Cassidy AI
AI assistants grounded in your company knowledge base
Overview
A no-code platform for building AI assistants and multi-step workflows that answer and act from a shared company knowledge base, aimed at ops, sales, support, and HR teams.
Pricing
Pricing shown for reference only. These figures reflect RECATOOLS research as of 13 Jul 2026 and may be out of date or incomplete. This is not financial or purchasing advice — always confirm the current price on the provider’s official website before making any decision.
- 3 seats
- 10,000 AI credits
- Knowledge base sync
- 100+ integrations
- More seats and credits
- Team assistants
- Priority support
- SSO and admin controls
- Advanced security
- Dedicated support
What you can produce with Cassidy AI
- No-code AI assistant and multi-step workflow builder
- Company knowledge base syncing Drive, SharePoint, OneDrive, Notion, Confluence
- 100+ tool integrations (Slack, and others)
- Trigger to AI-reasoning to action workflow chaining
- Credit-based usage metering
- API to deploy agents in external tools
ASEAN Perspective
Cassidy AI in Southeast Asia
ASEAN-region availability and pricing notes coming soon. Drop the editorial team a note via /contact/ if you can supply local context (Singapore/Malaysia/Indonesia/Thailand/Vietnam).
Cassidy's differentiator is the knowledge base sitting under everything. It syncs Google Drive, SharePoint, OneDrive, Notion, and Confluence in near real time, so assistants answer from current company data instead of a stale export, and workflows can chain a trigger, AI reasoning, and an action across 100-plus tools like Slack. For sales, support, and ops teams that want practical automation without deep engineering, it strikes a sensible balance of power and approachability, and it exposes an API to deploy agents elsewhere. The friction is cost visibility. Cassidy meters usage in credits, and complex workflows or large-dataset analysis burn more, so budgeting takes a real pilot on your own use cases rather than a glance at a price sheet. It's an English-first global SaaS with no ASEAN-specific features, sitting in a crowded field against Zapier AI, Make, and others. Good fit for mid-market teams formalizing AI workflows — just model your credit consumption first.
What people say
Where Cassidy earns its keep, per user feedback, is grounding. The knowledge base is treated as a first-class object: it syncs Google Drive, SharePoint, OneDrive, Notion, and Confluence in near real time so assistants respond from live company data, and reviewers single this out as the reason answers stay accurate instead of drifting toward generic model output. Integration breadth — more than 100 tools, plus the ability to build personalized assistants per team — is the other frequently praised element.
One aggregator publishes a detailed category breakdown: Overall 4.6/5, with Data Privacy and Security rated highest at 4.9/5, Functionality and Features at 4.8/5, Accuracy and Reliability and Integration Capabilities both at 4.7/5, Performance at 4.6/5, Customization at 4.5/5, Support at 4.4/5, Ease of Use at 4.3/5, and Cost-Efficiency lowest at 4.2/5. That last figure lines up with the recurring theme in written reviews — people like the product but watch the meter.
That meter is the credit system. Cassidy measures every AI task in credits; a short query or basic agent interaction costs little, while detailed multi-step workflows or analysis over large datasets cost more. Reviewers consistently flag that this makes cost forecasting harder than a flat per-seat plan, and Cassidy's own documentation leans into explaining how enterprise teams should budget for it.
On packaging, as of mid-2026 Cassidy has moved away from published fixed-dollar paid tiers. The Starter plan is free with 3 seats and 10,000 AI credits, and Business and Enterprise plans are custom-quoted to scale. Reviewers position it against Zapier AI, Make, and similar automation tools; the pitch that sets it apart is the knowledge-grounded assistant layer rather than raw integration count.
The balanced read from reviews: strong on security, accuracy, and integrations, genuinely useful for support, sales, ops, HR, and marketing teams that want assistants answering from their own documents. The one thing to pressure-test before committing is credit consumption on your real workflows, since that — not a headline price — is what determines the monthly bill.
Summary of public user & expert reviews, compiled by RECATOOLS.
About this listing
This entry was compiled from publicly available data including Cassidy AI's official website, press releases, documentation, and reputable third-party publications. RECATOOLS is not affiliated with Cassidy AI unless explicitly stated.
Third-party AI tools update their pricing, features, availability, and policies frequently. Information here may be outdated by the time you read this — we make reasonable efforts to keep listings current, but cannot guarantee absolute accuracy.
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