Cassidy AI

What Cassidy AI Does

Cassidy is an enterprise AI agent platform that empowers business teams to build and deploy intelligent automation without coding or engineering support. It combines a unified knowledge base, no-code agent builder, and multi-step workflow automation to handle complex, real-world business processes across operations, sales, support, and more.

Who It's For

Cassidy serves operationally complex industries where workflows are manual, documents are dense, and accuracy is critical—including insurance, industrials (manufacturing, construction, logistics), professional services, employee benefits, and healthcare. It's designed for business teams who understand their processes but lack technical resources, as well as IT leaders who need governance, security, and visibility as AI scales across their organization.

The Problem It Solves

AI adoption stalls when business teams must wait on IT or compete for limited engineering resources. Organizations struggle with scattered data across disconnected systems, lengthy build cycles for automation, context switching between tools, and low adoption due to lack of visibility and controls. Cassidy eliminates these bottlenecks by letting the people closest to the work build automations within IT's guardrails.

Key Features and Capabilities

• Knowledge Base: Unifies fragmented company knowledge from documents, meetings, CRM, and 100+ integrations with permission-aware access and source citation
• AI Agents: No-code builder that lets anyone create intelligent agents using natural language—grounded in company sources, trained on brand voice, deployable anywhere
• Workflows: Multi-step automations that reason, decide, and act like teammates, handling complex logic, exceptions, and edge cases without engineering tickets
• Meeting Intelligence: Auto-transcription and summarization that turns conversations into automated follow-ups, CRM updates, and searchable knowledge
• Deploy Anywhere: Native integration with Microsoft Teams, Slack, Chrome, Word, Excel, Outlook, and more—no context switching required
• Model Agnostic: Access to 35+ frontier LLM models from OpenAI, Anthropic, and Google with automatic selection based on task requirements
• Enterprise Controls: Advanced RBAC, SSO, row-level security, organization-wide instructions, and usage analytics for safe scaling

Common Use Cases

Cassidy automates submission intake and underwriting triage in insurance, field team knowledge search and RFQ responses in industrials, RFP shredding and proposal generation in professional services, deal Q&A and CRM enrichment in sales, ticket routing in customer support, SEO article drafting in marketing, and daily meeting prep across operations. Organizations run 4.8M+ workflows quarterly with 60%+ firmwide adoption in companies like OneDigital (6,000 employees).

Security and Compliance

SOC 2 Type II attested, GDPR compliant, HIPAA compliant, and CASA validated. Your data is never used for model training, with enterprise-grade controls including SSO, advanced permissions, row-level security, and granular access controls.

What Sets It Apart

Unlike traditional automation platforms or pure AI tools, Cassidy combines deep contextual understanding from unified knowledge with true no-code agent building, letting non-technical users automate the exceptions and edge cases that define complex businesses. The platform includes dedicated expert solutions teams, managed builds, tailored onboarding, and hands-on learning sessions to ensure adoption actually sticks.