Cassidy AI
AI automation platform that builds custom AI assistants and workflows trained on company knowledge - used by 5000+ teams for internal and customer-facing tasks.
Cassidy AI is a no-code platform for building custom AI assistants and automated workflows that use a company's own knowledge base as the data source. Teams connect their Notion, Google Drive, Confluence, Slack, Salesforce, and other tools to train a custom AI that understands their specific products, processes, and terminology. Cassidy supports both AI chat assistants embedded in websites and internal workflow automations triggered by business events. Founded in 2023 and backed by notable investors, Cassidy serves 5000+ businesses with use cases ranging from customer support deflection to internal HR and IT helpdesks trained on company documentation.
Key Features
- Custom AI assistant builder trained on uploaded company docs, wikis, PDFs, and connected tool data
- No-code workflow automation triggered by email, Slack messages, CRM updates, or webhooks
- 50+ native integrations including Notion, Confluence, Google Drive, Salesforce, and HubSpot
- AI-powered response generation grounded in company knowledge with citations to source documents
- Web widget deployment for customer-facing chatbots with brand customization
- Multi-step workflow chains combining AI decisions with API calls, data writes, and notification triggers
- Usage analytics showing assistant query volume, top questions, and knowledge gap identification
Use Cases
- Operations teams building internal AI helpdesks trained on HR policies and IT documentation
- Sales teams deploying AI assistants that answer product questions using up-to-date sales collateral
- Customer support teams reducing ticket volume with AI chatbots trained on help center content
- Marketing teams automating content briefs, competitive summaries, and campaign reports from connected data
Pros
- Trains on real company data - unlike generic chatbots, answers reflect the team's actual knowledge and processes
- 50+ native integrations enable connection to existing tools without custom development or APIs
- No-code workflow builder makes AI automation accessible to ops and marketing teams without engineer support
Cons
- No free plan - $49/month minimum creates a higher barrier than alternatives with free tiers
- AI answer quality depends heavily on knowledge base completeness - gaps in docs create gaps in assistant accuracy
- Workflow builder less powerful than dedicated automation tools like Make.com for complex multi-branch logic
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