Sage CRM Ally (beta) is a chatbot initially introduced within the Help Centre and integrated into Sage CRM 2024 R1. While the beta version was generally well-received, we encountered some technical challenges that prompted us to temporarily withdraw Sage CRM Ally (beta) from Sage CRM 2024 R1 and the Help Centre.

Sage CRM Ally (beta) will be reintroduced with the Sage CRM 2024 R2 release. When Sage CRM Ally (beta) is activated customers using Sage CRM 2024 R1 will also see the chatbot reactivated in their user interface.

Sage CRM 2024 R2 has a new option Enable Sage CRM Ally in the system behavior settings and user preferences, allowing system administrators and users to enable or disable the chatbot.

By disabling the chatbot you can improve Sage CRM performance.

System administrators using Sage CRM 2024 R1 can enable or disable Sage CRM Ally (beta).

1. Open Microsoft SQL Server Management Studio and connect to the Sage CRM database.
2. Do one of the following:
   1. To disable Sage CRM Ally (beta), run this query:
      
      update Custom_SysParams set parm_value = '' where parm_name = 'chatbotEnabled'
   2. To enable Sage CRM Ally (beta), run this query:
      
      update Custom_SysParams set parm_value = 'Y' where parm_name = 'chatbotEnabled'
3. Go to My profile | Administration | System | Metadata, select Refresh system parameters, and then select Execute Refresh.