Tasks + Calendar
Your diary and planned work: calls, meetings, deadlines, activities and follow-ups you already know about.
AI sales day and attention management
Your AI Sales Day: Know What Needs Attention Now
Tasks and calendars organise planned work. My Day brings together replies, sales signals, overdue follow-ups and other events that need action now—with optional delivery through Slack or Microsoft Teams.
One sales day, three distinct jobs
Planned work and attention-required events are not the same thing.
A useful daily sales workflow needs both. Keep deliberate commitments in Tasks and Calendar, use My Day to see what now requires a decision, and let connected notification channels deliver selected alerts when you are away from AI-BDR.
My Day
Your working view for replies, qualified signals, overdue work and other events that need review or action now.
Slack + Teams
Optional delivery channels for selected alerts. They notify you; My Day keeps the operational context and next action together.
A calendar tells you what you planned. My Day also tells you what changed.
Daily sales workflow
Stop checking every module for something new.
My Day acts as the attention layer across AI-BDR. It can bring together scheduled commitments and new events without turning every activity record into another notification.
Replies
See when a prospect or customer has responded and return to the conversation context.
Account signals
Review meaningful Account Watcher events after change detection and relevance filtering.
Tasks and follow-ups
Bring due and overdue work back into view when it requires action.
Calendar events
Keep today's meetings visible alongside the actions created around them.
Opportunities
Surface time-sensitive opportunity work without rebuilding the commercial history.
Support and platform events
Keep relevant service events visible to the right user without mixing them into the CRM timeline.
From event to action
Alerts retain their business context.
My Day is designed to answer three questions: what happened, why does it matter, and where should you continue the work?
01Event occursA reply, due item or qualified signal enters AI-BDR.
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02Context stays attachedThe account, contact, conversation or task remains connected.
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03My Day surfaces itThe event appears when attention is required.
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04You decideReview, dismiss, defer or continue to the next action.
Sales alerts without losing control
Slack and Microsoft Teams deliver the alert—not the decision.
When supported connections and notification settings are enabled, selected events can reach the channels where you already work. The account context, evidence and action controls remain inside AI-BDR.
Choose the channel
Use supported Slack or Microsoft Teams connections for selected personal notifications.
Choose the events
Keep notification delivery focused on the events that deserve interruption.
Keep human approval
A delivered alert does not automatically contact a prospect or make a commercial decision.
Frequently asked questions
My Day, daily sales workflow and sales alerts.
What is My Day in AI-BDR?
My Day is the attention layer in AI-BDR. It brings together replies, qualified account signals, overdue follow-ups, due tasks, meetings and opportunity actions that need review.
Is My Day a task list or calendar?
No. Tasks and Calendar organise planned work. My Day brings planned items together with unplanned events such as replies and qualified account changes that require attention.
How does My Day organise a sales day?
It creates a focused daily sales workflow by bringing attention-required events into one operating view instead of requiring users to check every module separately.
Can My Day send sales alerts to Slack or Microsoft Teams?
Yes. When a supported channel is connected and notifications are enabled, selected My Day events can be delivered through Slack or Microsoft Teams.
Does AI decide what gets sent to customers?
No. AI-BDR can surface events and help prepare work, but the user remains responsible for review, approval and commercial decisions.
Build a sales day around what actually needs attention.
Start free and bring planned work, replies and qualified signals into one connected operating view.