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RESOURCES / GUIDES

Guides · Page 2

How to set up and get the most out of Day AI, and how context graphs, agents, and customer memory work.

  • Get started with Day AI in 5 minutes

    Get started with Day AI in five minutes: meet your customer memory, learn what your agent can do, and find the guides to go deeper on each topic.

  • Skills

    How skills work in Day AI: the prompt, trigger, connectors, and notifications that let an agent run a specific workflow, and how to create and refine them.

  • Data Privacy & Sharing

    How to control what Day AI can see: the four data sources, workspace versus private access, what each sharing setting does, and how it affects automation.

  • Day AI Meeting Recording Bot

    How Day AI's meeting recording bot works: when it joins Zoom, Google Meet, and Teams calls, who can see what it captures, and how to control or pause it.

  • Integrations & Connectors

    Everything you can connect to Day AI, the difference between integrations and MCP connectors, what each one syncs, and how to troubleshoot a connection.

  • Day AI Setup Guide

    A step-by-step setup guide for Day AI: connect email and calendar, set sensitivity rules, record meetings, build pipelines, and add teammates.

  • Write emails without the copy-paste workflow

    Write emails 10x faster without the copy-paste workflow. Day AI drafts emails with full customer context and your communication style—no switching tools.

  • Customize Day AI to your business

    Ask your Day AI assistant to create custom properties, tune prompts, and build filtered views—all through conversation.

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