Cassidy AI review (2026): is it worth it?
No-code agents and workflows grounded in company knowledge
Black Friday: is there a Cassidy AI sale?
Cassidy AI report card
Weak · out of 4.0 · graded Nov 13, 2026
Best for no-code AI agents on company knowledge
Cassidy builds agents and workflows from plain language and company documents. No price is published, both plans go through Book a demo, and SSO, audit logs and retention controls are Business only.
Who Cassidy AI is for
- Fits if you want agents that read your company documents inside Slack or Teams
- Works for small teams on Starter's 3 seats
Who Cassidy AI is not for
- 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
Why Cassidy AI gets a 1.8
Five grades, each with its reason. The GPA is their average: an A is 4 points, an F is none.
- CValue for moneyNo price is published, and both Starter and Business go through Book a demo, so we rate it at the ordinary grade.
- FFree plan and trialNo free plan and no trial; both plans start at a demo.
- CFeaturesAgents, workflows, a knowledge base and a meeting recorder, with model choice. Starter has 5 agents, 5 workflows and 10,000 credits a month, and knowledge sync is every 24 hours there.
- CEase of useAgents and workflows to build and sources to connect. We found no store rating.
- BPlatforms and integrationsWeb app plus a browser extension, with Slack, Teams, Google Chat, Salesforce, HubSpot, Notion, Zendesk, Drive and SharePoint connections and an API. No desktop or phone app.
What these grades rest on. Graded from this listing, whose facts were read from Cassidy's own pages on 13 November 2026. Not based on using the product, and shorter than our full reviews. How we review and grade.
Make Cassidy AI? Put this grade on your site
Paste this where you want the badge. It links here and follows the grade if it changes. About badges
<a href="https://toolgpa.com/tools/cassidy-ai#review"><img src="https://toolgpa.com/badge/cassidy-ai.svg" alt="Cassidy AI: 1.8 GPA on ToolGPA" width="196" height="56"></a>Where Cassidy AI stands among AI agents
Cassidy AI's GPA of 1.8 is higher than 30 of the 178 other AI agents we grade, and level with 33.
It stands best on platforms and integrations (B, above 47 of 178) and worst on free plan and trial (F, above 0).
Each grade against the category
Every bar is all 179 AI agents we grade, cut by the letter each got. Cassidy AI’s own letter is outlined.
- CValue for moneyAbove 28 of 178, level with 106
- FFree plan and trialAbove 0 of 178, level with 54
- CFeaturesAbove 2 of 178, level with 130
- CEase of useAbove 36 of 178, level with 132
- BPlatforms and integrationsAbove 47 of 178, level with 121
Keep Cassidy AI, or make your own?
Keep it
To replace Cassidy AI you would be making an AI agent, with the models and the safeguards behind it. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 115 of the 178 other AI agents grade higher.
What you could not
- An AI agent, with the models and the safeguards behind it.
- Connections to other products, each kept working as those products change.
- A builder that other people can use without writing code.
- A bot that joins your calls and turns the talk into notes.
What this rests on. Cassidy AI’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
What is Cassidy AI?
Cassidy is a platform for business teams to build AI agents and multi-step workflows without code. Agents draw on a knowledge base synced from tools such as Google Drive and SharePoint, and can run on models from OpenAI, Anthropic and Google. The vendor aims it at insurance, professional services, manufacturing and similar document-heavy businesses.
Worth knowing
- 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.
Key features
- 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.
Cassidy AI pricing
We could not confirm Cassidy AI’s current pricing from its own site, so we are not listing plans here. See cassidyai.com for current prices.
Works with
Cassidy AI alternatives
- Cassidy AI vs Dust
Free trial · from $24/mo
- Cassidy AI vs Relevance AI
From $19/mo
- Cassidy AI vs Lindy
Free trial · from $29.99/mo
- Cassidy AI vs Gumloop
Free trial · from $37/mo
- Cassidy AI vs Vellum
Free plan · from $30/mo
Common questions
Does Cassidy AI have an Android app?
No Android app was listed when its pages were read on Nov 13, 2026. Cassidy AI is listed for Web.
Does Cassidy AI have an iPhone app?
No iPhone app was listed when its pages were read on Nov 13, 2026. Cassidy AI is listed for Web.
Is Cassidy AI open source?
Cassidy AI is not described as open source on its own site, as read on Nov 13, 2026.
Sources for this page
The prices, plans, platforms and features above were read from these pages on Nov 13, 2026.