Knowledge Base: The foundation that gives AI context about your business. Connect documents, websites, meetings, and integrated tools to create a centralized hub of company knowledge. With real-time syncing, document verification, and granular permissions, your Knowledge Base ensures AI outputs are accurate and secure.

Agents: AI teammates trained on your company's knowledge and processes. Create Agents for specific roles or functions that can answer questions, complete tasks, and take actions across your tools. Deploy them in Slack, Teams, or wherever your team works.

Workflows: Automated processes that leverage your business context to handle complex, multi-step tasks. From responding to RFPs to generating content, Workflows can automate work that traditionally required human expertise and judgment.

Meetings: Transform conversations into actionable knowledge. Record, transcribe, and automatically extract insights from meetings, adding them to your Knowledge Base and triggering follow-up Workflows as needed.

Getting Started: Learn how to set up your Cassidy account.

Knowledge Base: Create and manage your knowledge base with documents, websites, and permissions.

Chat: Explore the chat interface, including Agents, knowledge base items, and sharing.

Agents: Manage your AI Agents, including editing, fine-tuning, and permissions.

Workflows: Automate tasks with workflows, from creation to execution.

Meetings: Record and leverage meeting content across your organization

Use Cases: Discover how Cassidy can be used for different tasks.

Settings & Billing: Manage your organization settings, including credits, plans, and team members.

Integrations: Connect Cassidy with your favorite tools and platforms.

Data Privacy & Security: Learn about Cassidy's commitment to data protection and security.