Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress 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 Conveo when continuous consumer and ux research using video interviews at scale matters most, and Upheal when group practices standardizing documentation and compliance across multiple clinicians matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
Conveo is an AI qualitative research platform that handles the full interview workflow, from recruiting participants to moderating conversations to analyzing results, with the goal of compressing research timelines from weeks to days. Its AI interviewer conducts real video, voice, and text conversations asynchronously, adapts the discussion guide in real time, and probes with contextual follow-up questions based on each participant's responses, supporting interviews across 50-plus languages end to end including the interviewer, transcripts, and reports. Researchers can upload a brief or business objective and have Conveo generate an interview guide, then begin fielding within roughly half an hour. Because it captures video alongside voice and text, the platform performs multi-signal analysis, reading tone, emotional cues, and behavior in addition to spoken content, and it links findings back to the source video moments so insights can be validated and shared. Automated outputs include executive summaries, thematic analysis, emotional insights, and quantitative data extraction. Conveo positions itself as an end-to-end platform for continuous research across consumer insights, UX, marketing, and product workflows. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health therapists and behavioral health practices. It records and transcribes therapy sessions and then generates clinical progress notes formatted to a chosen template, typically within about a minute. Sessions can be captured through Upheal's built-in HIPAA-compliant telehealth video, in-person audio recording, dictation, or by uploading pre-recorded audio files; transcription supports multiple languages including English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform offers numerous note formats such as SOAP, DAP, BIRP, GIRP, EMDR, intake, and mental status exam, plus customizable sections. Beyond documentation, it provides scheduling, client intake forms, billing and superbills, secure messaging, and compliance checking. A browser extension transfers notes into other EHRs and works alongside telehealth tools like Zoom and Google Meet. By default, audio recordings are deleted after transcription unless saved. It is aimed at solo therapists, group practices, and virtual care providers.
Best suited for
Conveo is a free tier with paid upgrades (freemium); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Conveo | Upheal |
|---|---|---|
| Core capability | AI interviewer conducting asynchronous video, voice, and text interviews | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Real-time discussion-guide adaptation with contextual follow-ups | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | Multi-signal analysis of voice, video, tone, and behavior | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Automated executive summaries, thematic analysis, and quantitative extraction | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Findings linked back to source video moments | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | End-to-end recruiting, interviewing, and analysis in 50+ languages | Automatic deletion of audio recordings after transcription unless explicitly saved |
Conveo
Choose Conveo if you need continuous consumer and ux research using video interviews at scale — strengths include video capture enables emotional and behavioral analysis beyond transcript text.
Upheal
Choose Upheal if you need therapists automating clinical progress notes after telehealth or in-person sessions — strengths include purpose-built for therapists with clinically structured note templates rather than generic meeting summaries.
Conveo
Upheal
It depends on your workflow. Conveo is strong for continuous consumer and ux research using video interviews at scale, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
Conveo is a free tier with paid upgrades and Upheal 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.
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