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Persistent chat, unified controls, and smarter imports

· Michael Pici

This week was all about smoothing out workflows. We focused on usability, consistency, and flexibility across the product.

Here's what shipped this week

Your assistant now stays with you while you work Chat lives in a persistent side panel that stays open as you navigate Day AI. View people, check opportunities, browse pipelines. Your conversation is always right there.

The assistant chat panel staying open on the side while navigating between records in Day AI

Unified controls across boards and tables Sorting, filtering, and searching now use the same controls whether you're on a pipeline board or a table view. Same look, same interactions, same muscle memory. You can also hide and show individual pipeline stages directly from the board.

Your assistant can transform import data for you No more downloading CSVs to fix them in a spreadsheet. During any import, just tell your assistant what to do: "Only bring over the Deal Name, Amount, and Stage columns" or "Assign all these deals to me." It handles the cleanup so you can stay focused.

More flexibility for where your assistant posts Your assistant can now post to specific internal channels from the same schedule. Send deal updates to the right customer channel, weekly reports to #sales, health checks to #success. Put the right updates in the right places without setting up multiple schedules.

Email sharing updates your CRM automatically Started with email sharing set to private? When you switch to sharing with the workspace, Day automatically updates your CRM records with that new context.

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