Cassidy AI Overview: AI Assistants and Workflow Automation for Businesses

In my training sessions over the past year, I’ve been recommending Cassidy AI to students who have outgrown ChatGPT. This tool offers exactly what many businesses lack – the ability to use AI with their organizational data and create smart workflows that automatically handle routine tasks. Cassidy AI seamlessly connects organizational data sources, automates tasks, and provides solutions that help companies become more efficient with AI and extract more value from their data.

Let’s take a closer look at what Cassidy AI is all about.

What is Cassidy AI?

Cassidy AI is an enterprise-focused artificial intelligence platform that combines AI assistants, workflow automation, and access to organizational data into a comprehensive solution. Its purpose is to help teams work faster and smarter by using AI that doesn’t just answer general questions but also leverages a company’s internal data and processes.

Cassidy’s three core components are AI assistants, automated workflows, and knowledge bases.

• AI assistants are easily customizable and operate according to company guidelines and data.
• Automated workflows enable various business processes to be interconnected, making customer support, sales proposal creation, or market research much more efficient.
• Knowledge bases keep all important information structured and accessible to both AI assistants and teams.

What sets Cassidy AI apart from many other solutions on the market is its flexibility and ease of configuration. Companies can quickly add their data sources and set up AI assistants to precisely meet their needs. Additionally, Cassidy supports integration with various business applications, enabling smooth data flow between different platforms.

While universal AI tools sometimes remain somewhat superficial, Cassidy AI allows companies to apply AI in depth.

What advantage does AI gain from connection to a company’s knowledge base?

One of Cassidy AI’s greatest strengths is its ability to connect directly to a company’s knowledge bases and file management systems. While traditional AI tools often remain at the level of general knowledge, Cassidy allows users to link their organization’s internal data sources such as Confluence, SharePoint, OneDrive, Dropbox, and Notion. This means that AI assistants can work with fresh, contextual information that specifically addresses your company’s needs.

For example, if a sales team needs up-to-date information about a customer, or the HR department wants quick answers about work policies, Cassidy AI can immediately search for and utilize this data. This eliminates the need to manually search through documents and allows employees to focus on more substantive work. All data is always current and accessible according to access rights, meaning confidentiality and data security remain under control.

Integrate your company’s knowledge sources with AI using Cassidy.

Cassidy AI uses RAG (Retrieval-Augmented Generation) technology, which means that when composing answers, it doesn’t rely solely on the language model’s general knowledge but makes real-time queries to the company’s databases. This ensures that the responses are accurate, relevant, and up-to-date. For instance, if a marketing team wants data for market research, Cassidy can quickly compile this from previous company reports and analyses, providing a comprehensive overview without excessive manual work.

This integration with knowledge bases gives Cassidy AI a strong advantage – companies don’t have to worry about AI hallucinations or overly general knowledge. Cassidy AI assistants can help based on both company data and the general knowledge of large language models.

Workflow Automation and Agentic Workflows

Cassidy AI goes beyond just finding and analyzing data – it also enables various work processes to be automated. This is where agentic workflows come into play – Cassidy offers the ability to create and manage complex yet intuitively usable workflows that connect different tools and data sources into a smooth automated system.

Setting up workflows is simple and requires no programming skills. Cassidy provides ready-made templates for many common processes that companies can customize to their needs. For example, you can create a workflow that automatically collects competitor pricing information, prepares an analysis based on this, and sends it to the team regularly. Similarly, an automated workflow can consolidate customer inquiries from different channels, analyze them, and forward them to the customer support team with recommended responses.

Examples of pre-made workflow templates in Cassidy.

Agentic workflows allow AI to independently initiate next steps according to predefined conditions and rules. For example, if the marketing department wants to regularly monitor brand reputation online, Cassidy AI can track keywords, prepare reports, and even recommend specific actions based on sentiment analysis.

Workflow automation brings significant time savings to the company and reduces manual work in routine tasks. Instead of manually conducting data collection, report preparation, or dealing with customer information, Cassidy performs these tasks automatically, allowing teams to focus on more strategic activities.

Tool Integration Capabilities

Cassidy AI’s strength isn’t limited to just internal company data sources. One of Cassidy’s strengths is its ability to connect third-party services and software into workflows, helping companies make their work processes even more efficient. Whether it’s CRM systems like Salesforce and HubSpot, customer support platforms like Zendesk, or social media platforms like LinkedIn – all these can be integrated into Cassidy AI workflows.

Since Cassidy workflow can be linked with the Zapier automation platform, doors open to thousands of different software and service integrations. Cassidy workflows can be triggered via Zapier or vice versa – Cassidy can use Zapier to automate and direct tasks to different applications. This makes possible, for example, automatic data movement between different platforms, triggering processes based on specific events, and automating workflows in systems that might otherwise be complex to connect.

Different tools that can be integrated into Cassidy workflows.

For example, if the sales team uses a CRM to manage customer data, Cassidy AI can automatically collect and analyze a new customer’s profile, find relevant data from the organization’s knowledge base, and prepare a sales proposal that meets personalized needs. Additionally, Cassidy AI can be integrated with conversation platforms like Slack and Microsoft Teams, enabling quick and automated information exchange between teams.

