Sage Copilot Chat in the Activities menu

The Sage Copilot Chat functionality enables users to interact with company data using natural language. Integrated into the Activities section, it provides a flexible way to retrieve information, clarify questions, and generate contextual analyses about a customer or opportunity.

From the Activities section, users can initiate a conversation with Sage Copilot to query data from the ERP or commercial activity recorded in the system. Queries can be entered in natural language or dictated using voice commands.

The system also provides suggested prompts to guide the conversation. Available features include:

Sage Copilot Chat is designed to support decision-making during commercial interactions. Typical examples include:

Request a summary of sales, a list of recently purchased products, or a comparison with previous periods.

Review topics discussed in recent interactions or request suggestions for your next contact with the customer.

Ask about the current status of an opportunity, any pending actions, or suggested next steps.

From the email-related activity view, you can ask Copilot to draft a suggested reply or summarise the content of a received message. You can then continue the conversation in the chat and request additional information about the company or related data.

This functionality can be used as support during sales calls, to prepare for a customer visit, or as a review tool before sending an email. Its main purpose is to provide fast, conversational access to key information.

The chat can act as a back-office assistant, responding immediately at any time, without the need to navigate through multiple views or reports.

Copilot responses may appear as:

This allows users to easily reuse the information in presentations, emails or reports, without copying data manually.