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A no-code AI platform that puts a shared company Knowledge Base at the centre of every assistant and workflow — strong for ops, CS, sales, HR and marketing teams, with a free entry tier but quote-based paid pricing that buyers should weigh carefully.
Cassidy uses an AI-credit model: every plan includes a monthly credit allocation, and credits are consumed as assistants and workflows run tasks. As of July 2026 the vendor's pricing page publishes a free Starter plan and moves paid Business and Enterprise plans to quote-based, sales-led pricing — it no longer lists fixed monthly dollar figures for paid tiers.
| Plan | Price (Jul 2026) | AI credits / mo | Seats | Key inclusions | Best for |
|---|---|---|---|---|---|
| Starter | Free | 10,000 | 3 | Knowledge Base up to 100K pages, 5 agents, 5 workflows, basic integrations, 24-hour syncing, limited meeting recorder | Pilots, small teams, evaluation |
| Business | Custom (quote) | Custom | Custom | All platform features, premium onboarding & support, advanced integrations, instant syncing, custom event triggers | Growing ops / RevOps teams |
| Enterprise | Custom (quote) | Custom | Custom | SSO, advanced permissioning, dedicated success manager, white-glove onboarding, live syncing | Larger, security-conscious orgs |
A note on older price figures. Several third-party directories still cite fixed Cassidy tiers such as $49, $149 or $499 per month. Those figures do not match the vendor's current pricing page, which as of July 2026 shows a free Starter plan and quote-based Business and Enterprise plans. We have removed the fixed-dollar paid tiers from this review rather than repeat numbers we cannot verify against the live pricing page. If you need a hard budget, request a written quote from Cassidy and confirm the credit allocation, seat count and Knowledge Base capacity in the order form.
Credits are Cassidy's universal unit of consumption. Each month your plan grants a set number of credits, and they are deducted as assistants and workflows run tasks. Per Cassidy's own credits explainer, an agent chat typically consumes on the order of 1–30 credits and a workflow on the order of 1–100 credits, scaling with prompt size, response length, Knowledge Base access and bulk-processing volume. Model choice matters too: Cassidy notes that premium-tier models consume roughly 5x more credits than standard-tier models. The free Starter plan includes 10,000 credits per month; paid plans allocate more. Teams that run low can top up credits or ask Cassidy for a one-time boost or a plan adjustment.
Cassidy AI is a no-code workflow automation platform that builds AI assistants and multi-step workflows on top of a shared company Knowledge Base. Rather than positioning itself as a single chatbot or a generic automation router, Cassidy structures the whole product around a simple idea: give AI real, current context about your business, then let anyone on the team point that context at repetitive work. Per Cassidy's own positioning, the platform is organised around four core objects — a Knowledge Base, Assistants, Workflows and Integrations — that combine so business teams can automate work without writing code.
The company is a New York–based startup founded in 2023 by Justin Fineberg and Ian Woodfill; it announced a $3.7 million seed round led by The General Partnership in August 2024. Its market is squarely non-developer business teams: operations and RevOps, customer success and support, sales, HR and people operations, and marketing.
Cassidy's Knowledge Base centralises company knowledge across dozens of tools to give AI automations real-time context on the business. According to Cassidy's Knowledge Base product page, it connects internal data sources — documents, websites, meetings and tools — and keeps them in sync so the AI always has current context. Native connections cover the systems most companies already store knowledge in: Google Drive, SharePoint, OneDrive, Notion and Confluence, among others. Instead of manually curating a corpus, teams connect the sources they trust and let Cassidy handle the ingestion and refresh.
Two design details make this more than a vector-database-with-a-nice-name. First is syncing cadence. The Knowledge Base refreshes against external sources every 24 hours on Starter, with instant syncing on Business and live syncing on Enterprise. Second is Document Verification: teams can flag potentially outdated content so assistants only rely on information a human has confirmed is trustworthy.
