Notetaker that speaks and sells
Caddie is a live sales copilot that joins your calls to answer questions from your private knowledge base—instantly and accurately. It falls under the category of AI meeting assistants but goes beyond passive note-taking by actively participating in conversations. Designed for sales professionals, account executives, and customer success managers, it helps you maintain conversation flow without pausing to look up information. The core value proposition is simple: never stall on a prospect's question again. Caddie listens, retrieves, and speaks answers live, grounded in your own docs, pricing, and emails. This allows you to maintain momentum, build trust, and close deals faster. As one quiet copilot, it never interrupts but steps in exactly when needed, ensuring you always have the right fact at the right moment.
The problem Caddie solves is the common sales scenario where a prospect asks a specific question about pricing, integration, or past data, and you don't have the answer at your fingertips. You say "let me get back to you," and the momentum dies. The prospect loses confidence and often disengages. Traditional fixes don't work: reading from a notes doc is impossible while talking, and having a second rep on every call is expensive and impractical. The answer was sitting in your own materials—pricing PDFs, help articles, internal emails—but you couldn't access it in real time. Caddie bridges that gap by connecting your knowledge base directly to the call, so every answer is available the moment the question is asked. This prevents stalls, keeps the conversation flowing, and ensures the prospect gets an immediate response, ultimately preventing leakage from deals that might otherwise go cold.
Caddie's "Answers from your knowledge" feature works by pulling your documents, website, pricing sheets, and emails into a private, searchable knowledge base. During a call, when a question is asked, Caddie retrieves the most relevant information and either displays it on your screen via a private Caddie card or speaks it out loud. The response is grounded only in your content, eliminating hallucinations or guesswork. It knows your numbers cold and delivers them in a tone that sounds like your best rep. This means you never have to worry about outdated facts or incorrect numbers—every answer is sourced from the materials you trust. The benefit is immediate credibility: the prospect gets a confident, accurate answer without waiting, and you stay in control of the conversation. The source is always shown on the card, so you can verify if needed.
The "Steps in when you stall" feature is designed for those moments of hesitation. Caddie detects when you pause—phrases like "let me check" or "I'm not sure"—and quietly supplies the right fact, leading with "Just to add—." It speaks only when it genuinely adds value, never pitching or talking over you. This ensures that the correction feels natural and supportive rather than intrusive. The feature works because Caddie listens to the entire conversation context, not just keywords, so it knows exactly when and how to step in. The result is that you can continue speaking with confidence, knowing that if you miss a detail, your copilot has your back. Prospects perceive seamless expertise, and the call maintains its rhythm without awkward silences. It's like having a second rep who is always prepared but never interjects unnecessarily.
Publisher
A
admin
Launch Date2026-06-08
Pricingfree
Domain Authority
Ahrefs DR1/100