Move your team from Cassidy to Lindy.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Lindy — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in Cassidy is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Both products let teams surface agents in channels end-users already inhabit rather than requiring a separate login. Cassidy deploys agents via Chrome/Edge extension, Word/Excel/Gmail/Outlook add-ins, Slack, Teams, Google Chat, public API, and an embeddable browser widget. Lindy's comparable external-facing deployment surface is the Lindy Embed widget, which publishes a knowledge-aware agent as a chat widget on any webpage. To migrate a customer-facing Cassidy widget to Lindy: rebuild the underlying agent in Lindy's no-code builder (backed by a Knowledge Base), then publish it via Lindy Embed by copying the provided snippet into the target page. To migrate a Lindy Embed agent to Cassidy: recreate the agent in Cassidy and deploy via Cassidy's embeddable browser widget or public API, configuring the same knowledge sources. For internal team deployments (Slack/Teams), Cassidy is the more complete option; Lindy's equivalent for Slack/email-based access uses its inbox and calendar integrations rather than a dedicated Slack bot.
- Warning: Cassidy offers Slack, Teams, Google Chat, and Office add-ins as deployment channels natively; Lindy Embed is website-focused and does not replicate the Slack/Teams bot surface — internal-team workflows deployed via Cassidy's messaging integrations have no direct Lindy Embed equivalent.
- Warning: Lindy Embed is documented with a confidence of 0.55 in source data, meaning feature details (SSO, white-labeling, access controls) are not well-documented publicly — verify scope with Lindy sales before committing.
- Warning: Cassidy's public API deployment allows programmatic triggering from any system; Lindy's equivalent for API-triggered agents relies on its Webhook connector in Rails, which may require additional setup versus Cassidy's first-class API support.
Both Cassidy and Lindy let non-technical teams build AI agents in a no-code visual builder. To migrate from Cassidy to Lindy: export a description of each Cassidy agent's trigger, instructions, and connected integrations, then recreate each as a Lindy (Trigger + Actions + natural-language instructions) in Lindy's builder. Re-connect the same external apps (Gmail, Slack, HubSpot, etc.) via Lindy's integrations tab. To migrate from Lindy to Cassidy: replicate each Lindy's trigger/action chain as a Cassidy workflow or agent using Cassidy's no-code builder with AI-assisted setup; connect the same apps under Cassidy's integrations list. In both directions, capture the agent's prompt/instruction text as the new tool's system instructions before decommissioning the old agent.
- Warning: Cassidy's Starter plan caps agents at 5; Lindy does not publish a hard per-plan agent count cap — teams with more than 5 agents on Cassidy must confirm Lindy's limit before switching.
- Warning: Cassidy explicitly supports event-driven triggers via API and custom schedules on Business plan only; Lindy's trigger model is visual but the breadth of trigger types per plan is not granularly documented.
- Warning: Agent templates and pre-built starters differ: Lindy offers community templates (e.g. Basecamp, CRM automations); Cassidy's library focuses on sales/support/HR use-cases. Rebuilding from scratch may be needed when no equivalent template exists.
Both Cassidy and Lindy maintain large integration libraries covering CRM, email, calendar, docs, and project management. Cassidy lists 100+ integrations including HubSpot, Salesforce, Google Drive, Slack, Teams, Notion, Confluence, Jira, and Zapier. Lindy lists 100+ on its personal plans and cites 4,000+ total apps via its agent platform and Webhook connector. To migrate from Cassidy to Lindy: list every connected app in Cassidy, then authenticate the same apps in Lindy's integrations tab and map them to equivalent Trigger or Action steps in the rebuilt Rails/agents. To migrate from Lindy to Cassidy: export the list of connected accounts from Lindy and reconnect via Cassidy's integrations page, noting that Cassidy organizes them by function (CRM/Sales, Communication, Knowledge Management, Project Management, Enterprise). For apps not natively supported in the destination, use the Zapier connector (Cassidy) or Webhook connector (Lindy) as a bridge.
- Warning: Lindy claims 4,000+ integrations via its agent platform, but core native connectors are a smaller set; the extended catalog relies on a generic Webhook or third-party bridges. Cassidy natively lists ~100 connectors with function-specific categories — verify any niche connector exists natively before committing to a migration.
- Warning: Cassidy integrates AI model providers (OpenAI, Anthropic Claude, Google Gemini) as first-class connectors; Lindy's AI model routing is not documented as a configurable integration. Teams that switch AI models per workflow must confirm Lindy supports this.
- Warning: Enterprise connectors (Workday, SAP SuccessFactors, NetSuite, Xero) are listed in Cassidy's catalog; equivalent coverage in Lindy is not confirmed in published docs.
Both products maintain a knowledge base that agents query for grounded, company-specific answers. To migrate from Cassidy to Lindy: list all connected sources in Cassidy (Google Drive, Notion, Confluence, SharePoint, etc.) and re-connect each in Lindy's Knowledge Base settings, adding them as sources (websites, Google Docs, Notion pages, etc.). Cassidy's Starter plan syncs at 24-hour intervals; after moving to Lindy, verify the resync cadence by using 'Resync Knowledge Base Source' actions in Rails. To migrate from Lindy to Cassidy: note all Lindy KB sources and reconnect them via Cassidy's knowledge base connector list. Update any agent instructions that reference KB retrieval to reflect the new tool's syntax.
- Warning: Cassidy Starter plan limits the knowledge base to 100,000 pages with 24-hour sync; Lindy states 'no limit to the amount of data' but does not publish a refresh interval — verify actual sync timing before going live.
- Warning: Cassidy knowledge includes automatic terminology and process indexing; Lindy provides source citations per answer. If agents rely on Cassidy's company-specific glossary features, that context must be re-injected via Lindy's instructions field.
- Warning: Lindy supports 'Resync Knowledge Base Entry' for granular refreshes; Cassidy's Business plan offers instant sync — teams requiring near-real-time KB updates should confirm Lindy's resync latency.
Both platforms offer visual, no-code builders for multi-step workflows that span multiple apps. Cassidy calls its builder 'Workflows'; Lindy calls its equivalent 'Rails.' To migrate from Cassidy to Lindy: document each workflow's trigger, conditional branches, and actions with the apps they touch, then recreate each as a Lindy Rail (Trigger → Actions chain) with the same conditional logic expressed as natural-language instructions or using Lindy's conditional flow features. To migrate from Lindy to Cassidy: translate each Rail into a Cassidy workflow, mapping Lindy trigger types to Cassidy's equivalent triggers (events, schedules, API calls, or Slack/Teams messages) and reconnecting the same app integrations. In both directions, test each workflow end-to-end on the destination platform before retiring the source.
- Warning: Cassidy's 'advanced workflow actions' and custom event triggers are Business-plan only; teams on Cassidy Starter who rely on basic triggers may find equivalent features in Lindy's base plan, but advanced branching must be verified.
- Warning: Cassidy Starter caps workflows at 5; Lindy does not publish a hard workflow count limit per plan — confirm before migrating a large library of workflows.
- Warning: Lindy's Rails builder is documented as supporting 'conditional flows and multi-step processes' but the depth of branching logic (nested conditions, loops) is less explicitly specified than in Cassidy's feature list.