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Cassidy AI

Cassidy AI

AI-Native
Easiest to use

Build AI agents that handle your most complex work

SOC 2
GDPR
HIPAA
EU AI Act: Limited
No training on your data
+9
Workflow
Last updated: Aug 28, 2026
Freemium
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Quick Answer

AI

Cassidy 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.

About Cassidy AIAI

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.

AI-extracted from public sources. May contain errors. Methodology · Report an error
What Makes Cassidy AI UniqueAI

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

AI
Small teams exploring AI automation for core business functions
Enterprise teams scaling AI across departments with strict compliance needs
Marketing agencies automating content creation and campaign reporting
Customer support teams triaging tickets and drafting responses faster
Sales teams automating RFP responses and personalized outreach

Consider Alternatives If

AI
Not for non-coding tasks (developer-focused only)
Not for general content creation or creative writing
Not for fully autonomous, long-term project execution without human oversight
Pricing Overview

Type

Freemium

Starting Price

$0/mo

Free Trial

Yes

Credit Card

Not Required

Free Plan

Yes

Dimension Scores

· 6.9 avg

How good it is, across universal quality axes

Ease of Use7/10
Output Quality7/10
Value for Money6/10
Customization7/10
Support8/10
Integration8/10
Accuracy & Reliability8/10
Compliance & Data Protection6/10
Performance5/10
Task Completion7/10
Tool Use Correctness7/10
Planning Quality7/10
AI-analyzed from product data·Medium confidenceHow we score

Task Scores

· 7.0 avg

What it can do, on category-specific tasks

Api Connectivity8/10
Workflow Building7/10
Trigger Variety7/10
Action Library7/10
Error Handling7/10
Scheduling Capability7/10
Conditional Logic7/10
Monitoring Logging7/10
Multi Step Chains7/10
Autonomous Execution6/10

Scores are AI-estimated from publicly available data — not an independent test or a verified user rating. How we rank →

Capabilities
Automation
Agent
RAG
Data Analysis
Writing
Summarization
Search
Extraction
ProsAI
  • +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
LimitationsAI
  • -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
Integrations & Connections
30 connections
OP
OpenAI ChatGPTNative
AN
Anthropic ClaudeNative
GO
Google GeminiNative

Google’s next‑gen AI

LI
LinkedInNative

Professional profile & company data

HU
HubSpotNative

Inbound CRM & marketing suite

SA
SalesforceNative

Enterprise CRM platform

GO
GongNative

Conversation intelligence

PI
PipedriveNative

Pipeline-focused CRM

Auto-updated

Fit Score

Complexity

Intermediate

Company Size

Small
Medium
Enterprise

Team Size

Small Team
Large Team

Skill Level

Beginner
Intermediate
Features
Knowledge Base for context-aware automation
AI Agents for building AI teammates
Multi-step Workflows for complex automations
Meeting capture and action generation
AI brand voice consistency
Human-in-the-Loop steps for manual review
Webhooks/API for custom integrations
OCR Document Parsing for scanned documents
Technical Capabilities
SDK Available
MCP Compatible (unknown)
Multi-Agent
Human-in-Loop
Can Use Tools (unknown)
Team Features
Webhook Support
Has Demo
Function Calling (unknown)
Sandbox Mode
Audit Logs
No Signup
Works Offline
Requires Host App
Framework
MCP Server
Digital Employee

Deployment

Cloud

Runs Inside

GoogleWorkspace
Browser Extensions
Authentication
Single Sign-On
Developer Access
API
Public
Webhooks
HITL mode:
Approve
Compliance, Privacy & Trust
GDPR (as claimed): Yes
SOC 2 (as claimed): Yes
Type II
HIPAA (as claimed): Yes
Trains on user data: No
Data deletion: Upon Request
Human review:
Recommended

Compliance audit trail

1 event
  1. GDPR

    Privacy Policy Last Updated: 03/17/2026

    5mo ago · 2026-03-17 · source

Tech Specs
Response time (est.):
Moderate

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.

Model Weight Availability
Closed API (no weights)
Training Data Provenance
Not disclosed
Relevant to EU AI Act Art. 53 / Annex XI (GPAI)
Supported Tools
Web Browser
File System
Web Search
RAG / Vector Search
Free tier available
Starter Plan
Free
  • 3 Seats
  • 1 Workspace
  • 10,000 AI credits / month
  • 30,000 pages of storage
Business Plan
Custom
Free trial · no card needed
  • 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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User Reviews

No reviews yet. Be the first to review!

Platform, Content & Languages
7 content types
1 languages
TextDocumentSpreadsheetEnglish+14 more

Output Languages

English

Content Types

Text
Document
Spreadsheet
Email
Chatbot
Data Visualization
Social Media

Publishes to

LinkedIn
X

Accepts

Text
PDF
Document
Spreadsheet
URL
API

Produces

Text
Document
Spreadsheet
API
Languages: English

Frequently Asked Questions

Trust Score

90/100

Excellent

Based on 13 data signals

Confidence: Medium

Reflects publicly available data, not an independent audit

Compliance & Verified28/38
GDPRYes
SOC 2Yes
HIPAAYes
EU AI ActYes
Human ReviewYes
Human-in-the-loopYes
HITL TypeYes
Operational35/35
Data ResidencyUS
Market Proof10/10
Notable CustomersOneDigital, Frontier Behavioral Health, Crain Communications
Company17/17
Company ListedYes
Team Size11-50
User Base10K-100K
FundingSeries A
Health

Not yet checked

AI-Assisted Data

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 data

AI 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.

EU AI Act Risk Tier
Limited (Article 50 transparency)
EU AI Act Article 50 Disclosure
Not declared
COPPA Compliance (US under-13)
Not declared

Switching & Migration

Migration Difficulty
Moderate Effort
Data portable as:
CSV

Email

Quick Stats
Agent TypeWorkflow
MemoryLong Term
PlanningBasic
Base ModelClaude Sonnet 4.5 +2
PlatformsWeb, Browser Extension, Slack +1
User Base10K-100K
Launched2023
Setup TimeMINUTES
Company & Links

Company Name

Cassidy Inc.

Founded

2021

Based in

United States

Last major update

Jun 2026

Funding

Series A · $14M

DocumentationChangelog