Balto Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What do you need help with?
   • A) Real-Time Guidance setup (dynamic prompts, checklists, objection handling)
   • B) Real-Time QA configuration (automated scoring, compliance checks)
   • C) Coaching workflows (coachable moments, manager alerts)
   • D) Compliance monitoring (PCI, HIPAA, regulatory scanning)
   • E) Integrations (CCaaS, CRM, softphone)
   • F) Balto Notes (automatic call summarization to CRM)
   • G) Comparing Balto to another tool
   • H) Other