Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. HeyMarvin: AI research assistant that records and transcribes user-research interviews and builds a searchable insights repository. 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 HeyMarvin when product teams clustering interview feedback into shareable themes 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.
AI research assistant that records and transcribes user-research interviews and builds a searchable insights repository.
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
HeyMarvin (Marvin) is an AI-native customer insights platform aimed at user-research and product teams, with the research interview as its central meeting type. During live user-research calls it records sessions, transcribes them automatically, and lets researchers capture time-stamped notes and highlights, including collaborative live note-taking with teammates. After the session, its AI workflows distill feedback into themes and patterns, and an Ask AI feature lets teams query their data and get answers with citations back to the source clips. Everything feeds a centralized, searchable research repository that brings qualitative and quantitative inputs together from many sources, so insights are not scattered across documents and recordings. The platform also offers AI-moderated interviews in multiple languages, video clips and curated playlists for sharing findings, and integrations with tools used to distribute insights. It includes privacy and security features such as PII redaction and enterprise compliance. For a meeting-tools directory, its relevance is the combination of interview capture, AI notetaking, and a repository tuned for analyzing user-research conversations rather than general meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Balto is a free tier with paid upgrades (freemium); HeyMarvin is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | HeyMarvin |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | Records and automatically transcribes user-research interview calls |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | Time-stamped notes and collaborative live note-taking during sessions |
| Team usage | Automated quality assurance scoring across 100% of calls | AI thematic analysis that clusters feedback into themes and patterns |
| Integrations | Real-time compliance monitoring with audit trails | Ask AI querying across research data with citations to source clips |
| Languages & capture | Automated call summaries and coaching recommendations | Searchable centralized research repository combining many data sources |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | Video clips, highlight reels, and insight reports for sharing findings |
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.
HeyMarvin
Choose HeyMarvin if you need ux researchers transcribing and tagging user-interview calls — strengths include tailored to user-research interviews rather than generic meeting notes.
Balto
HeyMarvin
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while HeyMarvin is strong for ux researchers transcribing and tagging user-interview calls. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and HeyMarvin is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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