Trusted by the world’s leading enterprise
Healthcare
Professional Services
Industrials
Professional Services
Insurance
IT Services
Employee Benefits
Logistics
Constructions
Insurance
Media Group
Marketing & Advertising
Manufacturing
Constructions
Consulting
Industrials
Industrials
Healthcare
Professional Service
Industrials
Professional Service
Insurance
IT Services
Employee Benefits
Logistics
Constructions
Insurance
Media Group
Marketing & Advertising
Manufacturing
Constructions
Consulting
Industrials
Industrials
The people closest to the work should be the ones automating it
AI adoption stalls when business teams have to wait on IT or compete for limited engineering resources. Cassidy lets the people who know the work build automations that reflect their real processes, within IT’s guardrails.
Scattered data
Unified Knowledge Base
Your knowledge lives across dozens of disconnected systems. Cassidy connects the dots—so Agents have the context to get it right.
Lengthy build cycles
No-Code Builder
If you can describe it, you can build it. Create Agents that handle complex logic, exceptions, and multi-step workflows—no code, no engineering tickets.
Context switching
Deploy Anywhere
Bring AI directly into Microsoft Teams, Slack, Chrome, Word, Excel, Outlook, and more, so employees can automate work without leaving their everyday tools.
Low adoption
Organization Controls
Adoption stalls without visibility. Cassidy gives admins guardrails, permissions, and usage analytics—so you can monitor, adjust, and scale AI across your org.
4.8M+
Workflows run last quarter
35+
Frontier LLM models available
100+
Integrations across your stack
Give AI the context of your business. Then put it to work.
Connect your documents, meetings, CRM, and other company knowledge so Cassidy understands how your business works and can automate even your most complex processes.
Context layer
Knowledge Base
Cassidy's Knowledge Base grounds your automations in real company knowledge—turning fragmented files into outputs your best people would trust. Synced, cited, and permission-aware.
Meetings
Cassidy joins your meetings, transcribes and summarizes in real time—so Agents and Workflows can reference what was said, who said it, and what to do next. Conversations become automated follow-ups, CRM updates, and searchable knowledge across your org.
automation layer
AI Agents
Create Agents in minutes with natural language—no code, no technical skills required. Let the people closest to the work build the AI that supports it. Grounded in your sources, trained on your brand, deployed where you work.
Workflows
Turn complex processes into automations without waiting on engineering. Built on your Knowledge Base, connected to your tools, with guardrails that keep you in control—so Workflows can reason, decide, and act like a teammate would.
“Cassidy understands our processes
and priorities like no other tool could replicate.”
P. Jardin, VP of Innovation
“An editor who started his career on a typewriter now builds AI Agents and shares them with colleagues."
M. Marcinkowski, Content Strategist
“Cassidy helps us do what would have taken multiple hours in minutes.”
A. boylan, Group Director
Built for operationally complex industries
Where workflows are manual, documents are dense, and accuracy is critical. Cassidy automates the exceptions, edge cases, and high-stakes processes that define these businesses.
Example
Route submissions to the right underwriter based on risk appetite, coverage type, and capacity. Apply your decision trees automatically.
Brokers, carriers, MGAs
Insurance
Extract submission data, compare policy terms, and route cases using your approved underwriting guidelines. Build multi-step Workflows that reason across documents, rules, and exceptions while keeping the right people in control.
Submission intake and triage
Census collection and validation
Policy and renewal comparison
MANUFACTURING, CONSTRUCTION, LOGISTICS
Industrials
Surface answers from specs, SOPs, and compliance docs instantly. Agents that search your technical knowledge and cite sources—so teams get accurate answers without digging.
Field team knowledge search
RFQ response drafting
Job site reporting
Example
Answer technical questions from your specs and documentation. Give field teams instant access to product details, pricing rules, and compliance requirements.
Example
Draft RFP responses by pulling from your library of approved answers and past wins. Surface the exact policy language your team needs in seconds.
CONSULTING, RESEARCH, CLIENT DELIVERY
Professional Services
Draft proposals, deliverables, and client-ready documents from your templates and past work. Workflows that pull institutional knowledge—so your team isn't starting from scratch.
RFP shredding and response drafting
Proposal and deliverable generation
Client and market research briefs
Tailored solutions for every team
From sales to support to operations, Cassidy multiplies your teams and unlocks new growth paths for your entire organization.
Get more from every AI model
Cassidy gives you access to leading AI models without locking you into a single provider. It automatically selects the right model for each task, using premium models when their capabilities are needed and more efficient options when they are not. As better models become available, you can use them without migrations or rebuilds.
