Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. 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 Yung Sidekick when creating treatment plans and client/therapist reports for mental health practices matters most. Try them side by side on real calls before deciding — needs vary by team.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals.
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
Yung Sidekick is an AI documentation assistant built specifically for mental health professionals such as psychotherapists, psychologists, counselors, and group practices. It captures sessions in three ways: recording online sessions with its built-in tool, uploading existing audio files, or using a "Dictate Recap" feature where the clinician describes the session verbally afterward. From this audio, the platform generates progress notes in multiple clinical formats including SOAP, DAP, BIRP, and GIRP, along with treatment plans and detailed therapist and client reports, plus session transcripts and analytics. The service runs as a web application (app.yung-sidekick.com), and generated reports can be copied or integrated into a clinician's existing clinical software and workflow. It emphasizes privacy and regulatory compliance, stating it is HIPAA, PHIPA, PIPEDA, and GDPR compliant, with a Business Associate Agreement available, end-to-end encryption, and automatic audio deletion after processing. It is aimed at clinicians who want to reduce time spent on administrative documentation while maintaining clinical focus.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Yung Sidekick is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Yung Sidekick |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Records online sessions, accepts audio uploads, or generates notes from a spoken Dictate Recap |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Generates progress notes in multiple clinical formats (SOAP, DAP, BIRP, GIRP, and more) |
| Team usage | Pre-call preparation briefs before meetings | Produces treatment plans and detailed therapist and client reports |
| Integrations | Deal scoring based on actual call performance | Provides session transcripts and progress analytics |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Notes and reports can be copied or integrated into existing clinical software |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | HIPAA, PHIPA, PIPEDA, and GDPR compliance with end-to-end encryption and automatic audio deletion |
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.
Yung Sidekick
Choose Yung Sidekick if you need automatically drafting therapy progress notes from recorded or dictated sessions — strengths include purpose-built for therapy documentation with multiple recognized clinical note formats.
Coach Pilot
Yung Sidekick
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Yung Sidekick is strong for automatically drafting therapy progress notes from recorded or dictated sessions. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Yung Sidekick is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving Coach Pilot and Yung Sidekick.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. Below, they line up on price, capture method, and how each fits a real meeting stack.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. The right pick comes down to team size, budget, and the workflows you want to automate.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence This comparison weighs them on pricing, features, and everyday workflow fit.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. Below, they line up on price, capture method, and how each fits a real meeting stack.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. This comparison weighs them on pricing, features, and everyday workflow fit.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. Below, they line up on price, capture method, and how each fits a real meeting stack.