Cassidy AI

Cassidy AI is a team AI automation platform that connects to your company's internal knowledge and business tools, ensuring AI outputs are accurate and relevant to your organization.

• Knowledge base integration — Connect Google Drive, Notion, Confluence, SharePoint, Slack, and more as knowledge sources
• AI workflow builder — Create automations for support ticket responses, RFP drafting, email personalization, and data analysis
• Pre-built templates — Start with templates for common workflows like customer support, sales outreach, and content creation
• Company-grounded answers — AI responses are grounded in your connected data sources, reducing hallucination
• Team collaboration — Share workflows across teams with role-based access controls

Customer support teams use Cassidy to draft ticket responses using the company knowledge base. Sales teams generate personalized outreach grounded in CRM data. Marketing teams automate content creation that stays on-brand.

Cassidy's focus on knowledge-grounded, team-oriented workflows makes it ideal for organizations that need accurate, company-specific AI outputs. Visit cassidy.ai.

1. Sign up at cassidy.ai for a demo or free trial
2. Pricing:
   • Free trial — Available to explore the platform
   • Team plans — Pricing based on team size and usage; contact sales for quotes
   • Enterprise — Custom pricing with SSO, advanced security, and dedicated support
3. Connect knowledge sources — Link your company's tools: Google Drive, Notion, Confluence, SharePoint, Slack, Teams, email, CRM
4. Build workflows — Use the no-code builder to create AI automations, or start from a pre-built template
5. Test and refine — Run test inputs through your workflow and refine until outputs meet your quality bar
6. Deploy to team — Share workflows with team members who can trigger them via Cassidy, Slack, or other channels