CassidyAI

Discover the power of AI Agents in Cassidy

Overview of Agents

Build custom AI Agents to help with specific tasks and workflows

Creating an Agent

Modify and customize your AI Agent's configuration and settings

Editing an Agent

Publishing Agents and reviewing version history

Creating Agent folders

Managing Agent permissions

Control Agent access, cost, compliance, and model choice across teams

Configuring Default Agents

Jake Rosenthal

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

Agents

Use Agents to analyze and interpret your data

Data Analysis

Allows Agents to search the internet for information

Web Search

Allows the Agent to generate images based on user requests

Image Generation

Execute Workflows directly within Agent conversations

Call Workflow

Connect to HubSpot data within your Agent conversations

HubSpot Tool

Use Salesforce data and functionality within your Agent

Salesforce Tool

Use Airtable data and functionality within your Agent

Airtable Tool

Query and analyze data from your Snowflake database

Snowflake Tool

Build interactive tools and visualizations directly in Chat

Artifacts Tool

Explore tools available to assistants for analyzing data, generating images, searching the web, and more

Tools

Deploying Agents to Slack

Integrate Cassidy Agents into Microsoft Teams

Deploying Agents to Microsoft Teams

Integrate Cassidy Agents into your Google Chat workspace.

Deploying Agents to Google Chat

Deploying Agents via Embed

Integrate Cassidy Agents into your application

Deploying Agents via API

Explore external deployment options like Microsoft Teams, Slack, Embed, APIs, and more

External Deployments

Find answers and get help from Intercom Support and Community Experts

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