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Tools💬 Customer SupportCaddie
Caddie

Caddie

Freemium

AI sales copilot that joins live calls to research and answer questions.

By Tanmay Verma, Founder · Last verified 02 Jul 2026

0 views
Added 7d ago
77/100Safe Bet
Visit Website

In short

Caddie — AI sales copilot that joins live calls to research and answer questions. Best for Sales reps on live discovery calls who need instant product details, Account executives handling technical or pricing questions solo, Founders running demos without a second person. Free to use.

Compared withvs Truleovs B Rokrattvs Presto Voice

Is Caddie actually worth it?

Live

See what real users actually say. We scan live discussions, reviews and complaints across the web and hand you an honest verdict — in under a minute.

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Editorial Verdict

Best for
Sales reps on live discovery calls who need instant product detailsAccount executives handling technical or pricing questions soloFounders running demos without a second personRevenue teams wanting to reduce follow-up emails after calls
Not ideal for
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 recruitingEnterprises requiring on-premise deployment or data residencyTeams that need call coaching or sentiment analysis

Caddie lives up to its promise: a quiet copilot that pipes up with the right answer mid-call. The free tier is genuinely useful, and the knowledge base auto-grows from your docs. It's a standout for any rep tired of saying 'let me get back to you.'

Compare with: Caddie vs Chorus, Caddie vs Persana AI, Caddie vs Demodesk

Last verified: July 2026

Viability Score

77/100
Safe Bet

How likely is Caddie to still be operational in 12 months? Based on 4 signals — momentum (how recently it shipped), wrapper dependency, revenue model, and web presence.

momentum
55
funding runway
80
website health
90
wrapper dependency
100

Last calculated: July 2026

How we score →

Key Features

  • Real-time answer retrieval during live calls
  • Silent display of answers on Caddie card
  • Spoken interjections with 'Just to add—'
  • Live fact-checking and gentle corrections
  • Private 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

About Caddie

FreemiumIntermediateNo APIWeb · Plugin

Caddie is an AI copilot that joins your sales calls and provides real-time answers, research, and fact-checking without interrupting your flow. It listens to the conversation and when a prospect asks a question you can't immediately answer, Caddie supplies the right fact from your private knowledge base—either displayed silently or spoken aloud with a 'Just to add—' prompt. It also catches mistakes live, gently correcting misremembered numbers or misunderstandings before they stick. Caddie is designed for sales professionals, account executives, and founders who take live sales calls and need instant access to product details, pricing, integration info, or historical data. It connects to your Google Calendar, Gmail, and Drive to learn your product docs and schedule, then auto-joins your meetings on Zoom, Google Meet, or Teams without any manual setup. The key differentiator is that Caddie acts as a quiet, value-driven assistant that speaks only when it genuinely adds something—it never pitches or talks over you. It provides a 'Caddie card' visible only to you during the call, showing the answer and source. Post-call, the dashboard offers full transcripts, every fact surfaced with its source, and identifies knowledge gaps that Caddie can fill automatically from your website. Caddie's pricing starts with a generous free tier (60 call-minutes, 1 user, full knowledge base) and scales to a team plan with shared knowledge base, admin SSO, and priority support. It's currently in beta with free access and no credit card required. Compared to other sales AI tools, Caddie focuses purely on live answer retrieval rather than notetaking or coaching, making it a specialist for real-time knowledge gaps.

Behind the Verdict

Caddie is a focused tool for a specific pain: stalling on answers during live sales calls. It does one thing well—surfacing factoids from your private knowledge base in real time—and avoids the feature bloat that plagues many meeting tools. When to pick this: if you're a solo founder or sales rep who handles product questions solo, and you have a library of docs, pricing sheets, or email threads you can't keep in your head. The auto-join from Google Calendar is frictionless. We'd reach for Caddie over a generic notetaker when your biggest loss is the 'I'll check and get back' moment. When to pass: if your CRM calls the shots and you need data written back to Salesforce or HubSpot mid-call, Caddie won't do it. There's no API or native CRM sync. Also, if your team wants a training/replay tool for call coaching, Caddie isn't that—it stores transcripts but doesn't score sentiment or suggest slides. Compared to alternatives like Gong or Chorus, Caddie is tiny. Gong captures everything for analysis later; Caddie answers now. They're almost complementary. For teams that already use a full conversation intelligence platform, Caddie may be overkill. But for a small team that just needs to stop losing deals to unanswered questions, it's a bargain. In practice, the spoken interjection feature is polarizing. Some reps love it; others find it jarring. The silence-only mode is better for crowded rooms. Also, since Caddie is in beta, you'll hit rough edges—occasional mishears or delayed answers. But it's free to try, and that 60-minute allowance is enough to decide if it's your thing.

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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's free tier caps at 60 call-minutes per month.
  • It requires a Google Calendar connection and works only with meeting platforms it supports (Zoom, Google Meet, Teams).
  • There is no API or local model option, and the knowledge base is limited to connected sources (no manual upload yet mentioned).

12-month cost

Project the real annual outlay, including the implied monthly cost when only an annual tier is published.

Annual total
Free
Over 12 months
Effective monthly
Free
Billed monthly

Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.

Integrations

Google CalendarGmailGoogle DriveZoomGoogle MeetMicrosoft Teams

Resources & Guides

  • Resourceheycaddie.live

    Home · Caddie

    Helpful link from heycaddie.live

Frequently Asked Questions

Tools that pair well with Caddie

Common stack mates teams adopt alongside Caddie, with the specific reason each pairing earns its keep.

C

Chorus

Conversation intelligence for revenue teams — record, transcribe, and analyze sales calls.

P

Persana AI

AI sales prospecting with 100+ data sources and automation agents

Demodesk

Demodesk

AI sales agents that record, transcribe, analyze, and automate CRM updates

Featured Head-to-Head Comparisons

Caddie vs Truleo

Caddie vs B Rokratt

Caddie vs Presto Voice

Alternatives to Caddie

View all
Chorus

Chorus

Conversation intelligence for revenue teams — record, transcribe, and analyze sales calls.

PaidTry
Persana AI

Persana AI

AI sales prospecting with 100+ data sources and automation agents

FreemiumTry
Demodesk

Demodesk

AI sales agents that record, transcribe, analyze, and automate CRM updates

FreemiumTry

Used Caddie? Help shape our editorial sentiment research.

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Details

Pricing
Freemium
Skill Level
Intermediate
Platforms
Web, Plugin
API Available
No
Pricing & overview verified
7d ago

Categories

💬 Customer Support🤖 Automation & Agents

Best-of guides

Best AI Tools for Customer SupportBest AI Workflow Automation & Agent ToolsBest AI Chatbot & Conversational AI ToolsBest AI Tools for Sales Teams

Topics

RAGResearchMeeting Assistant

Resources

Official Website
Visit Website
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