Cassidy for AI Operations Support

Cassidy is an AI operations platform that builds and deploys autonomous agents for business workflows. It integrates data, tools, and reasoning models to automate tasks intelligently.

$100+

Free Trial/Plan Available

Key Features

Create AI copilots understanding business inside-out assisting in tasks from drafting emails to triaging customer tickets. Leverages company knowledge for personalized context-aware solutions.

Securely integrates with over one-hundred tools and data sources including Google Drive, Slack, Notion learning from existing data. Connects to company information for accurate responses.

No-code drag-and-drop interface builds complex AI automations without programming knowledge empowering non-technical professionals. Automates customer support, lead qualification, RFP processing tasks.

Utilize any foundational AI model ensuring businesses adapt AI strategies as technology evolves. Future-proofing with flexibility to leverage multiple leading models.

SOC two Type one compliance with encrypted storage ensuring data never used for model training. Enterprise-grade security measures protect confidential information throughout workflows.

Security & Compliance

GDPR Compliant

Adheres to global data protection regulations.

SOC 2 Type II

Industry-grade security standards.

AI Depth

AI Native

AI is the core engine. The product’s main purpose and workflows rely on AI.

Our Insights

Cassidy has had a pretty big year on the momentum front. In September 2025 they announced a USD $10M Series A round led by HOF Capital, positioning themselves as a “context-powered automation” platform, basically AI workflows that non-technical teams can build off their own company knowledge, without waiting on IT. The funding is earmarked for product expansion and scaling the team, which lines up with their push into larger enterprise deployments. Product-wise, the newest notable capability is their Research Agent, launched around September 2025. It is designed to autonomously pull live web data, summarise it, and feed it into workflows, so tasks like competitive scans, lead or account research, and fact-checking can run end-to-end with minimal manual mucking around. Under the hood, Cassidy is also doubling down on no-code, AI-embedded workflows, multi-model support (GPT, Claude, Gemini, etc.), and lots of integrations across typical stacks like CRMs, support platforms, docs, and internal tools. The gist is that they want Cassidy to be the place where your assistants and automations live, using your data, in your voice, doing real process work rather than just chatting

Alternatives

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