Kaddi FAQ
Got questions? You’re not the only one.
Here’s everything you need to know about how Kaddi helps you and your team play the sales game better.
Getting Started
Using Kaddi
Integrations
Security & Admin
Why Kaddi
What is Kaddi?
Kaddi is your AI-powered teammate for enterprise sales. It’s trained on your company’s sales process, content, and active deals - so it understands the way your team sells. Instead of juggling disconnected tools, reps can ask Kaddi for help at any stage: preparing for meetings, writing emails, analysing deals, or managing tasks. Think of Kaddi as your digital caddy - always ready with the right insight, play, or piece of content to help you make your next move count.
Who is Kaddi for?
Kaddi is built for B2B sales teams managing complex, high-value deals. That includes account executives, sales engineers, customer success managers, and sales leaders who want better visibility into deal execution. It’s ideal for organizations that already have a defined sales process or playbook — even if it’s informal — and want to make it repeatable across the team. Whether you’re running global enterprise deals or scaling a fast-growing SaaS business, Kaddi gives everyone a smarter, more consistent way to sell.
How do we train Kaddi on our business and process?
You train Kaddi through the Control Centre. That’s where you upload your sales methodology, process stages, enablement content, and product information. Kaddi uses this material to understand how your team sells and what good execution looks like at every stage. It learns your tone, your messaging, and your deal structure - so when reps ask for help, it responds in your language and aligns with your process. You stay in full control of what’s added and updated.
How quickly can we get up and running
Most teams can get started within a few hours. Once your workspace is set up, you can upload your existing sales content (like playbooks, product sheets, templates, and case studies), connect key integrations (Salesforce, Gmail, Google Drive), and invite your team. From there, Kaddi begins learning immediately — so within a day, your reps can start asking questions, running deal reviews, and executing sales actions using your real content and process. However, to unlock the real transformation Kaddi can deliver, we recommend our 3-Step Program. Assess your sales process – understand how your current stages and actions align to winning outcomes. Analyse your current execution – identify where deals slow down, where reps need more support, and where consistency matters most. Finalise your blueprint for Kaddi training – codify your process so Kaddi can be trained to guide your team with precision at every stage.
Does Kaddi replace our CRM?
No. Kaddi doesn’t replace your CRM or content system — it connects them. Think of your CRM as your system of record and Kaddi as your system of action. It syncs with Salesforce to keep deals aligned, but you don’t have to jump between tools. Instead, Kaddi brings everything together in one view and helps your team execute the process that’s already defined. It’s the bridge between data, content, and action.
What kind of content should we load into Kaddi first?
Start with your foundational sales assets — the material that defines how your team sells and what buyers need to see. That includes your sales stages and exit criteria, discovery questions, key messaging, proposal templates, case studies, pricing guides, and competitive insights. You can easily add more content over time. Kaddi automatically tags and organises everything so it’s easy to find, reference, or use in a live deal.
How does my team actually use Kaddi day-to-day?
Reps use Kaddi as their go-to teammate while working deals. They can ask questions (“What are this account’s main buying signals?”), run key actions (“Draft a discovery summary”), or use Kaddi to manage tasks as deals progress. They can even use Kaddi to respond to tedious RFPs and Questionnaires. Everything happens inside an intuitive chat interface - powered by your data, your content, and your sales process. Leaders can also monitor deal health and see where execution gaps exist across the pipeline.
Getting Started
What is Kaddi?
Kaddi is your AI-powered teammate for enterprise sales. It’s trained on your company’s sales process, content, and active deals - so it understands the way your team sells. Instead of juggling disconnected tools, reps can ask Kaddi for help at any stage: preparing for meetings, writing emails, analysing deals, or managing tasks. Think of Kaddi as your digital caddy - always ready with the right insight, play, or piece of content to help you make your next move count.
Who is Kaddi for?
Kaddi is built for B2B sales teams managing complex, high-value deals. That includes account executives, sales engineers, customer success managers, and sales leaders who want better visibility into deal execution. It’s ideal for organizations that already have a defined sales process or playbook — even if it’s informal — and want to make it repeatable across the team. Whether you’re running global enterprise deals or scaling a fast-growing SaaS business, Kaddi gives everyone a smarter, more consistent way to sell.
How do we train Kaddi on our business and process?
You train Kaddi through the Control Centre. That’s where you upload your sales methodology, process stages, enablement content, and product information. Kaddi uses this material to understand how your team sells and what good execution looks like at every stage. It learns your tone, your messaging, and your deal structure - so when reps ask for help, it responds in your language and aligns with your process. You stay in full control of what’s added and updated.
How quickly can we get up and running
Most teams can get started within a few hours. Once your workspace is set up, you can upload your existing sales content (like playbooks, product sheets, templates, and case studies), connect key integrations (Salesforce, Gmail, Google Drive), and invite your team. From there, Kaddi begins learning immediately — so within a day, your reps can start asking questions, running deal reviews, and executing sales actions using your real content and process. However, to unlock the real transformation Kaddi can deliver, we recommend our 3-Step Program. Assess your sales process – understand how your current stages and actions align to winning outcomes. Analyse your current execution – identify where deals slow down, where reps need more support, and where consistency matters most. Finalise your blueprint for Kaddi training – codify your process so Kaddi can be trained to guide your team with precision at every stage.
