Your company's own agent templates
· Daphne Funston
Your Company's Own Agent Templates
Admins can now save agent templates for their workspace. Open Workspace Settings → Agents → Templates and click New Template to write a role's job description, system instructions, communication style and tier. To turn an agent that already works well into a template, choose "Save as template" from its menu on the Team tab. When anyone in the workspace creates an agent, your templates appear at the top of the picker under your workspace's name, above the Day AI built-ins. Editing or deleting a template doesn't change agents already made from it.
Keep Typing While Your Agent Works
You can now send a message while your agent is still busy, whether it's writing a reply, finishing a delegated task or running a scheduled skill. Your message shows up right away, dimmed, with "Sends when [agent] finishes" underneath, and the agent picks it up as soon as the current work is done. The running work is never interrupted. To take a queued message back, click the ✕ on it. Queued messages survive a reload and still send if you close the tab.
Also shipped
Docusign and HeyReach connectors: Both have to be set up by an admin first, then each user can connect. Docusign uses your company's own Docusign integration key, and HeyReach uses a HeyReach MCP key, which is different from its REST API key.
Record now, even after the meeting's booked end: If a call runs long or everyone steps out and the notetaker leaves, Record now stays available on Home for the rest of the day the meeting started. Click it to send the notetaker back in.
Meeting assistant background image: Admins can now upload a background image that appears as the notetaker's video tile in calls. Find it under Workspace Settings → Meeting Assistant, below Meeting assistant name. Use a 16:9 image at least 1280×720, and keep logos and text near the center.
Hide a series from a chart's legend: Click an item in a chart's legend to hide or show it, and the chart redraws from what's left. Double-click an item, or Option-click it, to show only that one.