What is Cassidy?
Knowledge-grounded agents and workflows for business automation.
Who is Cassidy best for?
Cassidy is best for insurers and professional services firms whose non-technical staff build AI workflows from company files.
Insurance teams
Brokers, carriers and MGAs use it to pull data from submissions, compare policy terms and route cases by their own underwriting rules.
Professional services firms
It drafts proposals, RFP responses and client documents from a firm's templates, approved answers and past work.
Sales and support teams
Agents answer deal and customer questions from contracts and CRM records, and workflows triage and route support tickets.
Business teams without engineers
A no-code builder lets staff describe a process and build it, then run it inside Slack, Teams, Chrome, Word, Excel or Outlook, while admins keep SSO, permissions and usage controls.
How much does Cassidy cost?
Cassidy does not publish prices: its Starter plan is bought inside the app after a 14-day free trial, and its custom Business plan is sold through a demo.
Cassidy names two plans without prices: Starter, with 3 seats, 1 workspace and 10,000 AI credits a month, and a custom Business plan sold through a demo. Starter prices appear only in the app's billing settings after sign-in, with monthly or discounted annual billing. Plans and current prices are on cassidyai.com.
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What are the best Cassidy alternatives?
Three tools on Recaply do Cassidy's job.
Questions about Cassidy
What is Cassidy?
Knowledge-grounded agents and workflows for business automation.
Who is Cassidy for?
Cassidy is best for insurers and professional services firms whose non-technical staff build AI workflows from company files.
How long is Cassidy's free trial?
Cassidy's free trial lasts 14 days and starts from the Start Trial button on its site. After it, an admin picks a plan under Billing in Organization Settings and pays through Stripe checkout, or the team books a demo for a custom Business plan.
What are the best Cassidy alternatives?
The closest alternatives on Recaply are Aureo.io, Gumloop and Arkle.
Where can I try Cassidy?
On its official website, cassidyai.com.
What happens when Cassidy's AI credits run out?
Cassidy keeps running when a team nears its credit limit: it sends a warning and offers a credit top-up or a plan upgrade. Each agent chat and workflow run uses credits based on its length and the model chosen, and admins can set usage alerts and caps.
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