Cassidy AI provides a no-code platform for building AI agents and multi-step workflows that operate using a company's proprietary knowledge base. These agents execute complex, cross-system tasks across departments like Sales, Support, and Operations. The platform ensures accuracy and control by connecting deeply with existing data sources and offering human-in-the-loop governance.
Funding
$10M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Enterprises often store critical information in disparate documents, wikis, and SaaS tools, making it difficult for employees to locate accurate answers quickly. Manual, repetitive tasks such as drafting responses, updating CRM records, or extracting RFP data consume valuable time and are prone to errors. Existing AI chat solutions lack deep integration with a company’s own knowledge base, limiting their usefulness for high‑stakes workflows.
Solution
Cassidy AI delivers a unified platform that ingests and continuously syncs a company’s internal documents, policies, and data sources into a single, searchable knowledge base. On top of this knowledge base, users can create AI‑powered assistants that understand corporate terminology, brand voice, and business rules, and then chain them together into multi‑step workflows without writing code. The platform connects to hundreds of SaaS applications—including CRM, support, collaboration, and productivity tools—so assistants can read, write, and trigger actions across the existing stack. Deployments are available directly inside Slack, Microsoft Teams, browsers, email clients, and office suites, keeping AI assistance in the user’s native workflow. Enterprise‑grade security (SOC 2 Type II, GDPR, HIPAA, SSO, granular permissions) ensures data remains private and never used to retrain underlying models. Human‑in‑the‑loop guardrails let teams review and approve AI‑generated outputs before they affect critical processes. A credit‑based usage model and per‑seat subscriptions provide predictable budgeting while scaling with organizational demand.
Target Audience
The platform is aimed at mid‑market and enterprise teams in sales enablement, customer support, operations, marketing, and product that need context‑aware AI automation across their existing toolchains.
Features
- Continuous, real‑time ingestion of documents, PDFs, wikis, and data sources into a centralized knowledge base.
- No‑code assistant builder with model‑agnostic support for GPT‑4, Claude, Gemini, and enterprise‑tuned variants.
- Multi‑step workflow engine featuring conditional logic, scheduled triggers, error handling, and bulk execution.
- Meeting Recorder that transcribes calls, extracts decisions and action items, and automatically launches downstream workflows.
- Native integrations with over 100 tools (Salesforce, HubSpot, Zendesk, Slack, Teams, Google Workspace, SharePoint, etc.) plus open API for custom connectors.
- Enterprise security suite: SOC 2 Type II, GDPR, HIPAA, CASA certification, SSO, row‑level access controls, and end‑to‑end encryption.
- Human‑in‑the‑loop approval steps and role‑based permissioning to maintain control over business‑critical outputs.
- Credit tracking dashboard and usage alerts to manage AI consumption and cost.