Day AI
Also known as: Day.ai
AI native CRM from HubSpot's former chief product officer that listens to meetings, email, and Slack, builds and maintains the customer record automatically, and ships a customer named AI assistant.
Day AI is an AI-native CRM founded in 2023 by Christopher O'Donnell, HubSpot's former chief product officer who led the team that built HubSpot CRM, and Michael Pici, another HubSpot product veteran. Sequoia Capital led a four million dollar seed in June 2024 and a twenty million dollar Series A announced in February 2026, when the product reached general availability with roughly a hundred and twenty customers after more than a year of private testing.
The premise is that legacy CRM data is compressed, like a photograph downsampled to pixel art, while an AI-native system of record can keep the full conversational context. Day AI listens to work as it happens across video meetings, email and Slack and builds the record automatically: contacts, companies, opportunities, notes and action items structured from real dialogue, with pipeline populated without manual entry. A context graph spans Google Workspace, Zoom, Meet, Teams and Slack and answers natural-language questions about customer history, and Customer Memory keeps what was said, promised and decided available across the relationship rather than flattened into fields.
An assistant, operating under a name each customer chooses, drafts tailored emails, mutual action plans and business cases, tracks promises made in meetings and prompts owners when timing matters. Drafts stop for a person to edit and send, and the company added override controls such as manual opportunity creation after customers asked for fingers lightly on the wheel. Meeting assistant, CRM and knowledge base ship as one product, positioned to replace legacy CRM at startups or layer onto scaling companies.
For developers, Day AI is unusually open for its stage. It publishes an MCP server with OAuth that puts more than twenty CRM tools inside Claude, Cursor and Claude Code, is listed in the Claude connector directory, and ships an open SDK on GitHub with production templates for desktop, mobile and serverless apps, alongside a second public repository for operations work.
A trust center documents SOC 2 Type II available under NDA, encryption at rest and in transit, access controls, a subprocessor list and a data processing addendum. Day AI fits revenue and product teams who want the customer voice on demand without data entry; it is a weaker fit for teams needing data residency choices, a choice of underlying model, or heavy outbound tooling.
Vendor details
Canonical URL
https://day.ai
Category
GTM / revenue agent
Subcategory
AI native CRM and conversational system of record
Funding status
Independent, founded in 2023 by CEO Christopher O'Donnell, former HubSpot chief product officer and ProfitWell co founder, and Michael Pici, a HubSpot sales product veteran, launching out of Boston. Sequoia Capital led a four million dollar seed in June 2024 and a twenty million dollar Series A announced February 2026 alongside general availability with roughly one hundred twenty customers, for about twenty four million dollars total.
Company status
independent
Use cases & customers
Primary use cases
Target customers
Deployment options
Integrations
Ingests conversations and activity from video meetings, email, calendar and messaging, with the context graph spanning Google Workspace, Zoom, Meet, Teams, Slack and Gmail, and Salesforce and Gong named as sources. A hubspot.sync tool pushes contacts, companies and deals into HubSpot once a person approves, emails are drafted for a person to send, and Zapier reaches systems without a native connector. Outward extensibility is strong: a documented MCP server at day.ai/api/mcp with OAuth, a Claude directory listing, install paths for Cursor and Claude Code, more than twenty tools, and an open SDK on GitHub with desktop, mobile and serverless templates.
In practice
A founder finishes a customer call and does nothing. Day AI has already logged the interaction, updated the opportunity with the quoted price and timeline, and drafted the recap email with agreed milestones ready for edit and send.
A rep inherits twenty accounts with stale notes. Day AI rebuilds pipeline context from the actual conversation history rather than a CSV export, producing living records that reflect current reality.
A promise made in week two of a long cycle would normally slip. The assistant tracks commitments from meetings and pings the owner when the security docs are due, before the customer has to ask twice.
