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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

Enhance engagement and streamline automation throughout every phase of the customer journey. Transition from conventional CRM systems to a comprehensive, journey-focused customer engagement platform. Whether seeking a replacement for your existing system or aiming to expand and strengthen your current setup, Pega is here to assist you. The effectiveness of your agents is crucial to achieving success. Ensure your team remains connected, efficient, and productive, no matter their location. Customers desire to feel valued and cared for; deliver them proactive, tailored, and seamless experiences across all channels. In today’s competitive landscape, comprehensive capabilities are essential. Reduce expenses and maximize your channel effectiveness through intelligent automation and efficient case management. Facilitate the connection and automation of tasks across teams and systems to expedite the resolution of customer inquiries. Pega’s AI-driven case management adjusts to various customer service needs, while pre-established microjourneys, based on industry best practices, serve as quick-start templates. This enables you to launch initiatives promptly and efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ABBYY Mobile Capture
Box
Capgemini Intelligent Automation Platform
CognitiveScale Cortex AI
Diabolocom
Dropbox
Fidelity
Google Cloud Anti Money Laundering AI
Google Cloud Platform
HubSpot CRM
Intapp DealCloud
Microsoft Copilot
Notion
OneSpan Identity Verification
Quavo
Sales Robots
Salesforce
Slack
Syntasa
Zoom

Integrations

ABBYY Mobile Capture
Box
Capgemini Intelligent Automation Platform
CognitiveScale Cortex AI
Diabolocom
Dropbox
Fidelity
Google Cloud Anti Money Laundering AI
Google Cloud Platform
HubSpot CRM
Intapp DealCloud
Microsoft Copilot
Notion
OneSpan Identity Verification
Quavo
Sales Robots
Salesforce
Slack
Syntasa
Zoom

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

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com/es/products/crm-applications

Product Features

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Alternatives

Alternatives

Caddie Reviews

Caddie

Caddie Limited