Resource Hub
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Upcoming:Beyond AI Agents: AI Tools for Contact Center Executives
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Upcoming:Reality check: What AI does great and what we’re still working on in 2026
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Upcoming:If your QA process today is manual, this is what it could look like with AI.
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Oct 23, 2025
How to Analyze Voice of the Customer (VOC): Step-by-Step Guide for Contact Centers
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Oct 22, 2025
Outbound Call Center Performance Metrics: The Complete Guide to Smarter KPI Tracking
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Oct 16, 2025
Call Center Workforce Optimization: Strategies, Tools & Best Practices for 2025
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Articles
Apr 23, 2025
Start in the Kitchen: Why Every Smart AI Strategy Begins with Back Office Automation
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Sep 7, 2022
Lack of Proper Software Cited as Major Issue in Financial Services Contact Centers
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May 13, 2022
KPI Series: 5 Actionable Steps to Improve Agent Satisfaction Scores in Contact Centers
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News
Sep 6, 2023
Balto’s Real-Time Notetaker Summarizes One Million Calls With Groundbreaking Generative AI
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Feb 7, 2023
Balto Research Team Finds Tenured Agents Believe the Contact Center Is a Strong Career Choice
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Sep 21, 2022
Balto Elevates the Agent Experience in the Contact Center with New Suite of Features
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Aug 5, 2022
Balto Selected for Fast Company’s Fourth Annual List of the Best Workplaces for Innovators in the United States
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May 18, 2022
Balto Champions Collaborative Intelligence, Unveils Industry Intelligence Playbooks
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Research
Jan 23, 2025
2025 Consumer Expectations Report: AI, Omnichannel, and the New Landscape of Consumer Expectations
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Oct 2, 2023
Distinguishing Real From Hype: How Contact Centers Are Actually Using AI in 2023
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Apr 20, 2023
2023 Contact Center Report: How Contact Center Leaders Are Improving Efficiency and Doing More With “Less”
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Mar 6, 2023
Overcoming Distrust On Calls: Professor Mike Yeomans on Building Trust & Bad Questions
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Nov 14, 2022
Questions Are Magic: Professor Alison Wood Brooks on the Power of Humor, Question-Asking, & Small Talk
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Feb 8, 2022
In-Person or Virtual? 6 Surprising Findings About Remote Work at Contact Centers
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Oct 22, 2021
We Surveyed 500 Managers About Call Center Coaching. Conclusion: It’s Not Working.
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Case Studies
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BrightBridge’s Playbook for Consistently Outstanding Member Experience
Challenge BrightBridge Credit Union needed to scale a consistently excellent member experience while growing fast. According to VP of Member Support, Zobeida Duarte, the team relied on manual QA and live listening: a “manual checklist to confirm whether or not an agent met the quality standards.” This slowed feedback loops and made it hard to…
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The End of Random Call Reviews: How Horizon Rebuilt Its Agent Experience
Challenge: Training That Took Too Long “Before Balto, our supervisors had to listen to each call manually. That’s just not scalable.” – James Luxton, VP of Customer Service Horizon Services faced two big hurdles: onboarding was too slow, and they had no consistent way to verify what agents said on calls. Like many contact centers,…
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From Uncertainty to unmatched NPS: Inside InteLogix’s AI-Driven Transformation
Challenge: Manual Processes Slowing Everything Down As InteLogix expanded across service lines—collections, customer care, first- and third-party support—so did the complexity of its training and quality operations. For Ivonne Ortiz, Director of Training & Quality, and Chip Kennedy, VP of Shared Services, the mission was clear: make agents’ lives easier. But that wasn’t easy to…
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How EmpiRx Scales Faster and Delivers “White Glove” Service with Balto
EmpiRx moved customer service in-house and needed to train a brand-new team—fast. With Balto, they ramped quicker, improved consistency, and gave agents the confidence to handle complex calls. Challenge: Starting from Zero EmpiRx is a pharmacy benefit manager, and our customer service team supports inbound calls from members, pharmacies, and providers with pharmacy insurance questions. For years,…
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Integris Health Enhances Patient Support and Operational Efficiency with Balto
Integris Health, Oklahoma’s largest healthcare system, is utilizing Balto’s AI-powered real-time guidance platform to significantly improve patient interactions and streamline operations within its contact center. Faced with the challenge of managing high call volumes and ensuring active listening across its complex billing and patient financial services, Integris Health implemented Balto to enhance quality metrics, reduce…
