Tip of the Week: How to get the best out of Sage CRM Ally

Learn about the new AI chatbot and how to use it effectively

Sage CRM Ally (beta) is “your intelligent guide to mastering the system”. With the new CRM chatbot, you can easily learn about key features and functionalities through interactive chat support. This means less time searching for answers, and more time realising the full potential of Sage CRM.

In this tip of the week, we talk you through the top tips to get the best out of Sage CRM Ally and how to maximise your answers.

Tips to get the best out of Sage CRM Ally (beta):

To access the chatbot, simply click on the speech bubble in the bottom right corner of the page. The Ally will appear on the side of your screen, as shown in the image, allowing you to interact with it whenever you need.

Sage CRM Ally (beta) can be used to answer a variety of questions about Sage CRM, including:

• How to use specific features of the software.
• How to troubleshoot common problems.
• Find information on supported versions of the software.

Don’t treat Sage CRM Ally (beta) like a search engine

Keywords alone can be vague, especially when multiple concepts or features may share similar terms. Full questions help the chatbot understand exactly what you’re asking and provide more tailored and relevant responses.

For example, if you ask “How do I reset the password for Sage CRM 2023 R1?” instead of just typing “password reset,” Sage CRM Ally (beta) can better match your question to specific instructions in the right version.

Be specific about the version

Since Sage CRM Ally (beta) covers different versions of the product, specify the version you’re asking help about.

For example: “What is the process for importing data in Sage CRM 2024 R2?“

Use terminology from the document

Using the technical terminology that is used in the user guide, release notes, system administration guide, or developer guide, ensures the Sage CRM Ally (beta) can relate your query to its training data.

For example, asking “How do I configure workflow for orders in Sage CRM 2024 R2?” incorporates technical terminology as well as the specific version.

Avoid open-ended or out-of-scope questions

Since the chatbot is limited to the documents it was trained on, for best results, you should avoid asking questions outside that scope (such as asking for opinions or general tech advice). Focus on clear, technical questions about the software. 

Specify the language

The Chatbot can work in French, German, Spanish and English. If you’d like the chatbot to respond in a specific language, explicitly request that in your query.

For example: “Expliquez comment activer le workflow sur les devis et les commandes dans Sage CRM 2024 R2, en français.” (Explain how to enable workflow on quotes and orders in Sage CRM 2024 R2, in French.)

Ask for a step-by-step process

If you’re interested in understanding a process, or need a set of instructions, ask Ally to break your question down to request step-by-step guidance.  

For example, ask “What are the steps to create an integration with Mailchimp in Sage CRM 2024 R2?”

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