Why AI Agents
Cassidy's AI Agents let you create task-specific AI models that are customized to your business, powered by your knowledge, and shared across the team. For example, you can have a sales Agent versed in qualifying leads and managing customer relationships, a customer support Agent to help resolve tickets efficiently, or a marketing Agent specialized in creating on-brand content campaigns.
This article will provide an overview of Agents and their key features.
Here are the key details, please refer to the individual articles in this collection for more information:
AI model: Choose any foundational model as the base (like GPT-5.2, Claude 4.5 Opus, Gemini 3 Pro, and more)
Instructions and goals: Create and customize Agents with specific instructions and goals
Knowledge Base search: Perform Q&A using your Knowledge Base, to come up with accurate and cited responses
Tools: Give the Agent access to external apps and additional capabilities. For detailed information on available tools and their configuration, see the Tools collection
Brand voice: Fine-tune and train Agents on your brand voice
Deployments: Deploy your Agent to platforms like Slack, Microsoft Teams, and more. For detailed information on deployment options, see the External Deployments collection
Cassidy also provides default Agents for the base models. These Agents are not trained on your organization's Knowledge Base but can still help with general tasks.
The steps to create, edit, fine-tune, and manage Agents and their permissions can be found here.
Leverage Agents across Cassidy
Agents power various features in Cassidy, including:
Chat: Agents provide quick switches between different contexts within a chat conversation, such as instructions and knowledge, to tackle any tasks.
Workflows: In Workflows, Agents provide valuable context to inform the multi-step AI automations that power your productivity processes.
Use cases
You can find our popular use cases that leverage the Workflows feature by visiting our solutions page.