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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
API Access
Has API
Integrations
Box
Charles Schwab
Dropbox
Fidelity
Google Cloud Platform
HubSpot CRM
Intapp DealCloud
Microsoft Copilot
Notion
Salesforce
Integrations
Box
Charles Schwab
Dropbox
Fidelity
Google Cloud Platform
HubSpot CRM
Intapp DealCloud
Microsoft Copilot
Notion
Salesforce
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
InstaLILY
Founded
2023
Country
United States
Website
www.instalily.ai/platform