Balto Features

Organizes knowledge from fellow sales representatives and other experienced employees for reference.

Offers content and training for new hires within the tool.

Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.

Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.

Provides a scorecard to display team and/or individual performance.

Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.

Projects team sales performance publicly to reward and motivate employees.

Updates sales data in real-time so as to help teams remain close to their goals.

Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.

Motivates employees by creating time-sensitive competititons that drive performance.

Records sales calls and facilitates playback

Utilizes machine learning technology to analyze recorded sales calls

Analyzes or facilitates the analysis of recorded and stored sales calls for insight

Review data from past periods to reveal recurring tendencies and predict future performance

Receive data and information in real time

Software program that continuously adjusts its behavior based on observed data

Transcribes sales calls from speech to text

Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation

Provides tools for evaluating customer interactions

Offers features for maintaining fair and consistent scoring

Generates quality and performance reports

Tools for providing personalized feedback and coaching sessions

Provides a centralized dashboard for agents to view their scores and feedback

Tools for educating and training agents

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Helps ensure customer privacy and data protection

Processes large data sets

Processes unstructured data

Gives user ability to upload or process various types of files

Outputs fluent reports based on the inputted data

Outputs easy to read charts and graphs based on the inputted data

Grants ability to change generated content based on audience

Supports programming languages such as Java, C, or Python. Supports front-end languages such as HTML, CSS, and JavaScript

Offers the ability for developers to drag and drop pieces of code or algorithms when building language models

Provides users with pre-built algorithms for simpler model development

Allows user to build custom language models

Provides personalized responses to interlocator based on segmentation or past responses.

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Can have a natural, human-like conversation with an interlocator.

Manage and support multiple languages

Allows business to edit conversations to meet the unique needs of one's business.

Gives users the ability to update systems, like CRM, based on conversations.

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

Editing tool that allows users to drag and drop images, icons, widgets, or other components

Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Sends voice calls to a specific queue based on predetermined criteria

Use AI to generate content in the form of text, images, videos, etc.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate the process of generating and qualifying sales leads.

Allows users to automate the handling, processing, and management of documents.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Process and analyze human language in text or audio form

Generative AI can generate synthetic data and simulate scenarios for training and testing purposes.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to identify and resolve issues without user intervention.

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Form predictions based on past and present data/trends

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Monitor and collect information from social media based on specific keywords

Process and analyze human language in text or audio form

Designed for contact centers.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to convert voice into text automatically

Tactical guides providing information and instructions for teams to navigate through tasks and processes

Conduct & deliver coaching sessions to improve employee performance or facilitate development

Transforming unstructured text into a structured format to identify meaningful patterns and new insights

Visually identify direction of development and areas that require attention

Allow users to create, edit, and sort multiple notes

Measures the retention rate and satisfaction of customers.

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Define levels of authorization for access to specific files or systems

Track and report regulatory data to either internal management or external stakeholders

Application programming interface that allows for integration with other systems/databases

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Helps understand a user's intentions/actions

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Provides a channel for team members to share media files, communicate, and work together

Arrange tasks based on the level of priority or urgency

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Access software remotely via mobile devices

Provides a channel for team members to share media files, communicate, and work together

Games or game-like elements to track progress and reward accomplishments

Use AI to convert voice into text automatically

Record the audio of phone conversations for quality assurance purposes

Reports specific to sales analysis for trends and strategies

Analyze and gain insights into data in real-time

Leave comments and notes on documents for others to view

Tools that allow users to create and publish courses and course material/content

Designing course materials to be completed in a sequential order for personalized learning purposes

Creation, administration, and evaluation of assessments or tests

Connect with meeting participants remotely over video

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Listen to live phone conversations for the purpose of training and assessing agent performance

Establish measurable goals and objectives and track their progress over a specific period of time

Create, design and manage workflows for repetitive tasks

Organize and track educational activities

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Track employee/learner's progression through training programs

Store, manage, and track all electronic documents in a centralized location

Centralized repository to store content and assets

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Organize and manage the accomplishments and development of employees or performance of applications or systems

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Search and filter data across systems to locate required information by entering keywords or certain criteria

Ability to chat online in real time

Transfers live calls to other agents

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Highlight specific time marks for annotation and review purposes

Manage and track all past and future calls.

