Cassidy is an artificial intelligence platform designed to help businesses build custom AI agents that integrate directly with their internal data and existing software ecosystem. By securely connecting to a company's unique knowledge base—such as internal documents, communications, and databases—Cassidy enables teams to automate complex business workflows and routine tasks. The platform is built for non-technical teams, offering a low-code approach that makes it easy to deploy AI assistants without requiring extensive engineering resources. These custom agents can assist with various operational needs, from answering internal queries to generating context-aware content and managing customer-facing workflows. Ultimately, Cassidy serves as a collaborative digital assistant that helps organizations leverage their collective intelligence, streamline daily operations, and improve overall productivity. It is an ideal solution for startups and established enterprises looking to safely implement tailored AI solutions that match their specific business context and brand voice.
Problem: Sales professionals waste hours digging through old documents, specifications, and client PDFs to build custom proposals.
Solution: Custom trained agents parse secure internal databases to instantly output draft proposals with accurate historical values.
Example: A logistics rep builds an agent to automatically draft transport proposals using the current pricing guidelines document.
Problem: Support staff on client calls have to wait for corporate managers to locate old standard operating procedures.
Solution: Technical help agents connect to company shared drives to answer search queries on complex compliance steps instantly.
Example: A field technician queries their internal slack agent to find the exact compliance steps for maintaining an asset.
Target audience: Best for: Internal operations leads, Customer support directors, Sales enablement managers
Pricing: Free Trial · Categories: Assistant, Low-code/No-code, Productivity
Tags: ai agent, assistant, low-code/no-code, productivity, startup tools