Cassidy AI — no-code AI agents and workflows on company knowledge

Use when

Your team wants no-code AI agents and workflows grounded in company docs and apps—internal Q&A, onboarding bots, and repeatable automations without building a custom stack from scratch.

Skip when

You need a code-first agent framework, only personal note-taking without org-wide connectors, or strict on-prem deployment with no cloud indexing.

Try instead

Use Uwarp agent builders and coding assistants when you want more control over runtime, plugins, or developer-first workflows.

• Coze overview
• Cursor overview
• DeepSeek Harness overview

• Cassidy AIThis page

  Pricing

  Free trial; paid team and business tiers—confirm live seat and connector limits

  Learning cost

  Low to moderate—no-code agent builder with connector setup

  Output limits

  No-code agents and workflows on indexed company knowledge and connected apps

  Privacy

  Company documents and queries index on Cassidy’s cloud service—review connector scopes

• Glean

  Pricing

  Enterprise search and AI—custom contracts

  Learning cost

  Moderate—enterprise search rollout with IT and security review

  Output limits

  Enterprise-wide search and AI answers across many SaaS sources

  Privacy

  Workplace content indexes on Glean’s cloud service under enterprise controls

• Microsoft Copilot Studio

  Pricing

  Included with Microsoft 365 / Power Platform licensing tiers—confirm entitlements

  Learning cost

  Moderate to high—Power Platform skills help for advanced agents

  Output limits

  Custom copilots and flows inside Microsoft ecosystem depth

  Privacy

  Data stays within Microsoft tenant boundaries when configured per admin policy

1. Cassidy AI — official site
2. Cassidy AI — pricing
3. Glean — official site
4. Microsoft Copilot Studio — official site

Free tier

Yes

Pricing summary

Cassidy AI is freemium: a free trial lets you explore agent building and connectors, while paid team and business plans raise seats, knowledge limits, and workflow capacity. Confirm live plan names and connector caps on the official pricing page—no dollar amounts are listed here.

Reviewed on 1 September 2026 · Cassidy AI — pricing

• No-code agent builder

  Create AI agents with prompts, tools, and triggers without shipping custom backend code.

• Company knowledge indexing

  Connect docs and apps so answers ground in your internal materials instead of generic web knowledge.

• Workflow automation

  Chain steps—retrieve context, draft content, route approvals—for repeatable internal processes.

• Team deployment

  Share agents across departments for support, HR, sales enablement, and onboarding use cases.

1. 1

   Connect trusted knowledge sources

   Index wikis, drive folders, and SaaS apps your agents should cite—start narrow before opening everything.

2. 2

   Build a focused first agent

   Pick one job—IT FAQ, onboarding buddy, or sales battlecards—and tune prompts before adding tools.

3. 3

   Add workflows for repeat tasks

   Automate multi-step internal requests that today live in Slack threads and email chains.

4. 4

   Review permissions and retention

   Validate connector scopes and who can publish agents before rolling out company-wide.

• Ops and enablement teams

  Staff who need internal assistants without waiting on a full engineering sprint.

• Growing startups with scattered docs

  Teams where answers live across Notion, Google Drive, and Slack and new hires ask the same questions.

• RevOps and support leads

  Groups that want grounded Q&A and lightweight workflows on product and policy knowledge.

Freemium with trial

A free trial explores core agent features; production use typically requires a paid team or business plan.

Connector-dependent grounding

Answer quality depends on which apps and folders you index—plan connector governance early.

Cloud-hosted workspace

Agents, workflows, and indexed content live in Cassidy’s online service unless the publisher offers a different deployment model.