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Welcome to the Cassidy documentation. Get started by learning the platform basics or dive into a specific feature.

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What is Cassidy?

Cassidy is an AI automation platform that helps teams build Agents and Workflows powered by your business knowledge. Unlike generic AI tools, Cassidy connects to your company’s data — documents, wikis, meeting transcripts, and integrated tools — so your automations understand your terminology, processes, and edge cases. No code or technical skills required. Cassidy provides four core features that work together:
  1. Knowledge Base — The context behind every automation. Connect your documents, websites, meetings, and tools into a single source of truth that stays current with real-time syncing. Your Knowledge Base grounds every Agent and Workflow in real company knowledge — synced, cited, and permission-aware.
Cassidy Knowledge Base showing connected documents, files, and integrations
  1. Agents — AI teammates anyone can build. Create Agents in minutes with natural language for specific roles — sales, support, ops, or anything your team needs. They answer questions, complete tasks, and take action across your tools, grounded in your Knowledge Base and trained on your brand voice. Deploy them to Slack, Teams, Google Chat, or embed them wherever your team works.
Cassidy Agent conversation showing context-aware responses
  1. Workflows — Multi-step automations that drive outcomes. Turn complex processes into automations without waiting on engineering. Unlike rigid scripts, Cassidy Workflows reason through logic, exceptions, and edge cases — handling work that traditionally required human expertise and judgment. From responding to RFPs to enriching leads to generating content, Workflows connect your tools and act on your data.
Cassidy Workflow builder with multiple connected actions
  1. Meetings — From conversation to action. Cassidy joins your meetings, transcribes and summarizes in real time, and makes everything searchable. Conversations become automated follow-ups, CRM updates, and long-term knowledge your whole organization can reference.
Cassidy Meetings showing transcription and AI-generated insights

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Explore the docs

Knowledge Base

Give AI the context to work the way you do with synced, cited, permission-aware knowledge.

Agents

Build AI teammates that answer questions, complete tasks, and take action across your tools.

Workflows

Turn complex processes into intelligent, multi-step automations — no code required.

Meetings

Record, transcribe, and turn conversations into searchable knowledge and automated next steps.

Integrations

Connect to Slack, HubSpot, Salesforce, Google Workspace, and dozens more.

Extensions

Use Cassidy directly in Chrome, Outlook, Word, and Excel.

Guides and tips

Best practices for chatting with Agents, choosing models, and writing prompts.

Settings and admin

Manage your team, plans, credits, roles, and security settings.