Sources & related URLs
Related / legacy domains
Agentic Index coverage score
9.0 / 14 capabilities · 64%
| Integrations & Tool Calling | Full |
|---|---|
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The agents write into outside systems as well as reading from them: a hubspot.sync tool pushes contact, company and deal data into HubSpot once a person approves, Salesforce, Gong, Gmail, Calendar, Slack and Zoom are named sources, and Zapier gives a route to systems Day AI has no connector for. Sourceday.ai/productread 2026-10-01 |
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| Workflow Orchestration | Full |
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Every agent can create and run workflows, and reusable skills such as an objection handling coach are deployed across many agents at once, so multi step work runs on a structure the customer configures rather than one prompt at a time. Sourceday.ai/productread 2026-10-01 |
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| Knowledge Grounding & RAG | Full |
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The context graph is built over the customer's own record. It holds meeting recordings and transcripts, email threads, opportunities, enrichment and quotes with enterprise level permissioning, and it answers natural language questions across them, such as every demo the team ran this week. Sourceday.ai/productread 2026-10-01 |
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| Human Oversight & Guardrails | Full |
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A workspace setting requires a person's approval before the agent pushes data to an external CRM, shown in the product as the agent asking before it pushes to HubSpot, and outbound email is drafted for a person to send. That approval is described as product behavior, and no settings reference documents it. Sourceday.ai/productread 2026-10-01 |
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| Security, Identity & Governance | Full |
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The trust center offers a SOC 2 Type II report to customers and prospects under NDA through a request form, and the vendor describes a maintained information security program. It also names its controls, which cover encryption of data at rest and in transit, access controls, a published subprocessor list, a data policy covering retention, location and deletion, and a signable data processing addendum, alongside terms and an acceptable use policy. Customer-facing access control is documented separately on the MCP page, where data access follows workspace role, capabilities follow the paid agent tier, and a customer can revoke a connected agent's tokens from workspace settings. Sourceday.ai/trust and day.ai/mcpread 2026-09-01 |
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| Observability & Auditability | Partial |
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Day AI states an audit but documents no surface around it. It says records created, updated and managed through its MCP server have all changes tracked and audited, and the product is built so a person can see what the agent wrote and override it. No run history, activity log view, decision trace or retention period for the audit is documented, and the statement covers the MCP path rather than the automatic capture that writes most of the record, which matters because the agent writing the system of record unattended is the product. Sourceday.ai/mcp and day.ai/productread 2026-09-01 |
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| Memory & State Persistence | Full |
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Day AI names the memory layer: it publishes Customer Memory as a product surface in its own navigation, and the company's premise is that the full conversational record persists rather than being compressed into CRM fields. What was said, promised and decided stays available across meetings, email and Slack, and the assistant reads it back to track commitments and prompt owners when timing matters. Scope is the customer relationship and is addressable through natural language and through MCP tools that reach meeting transcripts and objects; lifetime is governed by the published data policy covering retention and deletion. The context graph is what the agent retrieves to answer, while Customer Memory is what persists between engagements. Sourceday.ai/product Customer Memory and day.ai/dataread 2026-09-01 |
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| Deployment & Data Residency | Not documented |
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Cloud only, with nothing the customer selects. No region choice, VPC, private tenancy, self-hosted or on-premises option is published. The published data policy covers how long data is retained and how it is stored, handled and deleted. Where customer data is hosted is not published. Sourceday.ai/trust, day.ai/data and day.ai/mcpread 2026-09-01 |
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| Prebuilt Agents, Templates & Packs | Partial |
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One assistant, not a set. Day AI ships a single AI assistant that each customer names for itself, and the CRM, meeting assistant and knowledge base arrive as one product, with no catalog, template gallery or named set of prebuilt agents published. What it does offer is developer-shaped: the SDK ships three production-ready templates for desktop, mobile and serverless applications, and a second public repository, the Operations Harness, is offered for adoption. Sourceday.ai/mcp SDK templates and day.ai/productread 2026-09-01 |
