Why AI Assistants
Cassidy's AI Assistants 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 Assistant versed in qualifying leads and managing customer relationships, a customer support Assistant to help resolve tickets efficiently, or a marketing Assistant specialized in creating on-brand content campaigns.
This article will provide an overview of Assistants 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 Assistants 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 Assistant 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 Assistants on your brand voice
Deployments: Deploy your Assistant to platforms like Slack, Microsoft Teams, and more. For detailed information on deployment options, see the External Deployments collection
Cassidy also provides default Assistants for the base models. These Assistants 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 Assistants and their permissions can be found here.
Leverage Assistants across Cassidy
Assistants power various features in Cassidy, including:
Chat: Assistants provide quick switches between different contexts within a chat conversation, such as instructions and knowledge, to tackle any tasks.
Workflows: In Workflows, Assistants 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.