Mid-size business teams in insurance, industrial and professional services can start free with 3 seats; Business pricing is by quote.
Kenning's take
What it does
Cassidy lets business teams build AI agents and multi-step workflows that draw on a company knowledge base. It covers uses such as proposals, support, sales enablement and meeting follow-ups, with features for human review. It focuses on insurance, industrial, benefits and professional services firms.
- Company knowledge base
- No-code AI agents
- Multi-step workflows
- Meeting notes to actions
- Human-in-the-loop review
Who it suits. Operations and business teams in mid-size and large companies.
Key facts
- Category
- Business tools
- Made by
- Cassidy
- How to get it
- Start free on the Starter plan, or book a demo for Business
- Works on
- Web
- Free plan
- Starter plan free to start; 14-day free trial
Pricing
| Plan | Price | Billed |
|---|---|---|
| Starter | $Not stated | month |
| Business | Custom pricing | custom |
FAQ
Is there a Cassidy free trial?
Yes, a 14-day free trial.
What does Cassidy do?
It lets teams build AI agents and workflows that use their company's own documents and knowledge.
Facts from the maker's own pages and the sources listed. Checked 2026-10-11.
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