About

Cassidy AI enables organizations to build and deploy AI agents that operate like team members, handling complex workflows that require nuance and business context. The platform features a unified knowledge base that connects documents, wikis, and data sources for accurate AI decision-making. Agents support agentic reasoning to handle exceptions and complex logic, cross-system execution to connect with existing tools, and human-in-the-loop guardrails for business-critical work. Key features include no-code creation, continuous knowledge synchronization, meeting recording and processing, and deployment directly into collaboration tools. The platform serves use cases including deal/CRM context retrieval, meeting intelligence and CRM updates, RFP response drafting, support ticket triage, and technical knowledge retrieval. Cassidy is trusted by 20,000+ teams and offers GDPR, SOC 2 Type II, and HIPAA compliance.

Who it's for

Build internal copilots, RAG & knowledge bases

Key features