All the features to implement AI into your business

White glove setup & onboarding

Advanced permission controls & Single Sign-On (SSO)

Dedicated AI Implementation Expert

Live syncing with connections from your Knowledge Base

Custom integrations on request

Personalized AI training for your team

Document Verification  & check history

AI ROI Report  & team adoption tracking

Trusted by leading Fortune 500 and global companies

Healthcare Conglomerate

“Support representatives get back 10 hours of each week with Cassidy”

-25%

Time saved for each sales rep

90.8%

Time saved for each sales rep

FInancial Institution

Content marketing team produces more output than ever before using Cassidy

3X

Time saved for each sales rep

+57%

Time saved for each sales rep

Enterprise-level security

SOC 2 Type II

GDPR

CASA

The security-first AI platform

Our security center

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’s included in a Cassidy plan?

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.

What’s a “credit” in Cassidy?

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.

What’s a knowledge base page?

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.

What support do I get with my plan?

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.

What happens if we exceed our credits or usage?

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.

Is my data secure with Cassidy?

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.

What integrations does Cassidy support?

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.

What are the benefits of the Enterprise plan?

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.

How often is my data synced from external sources like Google Drive or SharePoint?

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.

Can I add more credits later?

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.

Do you offer a free trial?

Yes—Cassidy offers a 14-day free trial so your team can explore the platform and start building value right away.