Cassidy AI
Builds AI assistants and automated workflows trained on your own company documents and tools, so answers and actions draw from what your business actually knows.
What it costs
| Tier | Price | For | Includes |
|---|---|---|---|
| Starter | $0 (14-day trial) | A small team testing whether an assistant trained on its own docs is useful. | 3 seats, 1 workspace, 10,000 AI credits a month, 30,000 pages of storage, limited meeting-recorder hours, basic integrations. |
| Business | Custom pricing, arranged via demo | A company ready to run automations in production and scale them across teams. | Custom seats and workspaces, custom AI credits and storage, premium onboarding, advanced workflow actions, real-time data syncing, document verification. |
Read from Cassidy AI's own pricing page on 25 Sep 2026. Vendors change prices without notice.
Where it breaks
Browser-based; connects to existing tools (Slack, Google Drive, Notion and similar) rather than requiring data to be re-entered into Cassidy itself.
First entry in this reference. There is no previous check to compare it against.
Cassidy’s pitch is narrower and more grounded than “build an AI agent”: it’s an assistant trained specifically on your own company’s documents, tickets and connected tools, so a question gets answered from your actual policy doc or your actual CRM record rather than a general model’s best guess. That grounding is the whole value proposition — a Y Combinator-backed company competing in a crowded field mostly on how reliably it cites your own sources.
Beyond Q&A, Cassidy builds out into workflows — automations that pull from those same connected documents and tools to complete a multi-step task, not just answer a question. That puts it in similar territory to Glean for the search-your-company’s-knowledge piece, but extended into actually acting on what it finds, closer to how Lindy frames itself.
The Starter tier is a genuine trial rather than an ongoing free plan — 14 days, after which a business either upgrades or loses access — so it’s worth going in with a specific use case to test (a support-ticket triage flow, an internal Q&A bot for HR policy) rather than exploring aimlessly. Business pricing is custom and gated behind a demo, standard for a tool whose cost scales with how much of your document and integration footprint you connect.
The honest comparison to make before buying is against your own team’s willingness to keep the connected knowledge base current — a Cassidy assistant trained on stale documents will confidently repeat stale answers, and the tool doesn’t fix a documentation discipline problem on its own.
Get Cassidy AI
Buying the tool is not the hard part.
The ebook is about what to hand over, in what order, and how you find out when it goes wrong. One payment, no subscription.