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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
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
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
Poetic
Founded
2023
Country
United States
Website
poetic.com/product
Product Features
Product Features
Alternatives
No Alternatives