Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Summary AI: Mobile-first AI note taker that records and transcribes meetings on-device and offers an AI agent that joins online calls to summarize them. This comparison weighs them on pricing, features, and everyday workflow fit.
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 Summary AI when sending an ai agent to join and summarize remote zoom, meet, or teams calls 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.
Mobile-first AI note taker that records and transcribes meetings on-device and offers an AI agent that joins online calls to summarize them.
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
Summary AI, published by Labhouse, is an AI meeting note taker available on iOS and Android with a companion web experience. With one tap it records audio, generates transcripts with speaker labels, and produces concise bullet-point summaries that capture key decisions, action items, deadlines, and discussion points. Transcripts are searchable, and a built-in AI chat lets users ask questions about a conversation, such as who was assigned a task, and jump to the exact moment in the recording. The app supports recording and transcription in a large set of languages and can translate live. In addition to capturing audio directly on the device, Summary AI offers an AI Meeting Assistant agent that can automatically join online meetings on Google Meet, Zoom, and Microsoft Teams to record the conversation, create a full transcript, and generate a summary with key points and action items. Users can export notes to PDF and share them with their team. The product is positioned for professionals, students, and anyone capturing meetings, interviews, lectures, or podcasts on the go, and it is actively operating in 2025 and 2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Summary AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Summary AI |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | One-tap recording with transcripts and speaker labels |
| Standout feature | Automatic call recording, transcription, and CRM syncing | AI bullet-point summaries with decisions, action items, and deadlines |
| Team usage | Pre-call preparation briefs before meetings | AI Meeting Assistant agent that joins Google Meet, Zoom, and Microsoft Teams calls |
| Integrations | Deal scoring based on actual call performance | Chat-with-your-meeting Q&A and keyword jump-to-moment search |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Recording and transcription across many languages with live translation |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Export to PDF and team sharing |
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.
Summary AI
Choose Summary AI if you need recording and summarizing in-person meetings or interviews from a phone — strengths include flexible capture via both on-device recording and an agent that joins online calls.
Coach Pilot
Summary AI
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Summary AI is strong for recording and summarizing in-person meetings or interviews from a phone. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Summary AI is a free tier with paid upgrades. 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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