Sage CRM Ally (beta) is a chatbot that Sage made available in the Help Centre earlier in 2024 and then integrated into Sage CRM 2024 R1. While it was generally well-received, we encountered some technical issues that required us to remove it from both locations temporarily.   Sage CRM Ally (beta) was reintroduced in the Sage CRM 2024 R2 release.  Once reactivated, customers using Sage CRM 2024 R1 will have seen the chatbot reappear in their user interface.

I have written before about the reintroduction of the Chatbot including how to get the best results from Sage CRM Ally (beta) and how to control whether or not you want to include it in the interface.

• Getting the best out of Sage CRM Ally (beta)
• Advisory: Control of Sage CRM Ally (beta) within Sage CRM 2024 R1 following its reactivation 

As a beta version, Sage CRM Ally is continuously being refined to improve the accuracy and relevance of its responses. It is trained only on documentation relevant to supported Sage CRM versions.  Users can leverage Sage CRM Ally (beta) to inquire about specific Sage CRM features or seek guidance on troubleshooting common issues. It's important to note that questions should not contain personal or confidential information.

Other Key considerations when using Sage CRM Ally include:

• To use Sage CRM Ally, your Sage CRM server must have internet access.
• Questions are anonymous to ensure privacy.
• If no specific Sage CRM version is selected in the chatbot interface, information regarding the latest released Sage CRM version is provided by default.
• The chatbot processes user queries without storing identifiable location data, utilizing anonymized IP addresses to discern general geographic trends.

Given its developmental stage, Sage CRM Ally (beta) may occasionally provide irrelevant or inaccurate responses. Users are advised to verify information independently.

Sage CRM Ally (beta) represents a significant step forward to improve help for users directly within Sage CRM. The AI technology behind Sage CRM Ally (beta) should enhance user experiences and support customers to get the most out of Sage CRM.