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Cassidy’s Chat interface is where you interact with AI Agents, access your Knowledge Base, and run Workflows — all in one place.
Cassidy Chat interface with the shared sidebar, Projects, recent chats, and New Chat button
To start a new chat, click New Chat in the sidebar or on Home. The Chats tab on Home is where you can find and reopen previous conversations. You can also chat from your phone, through the Chrome extension, Outlook extension, Microsoft Office extension (Word, Excel, and PowerPoint), and external deployments like Slack, Microsoft Teams, Google Chat, email, embed, and API.

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Find chats and resources

Click Search in the sidebar, or press Command + K on a Mac or Ctrl + K on Windows. You can search your chats, meetings, Agents, Workflows, projects, Skills, files, and Cassidy help articles from one place. Use the tabs at the top when you want to narrow the results. Search only shows resources you can access. Draft Agents, Workflows, and Skills do not appear because they are not ready to use. Choosing a result takes you to the most useful next step. Agents start a chat, Workflows open in the Run view, Skills are added to a new chat, projects filter the Chats tab, and files open in a preview. You can also search for destinations such as Account Settings → Notifications.
Cassidy search showing matching Agents, Meetings, navigation, and organization settings

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Select an Agent

Every chat uses an Agent. You can switch between custom Agents, foundational models, and Cassidy’s pre-built Agents at any time.
1

Open the Agent dropdown

Click the Agent dropdown at the top of the chat or in the text box to see your options.
Agent dropdown showing custom, default, and pre-built Agents
2

Browse and choose an Agent

You’ll see three categories:
  • Custom Agents — built by your team, trained on your Knowledge Base with tailored instructions
  • Default Agents — foundational models like GPT, Claude, and Gemini without your business context
  • Pre-built Agents — Cassidy’s ready-made options like the Data Analyst and Cassidy Help Agent
Default Agents don’t have access to your company’s Knowledge Base or custom instructions.
Claude 4.6 Sonnet selected as a default Agent with a banner noting it has no company context
3

Pin an Agent

Hover over a published Agent, open its … menu, and select Pin to sidebar. Pinned Agents appear in the Pinned section of your sidebar and near the top of the Agent list. Draft Agents must be published before you can pin them.
Agent actions menu showing Pin to sidebar and Pin for organization
4

Switch mid-conversation

Need a different Agent? Click the dropdown again and select a new one. The chat continues with the new Agent — no need to start over.
When chatting with a Q&A Agent, responses include source citations that link back to your Knowledge Base so you can verify the information.
Chat response with Knowledge Base citations highlighted

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Personalize your chat

Tell Cassidy your name, role, and response preferences so every chat is tailored to you, no matter which Agent you use. Open Customize → Personalization from the sidebar or from the top-right corner of a new chat. See Personalize your chats for the full walkthrough and where your preferences apply. For organization-wide AI behavior rules that apply to every Agent and Workflow, see Global instructions.

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Reference your Knowledge Base

You can pull specific items from your Knowledge Base directly into a chat to ask targeted questions.
1

Type the # key

In the chat text box, type # to open a search dropdown for your Knowledge Base.
Knowledge Base reference dropdown showing folders like Carrier Data, Call Intelligence, and Meeting Notes
2

Search and select an item

Start typing keywords to filter results. Click the item you want to reference — it appears as a tag in your message.
New Employee Onboarding Guide added as a Knowledge Base reference tag in the chat text box
3

Ask your question

Send your message with the referenced item. The Agent uses that specific document as context for its response. For example:
  • “Can you summarize the main points of this employee handbook?”
  • “How many vacation days am I entitled to according to this policy?”
  • “What is the process for requesting time off?”
The # reference is useful when you want to point the Agent at a specific document for a single question. To have an Agent always search certain Knowledge Base items, add them to the Agent’s configuration — see Build and configure an Agent for details.
The # picker can include recorded meetings, not only Knowledge Base items. To search across your meeting library in chat (with citations back to recordings), add the Meetings Connector to the Agent — see Chat with your meetings.

