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Save Thousands of Hours (and Dollars) with Cassidy's New Research Agent

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Research doesn’t have to be an expensive, manual, time-consuming process anymore.

With Cassidy’s Research Agent, you get real-time, continuous access to the web until it finds the precise answers you need, delivering up-to-date, accurate information quickly and effortlessly.

Whether you’re after business insights or competitive data to fuel your growth strategy, this tool ensures you get the exact information you’re looking for — no manual research required. 

Unlike tools like ChatGPT, which handle individual queries, Cassidy’s solution is designed for repeatable, in-depth research. It continuously gathers, processes, and aggregates live web data, making it far more powerful for automating complex tasks that drive business decisions.

If you’ve been spending hours on research or relying on tools that fall short, it’s time to save both time and money with this powerful solution. 

Ready to see how it can transform your workflow? Let’s dive in

Simplifying research with limitless reach

Research Agent scours the internet to retrieve real-time data tailored to your needs. Whether you’re conducting in-depth analysis or verifying key information, it eliminates manual effort and helps you make faster, more informed decisions.

At its core, Research Agent combines custom queries, autonomous web scraping, data analysis, and customizable output options. Here’s how it works:

  • Custom Instructions: You define exactly what data you're looking for—whether it’s competitive insights, verifying a company’s online presence, or gathering the latest news. This gives you complete control over the research process.
  • Autonomous Web Scraping: The tool automatically scans public online sources like websites and databases, saving you hours of manual searches. It can’t log into private accounts but uses public-facing data to gather insights. For example, you could input a company domain, and Research Agent would analyze accessible websites and compile a list of competitors for you.
  • Data Processing and Confidence: After collecting the data, it’s analyzed and presented with confidence scores, detailed reasoning, and a step-by-step breakdown of how the results were gathered. You’ll be able to trust the data and understand exactly how it was sourced.
  • Customizable Output: The results are delivered in a format that fits seamlessly into your workflow, allowing you to quickly act on the insights you’ve gathered. Whether you're generating reports, conducting competitive analysis, or validating information, the output is flexible and designed to meet your specific needs.

As Research Agent continues to evolve, new templates and features will be added, enhancing its research capabilities and allowing you to tackle even more complex tasks.

For more details, check out this overview video: 

Our pre-existing templates can already help you work magic 🪄

We've created a range of pre-built templates available to simplify common research tasks, helping you get started right away.

These templates handle tasks such as:

  • Gathering Company and Competitor Information
  • Analyzing Company ICP and Positioning
  • Finding Company's Social Media Profiles
  • Identifying Person Names from Work Email Addresses
  • Locating Company Executives and Founders
  • Searching for Company Competitors
  • Verifying Domain Status
  • Finding Company Customers
  • Getting Company 10-K Reports

These templates allow you to quickly gather relevant data without having to build workflows from scratch. Whether you’re searching for key contacts or analyzing competitors, the templates are designed to make your job easier.

But the real advantage comes from customization. While pre-built templates offer convenience, you can design your own workflows tailored to your specific needs. Whether you're automating a series of unique tasks or gathering insights for a highly specialized project, you can create workflows that match your exact requirements.

By designing custom templates, you not only save time but also open the door to automating complex tasks. This flexibility allows you to streamline operations, make more informed decisions, and focus on using the data to fuel business growth.

Applying Research Agent's insights for your business

The data gathered by Research Agent can be used across different areas of your business to make smarter, more strategic decisions.

  • For Sales: Detailed insights on potential customers, including their company background and key contacts, allow you to tailor your outreach for maximum impact.
  • For Competitive Analysis: Having access to competitor data in real-time enables you to quickly identify market trends, analyze your competitors’ strategies, and adjust your own.
  • For Lead Generation: By automating research, you can quickly build lists of high-quality contacts and leads, giving your team more time to focus on outreach.
  • For Market Research: Gain access to industry trends and customer preferences to make strategic business decisions faster, putting you ahead of the competition.

Here's an example of how you can conduct industry research: 

As many departments in your organization are likely spending significant time or money on research tools, we aim to simplify that—while offering you the most accurate, current insights available from across the web.

Plus, exporting this data is easy.

With integrations like OneDrive and Word, exporting your data is seamless, allowing you to put research into immediate use. Some integrations work across both Knowledge Base and workflows, such as Slack, making it easy to store data and send notifications where they’re most useful. No matter where your data is headed, outputs are formatted to fit your exact needs.

Experience Cassidy for yourself

Ready to simplify your workflows and make data-driven decisions with ease? Cassidy offers the tools to automate your research and streamline operations across your business. 

Sign up for a free trial today.

