Build AI automations powered by your company data

Cassidy securely integrates with your tools, leveraging company knowledge to automate tasks like customer support, lead qualification, and RFP processing and much more.
Trusted and Partnered with 20,000+ teams

Build AI assistants and workflows tailored to your team

Search customers, deals, documentation, and more in seconds

Cassidy pulls real-time information from your knowledge sources (SharePoint, Slack, Drive, etc.) so you can find the most up-to-date information. Click into any source to see the original information.
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Cites sources for accuracy (no "hallucinations")
A product mockup of Cassidy showing how users can verify all AI-generated results and responses by looking at the original source.
A product mockup of Cassidy showing how users can verify all AI-generated results and responses by looking at the original source.

Prioritize and triage customer tickets to the right teammate for faster ticket resolution

Multi-step AI workflows allow you to build asynchronous tools that can analyze, transform, route, and trigger data all in one flow.
Explore support use cases
Connects to HTTP APIs, Zapier, and 100+ tools
A product mockup of Cassidy AI workflow builder
A product mockup of Cassidy AI workflow builder

Draft on-brand replies to customer emails to cut response times in half

Cassidy's AI assistants know your business inside-and-out and speak like you. Bring assistants anywhere from customer tickets to writing marketing content.
Explore sales use cases
Personalized to your brand voice
A product mockup of Cassidy showing how people can use Cassidy to reply to customer emails
A product mockup of Cassidy showing how people can use Cassidy to reply to customer emails

Simplify RFPs and security questionnaires to close more deals

No more messy CSVs scouring PDFs- simply drag-and-drop files into Cassidy to extract the questions and answers. This workflow has full context on your company to answer even the most nitty-gritty questions.
Explore sales use cases
Run automations at scale
A product mockup of Cassidy showing how users can automatically respond to RFPs in minutes with AI
A product mockup of Cassidy showing how users can automatically respond to RFPs in minutes with AI

Build custom assistants and worflows to save your team hundreds of hours

Cassidy's enablement platform makes it easy to build new automations personalized specifically to your business.
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Embed Cassidy into your existing tools

Get replies directly inside Slack

Build and deploy Slack Bots so that your entire team can ask assistants questions directly in channels and private messages.
Talk to sales
A product mockup showing how Cassidy can be embedded inside Slack

Message inside Microsoft Teams

Deploy Cassidy to Teams channels so you can ask questions to any assistants.
Talk to sales
A product mockup showing how Cassidy can be embedded inside Microsoft Teams

Automate responses in email

Connect Cassidy to your email via our Chrome Extension to draft replies or summarize the thread.
Talk to sales
A product mockup showing how Cassidy can be embedded inside Gmail & Outlook

Bring Assistants with you to any website

Cassidy's Chrome Extension enables your team to leverage Assistants to read and respond to information anywhere on the internet.
Talk to sales
A product mockup showing how Cassidy can be embedded inside any browser via the Cassidy Chrome Extension

Custom build & embed your own automations with our API

Connect Cassidy’s assistants to any internal tooling or platforms you’re already using with our secure API.
Talk to sales
A product mockup showing how Cassidy can be embedded with API
Customer support automation with Cassidy saves reps 10+ hours / week.

Customer support automation with Cassidy saves reps 10+ hours / week

“With Cassidy, we've been able to automate ticket triage substantially, saving the team time to focus on more important areas.”

Exequiel Alcober
Exequiel Alcober
Director of Customer Operations
Read case study

The security-first AI platform

Single Sign-On (SSO) capability

Supports enterprise Single Sign-On (SSO) providers to ensure secure and centralized user authentication.

SOC 2 Type II
compliant

Cassidy has achieved SOC 2 Type II compliance, demonstrating our adherence to user and workspace security.

Advanced user-level permissions

Configure your workspace to have restricted permissions to data depending on user level.

GDPR compliant & CASA certified

Cassidy adheres to GDPR compliance regulations and is CASA Certified, with advanced security for user privacy.

No model
training

Unlike ChatGPT and other platforms, we never use your private data to re-train models.

Enterprise-level data security

Our security infrastructure includes row-level security and granular access control, protecting against unauthorized access.

Connect to the top AI models and tools

A visual grid of the integrations people can use inside Cassidy
A visual grid of the integrations people can use inside Cassidy
A. Killander
Creative Director

Cassidy makes it easy for us to get our employees exactly the information they need - right when they need it.

G. Rizk
Managing Director

Cassidy personalizes its AI tools to know our business, clients, and industries better than any other AI-enabled company. Across the board, our team is obsessed with using Cassidy as a copilot to refine solutions, research external industry insights, streamline knowledge transfer across teams and find creative ways to automate the day-to-day monotonous tasks.

A. Kaplan
Strategy + Operations Lead

Cassidy has been indispensable to our team, revolutionizing operations in marketing, grants, and PR. Its seamless context-specific responses outshine other platforms. Personally, Cassidy has amplified my productivity and feels like a proficient team member, always ready to help.

A. Luxmoore
Head of Sales

I never thought I’d be able to automate responding to our RFPs until I found Cassidy. It was incredibly easy to connect my tools, and helps us respond 3x faster to customers so we can close more deals.

A. Cohen
Operating Producer

Cassidy is a game-changer. Providing powerful AI workflows that were previously unattainable is nothing short of incredible. It’s evident that Cassidy workflows can automate monotonous and tedious tasks across organizations.

C. Windham-Bradstock
CEO

Understanding the nuances of our business, customer, and brand voice is critical for any task at ANY LAB TEST NOW- making AI tools previously unreliable. Cassidy’s real-time context allowed us to finally implement AI automations across our marketing, HR, and sales teams.

Helpful resources

FAQ

Build AI automations personalized to your team