With this Sage Copilot feature, you can view a clear and up-to-date summary of the most important client information, without needing to open full records or use the chat. It’s available directly from the Activities, Opportunities, and Orders blocks within the company record.
Just click the Copilot button at the top of the block. A window will open, displaying a summary generated automatically from the most recent data. You’ll see, for example, how a sales opportunity is progressing, what recent activities have taken place, or which orders are still open or already closed.
Each summary includes an option to copy the content to the clipboard, so you can easily reuse it in emails, messages or reports.
How does it work?
Each compatible block displays a Copilot icon in the top bar.
When you click the button:
A window appears on screen.
The summary is generated automatically using the latest data.
There’s no need to write anything – the system presents the key information straight away.
You can copy the text with a single click, or simply close the window.
📌 Unlike Sage Copilot Chat, this summary is not interactive and does not allow follow-up actions. It is designed for quick reading.
📄 What does the summary include?
All summaries follow a clear, consistent structure, with separate sections marked by bold titles. This helps you quickly identify the key information, no matter which client or block you are working with.
Activities
Includes two sections:
Chronological activity summary: a timeline of recent visits, meetings or calls.
General summary:
Date and result of the latest visit
Tasks or reminders
Agreed next steps
Opportunities
Three key sections:
Most relevant opportunity summary: includes amount, current stage, and estimated close date.
Includes a direct link to the opportunity, shown in green.
Historical overview: how the opportunity has developed over time.
Conclusions: summary of current status and next steps.
Orders (Sales Orders)
Structured as follows:
Most relevant order summary: what was ordered, when, and its current status.
Includes a direct link to the order, highlighted in green.
Historical overview: overview of open and closed orders.
Conclusions: summary of purchasing behaviour.
This structure helps you always find the same kind of information quickly, saving time and supporting confident decisions.
Opportunity summary inside the opportunity record
In addition to the company view, the Copilot summary is also available inside each individual opportunity record.
At the top of the page, click “Generate opportunity summary”.
The same structured summary will appear, without the need to write anything.
Sections include:
General information
Current status
Next steps
Conclusions
⚠️ This summary is also non-interactive and does not include chat. For Activities and Orders, the summary is only available in the company record, inside the relevant block.
How does it differ from the Smart Insights summary?
Feature | Summary from blocks | Sage Copilot Chat |
Interactive chat | ❌ | ✅ |
Contextual suggestions | ❌ | ✅ |
Format | Text only | Text, tables, charts |
Copy or download | ✅ (text only) | ✅ (tables, charts) |
📌 You can also access the same summary inside each entity’s record – Activity, Opportunity or Order – with the same content and layout.