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. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Convo when sales reps wanting live prompts and objection handling during prospect calls matters most, and Upheal when group practices standardizing documentation and compliance across multiple clinicians matters most. Try them side by side on real calls before deciding — needs vary by team.
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.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
Convo (itsconvo.com) is a native desktop AI meeting assistant for macOS and Windows that captures audio locally from your device rather than joining calls as a bot. It works across Zoom, Google Meet, Microsoft Teams, Webex, and Slack Huddles, so it is not locked to a single conferencing platform. During a call, Convo listens in real time and surfaces on-screen suggestions such as talking points and objection handling that only the user can see, positioning it toward sales and customer-facing conversations. After the call, it produces structured summaries, extracts action items, and can draft follow-up emails. A notable part of its design is the integration layer: Convo turns conversations into structured data that can be pushed to CRM, documentation, and project tools, with marketplace-style connectors for Slack, Notion, HubSpot, Salesforce, and others, plus automation via Zapier, Make, IFTTT, and Power Automate and a public API. Audio is processed locally for privacy, with optional cloud processing only when a user chooses to save a recording. Pre-meeting preparation pulls context from past conversations. The product is actively operating and listed across software directories in 2025/2026. 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
Convo 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 | Convo | Upheal |
|---|---|---|
| Core capability | Bot-free local audio capture from the desktop (macOS and Windows) | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Real-time on-screen suggestions and talking points during calls | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | Automatic transcription with post-call structured summaries and action items | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Follow-up email drafting and searchable meeting history | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Works across Zoom, Google Meet, Microsoft Teams, Webex, and Slack Huddles | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Marketplace-style integrations to Slack, Notion, HubSpot, and Salesforce plus Zapier, Make, IFTTT, Power Automate, and a public API | Automatic deletion of audio recordings after transcription unless explicitly saved |
Convo
Choose Convo if you need sales reps wanting live prompts and objection handling during prospect calls — strengths include no meeting bot joins the call, avoiding participant-list notifications and lobby admission.
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.
Convo
Upheal
It depends on your workflow. Convo is strong for sales reps wanting live prompts and objection handling during prospect calls, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
Convo 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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