Caddie
Caddie joins your sales calls and answers live from your own knowledge base — out loud or on a private card.
If your pain is stalling mid-demo, Caddie targets it head-on: it answers from your materials instead of recording the call for later, and its live fact-check catches a misquoted price before the prospect writes it down. Testing is cheap — a $0 tier with 60 call-minutes, one user, and no credit card. Just remember it's beta, and a copilot that sometimes speaks isn't the same buy as a silent note-taker.
Verified 15h ago · liveness 74/100 · cite: rightaichoice.com/tools/caddie
- Sales reps on live discovery calls who need exact product or pricing details instantly
- Account executives fielding technical and pricing questions solo
- Founders running demos without a second person on the call
- Revenue teams trying to cut follow-up emails about unanswered questions
- Teams needing deep CRM sync into Salesforce or HubSpot
- Users who want a strictly silent assistant with no spoken interjections
- Customer support, recruiting, or other non-sales call types
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Skip Caddie if you need the copilot to stay completely silent, if your product docs are scattered or stale outside Google Drive, or if you need CRM pipeline sync rather than live in-call recall.
The Free tier stops at 60 call-minutes with one user, so a rep running several demos a week will hit the ceiling mid-month and need to talk to the vendor about Team pricing.
The published Free tier — $0/mo, 60 call-minutes, one user, no credit card — is genuinely cheap for a solo rep or founder testing live recall on a handful of calls. If you are a small team comparing against per-seat note-takers that publish a fixed monthly rate, get the Team quote in writing before you
In short
Caddie — Caddie joins your sales calls and answers live from your own knowledge base — out loud or on a private card. Best for Sales reps on live discovery calls who need exact product or pricing details instantly, Account executives fielding technical and pricing questions solo, Founders running demos without a second person on the call. Free to use.
What people actually say about Caddie — is it worth it?
We scanned public community sources for Caddie on Aug 16, 2026 and could not establish that the discussion we found is about this tool rather than something else sharing its name. Our own analysis of that scan says the posts were off-subject. Rather than publish a sentiment score built on the wrong subject, we publish nothing here and re-run the scan.
Viability Score
How well maintained and how widely used is Caddie? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: October 2026
How we score →Key Features
- Real-time answer retrieval during live sales calls
- Silent answer cards visible only to the rep
- Spoken interjections leading with "Just to add—"
- Live fact-checking that corrects misremembered numbers mid-call
- Private knowledge base built from docs, site, pricing, and emails
- Answers grounded only in your own content, with source attribution
- Auto-joins meetings straight from Google Calendar
- Works on Zoom, Google Meet, and Microsoft Teams
- "Hey Caddie" wake word for mid-call questions
- Triggers on hesitation cues like "let me check" or "I'm not sure"
- Post-call transcripts, recorded and searchable
- Every surfaced fact shown with its source
- Flags unanswered questions and backfills gaps from your website
- Hedged "correct me if I'm wrong" checks for older facts
- Zeroserve compatibility claiming 3x throughput and 70% lower latency (2026-06-14)
About Caddie
Caddie is a live AI copilot that sits in on your sales calls. Connect Google Calendar, Gmail, and Drive and it builds a private knowledge base from your docs, site, pricing, and emails, then auto-joins Zoom, Google Meet, or Teams meetings straight from your calendar — no bot link to paste. As you talk it listens, retrieves, and answers either as a private card only you see or as a spoken interjection leading with "Just to add—." Say "hey Caddie" mid-call to ask it something directly. Answers are grounded only in your own content and every one shows its source — the vendor's demo cites an enterprise pricing answer to "pricing.pdf." Caddie also fact-checks in real time, gently correcting misremembered numbers before they stick and hedging older facts with a "correct me if I'm wrong" check rather than stating them as gospel. It triggers on hesitation cues like "let me check" or "I'm not sure," and the vendor says it speaks only when it genuinely adds value. After the call the dashboard holds full searchable transcripts, every fact surfaced with its source, and the questions Caddie couldn't answer — which it backfills from your website so the next call is sharper. A June 2026 update added zeroserve compatibility, with the vendor claiming 3x throughput and 70% lower latency for answer retrieval during calls. The fit is deliberately narrow: solo demoers and founders who keep product knowledge in Google Drive or on a site. It is free during beta, and there is no deep CRM pipeline sync — so it complements rather than replaces a note-taker like Gong or Fireflies.
