Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Balto when guiding agents live through objections and compliance requirements matters most, and Upheal when group practices standardizing documentation and compliance across multiple clinicians 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.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
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
Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health therapists and behavioral health practices. It records and transcribes therapy sessions and then generates clinical progress notes formatted to a chosen template, typically within about a minute. Sessions can be captured through Upheal's built-in HIPAA-compliant telehealth video, in-person audio recording, dictation, or by uploading pre-recorded audio files; transcription supports multiple languages including English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform offers numerous note formats such as SOAP, DAP, BIRP, GIRP, EMDR, intake, and mental status exam, plus customizable sections. Beyond documentation, it provides scheduling, client intake forms, billing and superbills, secure messaging, and compliance checking. A browser extension transfers notes into other EHRs and works alongside telehealth tools like Zoom and Google Meet. By default, audio recordings are deleted after transcription unless saved. It is aimed at solo therapists, group practices, and virtual care providers.
Best suited for
Balto is a free tier with paid upgrades (freemium); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | Upheal |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | Automated quality assurance scoring across 100% of calls | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Real-time compliance monitoring with audit trails | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Automated call summaries and coaching recommendations | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | Automatic deletion of audio recordings after transcription unless explicitly saved |
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.
Upheal
Choose Upheal if you need therapists automating clinical progress notes after telehealth or in-person sessions — strengths include purpose-built for therapists with clinically structured note templates rather than generic meeting summaries.
Balto
Upheal
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and Upheal 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.
More head-to-head comparisons involving Balto and Upheal.
Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. BarRaiser: AI interview intelligence platform that records interviews and coaches interviewers for better hiring. The right pick comes down to team size, budget, and the workflows you want to automate.
Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Basil AI: On-device AI note taker for Apple devices that transcribes and summarizes meetings entirely offline, with no cloud upload. This comparison weighs them on pricing, features, and everyday workflow fit.
Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. BeAware Conference Captioning: AI real-time captioning and translation app for live in-person and hybrid events, with on-screen overlays and multilingual attendee access. Below, they line up on price, capture method, and how each fits a real meeting stack.
Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Bee: Wearable AI device that captures spoken conversations and turns them into transcripts, summaries, and reminders. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Beey: Web app for automatic transcription, subtitle creation, translation, and live transcription. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Berrycast: A screen recorder and AI meeting notes tool with a Chrome extension and desktop app that records, transcribes, and summarizes calls. Below, they line up on price, capture method, and how each fits a real meeting stack.
Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Bluedot: Bot-free note taker for Meet, Zoom, Teams plus mobile recording Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. BoardBreeze: AI software that converts board meeting recordings into compliant, formatted minutes capturing motions, votes, and action items. The right pick comes down to team size, budget, and the workflows you want to automate.
Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Boardable: Board meeting platform for nonprofits with AI-generated minutes, an in-meeting assistant, and AI insights that turn discussion into action items. This comparison weighs them on pricing, features, and everyday workflow fit.
Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Bold: Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items. The right pick comes down to team size, budget, and the workflows you want to automate.
Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Boostlingo: Language access platform whose AI Pro engine delivers live AI captioning, translation, and transcription for meetings, webinars, and events. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.