RESOURCES / GUIDES
Guides
How to set up and get the most out of Day AI, and how context graphs, agents, and customer memory work.
- Context graph vs. RAG vs. CRM: what each one does, and whether AI agents will replace the CRM
A CRM, RAG and a context graph compared on one real question: what each stores, when each is the right tool, and whether AI agents will replace the CRM.
- Day AI vs ZoomInfo GTM AI: two context graphs for go-to-market
Day AI and ZoomInfo GTM AI both call themselves a context graph for go-to-market. One is built from your team's own conversations, the other from ZoomInfo's market data. What each holds, who it fits, and how to run both.
- How to build your own context graph for your go-to-market team
A step-by-step guide to building a context graph for go-to-market: sources, identity resolution, storage, retrieval, freshness, MCP access, and where DIY builds break.
- How to give Claude Code memory of every customer conversation
Set up Claude Code to know your customers: CLAUDE.md for standing context, MCP servers for HubSpot, Gong and Gmail, a skill that joins them, and what changes when your team uses it too.
- How to grade your company's AI agent setup
A scorecard for go-to-market agents you have already built: how to test each agent, the ten questions that grade the system around them, where home-built setups break, and how Day AI closes those gaps.
- How to prepare for a sales meeting with AI
What a sales meeting brief should hold, where homemade prep breaks, how Day AI briefs every meeting, plus a copyable template, a section per attendee, timing, and first-meeting vs renewal examples.
- How to update your CRM automatically from call recordings
Turn Zoom, Meet, Teams, Granola or Gong recordings into Salesforce or HubSpot field updates: build the pipeline through your CRM's MCP server, or have Day AI run it after every call.
- Is CRM dead? What comes after CRM is the context graph
Is CRM dead? Yes. Why a context graph has to replace the CRM, where the market view breaks, and how to switch, with or without ripping out your CRM.
- Should you build your own customer context layer or buy one?
A decision guide for go-to-market teams: when to build your own customer context layer, when to buy one, what each costs over 6 to 12 months, and a checklist.
- The best AI CRM for a startup in 2026, ranked, and what comes after the CRM
A ranked roundup of AI CRMs for startups and for teams that already run Salesforce or HubSpot, with what each one does well, sourced from vendor pages in October 2026, and nine criteria for what comes after the CRM.
- What is an AI-native CRM? What the market means, and what it should mean
What the market calls an AI-native CRM, with examples like Attio, Lightfield, Folk and Clarify, and what the term should mean: a record that writes itself from your team's conversations, with governed agents that act on it.
- Take your agent beyond the chat
Answering questions is just the start. Give your Day AI agent skills: recurring jobs it runs on a schedule or on events, working from your customer memory.
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