Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Velaris: Customer success platform that analyzes meeting transcripts and customer conversations into actionable insights. 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 Convin when automating quality assurance across all contact-center interactions matters most, and Velaris when teams spotting early churn risk from meeting and message signals matters most. Run both through a week of actual calls to see which suits your workflow.
AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails.
Customer success platform that analyzes meeting transcripts and customer conversations into actionable insights.
Convin is an AI-backed conversation intelligence platform built primarily for contact centers and sales teams that handle high volumes of customer interactions. Its core function is to capture and analyze the full range of conversations, recording calls and ingesting chats and emails, then generating transcriptions and concise summaries for each interaction. On top of that data, Convin's AI analyzes conversations to detect buying signals, objections, competitor mentions, sentiment shifts, and recurring pain points, and it builds searchable conversation libraries. The platform applies automated call scoring for quality, sentiment, and compliance, which replaces sampling-based manual QA by evaluating interactions at scale rather than a small subset. Convin also offers real-time coaching cues and agent assistance during live calls, along with role-based dashboards for agents, managers, and leaders so each can see relevant performance data. It integrates with CRM systems to capture action items and next steps for follow-up. Convin serves regulated and high-volume industries such as fintech, banking, healthcare, real estate, and retail, and is aimed at teams that want data-driven coaching and quality assurance rather than subjective spot checks. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Velaris is an AI customer success platform that consolidates account health, product usage, and engagement signals, and includes capabilities for capturing and analyzing customer conversations. Its meeting and communication analysis can listen to meetings, create follow-up tasks, and turn meeting transcripts, emails, and chats into structured insights, surfacing context that would otherwise stay buried in call recordings and inboxes. Features such as call analysis and conversation summaries reduce the manual effort customer success managers spend recapping calls, while topic and signal dashboards highlight early churn risk, product feedback, and expansion opportunities across accounts. Velaris is built for customer success and account management teams at B2B SaaS companies with recurring revenue, where understanding the substance of customer meetings is central to retention. The platform integrates with many other tools so conversation insights connect to the broader customer record. It is actively operating in 2025 and 2026, with current customer logos, active integrations, and recent industry recognition, positioning its meeting analysis as part of a vertical customer success workflow. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Convin is a free tier with paid upgrades (freemium); Velaris is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Convin | Velaris |
|---|---|---|
| Core capability | Automatic recording and transcription of calls, chats, and emails | Analysis of customer meeting transcripts and conversations |
| Standout feature | AI call scoring for quality, sentiment, and compliance | Automatic follow-up task creation from meetings |
| Team usage | Real-time agent coaching cues and live assistance | Conversation summaries that reduce manual recap work |
| Integrations | Searchable conversation library with buying-signal and objection detection | Topic and signal dashboards for churn and expansion cues |
| Languages & capture | Role-based dashboards for agents, managers, and leaders | Integrations with many customer success and communication tools |
Convin
Choose Convin if you need automating quality assurance across all contact-center interactions — strengths include analyzes interactions across voice, chat, and email channels.
Velaris
Choose Velaris if you need cs managers turning customer calls into structured follow-ups — strengths include connects meeting insights to overall account health.
Convin
Velaris
It depends on your workflow. Convin is strong for automating quality assurance across all contact-center interactions, while Velaris is strong for cs managers turning customer calls into structured follow-ups. Both transcribe and summarize meetings.
Convin is a free tier with paid upgrades and Velaris 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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