Balto Howto
Balto is an AI-powered real-time guidance platform for contact centers that helps agents say the right thing on every call.
View MoreHow to Use Balto
Sign up for Balto: Contact Balto's sales team to set up a demo and sign up for the service.
Integrate with your phone system: Work with Balto to integrate their software with your existing phone/CCaaS system. Balto integrates with over 60 softphones and major CCaaS platforms.
Configure playbooks and guidance: Use Balto's Playbook Designer to create customized guidance, checklists, and prompts for your agents to use during calls.
Train managers and agents: Balto's Customer Education team will train your managers on using the Balto Agent App and Cloud App. They will then train your agents on using the Agent App.
Agents use real-time guidance during calls: As agents take calls, Balto's AI listens and provides real-time guidance on the side of their screen, including checklists, dynamic prompts, and notifications.
Managers monitor and coach in real-time: Managers can view real-time call data, set up alerts for key moments, and provide live coaching via chat.
Review QA scores and analytics: Use Balto's Real-Time QA and reporting features to automatically score calls, identify trends, and drive improvements.
Refine and optimize: Continuously refine playbooks and guidance based on data and results to optimize agent performance over time.
Balto FAQs
Balto is an AI-powered real-time guidance platform for contact centers. It provides agents with real-time prompts, coaching, and quality assurance to improve customer conversations and drive better business outcomes.
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