Sage X3 Copilot (2025_R2)

The anticipated release of Sage X3 Copilot has been delivered in the 2025_R2 update.

The update to Online help regarding the setup and activation has yet to be released so I thought I’d write this blog to give you a quick guide on what to expect in a standard environment setup.

 Please be sure to set this up and test in a non-production environment first. 

Sage Copilot Pre-requisites:

• Sage X3 must be on release 2025 R2 (12.0.38)
• X3 Services must be installed and updated to the latest release, including all required hotfixes. Sage Copilot functionality depends on GraphQL APIs, which require these updates to operate correctly. Failure to do so will prevent usage and likely not show the icons.

Here is the X3 services install documentation if needed: https://online-help.sagex3.com/erp/12/en-us/Content/V7DEV/getting-started_Sage-X3-Services-installation.html

In Addition, when configuring the SQL services to use, please follow best practices and configure a unique individual SQL service for each endpoint in your environment, for example; SEED-MSSQL-SERVICE, or LIVE-MSSQL-SERVICE. This way you will be able to control access to CoPilot individually per endpoint.

Sage Copilot Activation:

•  Enter on X3 Solution
  • On the endpoint page (which must be installed and parametrized), enable Sage Copilot.

There is also an Endpoint specific flag:

Sage Copilot – Organization setup:

You will need to create a new Organization to use Copilot.

I’ve set one up using the name: SEED_CoPilot_testing and set the following details:

Name: Unique name for your organization.

Country and Language set to your specific regional values.

Administrator: System Admin – With Email configured.

Enabled: Tick to activate the Organization.

Application: X3 ERP or equivalent.

The Registration section will be populated once we register it.

Click Save and confirm the entry shows in “My organization”.

To Register, select the record just created, click the “Register organization” link on the right menu.

You will be prompted with a Captcha verification.

After confirming you are not a robot… successfully…

You will observe the Registration Status update to “Registered” after a moment.

You may also notice that after re-connecting there is a date value set for “Access token expired at”. The date appears to reflect the activation token assigned to the registration. If you have completed the setup/registration successfully then you should be good. This date does not pertain to Copilot access.

Sage Customer ID value will also be updated.

Function setup:

To complete the setup within SageX3, we need to run a few window validations.

From Development, Script Dictionary, Windows, run a “Global validation” on the following windows so it will push the update to all associated windows, screens and objects:

OSOH – Sales Orders

OSIH – Sales Invoice

OBPC – Customer *(Its reported to only run this if needed, but I’ve needed to do so in my tests)

Once complete, log out and back in.

You should now see the Sage Copilot icon on the top bar of Sage X3

Let’s test it!

From the Seed folder (or your testing environment)

Go to the Sales Orders function (GESSOH)

You will see a notice for “Insights” appear on the top bar.

                You may need to wait for a short while, especially if this is your first time using Copilot.

What is an Insight?
A proactive notification feature that helps Copilot customers access critical information easily and on time.

Current Insights are limited to:

The scope of Copilot is currently specific to the following areas and will process requests such as:

• Sales orders
  • Open orders on the database with Status pending or in progress.
  • Open orders to be delivered next week → Count of lines where the shipping date is between the current date and the current date adding 7 days. The lines must be in the shipping status not shipped or partially shipped.
• Shipments
  • Number of shipments to be invoiced (or not yet invoiced) → Status of shipment is shipped and the invoice status not invoiced.
  • Number of Sales orders to be shipped on the next 2 weeks → Status is shipped and date is between the current date and the current date adding 2 weeks.
• Sales Insights:
  • Amount of Sales order for this year → Amount on the current year for the sales order excluding the taxes.
  • Top 5 products ordered by a customer → Using sales order, identify the 5 most sold items for a dedicated customer.
• Common Data
  • Number of customers active
  • Number of business partners that are customers and suppliers 

Copilot Scope

Note: Anything outside these topics will return: “I'm sorry, but I don't yet know how to do that” or “Sorry, I could not find any data that matches your request.”

Alternatively clicking on the Copilot icon will launch the interactive Chat capabilities.

Copilot is intended to use the same user security as is configured on the users functional profile, group and role configuration.

If you need to report issues using copilot, please refer to your business partner, or open a support ticket with your local support team.

Troubleshooting:

You have successfully setup copilot however the insights have stopped generating.

• Check that the Copilot activation in X3 solutions and endpoints are still ticked.
• Re-register the organization

Welcome to 2026