Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Twofold Health: An AI medical scribe that captures clinical conversations from in-person and telehealth sessions and generates formatted clinical notes. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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 Twofold Health when telehealth providers capturing and documenting zoom, doxy, or google meet visits 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.
An AI medical scribe that captures clinical conversations from in-person and telehealth sessions and generates formatted clinical notes.
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
Twofold Health is an AI medical scribe for clinicians that listens to patient encounters and automatically drafts structured clinical documentation. It captures audio from in-person visits or telehealth sessions on Zoom, Doxy, Google Meet, and other video platforms, and also supports dictating a summary, uploading an existing recording, or uploading handwritten notes via OCR. From the captured audio it produces formatted notes in formats such as SOAP, DAP, BIRP, GIRP, intake, History and Physical, discharge summaries, progress notes, treatment plans, and referral letters. An in-app assistant can answer progress questions, suggest ICD/CPT codes, and generate homework ideas. It runs in any modern browser on macOS, Windows, or Linux, with native iOS and Android apps, and works with EHR systems including Epic, Cerner, Athena, and SimplePractice. Twofold is HIPAA compliant, provides a signed Business Associate Agreement, and states it does not use audio, transcripts, notes, or PHI to train AI models. It targets mental and behavioral health, primary care, psychiatry, and allied health providers.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Twofold Health is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Twofold Health |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Captures audio from in-person visits and telehealth platforms (Zoom, Doxy, Google Meet) |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Generates formatted clinical notes (SOAP, DAP, BIRP, GIRP, intake, H&P, discharge, progress notes) |
| Team usage | Pre-call preparation briefs before meetings | Multiple capture modes: live session, dictated summary, audio upload, and handwritten-note OCR |
| Integrations | Deal scoring based on actual call performance | In-app assistant for progress questions, ICD/CPT code suggestions, and homework ideas |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Works across browser (macOS, Windows, Linux) plus native iOS and Android apps |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | EHR compatibility including Epic, Cerner, Athena, and SimplePractice |
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.
Twofold Health
Choose Twofold Health if you need mental and behavioral health clinicians automating session notes and treatment plans — strengths include hipaa compliant with a signed business associate agreement, and states it does not train ai models on phi.
Coach Pilot
Twofold Health
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Twofold Health is strong for mental and behavioral health clinicians automating session notes and treatment plans. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Twofold Health 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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