RTG3 consolidates everything your agents need - knowledge, real-time search, customer history, autonomous tools and supervisor communication in one homebase shaped around the way they work.
Compliance, knowledge, workflows and supervisor support in one place — and it holds together at any size, from a full second monitor to a sliver beside a single-screen CRM.
{{ chevDownSvg }}WHAT MATTERS MOST TO YOU IN A PLAN — KEEPING YOUR DOCTOR, YOUR PRESCRIPTIONS, OR COST?{{ pinSvg }}{{ closeSvg }}
Discovery
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{{ endcallSvg }}Aug 10, 11:40 AM Call ended
Summary
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Summary
Confirmed the Scope of Appointment and read the CMS TPMO disclaimer verbatim, then walked the member through plans that keep their providers in-network and cover their prescriptions. Verified provider and formulary status live, and enrolled the member in the Advantage Choice PPO effective January 1.
AI can make mistakes. Check important info.
EditCopy allRequest coachingCall ID: 607778943
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PINNED{{ gridSvg }}Manage
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{{ chevDownSvg }}"IS MY DOCTOR IN-NETWORK ON THIS PLAN?"
Checking the provider live before enrolling prevents the top cause of 90-day disenrollment.
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Every interaction stays reachable at every width. Below 560px the workspace collapses to the compact companion — the metric that matters and the leaderboard, with the rest one tap away.
A knowledge sidekick
The answers no one can memorize, before they're asked.
Give your agents immediate context to customers histories and access to all of the systems your business relies on to get answers before and during calls.
PRE-CALL
CUSTOMER HISTORY
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Context the second the call connects. No CRM scrambling.
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Suggested questions
GENERATED BY BALTO AI
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IN-CALL · TOOLS
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A workspace you own
Customizable to drive better adoption.
Agents can customize their layouts, pin what they use most, and personalize the look and feel of their workspace. Your frontline can create a workspace that fits the way they work.
Settings
DisplayFeaturesLayout
Theme
Choose the appearance of the interface
Accent color
Select the color used for highlights and accents
Confetti
Celebration effect when checklist items are completed
Tick a checklist item in the workspace above to see it fire. Drag the pinned modules to reorder them — the order sticks.
Everything the frontline needs, in one place
Six surfaces, one workspace. Each one replaces a tab an agent used to keep open.
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600 M+
Calls guided in real-time
Backed by experience from over 600 million guided calls, Balto's Real-Time agent assist (RTG3) powers teams across every industry and use case.
500 +
Positive G2 reviews
Balto is the top-rated Real-time guidance software. Customers love our ease of use, fast ROI, and exceptional support.
1 B+
Real-time recommendations
Balto's Real-Time Agent Assist has delivered over one billion real-time recommendations, powering agents on every call.
Questions we get
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Give your agents a homebase.
We'll set RTG3 up against your own playbook and walk your team through their first live call on it.