EvaluAgent: EvaluAgent is a contact-center quality assurance platform that automatically transcribes, scores, and analyzes customer conversations across calls, chats, emails, and tickets. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist EvaluAgent when automatically score and audit 100% of customer service calls and chats for quality and compliance matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
EvaluAgent is a contact-center quality assurance platform that automatically transcribes, scores, and analyzes customer conversations across calls, chats, emails, and tickets.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
EvaluAgent is a UK-based quality assurance and performance-improvement platform built for contact centers, BPOs, QA leads, team managers, and frontline agents. It captures interactions from connected CCaaS, CRM, and helpdesk systems, then transcribes voice calls to text and processes chats, emails, and tickets so every conversation can be reviewed rather than just a manual sample. Its AutoQA engine uses customizable drag-and-drop scorecards to automatically evaluate interactions, applying auto-fail logic and weighting that mirror how a team grades quality. A conversation-intelligence layer adds sentiment analysis, reason-for-contact classification, intent detection, summarization, predictive metrics, and customer-vulnerability signals. Insights flow into coaching plans, performance tracking, and agent feedback. The platform also offers AI-agent observability to detect issues in automated conversations, plus calibration and reporting tools. It integrates with systems such as Genesys, Five9, NICE CXone, Talkdesk, Amazon Connect, Salesforce, and Zendesk, and lists enterprise security credentials including SOC 2 Type II and ISO 27001.
Best suited for
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
EvaluAgent is a free tier with paid upgrades (paid); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | EvaluAgent | Pulse360 |
|---|---|---|
| Core capability | Automatic voice-call transcription with multi-language support | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | AutoQA scoring of 100% of conversations using customizable drag-and-drop scorecards | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Conversation intelligence: sentiment analysis, intent detection, and summarization | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Reason-for-contact classification and predictive metrics (CSAT/NPS/resolution) | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | AI-agent observability to flag hallucinations, missed intents, and quality issues | AI rephrasing to improve client communications |
| Best-fit workflow | Coaching workflows, calibration, and dashboards built on QA insights | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
EvaluAgent
Choose EvaluAgent if you need automatically score and audit 100% of customer service calls and chats for quality and compliance — strengths include transcribes and analyzes every interaction across voice, chat, email, and tickets rather than a small manual sample.
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
EvaluAgent
Pulse360
It depends on your workflow. EvaluAgent is strong for automatically score and audit 100% of customer service calls and chats for quality and compliance, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
EvaluAgent is a free tier with paid upgrades and Pulse360 is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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