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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.

When you connect file platforms like Google Drive, SharePoint, or Slack to your Knowledge Base, Cassidy keeps your data in sync automatically so your Agents and Workflows always reference the latest information.

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Automatic syncing

Every connected integration syncs automatically on a 24-hour cycle. When you update, add, or remove files in the connected platform, those changes are reflected in Cassidy within one sync cycle.
  • No manual effort required — syncing happens in the background
  • New files added to synced folders are imported automatically
  • Edits to existing documents are picked up on the next sync
  • Deleted files are removed from your Knowledge Base on the next sync

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Live syncing

For teams that need real-time data, live syncing provides instant updates whenever changes are made in the connected platform.
  • Changes appear in Cassidy within seconds instead of hours
  • Ideal for fast-moving teams where information changes frequently
  • Supports all integration-connected data sources
Live syncing is available on Enterprise plans. Contact support@cassidyai.com to learn more about upgrading.

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Next steps

Integrations overview

See all available integrations and connect your accounts.

Knowledge Base overview

Organize and manage your synced content.