RFP and proposal operations
Retrieve approved answers, extract requirements, draft responses, score material, and route sections for human review.
Independent tool overview
Cassidy at a glance
Cassidy is a no-code AI automation platform for building company-aware agents and multi-step workflows grounded in connected documents, meetings, and live business systems.
Visit the official Cassidy site ↗
- Product type
- Enterprise AI agents and workflow automation
- Best suited to
- Teams automating knowledge-heavy operational processes
- Core products
- Knowledge Base, Agents, Workflows, and Meetings
- Starter allowance
- 3 seats, 5 agents, 5 workflows, and 10,000 monthly AI credits
- Free trial
- 14 days
- Published price
- Not publicly disclosed
- Models
- Options from OpenAI, Anthropic, and Google
- Security claim
- SOC 2 Type II; encryption at rest and in transit; no training on customer data
Overview
What Cassidy is
Cassidy combines four related products: a permission-aware Knowledge Base, configurable Agents, multi-step Workflows, and an AI meeting recorder. Teams can sync documents and wikis, deploy assistants into chat or office tools, and automate processes such as RFP responses, support triage, CRM updates, research, and content operations.
Its main differentiator is the bridge between stored company context and actions in live systems. Knowledge Base integrations copy and index content for semantic search, while Connectors can query or update services such as HubSpot, Salesforce, Airtable, Snowflake, and Asana in real time. That power makes governance, testing, and human approval more important than the no-code interface suggests.
Use cases
Who Cassidy is best for
The strongest fit depends on the job you need the product to complete, not the size of its feature list.
Customer support automation
Ground ticket triage and draft replies in product documentation, prior cases, and live customer records.
Sales and CRM workflows
Research accounts, enrich leads, summarize meetings, draft outreach, and update HubSpot or Salesforce.
Internal knowledge access
Give employees cited answers from synchronized documents, wikis, transcripts, and approved answers.
Meeting-to-action workflows
Turn recorded conversations into searchable knowledge, follow-ups, tasks, CRM entries, and other automated next steps.
No-code operations teams
Let subject-matter experts design agents and automations in natural language without waiting for an engineering backlog.
Capabilities
Core Cassidy features
Permission-aware Knowledge Base
Sync documents, websites, meetings, and connected tools into searchable collections with source citations.
Configurable AI Agents
Define a role, instructions, company knowledge, model, tools, brand voice, and deployment surface.
Multi-step Workflows
Combine triggers, AI generation, conditional logic, integrations, code, data processing, and outputs in a visual automation.
Workflow Copilot
Describe an automation in plain language and let Cassidy build or revise its triggers, actions, prompts, and variable mappings.
Live Connectors
Allow agents to query or update supported external systems without first copying all live data into the Knowledge Base.
Triggers and orchestration
Start runs manually, on a schedule, through a webhook, or from events in connected business applications.
Human-in-the-loop approvals
Pause sensitive steps for a person to review, approve, reject, or correct an action before execution.
Meeting intelligence
Record, transcribe, summarize, search, and use meeting content as a workflow trigger or knowledge source.
Broad integration catalog
Connect services across Google Workspace, Microsoft 365, CRM, support, project management, data warehouses, Slack, Teams, Zapier, and MCP.
Multiple deployment surfaces
Use agents in Cassidy chat, Slack, Teams, Google Chat, browser and Office extensions, embedded web experiences, or an API.
Model choice
Select among supported OpenAI, Anthropic, and Google models instead of locking every agent to one provider.
Testing and run visibility
Inspect workflow results, connector activity, source analysis, error handling, versions, and audit trails where the plan supports them.
Process
How the Cassidy workflow works
Step 1
Choose one measurable process
Start with a repeated, expensive task that has clear inputs, outputs, owners, and success criteria.
Step 2
Map data and permissions
List every document source and live system, then grant the narrowest read or write access the process needs.
Step 3
Curate the knowledge layer
Connect authoritative sources, remove obsolete material, organize collections, and establish approved answers for sensitive topics.
Step 4
Build the agent or workflow
Use a template, blank canvas, or Copilot, then make instructions, variables, model choice, and error paths explicit.
Step 5
Insert human controls
Require review before external messages, record changes, financial commitments, regulated advice, or destructive actions.
Step 6
Test with representative cases
Include normal inputs, missing fields, conflicting documents, permission boundaries, prompt injection, and known edge cases.
Step 7
Launch narrowly
Deploy to a small group, monitor source citations, outputs, actions, failures, latency, and credit consumption.
Step 8
Operate it like software
Assign an owner, review logs and source freshness, version changes, rotate credentials, measure ROI, and disable stale automations.
Cost
Cassidy pricing and free plan
Cassidy does not publish the post-trial dollar price for Starter or Business. It offers a 14-day trial, a defined Starter allowance, and negotiated Business or Enterprise packaging. AI work consumes credits, and additional credits can be purchased, so buyers should request both the subscription quote and a representative usage model.
Trial
Free for 14 days
A time-limited opportunity to build and test initial agents, workflows, and knowledge connections.
- No durable free plan is clearly published
- Use the trial to measure credits per successful business outcome
- Test the actual integrations, permissions, and deployment surfaces the team needs
Starter
Price not publicly listed
A small-team package for exploring and operating a limited number of automations.
