Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Intelligent Summary+: An AI-powered deposition summarization tool from Esquire Deposition Solutions that turns legal deposition transcripts into topic-organized summaries with hyperlinked page/line citations. 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 Intelligent Summary+ when legal teams generating issue-organized deposition memos for briefing and trial prep 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.
An AI-powered deposition summarization tool from Esquire Deposition Solutions that turns legal deposition transcripts into topic-organized summaries with hyperlinked page/line citations.
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
Intelligent Summary+ is an AI-powered deposition summarization service from Esquire Deposition Solutions, launched May 30, 2024. Rather than capturing audio itself, it ingests completed deposition transcripts — including transcripts not produced by Esquire — and uses patent-pending AI built on external Large Language Model providers to analyze them. The output is a single DOCX document containing the full transcript alongside several layers of analysis: a Deposition Abstract encapsulating the proceeding, one to five pages of extracted Key Admissions, a Page/Line Summary organized by topic with hyperlinked page/line citations back to the source dialogue, and a Deposition Memo that organizes the summary thematically around key legal and factual issues. The system parses deponent names and gender pronouns and applies two layers of human quality control. Esquire states the platform is SOC 2 Type II, ISO 27001:2013 certified, and HIPAA compliant, and that data is not retained for AI training. It targets litigators and legal teams assessing, preparing, briefing, and trying cases, with same-day turnaround available for transcripts received during business hours.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Intelligent Summary+ is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Intelligent Summary+ |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | AI-generated page/line transcript summaries with hyperlinked citations to source dialogue |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Deposition Memo organizing the summary thematically around key legal and factual issues |
| Team usage | Pre-call preparation briefs before meetings | Automatic extraction of key admissions (one to five pages) |
| Integrations | Deal scoring based on actual call performance | Deposition Abstract providing a brief encapsulation of the full deposition |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Two layers of human quality control on AI output |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | DOCX delivery containing the summary alongside the full transcript |
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.
Intelligent Summary+
Choose Intelligent Summary+ if you need litigators rapidly assessing and preparing deposition testimony for case strategy — strengths include purpose-built for legal depositions with accurate page/line citations back to the source transcript.
Coach Pilot
Intelligent Summary+
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Intelligent Summary+ is strong for litigators rapidly assessing and preparing deposition testimony for case strategy. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Intelligent Summary+ is custom pricing. 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.
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