Agent Assist That Consistently Drives ROI
Agent assist used to be for new hires. Balto puts knowledge, real-time search, customer history, and autonomous tools in one homebase, so ramping agents get up to speed faster and ten-year veterans still reach for it on every call.
All-in-one
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.
1080px · full workspace
Pain Questions
- Could you tell me more about that?
- Could you give me an example?
- How long have you been working on that?
- What have you tried to do to fix that?
- How much is that costing you in terms of…
Engaged the customer in a discussion about their needs and challenges with representatives. Confirmed the best email for communication, addressed potential concerns about cancellation, and closed by sending a calendar invite for a follow-up meeting.
Every interaction stays reachable at every width. Below 560px the workspace collapses to the compact companion — the live call guidance front and center, with the rest one tap away.
The answers no one can memorize, before they're asked for
Give your agents immediate context to customer histories and access to all of the systems your business relies on to get answers before and during calls.
Pre-call
Context the second the call connects. No CRM scrambling.
In-call · AgentGPT
Suggested questions
In-call · Tools
Switch playbooks to see the same three surfaces answer a different kind of call. The sources are your own knowledge bases and connected systems — not a generic model guessing.
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.
Theme
Choose the appearance of the interface
Accent color
Select the color used for highlights and accents
Call summaries
Balto writes the summary and syncs notes to your CRM after every call.
Supervisor alerts
Flag a moment live so a supervisor sees it while the call is still open.
Leaderboards
Show where an agent stands on the metric their team is driving.
Pinned modules
Pin what matters, collapse what doesn't, and keep the arrangement across calls.
Drag the pinned modules in the workspace above to reorder them — the order sticks.
Window size
From a full second monitor down to a sliver beside a single-screen CRM.
Celebration effect when checklist items are completed
Pick an effect to see it fire, or tick a checklist item in the workspace above. 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.
Customer History
Context the second a call connects — who is calling, why they called before, and what matters to them.
AgentGPT
Front and center. Ask in plain language, or use a suggested question, and get a verified answer without leaving the call.
Tools
Prescription lookups, provider directories, live pricing calculations — the numbers no agent can memorize, on demand.
Checklist
Guidance that can be collapsed, reordered or ticked off. Structure when it helps, out of the way when it doesn't.
Leaderboard
Where an agent stands on the metric their team is driving, including the AI participants working alongside them.
Settings
Theme, accent color, layout and celebration effects. The workspace looks the way each agent wants it to.
Real-time agent assist by the numbers
Calls guided in real-time
Backed by experience from over 500 million guided calls, Balto's agent assist powers teams across every industry and use case.
Positive G2 reviews
Balto is the top-rated real-time guidance software. Customers love our ease of use, fast ROI, and exceptional support.
Real-time recommendations
Balto's agent assist has delivered over one billion real-time recommendations, powering agents on every call.
Live Agent Assist FAQs
No. The checklist is one module among many. Balto's agent assist consolidates knowledge, real-time search, customer history and supervisor communication into a single workspace — the agent's homebase rather than a script reader sitting on top of their other tabs.
Layout, pinned modules, collapsed sections, window size, theme and accent color. Agents pin what they use most so the information they need is always where they expect it, and the arrangement persists across calls.
Your own knowledge bases and connected systems. Leaders consolidate their sources in one place, and AgentGPT and Tools return answers with verified sources so agents stop relying on messy Slack threads.
Yes. The workspace reflows down to a compact companion that keeps the metric and the leaderboard visible, with everything else one tap away — drag the handle in the demo above to see each width.
Balto writes the call summary — sentiment, reason, outcome, next steps and objections — and saves notes straight to your CRM, so after-call work stops eating into the next conversation.
See Balto in Action
Solve your customers’ problems faster with industry-leading AI. No manual call scoring, no random listening, and no holds to look up information.