Cassidy AI is a no-code agent platform that lets business teams build agents and workflows grounded in company knowledge with IT controls.
Overview #
Cassidy AI #
Cassidy AI is an AI agent platform for document-heavy, operationally complex companies where the people who know the work, not IT, build the automations. The context layer is a Knowledge Base that syncs documents, CRM records, and meeting transcripts, keeps them permission-aware, and cites sources in every output. On top of that, Cassidy AI lets a team describe an agent in natural language, chain multi-step Workflows with conditional logic, retries, and human-in-the-loop steps, and deploy them where staff already work: Microsoft Teams, Slack, Chrome, Word, Excel, Outlook, Gmail, and an API. Admins get guardrails, permissions, usage analytics, and audit logs. As of 2026 the site targets insurance, healthcare, professional services, logistics, and construction.
Production credibility: States SOC 2 Type II, GDPR, HIPAA, and CASA compliance, no model training on customer data, a free Starter plan with 3 seats and 10,000 monthly AI credits, and customer quotes by initials and title;
Key Features
- Knowledge Base that syncs documents and CRM data from external sources, with OCR parsing, permission awareness, and cited answers.
- No-code agent builder: describe the agent in natural language and ground it in selected knowledge and brand voice.
- Workflows with scheduled and custom event triggers, conditional logic, retry and error handling, bulk execution, and human-in-the-loop steps.
- Meeting recorder that transcribes and summarises calls so agents can reference what was said and trigger follow-ups.
- Deployments as Chrome/Edge extension, Word, Excel, Gmail, and Outlook add-ons, Slack, Microsoft Teams, Google Chat, API, and browser embed.
- Choice of models from OpenAI, Anthropic, and Google, with organisation-wide instructions applied across every agent.
- Admin controls: SSO, role-based permissions, row-level security, data retention policies, and an audit trail of runs.
- Starter plan with 3 seats, 5 agents, 5 workflows, 10,000 AI credits, and 30,000 pages of storage, syncing every 24 hours.
Ideal Use Case
An operations or innovation lead at an insurer, healthcare group, or services firm whose processes depend on dense documents and exception handling that generic automations get wrong. Cassidy AI fits teams that want to build their own agents within IT-approved guardrails rather than wait for an engineering backlog. Choose it over a general chatbot with file upload when permission-aware knowledge, multi-step workflows, and deployment into Teams or Outlook are the actual requirement.
How Cassidy AI differentiates
Cassidy AI's distinguishing design is the pairing of a synced, cited knowledge base with business-user authoring, so agents are grounded in the company's real rules rather than in a prompt someone wrote. The meeting recorder feeding the same knowledge base is a genuine addition, and the deployment surface across Microsoft and Google apps is broader than most no-code agent tools. The trade-offs are that Business pricing is custom, the Starter tier syncs external sources only once a day and limits agents to five, and testimonials are attributed by initials rather than company names, so as of 2026 reference checking takes a demo.
FAQ
Q: What is Cassidy AI? A: A no-code AI agent platform where business teams build agents and multi-step workflows grounded in a synced company knowledge base, deployed into tools like Teams, Slack, Word, Excel, and Outlook with IT governance.
Q: Is there a free plan? A: Yes. The Starter plan is free with 3 seats, 1 workspace, 5 agents, 5 workflows, 10,000 monthly AI credits, and 30,000 pages of knowledge storage. The Business plan is custom-priced.
Q: How does Cassidy AI compare to Zapier or Make for automation? A: Zapier and Make excel at connecting APIs with deterministic steps. Cassidy AI centres on a cited knowledge base and reasoning agents that handle documents and exceptions, then adds triggers and integrations; it is the better fit when judgment over documents is the hard part.
Q: Which AI models can Cassidy AI use? A: You can select from models by OpenAI, Anthropic, and Google. Starter has limited model options; Business unlocks the full set.
Q: How does Cassidy AI handle security and compliance? A: The site states SOC 2 Type II, GDPR, HIPAA, and CASA validation, SSO, role-based and row-level access controls, data retention policies, audit logs, and no training on customer data.
tl;dr
Cassidy AI lets business teams build cited, permission-aware agents and workflows on company knowledge and deploy them into Microsoft and Google tools. Strong for document-heavy industries; Business pricing is custom and public references are thin.