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What is Caddie?
Caddie serves as an AI assistant during every sales interaction, acting as a notetaker that communicates and sells with precision. It engages in sales discussions by attentively listening and retrieving relevant information from the team's knowledge database, which guarantees that sales representatives can confidently answer inquiries regarding pricing, integrations, recent metrics, product details, or any other pertinent subject that has already been addressed in the company's resources, thus eliminating the need to say, "let me get back to you." By integrating documents, the website, pricing information, and emails into a secure knowledge base, Caddie delivers responses based solely on established information, removing any ambiguity from the conversation. Its architecture enables it to thoroughly understand the numbers, replicate the techniques of the top-performing sales representatives, and drive the discussion while the salesperson concentrates on the client. In times of doubt, Caddie can subtly provide the right information by prefacing with "Just to add—," ensuring its contributions genuinely enhance the dialogue. Additionally, it possesses the ability to fact-check the conversation in real time, correcting any erroneous figures or misconceptions from the prospect before they can solidify in the discussion. This ongoing assistance guarantees that the sales process is not only seamless but also well-informed at every step, fostering a more productive engagement between sales teams and potential clients. With Caddie on board, sales representatives can navigate conversations with greater confidence and efficiency.
What is Caddi?
Caddi is a cutting-edge platform designed to enhance back-office efficiency by utilizing artificial intelligence to detect and automate repetitive tasks within the tools your team already uses. It achieves this by examining user interactions across various connected systems, needing only read-only access, to identify manual tasks that are carried out frequently, ranking them according to potential time savings and reliability, while also indicating which workflows should be prioritized for development. The onboarding process for Caddi is akin to training a new team member; you guide it by sharing your screen, verbally outlining each task, clarifying rules, managing exceptions, and iteratively improving the workflow through discussion. Once onboarded, Caddi establishes an automated loop that integrates fluidly with your current tools, continuously monitoring for any irregularities that may need additional scrutiny. The platform employs deterministic programming for tasks requiring high precision and leverages AI for decision-making scenarios, ensuring consistent treatment of identical inputs. Every task execution is thoroughly documented and can be replayed, offering transparency into the automation's decisions, the reasoning behind those decisions, and the permissions that were utilized. This detailed documentation not only bolsters accountability but also promotes ongoing enhancement, enabling users to assess and refine the automated processes over time, ultimately leading to increased efficiency and productivity. By continuously iterating on its automation capabilities, Caddi helps teams adapt to evolving workflows and challenges in their operations.
Integrations Supported
Zoom
Box
Charles Schwab
Dropbox
Fidelity
Gmail
Google Calendar
Google Cloud Platform
Google Drive
HubSpot CRM
Integrations Supported
Zoom
Box
Charles Schwab
Dropbox
Fidelity
Gmail
Google Calendar
Google Cloud Platform
Google Drive
HubSpot CRM
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Pricing Information
$250 per month
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Caddie
Company Location
United States
Company Website
heycaddie.live/
Company Facts
Organization Name
Caddi
Date Founded
2024
Company Location
United States
Company Website
www.trycaddi.com