Cassidy

Cassidy is an AI agent platform for enterprises with document-heavy, operationally complex processes. It addresses the problem of business teams waiting on engineering resources to build automations, allowing the people closest to the work to create agents grounded in company rules, processes, and knowledge within IT's guardrails.

The platform is organized into layers: an automation layer with Agents and Workflows, an AI Engine layer with model routing across OpenAI, Anthropic, and Google, a context layer with Knowledge Base, Meetings, and Connectors, a security layer with Admin and Governance controls, and a deployment layer for Slack, Teams, Office apps, Google Chat, and API embedding. Features include Copilot, Artifacts, Slides, Documents, Human-in-the-Loop approval routing, Intelligent Parsing, Data Analysis, Browser Use, Research, Bulk-Run, and Insights. Integrations cover CRM, knowledge base, support, and project management tools.

Cassidy targets teams across sales, support, operations, and marketing in operationally complex industries such as insurance, manufacturing, professional services, and logistics. It offers enterprise security controls including SSO, RBAC, audit logs, and compliance with SOC 2, ISO 27001, GDPR, and HIPAA, with no model training on customer data.