Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Balto when guiding agents live through objections and compliance requirements matters most, and Coach Pilot when automating post-call crm updates, summaries, and follow-up emails matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
Balto is a contact-center AI platform centered on real-time guidance during live customer and sales calls. Rather than focusing on post-call review, Balto listens to conversations as they happen and surfaces dynamic prompts, objection-handling cues, compliance checklists, and knowledge-base answers to the agent in the moment. Its Agent Assist pulls relevant information so reps can respond to customer questions instantly, while real-time QA automatically scores interactions across all calls and flags compliance risk early, maintaining an audit trail for supervisors. Coaching automation tailors recommendations to each agent's performance, and real-time note generation produces call summaries without manual write-ups. Balto also offers voice AI agents to handle high-volume, repeatable calls and supports omnichannel context across voice and digital channels. It integrates with CRMs and telephony systems such as Salesforce and RingCentral. The platform is used across industries including healthcare, insurance, banking, collections, and home improvement, and is aimed at contact centers and sales teams that want in-the-moment guidance, compliance assurance, and automated quality management at scale. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is an AI sales coaching and conversation-intelligence platform built around an AI agent called Ricavi that joins sales calls and works during and after the conversation. During calls, Ricavi provides live sidebar guidance that tracks methodology compliance and objection handling, acting as a real-time coach for the rep. The platform captures calls automatically with recording, transcription, and CRM syncing, and it can draft follow-up emails and post-call summaries within minutes. Beyond meeting notes, Coach Pilot scores every deal based on actual call performance rather than rep-entered notes, and it builds AI-generated forecasts using call evidence and deal-health metrics. It also generates pre-call preparation briefs ahead of meetings so reps walk in informed. Coach Pilot supports a range of recognized sales methodologies including MEDDIC, BANT, and SPIN Selling, and it integrates with common tools such as Gmail, Outlook, Salesforce, HubSpot, and Zoom. The product positions itself around in-call real-time coaching rather than purely post-call analysis, and it is an active, operating product with login access, demo bookings, and customer testimonials. It is well suited to revenue teams that want coaching, CRM automation, and forecasting tied directly to recorded conversations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Balto is a free tier with paid upgrades (freemium); Coach Pilot is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | Coach Pilot |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | Real-time in-call coaching via the Ricavi AI agent |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | Automatic call recording, transcription, and CRM syncing |
| Team usage | Automated quality assurance scoring across 100% of calls | Pre-call preparation briefs before meetings |
| Integrations | Real-time compliance monitoring with audit trails | Deal scoring based on actual call performance |
| Languages & capture | Automated call summaries and coaching recommendations | AI-generated forecasts from call evidence and deal-health metrics |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | Drafted follow-up emails and post-call summaries |
Balto
Choose Balto if you need guiding agents live through objections and compliance requirements — strengths include guides agents during the call rather than only analyzing afterward.
Coach Pilot
Choose Coach Pilot if you need coaching reps live during sales calls to keep them on methodology — strengths include combines live coaching, conversation intelligence, and forecasting in one tool.
Balto
Coach Pilot
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and Coach Pilot is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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