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Learn how Cassidy’s core components support different kinds of work, then identify a process worth exploring during onboarding.

What you’ll learn

  • How Cassidy helps teams apply AI to real business processes
  • How Agents, Workflows, and the Knowledge Base support different kinds of work
  • How to identify a useful first process and choose an AI model for the task

After you watch

Write down one task that happens frequently, takes meaningful time, follows similar steps, or depends on company information. Bring it to your kickoff call—you do not need to design the solution yet.

Choose the right AI model

Compare models and choose one that fits your task.

Find your first use case

Choose a focused first project for your team.