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Cassidy

No-code AI agent builder that lets business teams create intelligent automations powered by their own company knowledge.

Our take: Cassidy empowers non-technical teams to create AI agents that leverage internal knowledge bases, facilitating intelligent automation across various business functions.

Best forBusiness teams that want to deploy AI agents across sales, support, and operations without writing code
ReviewedPricing: Free Trial
7.6 out of 105 criteria · see breakdown
Try CassidyFree tier; paid plans from $79/user/mo
The bottom line

A versatile AI automation tool best suited for mid-market to enterprise companies seeking to deploy AI agents without coding.

Our score

Reviewed by the Conversion Gems editorial team. Hover a facet to focus it; click to pin.Tap a facet to focus it.

Community ratings

Shown for context only. Our score is independent.

G2
5.0 out of 5
5+ reviews

5.0 / 5 aggregate · across 1 source

Third-party ratings shown verbatim; aggregate weighted by review volume.

What it is, and why we rate it

One line each. Open a row for detail.

What it really isCassidy — a no-code AI automation platform enabling business teams to build AI agents and workflows grounded in their company's data.
Our takeCassidy empowers non-technical teams to create AI agents that leverage internal knowledge bases, facilitating intelligent automation across various business functions.
While the platform offers robust features and integrations, advanced capabilities and real-time data syncing are reserved for higher-tier plans.

Best / not good for

Best for
  • Business teams seeking no-code AI automation
  • Organizations needing AI grounded in internal data
  • Companies requiring deployment within existing tools
Not good for
  • Small businesses with limited budgets
  • Teams requiring real-time data syncing on lower-tier plans
  • Organizations needing advanced features without higher-tier plans
Trade-offs

Friction report

Trade-offs to know before signing up.

  1. Time to value
    Moderate: Initial setup requires connecting knowledge bases and configuring agents.
  2. Scale breakpoint
    Advanced features and real-time syncing are locked to higher-tier plans.
  3. Walled garden
    Moderate: Integrates with existing tools but advanced integrations require higher-tier plans.
Still a fit?
If none of these block you, start on the free plan.
Try Cassidy

Frequently Asked Questions

Is there a free version of Cassidy?

Cassidy does not offer a permanent free plan, but it does provide a 14-day free trial so teams can explore the platform and build their first agents before committing to a paid plan.

Do I need technical or coding skills to build agents on Cassidy?

No. Cassidy is built for non-technical users. Agents and workflows are configured through natural language and a visual interface, so anyone on your team can create automations without developer involvement.

What tools and apps does Cassidy integrate with?

Cassidy connects with over 100 tools out of the box, including Salesforce, Google Drive, SharePoint, Slack, Microsoft Teams, Zoom, Asana, monday.com, Airtable, and Office 365 apps. Custom integrations are also available via webhooks and API on higher-tier plans.

Is my company's data used to train AI models?

No. Cassidy explicitly does not use customer data to train AI models. Your data is used only to provide context for your own automations.

What types of businesses is Cassidy best suited for?

Cassidy is designed for mid-market to enterprise organizations across industries like healthcare, insurance, professional services, manufacturing, and logistics—any business where teams need AI agents that understand internal processes, terminology, and data without requiring a technical build-out.

Alternatives

  • Step up

    Enterprise plan for unlimited credits and dedicated support.

  • Lighter alternative

    Starter plan for small teams exploring AI automation.

Showing 1–2 of 2

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Tags

#ai-agents#no-code#workflow-automation

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