CassidyAI

Cassidy's chat interface is a powerful tool that allows you to interact with your AI assistants, access your knowledge base, and run workflows, all within a single, intuitive interface.

This article will provide an overview of the chat interface and its key features.

Here are the key features, please refer to the individual articles in this <a href="https://docs.cassidyai.com/en/collections/9119770-chat">collection</a> for more details:

Chat with Assistants (<a href="https://docs.cassidyai.com/en/collections/9119773-assistants">more info on Assistants here</a>)

- Custom AI assistants
- Foundational models like GPT-4, Claude 3 Opus, Gemini Pro, and more
- Data Analyst (default)
- Cassidy Help and Use Case Assistant (default)

Reference and ask questions using Knowledge Base items (<a href="https://docs.cassidyai.com/en/collections/9119769-knowledge-base">more info on Knowledge Base here</a>)

Run Workflows in chat (<a href="https://docs.cassidyai.com/en/collections/9119782-workflows">more info on Workflows here</a>)

Manage and use the prompt library for re-usable writing templates

- Chat with Assistants (<a href="https://docs.cassidyai.com/en/collections/9119773-assistants">more info on Assistants here</a>)
  - Custom AI assistants
  - Foundational models like GPT-4, Claude 3 Opus, Gemini Pro, and more
  - Data Analyst (default)
  - Cassidy Help and Use Case Assistant (default)
- Reference and ask questions using Knowledge Base items (<a href="https://docs.cassidyai.com/en/collections/9119769-knowledge-base">more info on Knowledge Base here</a>)
- Upload files and images
- Edit chats and share chats
- Run Workflows in chat (<a href="https://docs.cassidyai.com/en/collections/9119782-workflows">more info on Workflows here</a>)
- Write content side-by-side with the chat
- Manage and use the prompt library for re-usable writing templates

To start a new chat, simply click the "+ New Chat" button in the left sidebar or on the "All Chats" page.

When using the chat with a Q&amp;A assistant, sources are cited. 

<i>*You can also use the chat through our <a href="https://chromewebstore.google.com/detail/cassidyai/kmkfkldjbchieogojgcbalncifahjogg?pli=1" rel="nofollow noopener noreferrer" target="_blank">Chrome extension</a></i>

Use the All chats page to view and filter through your previous chat conversations. This makes it easy to find and reference past discussions.

You can also create new assistants and open a new chat from here.

You can find our popular use cases that leverage the chat feature:

<a href="https://docs.cassidyai.com/en/articles/9172361-respond-to-customer-support-inquiries">Respond to Customer Support Inquiries</a>

<a href="https://docs.cassidyai.com/en/articles/9172355-draft-on-brand-content">Draft on-brand content</a>

<a href="https://docs.cassidyai.com/en/articles/9172362-reply-to-customers-in-email-app">Reply to Customers in Email App</a>

<a href="https://docs.cassidyai.com/en/articles/9172380-write-personalized-cold-emails-copilot">Write Personalized Cold Emails Copilot</a>

<a href="https://docs.cassidyai.com/en/articles/9172396-answer-employee-hr-questions-with-a-chatbot">Answer Employee HR Questions with a Chatbot</a>

<a href="https://docs.cassidyai.com/en/articles/9172388-perform-complex-data-analysis">Perform Complex Data Analysis</a>

<a href="https://docs.cassidyai.com/en/articles/9172393-gather-insights-on-your-excel-and-csv-files">Gather Insights on your Excel and CSV Files</a>

<a href="https://docs.cassidyai.com/en/articles/9172387-automatically-fill-security-questionnaires">Automatically Fill Security Questionnaires</a>

- <a href="https://docs.cassidyai.com/en/articles/9172361-respond-to-customer-support-inquiries">Respond to Customer Support Inquiries</a>
- <a href="https://docs.cassidyai.com/en/articles/9172355-draft-on-brand-content">Draft on-brand content</a>
- <a href="https://docs.cassidyai.com/en/articles/9172362-reply-to-customers-in-email-app">Reply to Customers in Email App</a>
- <a href="https://docs.cassidyai.com/en/articles/9172380-write-personalized-cold-emails-copilot">Write Personalized Cold Emails Copilot</a>
- <a href="https://docs.cassidyai.com/en/articles/9172396-answer-employee-hr-questions-with-a-chatbot">Answer Employee HR Questions with a Chatbot</a>
- <a href="https://docs.cassidyai.com/en/articles/9172388-perform-complex-data-analysis">Perform Complex Data Analysis</a>
- <a href="https://docs.cassidyai.com/en/articles/9172393-gather-insights-on-your-excel-and-csv-files">Gather Insights on your Excel and CSV Files</a>
- <a href="https://docs.cassidyai.com/en/articles/9172387-automatically-fill-security-questionnaires">Automatically Fill Security Questionnaires</a>

For more information on these and other use cases, please refer to the <a href="https://docs.cassidyai.com/en/collections/9119784-use-cases">Use Cases collection</a>.

AI Chat

All chats

Use cases