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Notes

Agent assist and quality · by Balto

Real-time call summarization AI that automatically generates agent notes and saves them to CRM, with customization, supervisor view, redaction of PCI and PHI, and CRM integration.

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Where it ranks

Current edition · updated Oct 20, 2026

What it does

Real-time call summarization AI that automatically generates agent notes and saves them to CRM, with customization, supervisor view, redaction of PCI and PHI, and CRM integration.

  • Real-time agent guidance and coaching during live calls
  • Automated quality assurance and call scoring
  • Compliance monitoring and proactive alerts
  • Call summarization and CRM integration
  • Voice AI agents for high-volume repeatable calls
  • Omnichannel conversation management
Category
Agent assist and quality
Built for
Financial services and insurance
Users
Contact centers, Sales teams, Customer service teams, Collections agencies and 5 more
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Balto doesn't list prices publicly. Ask them for a quote.

Security and compliance

As reported by Balto. Ask for audit reports before you buy.

  • PCI DSSCompliant
  • HIPAACompliant
  • Real-time redaction of PCI and PHI data
  • Scrubbing of sensitive information like social security numbers
  • Default exclusion of PI through redaction

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