There are two primary categories for integrating AI into your business:
Boosting Internal Productivity - In other words, figuring out how to make your employees and workflows more efficient, so you can deliver better results faster.
Enhancing the Customer Experience - Exploring what you can offer on top of your existing products and services to make your customers even happier.
Focusing on internal productivity will help cut costs, while improving the customer experience will help you earn more.
Internal Productivity
In my view, it’s easier to start with internal productivity. Greater AI adoption within your team or even by yourself will lead to a substantial increase in overall productivity. The right AI strategy will turn everyone in your organization into a top performer.
Of course, figuring out the best AI strategy can be tricky. But, I think it’s important to not overthink it. Just starting to use AI tools and sharing them with your team can pave the way for in-depth AI integration across your organization. It’s crucial for everyone to have that “Aha” moment with AI.
At CassidyAI, we’re all about this mission. While we’re still slowly rolling out early access, we’ve been documenting our process publicly because we believe everyone can benefit from the thinking we’re putting into how to build features that truly speed up internal workflows.
We showcased our plugin feature that allows you to bring an AI assistant, custom-trained for your business, virtually anywhere on the internet. It’s been a game-changer for sales, customer success, and marketing teams.
(Check out the demo here. You can also signup for the Cassidy waitlist here)
The point is this: When integrating AI into your business, consider the workflows and tasks that currently exist and explore how AI could be introduced to enhance them. Never assume AI can't help--even small steps towards incorporating AI eventually become meaningful time savings.
Customer Experience
On the other hand, you can drive significant customer retention and growth by thoughtfully using AI in your products and services. This approach requires creativity, as it is not as simple as purchasing an off-the-shelf solution for internal workflow optimization.
AI-enabled features in your products and services could include personalized recommendations, an AI chatbot, or simple AI features that make it easier for people to use your product. The catch is that these features must be unique to your business.
For instance, Shopify customers struggled to optimize their stores properly, so their AI sidekick was developed to do it automatically. Another example: I recently spoke with a personal trainer who introduced an AI chatbot for fitness-related questions because clients struggled with guidance on days they weren’t seeing the trainer.
When considering AI implementation, think about the biggest pain points for your current customers. Why do people churn? Is something stopping them from using your product or service more often? What are their unmet needs?
It’s within these questions, you’ll find opportunities to enhance the customer experience using AI.
Cassidy credits are the fuel that powers everything on our platform — from assistants to workflows.
Each month, based on your subscription plan, you receive a set number of credits. These credits are deducted as you complete tasks — simpler ones use fewer credits, while more complex workflows require more.
This streamlined approach allows you to manage your usage effortlessly, giving you access to all our AI models without needing multiple API keys or separate subscriptions. There are over 8 models built-in to choose from, including OpenAI, Anthropic, and Google’s latest models.
In this article, we’ll break down Cassidy credits in more detail, but if you're looking for a high-level overview of Cassidy's credits and pricing, head over to our pricing page.
What are Cassidy credits and how do they work
Cassidy credits are the backbone of how you access and utilize the AI-powered features on our platform. Instead of juggling multiple API subscriptions or worrying about separate charges for each tool, Cassidy credits simplify your experience by acting as a "universal currency." so to speak.
Each feature, from running workflows to chatting with assistants, pulls from your monthly pool of credits, making it easy to track and manage your usage.
When you sign up for Cassidy, your plan comes with a set number of credits each month. These credits are deducted as you run tasks on the platform. The more complex the task—like detailed workflows or analyzing large datasets—the more credits it consumes. Simpler tasks, like basic queries or short assistant interactions, use fewer credits.
Here’s how it works:
Choose between 8+ models: Depending on the automation, your team might prefer different models for different use cases. For instance, GPT-4o is better at data analysis, while Claude 3.5 Sonnet is better at content writing. As newer and better models get released, we’ll add them directly into Cassidy.
Task-Based Consumption: Every task you run deducts credits from your monthly allocation, whether it’s small day-to-day tasks or large workflows.
No API Key Hassle: Usually, accessing AI models across different platforms requires multiple API subscriptions. Cassidy credits simplify that—you pay for one subscription, and your credits cover all features in one place.
Real-Time Monitoring: Track how many credits you’ve used and how many are left. For teams, credits are shared across your organization.
Scalable Usage: Whether your needs grow or shrink, Cassidy credits adapt to your usage, ensuring you only use what’s necessary.
It should also be noted that Cassidy credits do not roll over every month.
What happens if I accidentally go over my Cassidy credits?
We understand that credit usage can vary. If you find yourself running low or going over on credits, reach out to our team. We’ll work with you to find a solution, whether it's a one-time boost or a plan adjustment to better suit your needs — the key thing to note is that we want to work with you.
