Assistant directory

Every tool we cover, grouped by how it takes part in a sales call. Desktop overlays are the category this site is about. Conversation intelligence platforms overlap with it where they add live cards through a meeting bot, and outbound tools are included because they are often shortlisted alongside both.

Live desktop overlays

Standalone desktop apps that listen to the call on the rep’s machine and surface answers, coaching or notes on the rep’s own screen while the conversation is happening. Nothing joins the meeting as a participant.

SalesGhost

Desktop overlay, no bot Our pick

A Mac and Windows desktop assistant that listens to the call and shows factual answers, objection responses and coaching cues drawn from your own company knowledge, then drafts the recap.

Best for
Reps who want live, sourced answers from their own materials without a bot in the meeting
Runs on
macOS 14.2 or later, Windows 10 and 11
Read the review

Cluely

Desktop overlay, no bot

A general-purpose live meeting assistant for Mac, Windows and iPhone that listens to the conversation and offers instant answers, notes and next steps, with a sales mode and coaching add-ons.

Best for
Individuals who want a broad, real-time answer engine across many meeting types
Runs on
Mac, Windows and iOS
Read the review

Conversation intelligence and notetakers

Platforms that record and transcribe calls through a meeting bot or telephony, then analyse them. How much they help during the call varies: Outreach Kaia shows live content cards through its bot, Fathom follows along with a live summary, and Gong’s guidance arrives once the recording exists.

Gong

Live transcript, post-call guidance

A revenue intelligence platform that records and transcribes calls, then lets teams ask Gong Assistant for summaries, objections and next steps on the call page after the fact.

Best for
Revenue teams that want deal visibility, coaching analytics and forecasting across every recorded call
Runs on
Web application; recording via meeting bot or telephony integrations
Read the review

Fathom

Live transcript, post-call guidance

An AI notetaker that records Zoom, Google Meet and Microsoft Teams calls with or without a bot, follows the conversation with a live summary, and delivers recaps, action items and CRM sync afterwards.

Best for
Teams that mainly want reliable recordings, summaries and CRM notes at low cost
Runs on
Mac and Windows; bot-free capture is Mac only at the time of writing
Read the review

Outreach Kaia

Meeting bot with live cards

Outreach’s conversation intelligence layer. A Kaia assistant joins the meeting, transcribes in real time and can show live content cards for competitors, products, pricing and integrations.

Best for
Teams already running Outreach who want live cards and coaching inside that platform
Runs on
Web application; the Kaia assistant joins as a meeting participant
Read the review

Outbound and prospecting automation

Tools that find leads and run email sequences before a call ever happens. Included so readers can see how the category differs from in-call assistance.

Instantly

Not an in-call tool

A cold email and lead database platform with an AI Sales Agent that finds prospects and writes personalised outreach. It works before the call rather than during it.

Best for
Outbound teams generating pipeline by email at volume
Runs on
Web application
Read the review

How tools get listed

A product is included when it is commonly shortlisted for “AI on sales calls” and its vendor documents what it does. Each entry follows those documents and the help centre where one exists. Tools are added as they are reviewed and removed when a product is discontinued.

See how we rank them