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How One Mnet Health Optimizes Compliance and QA with Balto
“Balto has helped us transform our compliance and onboarding processes, and the real-time reporting features have been a game-changer. Our agents feel more confident, and we have the data we need to coach them effectively.” One Mnet Health, a leader in medical billing and first-party collections, faced challenges in maintaining compliance, onboarding agents quickly, and…
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Powering People, Driving Performance: NYPCC’s Success With Balto
The Challenge: Consistency on Every Call NYPCC, a NY based mental health organization, needed to create consistency and deliver value-based conversations. Every company wants to ensure their reps are hitting the mark every time they’re on the phone with a customer, but when it comes to scaling, things can get messy. Consistency becomes elusive, especially…
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PJ Fitzpatrick’s Journey with Balto: Enhancing Sales and Training
The Challenge: Improving Sales Performance and Training Efficiency PJ Fitzpatrick, a leader in the home improvement industry, needed to optimize their call center operations and improve the performance of their sales agents. At the same time, they wanted to provide its team with tools that would not only increase efficiency but also enhance the customer…
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Leading Change in Collections With Credit Control Corporation
In the competitive world of debt collection and customer service, companies face constant challenges related to operational efficiency, interaction accuracy, and agent training. Credit Control Corporation recently shared the difficulties they encountered and how implementing Balto’s AI solutions transformed their approach. The Initial Challenge: Managing High Volumes of Consumer Interactions Credit Control handles a high…
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Redirect Health Elevates Member Experiences With Balto
In today’s fast-paced customer service environment, maintaining high standards of customer satisfaction is crucial. Redirect Health needed to enhance the quality of care they deliver to members. Initially, NPS scores were stagnant, prompting them to look for a solution to improve service delivery. That’s when Redirect decided to incorporate Balto into its ecosystem. Why Redirect…
Webinars

Upcoming:Beyond AI Agents: AI Tools for Contact Center Executives
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Upcoming:Reality check: What AI does great and what we’re still working on in 2026
Read More
Upcoming:If your QA process today is manual, this is what it could look like with AI.
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Breaking Barriers: Elevating CX Across Languages and Cultures
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The Art of Asking Questions: Finding the Answers You Need to Improve Conversions, CX, and Call Outcomes
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Office Hours: Leveraging AI for Continuous Improvement in Patient Services
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Office Hours: Improve Appointment Setting in Your Home Improvement Contact Center
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Office Hours: How Leading Insurers Use Balto to Sell Smarter
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The Agent(ic) Era: Coaching in the Age of Co-Pilots
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From Connect to Commit: Building the Conversion Machine
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The Real Reason Your Team Can’t End Difficult Calls — And How to Change That
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Balto’s Spring Release: Coaching, Compliance, and Insights
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Is Your Contact Center Built for AI? The 5 Traits of High-Performing Teams
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Stop Working Like a Robot. Let AI Handle That.
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Compliance is Your Secret Weapon: 5 Bold Moves to Drive Enrollment and Lead with Data
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How to Select Your First AI Projects w/ Convoso
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Top Contact Center Trends for 2025: Insights from Industry Leaders
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The Ultimate QA Process: Automated Scoring for Faster Insights
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AI in the Contact Center: Powering Agents or Risking Over-Automation?
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The Future of Home Services: Merging Lead Intake Automation with Agent Empowerment
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QA Automation & Insights: How AI Is Fueling Call Centers Agents
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Revolutionize Quality Assurance with Balto’s QA Copilot
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Artificial Intelligence in the Contact Center: What AI Can and Can’t Do in 2024
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Balto QA Copilot: Using AI To Improve Conversations – featuring Bradley Metrock & John Walter of the Contact Center AI Association & Balto’s CEO, Marc Bernstein
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Harness the Power of AI in Contact Centers – Learn how AI-powered solutions will transform guidance, coaching and QA.
