Heyday is an AI copilot that transforms your documents, notes, and conversations into quotes, shareable content, and a queryable database.
Heyday is best understood by actually using the tool, so:
What should I do to get value as quickly as possible?
Connect your accounts! You won’t get much from Heyday without connecting Zoom and Google. As soon as you connect, you’re set for your next call.
Add your clients’ names and emails. We’ll use your upcoming calendar invites to route recorded calls to the right people and help you prepare for coming calls. Make sure you’re the host on your upcoming client call, and we’ll auto-record it.
Open emails from Heyday! We’ll send you a call recap within an hour of your next client call.
That’s it! There’s much more to learn about Heyday in time. This will get you started.
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last updated: February 23, 2024