Knowledge base

The brain of your AI automations

Connect hundreds of tools to give your AI automations real-time context on your business. Cassidy's advanced knowledge management ensures your data is accurate, secure, and always up-to-date.
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Graphic visualization of a list of sources of information that can be added inside Cassidy
Cassidy's Knowledge Base product representation showing how Cassidy helps users organize different sources of information in a single dashboard
Trusted and partnered with 20,000+ teams
Microsoft
S&P100 Enterprise
Rvezy
#1 RV rental site in North America
Within
International marketing agency
Lexer
Award-winning customer data platform
AnyLabTestNow
230+ franchises across the US
Cisive
TOP 5 talent screener in the world

Without Cassidy

Many sources of information including documents, tables, Slack messages etc. scattered all around
Most teams have business knowledge siloed across dozens of tools, and data quickly becomes out-of-date. Without full context of your business, these AI models give generic, unrelated responses.

With Cassidy

Graphic representation of how Cassidy creates a centralized hub called "Knowledge Base" to organize different pieces of information and making these available to different AI models
Cassidy makes your data "AI-ready" by creating a centralized hub that organizes and verifies knowledge from all your sources. This enables anyone on your team to create AI automations with employee-level context.

AI that gets smarter with more context

Document verification

AI can quickly become inaccurate and "hallucinate" due to outdated data. Document Verification enables your team to confirm or flag sources directly within your assistants and workflows, ensuring outputs remain accurate and reliable.
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Product visualization of how Cassidy allows users to keep sources of information up-to-date through document verification
Graphic visualization of how Cassidy can live sync to different integrations like Drive, Slack, Zendesk, Hubspot, Intercom

Real-time syncing

No guesswork and clear trails. Cassidy continuously updates and syncs your tools, ensuring every AI automation has as much context as your team.
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Advanced user permissions

Cassidy's Knowledge Base Collections allow teams to segment data access by specific department or individual users. This ensures sensitive information stays secure and only accessible to the right people.
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Product visualization of how Cassidy allows users to create different collections to better organize all sources of information and manage teams' access to each source
Product visualization of how Cassidy allows users to create Answers Hub inside the platform, to store detailed answers to the most relevant questions

Answer hub

Answer Hub is a collaborative space for your team to store answers to critical questions, ensuring accuracy and filling knowledge gaps. It gives you precise control over how your assistants respond, so they deliver accurate and consistent information every time.
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Integrates with all of your existing tools

Cassidy connects and real-time syncs with hundreds of tools that your team is already using.
Enterprise-level security
SOC 2 Type II
GDPR
CASA

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.
Enterprise-level
data security
Our security infrastructure includes row-level security and granular access control, protecting against unauthorized access.
No model
training
Unlike ChatGPT and other platforms, we never use your private data to re-train models.

FAQ

Have a question? Here are the answers to our most frequently asked questions. If you don’t find what you’re looking for make sure to contact us.
What is the benefit of multiple AI models?

Cassidy's multi-model support ensures optimal task execution with the current best models and easy adaptation to newer, more advanced models in the future.

What models do you support?

Cassidy supports OpenAI's GPT-4, Google Gemini, Anthropic Claude, leading open-source models, and more, offering a diverse range of AI capabilities.

How does Cassidy’s knowledge base make my AI smarter?

Cassidy's knowledge base transforms AI into a powerhouse for your business, using your unique data to fully automate tasks with complete contextual understanding.

How secure is my data?

Your data remains highly secure with Cassidy; we prioritize enterprise-grade security protocols and never use your data for model training.

What’s the difference between assistants and workflows?

Assistants interact directly with users for tasks like answering queries, while workflows automate complex, multi-step processes in the background.

Build AI automations personalized to your team