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
Cassidy AI is a low-code platform that allows businesses to build custom AI agents integrated with their proprietary knowledge bases. It indexes multi-format internal documents, databases, and communications to automate repetitive operational tasks, summarize meeting transcripts, and execute multi-step automated workflows across teams.
Cassidy AI is built for non-technical teams and enterprise leaders, including internal operations leads, customer support directors, and sales enablement managers. It suits organizations looking to deploy automated assistants that answer internal operational questions, draft sales proposals from past documentation, and support complex team workflows without extensive engineering resources.
Yes, Cassidy AI offers a free trial for organizations looking to test the platform. Users can explore building custom AI agents, connecting internal knowledge bases, and deploying automated workflows in their messaging environments before selecting an ongoing commercial plan.
Cassidy AI automates multiple business tasks such as drafting custom sales proposals from existing pricing sheets, answering technical compliance or operating questions for support staff, and summarizing meeting transcripts. It can also manage multi-step business workflows directly inside enterprise messaging applications.
Teams build agents using Cassidy AI's low-code, drag-and-drop designer. Users connect their multi-format documents, communications, and databases to index their knowledge securely, then configure their agent logic and enterprise messaging integrations without needing custom code or software development experience.