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Upload files and media

Share files, images, videos, and audio directly in chat to ask questions about their content. These uploads are temporary — they are not saved to your Knowledge Base.
1

Click the + button

In the bottom-left corner of the text box, click + to open attachment options.
Attachment menu showing file and image upload options
2

Choose your upload type

Select Attach a File or Attach an Image from the menu. You can also drag and drop files directly into the chat window.
3

Ask questions about the content

Once uploaded, the Agent can analyze the content. Try prompts like:
  • “Summarize the key findings in this report”
  • “What text is visible in this screenshot?”
  • “Extract the data from this chart”
Agent response analyzing an uploaded file
Uploaded files are temporary and tied to the chat session. If you need to store a file permanently, upload it to your Knowledge Base first, then reference it with #.

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Use the tools picker

Click Tools at the bottom of the text box to see everything available in the current chat. From here you can turn capabilities such as Web Search, Image Generation, Artifacts, and Browser Use on or off for the chat.
Tools menu in chat showing capabilities, personal Connectors, and Connectors enabled on the Agent
The menu also lists your Connectors. Your own Connectors follow your account settings rather than per-chat toggles. Select Add connector to browse apps or Manage connectors to reconnect, change action permissions, or turn a Connector off. Connectors the Agent’s builder added appear under Enabled on Agent. A warning icon means you need to reconnect. Code Execution & File Creation is configured on the Agent itself. New custom Agents have it enabled by default. If it is missing, edit the Agent and enable Code Execution & File Creation under Customize > Advanced Settings.

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Use voice mode

Voice mode lets you have a spoken conversation with your Agent instead of typing. Click the microphone icon in the text box to start speaking. The Agent transcribes your speech, processes it, and responds — both in text and, optionally, with audio playback.
Dictate button and microphone icon in the chat text box

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Use the writing editor

The writing editor is a side-by-side panel where you can draft and refine content while chatting with an Agent.
1

Open the editor

Click Open editor in the top-right corner of the chat interface.
Open editor button in the chat interface
2

Write alongside your chat

Type directly in the rich text editor while chatting with the Agent. This is useful for researching ideas, drafting content, or getting real-time writing assistance.
Writing editor open alongside a chat conversation
3

Add Agent responses to the editor

When the Agent generates something you want to keep, click Add to Editor on the message. The content is automatically added to your document.
Add to Editor button on an Agent response
4

Save to your Knowledge Base

Click File then Save to Knowledge Base to store your document permanently. Choose a name and folder location, then click Save.
Save to Knowledge Base option in the writing editor file menu
Save dialog with document name and Knowledge Base location fields
You can also export to Microsoft Word or PDF format.
Once saved, changes sync automatically between the writing editor and the Knowledge Base document.
The writing editor is tied to each individual chat. Save your work to the Knowledge Base before closing if you want to keep it.

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Run a Workflow in chat

You can execute Workflows directly within a chat conversation to automate tasks without leaving the interface.
1

Open the Workflow menu

In the text box, click the Workflows button to see available Workflows.
Workflows menu showing a list of Workflows including Sales RFP, Marketing Blog Post, and Generate In-Depth reports
2

Select a Workflow

Choose the Workflow you want to run from the list.
3

Fill out the form

A form replaces the text box with input fields for the Workflow. Fill in the required information.
Generate In-Depth Company Report Workflow form with Company Name and Company Domain fields
4

Generate and review results

Click Generate to run the Workflow. Results appear directly in the chat.
Workflow results displayed within a chat conversation
5

Continue the conversation

After the Workflow runs, you can ask follow-up questions, refine inputs, or explore the results further in the same chat.

