Balto Reviews & Product Details

I like that Balto can read what both I and the other person are saying. The way it follows the conversation helps me a lot, as it's the main thing I use for my script. I think it's awesome how you can click on different things, and it pops up with different things to say. The features really help me uncover deeper meanings behind calls and handle objections, giving me ideas of what to say. It makes it easier to follow a script and keeps me on pace with the call flow. Also, setting it up was very easy, took me like two to five minutes. Review collected by and hosted on G2.com.

I feel like sometimes the dynamic call following does lag a little bit. Or it doesn't, you know, open up when I say the right things, or maybe it opens up the wrong one. Review collected by and hosted on G2.com.

I love the ability to search and track trends within Balto. As we continue to grow, I know there are consistent areas for improvement for our team members and having insight to large sample sizes is far more impactful than bi-weekly call evaluations. The AI's ability to pick up and track these trends are really insightful. Review collected by and hosted on G2.com.

I think that Balto struggles a bit to switch playbooks itself, which would be really helpful for us as we do not separate sales vs. maintenance calls. This often has the wrong scorecard/playbook attached to certain calls. If this could be fixed, then we I think we would have a higher adaptation rate from the team. Review collected by and hosted on G2.com.

What I find most helpful is the call summary—it’s a huge time saver. It also frees up my brain so I can stay focused on the client, instead of getting bogged down in after-call work when completing an intake. Review collected by and hosted on G2.com.

I dislike that Balto gives me the same reminder call after call, and it isn’t always relevant. Because of that, I end up tuning out the recommendations since many of them don’t feel accurate. Review collected by and hosted on G2.com.

The scripts and troubleshooting guide that pops up depending on the customers concern by picking up certain keywords and audio cues during the conversation. The installation is hassle free and you only need your email address to login. Once it is installed, you can use it everyday and right away without the need to reinstall it or any over-complicated setup. It does not cause conflict with other tools such as Zoom. Support is available 24/7 so anytime there is an issue, we can contact them to resolve it. Review collected by and hosted on G2.com.

If the script or troubleshooting guide does not pop up, you need to look for it manually. There is no option to search them through entering keywords on the app. There also instances that "fillers" from the customer are being picked up as if the user is the one doing those fillers, which sometimes provide incorrect feed back. Review collected by and hosted on G2.com.

What I liked best about Balto was how it helped me stay confident, compliant, and consistent on every call without sounding robotic. As a licensed insurance advisor, conversations move fast and clients can ask a wide range of questions. Balto helped guide the conversation in real time with prompts, rebuttals, and compliance reminders that made it easier to stay on track while still sounding natural and professional.

I also liked that it helped improve objection handling and reduced the mental pressure of trying to remember every script, product detail, and required disclosure during back-to-back calls. It made onboarding and training easier, improved call flow, and helped me focus more on connecting with clients instead of worrying about missing important information.

Another big advantage was the real-time coaching. It felt like having support during the call instead of only getting feedback afterward. That helped increase confidence, efficiency, and overall performance. Review collected by and hosted on G2.com.

One thing I liked least about Balto was that at times the prompts could feel a little too scripted or repetitive, especially during more natural conversations where flexibility and relationship-building matter. In insurance sales, every client interaction is different, so there were moments where I had to balance following the guidance while still keeping the conversation authentic and personalized.

There was also a learning curve in the beginning with navigating all of the features and alerts during live calls. Sometimes too many prompts at once could become distracting instead of helpful, particularly on fast-paced calls. I also think the platform could improve by allowing more customization based on an advisor’s personal sales style and experience level.

Overall, while Balto was very helpful for structure, compliance, and coaching, there were times when it worked best as a support tool rather than something to rely on word-for-word. Review collected by and hosted on G2.com.

The software is great. But the implementation process was exceptional! The team we worked with was knowledgable, efficient, and did a fantastic job of getting us up and running with very limited interruption to the team. Review collected by and hosted on G2.com.

I think that one thing I would say is an area where they can improve is in the functionality of the software. There are a couple of limitations that I think they are working on that will make this a much better user experience. However, it's already such a good system that I feel bad mentioning these slight improvement opportunities. Review collected by and hosted on G2.com.

I like that Balto helps keep our agents on script, which ensures they are saying the right things every time they're on a call with a customer. It makes sure everybody stays on the same topics and says the same things, maintaining consistency. The initial setup was very easy. Review collected by and hosted on G2.com.

I think maybe passing in more fields from our dialer could be improved. Instead of Playbooks being mapped by campaign, I would love it to be mapped by lead source. This way, when different lead sources come in, I could map a different script or playbook to that lead source. Review collected by and hosted on G2.com.

It is user friendly and accurate. It has helped me run my team's QA and helped me to be more efficient with feedback. Review collected by and hosted on G2.com.

There is nothing I dislike about Balto. Andrew is prompt with reasponding and everyone is super helpful. Review collected by and hosted on G2.com.

I use Balto when responding to calls. It helps me by being more effective and creates detailed wrap-up notes to easily copy and paste into other apps like Salesforce. Balto helps me by finding answers to basic questions, greeting customers correctly, and gathering notes while I'm working on other tasks. I like being able to address every detail the customer mentions because Balto listens to the whole conversation. What I like most about Balto is being able to multitask while also not missing any detail of the conversation because Balto takes down notes. I also enjoy how Balto gives me positive feedback and reminds me to sound more 'human'. Balto reminds me to not only address the customer's needs but also react to the customer's feelings. Additionally, the initial setup of Balto was extremely easy. Review collected by and hosted on G2.com.

When I answered a few Spanish calls, it did not detect that I was pleasant, assertive, or empathetic with my customers. Review collected by and hosted on G2.com.

I really love the real-time speech analytics tool Balto offers. It provides real-time insights into conversations, ensuring we cover everything necessary on calls to achieve one-call resolution. Balto acts as a real-time procedural safety net for our agents with the playbooks we write, providing greater compliance oversight and control. My team has really appreciated the direct client support model; we meet weekly with the client support management team to discuss results and customize the tool to meet our needs. This close partnership allows us to identify opportunities, strengths, and weaknesses in the software, helping us customize and advance the tool. Additionally, Balto's ability to ensure consistency in the overall caller experience, regardless of which agent is taking the call, is invaluable. This compliance and procedural safety net helps us be comprehensive and consistent in our daily interactions. Review collected by and hosted on G2.com.

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