Overview
Cassidy is an enterprise-grade AI Agent platform designed to enable business teams to build, deploy, and manage AI-powered automations without requiring engineering support. Grounded in internal rules, documents, and workflows, Cassidy streamlines complex operations while maintaining strict IT-level governance and security compliance.
Key Features
- Unified Knowledge Base: Connects scattered enterprise data across platforms like Google Drive, Salesforce, and SharePoint to ground AI agents in real context.
- No-Code Workflow Builder: Enables business teams to construct multi-step automations, enterprise logic rules, and custom AI agents without writing code.
- Multi-App Deployment: Brings AI automation directly into everyday tools such as Microsoft Teams, Slack, Outlook, Word, Excel, and Google Chrome.
- Enterprise Governance: Provides administrative visibility, custom permissions, data security guardrails, and analytics for enterprise scaling.
Core Use Cases
- Operations & Workflow Automation: Automate document-heavy processes, operational tasks, and cross-departmental business workflows.
- Departmental Support: Streamline sales enablement, customer support resolution, marketing execution, and proposal drafting.
- Contextual Knowledge Retrieval: Turn fragmented internal documents and meeting transcripts into accurate, cited outputs for team members.
