Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Microsoft Teams Copilot: Microsoft 365 Copilot inside Teams summarizes meetings, surfaces who said what, captures action items, and answers questions about the discussion during and after calls. 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 Microsoft Teams Copilot when catching up on a teams meeting you joined late or missed 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.
Microsoft 365 Copilot inside Teams summarizes meetings, surfaces who said what, captures action items, and answers questions about the discussion during and after calls.
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
Copilot in Microsoft Teams is the AI meeting assistant built into Microsoft 365 Copilot. During or after a Teams meeting it summarizes key discussion points (including who spoke and what they said), suggests action items, and answers questions by reasoning over the conversation and meeting chat. It works in real time via the Copilot button and is also available afterward through the meeting chat and Recap tab. Transcription does not have to be running just to turn Copilot on during a meeting, but live transcription must be enabled to prompt Copilot about what was said and to access its conversation history after the meeting ends; recording itself is not required. Longer responses can be opened in Word, and table-style output in Excel. Copilot is sold as a paid add-on that requires a qualifying Microsoft 365 or Office 365 subscription, and it extends beyond Teams across Word, Excel, Outlook, and other Microsoft 365 apps. A no-cost Microsoft 365 Copilot Chat tier is included for eligible subscribers but excludes the full work-grounded Teams meeting Copilot experience.
Best suited for
Balto is a free tier with paid upgrades (freemium); Microsoft Teams Copilot is from $30/mo (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | Microsoft Teams Copilot |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | Meeting summaries |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | Action item detection |
| Team usage | Automated quality assurance scoring across 100% of calls | Speaker-attributed recap |
| Integrations | Real-time compliance monitoring with audit trails | Real-time meeting Q&A |
| Languages & capture | Automated call summaries and coaching recommendations | Export to Word and Excel |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | Meeting summaries |
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.
Microsoft Teams Copilot
Choose Microsoft Teams Copilot if you need generating post-meeting recaps and action items for teams calls — strengths include deeply integrated into teams and the wider microsoft 365 suite (word, excel, outlook), so no third-party meeting bot is needed.
Balto
Microsoft Teams Copilot
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while Microsoft Teams Copilot is strong for generating post-meeting recaps and action items for teams calls. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and Microsoft Teams Copilot is from $30/mo. 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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