Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. WINN.AI: A real-time AI sales assistant that joins calls to provide playbook guidance, capture data, take notes, and automatically update the CRM. 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 WINN.AI when sales leaders standardizing methodology and execution across a team 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.
A real-time AI sales assistant that joins calls to provide playbook guidance, capture data, take notes, and automatically update the CRM.
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
WINN.AI is a real-time AI sales assistant built for sales reps, sales leaders, and revenue operations teams who want consistent execution on customer calls. During a meeting, WINN listens to the conversation and shows the rep, in real time, which playbook topics have been covered and which still need to be addressed, surfacing cues, suggested questions, and battle cards so reps stay on message and handle objections consistently. Sales leaders can encode their playbook and align it to common methodologies such as MEDDIC, MEDDPICC, SPICED, Challenger, and BANT so that the same process is reinforced across the whole team. Beyond live guidance, WINN automates the administrative side of selling: it takes notes, captures structured data from the conversation, updates CRM records including custom fields, and can draft follow-up emails and help with meeting preparation. It integrates with CRM and meeting platforms including Salesforce, HubSpot, Zoom, and Google Meet, syncing captured data automatically to reduce manual entry. WINN.AI is positioned as a revenue execution platform that combines real-time meeting coaching with automated note-taking and CRM hygiene, making it best suited to B2B sales teams that run structured discovery and demo calls. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Balto is a free tier with paid upgrades (freemium); WINN.AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | WINN.AI |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | Real-time playbook tracking that shows covered and remaining topics during calls |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | Live cues, suggested questions, and battle cards for handling objections |
| Team usage | Automated quality assurance scoring across 100% of calls | Support for sales methodologies like MEDDIC, MEDDPICC, SPICED, and BANT |
| Integrations | Real-time compliance monitoring with audit trails | Automatic note-taking and structured data capture from conversations |
| Languages & capture | Automated call summaries and coaching recommendations | Automated CRM updates, including custom records, plus follow-up email drafting |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | Integrations with Salesforce, HubSpot, Zoom, and Google Meet |
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.
WINN.AI
Choose WINN.AI if you need sales reps getting live playbook and objection-handling guidance on calls — strengths include real-time, in-call guidance keeps reps aligned to the sales playbook.
Balto
WINN.AI
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while WINN.AI is strong for sales reps getting live playbook and objection-handling guidance on calls. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and WINN.AI 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.
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