Cassidy | Build AI agents that operate like your team
Cassidy
Introduction
Cassidy is an enterprise-grade AI automation platform designed to create ‘AI teammates’ that integrate deeply with a company’s internal knowledge and existing software stack. Unlike generic chatbots, Cassidy provides a no-code environment where teams can build context-aware agents and multi-step workflows. It excels at centralizing fragmented company data into a unified Knowledge Base, allowing AI to perform complex tasks like drafting RFP responses, triaging support tickets, and automating CRM updates with high accuracy and brand consistency.
Use Cases
Automated RFP & Proposal Drafting
Quickly generate accurate responses to Requests for Proposals (RFPs) by pulling approved answers from the internal knowledge base.
Sales Deal & Customer Q&A
Empower sales representatives with real-time access to client documents, contracts, and CRM records to answer complex prospect questions instantly.
Customer Support Triage & Drafting
Automatically route incoming helpdesk tickets based on urgency and topic, and generate high-quality draft replies for support agents to review.
Automated Competitor Tracking
Deploy agents to monitor competitor websites and social updates, surfacing key strategic shifts and positioning changes for the marketing team.
Internal Knowledge Search
Provide employees with a ‘Siri for business’ that can find specific answers across siloed tools like Google Drive, SharePoint, and Slack.
Features & Benefits
Unified Knowledge Base with Continuous Sync
Connects to your company’s wikis and documents, automatically updating in real-time so AI agents always act on the latest information.
No-Code Workflow Builder
Allows non-technical users to design complex, multi-step automations using AI-assisted creation tools, bypassing the need for IT intervention.
Agentic Reasoning & Decision Making
Agents are capable of handling nuance and exceptions rather than following rigid scripts, making them suitable for high-variance business tasks.
Omnichannel Deployment
Deploy your AI agents directly into the tools your team already uses, including Slack, Microsoft Teams, and specialized browser extensions.
Human-in-the-Loop Guardrails
Includes built-in precision controls and approval steps to ensure that AI-generated content or actions meet company standards before going live.
Deep Business Context
The platform’s ability to ingest and understand company-specific terminology and SOPs results in much higher accuracy than generic AI tools.
Enterprise-Grade Security
Fully compliant with SOC 2 Type II, GDPR, HIPAA, and CASA, with a strict policy against training models on user data.
Dedicated Solutions Team
Offers a hands-on partnership model where experts help design, build, and refine agents to ensure measurable ROI.
Cons
Platform Complexity
While no-code, setting up highly effective multi-agent workflows across different systems still requires a strategic approach to context engineering.
Potential Cost Barrier
The high-end enterprise features and dedicated support model may be priced out of reach for very small businesses or solo entrepreneurs.
