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Cassidy AI

No-code AI assistant and workflow builder grounded in your company's own knowledge

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freemiumFree tier with limited monthly credits. Team/Pro from ~$99/mo with higher credit allotments and full integrations. Business/Enterprise is custom with SSO, governance, and SLA.View full pricing →

Visit Cassidy AI

https://www.cassidyai.com

About Cassidy AI

Cassidy AI is a no-code platform for building AI assistants and automated workflows that are grounded in a company's own knowledge. Teams connect their docs, wikis, help centers, and tools — Google Drive, Notion, Slack, Gmail, HubSpot, and dozens more — so Cassidy's assistants answer questions and drive automations using real business context instead of generic model knowledge, cutting hallucinations. Around that knowledge layer sits a visual workflow builder: users chain prompts, tool calls, and integrations into repeatable automations that can run manually, on a schedule, or on triggers like a new email or Slack message. Cassidy is model-agnostic, letting teams route each assistant or workflow step to GPT, Claude, or Gemini. Assistants are shareable across a workspace, so a company can build an on-brand, knowledge-grounded assistant once and deploy it everywhere. SOC 2 compliance and enterprise admin controls make it viable for teams handling sensitive internal data.

Key Features

No-code visual builder for AI assistants and multi-step workflows
Company knowledge base grounding across Drive, Notion, Slack, and more
Model-agnostic — switch between GPT, Claude, and Gemini per assistant or step
Prebuilt assistant templates for support, sales research, and content drafting
Trigger-based automation on schedules or events
SOC 2 compliance with enterprise admin and governance controls

Cassidy AI Pros & Cons

Pros

  • +No-code AI workflow builder accessible to ops and marketing teams, not just engineers
  • +Company knowledge base grounding keeps answers and workflows on-brand and factually accurate
  • +Model-agnostic — not locked to one provider's pricing or strengths
  • +Broad integration library covering the tools teams already use
  • +Shareable team assistants keep outputs consistent company-wide
  • +SOC 2 compliance and enterprise controls support sensitive-data use cases

⚠️ Cons

  • Higher tiers are quote/credit-based, making costs harder to predict at high automation volume
  • Overlaps with tools teams may already own, like Zapier or a custom GPT
  • Complex multi-step workflows still require real prompt engineering and testing
  • Newer and smaller than incumbents, with a thinner tutorial/community ecosystem
  • Advanced governance and admin features are gated to higher business tiers

Who Is Cassidy AI Best For?

👤Teams deploying knowledge-grounded AI assistants across support, sales, and ops
👤Companies that want on-brand, consistent AI outputs without hiring developers
👤Organizations that need SOC 2-compliant AI on sensitive internal data

Tags

no-codeai-assistantworkflow-automationknowledge-baseteam-aiagents

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