Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Tana: AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base. 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 Tana when turning meeting notes into linked tasks and project knowledge 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.
AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base.
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
Tana is an AI-native workspace that combines outlining, knowledge management, and a built-in meeting notetaker. Its Meeting Notetaker captures, transcribes, and summarizes meetings without requiring a bot to join the call; instead, it records computer system audio directly from the desktop app, which means it works across Zoom, Google Meet, Teams, and even in-person meetings, lectures, and interviews started on the computer. On Mac, Tana can detect when a meeting link is opened and offer to start transcribing immediately. Once captured, transcripts and summaries flow directly into the Tana workspace, where the AI can extract action items and push them to task boards, link the meeting to relevant people and projects, and surface notes where they are needed. It supports many languages with automatic detection and is available on Mac and Windows desktop apps. Tana is aimed at professionals and teams who want their meeting notes to become structured, connected knowledge rather than isolated transcripts, integrating capture with an ongoing personal or team knowledge system. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Tana is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Tana |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Bot-less meeting capture using computer system audio |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Transcription and AI summaries for online and in-person meetings |
| Team usage | Pre-call preparation briefs before meetings | Action items pushed directly to task boards in the workspace |
| Integrations | Deal scoring based on actual call performance | Links meeting notes to relevant people and projects |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Automatic meeting detection on Mac |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | 60+ language support with automatic detection |
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.
Tana
Choose Tana if you need transcribing and summarizing meetings without a bot in the call — strengths include captures meetings without adding a bot to the call.
Coach Pilot
Tana
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Tana is strong for transcribing and summarizing meetings without a bot in the call. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Tana 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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