Caddie
AI sales copilot that joins live calls to research and answer questions.
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Caddie is an AI copilot designed to join live sales calls on platforms like Zoom, Google Meet, and Microsoft Teams. It listens to the conversation in real-time, conducts instant research by pulling facts from a private knowledge base (compiled from documents, websites, pricing sheets, and emails), and feeds the correct information to the user or speaks up directly when they get stuck. This prevents reps from stalling or having to say 'let me get back to you,' helping to maintain deal momentum and improve closing rates.
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- Real-time knowledge base retrieval from connected docs, site, pricing, and emails
- Automated meeting joining via Google Calendar integration (Zoom, Meet, Teams)
- Live spoken or visual assistance when the sales representative hesitates or stalls
- Live call fact-checking to gently correct misremembered numbers or misunderstandings
- Post-call dashboard with full transcripts, answers given, and automatic knowledge gap filling
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To use Caddie, start by connecting your Google Calendar, Gmail, and Google Drive to let it automatically learn about your product and schedule. When a scheduled sales meeting begins on Zoom, Google Meet, or Teams, Caddie automatically joins the call. As you talk with a prospect, Caddie will listen and provide the right facts live via an on-screen card or by speaking out loud when prompted with 'hey Caddie'.
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- Instantly retrieving exact enterprise pricing or integration details mid-call without pausing the conversation
- Correcting a misstated product capability or metric live on a call before the mistake sticks
- Reviewing full transcripts and analyzing where sales deals stall via the post-call dashboard
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