Get started with Mili + 
RingCentral

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How it works

Settings → Integrations → Connect RingCentral → Authorize
In RingCentral → Settings, enable Auto Call Recording + Smart ACR
Make or receive your RingCentral call as you normally would
Review notes post-call & choose record type to sync instantly
Approve tasks with title, assignee, priority & due date. Sync instantly.
Draft & send follow-up emails to clients in a single click
Query past notes & context in Mili Office. Fetch data on demand.

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Frequently Asked Questions

01
How does Mili create my notes?

After a call ends, Mili pulls the recording transcript that RingCentral already generated and turns it into structured notes, personal and family details, financial info, client DNA, and action items. Mili never joins or listens to the call itself.

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02
Does Mili need access to my RingCentral account?

Yes. Mili connects to your RingCentral account so it can pull the transcript after each call. You authorize this once from Mili → Settings → Integrations.

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03
Does Mili record or listen to my calls?

No. RingCentral does the recording, and Mili only reads the transcript that comes out of it. Mili doesn't hear anything on the call and never joins it.

04
Do I need a microphone or speaker set up for this?

No. Mili doesn't capture any audio from your device. It works entirely from the transcript RingCentral creates, so your mic, speaker, and headset setup don't matter.

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05
What do I need to turn on in RingCentral?

Call recording, Automatic Call Recording for both inbound and outbound calls, plus Smart ACR. Recording has to be on so RingCentral can create the transcript Mili uses.

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06
Do my notes sync to my CRM automatically?

Only with your approval. You review the notes after each call and choose what syncs, so nothing lands in your CRM without you seeing it first.

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07
Is this hard to set up? Do I need IT?

No plugin to install. Setup is two quick parts: turning on call recording in RingCentral (usually an admin setting) and connecting RingCentral inside Mili.

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08
How does consent work without a bot?

Before you hit Start, Mili asks you to confirm that you have the client's consent. Every single time, no skipping it. That confirmation is logged with a timestamp, by client and by date. So if your compliance team ever asks, it's right there.

Ready to connect Mili with 
RingCentral
?

Prepare with CRM context, capture meeting insights automatically, and query client data instantly.

Let Mili handle the busy work while you focus on clients.

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