Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Daisy: Local-first, open-source macOS meeting recorder and AI notes app that transcribes on-device and exposes meetings to AI tools through a local MCP server. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Balto when guiding agents live through objections and compliance requirements matters most, and Daisy when feeding meeting transcripts into claude desktop or cursor via a local mcp server matters most. Run both through a week of actual calls to see which suits your workflow.
Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls.
Local-first, open-source macOS meeting recorder and AI notes app that transcribes on-device and exposes meetings to AI tools through a local MCP server.
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
Daisy, from Addicted Studio, is a local-first meeting recorder and AI notes application for macOS that records meetings on the Mac, transcribes them on the device, and then exposes the captured conversations as a local MCP server for AI tools. It captures both microphone and system audio from any source, including Zoom, Google Meet, Telegram, and other apps, using ScreenCaptureKit, and performs on-device transcription with WhisperKit plus speaker identification via Pyannote diarization, so audio never leaves the Mac unless the user explicitly enables a cloud LLM provider. Beyond raw transcription, Daisy generates structured notes with action items and follow-ups and supports multiple summarization backends including Apple Intelligence, Anthropic, and OpenAI, as well as MCP. Because it runs a local MCP server, tools such as Claude Desktop and Cursor can read recorded meetings directly, and Daisy can export results to Notion, Linear, Attio, Slack, or arbitrary webhooks. It offers several capture modes covering meeting recording, voice dictation, and quick voice notes. Daisy is a native Mac application (not Electron) for Apple Silicon, is fully open source on GitHub under the Apache 2.0 license, and emphasizes privacy with no telemetry, tracking, or required account. The project maintains a product site at mydaisy.io with installation, FAQ, and support documentation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Balto is a free tier with paid upgrades (freemium); Daisy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | Daisy |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | Local recording of mic and system audio from any source via ScreenCaptureKit |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | On-device transcription with WhisperKit and speaker diarization via Pyannote |
| Team usage | Automated quality assurance scoring across 100% of calls | Structured AI notes with action items and follow-ups |
| Integrations | Real-time compliance monitoring with audit trails | Multiple summarization backends: Apple Intelligence, Anthropic, OpenAI, and MCP |
| Languages & capture | Automated call summaries and coaching recommendations | Local MCP server so Claude Desktop, Cursor, and similar tools can read meetings |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | Exports to Notion, Linear, Attio, Slack, or custom webhooks |
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.
Daisy
Choose Daisy if you need recording and transcribing meetings privately on a mac without cloud upload — strengths include fully local-first with audio kept on-device unless a cloud llm is explicitly enabled.
Balto
Daisy
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while Daisy is strong for recording and transcribing meetings privately on a mac without cloud upload. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and Daisy 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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