Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Klu: AI meeting notetaker and automation platform that records, transcribes, and summarizes meetings, then logs outcomes and action items to CRMs and team tools. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Balto when guiding agents live through objections and compliance requirements matters most, and Klu when teams that want meeting follow-ups auto-assigned and routed into slack or notion matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls.
AI meeting notetaker and automation platform that records, transcribes, and summarizes meetings, then logs outcomes and action items to CRMs and team tools.
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
Klu (klu.so) is an AI meeting assistant that positions itself as a meeting automation platform for modern teams rather than a transcription-only tool. It captures meetings through a browser extension that can auto-join calls, a Mac desktop app, and offline capture for in-person conversations. During and after a meeting, Klu produces a transcript with speaker recognition, generates bullet-point summaries, surfaces action items, and supports custom note sections, alongside a smart-search and Ask AI capability for retrieving details from past conversations. A Deep Dive feature lets users ask questions that span multiple meetings, such as what was committed to with a particular account over a period of time. On the workflow side, Klu detects follow-ups, assigns them to owners with deadlines, and can push them into tools like Slack and Notion. For CRM users, Klu logs meeting outcomes to HubSpot, Salesforce, and Pipedrive on the relevant record, and connects to additional CRMs such as Attio and Affinity through Zapier, helping keep deals and accounts current without manual data entry. It maintains comparison pages against established notetakers and supports multilingual transcription. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Balto is a free tier with paid upgrades (freemium); Klu is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | Klu |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | Browser extension auto-join, Mac desktop app, and offline in-person capture |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | Real-time transcription with speaker recognition and multilingual support |
| Team usage | Automated quality assurance scoring across 100% of calls | AI-generated bullet-point summaries, action items, and custom note sections |
| Integrations | Real-time compliance monitoring with audit trails | Follow-up detection with owner assignment and deadlines, pushed to Slack or Notion |
| Languages & capture | Automated call summaries and coaching recommendations | CRM logging to HubSpot, Salesforce, and Pipedrive; Attio/Affinity via Zapier |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | Cross-meeting Deep Dive and Ask AI search across past meetings |
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.
Klu
Choose Klu if you need sales teams keeping hubspot, salesforce, or pipedrive records updated after calls — strengths include combines meeting notes with follow-up assignment and crm logging in one tool.
Balto
Klu
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while Klu is strong for sales teams keeping hubspot, salesforce, or pipedrive records updated after calls. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and Klu 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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