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.

Reviewed · Updated 2026-06-21

Cassidy

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

Reviewed by the Conversion Gems editorial team · 2026-06-21

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Pricing

Free Trial

Best for

Business teams that want to deploy AI agents across sales, support, and operations without writing code

Community ratings

5.0/ 5 aggregate · across 1 source

5.05+ reviews

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

What it really is

Cassidy — a no-code AI automation platform enabling business teams to build AI agents and workflows grounded in their company's data.

Our take

Cassidy 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 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

Friction report

Time to value

Moderate: Initial setup requires connecting knowledge bases and configuring agents.

Scale breakpoint

Advanced features and real-time syncing are locked to higher-tier plans.

Walled garden

Moderate: Integrates with existing tools but advanced integrations require higher-tier plans.

Frequently Asked Questions

Alternatives

Step up

Enterprise plan for unlimited credits and dedicated support.

Lighter alternative

Starter plan for small teams exploring AI automation.

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