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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 
Intapp DealCloud Yes 
Microsoft Copilot Yes 
Microsoft Teams No 
Notion Yes 
Salesforce Yes 
Slack 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 
Intapp DealCloud No 
Microsoft Copilot No 
Microsoft Teams Yes 
Notion No 
Salesforce No 
Slack 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/

Product Features

Product Features

Alternatives

Alternatives

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