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Cassidy vs. ChatGPT Enterprise: Contextual AI Automation vs. Standalone Chatbot
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Cassidy vs. ChatGPT Enterprise: Contextual AI Automation vs. Standalone Chatbot

AI models

Overview

While both Cassidy and ChatGPT Enterprise utilize AI to enhance productivity, they serve distinctly different purposes. Cassidy is a robust, contextual AI automation platform designed to create custom workflows, integrate deeply into your existing tools, and leverage multiple AI models. ChatGPT Enterprise functions primarily as a standalone conversational chatbot built exclusively around OpenAI’s models, lacking deep workflow automation or extensive integrations.

Cassidy provides enterprises with adaptable AI solutions that scale across business units, ensuring contextually intelligent automation tailored specifically to your workflows.

Feature Comparison

Feature Cassidy ChatGPT Enterprise
Automation ✅ Flexible AI workflows ❌ Chat-only interaction
AI Models ✅ Multiple AI models (GPT-4, Claude, Gemini) ❌ Single model (GPT-4)
AI Assistants ✅ Integrated in Slack, Teams, Chrome ❌ No external integrations
Knowledge Base ✅ Unified enterprise-wide knowledge ❌ No central knowledge base
Support & Onboarding ✅ Dedicated enterprise support ❌ Generalized, limited support

Flexible AI Models vs. Single Provider Limitation

Cassidy allows your business to leverage multiple leading AI models, ensuring that you always have access to the best tool for the job. ChatGPT Enterprise restricts users to OpenAI’s proprietary models only, significantly limiting your flexibility and potentially future innovation.

Workflow Automation, Not Just Conversations

Cassidy empowers enterprises with comprehensive workflow automation, seamlessly linking multiple business tools and processes to perform tasks end-to-end without human intervention. ChatGPT Enterprise lacks automation capabilities, serving only as a conversational assistant without any capability for task automation or execution across multiple apps.

Integrated AI Assistants vs. Isolated Chat Experience

Cassidy's custom AI assistants integrate seamlessly into everyday business platforms like Slack, Microsoft Teams, and Chrome, delivering contextual support and real-time actions. In contrast, ChatGPT Enterprise offers a closed interface without built-in external integrations, restricting AI interactions to basic conversational exchanges within its own environment.

Centralized Enterprise Knowledge Management vs. Fragmented Storage

Cassidy provides a unified enterprise-wide knowledge base that continuously updates and enriches the context available to your entire organization, ensuring accuracy and relevance. ChatGPT Enterprise’s knowledge storage is ephemeral, restricted to individual sessions, and lacks permanent enterprise-wide knowledge management.

Dedicated Enterprise Support vs. Generic Onboarding

Cassidy offers personalized, white-glove onboarding, dedicated account management, and comprehensive training, ensuring your enterprise successfully adopts and scales AI across teams and processes. ChatGPT Enterprise provides general self-service onboarding with limited personalized support, potentially hindering widespread adoption.

Cassidy: The Smarter Enterprise AI Solution

ChatGPT Enterprise is suitable for standalone, conversational interactions, but Cassidy offers a far more powerful, scalable, and contextual AI solution designed specifically for enterprises. With its extensive integrations, multi-model flexibility, robust workflow automation, and enterprise-grade knowledge management, Cassidy empowers your business to fully harness the potential of AI across your entire organization.

Discover how Cassidy can elevate your enterprise workflows by booking a demo today.

Cassidy vs. Make.com: AI-Embedded Automation vs. API-Driven Workflows
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Cassidy vs. Make.com: AI-Embedded Automation vs. API-Driven Workflows

About us

Automation has evolved beyond simple “if this, then that” workflows. Cassidy is an AI-native automation platform built for teams that need automation with human-like judgment, not just predefined app connectors. By embedding AI at every level, Cassidy can understand context, make decisions, and even interact with users as an assistant.

Make.com, on the other hand, is a traditional visual workflow builder that treats AI as an external add-on. Users can connect AI services via API modules, but AI isn’t an intrinsic part of every workflow. While Make.com excels at connecting apps in complex scenarios, it lacks built-in AI capabilities like memory or autonomous decision-making.

For enterprise decision-makers, this difference is critical. Below, we compare Cassidy and Make.com across key areas.

Feature Cassidy (AI-Driven) Make.com (Workflow Automation)
AI Integration ✅ Built-in AI powers every step ❌ No native AI, requires external API calls
AI Assistants ✅ Interactive assistants in Slack, Teams, etc. ❌ No AI assistants, only workflows
Enterprise Scalability ✅ Enterprise-grade (SOC 2 Type II, SSO, granular permissions) ⚠️ Basic/limited enterprise features (no SOC 2 yet, simple team roles)
Customization & Flexibility ✅ AI-powered workflows adapt with context ⚠️ Visual workflows with manual logic, no AI context memory
Use Case Fit ✅ Advanced AI use cases (assistant-driven processes, content generation) ❌ Basic app automation, lacks AI-driven actions

Embedded Intelligence vs. "Add-On" AI

Cassidy has AI built into every workflow, making it seamless to analyze data, generate content, and take intelligent actions. Workflows can process unstructured information, reference a knowledge base, and make decisions without needing manual API calls. AI is deeply embedded, meaning users don’t have to configure prompts or external services for each step.

