources (Google Drive, SharePoint, OneDrive) and Workflow Actions (Salesforce, Microsoft Teams). Custom needs can be met via webhooks and API.

Is my data used to train AI models?

No, your data stays private. Cassidy never uses your data to train AI models; it's used solely to provide context for your automations.

What security certifications does Cassidy have?

Cassidy is SOC 2 Type II, GDPR, HIPAA, and CASA certified. All data is encrypted in transit and at rest, with granular, role-based access controls.

What models does Cassidy support?

Cassidy is model-flexible, allowing you to select from leading models from OpenAI, Anthropic, and Google. New models are added as they are released.

Launching soon — get early access:

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AI Agents

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Cassidy AI

Verified

Enterprise-ready

No-code automation

Context-aware AI

Multi-departmental

Secure & compliant

Build AI Agents that operate like your team, automating complex workflows with business knowledge.

Workflow

Workflow Orchestration

GPT-4

FREEMIUM

BEGINNER Complexity

HYBRID

Last updated: May 27, 2026

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Quick Answer

Cassidy AI is an enterprise-grade platform for building and deploying AI agents that automate complex, multi-step business workflows. It integrates with your existing tools and knowledge bases, allowing non-technical teams to create context-aware automations for sales, support, marketing, and operations, ensuring accuracy and compliance with human oversight.

Decision Intelligence

Best For

Automating complex business processes

Enhancing sales enablement and lead qualification

Streamlining customer support operations

Generating accurate

on-brand marketing content

Improving internal knowledge search and operational efficiency

Not Ideal For

Individual users or very small teams with minimal automation needs

Highly creative tasks requiring subjective human judgment without clear guidelines

Users seeking a free

open-source AI agent framework for development

Personal productivity tasks outside of a business context

Fit Score

Complexity

BEGINNER

Company Size

SOLO

SMALL

MEDIUM

ENTERPRISE

Team Size

INDIVIDUAL

SMALL_TEAM

LARGE_TEAM

Skill Level

BEGINNER

INTERMEDIATE

About Cassidy AI

Cassidy AI is an enterprise-grade automation platform that enables teams to build and deploy AI agents for complex, multi-step workflows. It integrates with existing business tools, leverages a unified knowledge base for context, and offers no-code creation for various departments like sales, support, marketing, and operations. Cassidy AI ensures accuracy, compliance, and real-time data synchronization.

AI-extracted from public sources. May contain errors. Methodology · Are you Cassidy AI? Claim listing

What Makes Cassidy AI Unique

Cassidy AI stands out by providing deep business context to its automations through a unified, continuously syncing knowledge base, allowing AI agents to handle nuance and complex logic like a human teammate. Its no-code platform and dedicated solutions team make advanced AI accessible to non-technical users across the enterprise.

Capabilities

Multi-step reasoning

Knowledge retrieval

Document processing

Content generation

Data extraction

Decision making

Tool use

Automation

Task Categories

Workflow Orchestration

Automation