Model agnostic
Meet the teams getting real AI wins
85%+
Adoption in lead core practices
6,000
Employees
"What we've always cared about is giving our people the ability to do great work—and the Cassidy team understood that from the start. They helped us take decades of experience from [our practice leaders] and turn it into something the next person who joins the team can tap into on day one."
Robin Singhvi, Director of AI Programs, OneDigital
Inside Rise’s playbook for cutting creative bottlenecks
Learn more
"Cassidy now supports more than 800 employees daily. Its impact spans departments—offering real-time access to information without additional training, complex rollouts, or added overhead."
P. Arguinchona, Chief Information Officer
"When we got to see the power in Cassidy, we realized there was a lot more value than we expected. The automations and integrations gave us a clear vision of how this could shorten many complex workflows."
A. Boylan, Group Director
Crain Communications scaled AI across 26 publications using Cassidy
Learn more
"I think it was responses—just people getting back to us really quickly, answering our questions, and really being an awesome partner to work with—that we just were never looking elsewhere."
M. Marcinkowski, Content Strategist
Secure, governed, and ready for enterprise
Cassidy supports enterprise security, privacy, and governance requirements, with controls for identity, access, data protection, and organizational oversight.
SOC 2 type II
Attested
GDPR
Compliant
HIPAA
Compliant
CASA
Validated
No model training on your data
Your information stays private and is never
used for training
Single sign-on (SSO)
Connect your identity provider for secure,
centralized access
Advanced RBAC user permissions
Fine-grained control over access across
teams and roles
Advanced data security
Row-level security and granular access controls protect against unauthorized access
Choose your model
Select from leading models from OpenAI,
Anthropic, and Google
Organization-wide instructions
Set guardrails and rules that apply across every Agent and Workflow
AI adoption that actually sticks
Nobody knows your business like you do.
We bring the platform and the people to put AI to work.
- Dedicated expert solutions team
- Managed builds, implementation, and maintenance
- Tailored, proven onboarding methodology
- Regularly scheduled office hours
- Hands-on AI learning sessions
- Priority support when you need it
- Collaborative roadmap planning
AI Adoption with vs. without cassidy
FAQ
Find answers to common questions about the platform, security, and getting started. Still have questions? Talk to our team!
Is my data used to train AI models?
No. Your data stays private. Cassidy never uses your data to train AI models—it's used solely to provide context for your automations. Review our security center here.
How does Cassidy keep information up to date?
Cassidy syncs with your external data sources, so your Knowledge Base always reflects the latest versions of your files. To maintain accuracy over time, we also offer Document Verification—allowing your team to flag potentially outdated content for review, so Agents only rely on verified information.
Can I deploy Cassidy in Slack or Microsoft Teams?
Yes. Cassidy can be deployed through Slack and Microsoft Teams, as well as via Chrome, Word, Excel, and Outlook extensions. This allows you to use Cassidy directly within the tools your team works in every day.
What security certifications does Cassidy have?
Cassidy is SOC 2 Type II, GDPR, HIPAA, and CASA certified. All data is encrypted in transit and at rest, with granular, role-based access controls. Review our security center here.
How is Cassidy different from other AI tools and platforms?
Cassidy is an automation platform built to power real business processes—not just simple workflows.
- Deep Business Context: Cassidy connects to your company's unique data through our Knowledge Base, understanding your specific processes, terminology, and brand voice.
- Ease of Use: No developers required. Our no-code platform lets non-technical teams stand up Workflows and Agents in hours, not months.
- Enterprise Support: Our dedicated solutions team partners with you to design, build, and refine Agents that deliver real ROI.
See how Cassidy compares to other tools in our Blog here.
How are other companies using Cassidy?
Teams at startups and Fortune 100 enterprises alike use Cassidy to automate critical workflows. Explore hundreds of examples in our Use Case Library.
Common applications include:
- Sales: Get complete context with deal and customer Q&A, auto-update CRM fields after calls, draft RFP responses from approved answers, and enrich leads automatically.
- Customer Support: Empower agents to answer technical questions, auto-draft replies to incoming tickets, triage and route tickets to the right team, and turn resolved tickets into help articles.
- Marketing: Create SEO content at scale in your brand voice, repurpose content across channels, check content against style guides, and track competitors.
- Operations: Enable instant internal answer search for employees, guide new hires with role-aware onboarding, analyze operational data for bottlenecks, and generate SOPs from existing processes.
Can Cassidy connect with my existing tools?
Yes. Cassidy integrates with hundreds of tools across your stack. We offer native integrations for Knowledge Sources (like Google Drive, SharePoint, and OneDrive) and Workflow Actions (like updating Salesforce or sending Microsoft Teams messages). For custom needs, connect to virtually any app using webhooks and our API. Explore all our integrations on our Integrations page here.
