🤖 New Agentic AI for creating and editing records
The new Sage Copilot AI agent helps you create new records and complete existing ones through a contextual, multimodal assistant that handles the heavy lifting for you. Get started by watching this short video:
🪄 Available from: Accounts, Contacts, Activities, WhatsApp Activities, Events, Tasks, Opportunities, and Orders.
🧩 True Multimodal Input: Add data by voice, text, image and/or PDF. The system combines and processes it automatically.
🌐 Built-in Internet Access: Enrich records with relevant public information from the web.
🛡️ Smart & Safe Creation: Create records easily and fill only blank fields when editing, keeping existing data unchanged.
🔀 Inconsistency Alerts: Keep your data accurate by letting the assistant notify you when conflicting information is detected.
📑 Duplicates detection: In Companies, the agent can identify potential duplicate company records.
✅ Mandatory fields: Detect any missing mandatory fields and notify the user before saving the record.
🧭 Context-Aware Operation: The agent works only within the selected section, preventing changes in the wrong place.