Sage CRM Ally (beta), is an AI chatbot embedded in the Sage CRM user interface designed to enhance user help accessibility through Sage CRM features.

This is the same chatbot that we have been using in the help centre: https://communityhub.sage.com/sage-global-solutions/sage-crm/f/announcements/213011/advisory-sage-crm-announces-new-chatbot-for-improved-user-support

To use Sage CRM Ally, your Sage CRM server must have internet access.

As an initial beta version, Sage CRM Ally is continuously being refined to improve the accuracy and relevance of its responses. Trained on documentation relevant to supported Sage CRM versions, this chatbot mirrors the functionality of the one found on the Sage CRM Help Center.

Users can leverage Sage CRM Ally 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.

Tip:  When composing a question prompt for Sage CRM Ally, you can prioritize certain types of information by explicitly mentioning them in your question. For example, if you want Sage CRM Ally to provide information from the hardware and software requirements guide, you can specifically ask, "According to the hardware and software requirements guide, what are the minimum system requirements for Sage CRM 2024 R1?" By mentioning the specific type of information you want Sage CRM Ally to draw from and the version of Sage CRM you are using, it helps ensure that the response is based on reliable and accurate information.

Key considerations when using Sage CRM Ally include:

• 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 may occasionally provide irrelevant or inaccurate responses. Users are advised to verify information independently.

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