Couple of quick FAQs about Cassidy credits
Is there a cost per credit? Rather than charging per individual credit, our pricing model factors in seats, features, support, and other benefits. This helps us provide more value through flexible plans that adapt to your needs.
Are there any free actions within Cassidy? Yes, many actions within Cassidy are free and don’t consume credits. These include tasks that don’t require AI, like scraping a webpage or searching the internet. However, integrations with platforms like HubSpot or Salesforce require a subscription tier but won’t consume additional credits once enabled.
How can I quickly check my remaining Cassidy credits? You can easily monitor your Cassidy credits by navigating to the 'Credits & Storage' tab in the Organization Settings. This will give you an up-to-date view of your remaining credits and storage usage, helping you plan accordingly.
Customized plan tailored for your needs
At the moment, our Starter Plan offers 10k credits per month, with access to all of Cassidy’s core features, including unlimited assistants, workflows, and integrations with tools like Slack, Notion, and Sharepoint. This plan is perfect for individuals and teams starting out with AI-powered workflows.
However, for businesses with more specific needs — whether it's handling larger data volumes, scaling across departments, or needing advanced customization — our Custom Plan may be the right fit.
With a Custom Plan, you’ll enjoy:
Custom credits per month: Tailored to match the complexity of your workflows and team size.
Unlimited assistants and workflows: Automate without restrictions, so your team can scale tasks effortlessly.
Advanced integrations: Connect Cassidy to internal systems or specialized tools, going beyond standard integrations.
White-glove setup and onboarding: Get personalized support for a smooth implementation process and hands-on assistance.
Single Sign-On (SSO) capability: Secure and simplify user access with SSO integration.
Dedicated AI expert: Work with a dedicated expert to help optimize workflows and maximize efficiency.
Custom AI training: Receive tailored training to ensure your team makes the most of Cassidy’s features.
Custom integrations and live syncing: Keep workflows in sync with your essential tools and systems.
AI ROI reports: Track the benefits and ROI of your AI workflows to see tangible results.
A Custom Plan is ideal for organizations with more complex needs, offering flexibility and dedicated support as you grow. If this sounds like a good fit for your team, feel free to reach out to explore the best plan for your goals and maximize the value Cassidy can bring.
How we help save money compared to traditional API subscriptions
With Cassidy, you’re not just getting access to powerful AI tools—you’re also saving money by avoiding the need for separate API subscriptions and costly maintenance. Instead of managing multiple providers, Cassidy brings everything together, bundling a wide range of features into one platform for greater value.
We take care of the technical complexities—managing services, maintaining integrations, and handling updates—so you can focus on growing your business without worrying about hidden development or maintenance costs. By offering essential AI features and providers in one place, Cassidy helps you streamline your workflow and ensures you get the best performance without the hassle of multiple subscriptions or additional fees.
How many credits are used for typical workflows
If you are using the free trial or starter plan, you will have a limited amount of credits. Understanding how many credits different tasks consume can help you make the most of your Cassidy credits. Here’s a quick breakdown of what to expect for common activities:
Chats with Assistants: These usually consume between 1 and 30 credits, depending on the complexity of the conversation and the level of detail required.
Workflows: The credit usage for workflows can vary widely, from 1 to 100 credits, based on the scope and depth of the task. Simple workflows will cost less, while complex workflows involving multiple steps and large datasets will consume more credits.
These estimates provide a general idea, but the actual credit consumption will vary based on the specifics of your tasks.
What factors influence the amount of credits used?
Several factors determine how many credits a task will consume. Here are some key considerations:
AI Model: More advanced models require more credits. For basic tasks, simpler models can conserve credits, whereas complex analysis or generation tasks may need a more robust model.
Token Size: Tasks that involve large inputs or outputs (like longer documents or extended conversations) will require more tokens, which in turn increases the credit consumption. For example, if you’re summarizing a lengthy document, expect to use more credits.
Knowledge Base Access: Interacting with the knowledge base—whether retrieving information or analyzing existing content—tends to consume more credits. This is because accessing, processing, and analyzing data from the knowledge base can be resource-intensive, especially with large or complex entries.
Bulk Runs: When you run workflows in bulk, such as processing multiple datasets simultaneously, credit consumption rises significantly. Breaking up tasks or running them in smaller batches can help manage your usage more efficiently.
By considering these factors, you can better estimate credit usage for your tasks and optimize your workflows to make the most of your Cassidy credits.
Tips for maximizing value of your Cassidy credits
While Cassidy credits give you access to powerful AI tools, optimizing how you use them ensures that you get the most value without burning through your monthly allowance. Here are some practical tips to help you stretch your credits further and make the most of Cassidy’s capabilities.
Use Smaller AI Models for Simple Tasks Not all tasks need the most advanced AI model. For straightforward actions like summarizing text, correcting grammar, or drafting emails, smaller models can get the job done. By using these lighter models, you conserve your credits for more complex workflows.
