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Cassidy

An AI workflow and assistant platform grounded in your company's knowledge

automation#ai assistants#workflow automation#knowledge base#no-code
Free plan Free trial Claimed API Teams Browser extension
Toolglade’s take

Cassidy's strength is grounding: assistants and workflows draw on your company's own knowledge, which makes outputs more consistent and less generic than a raw chatbot, and the free Starter plan is unusually generous with three seats and a real credit allotment. The main friction is pricing transparency, since Business and Enterprise tiers became quote-based in 2026 and older fixed-price listings no longer match, so budgeting requires a sales conversation. Credit metering also means heavy use can escalate. A solid option for SMB ops and support teams wanting grounded AI without code.

About Cassidy

Cassidy is a no-code platform for building AI assistants and workflows grounded in your company's knowledge and connected tools, with a free Starter plan and quote-based Business and Enterprise tiers.

Cassidy lets teams build AI assistants and automated workflows that draw on their own company knowledge, connecting to internal docs, wikis, and tools so responses and automations are grounded in accurate, business-specific context. Users assemble assistants and multi-step workflows through a no-code interface, applying them to tasks like customer support drafting, sales enablement, content, and internal operations. A large knowledge-base allowance lets Cassidy reference company material as it works. The platform meters AI usage in credits and organizes capabilities around agents, workflows, and integrations. Because assistants are grounded in connected knowledge, Cassidy aims to reduce generic or off-base AI output and keep answers consistent with how a specific company operates, which is its main appeal for teams wary of ungrounded chatbots. Cassidy offers a genuinely free Starter plan with multiple seats and a monthly credit allotment, while Business and Enterprise tiers moved to quote-based, sales-led pricing as of 2026, so published fixed dollar tiers no longer apply. It targets operations, support, and sales teams at small and mid-sized companies that want grounded AI assistants and automations without building them from scratch.

TL;DR

Cassidy is a no-code platform for building AI assistants and workflows grounded in your company's knowledge, best for SMB operations, support, and sales teams wanting consistent, on-brand AI without code.

Company overview

Cassidy is an AI software company that builds a platform for grounded AI assistants and workflow automation. Its differentiator is grounding outputs in a company's own knowledge base and connected tools to reduce generic or inaccurate responses.

The company uses a freemium model with a generous free Starter plan and quote-based Business and Enterprise tiers as of 2026, targeting operations, support, and sales teams at small and mid-sized companies.

Product features

Cassidy lets users build AI assistants and multi-step workflows with no code, grounded in connected knowledge from docs, wikis, and tools like Slack, Google Drive, and Notion. Usage is metered in AI credits.

Capabilities are organized around agents, workflows, and integrations, with a browser extension and API for deployment. The grounding in company knowledge is central to keeping output accurate and consistent.

Target market

Cassidy targets operations, support, and sales teams at small and mid-sized companies that want grounded AI assistants and automations without building them from scratch.

Buyer personas

End users

Support, sales, and ops staff using assistants to draft and automate work.

Buyers

Ops leaders, heads of support, and founders adopting company-wide AI.

Key influencers

AI-tool reviewers and peers comparing grounded assistant platforms.

Ideal customer profile

An SMB operations, support, or sales team that wants no-code AI assistants grounded in its own knowledge and is comfortable with a sales-led quote for paid tiers.

Funding & performance

Funding details are not fully public; verify with the vendor or public sources.

Pros & cons

Pros

  • AI assistants grounded in company knowledge
  • No-code assistant and workflow builder
  • Generous free Starter plan with 3 seats
  • Large knowledge-base allowance
  • Integrates with Slack, Drive, Notion, and CRMs
  • Browser extension and API

Cons

  • Business and Enterprise pricing is quote-only
  • Older fixed-price listings no longer apply
  • Credit-metered usage can escalate with heavy use
  • No mobile app
  • Requires setup to connect and ground knowledge

Key features

API
Browser extension
Team collaboration
Multi-language
Integrations
Slack, Google Drive, Notion, HubSpot, Gmail, Microsoft Teams
Input types
text
Output types
text
Best For
operations teams, support teams, sales teams

Compare key features

View all alternatives →
Feature
Cassidy
Glide
Baserow
Pricing
Freemium
Freemium
Freemium
Free plan
Yes
Yes
Yes
Free trial
Yes
No
No
API
Yes
Yes
Yes
Self-hosted
No
No
Yes
Team support
Yes
Yes
Yes

Frequently asked questions

Is Cassidy free?+

Yes. Cassidy has a free Starter plan with three seats, roughly 10,000 AI credits per month, and a set of agents and workflows.

How does Cassidy ground its AI?+

Cassidy connects to your company knowledge base and tools so assistants and workflows use accurate, business-specific context.

How much do paid Cassidy plans cost?+

As of 2026, Business and Enterprise plans are quote-based, so you request a custom quote rather than pay a published fixed price.

Do I need to code to use Cassidy?+

No. Cassidy uses a no-code interface to build assistants and multi-step workflows.

What can Cassidy integrate with?+

It integrates with Slack, Google Drive, Notion, HubSpot, Gmail, and Microsoft Teams, among others.

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