Behind the Verdict
The demo-to-close gap is usually a recall problem, not a knowledge problem — the answer existed in your pricing deck, you just couldn't read it while talking. Caddie attacks that directly, and the way it grounds every answer in your own sources (with the citation shown) is the part we'd actually trust on a live call. Pick it when you're demoing solo and your product knowledge lives in Google Drive or on your site. The auto-join straight from Google Calendar is the detail that makes it usable — you don't invite a bot or paste links, it's just there. Pass if you need Salesforce or HubSpot pipeline sync, or if you want an assistant that stays strictly silent. Caddie will sometimes speak, and a rep who finds that distracting should look at a note-taker like Fireflies or Gong that summarizes after the fact rather than interjecting during it. Where it bites: the whole thing depends on your knowledge base being current. Stale pricing files or scattered docs mean confident-sounding wrong answers, which is worse than "let me get back to you." Budget time to clean up your Drive before the first call. The June 2026 zeroserve update matters more than it sounds — 3x throughput and 70% lower latency is claimed, and latency is exactly what decides whether an answer lands before the silence or after it. We'd want to feel that on a real call, not take the number on faith. It's beta software, and the Team tier is custom-priced, so larger teams should expect a conversation rather than a checkout. For a solo founder, the free tier is a fair way to find out if a speaking copilot fits how you sell.
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Real-world workflow fit
Concrete scenarios for the personas Caddie actually fits — and what changes day-one when you adopt it.
You connect Google Calendar, Gmail, and Drive (about two minutes), Caddie auto-joins your next Zoom demo from your calendar, and when a prospect asks the enterprise price you hesitate — the card surfaces "Done-For-You — $3,000/mo · 3-month minimum" with "Source: pricing.pdf" on it.
Outcome: You quote the exact number without breaking eye contact or promising a follow-up email, and the source line tells you which file the number came from if the prospect pushes back.
Mid-demo the prospect says your tool integrates with a platform it does not. Caddie fact-checks in real time and supplies a gentle correction grounded in your knowledge base rather than letting the misunderstanding stand.
Outcome: The prospect does not write down a wrong compatibility claim, which removes the awkward correction email two days later.
After a week of calls you open the dashboard, read the full searchable transcripts, and work through the list of questions Caddie flagged as unanswered — which it has already started backfilling from your website.
Outcome: You can see which product or pricing gaps keep coming up and fix the source docs, so the next round of calls is sharper.
Use Cases
- Answer a prospect's enterprise pricing question live — the vendor's demo traces the answer straight to pricing.pdf — instead of saying "let me get back to you."
- Correct a misstated feature compatibility during a demo before the prospect writes it down.
- Recall a detail a prospect mentioned in an earlier email while you are still on the call, since Gmail is connected to the knowledge base.
- Review post-call transcripts to spot where your team keeps missing answers.
- Run a solo founder demo with a second set of recall working alongside you.
Limitations
- Caddie connects Google Calendar, Gmail, and Drive for setup and auto-joins calls from your calendar on Zoom, Google Meet, and Teams — there is no manual join path described and no other meeting platforms listed.
- Its knowledge base is scoped to the sources you connect, so answers are only as complete as what you feed it; stale docs mean stale answers.
- It speaks by default with "Just to add—" interjections, which will not suit anyone who wants assistance they never hear.
- It is currently in beta with free access, so you are adopting early.
- Zeroserve performance figures (3x throughput, 70% lower latency, announced 2026-06-14) are the vendor's own claims, not an independent benchmark.
as of 2026-10-12
Verification history
We have re-verified Caddie 11 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-checked, vendor evidence unchanged
- — re-checked, vendor evidence unchanged
- — re-checked, vendor evidence unchanged
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
Showing the 6 most recent of 11 verification passes.
Free to cite with attribution — this page re-verifies continuously.
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published Caddie tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Free
$0/mo
Ideal for
Solo rep or founder testing live recall on a handful of calls a month
What this tier adds
Starting tier and free entry point: $0/mo for 60 call-minutes, one user, the private knowledge base, "hey Caddie" on demand, and web plus meeting calls, no credit card required.
