CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. OpenOats: Open-source macOS meeting note-taker that transcribes calls locally and surfaces relevant talking points from your own notes in real time. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CleverX when running ai-moderated user interviews at scale with automatic transcription matters most, and OpenOats when privately transcribing meetings on a mac without sending audio to the cloud matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis.
Open-source macOS meeting note-taker that transcribes calls locally and surfaces relevant talking points from your own notes in real time.
CleverX is an AI-native research platform that helps product teams, designers, and UX researchers go from question to insight by designing studies, recruiting participants, and analyzing results in one place. It supports multiple methods including AI-moderated interviews, human-moderated 1:1 interviews, moderated and unmoderated usability tests, and surveys. AI moderators with configurable voice, tone, and probing style conduct natural conversations that follow up and probe deeper at scale, with auto-transcription covering every session and AI highlight reels generating chapter-based clips. Human-moderated interviews are run as live video sessions through Google Meet, Zoom, or Teams, with smart scheduling, real-time transcription, and observer rooms. The platform recruits from a pool described as over 8 million verified participants across industries and languages, and surfaces themes, quotes, and reports that export to PDF, DOCX, or CSV. Fraud protection, behavior monitoring, and end-to-end encryption support data reliability. It is aimed at companies needing fast, qualitative and quantitative customer and B2B research.
Best suited for
OpenOats is an open-source macOS meeting note-taker, created by Yazin Akkawi (the project was previously named OpenGranola before being renamed), that sits alongside your calls and both transcribes the conversation and helps you contribute to it. It captures both sides of a meeting and transcribes audio locally on Apple Silicon so audio never leaves the device, while in real time it searches your own markdown or plain-text knowledge base to surface relevant talking points and things worth saying during the discussion. The application window is hidden from screen sharing by default, which lets it stay private during video calls, and transcripts and session logs are auto-saved locally. OpenOats supports both fully local operation through Ollama and cloud providers such as OpenRouter and Voyage AI, so users can choose between complete offline privacy and hosted models. It is written primarily in Swift, distributed under the MIT license, and actively maintained with very frequent releases. The project documents itself at openoats.com and targets users who want a privacy-respecting, self-hostable alternative to cloud meeting copilots, combining live transcription with a retrieval layer over personal notes rather than only producing an after-the-fact summary. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CleverX is a free tier with paid upgrades (freemium); OpenOats is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CleverX | OpenOats |
|---|---|---|
| Core capability | AI-moderated interviews with configurable voice, tone, and adaptive probing follow-ups | Real-time local transcription of both sides of a conversation on Apple Silicon |
| Standout feature | Auto-transcription and real-time transcription of interview sessions | Live retrieval of relevant talking points from your own notes during meetings |
| Team usage | AI highlight reels that generate chapter-based clips from each interview | Window hidden from screen sharing by default for privacy on calls |
| Integrations | Human-moderated live 1:1 video interviews via Google Meet, Zoom, or Teams | Auto-saved transcripts and session logs to local files |
| Languages & capture | Participant recruitment from a large pool of verified professionals | Works fully local via Ollama or with cloud models (OpenRouter, Voyage AI) |
| Best-fit workflow | Automated analysis surfacing themes and quotes, exportable as PDF, DOCX, or CSV | MIT-licensed, self-hostable Swift application |
CleverX
Choose CleverX if you need running ai-moderated user interviews at scale with automatic transcription — strengths include combines recruitment, interviewing, transcription, and analysis in a single platform.
OpenOats
Choose OpenOats if you need getting live, context-aware prompts from your own notes during sales or customer calls — strengths include local on-device transcription keeps meeting audio private.
CleverX
OpenOats
It depends on your workflow. CleverX is strong for running ai-moderated user interviews at scale with automatic transcription, while OpenOats is strong for getting live, context-aware prompts from your own notes during sales or customer calls. Both transcribe and summarize meetings.
CleverX is a free tier with paid upgrades and OpenOats is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
More head-to-head comparisons involving CleverX and OpenOats.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Clevercast: Clevercast is a multilingual live streaming platform that adds AI-powered closed captions, real-time transcription, speech translation, and remote interpretation to live events and webinars. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. The right pick comes down to team size, budget, and the workflows you want to automate.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Clipto: Mac-based AI transcription and knowledge assistant that indexes and searches meetings, interviews, podcasts, lectures, and other audio/video locally on-device. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Closed Caption Creator: A professional broadcast-grade subtitle and closed-caption editor that uses AI speech-to-text to transcribe audio and video, then exports captions and transcripts in 30+ formats. Below, they line up on price, capture method, and how each fits a real meeting stack.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. This comparison weighs them on pricing, features, and everyday workflow fit.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. The right pick comes down to team size, budget, and the workflows you want to automate.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. This comparison weighs them on pricing, features, and everyday workflow fit.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. This comparison weighs them on pricing, features, and everyday workflow fit.