Notes

Balto’s AI automatically summarizes calls and syncs them to your CRM.

Increase Agent Productivity

Call summarization AI creates agent notes and automatically saves them to the CRM—so agents spend more time taking calls and less time writing about them.

Customize for Your Calls

Easily generate notes on the topics of your choice, like call purpose, outcome, sentiment, key questions, and customer concerns.

Supervisor View

Never again click into a call only to realize it wasn’t what you were expecting. Notes follow your call records in Balto, with intelligent call views that save supervisors’ time.

Boost agent efficiency by reducing after-call work

No Agent Downtime

Notes generate within seconds of each conversation, so agents don’t sit around waiting for call summaries.

Better Data Quality

No more sloppy manual notes, typos, shorthand, or missed details. AI writes clean, complete call summaries.

Redaction

Notes automatically mask PCI and PHI information to protect customer privacy and comply with regulations.

Flexible Integration

Automatically capture full call transcripts, key moments, and structured call summaries to your CRM or knowledge base.

Explore Balto’s AI Workforce

Coaching

Compliance

Quality

Insights

Guidance

Notes

Measurable Impact on Your KPIs

  • Pima Medical Institute Cuts Inefficiencies With Real-Time Guidance and Notetaker

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  • How Bordner Home Solutions Uses Real-Time Tools to Close Gaps in Calls

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  • How Balto Supports This Leading Office Retail Company Achieve Top-Tier Customer Experience

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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.

Equip agents with answers to customer questions in real-time, instantly pulling information from your knowledge base.

Coach your agents faster than ever. Balto identifies which agents need coaching, does your prep work, pulls coachable calls, and takes you right to the coaching moments.

Instantly view insights on the trends driving your business, ready for you out of the box.

QA calls faster than ever, so all that’s left is verifying data entry and surfacing trends to leadership.