Overview
Cassidy is a no-code, enterprise-grade AI automation platform that converts company data into Assistants and Workflows to automate tasks across Sales, Support, Marketing, Ops and other functions. Core components include a Knowledge Base that stores documents/FAQs/SOPs and connects to external sources (Google Drive, SharePoint, CRMs, data warehouses, internal APIs), chat-enabled Assistants that carry company context and are customizable per task, and no-code Workflows that orchestrate multi-step automations across systems. Cassidy positions itself as a platform (not just a chatbot) that embeds assistants and automations across Slack, Teams, Chrome extension, Word/Excel/Google Chat and integrates with many third-party tools. The product advertises model-agnostic routing (OpenAI GPT-4, Anthropic Claude, Google Gemini) and claims hundreds to thousands of available use cases and enterprise features such as SOC 2 Type II, encryption, audit logging, granular access controls, SSO, and workspace permissions. Pricing is tiered with AI usage credits consumed when assistants respond or call external APIs; credits can be tracked, capped, topped up, and are eligible for volume discounts or custom enterprise credit plans. The public site references a Starter plan (public specs: 3 seats, 1 workspace, 10,000 AI credits/month, ~30,000 pages storage) and higher Business and Enterprise tiers with custom seats/credits/storage, premium onboarding/support, faster response times, dedicated success teams, advanced controls, API access, and real-time syncing for Enterprise. A 14-day free trial is mentioned. Public pages include customer case studies and productivity claims (e.g., reclaimed hours/week) but the site does not publish detailed methodology for some marketing numbers. Notes: the provided summary is based only on the public pages visited; exact, copy-ready pricing plan bullet lists were not captured due to an extraction/validation limit and should be retrieved directly from the live pricing page or sales if exact plan text is required.
Key Features
Knowledge Base
Stores documents, FAQs, SOPs and site content and connects to external sources (Google Drive, SharePoint, CRMs, data warehouses, internal APIs).
Assistants
Chat-enabled AI agents carrying company context that are customizable per task and can be embedded across collaboration tools.
Workflows
No-code automations that orchestrate multi-step tasks across systems and external APIs.
Integrations & LLM Support
Integrates with hundreds of tools (examples: Salesforce, HubSpot, Intercom, Front, Google Drive) and supports multiple LLMs with model-agnostic routing.
Security & Compliance
Enterprise security features including SOC 2 Type II, encryption in transit and at rest, full audit logging, granular access controls and SSO.
Credits & Billing Controls
AI usage credits consumed on assistant responses or API calls; credits can be tracked, capped, topped up and volume discounts or custom enterprise credit plans are available.
Who Can Use This Tool?
- Enterprises:Large organizations seeking no-code AI assistants, automations, and enterprise security and governance controls.
- Product & Ops teams:Teams that need to automate multi-step workflows, embed assistants across collaboration tools, and integrate company data sources.
Pricing Plans
Public starter specs shown on the pricing page: 3 seats, 1 workspace, 10,000 AI credits per month, ~30,000 pages storage. No exact dollar price published on the visited pages.
- ✓3 seats
- ✓1 workspace
- ✓10,000 AI credits per month (public spec)
- ✓~30,000 pages storage (public spec)
- ✓Basic onboarding and support (as described on pricing page)
Tier with custom seats, workspaces, credits and storage; includes premium onboarding & support, faster response times, dedicated success team, advanced controls, SSO and API access. Exact plan pricing/features may be customized and are summarized from the public pricing page.
- ✓Custom seats & workspaces
- ✓Custom credits & storage
- ✓Premium onboarding & support
- ✓Faster response times
- ✓Dedicated success team
- ✓Advanced access controls and SSO
- ✓API access
Enterprise tier with real-time syncing, white-glove onboarding, implementation experts, document verification, dedicated ROI reporting and quarterly reviews. Pricing and credits typically customized via sales.
- ✓Real-time syncing
- ✓White-glove onboarding & implementation experts
- ✓Document verification
- ✓Dedicated ROI reporting and quarterly reviews
- ✓Enterprise SLAs and advanced security controls
Pros & Cons
✓ Pros
- ✓Enterprise-grade security (SOC 2 Type II, encryption, audit logging) as stated on public pages
- ✓No-code assistants and workflows that integrate with many third-party tools
- ✓Model-agnostic support for multiple LLMs (OpenAI GPT-4, Anthropic Claude, Google Gemini) with routing
- ✓Credits-based usage model with tracking, caps and enterprise options
- ✓Enterprise services and onboarding available (implementation experts, ROI reporting, dedicated teams)
✗ Cons
- ✗Public pages do not publish exact dollar pricing for Business/Enterprise tiers — pricing is customized and requires contacting sales
- ✗Some marketing productivity numbers and claims lack published methodology or detailed context on public pages
- ✗Extraction limitation: full, copy-ready pricing plan bullet lists were not captured due to an extraction/validation limit
Compare with Alternatives
| Feature | Cassidy | Relevance AI | StackAI |
|---|---|---|---|
| Pricing | N/A | N/A | N/A |
| Rating | 8.1/10 | 8.4/10 | 8.4/10 |
| Agent Orchestration | Yes | Yes | Yes |
| Knowledge Onboarding | Yes | Yes | Yes |
| Workflow Complexity | Moderate complexity workflows | High complexity multi agent workflows | Supports complex end to end workflows |
| Model Flexibility | Multiple LLM providers supported | Multi provider models and BYOK | Flexible models and function calling on prem options |
| Security & Deployment | Enterprise security and compliance cloud deployment | BYOK and enterprise compliance | On prem VPC and enterprise security |
| Governance & Observability | Basic governance and observability | Compliance focused governance controls | Observability and governance with RBAC |
| Integrations Breadth | Multiple enterprise integrations | Extensive integrations | Extensive connectors and integrations |
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