Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Lindy: AI assistant that joins calls to record, transcribe, and summarize meetings and run follow-up tasks. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Balto when guiding agents live through objections and compliance requirements matters most, and Lindy when automating follow-up emails and crm updates after meetings matters most. Try them side by side on real calls before deciding — needs vary by team.
Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls.
AI assistant that joins calls to record, transcribe, and summarize meetings and run follow-up tasks.
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
Lindy is an AI assistant platform whose meeting notetaker joins video calls to record, transcribe, and summarize conversations, and then automate follow-up work. For meetings, Lindy connects to Zoom, Google Meet, and Microsoft Teams, captures the call, transcribes the discussion in real time, and produces summaries with action items, along with searchable transcripts for later reference. What distinguishes Lindy from a standalone notetaker is that it is part of a broader AI assistant and automation system: after a meeting it can use the transcript to draft follow-up emails, update a CRM, schedule the next meeting, and trigger other workflows across connected apps such as Gmail, Slack, and calendar tools. Users can configure the meeting notetaker from a template and extend it with custom automations. Lindy is aimed at professionals and teams who want their meeting recordings and notes to flow directly into downstream tasks, particularly sales, customer-facing, and operations roles that rely heavily on post-meeting actions and tooling integrations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Balto is a free tier with paid upgrades (freemium); Lindy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | Lindy |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | Joins Zoom, Google Meet, and Microsoft Teams to record meetings |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | Real-time transcription with summaries and action items |
| Team usage | Automated quality assurance scoring across 100% of calls | Searchable transcripts of past meetings |
| Integrations | Real-time compliance monitoring with audit trails | Post-meeting automations such as drafting emails and updating a CRM |
| Languages & capture | Automated call summaries and coaching recommendations | Integrations with apps like Gmail, Slack, and calendars |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | Joins Zoom, Google Meet, and Microsoft Teams to record 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.
Lindy
Choose Lindy if you need capturing and summarizing sales and client calls — strengths include connects meeting notes directly to follow-up tasks and workflows.
Balto
Lindy
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while Lindy is strong for capturing and summarizing sales and client calls. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and Lindy is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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