Cassidy AI
Build AI agents that handle your most complex work
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Quick Answer
Cassidy's Starter plan is free and includes 3 seats, 1 workspace, 10,000 AI credits a month and 30,000 pages of storage, while Business plans are quoted per team. Workflows can start on a schedule, branch on conditional logic, pause for human approval and run in bulk across a whole spreadsheet. Agents are deployed inside Slack, Microsoft Teams, Chrome, Word, Excel, Gmail and Outlook. Security is SOC 2 Type II audited with SSO and role-based permission controls.
Cassidy AI is an AI Agent platform designed for business teams to automate complex workflows with the governance IT needs to scale safely. It features a knowledge base, AI agents, multi-step automations, and meeting capture. Cassidy offers a free Starter plan and scalable Business plans for production use.
Cassidy AI allows business teams to build AI agents and workflows without requiring developers, integrating deep business context from a unified knowledge base with enterprise-grade security and compliance.
Decision Intelligence
Best For
AIType
Starting Price
$0/mo
Free Trial
Yes
Credit Card
Not Required
Free Plan
Yes
Dimension Scores
· 6.7 avgHow good it is, across universal quality axes
Task Scores
· 7.3 avgWhat it can do, per category it works in · showing 10 of 10 tasks scoring 5+
Scores are AI-estimated from publicly available data — not an independent test or a verified user rating. How we rank →
- -Starter plan has limited seats (3 users), agents (5), and workflows (5)
- -Starter plan syncs external data sources only every 24 hours, not instantly
- -Credits are consumed by usage; more require top-ups or a plan upgrade
- -Advanced features like custom seats, AI credits, and instant sync are only available on the Business/Enterprise plan
Google’s next‑gen AI
Professional profile & company data
Inbound CRM & marketing suite
Enterprise CRM platform
Conversation intelligence
Pipeline-focused CRM
Auto-updated
Complexity
Company Size
Team Size
Skill Level
Deployment
Compliance audit trail
1 event- GDPR
Privacy Policy Last Updated: 03/17/2026
7mo ago · 2026-03-17 · source
The Model(s) Behind It
Model details — extracted from public vendor sources by our pipeline (AI extraction plus a source check) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.
Pricing verified from the vendor pricing page.
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Frequently Asked Questions
What can Cassidy AI do?
Cassidy AI can: Knowledge Base for context-aware automation, AI Agents for building AI teammates, Multi-step Workflows for complex automations, Meeting capture and action generation. Best for: Small teams exploring AI automation for core business functions.
How much does Cassidy AI cost?
Cassidy AI offers a free plan, and includes a free trial.
Is Cassidy AI free?
Cassidy AI offers a free plan with limited features. Paid upgrades are available for advanced usage. Paid plans also include a free trial.
What makes Cassidy AI unique?
Cassidy AI allows business teams to build AI agents and workflows without requiring developers, integrating deep business context from a unified knowledge base with enterprise-grade security and compliance.
Does Cassidy AI have an API?
Yes, Cassidy AI offers an API on its enterprise plan. Contact their sales team for access.
What platforms does Cassidy AI support?
Cassidy AI is available on web, browser extension, Slack, and Microsoft Teams.
What languages does Cassidy AI support?
Cassidy AI supports English.
Who is Cassidy AI for?
Cassidy AI is designed for Small teams exploring AI automation for core business functions; Enterprise teams scaling AI across departments with strict compliance needs; Marketing agencies automating content creation and campaign reporting.
Trust Score
Excellent
Based on 14 data signals
Confidence: High
Reflects publicly available data, not an independent audit
No published data
Not yet checked
Some details are AI-generated estimates — verify with the vendor.
AI-generated estimate: Best For, What Makes Unique
How we source dataAI Governance & Regulatory Disclosures
Legally-sensitive fields — extracted from public vendor sources by our pipeline (AI extraction plus a source check) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.