Test Workflows with Limited Data First When building or testing new workflows, start small. Instead of running the full dataset or more intricate processes right away, try a few steps at a time to make sure everything works as expected. This way, you avoid consuming extra credits on trial runs and can save resources for the final, optimized version.
Keep Chat Conversations Focused When interacting with AI assistants, longer chats consume more credits as the AI retains context from previous messages. Starting a new chat after completing a task will typically use fewer credits. For routine tasks, such as drafting or refining content, non-Q&A assistants can help conserve credits while still delivering quality results.
Monitor Your Usage Regularly Cassidy makes it easy to keep an eye on your credit usage through the dashboard. By regularly checking your credit consumption, you can adjust your workflows and plan for more intensive tasks without depleting your credits prematurely. If your needs grow, consider upgrading to a custom plan for more flexibility.
Be Strategic with Bulk Runs Running workflows in bulk, like processing multiple datasets or documents at once, can significantly increase credit usage. Whenever possible, run workflows in smaller batches or break up larger tasks to avoid overloading your credits.
By following these tips, you'll ensure that your Cassidy credits go a long way, helping you unlock the platform's full potential while staying within your monthly limits. If you ever find yourself needing more credits, we’re here to help with flexible plans designed to scale with your needs.
Build AI automations that work for you and your company
With Cassidy, you’ve got everything you need to build AI automations that streamline workflows and boost productivity. Our platform adapts to your unique needs, whether you’re a small business or a large enterprise. Sign up for a free trial today!
In this article, we'll explore the key aspects that differentiate Cassidy from ChatGPT Enterprise, focusing on Cassidy's models, core features, security, support, and more to understand its advantages for implementing AI into your organization.
AI Models and Flexibility
Cassidy supports multiple AI models, including OpenAI's GPT-4o & GPT-4, Google Gemini, and Anthropic Claude. This approach offers a broader range of capabilities and a higher level of reliability depending on the use-case. For instance, we’ve found that Claude is the best for content writing, while GPT-4o is the best for internal Q&A. Unlike ChatGPT, which relies on OpenAI's models alone, Cassidy provides a more versatile AI experience.
The important part about being model agnostic is that when newer and better models are released, they will get added to Cassidy automatically. There’s no fear of purchasing and investing in an AI model that will quickly become outdated.
Knowledge Base
ChatGPT Enterprise, similar to other Large Language Models (LLMs), faces the inherent challenge of potentially generating misinformation or 'hallucinations'. A key limitation in this context is the model's inability to provide source citations for its generated content.
More specifically, ChatGPT Enterprise doesn’t support the ability to directly integrate with and store files in a centralized Knowledge Base. As of the latest update, you can add Google Drive and Microsoft Sharepoint files via the “chat” feature, but there’s no way to integrate or store them (and have it live sync when changes are made in your Google Drive, SharePoint, etc.). This makes Cassidy more ideal for use cases that require robust internal knowledge management and searching across thousands of files- unlike ChatGPT which is only ideal for one-off uploading of files.
Cassidy's Knowledge Base securely connects with over 100 tools and updates in real-time, prioritizing privacy. This comprehensive knowledge management system empowers Cassidy's AI capabilities with a rich context for generating accurate and relevant responses. Whenever it generates a source, it cites its sources so you can assure the accuracy of all your information.
AI Assistants
Cassidy's AI Assistants, powered by the Knowledge Base, perform specific tasks such as drafting replies to customer emails and assisting internal HR operations while maintaining contextual consistency across teams.
While ChatGPT Enterprise has GPTs that function similarly to Assistants, there are a few key reasons that Cassidy’s Assistants perform better:
The ability to add context via your Knowledge Base allows for much higher accuracy compared to solely having detailed roles.
The ability to easily share Assistants across your entire team for consistency (e.g. customer responses, RFP builders, blog post creation, etc.).
Beyond Chat, you can take your assistants into multi-step workflows for greater creativity (more on this in the next section).
Multi-step Workflows
While ChatGPT focuses strictly on chats, Cassidy allows you to build and run multi-step workflows without the need for back and forth chatting. This feature is ideal for automating specific processes that you run in a similar way every time - it’s more effective to set it up once and just have to run it versus always having to chat back and forth.
With workflows, we can integrate with tools that ChatGPT for Enterprise can’t. For example, via Workflows, you can integrate with Zendesk and automate customer support. You can plug into Slack and easily deploy Slackbots to answer employee questions. We integrate with Zapier so you can plug into 6,000+ other apps and use Cassidy as the “AI Glue” to scrape the internet, craft customized content, and search your Knowledge Base - all with actual context on your business.
Our workflows allow you to bulk run as well - this is great for automating processes that require multiple iterative runs rather than a single run. Good examples: Responding to an RFP that has questions in hundreds of rows, uploading a sales lead list, and automatically generating dozens of custom cold emails, etc.
