Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Outset: AI-moderated research platform that runs multimodal interviews at scale and auto-synthesizes themes, quotes, and highlight reels. 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 Outset when continuous customer discovery with rapid automated synthesis 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.
AI-moderated research platform that runs multimodal interviews at scale and auto-synthesizes themes, quotes, and highlight reels.
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
Outset is an all-in-one AI-moderated research platform that combines conversational AI with behavioral and emotional analysis to run qualitative interviews at scale. Its AI moderator conducts natural, adaptive conversations via video, voice, or text, dynamically probing based on audio and visual cues to uncover detail beyond surface-level answers, and supports interviews in effectively any language across a broad set of countries. Researchers set up interview guides quickly with help from automated logic, including advanced probing rules and intelligent question skipping, and the platform can field hundreds of interviews simultaneously. Built-in recruitment provides access to a very large pool of potential participants across many geographies, or teams can bring their own audience. After interviews complete, Outset automatically synthesizes results into relevant summaries, themes, powerful quotes, and customizable highlight reels without manual tagging, and generates shareable outputs including custom AI-generated reports, highlight reels, and slide decks for stakeholders. Most teams complete interviews within hours and receive AI-synthesized summaries minutes later. The company is venture-backed and reports adoption by large enterprises using the platform to accelerate or replace traditional market research methods. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Outset is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Outset |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | AI moderator conducting multimodal video, voice, and text interviews |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Dynamic probing driven by audio and visual cues |
| Team usage | Pre-call preparation briefs before meetings | Automated interview-guide setup with probing rules and smart skipping |
| Integrations | Deal scoring based on actual call performance | Hundreds of simultaneous interviews with built-in recruitment |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Automatic synthesis into summaries, themes, quotes, and highlight reels |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Stakeholder outputs including custom reports and slide decks |
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.
Outset
Choose Outset if you need running large-scale qualitative interviews for market research — strengths include runs large volumes of interviews in parallel with fast synthesis.
Coach Pilot
Outset
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Outset is strong for running large-scale qualitative interviews for market research. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Outset is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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