Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cuebo when reps practicing pitches and full demos against video-avatar buyers matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Cuebo is an AI-powered sales coaching platform, founded in 2024, that combines roleplay practice, automated training content, and call analysis to help sales teams improve through continuous, on-demand coaching. Its AI Roleplay Arena lets reps practice with customizable buyer personas that have voices and video avatars, built from real customer conversations, and provides instant post-call feedback and scoring; reps can even share their screen to practice full demos. A separate AI Trainer capability automatically generates bite-sized, conversational learning modules from uploaded content such as decks, PDFs, and playbooks, organizing them into role-based training paths with assessments. Cuebo's Smart Coach focuses on personalized coaching for individual skill gaps, with objection-handling drills, verbal feedback, and call memory that tracks patterns across sessions, while its conversation intelligence records and transcribes sales calls so managers can review how reps interact with customers. The platform adds gamification, management dashboards with team analytics, and support for more than 20 languages. Cuebo is aimed at inside sales, field sales, and retail teams, as well as onboarding and certification programs that want scalable, repeatable practice and coaching. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Cuebo is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cuebo | Mili |
|---|---|---|
| Core capability | AI Roleplay Arena with customizable video-avatar buyer personas built from real conversations | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Instant post-call feedback and scoring, including screen-share demo practice | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | AI Trainer that auto-generates training modules from decks, PDFs, and playbooks | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Smart Coach for personalized coaching with objection-handling drills and call memory | Custom note and action-item formats for advisory workflows |
| Languages & capture | Call recording and transcription for manager review of customer interactions | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Management dashboards, gamification, and support for 20+ languages | Additional agents for scheduling, onboarding, prospecting, and compliance |
Cuebo
Choose Cuebo if you need reps practicing pitches and full demos against video-avatar buyers — strengths include video-avatar personas and screen sharing enable realistic demo practice.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
Cuebo
Mili
It depends on your workflow. Cuebo is strong for reps practicing pitches and full demos against video-avatar buyers, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Cuebo is a free tier with paid upgrades and Mili is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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