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Product B · Enterprise AI agent (AIE agent)

Caddie guides you. You decide, within the rules.

Caddie · speaking
I'm Caddie, your artificial intelligence assistant. I guide you; you decide.
01Six roles

Your team serves the customer. Caddie guides, verifies and prevents critical steps from being skipped.

Caddie is the Abbiamo.ai AIE agent who works alongside human agents. He gathers the context, recommends the answer and the next action with its source, prepares the operation and verifies that the rules are followed. The human agent keeps the conversation and the decision.

  • Role 1

    Supervision

    Gives the supervisor a view of the interactions, their risks and when to step in.

  • Role 2

    Colleague with context

    Brings the current data and proposes the answer, with its source.

  • Role 3

    Next-action guide

    Recommends the step, keeps the checklist and prepares the operation; the human agent authorizes.

  • Role 4

    Quality evaluation

    Evaluates eligible interactions with evidence, checked against human review.

  • Role 5

    On-the-job training

    Specific feedback at closing and onboarding mode for new human agents.

  • Role 6

    Policy control

    Recommends, alerts or blocks: prevents recording, sending or closing if a mandatory requirement is missing.

Caddie, AIE agent by Abbiamo.ai, full-length
Caddie · During the interaction
AIE agent
02The sequence

Every mandatory step, verified before moving forward.

01 Context02 Recommendation03 Verification04 Record
ATN-1101
Change of address
ATN-1102
Disputing a charge
ATN-1103
Promise to pay
ATN-1104
Service activation
ATN-1105
Formal complaint
ATN-1106
Authorized exception
Caddie log

Illustrative example. If a requirement is missing, Caddie blocks progress; the exception is authorized by someone with explicit permission and is traced.

Caddie, AIE agent by Abbiamo.ai CaddieAIE agent

He never takes the club for the player. And he doesn't let a violation happen.

Proposes the answer and the next action, with its source.

Caddie · speaking
I recommend this step; the source is the current procedure.
03Degrees of autonomy

He prepares and controls. The human agent decides.

  1. Degree

    Automatic lookup

    Reads what the human agent has permission to see.

  2. Degree

    Prepares

    Gets the operation ready; the human agent authorizes it.

  3. Degree

    Controls

    Recommends, alerts or blocks according to the rules.

  4. Does not exist

    Executes on its own

    Caddie does not execute, on the human agent's behalf, any action that commits the customer.

04What it never does

Locks that no level relaxes.

  • Lock

    Executing without authorization

    Nothing that commits the customer or writes to their systems without a human agent.

  • Lock

    Talking with the end customer

    He does not take over the conversation; the customer talks with a person.

  • Lock

    Stating without a source

    Nothing outside an authorized, current source; he does not make up prices, balances, deadlines or policies.

  • Lock

    Inferences as facts

    Distinguishes confirmed, pending confirmation and unavailable.

  • Lock

    Self-releasing blocks

    The human agent cannot release themselves from a block.

  • Lock

    Sanctioning without review

    He does not give a person a final score without human review.

  • Lock

    Data outside permissions

    He does not ask for or display passwords, PINs, CVVs, tokens or data outside permissions.

  • Lock

    Learning on his own

    He improves when a person approves a learning.

05Adoption path

Start with Caddie. Move to Abbie when you decide.

Moving from Caddie to Abbie is not a switch: an Abbie profile is created that reuses what was trained in Caddie, and it is validated like any other profile.

  1. Step

    Caddie alongside your team

    Sources, procedures, control rules and quality rubric trained on your operations.

  2. Step

    Abbie profile

    Created by reusing what was trained in Caddie.

    Meet Abbie →
  3. Step

    Validation

    The profile is validated like any other Abbie profile before going live.

06Benefits

Empowers the human agent without taking away the decision.

Caddie enforces the rules before the error happens, and your team keeps the conversation and the decision. Technology should help the people who work, not force them to keep pace with the machine: Caddie adapts to the human agent, not the other way around.

  • Benefit

    Better decisions, with their source

    Every recommendation comes with the current data and the source that backs it.

  • Benefit

    Compliance before the error

    Blocks recording, sending or closing when a mandatory requirement is missing.

  • Benefit

    Quality with evidence

    Evaluates eligible interactions and checks the result against human review.

  • Benefit

    On-the-job training

    Specific feedback at closing and onboarding mode for new human agents.

  • Benefit

    Focused supervision

    The supervisor sees the interactions, their risks and when to step in.

  • Benefit

    A path toward Abbie

    What was trained in Caddie is reused to create an Abbie profile.

    Meet Abbie →
07Fact sheet

Fact sheet, Caddie at a glance.

What Caddie is, whom he assists and what he controls.

Category
AIE agent (Cognitive Autonomous Intelligent Entity) who works alongside human agents.
Counterpart
The human agent, the supervisor and the quality and training teams. He does not talk with the end customer.
Engine
AbbiAI: orchestrates models, sources and tools according to the task.
Where he lives
On the work screen of the human agent, the supervisor and the quality team.
Roles
Supervision, colleague with context, next-action guide, quality evaluation, on-the-job training and policy control.
Autonomy
Automatic lookup, prepares (the human agent authorizes) and controls (recommends, alerts or blocks). «Executes on its own» does not exist in Caddie.
Actions
Prepares Abbi Actions for the human agent to authorize.
Blocks
Prevents moving forward if a mandatory requirement is missing. Exceptions require explicit, traceable permission.
Languages
Neutral Latin American Spanish and US English.
Government
The same seven Abbi Studio consoles as Abbie, with his own entity type and an autonomy ceiling fixed at «prepares».
Training
Sources, procedures, actions, control rules and quality rubric.
«Flow»
Caddie also follows a «Flow».
Notices to the end customer
Recording, transcription or AI assistance according to each country's regulations.
Learning
Only when a person approves a learning.
Deployment
Four data sovereignty levels, subject to technical and contractual evaluation.
Reference standards
Designed following ISO/IEC 42001 and the NIST AI Risk Management Framework, with the EU AI Act as a reference.