Make.com treats AI as an optional add-on. To use AI, you must manually insert an API call (e.g., OpenAI) into a workflow, manage API keys, and configure prompts. There’s no native memory or knowledge retention, so workflows don’t improve over time. AI in Make is an external tool, not a core part of automation.

AI Assistants – Interactive AI vs. Static Workflows

Cassidy offers real-time AI assistants that integrate into Slack, Teams, and Chrome. These assistants can answer questions, generate responses, and automate tasks based on context. A sales assistant can draft personalized outreach, while an IT assistant can troubleshoot employee requests—all within chat.

Make.com does not have AI assistants. It is focused on background workflows and lacks an interface for employees to interact with AI in real-time. While you could trigger workflows from Slack, Make provides no built-in AI agent that understands context or remembers past interactions.

Enterprise Scalability – Built for Large Organizations

Cassidy is enterprise-ready with SOC 2 Type II compliance, SSO, granular permissions, and access controls. AI can be restricted by role, ensuring security across departments. Its infrastructure is designed for scalability and compliance at an enterprise level. Visit our trust center here.

Make.com, while growing in enterprise features, lacks SOC 2 Type II certification and has simpler role-based permissions. It is well-suited for team-based automation but requires additional governance setup for large-scale deployments.

AI-Driven Flexibility vs. Predefined Workflows

Cassidy lets teams build AI-powered workflows that adapt dynamically. AI can process data, make decisions, and adjust workflows on the fly. Enterprises can use different AI models (GPT-4, Claude) and fine-tune outputs, creating intelligent automations that improve over time.

Make.com is a powerful visual workflow builder but lacks AI adaptability. Workflows require predefined logic, meaning users must manually configure every step. AI cannot influence decisions without external scripting, making automation more rigid.

Use Cases – Where Cassidy Delivers More Value

Cassidy enables AI-powered automation that goes beyond simple workflows, making it ideal for:

  • RFP Automation: AI reads documents, finds relevant answers, and drafts responses using past knowledge.
  • Sales & Marketing Copilots: Assistants research prospects, summarize insights, and generate personalized outreach.
  • Customer Support AI: AI triages support tickets, drafts responses, and escalates urgent issues in real time.
  • HR & Compliance Automation: AI reviews policies, answers employee questions, and ensures regulatory compliance.

Make.com is best for structured app integrations, such as syncing CRM records, sending notifications, or processing simple data flows. AI is an enhancement, not a core function.

Choosing the Right Automation Platform for Your Enterprise

Cassidy is designed for enterprises that need AI-powered workflows and assistants that evolve with their business. Its AI is deeply embedded, making automation more intelligent, adaptable, and scalable.

Make.com is an excellent tool for building structured workflows, but its AI capabilities are limited to external API calls. For enterprises looking to automate complex, AI-driven processes, Cassidy is the more future-proof investment.

Ready to experience Cassidy firsthand? Book a demo today to see how an AI-first automation platform can unify knowledge, streamline processes, and transform the way your teams work.

Cassidy vs Microsoft Copilot: AI Automation vs Microsoft 365 Assistant
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Cassidy vs Microsoft Copilot: AI Automation vs Microsoft 365 Assistant

Industry news

Cassidy and Microsoft 365 Copilot both bring AI assistance to the workplace, but they differ significantly in scope and approach. Cassidy is an AI-native automation platform designed to integrate AI into diverse workflows across an entire business, while Microsoft 365 Copilot functions as an assistant within Microsoft’s suite of apps (Word, Excel, Outlook, Teams).

While Copilot is useful for enhancing productivity within Microsoft tools, Cassidy goes further by enabling cross-platform workflows, providing AI model flexibility, and offering enterprise-level support. Below is a comparison of how Cassidy and Microsoft Copilot stack up across key areas:

Feature Cassidy Microsoft Copilot
AI Flexibility ✅ Supports multiple AI models (GPT-4, Claude, Gemini) ❌ Locked to Microsoft’s OpenAI model
Workflows & Automation ✅ No-code AI-driven workflows spanning multiple tools ❌ In-app assistance only, no cross-platform automation
Integration Scope ✅ Connects with 100+ tools, including Slack, CRMs, and ticketing systems ❌ Primarily for Microsoft 365 apps, limited third-party integrations
Enterprise Scalability ✅ Organization-wide AI deployment and admin control ❌ Designed for individual users within Microsoft apps
Onboarding & Implementation ✅ Dedicated support, training, and white-glove onboarding ❌ Self-service setup, minimal implementation support

AI Flexibility: Multiple Models vs. Single Model

Cassidy offers extensive AI flexibility. It supports multiple AI models, including OpenAI’s GPT-4, Google’s Gemini, and Anthropic’s Claude. This allows organizations to choose the best AI for different tasks and future-proof their automation as better models emerge.

