Automating with Milo
SalesDesk includes an Agentic AI assistant called Milo that lives alongside your human sellers and buyers—automating repetitive admin tasks like transcribing and encoding meeting recordings, generating and emailing summarised meeting minutes with proposed next steps, creating and assigning follow‑up tasks in the customer’s workspace, and converting documents to PDF. You control exactly what Milo does via simple toggles, and every action Milo takes is tracked in its activity feed (just like any other user), so you can search for “leads created by Milo” or drill into a video file’s processing history. As Milo’s capabilities expand, the busywork continually decreases so your team can focus on building relationships and closing deals.