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Use a Skill

Skills give Agents reusable procedures, files, and tools for specialized tasks. Installed Skills are available across your chats, while Agent-attached Skills are available whenever you use that Agent. Agents choose relevant Skills automatically based on each Skill’s name and description. To select one yourself:
1

Open the slash menu

Type / in the chat box.
2

Select a Skill

Choose a published Skill under Current Agent’s Skills or My Skills.
Chat slash menu showing a Skill attached to the current Agent and personally installed Skills
3

Describe the task

Continue writing your request and send the message. The Agent reads the selected Skill before responding.
See Use Skills in chat and Workflows to install Skills and understand automatic selection.

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Use the prompt library

The prompt library lets you create reusable prompt templates so you can quickly apply consistent instructions across chats.

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Manage your prompts

1

Open the prompt library

In the chat text box, type / and click Manage prompt library from the menu.
Slash command menu showing the Manage prompt library option
2

Create a new prompt

Click + New prompt. Describe what you want, and Cassidy generates a refined prompt for you. Or click Create prompt manually (advanced) to write it yourself.
New prompt creation interface in the prompt library
Prompt description field where Cassidy auto-generates a prompt
When writing prompts manually, you can:
  • Use [brackets] for placeholders that change each time (e.g., [professional] or [witty] for tone)
  • Type # to reference Knowledge Base items
  • Add example outputs so the Agent matches your preferred style
Prompt editor showing placeholders, Knowledge Base references, and example outputs
3

Save and use

Click Save to store it. You can then click Use prompt to apply it immediately.
Saved prompt with Use prompt and Edit buttons
Prompts created in the library are visible to everyone in your organization.

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Apply a prompt in chat

1

Type / to open the prompt menu

The menu shows Cassidy’s default prompts (like Improve writing and Summarize) and your custom prompts.
Prompt menu showing default and custom prompts
2

Insert and customize

Click a custom prompt to insert it. Replace any placeholders with your actual values — these edits do not change the saved template.
Custom prompt inserted into the chat with placeholders highlighted
3

Send and get results

Send the message. The Agent generates a response using your prompt template.
Agent response generated from a custom prompt template
For default prompts like Improve writing or Summarize, a quick form appears where you paste your text and click Generate.

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Analyze data

Upload spreadsheets or data files and let the Agent create charts, run calculations, and extract insights.
1

Select a data-capable Agent

Choose the Data Analyst default Agent, or use a custom Agent. New custom Agents have Code Execution & File Creation enabled by default.
Data Analyst Agent selected in the Agent dropdown
2

Upload your data

Click + and attach a CSV or Excel file, or drag and drop it into the chat.
CSV file being uploaded to a chat for data analysis
3

Ask questions and request visualizations

Describe what you need:
  • “Create a bar chart showing sales by region”
  • “What are the key trends in customer behavior?”
  • “What was the total revenue for Q1?”
Data analysis chart generated from an uploaded spreadsheet
4

View the code behind the analysis

Click Analyzed sources in the results, then click the code icon (</>) next to any step to see the Python code the Agent used to process your data.
Analyzed sources dropdown showing processing steps
Python code modal showing the data analysis logic
  • Use CSV or Excel format — these are the only supported file types for data analysis
  • Organize data in rows and columns — each row is a record, each column is a variable
  • Include descriptive column headers in the first row — avoid blank rows above the headers
  • Keep data consistent — no empty rows between entries, no multiple tables in one file, avoid multiple worksheets
Well-formatted spreadsheet with clear headers and consistent data
Code Execution & File Creation can also:
  • Manipulate branded templates — fill out forms, convert reports to presentations, edit Word documents and PDFs
  • Create synthetic data — generate sample datasets for testing or demonstrations
For more on generating files, see Create files in Cassidy.

