📌 This feature is available for all Starter, Professional and Performance plans.
For detailed information on each plan, you can check 👉 here.
Features of Personalised Assistant
Personalised Assistant
Upload PDF, Word, or Excel documents with your business and product-specific information. Sage Copilot will use this information to respond to queries.
Specific Training
The feature is configured with the specific details of your business, including product catalogues. It supports documents in PDF, Word, and Excel formats for training.
24/7 Availability
Always available to respond to your queries at any time.
Fast and Accurate Responses
It allows you to respond more quickly to customer queries, improving response accuracy and speeding up sales cycles.
Response Efficiency
You can make technical or product-related queries directly to the Personalized Assistant . It will provide answers based on the information it has been trained with.
Task Automation
The Personalized Assistant will suggest next actions and complete all fields needed, eliminating the need to fill out lengthy forms.
Benefits of Sage Copilot Personalised Assistant
Reduced Query Time
Minimises the time spent searching for information and making technical queries.
Improved Sales Management
Facilitates more efficient management of queries and responses, optimising sales processes.
Permanent Availability
Offers continuous support, available at any time to resolve doubts and queries.
The Personalised Assistant is a useful tool for Sage Sales Management users who want to improve efficiency in managing technical and product queries, providing quick and accurate responses without the need to consult additional documentation or contact the back office.
FAQ
1. Can it read documents uploaded to Sage Sales Management ?
Yes, Sage Copilot can read any text-based document, such as PDFs or Excel files. However, it requires a special channel to understand and interpret the documentation.
2. Is it necessary to have a ChatGPT account to use the Personalized Assistant?
No, it's a proprietary functionality of Sage Sales Management and is available in all accounts from the Starter level upwards.
3. How do we upload technical business information?
It is necessary to structure the information in a document. Clients can contact their Customer Success representative for assistance in this process.
4. Can it perform calculations for machinery offers?
Yes, as long as the formula is described in the documentation.
5. Does it support other languages?
Yes, it natively supports Spanish, English, and Italian, and can translate to other languages based on user input.
6. How long does it take to train it?
It depends on the scope and complexity of the documentation. It requires collaboration between Sage Sales Management and the end user.
7. Are the entered data secure?
Yes, Sage Sales Management is certified with ISO 27001, ensuring data protection and security. More info here.
8. How does Sage Copilot handle different languages, including those not natively supported?
Sage Copilot is designed to work natively in Spanish, English, and Italian. These three languages provide the best user experience in terms of understanding and content generation.
9. What happens if I write or speak in another language, such as German?
Although German is not natively supported, Sage Copilot can understand it reasonably well in many cases. However, you may encounter misinterpretations or transcription issues, particularly with proper names or local expressions.
For instance, if you dictate a voice report in German, certain words may be mistranslated or interpreted literally, affecting the accuracy of the output. Still, general understanding is often sufficient for simple or informal use.
10. What determines the language used in voice reports?
The language used to transcribe and process voice reports depends on the language set in your CRM interface. For example:
If your CRM is set to Spanish and you speak in German, the system will attempt to interpret it as Spanish, which may lead to errors.
For best results, we recommend that the report language matches the interface language.