Cassidy lets enterprise teams build AI agents grounded in internal rules, processes, and knowledge for operational workflows.

cassidyai.com
Cassidy homepage screenshot

About Cassidy

Cassidy is an AI agent platform for enterprises with document-heavy, operational work. Business teams use a no-code, natural-language builder to create agents and multi-step workflows based on internal rules, processes, and knowledge, within IT guardrails.

It includes a synced knowledge base with citations and permission-aware access, meeting transcription and summaries that can feed workflows and CRM updates, and deployment in Microsoft Teams, Slack, Chrome, Word, Excel, and Outlook with connections to documents, CRM, and other company systems.

Key features

  • No-code builder creates agents using natural language descriptions
  • Knowledge base syncs files with citations and permission-aware access
  • Meeting transcription with summaries linked to workflows and CRM updates
  • Multi-step workflows that apply rules and route cases for review
  • Works inside Teams, Slack, Chrome, Word, Excel, and Outlook
  • Admin controls for permissions, guardrails, and usage analytics
Best for: Business teams in document-heavy enterprises such as insurance and industrials that need to automate operational processes without engineering support.
Good for
  • Staff without coding skills can create agents using natural language descriptions
  • Knowledge base provides synced sources with citations and permission-aware access
  • Admins get permissions, guardrails, and usage analytics for oversight

Cassidy at a glance

Type
Website
Pricing
Not confirmed. Check the site
Platforms
Web
Open source
Not stated
Language
English
Last checked
Oct 5, 2026 · Online when checked
Listed
Oct 5, 2026

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Cassidy FAQ

Who is expected to build agents with Cassidy?
Business team members who know the work, using no-code natural-language tools within IT guardrails.
What sources can agents use?
Connected documents, meetings, CRM, and other company knowledge through the synced knowledge base.
Can meeting content be used in workflows?
Yes, Cassidy transcribes and summarizes meetings so agents and workflows can reference what was said and create follow-ups and CRM updates.
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