Automate 8x8 with Caddi AI Agents
Built for professional services teams.
8x8 runs the firm's phones, video and contact center. Caddi AI Agents log every call to the right record and start the follow-up work, so nothing depends on someone remembering to type it in.
Yes, Caddi integrates with 8x8. It runs the 8x8 steps your team does by hand today, and connects it to RingCentral, Dialpad, and Salesforce. You teach the workflow once by screen-share; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
Get a demo on your 8x8 work
30 minutes. We'll show Caddi AI Agents running it end to end.
Discover, automate and govern your 8x8 work.
Caddi AI Agents find the repetitive work your team does in 8x8, learn it the way a new hire would, and run it for you, with every run on the record. No code, no IT ticket, no brittle wiring.
- 1
Discover
Caddi AI Agents find the repetitive 8x8 work and rank it by the hours it would give back, with the evidence attached.
- 2
Automate
Show them the job once, like a new hire. They build verified code and run it across your stack.
- 3
Govern
Every automation is reviewed before it runs in production, and every run is logged and replayable.
SalesforceWhat Caddi does with 8x8
Why teams automate 8x8
Call details live in 8x8 and never make it to the CRM by hand. Caddi captures each call and files it where the team will look for it.
Loops Caddi runs against 8x8
Log calls to CRM
Recommended patternCaddi captures each 8x8 call, matches the contact, and logs it to Salesforce.
File call to matter
Recommended patternCaddi attaches 8x8 call details to the right matter in Clio.
Follow-up task
Recommended patternCaddi opens the follow-up task in Outlook from an 8x8 call.
Where professional services teams use it
Inbound triage
Watch 8x8 for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.
Cross-tool data sync
Keep 8x8 in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using 8x8 alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right 8x8 update by email, Slack, or Teams, and capture approvals back into the originating record.
Questions about automating 8x8
Does Caddi have a real 8x8 integration?
Yes. Caddi runs verified code against 8x8's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for 8x8 is reviewed before it runs in production.
Do I need engineering help to automate 8x8 with Caddi?
No. You demonstrate the workflow, clicking through 8x8 the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my 8x8 data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against 8x8, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect 8x8 to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating 8x8, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
How do I find what to automate in 8x8?
Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.
Ready to automate 8x8?
Drop your work email and we'll show you Caddi running end-to-end against 8x8 and the rest of your stack.