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Cassidy is an AI Agent platform for document-heavy, operationally complex enterprises. Your team—not IT—builds and deploys Agents grounded in your actual rules, processes, and knowledge.
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Short answers to the questions buyers and builders commonly ask about Cassidy. Each answer cites the shared ledger below, where every source is listed once.
AI Agent platform with Knowledge Base, AI Agents, Workflows, and Meetings features for doc · Automation platform built to power real business processes with AI agents · No-code platform requiring no developers · Document Verification to flag outdated content for review
Cassidy is an AI Agent platform for document-heavy, operationally complex enterprises.
Built for Insurance, Industrials, and Professional Services industries · Startups and Fortune 100 enterprises · Used by teams at startups and Fortune 100 enterprises alike to automate critical workflows · Benefits brokers (insurance brokerages)
Built for operationally complex industries Insurance Industrials Professional Services
Sales: deal and customer Q&A, auto-update CRM fields after calls, draft RFP responses from · Customer Support: answer technical questions, auto-draft replies, triage and route tickets · Sales automation including CRM auto-update, RFP drafting, and lead enrichment · Customer Support automation including ticket triage, auto-drafted replies, and help articl
Sales: Get complete context with deal and customer Q&A, auto-update CRM fields after calls, draft RFP responses from approved answers, and enrich leads automatically.
Webhooks and API for connecting to virtually any app
For custom needs, connect to virtually any app using webhooks and our API.
Native Knowledge Source integrations with Google Drive, SharePoint, OneDrive, Confluence, · Hundreds of integrations including CRMs (Salesforce, HubSpot), support tools (Intercom, Fr · Native Knowledge Source integrations including Google Drive, SharePoint, and OneDrive · Native Workflow Actions including Salesforce updates and Microsoft Teams messages
Cassidy connects to the tools your team already uses—Google Drive, SharePoint, OneDrive, Confluence, Notion, and more.
No-code platform allowing non-technical teams to build Workflows and Agents in hours, not · Slack, Microsoft Teams, Chrome, Word, Excel, and Outlook extensions
No developers required. Our no-code platform lets non-technical teams stand up Workflows and Agents in hours, not months.
This profile connects the jobs Cassidy is described as handling with its delivery model, access options and the subjects used to match it to related products in this directory.
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Cassidy AI - Build AI Agents that handle your most complex work
AI Agent platform for document-heavy, operationally complex enterprises · Knowledge Base, AI Agents, Workflows, and Meetings features · Built for Insurance, Industrials, and Professional Services industries
AI Agent platform with Knowledge Base, AI Agents, Workflows, and Meetings features for document-heavy, operationally complex enterprises
Sales: deal and customer Q&A, auto-update CRM fields after calls, draft RFP responses from approved answers, and lead enrichment
Customer Support: answer technical questions, auto-draft replies, triage and route tickets, turn resolved tickets into help articles
Built for Insurance, Industrials, and Professional Services industries
Startups and Fortune 100 enterprises
Deployable via Slack, Microsoft Teams, Chrome, Word, Excel, and Outlook extensions; runs on Web, Windows, macOS
Native Knowledge Source integrations with Google Drive, SharePoint, OneDrive, Confluence, and Notion
Hundreds of integrations including CRMs (Salesforce, HubSpot), support tools (Intercom, Front), internal APIs, and data warehouses
No-code platform allowing non-technical teams to build Workflows and Agents in hours, not months
A concise view of the jobs, capabilities and integrations described in the recorded product sources.
Documented product formats, platforms and official distribution destinations. Availability can vary by region and plan.
A concise history of software releases and material product changes. Events appear only when a dated source supports what changed.
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Cassidy announced a $10 million Series A funding round led by HOF Capital, with participation from The General Partnership, Neo, Alumni Ventures, and Quest Venture Partners, to scale its AI agent platform for non-technical business teams. (2025)
View source [22]Facts, answers, structured details, milestones and primary resource links cite this shared ledger. Each external page appears once; release tags from the same GitHub project are grouped under one release history.
These tools share a workflow, capability or audience with Cassidy. They may complement it rather than replace it, and are not presented as integrations or endorsements.
SOC 2 Type II compliant with all data encrypted at rest and in transit
Cassidy, Inc. (also referred to as Cassidy AI Inc.)
Automation platform built to power real business processes with AI agents
No-code platform requiring no developers
Document Verification to flag outdated content for review
Slack, Microsoft Teams, Chrome, Word, Excel, and Outlook extensions
Native Knowledge Source integrations including Google Drive, SharePoint, and OneDrive
Native Workflow Actions including Salesforce updates and Microsoft Teams messages
Real-time syncs with hundreds of tools teams already use
Webhooks and API for connecting to virtually any app
Sales automation including CRM auto-update, RFP drafting, and lead enrichment
Customer Support automation including ticket triage, auto-drafted replies, and help article generation
Marketing automation including SEO content creation, brand voice content, and competitor tracking
$10 million Series A led by HOF Capital with participation from The General Partnership, Neo, Alumni Ventures, Quest Venture Partners and others
Knowledge Base syncs continuously with external data sources so it reflects the latest file versions.
Document Verification lets teams flag outdated content so Agents only rely on verified information.
Multilingual Support delivers native-language replies with translation, localization, and tone control across email, chat, and portals.
Customer Support: build assistants and automate high-impact support workflows.
Deal and Customer Q&A for revenue teams: search a unified knowledge base of client documents, contracts, and CRM records.
Marketing: create SEO content at scale in brand voice, repurpose content, check against style guides, and track competitors.
Operations: internal answer search, role-aware onboarding, bottleneck analysis, and SOP generation from existing processes.
Used by teams at startups and Fortune 100 enterprises alike to automate critical workflows.
Native integrations for Knowledge Sources (Google Drive, SharePoint, OneDrive) and Workflow Actions (Salesforce, Microsoft Teams).
Custom integrations available via webhooks and an API to connect to virtually any app.
Deployable through Slack and Microsoft Teams, and via Chrome, Word, Excel, and Outlook extensions.
Supports experimentation across multiple language models including Claude, GPT, and Gemini.
Cassidy AI
LinkedIn: https://www.linkedin.com/company/cassidyai; X: https://x.com/Cassidy_AI