- 3 seats and 1 workspace
- 5 Agents and 5 Workflows
- 10,000 AI credits per month
- 30,000 pages of storage and 24-hour external-source syncing
- Limited meeting recorder hours
Business / Enterprise
Custom quote
Production-scale capacity, governance, integration, onboarding, and support tailored to the organization.
- Custom seats, workspaces, credits, and storage
- Real-time source syncing, API access, and broader deployments
- SSO, advanced permissions, audit trails, and custom legal review
- White-glove setup, success management, and solution engineering
Pricing checked . Check current pricing at the source ↗
Assessment
Cassidy strengths and limitations
Where it stands out
- Unifies retrieval, agent chat, meetings, and multi-step automation rather than treating them as disconnected products.
- Company knowledge can ground responses with citations instead of relying only on a model's general knowledge.
- Live Connectors separate current record access from periodically indexed document content.
- Natural-language workflow building lets process owners participate directly in automation design.
- Human approval steps and action visibility support safer rollouts.
- Model choice reduces dependence on one foundation-model vendor.
- Integrations span major document, CRM, support, communication, office, project, and data systems.
- Cassidy publicly states SOC 2 Type II compliance, encryption at rest and in transit, and no model training on customer data.
What to consider
- Neither Starter nor Business dollar pricing is publicly disclosed after the trial.
- Credit cost depends on models, prompts, data volume, and workflow complexity, making cost per outcome hard to estimate without testing.
- A three-seat, five-agent, five-workflow Starter limit can be reached quickly in a cross-functional pilot.
- Starter source sync can lag by up to 24 hours, so indexed answers may not reflect a recent document update.
- Knowledge Base integrations copy and index content in Cassidy; that is different from Connectors that query live systems.
- Connecting broad folders, channels, or databases can expose more information to an agent than its users should see.
- Read/write Connectors can change business records, so sensitive actions need narrow scopes, approvals, and audit review.
- Source citations improve traceability but do not guarantee that an answer correctly interprets the cited material.
- Conflicting, stale, duplicated, or poorly permissioned source documents can produce confidently wrong answers.
- Workflow Copilot can accelerate setup but its generated logic, prompts, mappings, retries, and error paths still require manual inspection.
- Meeting recording requires participant notice and consent consistent with company policy and applicable law.
- Automated legal, compliance, HR, finance, or healthcare outputs require qualified human review and appropriate contractual safeguards.
- The vendor's security and compliance claims should be verified against the current trust center, DPA, subprocessor list, retention rules, and the buyer's exact plan.
- Model and third-party integration availability can change, and connected providers retain their own terms and limits.
- A no-code interface does not remove the need for change management, ownership, monitoring, rollback, and incident response.
- Teams should test prompt-injection resistance before letting agents browse external content or act on untrusted inputs.
Compare
Cassidy alternatives
The right alternative depends on the specific output, workflow, controls and budget your project requires.
Business Operations
Dust
Choose Dust for a flexible enterprise agent platform centered on company knowledge, model choice, and configurable assistants.
Explore Dust →Business Operations
Lindy
Choose Lindy when the priority is quickly deploying role-based AI agents across email, calendar, calls, support, and operational apps.
Explore Lindy →Agents
Zapier Agents
Choose Zapier Agents when access to Zapier's broad automation ecosystem and app-action catalog is the deciding factor.
Explore Zapier Agents →Questions
Cassidy FAQs
What is Cassidy AI?
Cassidy is a business AI automation platform for building knowledge-grounded Agents, multi-step Workflows, meeting automations, and deployments across chat, office, web, and API surfaces.
How much does Cassidy cost?
Cassidy publishes a 14-day free trial and plan allowances but not the current post-trial dollar price. Starter includes 3 seats, 5 agents, 5 workflows, and 10,000 monthly credits; Business or Enterprise is quoted.
What are Cassidy credits?
Credits meter AI tasks performed by Agents and Workflows. Consumption varies by operation and model, while some non-AI actions may not use credits. Cassidy supports alerts, caps, top-ups, and larger custom allowances.
What is the difference between the Knowledge Base and Connectors?
Knowledge Base integrations import and index content for semantic search and citations. Connectors query supported systems live and can sometimes update them, so they require tighter action and permission controls.
Can Cassidy update CRM records?
Yes, supported Connectors and workflow actions can read and write records in systems such as Salesforce or HubSpot. Require human approval for consequential changes until the workflow is proven.
Does Cassidy train models on customer data?
Cassidy states that customer data is never used for model training. Organizations should confirm that promise, retention, subprocessors, model-provider handling, and deletion terms in the current contract and DPA.
Is Cassidy secure?
Cassidy states it is SOC 2 Type II compliant and encrypts data at rest and in transit. Security still depends on the exact plan, identity controls, connector scopes, source permissions, workflow design, and the organization's operating practices.
Can Cassidy record meetings?
Yes. Cassidy can record, transcribe, summarize, search, and trigger workflows from meetings. Teams must provide proper notice and obtain consent where required.
Who should buy Cassidy?
It fits organizations with repeatable, knowledge-heavy processes and enough operational discipline to curate sources, test workflows, govern permissions, monitor runs, and measure credit economics.
Bottom line
Our Cassidy verdict
Cassidy is a strong option for organizations that want agents to do more than answer questions: it can ground responses in company knowledge, query live systems, and orchestrate work across them. The product is most compelling when a team has a specific high-value process and a serious governance owner. Buyers should insist on a transparent quote and use the 14-day trial to measure accuracy, permissions, failure handling, and credits per successful outcome.
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