Uwarp

Cassidy AI — no-code AI agents and workflows on company knowledge

Build no-code AI agents and workflows on company knowledge—connect docs and apps, automate internal Q&A, with a free trial and paid team plans

  • No-Code AI Agents
  • Company Knowledge Base
  • Internal Workflows
  • Team Automation
Publisher
Cassidy Inc.
Type
No-Code AI Agents & Workflows
Pricing
Freemium
Reviewed
1 September 2026
Official site

Quick verdict

Use when

  • No-code team AI agents
  • Grounded in company docs
  • Internal Q&A & onboarding bots
  • Repeatable automations

Skip when

  • Code-first agent framework
  • Personal notes no org connectors
  • Strict on-prem no cloud index

Cassidy AI vs common alternatives

Cassidy AI vs common picks for no-code ai agents & workflows. Focus on stable factors—tiers, learning curve, output limits, privacy—then confirm on each official site.

Tap a dimension to focus

Pricing

  1. Cassidy AI — official site
  2. Cassidy AI — pricing
  3. Glean — official site
  4. Microsoft Copilot Studio — official site

Preview of Cassidy AI - not the live app. Confirm details on the official site.

Does this overview help you decide?

—

(—)

Learn more

Details below the decision summary—features, workflow, and scope notes.

What is Cassidy AI?

Build no-code AI agents and workflows on company knowledge—connect docs and apps, automate internal Q&A, with a free trial and paid team plans

What it costs

Tier snapshot before you connect production data sources.
Free tier
Yes
Pricing summary
Cassidy AI is freemium: a free trial lets you explore agent building and connectors, while paid team and business plans raise seats, knowledge limits, and workflow capacity. Confirm live plan names and connector caps on the official pricing page—no dollar amounts are listed here.

Reviewed on 1 September 2026 · Cassidy AI — pricing

What Cassidy AI provides

Core capabilities described on public Cassidy AI listings.

  • No-code agent builder

    Create AI agents with prompts, tools, and triggers without shipping custom backend code.

  • Company knowledge indexing

    Connect docs and apps so answers ground in your internal materials instead of generic web knowledge.

  • Workflow automation

    Chain steps—retrieve context, draft content, route approvals—for repeatable internal processes.

  • Team deployment

    Share agents across departments for support, HR, sales enablement, and onboarding use cases.

How teams use Cassidy AI

A practical rollout flow on cassidy.ai.

  1. Connect trusted knowledge sources

    Index wikis, drive folders, and SaaS apps your agents should cite—start narrow before opening everything.

  2. Build a focused first agent

    Pick one job—IT FAQ, onboarding buddy, or sales battlecards—and tune prompts before adding tools.

  3. Add workflows for repeat tasks

    Automate multi-step internal requests that today live in Slack threads and email chains.

  4. Review permissions and retention

    Validate connector scopes and who can publish agents before rolling out company-wide.

Who Cassidy AI is for

Workplace situations that match no-code knowledge agents.

  • Ops and enablement teams

    Staff who need internal assistants without waiting on a full engineering sprint.

  • Growing startups with scattered docs

    Teams where answers live across Notion, Google Drive, and Slack and new hires ask the same questions.

  • RevOps and support leads

    Groups that want grounded Q&A and lightweight workflows on product and policy knowledge.

When Cassidy AI is the right pick

Choose Cassidy AI when ops and enablement teams need fast no-code agents on company knowledge without a full developer project. Skip it when you require code-first multi-agent frameworks, personal-only note apps, or strict on-prem indexing with no cloud connector.

Licensing and platform notes

Facts to verify on cassidy.ai before you depend on a workflow.
Freemium with trial
A free trial explores core agent features; production use typically requires a paid team or business plan.
Connector-dependent grounding
Answer quality depends on which apps and folders you index—plan connector governance early.
Cloud-hosted workspace
Agents, workflows, and indexed content live in Cassidy’s online service unless the publisher offers a different deployment model.

Frequently Asked Questions

Quick answers about this tool—open a question to read more.