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Navigating the Future of Contact Centers: A Fireside Chat on CX and AI Innovation with Davit Baghdasaryan, CEO @ Krisp and Marc Bernstein, Founder & CEO @ Balto
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Separating Fact from Fiction: Real-Talk on the Role of AI in Customer Service – Featuring 8×8’s Justin Robbins & Balto’s Founder and CEO, Marc Bernstein
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From the Desktop to the Field; How to Leverage AI from Start to Finish in your Sales Cycle – Featuring Rillavoice’s CEO, Sebastian Jimenez & Balto’s Founder and CEO, Marc Bernstein
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Replacing Customer Surveys with Sentiment Analysis – an Ask Me Anything Session with Jeff Toister
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The AI Rush: Turning Today’s AI Frenzy Into Real Customer Insights, featuring Balto Founder & CEO, Marc Bernstein
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Fact vs Fiction – What AI in the Contact Center Means for Agents & Managers
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Unlocking Growth: How to Transform Your Contact Center into a Customer Acquisition Dynamo – With Michele Santagata
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Transforming Call Center Quality Assurance – A New Era of Excellence – Featuring Tim Claudin, VP Sales, Balto
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The Revolution of AI in the Outbound Call Center – Webinar – Featuring Balto’s CEO, Marc Bernstein & Convoso’s Chief Product Officer, Bobby Hakimi
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Balto’s Conversation Excellence Lab: Distinguishing Real From Hype: How Contact Centers Are Actually Using AI
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Lee Salz – Skyrocket Your Close Rate With Effective Discovery
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The Right Response Every Time: A Foolproof Guide to Training Agents for Escalated Customer Issues
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What We’ve Learned By Guiding 200M+ Calls – Contact Center Trends & Insight
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Justin Robbins – How To Deliver Ridiculous Value With Your Customer Service Team
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Five Considerations Before You Implement AI In Your Contact Center with Blair Pleasant
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How to Engage & Motivate Agents: AMA with Jeff Toister
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How 400+ Leaders Are Improving Contact Center Efficiency
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Coaching For the Win: How AI Makes Contact Center Coaching More Effective w/Roy Atkinson
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Do More With Less: 3 Effective Strategies to Maximize Your Contact Center’s Potential – w/Myra Golden
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Say This Not That With Lee Salz: Sales Edition
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Jeb Blount On The Biggest Issue In Sales Contact Centers: Objections
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What Makes the Contact Center a Great Career? Insights from 600+ Tenured Agents
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How to Identify & Coach on the Most Effective Soft Skills – with Myra Golden
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Turn Your Contact Center Into a Profit Center – with Blair Pleasant
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9 Tips and Tactics to Politely Control Difficult Customer Calls – with Myra Golden
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How to Fix Contact Center Onboarding, According to 400+ Agents and Managers
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How eHealth Improved Agent Performance Using Balto’s Real-Time Coaching
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Developing a Great Agent Experience in Your Contact Center – with Blair Pleasant
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Building a Profit-Driving Contact Center – Insights from 360+ Executives
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3 “R” De‑escalation Method for Contact Center Agents – with Myra Golden
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Managing Bilingual Contact Center Agents for Peak Performance
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What We’ve Learned by Guiding 135 Million+ Agent Calls – Balto Real-Time Index
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Rethinking Call Scripts – Results from Surveying 500+ Contact Center Agents
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Have Winning Conversations at Enterprise Scale | RingCentral + Balto
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Create Superstar Reps and Improve Agent Engagement with Real-Time Guidance
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Boost Agent Performance by Scaling Excellent Conversations with AI
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How to Coach ONCE and WIN
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30 x 30 | How to Improve Your Home Services/Solar Contact and Conversion Rates by 30%
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How National General Insurance Improved Their Claims Department with Balto
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How National General Insurance Improved Sales with Balto
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National General Results
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Why National General Chose Balto’s Real-Time Guidance
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Working With Balto – AmTrust
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AmTrust Pilot Results
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How AmTrust Uses Balto
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The Benefits AmTrust Got From Balto
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Overcoming Stalls and Objections
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How National General Insurance Used Real-Time Guidance to Impact Sales Conversions & Audit Scores
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AmTrust Customer Story with Balto: Improving Agent & Customer Experiences with Real-Time Guidance
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How Agency Leaders are Preparing Now for 2021’s Debt Landscape
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Connecting & Collecting for Work from Home
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Using A.I. Technology to Collect More and Negotiate with Empathy
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