Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Poetic is an advanced AI framework that assimilates knowledge similarly to other AI systems, yet it operates with the exactness characteristic of programming. Its purpose is to convert various inputs, including procedures, training resources, audio recordings, visual workflow representations, and historical case studies, into effective automation processes. Users have the ability to upload standard operating procedures, PDFs, training videos, and additional documentation related to processes, which Poetic then analyzes to generate an initial draft of an automated workflow. Following this, it enhances its outputs by integrating expert feedback, progressively refining its performance under the mentorship of the organization’s most skilled personnel until achieving a level suitable for production. For instance, when tasked with reviewing a dispute case, Poetic assesses card freeze and unfreeze events, articulates the outcome of the investigation, presents the evidence utilized, and incorporates suggestions to enhance its decision-making process. This includes broadening the review timeframe to identify more instances of first-party fraud, ultimately leading to improved accuracy and quality in decision-making. In this way, Poetic not only automates workflows but also evolves to meet the specific needs of the organization more effectively over time.

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 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 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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Caddi

Founded

2024

Country

United States

Website

www.trycaddi.com

Vendor Details

Company Name

Poetic

Founded

2023

Country

United States

Website

poetic.com/product

Product Features

Product Features

Alternatives

Alternatives

AgentC Reviews

AgentC

Celonis
CADDIE Reviews

CADDIE

Odin Vision
Caddie Reviews

Caddie

Caddie Limited