Mili and Sam (HeySam) are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. Sam (HeySam): Multi-agent AI sales copilot that joins calls, records and analyzes meetings, and assists sales engineers in Slack. They overlap on ai-meeting-assistants, ai-sales-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
For ai-meeting-assistants, ai-sales-meeting-assistants workflows, shortlist Mili when capturing recording-free notes from in-person and virtual client meetings matters most, and Sam (HeySam) when supporting reps with real-time technical answers during sales calls matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Additional agents for scheduling, onboarding, prospecting, and complianceAutomatic summaries, follow-ups, and instant CRM updatesCRM sync with platforms such as Wealthbox
Mili is a free tier with paid upgrades (freemium); Sam (HeySam) is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
Recording-free, real-time meeting notes via secure streaming
Joins and records calls on Zoom, Teams, and Google Meet
Standout feature
Support for in-person, virtual, and phone meetings without joining as a bot
AI Sales Engineer that answers technical questions in real time on Slack
Team usage
Automatic summaries, follow-ups, and instant CRM updates
Call summaries, video recaps, and CRM updates delivered to Slack
Integrations
Custom note and action-item formats for advisory workflows
AI RFP Copilot that completes RFPs in Google Sheets from call data
Languages & capture
CRM sync with platforms such as Wealthbox
Sizzle Reel short video summaries for follow-ups
Best-fit workflow
Additional agents for scheduling, onboarding, prospecting, and compliance
Customer-facing Ask AI bot for documentation and communities
Best for
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.
Sam (HeySam)
Choose Sam (HeySam) if you need supporting reps with real-time technical answers during sales calls — strengths include surfaces sales-engineering expertise on calls without a human se on every meeting.
Pros & cons
Mili
+ Recording-free capture appeals to privacy-conscious advisory firms
+ Works across in-person, virtual, and phone meetings without a meeting bot
- Built for wealth advisors, so less applicable outside financial services
Sam (HeySam)
+ Surfaces sales-engineering expertise on calls without a human SE on every meeting
+ Deep native Slack integration suits Slack-centric go-to-market teams
- Slack-centric workflow may not fit teams that do not standardize on Slack
FAQ
Is Mili or Sam (HeySam) better for AI meeting notes?
It depends on your workflow. Mili is strong for capturing recording-free notes from in-person and virtual client meetings, while Sam (HeySam) is strong for supporting reps with real-time technical answers during sales calls. Both transcribe and summarize meetings.
How do Mili and Sam (HeySam) compare on price?
Mili is a free tier with paid upgrades and Sam (HeySam) is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Can I use both Mili and Sam (HeySam)?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.