Cassidy

Key Information

Key Features

• AI Model Agnosticism
• Custom AI Assistants
• Multi-Step Workflows
• Knowledge Base Integration
• Enterprise-Grade Security
• Single Sign-On (SSO)
• Advanced Permissioning
• AI ROI Report

Pricing

• Free Trial - $0
• Starter - $79/month
• Custom Plan - Contact for Pricing

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What is Cassidy?

Cassidy is an AI automation tool designed to integrate with company data, creating personalized assistants and workflows. It helps businesses automate tasks such as customer support, lead qualification, and processing RFPs, allowing teams to respond faster and work more efficiently.

Cassidy stands out by leveraging a company's existing knowledge base across over 100 integrated tools, providing AI solutions that understand specific business contexts and brand voices. It ensures real-time data syncing without using private data for model training, maintaining control while automating complex tasks.

Features

• AI Model Agnosticism: Cassidy supports multiple leading AI models, ensuring optimal task execution and easy adaptation to newer models.
• Custom AI Assistants: These assistants are tailored to business needs, trained on company knowledge and brand voice.
• Multi-Step Workflows: Users can build no-code AI workflows to automate tasks like content creation and customer support.
• Knowledge Base Integration: Connects existing tools and data to provide AI with real-time context about the business.
• Enterprise-Grade Security: Offers SOC 2 Type II compliance, advanced permissioning, and encrypted data storage.
• Single Sign-On (SSO): Enhances user convenience and security with SSO capability.
• Advanced Permissioning: Allows configuring workspace permissions based on user levels.
• AI ROI Report: Provides analytics to measure the return on investment from AI automation.

Pros

• Customized Automation: Offers personalized AI assistants and workflows tailored to specific business needs.
• Multi-Model Support: Utilizes multiple AI models for optimal task execution.
• Seamless Integration: Integrates with various business tools like Slack and Notion.
• Real-Time Data Syncing: Ensures AI has the latest business context.
• User-Friendly Onboarding: Includes white glove onboarding and dedicated support.

Cons

• Complexity for New Users: The array of AI models and features might be overwhelming for those new to AI technology.
• Chrome-Centric: Heavy reliance on the Chrome extension may exclude non-Chrome users.
• Data Quality Dependency: Automation quality relies heavily on the quality of existing data.

Cassidy Pricing

Cassidy offers several pricing plans:

• Free Trial - $0: Includes 3,000 credits, 3 seats, and core integrations.
• Starter - $79/month: Offers 10,000 credits, 3 seats, and basic integrations.
• Custom Plan - Contact for Pricing: Customizable credits, seats, and integrations with advanced features like white glove setup and dedicated AI implementation expert.

Frequently Asked Questions

1. What is the duration of Cassidy's free trial?

Cassidy's free trial lasts for two weeks, providing users with 3,000 credits and core integrations to explore its features.

2. How does Cassidy compare to similar tools like ChatGPT?

Cassidy differs from ChatGPT by integrating with company data to provide personalized AI assistants and workflows, while ChatGPT is a more generic AI model. Cassidy also does not use user data for model training.

3. What are the usage limits for Cassidy credits?

Cassidy credits are used based on API calls and token usage. Unused credits typically do not roll over unless on an Enterprise plan. Users can monitor their credit usage in the Organization Settings.

4. What prerequisites are needed to use Cassidy effectively?

To use Cassidy effectively, users need a solid foundation of business data and some technical proficiency to fully leverage its features.

5. Is Cassidy available on multiple platforms?

Cassidy offers a Chrome extension for easy access but may not be equally accessible on other browsers.

6. What are some outstanding features of Cassidy?

Cassidy's ability to integrate with over 100 tools and support multiple AI models makes it stand out. It also provides real-time data syncing and enterprise-grade security.

7. How can Cassidy be used effectively in business operations?

Cassidy can be used to automate customer support, respond to RFPs, and draft on-brand content. It helps businesses streamline operations and improve efficiency by leveraging AI in a personalized manner.

8. What is Cassidy's refund policy?

For specific details on Cassidy's refund policy, users should contact Cassidy's support team directly.

9. Is Cassidy multilingual?

Cassidy's language support is not explicitly detailed, so users should check with Cassidy for specific language capabilities.

10. What are some common use cases for Cassidy?

Common use cases include automating customer support, qualifying leads, and processing RFPs. It can also be used for drafting on-brand content and personalizing sales emails.