📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
What is Sage Copilot?
Sage Copilot is a plugin for Sage Sales Management that connects via API to Microsoft's AI engine to process data and provide a response.
How does Sage Sales Management ensure data integrity and security with Sage Copilot?
We utilise Microsoft's artificial intelligence technology to deliver results.
Your data belongs to you and is safeguarded by the General Data Protection Regulation (GDPR).
Under no circumstances are the data transferred outside the database; they are neither duplicated nor deleted.
Disclaimer
Microsoft’s framework for building AI systems responsibly.
Sage Copilot in Activities
Summarises lengthy email threads chronologically.
Summarises lengthy email threads in an executive manner.
Drafts contextualised responses.
Accessible through Microsoft Outlook.
Features
Sage Copilot provides tools for managing and optimising emails.
Two summarisation options: Chronological Summary (full timeline for complex sales processes) and Executive Summary (concise highlights for quick insights).
Drafts professional, context-aware email responses.
Compatible with Microsoft Outlook for seamless access in your inbox.
Automatically adapts to the user's language.
Benefits
Save time by avoiding lengthy email threads.
Send comprehensive, structured email responses.
Enhance visibility and control over escalated situations.
Improve the quality of business interactions.
Sage Copilot in Accounts (Smart Insights)
Offers enhanced mobile interactions and quick summaries of recent interactions with a company.
Features like Dynamic Golden Minute, 360º Customer Summary, and more.
Benefits:
Understand the customer's situation in seconds.
Plan impactful meetings efficiently.
Improve relationship management.
Sage Copilot in Activities (Sage Copilot Chat)
Interactive natural language chat, voice dictation, and prompts.
Responses in text, interactive graphics, and downloadable formats.
Plan next steps and close sales faster with actionable insights