Myko AI

Myko AI is an operating system for field teams that handles administrative work in CRMs like Salesforce and Veeva. It uses voice input to log calls, update opportunities, place orders, send quotes, and perform other CRM actions. Reps can speak a voice note, and Myko AI automatically updates CRM fields, creates records, and schedules follow-ups. The tool is designed to save time, improve data accuracy, and increase CRM adoption. It supports complex multi-step workflows, validation rules, and custom objects, and can be customized to a team's Salesforce configuration. Myko AI also offers a proprietary search algorithm for fuzzy matching and duplicate prevention.

Key Features

• Voice-to-action: Convert voice notes into CRM updates
• Multi-step workflows: Handle quoting, closing opportunities, approvals by voice
• One note, multiple actions: Update multiple CRM objects from a single voice message
• Fast customization: Build rules and automations quickly
• Proprietary search algorithm: Fuzzy matching and cross-object validation
• Meeting preparation: Combine CRM, public, and internal data

Use Cases

• Logging calls, updating pipeline, setting next steps
• Placing orders, sending quotes
• Creating contacts, accounts, opportunities
• Triggering approval workflows
• Preparing for customer meetings

Who It’s For

Field sales reps, medical device sales, outside sales reps, account executives, and managers in industries like life sciences, financial services, restaurant technology, consumer goods, and energy.