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| Triggers & Channel Coverage | Full |
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Work starts without a person asking: workflows run on schedules, such as a daily 9:00 run, and on event triggers, and capture runs on meetings, email, Slack messages, calendar events and call completion as they happen. Sourceday.ai/productread 2026-10-01 |
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| Model Flexibility & Routing | Not documented |
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Which models power the agents is not published, and no customer model choice is documented among the agents, workflows, skills, memory, MCP and SDK the product describes. Sourceday.ai/productread 2026-10-01 |
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| APIs, SDKs & MCP Extensibility | Full |
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Day AI publishes an open SDK at github.com/day-ai/day-ai-sdk with an importable client, OAuth handling, a full MCP client and three production-ready templates covering Electron desktop, React Native mobile and Vercel serverless, and the site footer links it as API and SDK alongside a second public repository, the Operations Harness at github.com/day-ai/gtm-brain. Beside it runs a documented MCP server at day.ai/api/mcp over HTTP with OAuth 2.0, install paths for Claude, Cursor and Claude Code, a listing in the Claude connector directory, and more than twenty tools spanning object search, contact and opportunity creation, meeting transcript access, email drafting and notifications, with permissions inherited from agent tier and workspace role and tokens revocable from workspace settings. Sourceday.ai/mcp and github.com/day-ai/day-ai-sdkread 2026-09-01 |
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| Testing, Debugging & Optimization | Not documented |
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Alongside its agents, workflows, skills, memory, MCP and SDK, the product documents no testing or evaluation tooling for agents. Sourceday.ai/productread 2026-10-01 |
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| Browser & Computer Use | Not documented |
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Browser or computer control is not part of what the product documents, which covers agents, workflows, skills, memory, MCP and the SDK. Sourceday.ai/productread 2026-10-01 |
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The Agentic Index coverage score grades every vendor Full, Partial or Not documented against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded
Recent platform changes
Day AI adds a widget system for dashboards built by its agents, including stat tiles, bar lists, heat matrices, and formatted tables. Users can open the underlying records from live widgets and previously generated charts, while invalid custom property references are rejected when a widget is saved. The same release lets workspace admins change member roles and remove members through chat.
Bears on: Observability / auditability
View sourceDay AI introduced Model Context Protocol (MCP) support, enabling the platform to function as a context server. This capability allows users to query Day AI's real-time customer graph directly from external MCP clients, such as Claude Desktop and Claude Code, without needing to open the CRM interface. The release also highlighted the expanded functionality of agent Skills, which execute recurring or trigger-based background tasks like drafting meeting follow-ups and sending pipeline summaries.
Bears on: MCP / tool calling / API
View sourcePricing
Free · Turbo $24 per agent a month · Professional $60 · Executive $200 · 20% off annual
per agent per month, by tier of automated skill slots
What is public
Day AI publishes four tiers priced per agent: Free, Turbo $24, Professional $60 and Executive $200 a month, with 20% off annual billing and automatic volume discounts.
Billing mechanics
Self serve signup on every tier; upgrade or downgrade any time, cancel any time, annual billing 20% off.
Cost watchouts
If AI usage caps exist on lower tiers as one review claims, teams with heavy meeting volume may be pushed to higher tiers faster than seat count suggests.
Variable cost rationale
Cost scales with the number of agents and the tier of each; the skill slot cap per tier is the limit on automation.
Additional watchouts
Automated skill slots are capped per tier, two on Turbo and five on Professional.
Overage / add-ons
Tiers cap automated skill slots per agent; more automation means a higher tier. Volume discounts run from 10% at 21 to 50 agents up to 50% at more than 300.
Sales call required
No, self serve available
Free / trial
Free tier at $0
Lowest paid plan
Turbo $24 per agent a month
Key ambiguities
Prices are per agent, so the cost of a team depends on how many agents it runs and at which tier.
Missing data
No overage price for extra skill slots is published.
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Alternatives to Day AI
The closest documented capability profiles to Day AI among GTM and revenue agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.
- Lawmatics7.0 / 14A lighter documented profile than Day AI
- UserGems8.0 / 14Fuller documented coverage on Integrations & Tool Calling
- Otter.ai8.5 / 14Fuller documented coverage on Integrations & Tool Calling and Prebuilt Agents, Templates & Packs
- Unify8.5 / 14Adds documented Model Flexibility & Routing and Testing, Debugging & Optimization
- Alta8.0 / 14Adds documented Deployment & Data Residency
- Common Room9.0 / 14Adds documented Testing, Debugging & Optimization
Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded