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Average Ratings 0 Ratings
Description
Caddi is an innovative platform that leverages AI to streamline back-office tasks by identifying and automating repetitive activities within the existing tools that your team employs. It accomplishes this by analyzing user activity from various connected systems, which only requires read-only access, to pinpoint frequently executed manual processes, ranking them based on potential time savings and certainty, and highlighting which workflows should be developed. To onboard Caddi, you instruct it similarly to training a new employee: by sharing your screen to demonstrate the job, verbally explaining each step, outlining rules, addressing exceptions, and refining the workflow through conversation. Subsequently, Caddi creates an automated loop that integrates seamlessly with existing tools while also monitoring for any anomalies that may require further attention. The platform uses deterministic code for tasks that require precision, while employing AI for scenarios that involve decision-making, ensuring consistent handling of the same inputs. Every execution is meticulously logged and can be replayed, providing insights into the automation's decisions, the rationale behind those choices, and the permissions utilized. This comprehensive logging not only enhances transparency but also facilitates continuous improvement by allowing users to review and refine the automated processes over time.
Description
Caddie acts as an AI assistant for every sales call, functioning as a notetaker that communicates and sells effectively. It participates in sales conversations, actively listening and recalling pertinent information from the team's knowledge repository, thereby ensuring that sales representatives never have to respond with "let me get back to you" when potential clients inquire about pricing, integrations, recent metrics, product specifics, or other relevant topics already covered in the company's materials. By consolidating documents, the website, pricing details, and emails into a secure knowledge base, Caddie provides answers based solely on that information, eliminating any guesswork. Its design allows it to know the numbers thoroughly, emulate the most skilled sales representative, and facilitate the dialogue while the seller maintains focus on the prospect. In moments of uncertainty, Caddie can discreetly offer the correct information, prefacing with "Just to add—," and it only interjects when it can truly enhance the conversation. Furthermore, it has the capability to fact-check the discussion in real time, rectifying any inaccuracies in figures or misunderstandings from the prospect before they become entrenched in the dialogue. This continuous support ensures that the sales process remains smooth and informed throughout.
API Access
Has API
No
API Access
Has API
No
Integrations
Zoom
Yes
Box
Yes
Charles Schwab
Yes
Dropbox
Yes
Fidelity
Yes
Gmail
No
Google Calendar
No
Google Cloud Platform
Yes
Google Drive
No
HubSpot CRM
Yes
Integrations
Zoom
Yes
Box
No
Charles Schwab
No
Dropbox
No
Fidelity
No
Gmail
Yes
Google Calendar
Yes
Google Cloud Platform
No
Google Drive
Yes
HubSpot CRM
No
Pricing Details
$250 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Caddi
Founded
2024
Country
United States
Website
www.trycaddi.com
Vendor Details
Company Name
Caddie
Country
United States
Website
heycaddie.live/