Cassidy AI vs Relevance AI (2026): which should you pick?

Pick Cassidy AI if

• Fits if you want agents that read your company documents inside Slack or Teams
• Works for small teams on Starter's 3 seats

Look elsewhere if

• Skip it if you want a price, since both plans are behind a demo
• Tight if you grow past Starter: 3 seats, 5 agents and 5 workflows
• Watch out: SSO, audit logs and retention controls are on Business only
• Skip it if you want desktop or phone apps, because there aren't any

Pick Relevance AI if

• Fits if your sales or support team wants research, outreach and CRM updates done by agents
• Works for organizations that want to bring their own model API keys

Look elsewhere if

• Not for you if you want to try before you pay, as the Free plan has been retired and no trial is listed
• Pricey if your agents are busy, since extra Actions cost $80 per 1,000 and plan Actions reset at renewal
• Skip it if you need calling or meeting agents on a budget, because they start at Team, from $234 a month
• Skip it if you need SSO, RBAC or audit logs, which are Enterprise only
• Watch out: the website's pricing page lists only Enterprise, and Pro and Team prices are in the docs

Cassidy AI

• No price is published. Both the Starter and Business plans are reached through Book a demo.
• Starter is listed with 3 seats, 1 workspace, 5 agents, 5 workflows, 10,000 AI credits a month and 30,000 pages of storage.
• SSO, audit logs and data retention controls are listed under Business only.
• Only the browser extension and add-ins run outside the web app; there are no desktop or mobile apps listed.

Relevance AI

• The Free plan has been retired for new and existing accounts, so every organization needs a paid plan.
• Plan Actions reset at each renewal, and extra Actions cost $80 per 1,000.
• Calling and meeting agents and the analytics dashboard start at Team; SSO, RBAC and audit logs are Enterprise only.
• The website's pricing page lists only Enterprise; Pro and Team prices are published in the documentation.

Cassidy AI

Agents

Agents are created in plain language and connected to company sources. They can be used in Slack, Microsoft Teams, Google Chat, a browser extension, Office add-ins, or through an API.

Workflows

Multi-step automations with scheduled and custom triggers, conditional logic, human-in-the-loop approval steps, retries and bulk runs.

Knowledge base

Stores company documents as pages and keeps them in step with sources such as Google Drive and SharePoint. Sync is every 24 hours on Starter and instant on Business.

Meeting recorder

Captures and transcribes meetings so the transcript can feed agents and trigger workflows. Starter gets limited hours.

Model choice

The pricing page lists OpenAI models, Claude models and Google Gemini, with a limited choice on Starter.

Relevance AI

Agents and Tools

Agents complete tasks on their own using Tools, which are assembled in a no-code builder from API calls, LLM prompts and custom code. Both are unlimited on every plan.

Workforces

A visual canvas connects specialist agents into a team, with AI-driven handoffs, fixed sequences or conditional logic deciding how work moves between them.

Invent

A built-in agent that works through a business process with you, then creates the Agents, Tools, Triggers and Workforces for it and proposes improvements after launch.

Chat on web and mobile

Agents and Workforces can be @mentioned in a chat interface at chat.relevanceai.com, in a desktop app, and in native Android and iOS apps.

Integrations and triggers

Native integrations ship with ready-made actions and triggers, and a Pipedream connection extends the catalog to 2,000+ services. Custom API calls cover the rest.

Actions and Vendor Credits

Plans count Actions, one each time an agent runs a Tool, separately from Vendor Credits, which pass model and tool costs through with no markup.

Cassidy AI

Pricing could not be confirmed. See cassidyai.com.

Relevance AI

• Pro$19

  per month, billed annually; $29 billed monthly

  2,500 Actions and $20 of Vendor Credits a month, unlimited agents, tools and workforces, 2 build users, 1 project and your own API keys.

• Team$234

  per month, billed annually; $349 billed monthly

  7,000 Actions and $70 of Vendor Credits a month, 5 build users, 45 end users, 5 shared projects, calling and meeting agents and priority support.

• EnterpriseCustom

  Custom Actions and Vendor Credits, unlimited users and projects, agent evaluations, SSO, RBAC, audit logs and a dedicated account manager.

Cassidy AI

No public discounts listed.

Relevance AI

• Annual discount

  Save 33% with annual billing

  Relevance AI's documentation says annual billing saves 33% over the monthly rate: Pro is $19 a month instead of $29, and Team is $234 instead of $349.