Cassidy

Cassidy is a web platform for business teams to build custom AI agents and multi-step workflows that use company knowledge to automate work across sales, support, marketing, and operations.

Key capabilities include:

• Unified Knowledge Base that syncs continuously with connected sources (documents, wikis, policies), so agents can answer questions and act with up-to-date business context.
• No-code agent and workflow builder for drag-and-drop, multi-step automations that can execute actions across systems (for example, drafting ticket replies, enriching leads, updating CRM fields, or generating SOPs).
• Deployment where teams work, including Slack and Microsoft Teams, plus a Chrome extension for browser-based use in tools like LinkedIn and email.
• Integrations and extensibility, with 100+ third-party integrations and API access for custom connections.

Pricing: Freemium and custom pricing. The Starter Plan is free for small teams, while the Business Plan requires contacting their sales team for a tailored quote.

What makes it notable: It focuses on context-aware, action-oriented agents (not just chat), supports multiple AI models (including options from OpenAI, Anthropic, and Google), and offers enterprise controls such as SOC 2 Type II, GDPR, HIPAA support, SSO, RBAC, and a policy of no model training on customer data.