Integrations
Cassidy integrates with key business tools like Google Drive, SharePoint, Notion, Slack, Zapier, and much more. There is also a Webhook for incoming data and an API (both GET and POST) which allow you to securely integrate data from practically anywhere. This connectivity allows for seamless integration of AI Assistants. With Cassidy, you get access to thousands of integrations to trigger actions (e.g., drafting emails, sending Slack messages, responding to tickets, creating contacts, publishing blog posts) that are not possible with ChatGPT Enterprise.
Security and Data Privacy
Cassidy prioritizes data security with enterprise-grade protocols, ensuring user data safety. Both are SOC2 compliant and follow the industries top practices for security and privacy.
Support and Onboarding Process
Unlike ChatGPT for Enterprise, Cassidy believes in onboarding all of its Enterprise teams and providing ongoing support. From setting up your integrations to setting up complex workflows with your team, our goal is to continue unlocking new use-cases that make your team more productive.
More specifically, with your workspace, your team gets access to:
Your own Dedicated Account Manager to help your team build AI assistants and workflows customized to your use cases.
Team training sessions to train specific functional teams (sales, marketing, customer support, etc.) on how to best use Cassidy.
Weekly Office Hours to help get questions answered live on calls.
Slack channel with the Cassidy team to answer questions quickly or create requests for new integrations.
Because we can provide so much support & onboarding, Cassidy actually enables your team to effectively roll out AI, rather than just being another software tool in the mix.
Reach out to learn more
If you’re interested in learning more about our Enterprise offering, reach out to our sales team at team@cassidyai.com.
This article will explore the critical differences between Cassidy and Microsoft Copilot. We will focus on Cassidy's diverse features, robust Knowledge Base, and seamless integrations to understand its advantages for organizations looking for efficient AI workspaces.
AI Models and Flexibility
Cassidy supports multiple AI models, including OpenAI's GPT-4o & GPT-4, Google Gemini, and Anthropic Claude. Microsoft Copilot, on the other hand, relies solely on OpenAI. Given Microsoft's partnership with OpenAI, their models are limited to the OpenAI ecosystem. By being model agnostic, Cassidy allows for newer and better models to be added automatically, mitigating the risks of investing in outdated AI models. You also have the added flexibility that certain models are better than others at certain tasks, so you can selectively choose the best models based on your tasks.
Knowledge Base
While you can integrate your SharePoint files within Microsoft 365, you cannot connect other third-party tools like Google Drive. Cassidy's Knowledge Base securely connects with over 100 tools, ensuring real-time updates and privacy. This provides a more comprehensive knowledge management solution to generate accurate and relevant responses across thousands of files, for your entire time.
AI Assistants
Cassidy's AI Assistants, powered by the Knowledge Base, perform specific tasks while maintaining contextual consistency across teams. Microsoft Copilot offers Copilot GPTs that function similarly to Cassidy Assistants; however, they:
Cannot access the same level of context via the Knowledge Base.
Are limited to the Microsoft ecosystem and cannot be used in workflows with non-Microsoft tools.
Are restricted to developer-centric solutions, while Cassidy is a no-code solution accessible to both technical and non-technical users.
Multi-step Workflows
Microsoft Copilot Studio offers limited workflow automation with a focus on deploying Copilot GPT-type assistants to different tools. Unlike Cassidy, which enables users to build and run multi-step workflows for end-to-end automation, Copilot Studio is more technical and less accessible to non-developer users. Their automations, similar to their Assistants (Copilot GPTs), are Sharepoint-centric. Cassidy’s no-code workflows enable comprehensive automations from enriching inbound leads to triggering internal slack messages to your team.
Integrations
Cassidy integrates with key tools like Google Drive, SharePoint, Notion, Slack, Zapier, and many more, allowing for seamless integration of AI Assistants. In contrast, Microsoft Copilot is limited to Microsoft applications like SharePoint and does not integrate with Zapier. Cassidy’s extensive integrations enable you to trigger actions that are not possible with Microsoft Copilot.
Security and Data Privacy
Both Cassidy and Microsoft Copilot prioritize data security with enterprise-grade protocols and follow the industry's top practices for security and privacy. Both platforms are SOC2 compliant. Learn more about Cassidy’s security at trust.cassidyai.com.
Support and Onboarding Process
While Cassidy ensures onboarding assistance for all enterprise teams, Microsoft Copilot offers self-help resources, admin self-help, support plans, partner assistance, and sales contacts. Cassidy's support includes a dedicated account manager, team training sessions, weekly office hours, and a Slack channel to help teams build AI assistants and workflows tailored to their specific use cases. This level of support allows Cassidy users to effectively roll out AI solutions within their organization.
Reach out to learn more
If you're interested in learning more, contact our sales team at team@cassidyai.com.
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