Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Sona Insight: Apple-ecosystem AI app that records, transcribes, summarizes, and lets you chat with meetings, lectures, and interviews. 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 Sona Insight when capturing lectures and interviews with custom summary formats 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.
Apple-ecosystem AI app that records, transcribes, summarizes, and lets you chat with meetings, lectures, and interviews.
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
Sona Insight (also presented simply as Sona, at sona.wtf) is an AI-powered voice-to-text and meeting assistant built for the Apple ecosystem, with support across iPhone, iPad, Mac, Apple Watch, and additional Apple platforms, plus a web browser experience. The app records conversations and transcribes them into text across a wide range of languages, then automatically summarizes key points and action items. Users can apply custom summary templates tailored to meetings, lectures, or interviews, and an AI chat feature lets them ask follow-up questions, brainstorm, or draft follow-ups based on the captured conversation. Sona supports offline recording, with internet required only for processing and AI queries, and it includes Apple-native touches such as Live Activities, Dynamic Island support, and an Apple Watch app for quick capture. Transcripts and summaries are stored in each user's personal account and can be exported and shared as PDF or text. The product targets people who want to stay present in a meeting or lecture while letting AI handle transcription, summarization, and recall afterward. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Sona Insight is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Sona Insight |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Records and transcribes meetings, lectures, and interviews |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Automatic summaries with key points and action items |
| Team usage | Pre-call preparation briefs before meetings | Custom summary templates for different conversation types |
| Integrations | Deal scoring based on actual call performance | AI chat to ask questions and draft follow-ups from transcripts |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Offline recording with PDF/TXT export and sharing |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Apple-native Live Activities, Dynamic Island, and Apple Watch support |
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.
Sona Insight
Choose Sona Insight if you need recording and summarizing meetings while staying present — strengths include deep apple-ecosystem integration across iphone, ipad, mac, and watch.
Coach Pilot
Sona Insight
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Sona Insight is strong for recording and summarizing meetings while staying present. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Sona Insight 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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