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Agents are AI teammates that answer questions, complete tasks, and take action across your tools. They’re grounded in your company’s Knowledge Base, follow your guidelines, and work alongside your team — a sales rep who knows every deal, a support lead who’s read every ticket, or an HR specialist who never forgets a policy. Build Agents in minutes with natural language — no code, no technical skills required. Cassidy puts the power to build AI in the hands of the people who know the work.
Agents directory showing folders and configured Agents organized by team

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What makes an Agent

Every Agent is built from a combination of settings that define how it behaves, what it knows, and what it can do.
  • AI model — Choose any foundation model as the base, including models from OpenAI, Anthropic, and Google. Switch as better ones arrive. See Choose the right AI model for guidance.
  • Instructions and goals — Describe your Agent’s purpose in plain language. Define what it does, who it helps, and what rules to follow.
  • Knowledge Base search — Agents pull from the same sources your best people use — documents, wikis, transcripts, and more. Responses cite the exact source so every answer is traceable.
  • Connectors — Chat with live data from tools like HubSpot, Salesforce, Airtable, and Snowflake. Connectors query records, pull structured data, and perform actions like updating a contact or creating a ticket.
  • Capabilities — Agents go beyond chat. Give them skills like web search, data analysis, image generation, artifacts, and browser use.
  • Brand voice — Train Agents on your style guides and sample content so every response matches how your company communicates.
  • Call Workflow — Trigger multi-step Workflows directly from a conversation to take action across your stack.
  • Deployments — Deploy to Slack, Microsoft Teams, Google Chat, or embed on your website. Agents live inside the tools your team uses every day.

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Default Agents

Cassidy provides default Agents for each base AI model. These Agents are not trained on your organization’s Knowledge Base but are useful for general tasks that don’t require company-specific context.

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How Agents work across Cassidy

Agents power multiple features throughout the platform:
In Chat, Agents let you quickly switch between different contexts — each Agent brings its own instructions, knowledge, and tools to the conversation.
Agent chat showing a sales enablement Agent answering questions with cited Knowledge Base sources

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Next steps

Build and configure an Agent

Create your first Agent from scratch or from a template.

Agent knowledge

Connect your Agent to your Knowledge Base for accurate, cited answers.

Explore capabilities

Add web search, data analysis, image generation, and more.

Deploy your Agent

Make your Agent available in Slack, Teams, or on your website.