Cassidy

Cassidy is an AI automation platform that builds agents and workflows powered by business knowledge. It connects to company data through a Knowledge Base, enabling automations that understand specific processes, terminology, and brand voice. The platform offers no-code tools for creating AI teammates, multi-step workflows, meeting integrations, and deployment options across Slack, Microsoft Teams, Chrome, Word, Excel, and Outlook. Cassidy is designed for enterprise use with SOC 2 Type II, GDPR, HIPAA, and CASA certifications, and provides features like single sign-on, advanced RBAC, row-level security, and choice of AI models. Use cases span sales (deal Q&A, CRM updates, RFP drafting), customer support (ticket triage, auto-replies), marketing (content creation, style checks), and operations (internal search, onboarding, SOP generation).