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Match each business problem with the Cassidy feature best suited to solve it, then combine features when one solution needs both flexibility and consistency.

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What you’ll learn

  • Use an Agent for flexible conversations, research, and tasks where the path can change
  • Use a Workflow for a predictable process with defined inputs, Actions, and outputs
  • Use a Skill to capture a reusable process or standard across people, Agents, and Workflow Actions
  • Combine features so an Agent can run a Workflow, a Workflow can use an Agent, or either can follow a shared Skill

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A quick decision guide

Agent

Choose an Agent when people need to ask questions, explore information, or adapt the task through conversation.

Workflow

Choose a Workflow when the same steps should run reliably for every input.

Skill

Choose a Skill when the same playbook, tone, approved phrasing, or process should be reused across your organization.
If you are unsure, start with an Agent. Turn repeated requests into a Workflow, and capture company-wide standards in a Skill.

Overview of Agents

Understand flexible, conversational AI teammates.

Overview of Workflows

Understand repeatable, multi-step automations.

Overview of Skills

Learn how reusable expertise works in Cassidy.

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