Analyze and gain insights into data in real-time

Monitor wait time and abandonment for incoming requests that have not been routed

Receive data and information in real time

Application programming interface that allows for integration with other systems/databases

Active monitoring of systems, applications, or networks

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Distribute/route/connect calls

Track and document all activities across devices, networks, and other systems

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Predefined actions automatically performed on the occurance of specific events

Set up connections to third-party platforms to improve business processes

Automatically record calls at predetermined times

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Listen to live phone conversations for the purpose of training and assessing agent performance

Move files across different systems or networks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and report on all incoming and outgoing calls

Voice conversion to text

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track and report on call outcomes

Computer-telephony integration is the use of computers to manage telephone calls

Manage, organize, and store contact information

System calls multiple numbers at once and connects the agent to the first number that answers

Computer-based system that allows users to send and receive voice messages

Identify the number and contact information of a caller before answering the phone

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Sends voice calls to a specific queue based on predetermined criteria

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Record live video calls to play later

System that automatically dials calls

Communicate using direct chat or messages within the system

Record the audio of phone conversations for quality assurance purposes

Alter the layout and content of reports

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track interaction history by documenting conversations for contacts

Predict future data based on historical data sets

Interact with data visualization elements, such as charts and graphs, to drill down into data

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Record audio or import/upload audio files

Receive and/or send email notifications for urgent updates, requests, or other information

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Enables users to search, access, and retrieve information from the system's database without needing technical assistance or support

Process and analyze human language in text or audio form

Gauge satisfaction and receive information for improvement and success

Use AI to convert voice into text automatically

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Analyze, correct, and monitor speech for transcriptions or recordings

Online portal through which end users can access the system, manage tasks, or obtain information

Organize and manage the accomplishments and development of employees or performance of applications or systems

Record the audio of phone conversations for quality assurance purposes

Search and filter data across systems to locate required information by entering keywords or certain criteria

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Track and manage adherence to policies for any service, product, process, or supplier

Manage and support multiple languages

Compliant with HIPAA, which sets standards for sensitive patient data protection

Protect sensitive data for digital privacy

Provide agents with a typical response for common call subject matter

Systematic evaluation of various aspects of a project or service to prevent defects or issues

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Manage and track all internal and external communication conducted via calls, email, text, or chat

Organize and group data or items based on various criteria

Identify different languages

Multiple agents work together, share tasks, and coordinate to achieve common goals.

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Build applications without the use of code

Track revisions and updates made to files and navigate between different versions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Model the varying behavior of a system over time through diagrams

Application programming interface that allows for integration with other systems/databases

Store and save retrievable data

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage a growing amount of work to meet increased demand without compromising performance

Manage budgets, track and optimize spending and align capacity to workload demand

Plan availability and assign specific time slots for tasks and resources

Interact with agents using conversational language

Define levels of authorization for access to specific files or systems

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Identify which applications need to exchange data and enable these data connections

Flexible architecture allowing tailored configurations

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Tools for the systematic analysis of various types of data or statistics

Helps understand a user's intentions/actions

Interprets what a user is doing based on context and helps guide them through the process.

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Bots that work alongside humans on tasks that cannot be fully automated

Assemble applications and processes by dragging over and arranging pre-built components

Used as a promotional or demonstration tool in sales and marketing presentations

Use AI to generate content in the form of text, images, videos, etc.

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language

Track and manage adherence to policies for any service, product, process, or supplier

Automatic reply functionality for incoming messages

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Transfer queries and organize messages between agents

Adjust communications based on previous interactions or personal preferences

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Program systems that assist users with their daily administrative responsibilities

AI-based platform which conducts a conversation via auditory or textual methods

Train your system to interpret and transcribe voice messages

View and track pertinent metrics to find patterns and gain insights from data

Create, manage and track all task activities and progression

Initiate interactions with customers by proactively starting conversations or providing informational content

Software program that continuously adjusts its behavior based on observed data

Configure existing workflows to meet your organization's needs

Automate processes from start to finish without human assistance

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Streamlining repetitive tasks and activities through automated and predefined workflows

Managing and resolving errors that occur during program execution to maintain stability

Visualize and analyze customer experience across all touchpoints and channels

Conduct & deliver coaching sessions to improve employee performance or facilitate development

Monitor wait time and abandonment for incoming requests that have not been routed

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Listen to live phone conversations for the purpose of training and assessing agent performance

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

Tool to send questionnaires to customers to gauge feedback

Agents can view and manage all customer requests and interactions.

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Provides a channel for team members to share media files, communicate, and work together

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

A set of processes to optimize the productivity of its employees

View and track pertinent metrics to find patterns and gain insights from data

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

System calls multiple numbers at once and connects the agent to the first number that answers

Connect with meeting participants remotely over video

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Tracking the status of previously identified performance measurements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Manage, organize, and store contact information

Create multiple models or equations for generating scores

Receive system updates as soon as any changes are made

Track interaction history by documenting conversations for contacts

Record the audio of phone conversations for quality assurance purposes

Software program that continuously adjusts its behavior based on observed data

Record and save a video file of what is happening on a computer screen

Streamlining repetitive tasks and activities through automated and predefined workflows