Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. 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 Convin when coaching agents with real-time cues and post-call scoring 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 conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails.
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
Convin is an AI-backed conversation intelligence platform built primarily for contact centers and sales teams that handle high volumes of customer interactions. Its core function is to capture and analyze the full range of conversations, recording calls and ingesting chats and emails, then generating transcriptions and concise summaries for each interaction. On top of that data, Convin's AI analyzes conversations to detect buying signals, objections, competitor mentions, sentiment shifts, and recurring pain points, and it builds searchable conversation libraries. The platform applies automated call scoring for quality, sentiment, and compliance, which replaces sampling-based manual QA by evaluating interactions at scale rather than a small subset. Convin also offers real-time coaching cues and agent assistance during live calls, along with role-based dashboards for agents, managers, and leaders so each can see relevant performance data. It integrates with CRM systems to capture action items and next steps for follow-up. Convin serves regulated and high-volume industries such as fintech, banking, healthcare, real estate, and retail, and is aimed at teams that want data-driven coaching and quality assurance rather than subjective spot checks. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Balto is a free tier with paid upgrades (freemium); Convin is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | Convin |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | Automatic recording and transcription of calls, chats, and emails |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | AI call scoring for quality, sentiment, and compliance |
| Team usage | Automated quality assurance scoring across 100% of calls | Real-time agent coaching cues and live assistance |
| Integrations | Real-time compliance monitoring with audit trails | Searchable conversation library with buying-signal and objection detection |
| Languages & capture | Automated call summaries and coaching recommendations | Role-based dashboards for agents, managers, and leaders |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | Automatic recording and transcription of calls, chats, and emails |
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.
Convin
Choose Convin if you need automating quality assurance across all contact-center interactions — strengths include analyzes interactions across voice, chat, and email channels.
Balto
Convin
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while Convin is strong for automating quality assurance across all contact-center interactions. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and Convin is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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