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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
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
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
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
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