> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started

> Learn how to build AI-powered automations for your team with Agents, Workflows, and your company's Knowledge Base.

Welcome to the Cassidy documentation. Get started by learning the platform basics or dive into a specific feature.

<iframe src="https://player.vimeo.com/video/1107663740?h=fd0ae80f2e" title="Introduction to Cassidy" frameBorder="0" allow="autoplay; fullscreen" allowFullScreen style={{ width: "100%", aspectRatio: "16 / 9" }} />

## What is Cassidy?

Cassidy is an AI automation platform that helps teams build [Agents](/agents/overview) and [Workflows](/workflows/overview) powered by your business knowledge. Unlike generic AI tools, Cassidy connects to your company's data — documents, wikis, meeting transcripts, and integrated tools — so your automations understand your terminology, processes, and edge cases. No code or technical skills required.

Cassidy provides four core features that work together:

1. **[Knowledge Base](/knowledge-base/overview)** — The context behind every automation. Connect your documents, websites, meetings, and tools into a single source of truth that stays current with real-time syncing. Your Knowledge Base grounds every Agent and Workflow in real company knowledge — synced, cited, and permission-aware.

<Frame>
  <img src="https://mintcdn.com/cassidy/iSJIm1fniQLPgVkh/images/getting-started-knowledge-base.png?fit=max&auto=format&n=iSJIm1fniQLPgVkh&q=85&s=54c2e992a49341d0477393622eb39ca4" alt="Cassidy Knowledge Base showing connected documents, files, and integrations" width="2782" height="1368" data-path="images/getting-started-knowledge-base.png" />
</Frame>

2. **[Agents](/agents/overview)** — AI teammates anyone can build. Create Agents in minutes with natural language for specific roles — sales, support, ops, or anything your team needs. They answer questions, complete tasks, and take action across your tools, grounded in your Knowledge Base and trained on your brand voice. Deploy them to [Slack](/integrations/slack/deploy-agent), [Teams](/agents/deploy/microsoft-teams), [Google Chat](/agents/deploy/google-chat), [email](/agents/deploy/email), or [embed them](/agents/deploy/embed) wherever your team works.

<Frame>
  <img src="https://mintcdn.com/cassidy/iSJIm1fniQLPgVkh/images/getting-started-agents.png?fit=max&auto=format&n=iSJIm1fniQLPgVkh&q=85&s=105f91e8a329921e913ad7c75e64b178" alt="Cassidy Agent conversation showing context-aware responses" width="2792" height="1376" data-path="images/getting-started-agents.png" />
</Frame>

3. **[Workflows](/workflows/overview)** — Multi-step automations that drive outcomes. Turn complex processes into automations without waiting on engineering. Unlike rigid scripts, Cassidy Workflows reason through logic, exceptions, and edge cases — handling work that traditionally required human expertise and judgment. From responding to RFPs to enriching leads to generating content, Workflows connect your tools and act on your data.

<Frame>
  <img src="https://mintcdn.com/cassidy/iSJIm1fniQLPgVkh/images/getting-started-workflows.png?fit=max&auto=format&n=iSJIm1fniQLPgVkh&q=85&s=3c52a00ee1e81b2ce01f306bbc339ac7" alt="Cassidy Workflow builder with multiple connected actions" width="2790" height="1380" data-path="images/getting-started-workflows.png" />
</Frame>

4. **[Meetings](/meetings/getting-started)** — From conversation to action. Cassidy joins your meetings, transcribes and summarizes in real time, and makes everything searchable. Conversations become automated follow-ups, CRM updates, and long-term knowledge your whole organization can reference.

<Frame>
  <img src="https://mintcdn.com/cassidy/iSJIm1fniQLPgVkh/images/getting-started-meetings.png?fit=max&auto=format&n=iSJIm1fniQLPgVkh&q=85&s=4fce33836e131ec20490f032b86cc871" alt="Cassidy Meetings showing transcription and AI-generated insights" width="2790" height="1380" data-path="images/getting-started-meetings.png" />
</Frame>

## Explore the docs

<CardGroup cols={2}>
  <Card title="Knowledge Base" icon="book" href="/knowledge-base/overview">
    Give AI the context to work the way you do with synced, cited,
    permission-aware knowledge.
  </Card>

  <Card title="Agents" icon="robot" href="/agents/overview">
    Build AI teammates that answer questions, complete tasks, and take action
    across your tools.
  </Card>

  <Card title="Workflows" icon="diagram-project" href="/workflows/overview">
    Turn complex processes into intelligent, multi-step automations — no code
    required.
  </Card>

  <Card title="Meetings" icon="video" href="/meetings/getting-started">
    Record, transcribe, and turn conversations into searchable knowledge and
    automated next steps.
  </Card>

  <Card title="Integrations" icon="plug" href="/integrations/overview">
    Connect to Slack, HubSpot, Salesforce, Google Workspace, and dozens more.
  </Card>

  <Card title="Extensions" icon="puzzle-piece" href="/extensions/chrome">
    Use Cassidy directly in Chrome, Outlook, Word, and Excel.
  </Card>

  <Card title="Guides and tips" icon="lightbulb" href="/guides/chatting-with-an-agent">
    Best practices for chatting with Agents, choosing models, and writing
    prompts.
  </Card>

  <Card title="Settings and admin" icon="gear" href="/settings/manage-plans">
    Manage your team, plans, credits, roles, and security settings.
  </Card>
</CardGroup>