Today we're highlighting Context, a powerful new way to share your knowledge with Day.ai. This isn't just another notes feature – it's a fundamental shift in how your CRM understands and acts on your conversations and insights.
Beyond the digital sticky note
Let's be honest: notes in legacy CRMs are basically digital sticky notes. You write them down, they sit there, and maybe someone reads them later. That's it.
Context in Day.ai is different – it's active knowledge that your CRM understands, considers, and takes action on. When you add Context, it doesn't just sit there; Day.ai automatically improves relationship summaries, adjusts next steps, and updates opportunities.
Complete coverage of your conversations
While Day.ai automatically captures your emails, video meetings, and Slack conversations - we know important customer interactions happen everywhere. That coffee meeting where you learned about your champion's new priorities. The LinkedIn message that revealed a competitor's weakness. The quick phone call that changed everything.
Now you can share every crucial moment with Day.ai, ensuring no important context gets lost – regardless of where the conversation happened.
Your perspective powers the intelligence
Context goes beyond just filling information gaps, it's your channel to share insights that only you can provide.
Maybe you sensed hesitation in a prospect's voice during a call. Perhaps you have a hunch about the real decision-maker, or you've noticed patterns across deals that inform your strategy. When you share these perspectives through Context, Day.ai doesn't just record them – it uses them to enhance how it thinks about and acts on your behalf across every interaction with that customer.
Try it now
Context is available now for all Day.ai users. Look for the “Add Context” button on any person, organization, or opportunity record.
Next time you have an insight about a prospect or customer relationship – whether it's new information from an offline conversation or your unique perspective on a situation – add it as Context and watch how Day.ai evolves its understanding and actions to match.
Sign up for early access to Day.ai here.
💙 The Day.ai Team