Cassidy
by Cassidy AI
No-code platform to build AI assistants and workflows on company data
Last reviewed 2026-06-20
Cassidy is a no-code AI automation platform that lets non-technical business teams build custom AI assistants and multi-step workflows grounded in their own company data. Users connect tools and documents into a unified knowledge base, then assemble automations with a visual builder of 100+ pre-built actions, triggers (Slack/Salesforce/Zendesk events, webhooks, schedules), AI reasoning steps, and human approval checkpoints. It is model-agnostic across OpenAI, Anthropic, and Google, and deploys via Slack, Microsoft Teams, and browser/Office extensions. Cassidy targets operations, support, sales, and marketing teams at companies ranging from startups to large enterprises, with use cases like support ticket triage, CRM enrichment, RFP drafting, and lead research. It is a proprietary cloud SaaS (SOC 2 Type II, GDPR, HIPAA certified) founded in 2023 and based in New York City.
What it can do
Build custom AI assistants on company data
AssistantCreate chat assistants trained on connected documents, wikis, and tools that answer with company terminology and cite source materials from the knowledge base.
sourceNo-code workflow builder
SupervisedAssemble multi-step automations with a visual builder, 100+ pre-built actions, triggers (Slack/Salesforce/Zendesk events, webhooks, schedules), conditional routing, and loops; a Workflow Copilot helps structure the logic.
sourceAI reasoning steps with model choice
SupervisedWorkflows can reason through logic, exceptions, and edge cases at each step, with models from OpenAI, Anthropic, or Google selectable per task.
sourceHuman-in-the-loop approval checkpoints
SupervisedInsert approval steps anywhere in a workflow so a person validates outputs before execution continues; the system escalates when it is uncertain.
sourceUnified knowledge base with continuous sync
AssistantConnect Google Drive, SharePoint, OneDrive, Confluence and other sources into a single knowledge layer that syncs in real time to keep AI context current.
source
Strengths
- +Genuinely no-code; non-technical ops, support, and sales teams can ship workflows without engineering
- +Strong knowledge-base grounding with continuous sync and source citations reduces hallucination
- +Model-agnostic (OpenAI, Anthropic, Google) with enterprise compliance (SOC 2 Type II, GDPR, HIPAA)
Limitations
- −Business and Enterprise pricing is not public; only the free Starter tier has listed limits
- −Usage is metered in AI credits, which can make heavy automation cost unpredictable
- −It is a build-it-yourself toolkit, so value depends on the team configuring good workflows
Overview
Cassidy is a no-code AI automation platform for non-technical business teams. It pairs custom AI assistants with a visual workflow builder, both grounded in a company knowledge base. Founded in 2023 and based in New York City, it is a proprietary cloud SaaS used by teams from startups to large enterprises (the site cites 20,000+ teams).
What it does
Users connect documents and tools into a unified knowledge base, then build assistants that answer questions with company context and cite their sources. The workflow builder offers 100+ pre-built actions, triggers from Slack, Salesforce, Zendesk, webhooks, and schedules, conditional routing, loops, and AI reasoning steps with per-task model choice. Human approval checkpoints can be inserted anywhere, and the system escalates when uncertain, so most work sits at supervised-agent rather than fully autonomous.
Integrations & setup
Knowledge sources include Google Drive, SharePoint, OneDrive, and Confluence with continuous sync. Workflow actions connect to Salesforce, Zendesk, HubSpot, Slack, Microsoft Teams, and Gmail, plus webhooks and a REST API for custom connections. Assistants deploy in Slack, Microsoft Teams, and Chrome/Word/Excel/Outlook extensions. It is model-agnostic across OpenAI, Anthropic, and Google.
Pricing
Freemium. The free Starter plan includes 3 seats, 1 workspace, 10,000 AI credits/month, 5 agents, and 5 workflows. A 14-day trial is available. Business and Enterprise plans are custom-priced via contact sales, with usage metered in AI credits and overage top-ups.
Best for / not for
Best for operations, support, sales, and marketing teams that want to automate document- and CRM-heavy work without code, and that value knowledge-base grounding and compliance. Less suited to teams needing public flat pricing, self-hosting, or fully hands-off autonomous execution.
Alternatives
Relevance AI and Lindy target similar no-code agent building; n8n is a more developer-oriented workflow automation tool with AI nodes; AirOps focuses on content and SEO workflows.
What people are saying
We aggregate real LinkedIn discussion into sentiment for the agents people search most. Cassidy isn't tracked yet, want it added? Request tracking.
FAQ
Is Cassidy autonomous?+
Mostly supervised. Workflows execute multi-step tasks across connected tools, but Cassidy emphasizes human-in-the-loop approval checkpoints and escalation, so consequential actions are typically reviewed by a person rather than run fully end-to-end.
What does Cassidy cost?+
Freemium. There is a free Starter plan (3 seats, 1 workspace, 10,000 AI credits/month) and a 14-day trial; Business and Enterprise tiers are custom-priced via contact sales, with usage metered in AI credits.
Which AI models does Cassidy use?+
Cassidy is model-agnostic with no vendor lock-in, supporting leading models from OpenAI, Anthropic, and Google, selectable per task.
Sources
- Cassidy AI (official site) · accessed 2026-06-20
- Cassidy AI: Intelligent workflow automation · accessed 2026-06-20
- Cassidy AI pricing · accessed 2026-06-20
- Cassidy secures $10M Series A (Pulse 2.0) · accessed 2026-06-20
- Cassidy raises $3.7M seed (PRWeb) · accessed 2026-06-20
Last reviewed 2026-06-20