Skip to main content
You can chat with your Agents from your phone. Add Cassidy to your home screen so it opens like an app — with its own icon, and without the browser address bar. On your phone, Cassidy Chat is the full experience: start and continue conversations, switch Agents, attach files, use voice, and run Workflows. Use a desktop browser to build Agents, edit Workflows, and manage your Knowledge Base.

​
Add to your home screen

Sign in at app.cassidy.ai on your phone first, then follow the steps for your device.
Use Safari. Other iPhone browsers may not add Cassidy as an app.
1

Open Cassidy in Safari

Open Safari and go to app.cassidy.ai. Sign in if you aren’t already.
2

Open the share sheet

Tap the Share button — a square with an arrow pointing up.If you don’t see Share, tap the ••• button in the Safari toolbar first, then tap Share.
3

Choose Add to Home Screen

Scroll down on the share sheet and tap Add to Home Screen.If you don’t see that option, scroll to the bottom, tap Edit Actions, and add Add to Home Screen.
4

Add Cassidy

Confirm the name Cassidy. If you see Open as Web App, leave it turned on so Cassidy opens like an app instead of a Safari tab.Tap Add. The Cassidy icon appears on your home screen.
5

Open Cassidy from your home screen

Tap the Cassidy icon. Chat opens without the Safari address bar.
Cassidy is on your home screen and opens like an app.
These steps also work on iPad. Add Cassidy from Safari, then tap the icon on your Home Screen or in the Dock.

​
Use Cassidy on your phone

After you add Cassidy, tap the icon anytime to open Chat. If you’re asked to sign in, use the same account you use on desktop. You can:
  • Start a new chat with the + button
  • Open past chats from the menu in the top-left corner
  • Switch Agents
  • Send messages, attach files, and use voice
  • Run a Workflow from Chat
  • Add items from your Knowledge Base to a message
  • Share a chat from the header
For a full walkthrough of Chat, see Chat with an Agent.

​
Troubleshooting

Make sure you’re in Safari, not Chrome or an in-app browser (for example, a link opened from Slack or Gmail). Open app.cassidy.ai in Safari itself.Also avoid Private Browsing. Close the private tab, open a regular Safari tab, and try again.If the action still doesn’t appear, open the share sheet, scroll to the bottom, tap Edit Actions, and add Add to Home Screen.
On iPhone, delete the home screen icon, add Cassidy again, and leave Open as Web App turned on.On Android, choose Install instead of Create shortcut if Chrome asks.
Sign in at app.cassidy.ai in a regular browser tab first, then add Cassidy to your home screen again. Private or incognito tabs won’t keep you signed in.
Still stuck? Contact support at support@cassidy.ai.

​
Next steps

Chat with an Agent

Select Agents, upload files, use tools, and continue conversations.

Chrome extension

Use Cassidy while you browse on your computer.