Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Microsoft Teams Copilot: Microsoft 365 Copilot inside Teams summarizes meetings, surfaces who said what, captures action items, and answers questions about the discussion during and after calls. The right pick comes down to team size, budget, and the workflows you want to automate.
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 Microsoft Teams Copilot when catching up on a teams meeting you joined late or missed matters most. Run both through a week of actual calls to see which suits your workflow.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
Microsoft 365 Copilot inside Teams summarizes meetings, surfaces who said what, captures action items, and answers questions about the discussion during and after calls.
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
Copilot in Microsoft Teams is the AI meeting assistant built into Microsoft 365 Copilot. During or after a Teams meeting it summarizes key discussion points (including who spoke and what they said), suggests action items, and answers questions by reasoning over the conversation and meeting chat. It works in real time via the Copilot button and is also available afterward through the meeting chat and Recap tab. Transcription does not have to be running just to turn Copilot on during a meeting, but live transcription must be enabled to prompt Copilot about what was said and to access its conversation history after the meeting ends; recording itself is not required. Longer responses can be opened in Word, and table-style output in Excel. Copilot is sold as a paid add-on that requires a qualifying Microsoft 365 or Office 365 subscription, and it extends beyond Teams across Word, Excel, Outlook, and other Microsoft 365 apps. A no-cost Microsoft 365 Copilot Chat tier is included for eligible subscribers but excludes the full work-grounded Teams meeting Copilot experience.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Microsoft Teams Copilot is from $30/mo (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Microsoft Teams Copilot |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Meeting summaries |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Action item detection |
| Team usage | Pre-call preparation briefs before meetings | Speaker-attributed recap |
| Integrations | Deal scoring based on actual call performance | Real-time meeting Q&A |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Export to Word and Excel |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Meeting summaries |
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.
Microsoft Teams Copilot
Choose Microsoft Teams Copilot if you need generating post-meeting recaps and action items for teams calls — strengths include deeply integrated into teams and the wider microsoft 365 suite (word, excel, outlook), so no third-party meeting bot is needed.
Coach Pilot
Microsoft Teams Copilot
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Microsoft Teams Copilot is strong for generating post-meeting recaps and action items for teams calls. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Microsoft Teams Copilot is from $30/mo. 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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