Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Tali AI: Tali AI is a Canadian-built AI ambient scribe and medical dictation platform that turns patient conversations into structured clinical notes for healthcare providers. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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 Tali AI when clinics auto-populating insurance, disability, and referral forms from encounters matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
Tali AI is a Canadian-built AI ambient scribe and medical dictation platform that turns patient conversations into structured clinical notes for healthcare providers.
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
Tali AI is an AI-powered clinical documentation platform for healthcare providers. Its Ambient Scribe listens to in-person, virtual, or phone visits and generates structured notes such as SOAP or consult notes from the conversation, without requiring explicit voice commands. It also offers AI medical dictation, where clinicians can speak a summary of a visit and have it converted into a structured note. Tali captures audio through a Chrome extension and desktop use, or via iOS and Android apps that can act as a microphone and sync notes to the desktop; it works with standard headset microphones. Beyond note-taking, Tali can pre-fill structured clinical and insurance forms, surface follow-up actions like referrals, labs, and prescriptions, and provides a medical search feature for medications and conditions. It integrates directly with EMRs/EHRs including Oscar Pro, TELUS Health Med Access, PS Suite, Healthquest, and Practice Fusion, and is positioned for primary care and specialty practices across multiple disciplines.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Tali AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Tali AI |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Ambient scribe that auto-generates structured SOAP and consult notes from patient conversations |
| Standout feature | Automatic call recording, transcription, and CRM syncing | AI medical dictation from spoken visit summaries |
| Team usage | Pre-call preparation briefs before meetings | Direct integration with EMRs/EHRs including Oscar Pro, Med Access, PS Suite, Healthquest, and Practice Fusion |
| Integrations | Deal scoring based on actual call performance | Capture via Chrome extension, desktop, and iOS/Android apps used as a microphone |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Automatic pre-filling of clinical and insurance forms |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Medical search for medications and conditions plus automatic follow-up task surfacing |
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.
Tali AI
Choose Tali AI if you need family physicians and specialists documenting patient visits hands-free during or after appointments — strengths include purpose-built for clinical workflows with deep emr/ehr integrations.
Coach Pilot
Tali AI
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Tali AI is strong for family physicians and specialists documenting patient visits hands-free during or after appointments. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Tali AI 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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