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. 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 Convo when sales reps wanting live prompts and objection handling during prospect calls matters most, and Velaris when teams spotting early churn risk from meeting and message signals matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
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.
Customer success platform that analyzes meeting transcripts and customer conversations into actionable insights.
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
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
Convo 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 | Convo | Velaris |
|---|---|---|
| Core capability | Bot-free local audio capture from the desktop (macOS and Windows) | Analysis of customer meeting transcripts and conversations |
| Standout feature | Real-time on-screen suggestions and talking points during calls | Automatic follow-up task creation from meetings |
| Team usage | Automatic transcription with post-call structured summaries and action items | Conversation summaries that reduce manual recap work |
| Integrations | Follow-up email drafting and searchable meeting history | Topic and signal dashboards for churn and expansion cues |
| Languages & capture | Works across Zoom, Google Meet, Microsoft Teams, Webex, and Slack Huddles | Integrations with many customer success and communication tools |
| Best-fit workflow | Marketplace-style integrations to Slack, Notion, HubSpot, and Salesforce plus Zapier, Make, IFTTT, Power Automate, and a public API | Analysis of customer meeting transcripts and conversations |
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.
Velaris
Choose Velaris if you need cs managers turning customer calls into structured follow-ups — strengths include connects meeting insights to overall account health.
Convo
Velaris
It depends on your workflow. Convo is strong for sales reps wanting live prompts and objection handling during prospect calls, while Velaris is strong for cs managers turning customer calls into structured follow-ups. Both transcribe and summarize meetings.
Convo 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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