Caddie
AI copilot that joins your sales calls and answers live from your knowledge base.
Caddie is a solid pick if you need live answers on sales calls and have your knowledge base already in Google Drive or your website. The free tier is generous, and the zeroserve boost makes it fast. We'd choose it over general notetakers like Gong or Chorus when you need real-time Q&A, but if you rely on deep CRM sync or prefer fully silent operation, look elsewhere.
Verified 3d ago · liveness 74/100 · cite: rightaichoice.com/tools/caddie
- Sales reps on live discovery calls needing instant product details
- Account executives handling technical or pricing questions solo
- Founders running demos without a second person
- Revenue teams wanting to reduce follow-up emails after calls
- Teams needing deep CRM integration (no native sync to Salesforce, HubSpot)
- Users who prefer fully silent assistance (Caddie speaks by default)
- Non-sales roles like customer support or recruiting
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Skip Caddie if you need deep CRM integration (Salesforce, HubSpot) or prefer fully silent assistance—Caddie speaks by default and has no native CRM sync.
Going past the free 60 call-minutes per month requires a custom Team plan, so you'll need to negotiate pricing once you scale.
Caddie's free tier is generous for solo testers, but for teams, the custom Team plan is less transparent than competitors like Gong or Chorus, which have published per-seat pricing. If you just need live answers and have a small team, the free tier might be enough to start.
In short
Caddie — AI copilot that joins your sales calls and answers live from your knowledge base. Best for Sales reps on live discovery calls needing instant product details, Account executives handling technical or pricing questions solo, Founders running demos without a second person. Free to use.
What people actually say about Caddie — is it worth it?
We ran a structured research pass across product reviews, community discussions, and post-purchase forum threads to surface the patterns vendors won't publish themselves. Below: the recurring strengths, the hidden costs people mention most, and the cohort that consistently regrets adopting this tool.
54 mentions across 5 sources (Hacker News, YouTube, Product Hunt, App Store, Lemmy) · researched Aug 16, 2026.
- +Kills the 'let me get back to you' with instant, sourced answers
- +Auto-joins from Google Calendar into Zoom, Meet, Teams
- +Silent answer cards keep reps confident without interrupting flow
- +Spoken interjections like 'Just to add—' feel natural on calls
- +Post-call transcripts and fact audit with source attribution
- −No independent user reviews exist to validate claims
- −Beta status raises reliability concerns for live demos
- −Brand name collides with golf and credit card products
- −Only works on calls for reps, not useful for other tasks
- −Requires trusting AI to interject on live sales conversations
- • Custom Team plan pricing undisclosed requires contacting sales
- • Additional call-minutes beyond free tier likely require upgrade
- • No transparency on overage fees
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: September 2026
How we score →Key Features
- Real-time answer retrieval during live calls
- Silent answer cards visible only to the user
- Spoken interjections with 'Just to add—'
- Live fact-checking and gentle corrections
- Knowledge base from docs, site, pricing, emails
- Auto-joins meetings from Google Calendar
- Supports Zoom, Google Meet, and Teams
- 'Hey Caddie' wake word for mid-call queries
- Post-call full transcripts and search
- Every fact surfaced with source attribution
- Identifies unanswered questions to fill knowledge gaps
- Dashboard to review calls and answers
- No credit card required for free tier
- Beta access with free usage
- Web + meeting call support
About Caddie
Caddie is an AI copilot that sits in on your sales calls, listens to the conversation, and pulls the right answers from your own knowledge base in real time. Built for sales reps, account executives, and founders, it eliminates the dreaded 'let me get back to you' by piping up with the exact fact—price, integration, or figure from last quarter—just when you need it. You get answers displayed on a private Caddie card or spoken aloud with a natural 'Just to add—' interjection, and it can even step in to gently correct a misremembered number before it sticks. Setup takes about two minutes: Caddie links to Google Calendar, Gmail, and Drive, ingests your product docs and pricing, and then auto-joins meetings on Zoom, Google Meet, or Teams right from your calendar—no manual links or bot wrangling. During the call, you can ask it anything with the 'Hey Caddie' wake word. After the call, the dashboard gives you full transcripts, every fact surfaced with its source, and flags knowledge gaps that Caddie automatically fills from your website. The free tier gives you 60 call-minutes and 1 user, with no credit card required. A custom Team plan adds a shared brain, admin SSO, and priority support. Caddie also announced compatibility with zeroserve, achieving 3x throughput and 70% lower latency. Caddie focuses purely on live answer retrieval, contrasting with note-taking AI tools like Gong or Chorus. It's currently in beta with free access.
