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Average Ratings 0 Ratings

Total
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

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Zoom
Box
Charles Schwab
Dropbox
Fidelity
Gmail
Google Calendar
Google Cloud Platform
Google Drive
HubSpot CRM
Intapp DealCloud
Microsoft Copilot
Microsoft Teams
Notion
Salesforce
Slack

Integrations

Zoom
Box
Charles Schwab
Dropbox
Fidelity
Gmail
Google Calendar
Google Cloud Platform
Google Drive
HubSpot CRM
Intapp DealCloud
Microsoft Copilot
Microsoft Teams
Notion
Salesforce
Slack

Pricing Details

$250 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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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