Bold: Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items. Velaris: Customer success platform that analyzes meeting transcripts and customer conversations into actionable insights. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Bold when capturing in-person meetings without sending a meeting bot matters most, and Velaris when teams spotting early churn risk from meeting and message signals matters most. Try them side by side on real calls before deciding — needs vary by team.
Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items.
Customer success platform that analyzes meeting transcripts and customer conversations into actionable insights.
Bold (Bold: AI Meeting Note Taker) is an AI meeting assistant from Bold App Studios that records conversations directly on the user's device and then automatically transcribes and summarizes them rather than sending a bot into the call. It offers one-tap recording with real-time transcription, can capture audio in the background whether the screen is on or off, and supports uploading existing audio files for transcription. The app performs speaker detection and diarization across multiple participants, and its AI writes concise summaries that surface action items, decisions, and key insights. Notes are searchable and can be filtered by date, speaker, topic, or keyword, and recordings include replay with smart navigation. Bold supports shareable web links and integrations including Google Meet calendar connection, Notion, Slack, email, and PDF export, with customizable templates for organizing notes. The vendor states the app supports several languages including English, Spanish, French, German, Italian, Portuguese, and Japanese, and offers end-to-end encryption and privacy controls. Bold is available across iPhone, iPad, Mac, and Apple Vision Pro, with a free tier plus premium subscription options, and is actively maintained in 2025/2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Velaris is an AI customer success platform that consolidates account health, product usage, and engagement signals, and includes capabilities for capturing and analyzing customer conversations. Its meeting and communication analysis can listen to meetings, create follow-up tasks, and turn meeting transcripts, emails, and chats into structured insights, surfacing context that would otherwise stay buried in call recordings and inboxes. Features such as call analysis and conversation summaries reduce the manual effort customer success managers spend recapping calls, while topic and signal dashboards highlight early churn risk, product feedback, and expansion opportunities across accounts. Velaris is built for customer success and account management teams at B2B SaaS companies with recurring revenue, where understanding the substance of customer meetings is central to retention. The platform integrates with many other tools so conversation insights connect to the broader customer record. It is actively operating in 2025 and 2026, with current customer logos, active integrations, and recent industry recognition, positioning its meeting analysis as part of a vertical customer success workflow. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Bold is a free tier with paid upgrades (freemium); Velaris is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Bold | Velaris |
|---|---|---|
| Core capability | One-tap on-device recording with real-time transcription | Analysis of customer meeting transcripts and conversations |
| Standout feature | Speaker detection and diarization for multiple participants | Automatic follow-up task creation from meetings |
| Team usage | AI summaries highlighting action items and decisions | Conversation summaries that reduce manual recap work |
| Integrations | Background recording with screen on or off, plus audio-file upload | Topic and signal dashboards for churn and expansion cues |
| Languages & capture | Searchable, filterable notes with shareable web links | Integrations with many customer success and communication tools |
| Best-fit workflow | Integrations with Google Meet, Notion, Slack, email, and PDF export | Analysis of customer meeting transcripts and conversations |
Bold
Choose Bold if you need capturing in-person meetings without sending a meeting bot — strengths include bot-free, on-device capture for in-person and virtual meetings.
Velaris
Choose Velaris if you need cs managers turning customer calls into structured follow-ups — strengths include connects meeting insights to overall account health.
Bold
Velaris
It depends on your workflow. Bold is strong for capturing in-person meetings without sending a meeting bot, while Velaris is strong for cs managers turning customer calls into structured follow-ups. Both transcribe and summarize meetings.
Bold is a free tier with paid upgrades and Velaris is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
More head-to-head comparisons involving Bold and Velaris.
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