Design sheet: the delivered capability is specified in each implementation.

08Who it's for

Alongside your team, on every human agent's work screen.

Caddie lives on the work screen of the human agent, the supervisor and the quality team. The customer talks with a person.

  • Who serves

    The human agent

    Receives the current data with its source, the proposed answer and the prepared operation. Keeps the conversation and the decision.

  • Who is starting

    A new person on the team

    Works in onboarding mode: guidance with an explanatory tone and specific feedback at closing.

  • Who supervises

    Supervisor

    Sees the interactions, their risks and when to step in, in a brief summary.

  • Who evaluates

    Quality and training

    Receives evaluations with evidence and carries out the human review. No final score without that review.

  • Who decides

    Operations management

    Defines rules, processes and blocking points. Their team decides and acts better, without skipping critical steps.

  • Who converses

    Your customer

    Talks with a person. Receives the recording, transcription or AI assistance notices according to the regulations of their country.

09A day with Caddie

One interaction, step by step, with the human agent in charge.

Illustrative example: a customer calls to agree on a promise to pay and a person serves them with Caddie at their side.

  1. Step 1

    Gathers the context

    When the interaction opens, he shows the current data the human agent has permission to see, with its source.

  2. Step 2

    Recommends

    One recommendation at a time: first the action, then the why and the source. He distinguishes confirmed, pending confirmation and unavailable.

  3. Step 3

    Supports the conversation

    If he detects tension, he suggests how to handle it. The person stays in charge of the call.

  4. Step 4

    Verifies the checklist

    The customer's identity has not yet been confirmed: Caddie prevents recording. The exception can only be authorized by someone with explicit permission.

  5. Step 5

    Prepares the operation

    He gets the Abbi Action ready to record the promise to pay. The person reviews it and authorizes it.

  6. Step 6

    Closes and gives feedback

    The trace of the decision remains. Feedback arrives at closing and the evaluation goes to human review.

Illustrative example, not an existing deployment. Caddie prepares and controls; the human agent decides and authorizes.

10Seven skills

The seven skills, at the service of the human agent.

Caddie uses the same seven skills as Abbie, with a different counterpart and a different mandate: he guides, prepares and controls.

  • Skill

    Cognitive

    Understands the case and gathers the context the human agent has permission to see.

  • Skill

    Metacognitive

    Recognizes uncertainty and asks for evidence or review.

  • Skill

    Linguistic

    Writes clear answers, adapted to the channel.

  • Skill

    Creative

    Adapts the form and offers approved alternatives. Never makes up the substance.

  • Skill

    Emotional

    Detects tension and suggests how to handle it. Does not diagnose emotions.

  • Skill

    Moral and ethical

    Applies auditable rules and blocks whatever breaks them.

  • Skill

    Autonomous

    Decides what to show, alert or block, and prepares the operation.

The seven skills describe Caddie's design objective. Each one is configured, tested and measured in each implementation.

11Pricing

Pricing, in one place.

The price, a calculator to estimate your month and what is quoted separately are on the pricing page.

  • Pricing

    How much it costs

    The price of the agent and of usage, on a single page.

    See pricing →
  • Calculator

    Estimate your month

    Move the controls to match your operation's volume.

    Calculate →
  • Contact

    Request your quote

    Tell us about your process and we will connect you with the right partner.

    Let's talk about your operations →
12Cases by industry

Caddie in your industry, step by step.

Detailed cases with the situation, how it is resolved, the actions, the controls and the verifiable outcome. Illustrative examples.

  • Industry

    Banking and financial services

    Collections, payment agreements and disputes.

    See cases →
  • Industry

    Insurance and healthcare

    Policies, claims, appointments and sensitive data.

    See cases →
  • Industry

    Telecommunications, energy and mining

    Support, collections, activations, outage reports and field safety.

    See cases →
  • Industry

    Government and BPO

    Procedures, case numbers, quality and after-hours capacity.

    See cases →
—Keep exploring

Products and services, one shared approach.

  • AIE agent

    Abbie

    Talks with your customers. Acts in your systems.

    Meet Abbie →
  • Platform

    Abbi Studio

    Design the agent: prompt, context and rules. For Abbie, for your platform or for your human team.

    Meet Abbi Studio →
  • Inside Abbi Studio

    Abbi Actions

    Predefined actions with verifiable outcomes.

    Explore the actions →
  • Inside Abbi Studio

    Abbi Tasks

    Ordered combinations of Abbi Actions that deliver a complete outcome.

    Meet Abbi Tasks →
  • Inside Abbi Studio

    Abbi Flow

    Chains «Tasks» into a complete process, with conditions, detours and the point where a person steps in.

    Meet Abbi Flow →
  • Verifier

    Abbi PitWall

    Verifies, diagnoses and improves your agents in live operation.

    Meet Abbi PitWall →
  • Services

    Microapps, consulting and implementation

    Design and rollout based on a diagnosis.

    See services →

Give your team a Caddie.

Tell us which operation you want to guide.

Let's talk about your operations

or write to us at hola@abbiamo.ai