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Edit and regenerate messages

You can modify a sent message and have the Agent generate a new response.
1

Hover over your message

Move your cursor over the message you want to change. An edit icon appears on the right.
Edit pencil icon appearing on hover over a chat message
2

Edit and re-send

Click the edit icon, modify your text, and press Enter. The Agent generates a new response based on your updated message.
Chat message in edit mode with modified text
3

Browse response versions

Click the left and right arrows at the top of the Agent’s response to cycle through all generated versions.
Response version navigation arrows on an Agent message
You cannot edit Agent messages directly, but you can click Regenerate to produce a new response with the same prompt.

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Branch a conversation

Branching creates a copy of a conversation up to a specific message, so you can explore a different direction without losing the original thread.
1

Find the branching point

Open a chat and scroll to the message you want to branch from.
2

Branch in a new chat

Click the … menu below the message and select Branch in new chat.
Branch in new chat option in the message menu
3

Continue in the new chat

A new chat opens in a separate tab with the full conversation history up to that message. The original chat remains unchanged. The new chat is labeled “Branched from [Chat Title].”
Branched chat showing the conversation history and branch label
Continuing a branched conversation in a new direction

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Share and organize chats

Chats use the same sharing model as Agents and Workflows — you can share with specific teammates, groups, or your whole organization, and set each person’s access to View (read-only) or Edit (can send messages).

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Share a chat

Open the … menu on any chat and select Share, or click the Share button in the chat header. Choose who can access it and set their permission level. Sharing a chat does not notify the recipient — you’ll need to send them the link directly.
Share modal for a chat showing access level options and View or Edit permission toggle

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Organize chats with projects

Projects keep related chats together. They are useful for work such as a customer account, hiring process, or quarterly planning where several conversations should share the same access.
1

Open Projects

Go to Home and select the Projects tab. This page includes projects you own and projects shared with you.
2

Create a project

Click New project, enter a name, and choose who can access it. New projects start as restricted unless you choose a broader access level.
3

Add chats

Open a chat’s … menu and select Move to project. If Projects are visible in your sidebar, you can also drag chats into and out of a project.
4

View a project's chats

Select a project from the Projects tab. Cassidy returns to the Chats tab and adds the project as a filter.
Projects tab showing project search, filters, chat counts, and the New project button
Chats inside a project use the project’s sharing settings and cannot be shared separately. Change access from the project’s … menu. When you move a shared chat into or out of a project, Cassidy shows how its access will change before completing the move. The Projects section appears in the sidebar automatically once you create, open, or are directly shared on a project. To show or hide it yourself, open the … menu beside Recents, choose Customize sidebar, and change Show Projects section. From the Projects menu, choose My projects, My projects and shared with me, or All projects I can access. Projects can be sorted by recent activity or name. Chats that teammates share with you appear in Recents once you open them. To see them right away, open the … menu beside Recents, choose Chats shared with me, then select Always show. Pin a project when you want it in the main Pinned section instead of the Projects section.
Keep these things in mind when sharing chats:
  • Chats inside a project use the project’s sharing settings and cannot be shared individually
  • New messages added to a shared chat are visible to everyone with access in real time
  • Projects shared with you appear in the sidebar when your Show projects setting includes them
Deleting a project permanently deletes every chat inside it. This action cannot be undone.

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Use Cassidy in multiple languages

While the Cassidy interface is in English, the AI models can understand and respond in virtually any language. Type your message in the language you prefer, and the Agent responds in the same language.
Chat conversation in Spanish with the Agent responding in Spanish
If the Agent doesn’t consistently use your preferred language, add a specific instruction to the Agent’s settings — for example, “Always respond in Spanish.”
Agent instruction field with a language preference set to Spanish
For more on customizing Agent behavior, see Build and configure an Agent.

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Next steps

Build and configure an Agent

Create a custom Agent with tailored instructions and Knowledge Base access.

Choose the right AI model

Compare GPT, Claude, and Gemini to pick the best model for each task.

Prompt engineering guide

Write effective prompts for better, more consistent AI outputs.

Create files in Cassidy

Generate documents, spreadsheets, and presentations through chat.