Cassidy

Cassidy is a no-code AI platform that lets business teams build agents and workflows grounded in their company's own documents and systems. Rather than giving everyone a blank chatbot, it starts from a shared knowledge base, so assistants answer with company facts, and then layers workflows that carry out multi-step tasks across connected tools. Its customer focus on insurance, professional services, manufacturing and employee benefits shows in its proposal, sales and service use cases.

What is Cassidy used for?

Cassidy is used to automate knowledge-heavy work in departments such as sales, support, marketing and proposals. Common uses include:

• Answering employee and customer questions from policies, product sheets and past work
• Drafting proposals and RFP responses from approved content
• Running multi-step workflows that pull data from Salesforce or SharePoint and post results to Slack or Teams
• Turning meeting transcripts into summaries and follow-up tasks
• Preparing account research for sales calls
• Standardizing repetitive service responses with guardrails

Who Cassidy is best for

Cassidy fits operations, sales and service leaders at mid-size companies who want AI agents without hiring engineers, especially in insurance brokerages, carriers, benefits firms, professional services and industrial companies. IT teams get SSO, role-based access and audit logs to approve it. Developers who want to code their own agents, or individuals who only need a personal assistant, are not the target.

Cassidy pricing

As of October 2026, Cassidy does not publish prices. The pricing page describes a Starter plan with 3 seats, 1 workspace, 10,000 AI credits a month, 30,000 pages of storage and 5 agents and 5 workflows, and a Business plan with custom seats, workspaces, credits and storage plus premium onboarding and support. Enterprise is also mentioned without details. The FAQ says there is a 14-day free trial. To get a price, start the trial or book a demo with the sales team.

Limitations to keep in mind

• Pricing is not public, so budgeting requires a sales conversation
• The Starter plan caps agents and workflows at five each
• Answer quality depends on keeping the connected knowledge base current
• Industry focus means templates lean toward insurance and services work

Cassidy vs alternatives

Dust is the better choice for teams that want a broad AI workspace where employees build many agents connected to tools like Slack, Notion and GitHub. Glean wins when company-wide search across every system is the primary need. Relevance AI suits sales and operations teams building agent workforces with published self-serve plans. Zapier AI is stronger for simple automations across thousands of apps. Cassidy stands out for business teams that want knowledge-grounded agents and workflows with hands-on onboarding.

Tips for getting started with Cassidy

Use the trial to connect one well-maintained source, such as a product or policy library, and build a single agent around questions your team answers every week. Add a workflow only after the agent's answers are reliable. Invite a few frontline users early, since their feedback shows gaps in the knowledge base fastest. Ask sales for pricing based on seats and credits before the trial ends.

Cassidy FAQ

Is Cassidy free?

No, Cassidy is a paid platform, but it offers a 14-day free trial. Prices for the Starter and Business plans are not published and are provided by sales.

What is Cassidy used for?

Cassidy is used to build AI agents and workflows that answer from company knowledge and automate tasks such as proposals, sales research, support replies and meeting follow-ups.

What apps does Cassidy integrate with?

Cassidy lists more than 100 connectors, including Slack, Microsoft Teams, Google Workspace, Salesforce, Notion and SharePoint.

What is the best alternative to Cassidy?

Dust is a close alternative for company AI agents, Glean for enterprise search, and Relevance AI for sales and operations agents with public pricing.