Overview
Check-in is a feature designed for sales teams to:
Log visits in real time
Capture information using voice or manual input
Generate automatic summaries with Sage Copilot
Continue follow-up actions in a structured way
It is primarily used on mobile and is designed to capture information immediately after a customer interaction.
Where it applies
This feature is available in:
Activities
Companies
Calendar
Dashboard
Available on mobile (Android and IOS)
Requirements:
You must be within the geolocation range (500 metres by default)
The customer must have a registered location
How it works
1. Start a Check-in
Access it from:
A calendar event
The Dashboard
A company record
Tap the Check-in button.
2. Choose how to log the visit
Voice Check-in (recommended)
Use Sage Copilot to log the visit by speaking.
Manual Check-in
Complete the form with the visit details.
3. Capture the information
If you use voice, Sage Copilot will guide you with key prompts to structure your report:
What you did
Who you spoke to
What was discussed
Next steps
4. Automatic result and suggested actions
4.1 Report processing (Sage Copilot)
As soon as you finish recording, Sage Copilot automatically analyses the voice note and generates a structured text summary.
This summary includes:
Visit details
Agreements and planning
Next steps
4.2 Suggested actions
On that same screen, you will see pre-configured action cards to continue your workflow:
Log activity
Plan follow-up (create a task or event)
These actions allow you to move forward directly from the summary without manually re-entering information.
5. Work offline (offline mode)
Even without an internet connection, you can record your report.
The audio is stored on your device
No information is lost
You can continue working
The system will automatically send the report once your connection is restored
Related entities and Sage Copilot
Area | Description |
Activities | The Check-in is recorded as an activity in the CRM and allows you to document customer visits. |
Companies | The Check-in is performed from the customer record, linking the visit to a specific account. |
Contacts | You can associate contacts with the visit to record who you interacted with. |
Opportunities | You can link the visit to existing opportunities or trigger new commercial actions. |
Sage Copilot | Enables voice Check-ins, generates automatic summaries, and suggests actions to continue the workflow. |