Cassidy
Cassidy
★ #41 in AI PlatformsProduct status: Status not recorded
No lifecycle review is recorded for this listing. Its inclusion in the directory does not confirm current availability; check the vendor before relying on it.
No status check date recorded
Hosted agents and workflows using connected company knowledge, with meetings, tool actions and plan-specific credits and permissions. No lifecycle review is recorded for this listing. Its inclusion in the directory does not confirm current availability; check the vendor before relying on it.
Product preview
Decision notes
Official-document research
Based on the cited documentation. We did not use the product, purchase a plan, or run quality, speed or reliability tests in this review.
Consider it for
- Business teams able to govern sources, permissions and human approval
Choose another approach if
- Sensitive-data work without a suitable overriding agreement
- Assuming fixed per-conversation fees or perpetual free capacity
Pricing and conditions
Current terms unconfirmed
Standard terms specify USD, tax-exclusive, generally non-refundable/non-cancellable fees; actual amount, regional tax and order period need confirmation. The page lists Starter 3 seats/1 workspace/10K AI credits per month, 5 agents/5 workflows and a 14-day trial, but no paid amount. Storage is 30K pages on the card versus up to 100K in the comparison. Business/Enterprise naming and exact feature eligibility differ across the page. Credits depend on tokens/model/actions, reset each billing period without rollover except negotiated Enterprise terms; docs say exhaustion pauses AI, while pricing says uninterrupted top-ups. Verify the order, extra-credit rates and limits. Unless the order differs, renewal needs 30 days' non-renewal notice; cancellation does not remove remaining-term fees.
Pricing source read:
Pricing or terms sourceCode, model and service licensing
Proprietary access is for the customer's business; trials/betas are internal evaluation and no source or model-weight grant is implied. Customer Materials and their generated output remain the customer's as between parties, while Cassidy Materials and output generated from them remain Cassidy property. Output is nonunique and requires third-party clearance; model-training use of features/output is restricted. AI-processed Customer Materials cannot be used by Cassidy or third parties for training, but service/legal/policy processing and separate usage/deidentified data rights remain. Standard terms prohibit health, financial, employment, credential and other listed sensitive data. Paid customers have 14 days to export after termination (not trials), deletion within 60 days with backup/record/legal exceptions; private storage is not ZDR.
Basis and limits of the recorded score
Original 4.5/5 retained; its original scoring worksheet and hands-on evidence are unavailable. This documentation review did not re-score it.
Overview
Cassidy connects documents, wikis, meetings and business tools to a hosted knowledge base used by agents and multi-step workflows. It also documents meeting transcription, deployment in workplace tools and administrative roles. Connected knowledge supplies context; this does not mean the vendor trains foundation models on the uploaded corpus.
Check the purchased plan, permitted data and action scope before connecting internal systems. Public storage limits and credit-exhaustion descriptions conflict, so actual entitlements require order confirmation. The standard terms prohibit several sensitive-data categories despite broad compliance marketing; outputs and actions still need human review.
Sources
The factual claims in this review were read from the pages below. Each date is when an editor last opened the source, not when the product changed.
- Vendor site Checked 2026-10-15
- Vendor documentation Checked 2026-10-15
- Vendor pricing page Checked 2026-10-15
- Vendor documentation Checked 2026-10-15
- Vendor documentation Checked 2026-10-15
- Vendor documentation Checked 2026-10-15
Pros / Cons
Pros
- Knowledge and actions in one documented workspace
- Credit, role and workflow administration
Cons
- Plan limits and exhaustion wording conflict
- Sensitive-data restrictions and hosted retention need review
Who it's for
Draft answers from permitted internal documents
Reviewable meeting follow-ups and business workflows
Bottom line
Evaluate a bounded workflow after confirming plan, credits, allowed data and output ownership; a compliance badge is not a permission to upload everything.
Key Features
Tags
Frequently asked questions
Is Cassidy currently available?
No lifecycle review is recorded for this listing. Its inclusion in the directory does not confirm current availability; check the vendor before relying on it.
What is Cassidy?
Cassidy is a AI Platforms tool developed by Cassidy. Hosted agents and workflows using connected company knowledge, with meetings, tool actions and plan-specific credits and permissions.
What costs and terms should I check for Cassidy?
Standard terms specify USD, tax-exclusive, generally non-refundable/non-cancellable fees; actual amount, regional tax and order period need confirmation. The page lists Starter 3 seats/1 workspace/10K AI credits per month, 5 agents/5 workflows and a 14-day trial, but no paid amount. Storage is 30K pages on the card versus up to 100K in the comparison. Business/Enterprise naming and exact feature eligibility differ across the page. Credits depend on tokens/model/actions, reset each billing period without rollover except negotiated Enterprise terms; docs say exhaustion pauses AI, while pricing says uninterrupted top-ups. Verify the order, extra-credit rates and limits. Unless the order differs, renewal needs 30 days' non-renewal notice; cancellation does not remove remaining-term fees.
Is Cassidy open source?
Proprietary access is for the customer's business; trials/betas are internal evaluation and no source or model-weight grant is implied. Customer Materials and their generated output remain the customer's as between parties, while Cassidy Materials and output generated from them remain Cassidy property. Output is nonunique and requires third-party clearance; model-training use of features/output is restricted. AI-processed Customer Materials cannot be used by Cassidy or third parties for training, but service/legal/policy processing and separate usage/deidentified data rights remain. Standard terms prohibit health, financial, employment, credential and other listed sensitive data. Paid customers have 14 days to export after termination (not trials), deletion within 60 days with backup/record/legal exceptions; private storage is not ZDR.
What are the best alternatives to Cassidy?
Notable AI Platforms alternatives include Hugging Face, Replicate, Ollama. Browse all 138 tools in our AI Platforms category for a full overview.
Was this listing useful?
Basic Info
- Pricing
- Paid
Standard terms specify USD, tax-exclusive, generally non-refundable/non-cancellable fees; actual amount, regional tax and order period need confirmation. The page lists Starter 3 seats/1 workspace/10K AI credits per month, 5 agents/5 workflows and a 14-day trial, but no paid amount. Storage is 30K pages on the card versus up to 100K in the comparison. Business/Enterprise naming and exact feature eligibility differ across the page. Credits depend on tokens/model/actions, reset each billing period without rollover except negotiated Enterprise terms; docs say exhaustion pauses AI, while pricing says uninterrupted top-ups. Verify the order, extra-credit rates and limits. Unless the order differs, renewal needs 30 days' non-renewal notice; cancellation does not remove remaining-term fees.
- Editorial score
- ★ 4.5 / 5 How we score
- Platforms
- WebChrome
- Last verified
- Not recorded
