Cassidy is an AI automation platform that helps businesses create custom AI assistants and workflows. It learns from your company’s existing data – like documents, websites, and tools – to understand your specific business context and automate key tasks. The platform combines multiple AI models to handle different types of work, from writing emails and responding to RFPs to analyzing data and managing customer support.
The service is particularly valuable for teams in marketing, sales, customer service, and operations who need to streamline repetitive tasks or get quick answers based on company knowledge. Business analysts, project managers, and executives use it to automate workflows and get AI assistance that’s trained specifically on their organization’s information.
What makes Cassidy stand out is its ability to maintain security while connecting to over 100 different business tools and data sources. The platform offers enterprise-grade security features, including SOC 2 Type I compliance and encrypted storage. You can start with basic automation and gradually expand into more complex workflows as your team gets comfortable with the technology.