Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Dovetail: Customer insights platform that centralizes interviews and feedback, with AI transcription, analysis, search, and a research repository. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Coach Pilot when coaching reps live during sales calls to keep them on methodology matters most, and Dovetail when building a searchable repository of customer insights matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
Customer insights platform that centralizes interviews and feedback, with AI transcription, analysis, search, and a research repository.
Coach Pilot is an AI sales coaching and conversation-intelligence platform built around an AI agent called Ricavi that joins sales calls and works during and after the conversation. During calls, Ricavi provides live sidebar guidance that tracks methodology compliance and objection handling, acting as a real-time coach for the rep. The platform captures calls automatically with recording, transcription, and CRM syncing, and it can draft follow-up emails and post-call summaries within minutes. Beyond meeting notes, Coach Pilot scores every deal based on actual call performance rather than rep-entered notes, and it builds AI-generated forecasts using call evidence and deal-health metrics. It also generates pre-call preparation briefs ahead of meetings so reps walk in informed. Coach Pilot supports a range of recognized sales methodologies including MEDDIC, BANT, and SPIN Selling, and it integrates with common tools such as Gmail, Outlook, Salesforce, HubSpot, and Zoom. The product positions itself around in-call real-time coaching rather than purely post-call analysis, and it is an active, operating product with login access, demo bookings, and customer testimonials. It is well suited to revenue teams that want coaching, CRM automation, and forecasting tied directly to recorded conversations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Dovetail is a customer insights and research platform that centralizes qualitative data from user interviews, sales calls, support tickets, and research studies into a single repository powered by AI. Teams can upload or import interview recordings and let Dovetail handle AI transcription, then analyze the material to turn raw feedback into structured intelligence. Its AI capabilities include automatic analysis, AI chat and search across customer data, AI dashboards that visualize trends alongside business metrics, and AI docs for creating shareable outputs. The research repository organizes studies, transcripts, tags, and highlights so insights remain searchable and reusable across projects, and highlight reels let teams clip and share video evidence of key moments. Dovetail supports transcription in multiple languages and includes redaction of sensitive information for privacy. It connects to other tools through integrations and an API so customer signals can flow across a team's stack. Used by product, design, research, and customer experience teams, Dovetail aims to replace assumption-based decisions with evidence drawn directly from customer conversations and feedback. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Dovetail is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Dovetail |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | AI transcription of interview and meeting recordings |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Automatic analysis that turns raw feedback into structured insights |
| Team usage | Pre-call preparation briefs before meetings | AI chat and search across all customer data |
| Integrations | Deal scoring based on actual call performance | Research repository for transcripts, tags, and highlights |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Highlight reels and video clips of key moments |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | AI dashboards, AI docs, and sensitive-information redaction |
Coach Pilot
Choose Coach Pilot if you need coaching reps live during sales calls to keep them on methodology — strengths include combines live coaching, conversation intelligence, and forecasting in one tool.
Dovetail
Choose Dovetail if you need transcribing and analyzing user research interviews — strengths include centralizes interviews and feedback from many sources in one repository.
Coach Pilot
Dovetail
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Dovetail is strong for transcribing and analyzing user research interviews. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Dovetail 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.
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