Use cases
Watch how a revenue team builds with Day AI
01Agentic Dashboards
Build a dashboard in one sentence
With Day AI agents you can make interactive dashboards with one sentence (and it refreshes after every update).
Hybrid Pipeline Health · Q3 2026
Updated live from 42 conversations this weekQualified pipeline
$4.56M+$38K
Win rate
24%
Avg deal
$72K
Median cycle
92 days
Deals entering evaluation
Top open deals
02Agentic Enrichment
Keep leads warm
Day AI enriches your leads with the most up to date information available using agentic enrichment and web research.
Althea OkaforHi Ruth,
Congrats again on the rollout. You mentioned the county inspection cycle when we met. Before next season kicks off, I'd love to show you how the chemistry logs you're keeping by hand could file themselves.
Althea
Ruth Prater · Director of Operations, Box of Rain Waterworks (28 slides, Phoenix). Owns chemistry and filtration compliance.
Last month she published 'Our season in chlorine numbers' on the company blog. They still log readings by hand every two hours.
Email Draft: "Those two-hour chlorine logs"
Click to open
Draft created for Ruth: short and warm, ready to send or tweak.
03Native Integrations & MCP Connectors
Never update the CRM again
Day AI integrates with your customer conversations where they happen and intelligently maps them to people, organizations, and sales opportunities.
GmailGoogle Calendar
Slack
Zoom
GongHubSpotSalesforce
Zapier
Platform
Zoom
Description
Ruth walked through the rollout, flagged two sync bugs, and asked about compliance reporting for next season…
Meeting Notes
Current Situation
•Ripple is live across all 28 slides; lifeguard rotations moved off the whiteboard in week one.
•Ruth still logs chlorine readings by hand every two hours for the county inspector.
•Two integration sync bugs flagged for the RMBL team.
Discovery
•Ruth asked whether compliance reporting could generate the county filing directly next season.
•Quote at 00:14:32: 'we log chlorine by hand every two hours.'
Ruth said if you can get the chlorine report automated, they'd buy this month.
"If you can auto-submit the chlorine test to the inspector, we'll buy tomorrow."
Box of Rain: Ripple rollout check-in·00:38:05
Your workspace requires approval for pushing data to external CRMs. Want me to push this to HubSpot?
Done. 3 records synced to HubSpot, with the compliance note from 00:38:05 attached to the deal.
04Deploy Agents to Your Team
One skill. Eighteen agents. Every call coached.
Day AI allows you to deploy agents so everyone's workflow benefits from your instructions and your company expertise.
Coaching: Objection Handling
MANAGEDReview every sales call and spot places where reps handled objections well or poorly. Every rep should discuss ROI in pricing discussions.
Created by Althea Okafor
Trigger
Runs after every call
Choose which agents to deploy this template to.
Added to 18 agents.
Coaching review: your call with Sugar Magnolia Gardens
Hold the discount next time. Reframe as ROI on the first season: at 1,500 seasonal hires, scheduling alone pays for Core by July.
Reviewed against: Coaching: Objection Handling
00:31:04 · Owner: "that's a lot for a park our size."
Flagged: a 10% discount went out on the first ask.
What worked: the reverse question surfaced the real blocker: seasonal staffing, not price.
05Agentic Automation
"What's one thing that might surprise me?"
Every agent can create and run workflows before your day begins, using scheduled runs and event triggers.
Agent: Ferris, Chief of Staff
What's one thing that might surprise me? Help me uncover my blind spots.
Trigger
Runs every day at 9:00 AM
Your morning surprise: Thursday, Sep 10
Maria isn't pitching the messaging on the website, and it's landing great with prospects. Want to hear what they are saying?
06Customer Memory
Follow every deal and conversation
Day AI makes it easy to find every conversation your team had with your prospective and current customers. Day AI shows what's happening every day, on every deal.
| Date | Sales owner | Title | Opportunity | Follow-up | Customer quote |
|---|---|---|---|---|---|
| Sep 10 | Otto Marsh | Ripple demo: Franklin's Tower Adventure Park | Ripple attach · Proposal | Sent · 2h | "if the chemistry logs move into Ripple, inspection week stops being a fire drill." |
| Sep 11 | Jed Whitlock | Core demo: Terrapin Station Pier | Core · Discovery | Sent · 4h | "we're scheduling 40 lifeguards off a whiteboard." |
| Sep 11 | Otto Marsh | Ripple pilot review: Sugar Magnolia Gardens | Core + Ripple · Proposal | Sent · 1h | "that's a lot for a park our size." |
| Sep 14 | Jed Whitlock | Core demo: Dire Wolf Mountain | Core · Discovery | None · 6 days | "does the mountain coaster count as a ride or a lift?" |
| Sep 15 | Jed Whitlock | Platform demo: Cumberland Adventure Group | Enterprise · Security review | Sent · 3h | "we onboard 7,000 seasonal hires a year. Access is our nightmare." |
•Ripple came up unprompted in 3 of 5 demos. Demand is ahead of the pitch.
•Cumberland's security review is the gating item on the largest open deal.
•Dire Wolf hasn't been followed up in 6 days. Their eval window closes Oct 1. Nudge sent to Jed.
All have active opportunities: $552k in pipeline.
07Enterprise Level Security
Keep private things private
Your data is kept securely in Day AI's context graph with enterprise level permissioning.
Althea's view17 results
Re: advisory board dinner
Althea Okaforalthea@rmbl.comPerfect, let's hold the private room at Harborview for the 24th.
I'll send the menu and final headcount over before Friday so we…
0 results
08Day AI MCP Server
Bring your customer memory to Claude
Day AI runs an MCP server. Connect it to Claude and every conversation starts with your customer memory already loaded: your pipeline, your accounts, your call history.
ClaudeI'll pull that from your Day AI memory.
Found it: Apr 28, 'Box of Rain: Ripple rollout check-in.' Ruth flagged two sync bugs and asked about next season's compliance reporting. Drafting the outline…
// the same memory, in whatever you build
import { DayAIClient } from 'day-ai-sdk'
const day = new DayAIClient()
const meetings = await day.search('native_meetingrecording', {
relationship: 'attendee',
targetObjectType: 'native_contact',
targetObjectId: 'ruth@boxofrainwaterworks.com',
})
// -> every recording, transcript, and next step