AI automations with deep knowledge of your business. Cassidy Inc. 2025
CassidyDon't miss out! For today time only, you can enjoy huge price discounts with this Cassidy coupon.
Don't miss out! For today time only, you can enjoy huge price discounts with this Cassidy coupon.
Added Sep 12, 2025 · Verified by Review Hub 99
Cassidy is a leading AI automation platform that empowers businesses to leverage their internal data for instant, actionable results. Our mission is to make powerful AI accessible to every organization, from startups to large enterprises, by providing a security-first solution that simplifies complex workflows and boosts productivity.
We believe that AI should work for your team, in your tools, and with your data. Our platform integrates seamlessly with over 100+ tools like Slack, Microsoft Teams, and Google Drive, allowing you to build and deploy custom AI assistants and multi-step automations. This approach helps companies save countless hours on manual tasks, from automating customer support replies and sales follow-ups to generating marketing content and processing RFPs.
At Cassidy, we don't just provide a tool; we are your strategic partner in innovation. We are committed to helping you turn your company's knowledge into a competitive advantage, enabling your teams to focus on what matters most: driving growth and unlocking new opportunities.
How secure is my data with Cassidy?
Cassidy is enterprise-grade secure. All data is encrypted in transit and at rest, and we’re SOC 2 Type II compliant. Most importantly, your data is never used to train AI models. If your team is using AI, Cassidy is the safest way to do it—trusted by security-conscious teams in finance, healthcare, and government.
What AI models does Cassidy support?
Cassidy supports all major large language models, including OpenAI’s GPT-4, Anthropic’s Claude, Google’s Gemini, and more. Each model has unique strengths—Cassidy lets you choose the right one for your use case, or route tasks dynamically with a model-agnostic approach.
What can I automate with Cassidy?
Cassidy lets your team build AI-powered automations for almost any task—without writing code or waiting on IT. From AI assistants to complex end-to-end workflows, Cassidy gives you the flexibility to automate whatever your business needs.
What tools does Cassidy connect to?
Cassidy integrates with hundreds of tools across your stack. That includes CRMs like Salesforce and HubSpot, support platforms like Intercom and Front, data warehouses, internal APIs, and more.
What kinds of companies use Cassidy?
Cassidy is used by startups, mid-market leaders, and Fortune 100 enterprises alike. Whether you’re just starting out or running global operations, Cassidy scales with your business and security requirements.
How is Cassidy different from other AI tools?
Most tools give you a chatbot. Cassidy gives you a platform. With deep business context, powerful automations, model flexibility, and enterprise-grade security, Cassidy helps teams actually get work done with AI—not just chat with it.
What’s included in a Cassidy plan?
Every plan includes access to Cassidy’s AI platform—assistants, workflows, knowledge base, usage credits, and prebuilt integrations. Higher-tier plans unlock more users, premium models, deeper controls, and advanced support.
What’s a “credit” in Cassidy?
Credits are how AI tasks are measured in Cassidy. When your assistant runs a task—like writing a response or calling an external API—it uses credits. You can track usage, set limits, and buy more credits as your needs grow.
What’s a knowledge base page?
Knowledge base pages are where you store documents, FAQs, SOPs, and internal content that Cassidy uses to power your assistants. This makes your AI more accurate, consistent, and business-aware.
What support do I get with my plan?
All plans include in-app support and help center access. Business and Enterprise plans include faster response times, onboarding help, and a dedicated success team to support setup, adoption, and ongoing performance.
What happens if we exceed our credits or usage?
You’ll never be interrupted. Cassidy notifies you as you approach limits and offers seamless credit top-ups or plan upgrades. You can also set usage alerts and caps to stay in control.
Is my data secure with Cassidy?
Yes. Cassidy is SOC 2 Type II compliant, with all data encrypted at rest and in transit. Your data is never used for model training, and you control exactly what’s accessible to the AI.
What integrations does Cassidy support?
Cassidy connects with hundreds of tools—CRMs like Salesforce and HubSpot, support tools like Intercom and Front, internal APIs, data warehouses, and more. Enterprise plans include custom API access and live syncing.
What are the benefits of the Enterprise plan?
The Enterprise plan is built for scale, security, and support. It includes:
It’s everything you need to roll out AI confidently across your org.
How often is my data synced from external sources like Google Drive or SharePoint?
On the Starter plan, Cassidy syncs with sources like Google Drive and SharePoint every 24 hours. On the Enterprise plan, syncing happens in real time—your data is always up to date.
Can I add more credits later?
Yes. You can top up credits at any time, and we offer volume discounts or custom plans if you’re scaling quickly. Just reach out to our team.
Do you offer a free trial?
Yes—Cassidy offers a 14-day free trial so your team can explore the platform and start building value right away.
