Cassidy

Teams at startups and Fortune 100 enterprises alike use Cassidy to automate critical workflows. Explore hundreds of examples in ourUse Case Library

Cassidy is an AI agent platform built for document-heavy, operationally complex businesses, used by teams ranging from startups to Fortune 100 enterprises to automate critical workflows. Rather than routing every automation request through IT, the people closest to the work can build and deploy agents themselves, grounding them in the company's own rules, processes, and knowledge base.

Beyond single agents, Cassidy supports multi-step workflows that carry a task through to an outcome, plus features for turning meeting conversations into follow-up actions. It's aimed at customer support and other operationally heavy teams in industries such as insurance, industrials, employee benefits, and professional services, and the company highlights compliance certifications including SOC 2 Type II and HIPAA for handling sensitive business data.

As a customer support and workflow automation tool, Cassidy offers a trial before purchase, with separate enterprise pricing for larger deployments; the site does not list public self-serve rates. Teams with recurring, document-heavy processes can start a trial or browse Cassidy's use case library to see how it fits their workflows.

Category: Customer Support. Pricing: paid. Visit website

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