Assistants are the interface most users touch first. Per Cassidy's assistants product page, you build personalised AI assistants trained for specific tasks across your team — answering RFPs, resolving customer tickets, fielding internal HR questions, or handling sales discovery. Each assistant can pull from the Knowledge Base, call connected tools, and respond inside the surfaces people already use. The build experience is deliberately approachable: you describe what the assistant should do, point it at the relevant knowledge and tools, and refine its behaviour through natural-language instructions rather than code.
Where assistants handle conversational, on-demand tasks, workflows handle structured, multi-step processes. Per Cassidy's workflows page, the Workflow Copilot helps users build automations step by step — structuring the logic, connecting the tools, and refining the details — with no coding required. Cassidy ships a large library of pre-built actions: generate content, search the Knowledge Base, send emails, update CRM records, branch on conditions, loop over lists, call external APIs. Multi-step workflows can therefore handle genuinely complex processes — enriching and routing inbound leads, drafting and logging outreach, triaging support tickets, assembling first-draft RFP responses — without pulling in an engineer.
Agents deploy in Slack, Microsoft Teams, Google Chat, a Chrome/Edge extension, Word and Excel add-ons, Gmail and Outlook add-ons, a browser embed and the API. Cassidy's FAQ lists Slack and Teams deployment among the Enterprise plan benefits, so confirm which surfaces your quote includes.
Cassidy's integrations split into two categories. Knowledge Sources feed the Knowledge Base — Google Drive, SharePoint, OneDrive, Notion, Confluence and similar systems. Workflow Actions let assistants and workflows do things in other tools — Salesforce, HubSpot, Slack, Microsoft Teams, Intercom, Pipedrive and many more. Per Cassidy's integrations documentation, the platform offers native connections across both categories plus webhooks and an API for anything not covered out of the box. In everyday terms, that means a single workflow can read from your document store, enrich a record, update your CRM and post to a Slack channel without leaving Cassidy.
Cassidy's pricing page lists SOC 2 Type II (attested), GDPR, HIPAA and CASA validation, encryption at rest and in transit, and states that customer data is never used for model training. SSO and advanced permissioning are listed among the Enterprise plan benefits. If you handle protected health information, confirm a Business Associate Agreement in writing before contracting, and get the security inclusions itemised in the quote.
Support and CS teams build assistants that answer tickets, draft RFP responses and surface product knowledge from the Knowledge Base, grounded in the Knowledge Base.
Sales teams use assistants and workflows to qualify inbound leads, draft personalised outreach, answer discovery questions from a shared knowledge base, and update CRM records in Salesforce or HubSpot without leaving Slack or Outlook.
People teams stand up onboarding and policy assistants that field employee questions from an always-current HR knowledge base, reducing repetitive Q&A while Document Verification keeps answers aligned to the latest approved policies.
Marketing teams run content-research, brief-generation and repurposing workflows that draw on brand guidelines and prior assets in the Knowledge Base, keeping tone and facts consistent across a growing body of work.
Also worth a look depending on your priorities: Lindy for email and meeting automation, MindStudio for building custom no-code AI apps, Notion AI if your knowledge already lives in Notion, and Microsoft Copilot Studio for organisations standardised on Microsoft 365. For a broader map of the space, browse the full workflow automation category.
Good fit for operations, customer success, sales, HR and marketing teams that want no-code assistants and workflows on a shared, synced Knowledge Base, deployed in Slack, Teams or Office. Poor fit for code-first teams that want self-hosting (look at n8n) and for buyers who need public paid pricing: Business and Enterprise are quote-only and costs scale with credit use. Older third-party listings with fixed $49 to $499 tiers do not match the vendor's current pricing page. This verdict rests on Cassidy's public documentation and pricing page, not a hands-on trial.
The most reliable way to price Cassidy is to build a real assistant on the free Starter plan, watch your credit consumption against actual work, and take those numbers into a Business or Enterprise quote conversation. Compare it against the rest of the category before you commit.