Microsoft Copilot, on the other hand, is locked into Microsoft’s chosen OpenAI model. Users have no control over the AI provider and must rely solely on the models Microsoft decides to deploy. This lack of flexibility can limit performance in specific use cases where another model might be a better fit.

Workflows & Automation: Multi-Step vs. In-App Only

Cassidy enables true end-to-end AI-powered workflows across multiple tools and steps. Its no-code workflow builder lets users create AI-driven automations that take action across apps, process data, and even trigger real-time alerts. For example, Cassidy can read an incoming email, analyze its content, update a CRM, and notify the right person in Slack—all in one seamless process.

Microsoft Copilot, however, is limited to acting within individual Microsoft 365 apps. It assists with tasks like writing emails in Outlook or summarizing documents in Word but does not offer full automation across tools. Microsoft’s Copilot Studio allows for some custom Copilot assistants, but these are largely confined to Microsoft’s ecosystem and require developer setup.

Integration Scope: Diverse Tools vs. Microsoft-Only

Cassidy connects with over 100+ third-party applications, including CRMs, ticketing systems, knowledge bases, and communication platforms like Slack and Teams. It integrates deeply with both Microsoft and non-Microsoft tools, ensuring seamless automation across an organization’s full tech stack.

Microsoft Copilot, by contrast, is designed primarily for Microsoft 365 users. It works well within the Microsoft suite but has limited or no native integration with third-party tools like Slack, Google Drive, or external CRMs. This lack of connectivity makes it difficult to implement AI-driven workflows outside of Microsoft’s ecosystem.

Enterprise Scalability: Organization-Wide vs. Individual Use

Cassidy is built for enterprise-wide deployment, allowing teams to create AI assistants and workflows that span across departments. Its centralized Knowledge Base ensures that AI-powered automations pull from company-wide data, maintaining accuracy and consistency. Admins can manage access, enforce security policies, and customize AI responses for different teams.

Microsoft Copilot is primarily a personal assistant within Microsoft apps, meaning it functions on a per-user basis rather than being centrally managed for an organization. Any attempt to extend its capabilities across teams would require significant developer effort and remain constrained within the Microsoft environment.

Onboarding & Implementation: Hands-On vs. Self-Service

Successfully implementing AI tools in an enterprise requires more than just software—it requires expert guidance, training, and ongoing support to ensure adoption and success. Cassidy provides a white-glove onboarding experience, working directly with each organization to build, customize, and integrate AI solutions effectively.

When you adopt Cassidy, you get:

  • A Dedicated Account Manager – Your team is assigned a Cassidy AI expert who helps design AI assistants and workflows tailored to your business needs. This ensures your AI solutions align with your processes and deliver real impact from day one.
  • Team Training Sessions – Cassidy provides hands-on training to help teams in sales, marketing, support, and operations seamlessly integrate AI into their workflows. This ensures that AI adoption happens smoothly across departments, not just in isolated pockets.
  • Weekly Office Hours – Cassidy hosts live Q&A sessions where customers can get expert advice, troubleshoot challenges, and explore new use cases for AI within their business.
  • Private Slack Support – A direct line of communication with Cassidy’s team, allowing customers to ask questions, request features, and receive real-time assistance whenever they need it.

This high-touch support model ensures that organizations don’t just buy AI tools—they successfully implement them and maximize their value.

By contrast, Microsoft Copilot follows a self-service onboarding approach. While Microsoft provides documentation, FAQs, and standard admin guides, there is no dedicated onboarding or personalized implementation support. If an organization needs additional guidance, they may have to work with third-party Microsoft partners at an extra cost. This means that adoption relies heavily on internal IT teams to configure Copilot and train users, which can slow down AI implementation—especially for enterprises looking to scale AI across departments.

Final Thoughts: Why Cassidy Stands Out

Microsoft 365 Copilot is a useful personal productivity tool within the Microsoft suite, helping with writing, summarizing, and task management inside apps like Word and Outlook. However, it lacks true AI-powered workflow automation and is restricted to Microsoft’s ecosystem.

Cassidy, on the other hand, enables end-to-end AI automation across your entire tech stack. It integrates with multiple tools, supports multiple AI models, and allows enterprises to build custom workflows that adapt to their specific needs. With hands-on onboarding, admin controls, and broad AI flexibility, Cassidy is the better choice for businesses looking to deploy AI across departments and tools.

Ready to see how Cassidy can automate your workflows? Book a demo today.

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