Agents
Manage your AI Agents, including editing, fine-tuning, and permissions.
By Jake1 author25 articles
Overview of AgentsDiscover the power of AI Agents in Cassidy
Creating an AgentBuild custom AI Agents to help with specific tasks and workflows
Editing an AgentModify and customize your AI Agent's configuration and settings
Using the Agent CopilotGet AI assistance while building and editing Agents
Publishing Agents and reviewing version historyManage Agent versions and publishing
Creating Agent foldersOrganize your AI Agents
Managing Agent permissionsControl access to your AI Agents
Call WorkflowExecute Workflows directly within Agent conversations
Importing and exporting an AgentTransfer Agents between organizations or backup your configuration
Connectors
Connect Agents to external systems like CRMs, databases, and business tools to query and update records in real time
Overview of ConnectorsConnect your external systems to Cassidy Agents
Snowflake ToolQuery and analyze data from your Snowflake database
HubSpot ToolConnect to HubSpot data within your Agent conversations
Salesforce ToolUse Salesforce data and functionality within your Agent
Airtable ToolUse Airtable data and functionality within your Agent
Capabilities
Extend Agent functionality with built-in tools for data analysis, web search, image generation, and more
Overview of CapabilitiesExtend what your Agents can do
Data AnalysisUse Agents to analyze and interpret your data
Web SearchAllows Agents to search the internet for information
Image GenerationAllows the Agent to generate images based on user requests
Artifacts ToolBuild interactive tools and visualizations directly in Chat
Browser UseAutomate interactive web browsing tasks directly from Chat
External Deployments
Explore external deployment options like Microsoft Teams, Slack, Embed, APIs, and more
Deploying Agents to SlackIntegrate Cassidy Agents into Slack
Deploying Agents to Microsoft TeamsIntegrate Cassidy Agents into Microsoft Teams
Deploying Agents to Google ChatIntegrate Cassidy Agents into your Google Chat workspace.
Deploying Agents via EmbedEmbed Cassidy Agents on your website
Deploying Agents via APIIntegrate Cassidy Agents into your application