Customize Day AI to your business
· Michael Pici
We designed Day AI to be valuable right out of the box. You open it up, it works. Notes are automatically generated. Actions get created. It just happens.
But here's what we've learned: working great out of the box is only half of it. You also need complete control to tune things to your specific business – your priorities, your data model, your way of working. And we think that customization shouldn't feel like a traditional CRM setup. It needs to feel natural.
Prompt your assistant with these examples to make Day AI feel like it was built specifically for you:
Tune the default custom properties
When you create a pipeline, Day.ai automatically gives you properties like Amount, Close Date, Goals, Challenges, and Risks – pre-prompted and ready to use. You can edit these prompts or delete them entirely. Get the best of both worlds: a great starting point that you can fine-tune to your specific use case.
Ask your Assistant: "Help me improve the prompt on the Amount property on the opportunity object". Your assistant will help you make sure that your amounts on deals are populated the exact way you want by AI.
Create a custom property with your assistant
We know this sounds a little too good to be true – "just talk to your Assistant and your CRM configures itself!" But this one delivers.
Your Day AI assistant can help structure your data right in a chat with you. Custom properties pull from all of your underlying data – emails, meeting recordings, Slack messages, web research – so you can get pretty creative with what you ask for. Tell it what problem you're solving, it recommends properties and writes the prompts. Then you test on real records, see the output and the reasoning, and refine through conversation until it's exactly right.
Ask your Assistant: "Here's my top priority right now: [share what you’re working on / trying to figure out]. Can you help me create custom properties to track this?"
Favorite your most important views
Create custom views (filtered tables of your data), then favorite them to add them directly to your main navigation. Your active customers, your open deals – all one click away instead of buried in menus.
Ask your Assistant: "Create me a view of all of the opportunities where I am the owner"
The bottom line: When you want to make Day AI yours, you can – without it feeling like work.