Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Eleveo when recording and transcribing customer service and sales calls at scale matters most, and Upheal when group practices standardizing documentation and compliance across multiple clinicians matters most. Run both through a week of actual calls to see which suits your workflow.
Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
Eleveo is a workforce optimization software suite built for contact centers, combining call recording, quality management, speech analytics, and workforce management. Its media capture component records voice calls, video, and agent screens across multiple channels, while AI-driven speech analytics applies continuous speech recognition to produce call transcriptions, automated summaries, sentiment detection, topic categorization, and flags. From transcriptions it surfaces highlights, next steps, and trends, and summaries can be exported to CRM systems via an open API. The platform also includes agent scheduling and forecasting, plus compliance tooling for regulations such as GDPR, PCI-DSS, and TCPA. It integrates with major contact center and calling platforms including Cisco Webex Contact Center, Webex Calling, Microsoft Teams, Amazon Connect, Genesys, and Unify OpenScape, with on-premises, cloud, and hybrid deployment options. Eleveo is aimed at mid-market and enterprise contact centers and quality, compliance, and operations teams that need to capture, transcribe, and review customer conversations at scale rather than individual meeting note-taking.
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
Eleveo is custom pricing (contact sales); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Eleveo | Upheal |
|---|---|---|
| Core capability | AI speech analytics with continuous speech-to-text transcription | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Omnichannel media capture (voice, video, and screen recording) | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | Automated call summaries with highlights, topics, and next steps | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Sentiment detection and conversation categorization across interactions | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Workforce management with AI forecasting and agent scheduling | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Compliance tooling for GDPR, PCI-DSS, and TCPA | Automatic deletion of audio recordings after transcription unless explicitly saved |
Eleveo
Choose Eleveo if you need recording and transcribing customer service and sales calls at scale — strengths include analyzes and transcribes 100% of recorded interactions, not just samples.
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.
Eleveo
Upheal
It depends on your workflow. Eleveo is strong for recording and transcribing customer service and sales calls at scale, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
Eleveo is custom pricing 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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