Cassidy
PaidBuild AI agents that operate like your team
工具信息
什么是 Cassidy？
Cassidy is an AI platform for building agents and multi-step workflows that use company knowledge to automate complex operational processes. It enables teams to create AI agents and multi-step workflows powered by a unified knowledge base of business documents, data, and tools so that automations can handle complex, context-rich workflows with accuracy and judgment comparable to human teammates.
核心功能
Knowledge Base
Unified knowledge base that connects documents, wikis, and data sources into a single source of truth, with continuous real-time sync of files, SOPs, and policies, plus context-aware intelligence that understands company terminology, rules, and edge cases.
Agents
AI teammates that anyone can build, using agentic reasoning to handle nuance, complex logic, and exceptions by making decisions rather than following rigid scripts.
Workflows
Multi-step automations that execute actions across multiple systems in a single flow, with guardrails and human-in-the-loop controls for precision on business-critical work.
Meetings
Capability that turns conversations into action by leveraging meeting context for automations and outcomes.
No-code creation and deployment
AI-assisted no-code creation of workflows that can be deployed directly into Slack, Microsoft Teams, the browser, Chrome, Word, and Excel without IT tickets or technical expertise.
Model-agnostic architecture
Supports all leading models with no vendor lock-in so automations can use the best available intelligence.
Enterprise security and governance
Enterprise-grade data protection with custom roles and permissions, full adoption visibility, and stated compliance with GDPR, SOC Type II, and HIPAA.
使用场景
- #1
Sales Enablement
Automations that equip sales teams with top-performer playbooks and AI-driven support for sales processes.
- #2
Customer Support
Resolve tickets faster using trusted answers, including auto-responders, ticket triage and routing, multilingual replies, and help-desk knowledge resolution.
- #3
Health Benefits Plan Comparison
Automatically extracts and compares health insurance plans from carrier renewal quotes and proposals to produce Excel side-by-side comparisons of plan designs, rates, annual costs, and savings.
- #4
Employee Benefits Guide Generator
Generates comprehensive employee benefits guides from Summary of Benefits and Coverage documents, extracting medical, dental, vision, and HRA details with company and carrier branding.
- #5
Automated COI Processing and Issuance
Automates certificate-of-insurance requests end-to-end by pulling policy details, reasoning over coverage gaps, and drafting client-ready responses to meet SLAs.
- #6
Insurance Underwriting Assessments
Automates property risk scoring, workers compensation census generation, D&O financial risk analysis, and marine cargo underwriting assessments from dense documentation.
- #7
Marketing Agency Automations
Generates campaign ROI/ROAS reports, tracks retainer scope, reconciles media spend, synthesizes user research, and extracts social listening insights.
- #8
Operations and Professional Services Workflows
Streamlines high-stakes document handling, client delivery, research, census processing, and other manual operational processes across consulting, outsourcing, and industrial settings.
定价方案
Enterprise pricing is offered; the website provides Start Trial and Book Demo options.
替代工具
常见问题
What is Cassidy?
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Cassidy 联系方式与社交媒体
- 公司Cassidy AI
- 支持邮箱
- 网站：
- Twitter
- LinkedIn