Using Mili Office

Mili Office is an AI-powered workspace inside Mili that helps advisors quickly retrieve information, analyze data, and run operational tasks using intelligent agents.

With Mili Office, you can interact with your connected systems — such as your CRM, calendar, email, and documents — and use specialized AI skills to generate insights, run research, and prepare for meetings.

Instead of searching across multiple systems, Mili Office brings everything into a single interface where you can ask questions and run workflows instantly.

Accessing Mili Office

You can open Mili Office directly from within the Mili application. The purple circle on the bottom right side is how you open Mili Office.

Once opened, Mili Office provides a workspace where you can:

• Ask questions using natural language

• Run AI-powered skills

• Select the data sources used to generate answers

• Upload files for analysis

• Manage multiple conversations

For a larger working area, you can switch to Full Screen mode, which provides a more focused view for running tasks and reviewing results.

Mili Office remains accessible even if you navigate away from a meeting page, allowing you to continue your work without interruption.

Controlling Data Sources

Every request in Mili Office can use information from different connected sources. These are called Connectors

Examples of sources include:

• CRM platforms (such as Salesforce)

• Calendar

• Email

• Mili meeting notes

• Connected integrations

Before sending a request, you can select which sources should be used.

This gives you full control over where the AI retrieves information from.

If a source is not connected, you will see a Connect button that allows you to link the integration directly from the interface.

Uploading and Analyzing Files

Mili Office allows you to upload documents and analyze them using AI.

To analyze a document:

1. Click the File Upload button.

2. Upload the document.

3. Ask a question about the file.

Mili will analyze the document and generate answers based on its contents.

This is useful for reviewing documents, extracting insights, or answering questions about uploaded materials.

Using Skills in Mili Office

Mili Office includes a catalog of AI Skills designed to perform specific tasks.

You can browse and select skills using the Skill Selector.

Examples of skills include:

• Client analysis

• Prospect research

• Data retrieval

• Document analysis

Each skill is optimized for a specific workflow and automatically gathers the necessary information from your connected systems.

Client Snapshot

The Client Snapshot skill generates a structured overview of a client by pulling information from your connected CRM and other sources.

To run a Client Snapshot:

1. Select Client Snapshot from the Skill Selector.

2. Choose the client from your CRM.

3. Select the sources you want the agent to use.

4. Submit the request.

Mili will analyze the available data and generate a structured client overview.

The snapshot may include:

• Personal details

• Financial information

• Historical conversations

• Meeting history

• Email communications

• Tasks and activities

Each result also shows the sources used to generate the information, providing transparency into where the data was retrieved from.

Prospect Research

Mili Office can also perform Prospect Research using publicly available information.

This skill analyzes data from the public web and generates a structured profile of a prospect.

The research output typically includes:

• Professional background

• Personal interests and hobbies

• Public information about the individual

• Additional relevant insights

A downloadable PDF report is also generated, which can be used for meeting preparation or internal research.

Managing Conversations

Mili Office supports multiple chat sessions so you can manage different tasks separately.

You can:

• Start a new chat for a new task

• View your previous conversations

• Switch between chats at any time

This helps keep different workflows organized — such as client analysis, research, or document review.

Full Screen Mode

Mili Office can be opened in Full Screen mode to provide a larger workspace.

This mode is useful when:

• Reviewing detailed outputs

• Running complex queries

• Working with research reports or snapshots

You can exit full screen or minimize the window at any time.

FAQs

Q: What is Mili Office?

A: Mili Office is an AI-powered workspace that allows advisors to interact with connected systems, retrieve client information, run research, and perform operational tasks using specialized AI skills.

Q: What sources can Mili Office use when answering questions?

A: Mili Office can retrieve information from connected sources such as your CRM, calendar, email, Mili meeting notes, and other integrated platforms. You can select which sources should be used before submitting a request.

Q: Can I upload documents and ask questions about them?

A: Yes. Mili Office allows you to upload documents and analyze them using AI. Once uploaded, you can ask questions and Mili will generate answers based on the contents of the document.

Q: What does the Client Snapshot skill do?

A: Client Snapshot generates a structured overview of a client by pulling information from your CRM and other connected sources. It summarizes key information such as financial data, communication history, meeting notes, and related activities.

Q: What is Prospect Research used for?

A: Prospect Research gathers publicly available information about a prospect and generates a structured profile that includes professional background, personal interests, and other relevant insights. A downloadable PDF report is also provided.

Q: Can I run multiple conversations in Mili Office?

A: Yes. Mili Office supports multiple chat sessions, allowing you to create new conversations for different tasks and switch between them whenever needed.