Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Clari Copilot: Real-time sales call prompts and conversation intelligence We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Balto when guiding agents live through objections and compliance requirements matters most, and Clari Copilot when objection handling with battlecards matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls.
Real-time sales call prompts and conversation intelligence
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
Clari Copilot, formerly known as Wingman, is a conversation-intelligence tool for sales teams that records, transcribes, and analyzes calls to improve coaching and deal execution. It captures conversations across major conferencing platforms, generates summaries and action items, and provides real-time battlecards and cues to help reps handle objections and stay on message during live calls. After calls, managers get analytics, scorecards, and deal insights, and because Copilot is part of the broader Clari revenue platform, conversation data can connect to forecasting and pipeline workflows. It integrates with CRMs so notes and next steps sync automatically into existing systems. Clari Copilot is aimed at mid-market and enterprise revenue teams that want both in-call assistance and after-call intelligence tied to their pipeline. It is most valuable for organizations that already think about revenue operations holistically and want conversation data feeding into deal and forecast visibility, not just standalone meeting notes. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Salesforce. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Balto is a free tier with paid upgrades (freemium); Clari Copilot is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | Clari Copilot |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | Recording and transcription |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | Real-time battlecards and cues |
| Team usage | Automated quality assurance scoring across 100% of calls | AI summaries and action items |
| Integrations | Real-time compliance monitoring with audit trails | Deal and pipeline insights |
| Languages & capture | Automated call summaries and coaching recommendations | CRM integrations |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | Recording and transcription |
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.
Clari Copilot
Choose Clari Copilot if you need real-time sales call coaching — strengths include strong real-time call assistance.
Balto
Clari Copilot
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while Clari Copilot is strong for real-time sales call coaching. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and Clari Copilot is custom pricing. 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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