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Cassidy AI

EDITOR PICK
cassidyai.com ↗

Build AI agents and workflows on company knowledge, with model choice

Edited by Max Hall Updated

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SI Score
72/100
Pricing
Not confirmed
Free plan
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Workflow AutomationMeeting CaptureNo-code agent buildingKnowledge base grounding

Ask SI about Cassidy AI

Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the Cassidy AI homepage

Cassidy AI is a platform where business teams build AI agents and multi-step workflows grounded in company documents, meetings and connected tools. Agents are created in natural language, and the knowledge base syncs with external data sources so answers reflect current files. Connectors cover Slack, Microsoft Teams, Google Workspace, Salesforce, Notion and SharePoint, with model choice across OpenAI, Anthropic and Google.

Checked against the site's own pages on .

Our take

Worth a look if your team has dense documents and repetitive processes but no engineering capacity to spare. The pitch is business users building agents themselves, with IT keeping control through role-based permissions and spend limits. We'd pick this for insurance, professional services or operations teams that want governance built in from the start rather than bolted on later.

Features

  • No-code agent building

    Cassidy says agents can be created in minutes with natural language, no code or technical skills required.

  • Knowledge base grounding

    A shared context layer pulls from documents, meetings and CRM, and syncs with external sources so the knowledge base reflects the latest file versions.

  • Workflow automation

    Multi-step automations connect to your tools with guardrails, without waiting on engineering.

  • Meeting capture

    Cassidy joins meetings, transcribes and summarizes in real time so agents and workflows know what was said next.

Best for

  • Insurance brokerages and carriers
  • Professional services and consulting teams
  • Manufacturing and field operations
  • Sales enablement and customer support teams

FAQ

What is Cassidy AI used for?
It's for building AI agents and multi-step workflows that draw on company knowledge, aimed at business teams rather than engineers.
Which models can Cassidy AI use?
The platform lets you select from leading models from OpenAI, Anthropic and Google, and says it can automatically use the right model for the task.

Sources