Does Kaddi replace our CRM?
No. Kaddi doesn’t replace your CRM or content system — it connects them. Think of your CRM as your system of record and Kaddi as your system of action. It syncs with Salesforce to keep deals aligned, but you don’t have to jump between tools. Instead, Kaddi brings everything together in one view and helps your team execute the process that’s already defined. It’s the bridge between data, content, and action.
What kind of content should we load into Kaddi first?
Start with your foundational sales assets — the material that defines how your team sells and what buyers need to see. That includes your sales stages and exit criteria, discovery questions, key messaging, proposal templates, case studies, pricing guides, and competitive insights. You can easily add more content over time. Kaddi automatically tags and organises everything so it’s easy to find, reference, or use in a live deal.
How does my team actually use Kaddi day-to-day?
Reps use Kaddi as their go-to teammate while working deals. They can ask questions (“What are this account’s main buying signals?”), run key actions (“Draft a discovery summary”), or use Kaddi to manage tasks as deals progress. They can even use Kaddi to respond to tedious RFPs and Questionnaires. Everything happens inside an intuitive chat interface - powered by your data, your content, and your sales process. Leaders can also monitor deal health and see where execution gaps exist across the pipeline.
Getting Started
Using Kaddi
Integrations
Security & Admin
Why Kaddi
What is Kaddi?
Kaddi is your AI-powered teammate for enterprise sales. It’s trained on your company’s sales process, content, and active deals - so it understands the way your team sells. Instead of juggling disconnected tools, reps can ask Kaddi for help at any stage: preparing for meetings, writing emails, analysing deals, or managing tasks. Think of Kaddi as your digital caddy - always ready with the right insight, play, or piece of content to help you make your next move count.
Who is Kaddi for?
Kaddi is built for B2B sales teams managing complex, high-value deals. That includes account executives, sales engineers, customer success managers, and sales leaders who want better visibility into deal execution. It’s ideal for organizations that already have a defined sales process or playbook — even if it’s informal — and want to make it repeatable across the team. Whether you’re running global enterprise deals or scaling a fast-growing SaaS business, Kaddi gives everyone a smarter, more consistent way to sell.
How do we train Kaddi on our business and process?
You train Kaddi through the Control Centre. That’s where you upload your sales methodology, process stages, enablement content, and product information. Kaddi uses this material to understand how your team sells and what good execution looks like at every stage. It learns your tone, your messaging, and your deal structure - so when reps ask for help, it responds in your language and aligns with your process. You stay in full control of what’s added and updated.
How quickly can we get up and running
Most teams can get started within a few hours. Once your workspace is set up, you can upload your existing sales content (like playbooks, product sheets, templates, and case studies), connect key integrations (Salesforce, Gmail, Google Drive), and invite your team. From there, Kaddi begins learning immediately — so within a day, your reps can start asking questions, running deal reviews, and executing sales actions using your real content and process. However, to unlock the real transformation Kaddi can deliver, we recommend our 3-Step Program. Assess your sales process – understand how your current stages and actions align to winning outcomes. Analyse your current execution – identify where deals slow down, where reps need more support, and where consistency matters most. Finalise your blueprint for Kaddi training – codify your process so Kaddi can be trained to guide your team with precision at every stage.
Does Kaddi replace our CRM?
No. Kaddi doesn’t replace your CRM or content system — it connects them. Think of your CRM as your system of record and Kaddi as your system of action. It syncs with Salesforce to keep deals aligned, but you don’t have to jump between tools. Instead, Kaddi brings everything together in one view and helps your team execute the process that’s already defined. It’s the bridge between data, content, and action.
What kind of content should we load into Kaddi first?
Start with your foundational sales assets — the material that defines how your team sells and what buyers need to see. That includes your sales stages and exit criteria, discovery questions, key messaging, proposal templates, case studies, pricing guides, and competitive insights. You can easily add more content over time. Kaddi automatically tags and organises everything so it’s easy to find, reference, or use in a live deal.
How does my team actually use Kaddi day-to-day?
Reps use Kaddi as their go-to teammate while working deals. They can ask questions (“What are this account’s main buying signals?”), run key actions (“Draft a discovery summary”), or use Kaddi to manage tasks as deals progress. They can even use Kaddi to respond to tedious RFPs and Questionnaires. Everything happens inside an intuitive chat interface - powered by your data, your content, and your sales process. Leaders can also monitor deal health and see where execution gaps exist across the pipeline.
Head Out for a Test Round with Kaddi
Head Out for a Test Round with Kaddi
Head Out for a Test Round with Kaddi
See how it helps you play the sales game better, one shot at a time.
See how it helps you play the sales game better, one shot at a time.
See how it helps you play the sales game better, one shot at a time.
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