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Average Ratings 0 Ratings

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ease
features
design
support

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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

The InstaLILY Platform serves as the essential backbone for every solution offered by Lily, founded on the principle that while work processes may evolve, the underlying foundation remains constant. By designing software that aligns with the actual operations of a business, Lily utilizes a unified platform for managing contracts, connectors, access, testing, deployment, identity, auditing, observability, and runtime functionality. Rather than building each solution from scratch, Lily leverages existing workflows, systems, data, decisions, approvals, and insights inherent to the business, crafting agents and automations tailored to the specific needs of the work. This includes managing tasks such as quotes, schedules, approvals, follow-ups, routing, service tickets, inventory checks, contract terms, and customer updates, along with addressing other complex workflows that standard tools fail to meet. The platform ensures consistency across all solutions by maintaining standards for typed and versioned contracts, scoped permissions, explicit schemas, runnable examples, clear error messages, observable behaviors, thorough testing, conformance checks, and safe upgrade paths. By doing so, Lily not only enhances operational efficiency but also promotes seamless integration of new capabilities as business needs change.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Box Yes 
Charles Schwab Yes 
Dropbox Yes 
Fidelity Yes 
Google Cloud Platform Yes 
HubSpot CRM Yes 
Intapp DealCloud Yes 
Microsoft Copilot Yes 
Notion Yes 
Salesforce Yes 
Slack Yes 
Zoom Yes 

Integrations

Box No 
Charles Schwab No 
Dropbox No 
Fidelity No 
Google Cloud Platform No 
HubSpot CRM No 
Intapp DealCloud No 
Microsoft Copilot No 
Notion No 
Salesforce No 
Slack No 
Zoom No 

Pricing Details

$250 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises Yes 
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 No 
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 Yes 
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

InstaLILY

Founded

2023

Country

United States

Website

www.instalily.ai/platform

Product Features

Alternatives

Alternatives

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