Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Otter.ai: Real-time meeting transcription, summaries and conversational AI search We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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 Otter.ai when note-taking for interviews and lectures matters most. Try them side by side on real calls before deciding — needs vary by team.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
Real-time meeting transcription, summaries and conversational AI search
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
Otter.ai joins Zoom, Google Meet, and Microsoft Teams calls to transcribe them live, identify speakers, and generate summaries with action items. The free Basic plan includes 300 transcription minutes per month; paid plans raise the minute cap, allow longer meetings, and add advanced AI workflows and team features. Otter integrates with Salesforce, HubSpot, and Zapier, and offers an MCP server for AI assistants.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Otter.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Otter.ai |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Real-time transcription |
| Standout feature | Automatic call recording, transcription, and CRM syncing | OtterPilot auto-join agent |
| Team usage | Pre-call preparation briefs before meetings | AI summaries and action items |
| Integrations | Deal scoring based on actual call performance | Searchable meeting notes |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Live highlights and comments |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Real-time transcription |
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.
Otter.ai
Choose Otter.ai if you need real-time meeting transcription — strengths include fast, accurate real-time transcription.
Coach Pilot
Otter.ai
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Otter.ai is strong for live transcription you can read during the meeting. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Otter.ai is from $8.33/mo. 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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