Behind the Verdict
Caddie is designed for one specific pain point: when you're on a live sales call and a prospect asks a question you can't answer off the top of your head. It pulls from your own docs, site, and pricing to give you the exact fact, either on a private card or spoken out loud. The 'Just to add—' interjection feels natural, and the fact-checking is genuinely useful—it can correct a misstated number before it becomes a problem. What stands out is how easy it is to set up. You connect Google Calendar, Gmail, and Drive, and it auto-joins meetings from your calendar—no pasting links or managing bots. That's a big win for reps who want to avoid friction. The dashboard is also a plus: full transcripts, sources for every fact, and automatic gap-filling from your website. Where Caddie falls short is integration depth. There's no native sync to CRMs like Salesforce or HubSpot, which might be a dealbreaker for teams that need deal context pulled directly from their pipeline. It also speaks by default, which isn't ideal for sellers who want everything silent. And the knowledge base relies on connected sources, so if your product info lives outside Google Drive or a public site, you'll need to consolidate it first. The free tier is generous enough to test on real calls, and the Team plan adds shared knowledge and admin controls. If your main issue is mid-call recall, Caddie is worth a try—just be aware of its limitations.
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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.
On a discovery call, prospect asks about enterprise pricing. Caddie hears the hesitation, pulls the price from your pricing PDF, and shows it on a private card—or speaks it with 'Just to add—.' You stay in flow without stalling.
Outcome: Prospect gets an immediate answer, momentum is preserved, and you avoid the 'let me get back to you' trap.
During a demo, you misstate a feature integration. Caddie fact-checks and gently corrects you on the spot, using your knowledge base as the source of truth.
Outcome: The correction is seamless, trust is maintained, and no misinfo sticks in the prospect's mind.
You're running a solo demo and get a question you can't recall offhand. Caddie, having ingested your docs and site, supplies the answer live—either on screen or spoken.
Outcome: You deliver a confident demo without needing a second person on the call.
Use Cases
- Use Caddie to answer pricing questions live without fumbling through docs.
- Let Caddie correct a misstated feature compatibility during a demo.
- Rely on Caddie to recall a prospect's earlier email during a call.
- Use post-call transcripts to identify where your team needs more knowledge.
- Activate Caddie on trial calls to build confidence in your product knowledge.
Limitations
- Caddie requires connecting Google Calendar, Gmail, and Drive for setup, and supports only Zoom, Google Meet, and Teams.
- It auto-joins meetings from your calendar but does not support manual joins or other platforms.
- The knowledge base is limited to connected sources (docs, site, pricing, emails).
as of 2026-08-25
Verification history
We have re-verified Caddie 8 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-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
- — 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
- — re-checked, vendor evidence unchanged
Showing the 6 most recent of 8 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 sales reps or founders starting out, with under 60 call-minutes per month, who want to test Caddie on live calls without a credit card.
What this tier adds
Free tier: 60 call-minutes, 1 user, private knowledge base, 'Hey Caddie' on demand, web + meeting calls.
Team
Custom
Ideal for
Revenue teams with multiple reps needing shared knowledge, admin controls, and priority support—ideal for scaling beyond solo use.
What this tier adds
Adds multiple seats, shared brain, admin SSO, and priority support on top of everything in Free.
Where the pricing makes sense
The company stage and team size where Caddie's pricing actually pencils out — and where peers do it cheaper.
Caddie's free tier is generous for solo testers, but for teams, the custom Team plan is less transparent than competitors like Gong or Chorus, which have published per-seat pricing. If you just need live answers and have a small team, the free tier might be enough to start.
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.
Connecting Google Calendar, Gmail, and Drive takes about two minutes—Caddie ingests your docs automatically. Once linked, it auto-joins meetings, so you're live on your next call. No manual bot setup.
Integrations
Resources & Guides
Tutorials & Learning
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
Signal-driven B2B sales automation that turns buyer intent into pipeline.
Chorus
Conversation intelligence for B2B revenue teams — record, transcribe, and analyze sales calls and emails.
Tana
Agentic meeting platform that turns live video calls into completed work — decisions, issues, drafts, and CRM updates handled while you talk.
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