Capabilities are tools that expand your Agent's functionality beyond answering questions with information from your Knowledge Base. Unlike Connectors that link to external systems like CRMs and databases, Capabilities give your Agents new skills—like analyzing data, searching the web, generating images, building interactive tools, and automating web browsing tasks.
What are Capabilities?
Capabilities are built-in tools that enhance what your Agents can accomplish during conversations. When you enable a Capability for an Agent, it can perform specialized tasks on demand without requiring external integrations or manual work. Your Agent intelligently decides when to use each Capability based on the user's request.
Capabilities are different from Connectors. Connectors link to external systems like Salesforce, HubSpot, or Snowflake to query and update records in real time. Capabilities extend what your Agent can do directly within Cassidy—like analyzing files, searching online, or creating visualizations.
Available Capabilities
A few of the available Capabilities include:
Data Analysis: Enable your Agent to analyze and interpret data files like CSVs and spreadsheets by generating code on the fly. Data Analysis treats files as actual data rather than parsing them into text, allowing the Agent to create charts, perform calculations, and extract insights. For more information, read this article.
Web Search: Allow your Agent to search the internet for real-time information and current data. The Agent will intelligently decide when to search online for information that isn't available in its training data or your Knowledge Base. For more information, read this article.
Image Generation: Give your Agent the ability to create and edit images based on descriptions and requests. Users can generate images from scratch, make edits to existing images, or upload images as a starting point. For more information, read this article.
Artifacts: Build interactive tools and visualizations like dashboards, calculators, and reports directly in Chat without any coding. Artifacts display in a dedicated panel alongside your conversation where you can view, iterate on, and share functional tools in real time. For more information, read this article.
Browser Use: Automate complex web browsing tasks by navigating sites, clicking elements, filling forms, and extracting data in a live browser session. Unlike Web Search, Browser Use is designed for interactive web tasks that require multi-step navigation and dynamic interfaces. For more information, read this article.
Enabling Capabilities
To add a Capability to an Agent:
Navigate to Agents: Click "Agents" in the left sidebar to access your Agent dashboard.
Select your Agent: Choose the Agent you want to configure by clicking on it.
Access the Capabilities section: In the Agent's settings, navigate to the Capabilities section of the "Setup" tab to configure and manage tools available to your Agent.
Add a Capability: Click "+ Add Capabilities" and click "+ Add" on the Capability option you want to enable for your Agent.
Your Agent will now be able to use that Capability during conversations. The Agent intelligently determines when to use each tool based on what the user asks for.
For detailed setup instructions for each Capability, refer to the individual articles linked above.