Team
Custom
Ideal for
Small revenue teams that want one shared knowledge base across several reps
What this tier adds
Adds multiple seats, a shared knowledge base, admin controls, SSO, and priority support on top of everything in Free; priced as Custom.
Where the pricing makes sense
The company stage and team size where Caddie's pricing actually pencils out — and where peers do it cheaper.
The published Free tier — $0/mo, 60 call-minutes, one user, no credit card — is genuinely cheap for a solo rep or founder testing live recall on a handful of calls. If you are a small team comparing against per-seat note-takers that publish a fixed monthly rate, get the Team quote in writing before you
Setup time & first value
How long it actually takes to get something useful out of Caddie — broken out by persona, not the marketing-page minute.
For a solo rep or founder: roughly two minutes to link Google Calendar, Gmail, and Drive, and Caddie auto-joins your first meeting from the calendar — the vendor says it joins your first call in minutes. For a Team rollout with a shared knowledge base, admin controls, and SSO: the setup itself is fast, but expect additional time to curate which docs feed the shared brain so answers are consistent
Switching to or from Caddie
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From manual note-taking: connect Google Calendar, Gmail, and Drive and let Caddie build the knowledge base from the same docs you were flipping through on the call.
- →From a post-call note-taker: keep it for recording if you like, and add Caddie to get the answer while the prospect is still listening.
- →From a second rep or SE on the call: Caddie auto-joins from your calendar on Zoom, Meet, and Teams, so the coverage comes from a seat you already schedule rather than an extra headcount.
- ↗To a note-taker that only records and summarizes: export nothing manual — your transcripts live in the dashboard, so copy out what you need before switching.
- ↗To a CRM-centric revenue platform: you will need to rebuild pipeline sync elsewhere, since Caddie's value is in-call recall rather than pipeline automation.
Integrations
Resources & Guides
Tutorials & Learning
YouTube returned 6 videos for “Caddie”, and we withheld 6: 6 could not be judged, because “Caddie” is a single word that other videos use for other things. We are showing none, because we could not prove any of them are about Caddie.
Official links
Tools that pair well with Caddie
Common stack mates teams adopt alongside Caddie, with the specific reason each pairing earns its keep.
Komo
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Otter Sales Agent
Otter Sales Agent turns sales calls into CRM-ready notes with live transcription and coaching for Salesforce and HubSpot teams.
Persana AI
Persana AI runs AI sales prospecting agents over 100+ data sources and 75+ live intent signals — enrichment and outreach in one
Featured Head-to-Head Comparisons
Caddie vs Presto Voice
Choose Presto Voice if you run a QSR chain seeking automated drive-thru ordering with proven revenue lift (up to 6% incremental monthly) and 95% non-intervention. Choose Caddie if you're a sales professional needing a real-time AI copilot that silently researches and fact-checks during live calls. They serve entirely different domains, so the decision hinges on whether your pain point is drive-thru volume or sales call preparedness.
Caddie vs B Rokratt
Choose Bürokratt if you need free, secure access to Estonian public services as a citizen or e-resident. Choose Caddie if you're a sales professional wanting an AI copilot that provides real-time answers during live calls. They serve completely different needs — Bürokratt is public-sector focused, Caddie is sales-focused.
Caddie vs Truleo
Truleo and Caddie serve entirely different markets. Truleo is a specialized law enforcement intelligence tool for connecting siloed data and automating lead generation, while Caddie is a sales copilot focused on real-time answers during calls. Choose based on your role: if you're in law enforcement needing case leads, go with Truleo; if you're a sales professional wanting live call support, Caddie is the better fit.
Alternatives to Caddie
View allKomo
Komo turns LinkedIn and web buyer signals into scored B2B pipeline with cited research — not more cold outreach.
Otter Sales Agent
Otter Sales Agent turns sales calls into CRM-ready notes with live transcription and coaching for Salesforce and HubSpot teams.
Persana AI
Persana AI runs AI sales prospecting agents over 100+ data sources and 75+ live intent signals — enrichment and outreach in one
Frequently Asked Questions
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