Compare plans and features
The security-first AI platform
FAQ
Every plan includes access to Cassidy’s AI platform—assistants, workflows, knowledge base, usage credits, and prebuilt integrations. Higher-tier plans unlock more users, premium models, deeper controls, and advanced support.
Credits are how AI tasks are measured in Cassidy. When your assistant runs a task—like writing a response or calling an external API—it uses credits. You can track usage, set limits, and buy more credits as your needs grow.
Knowledge base pages are where you store documents, FAQs, SOPs, and internal content that Cassidy uses to power your assistants. This makes your AI more accurate, consistent, and business-aware.
All plans include in-app support and help center access. Business and Enterprise plans include faster response times, onboarding help, and a dedicated success team to support setup, adoption, and ongoing performance.
You’ll never be interrupted. Cassidy notifies you as you approach limits and offers seamless credit top-ups or plan upgrades. You can also set usage alerts and caps to stay in control.
Yes. Cassidy is SOC 2 Type II compliant, with all data encrypted at rest and in transit. Your data is never used for model training, and you control exactly what’s accessible to the AI.
Cassidy connects with hundreds of tools—CRMs like Salesforce and HubSpot, support tools like Intercom and Front, internal APIs, data warehouses, and more. Enterprise plans include custom API access and live syncing.
The Enterprise plan is built for scale, security, and support. It includes:
- White-glove onboarding and a dedicated AI expert
- Slack and Microsoft Teams deployments
- SSO and advanced permissioning
- Live syncing with external systems
- Workflow deployment support
- API access for custom integrations
- Document verification tools
- AI ROI reporting
- Tailored training sessions and priority support
It’s everything you need to roll out AI confidently across your org.
On the Starter plan, Cassidy syncs with sources like Google Drive and SharePoint every 24 hours. On the Enterprise plan, syncing happens in real time—your data is always up to date.
Yes. You can top up credits at any time, and we offer volume discounts or custom plans if you’re scaling quickly. Just reach out to our team.
Yes—Cassidy offers a 14-day free trial so your team can explore the platform and start building value right away.