Thanks to extensive integration capabilities, Cassidy AI can quickly and efficiently connect different business processes, reducing manual work and ensuring smooth information exchange between different systems.

How I Use Cassidy AI

Cassidy AI has become an important part of my daily work, helping to automate and streamline various processes that would otherwise take hours of manual work. Thanks to Cassidy’s integrations with different platforms and AI-based workflows, I’ve been able to make several tasks more efficient. Here are some examples of how I personally use Cassidy AI:

Creating Customized AI Training Materials

Cassidy helps me create training materials by automatically conducting thorough background research on the company or organization where I’ll be providing training. It collects and analyzes available information and offers me relevant context so I can better customize the training according to the specific company’s needs.

Daily Morning News Compiler

I’ve set up an automated workflow that triggers every morning at 7 AM. Cassidy searches the internet for AI-related news, analyzes it, and identifies the most important and impactful developments. The system then forwards me a structured news summary in English directly to my Slack channel, helping me start the day informed.

AI Topics and Articles Knowledge Base Organizer

When I add links to AI-related news or social media posts in Slack channels, Cassidy AI reads them, summarizes the important points, and posts the summary in the channel. Additionally, it stores the summaries in the Cassidy knowledge base, which helps me quickly find and share necessary information at any time later.

AI Tools Background Researcher

The Cassidy AI assistant regularly conducts internet searches on new AI tools, collects the information, and prepares comprehensive summaries that can later be used in the knowledge base. This allows me to stay up-to-date with the latest AI solutions and evaluate their potential uses in my work.

All these workflows help me better use my time and focus on more important activities while Cassidy takes care of automating routine but important tasks.

Security and Data Protection

Cassidy AI is built to meet high security requirements, providing protection for sensitive business data. The company follows the SOC 2 Type II standard, which ensures strict processes for data confidentiality, integrity, and availability. All data transmissions and storage are encrypted, and access to data is strictly controlled with role-based permissions.

Cassidy AI’s security solution includes a multi-layered approach, which includes continuous security monitoring, internal audits, and transparency toward users. Additionally, Cassidy AI offers the ability to set up detailed user permissions and access control mechanisms, which help prevent data leakage and ensure compliance with internal organizational policies.

You can learn more about Cassidy AI’s security principles in their Trust Center, which provides information about the security standards in use, data protection measures, and compliance with regulatory requirements.

Cassidy AI Pricing Plans

Cassidy AI offers various pricing plans designed for both small teams and large organizations. My personal experience with the Cassidy AI team is that they are very flexible in finding just the right package that meets the specific company’s requirements – whether it’s the number of users, amount of data, or integrations. The packages are as follows:

1. Free Trial – Ideal for Getting Started Cassidy AI offers a free trial period that lasts two weeks and doesn’t require credit card information. This package includes:

• 3 user accounts,
• 5,000 knowledge base pages,
• AI assistants and workflows,
• Starter integrations (including Slack, Notion, SharePoint).

The free trial is an excellent opportunity to get a sense of how Cassidy AI works and how it could improve company processes.

2. Starter – For Quick and Easy Start The Starter package costs $79 USD per month and is suitable for those who want to get started quickly without lengthy communication with the Cassidy AI team. This package includes:

• 3 user accounts,
• 30,000 knowledge base pages,
• unlimited AI assistants and workflows,
• basic level integrations (Slack, Notion, SharePoint, etc.).

When compared to other AI services, such as ChatGPT, which costs about $24 per user per month, the Cassidy Starter package is quite similar in price range - you get 3 user accounts and more business-customized features.

3. Custom Plan – Customized Solution for Larger Teams The Custom Plan designed for large enterprises offers complete flexibility – from the number of users to advanced security solutions. The price depends on specific needs and is available only by consulting with the sales team. The Custom package includes:

• customizable number of users,
• unlimited knowledge base pages,
• all available knowledge base integrations,
• specialized support and setup service,
• advanced access controls and permissions.

If a company has unique needs, it’s worth contacting the Cassidy AI team – they are willing to help find a flexible solution that exactly meets business requirements.

What to Consider When Choosing a Package? One important aspect to consider is that each package by default includes 3 user accounts. This means that teams can share costs and maximize AI capabilities without having to pay separately for each user.

Cassidy AI pricing thus offers a good balance between functionality and cost-effectiveness, allowing companies to find just the right solution for them.

In Conclusion

Cassidy AI offers businesses a smart and secure way to enhance their data and work processes. Its main advantages lie in the ability to connect AI assistants with the company’s internal knowledge bases, providing accurate and up-to-date answers. Thanks to automated workflows and extensive integration capabilities, including through Zapier, Cassidy AI can automate complex processes and reduce manual work. Security is also at a high level, meeting SOC 2 Type II standards. Cassidy AI is particularly well-suited for medium and large enterprises looking for an AI-based solution that helps better manage information and processes.

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