Sage Copilot
AI to boost your productivity

Transform your data into actionable insights. Sage Copilot continuously analyses your key business metrics, highlighting areas that require your attention.

Quickly identify opportunities for improvement, spot anomalies, and anticipate risks thanks to a clear, structured presentation of essential information.

Always under your control and secure.

One of the key benefits of Sage Copilot is the automation of tasks and workflows. It helps you organise, prioritise and carry out your tasks more efficiently.

Certain tasks, which used to be time-consuming and repetitive, can now be completed in a matter of moments: sending communications, tracking payments, generating documents or updating information.

You retain control over every action, with full visibility of what is being done and when.

Sage Copilot analyses trends and early warning signs to suggest actions before situations become critical.

This enables you to plan more effectively, adjust your decisions in advance and focus your efforts on activities with the highest added value.

This proactive approach transforms your ERP into a dynamic management tool, geared towards anticipation rather than reaction.

Sage Copilot is a trusted assistant designed to integrate into a secure environment that meets corporate requirements.

Your data is protected by advanced security mechanisms, including encryption, and compliance with current regulations. You retain full control over the information processed and the actions carried out.

Artificial intelligence operates within a strict framework, respecting the rights and permissions defined in your system. It supports you in your decisions, without ever taking over, allowing you to remain in control at every stage.

• Activating Sage Copilot in Sage X3 relies on standard technical prerequisites: exposing services via API, configuring the Sage Network environment, and enabling artificial intelligence features.
• Once in place, Sage Copilot integrates seamlessly into day-to-day workflows, without requiring any major changes to existing processes.

Rapid deployment and operational readiness without complexity.

Intuitive conversational interface

Ask your questions in natural language

Thanks to a conversational interface, users can query the system directly within Sage X3, without relying on complex queries or specific technical skills. Questions can be asked in French, English or Spanish, with no technical expertise required.

This approach transforms the way you use the ERP. Whereas previously you had to navigate through multiple screens or build reports, you can now instantly obtain the information you need, ready for immediate use and always linked to the company’s actual data.

Instant and contextual

With Sage Copilot, get immediate answers based on the data displayed on your screen, ready for use in your business context.

Practical examples:

• “What is the total value of open orders?”
• “What are the 5 most frequently ordered items by this customer?”
• “How many orders were delivered late?”

Thanks to this interface, your ERP becomes interactive: you ask your questions as you would a human assistant and receive clear, relevant and directly actionable answers.

Work faster, reduce repetitive tasks and gain immediate access to the information you need to make decisions.

Insights and decision-making

Sage Copilot acts as a proactive risk radar, enabling you to respond with a single click and anticipate crises.

From version 2025 R2 release, two agents are at your disposal:

• Sales Intelligence Agent: Critical sales information (overdue orders or deliveries, pending quotes, unpaid invoices).
• Operational Intelligence Agent: Alerts on the supply chain and production (overdue purchases, underperforming suppliers, overdue production orders).

Make more informed decisions thanks to proactive, contextualised analysis.

Sage Copilot is an open platform. Using GraphQL APIs, you or your partners can create bespoke AI agents and insights, perfectly tailored to your specific business processes.

It incorporates specialised agents (Finance, Trading, Supply Chain, Production) capable of understanding your business context and carrying out actions on your behalf (e.g. “Create a sales order for me”), whilst remaining under your strict control in accordance with your authorisations.

Agent Studio and Insight Studio

Agent Studio and Insight Studio form the core of this extensibility. These tools allow you to build your own agents and customised metrics without the need for complex development.

• Agent Studio facilitates the creation of intelligent agents capable of automating workflows, monitoring key events or generating bespoke alerts.
• Insight Studio, meanwhile, allows you to design dynamic indicators and dashboards by connecting your Sage data to interactive visualisations and predictive analytics.
• Together, they offer the flexibility needed to tailor Sage Copilot to your specific needs and business processes, without compromising on security or compliance.

Nectari Copilot

Integration with advanced reporting solutions, such as Nectari Copilot, enables you to dynamically generate dashboards and metrics from simple queries.

Extend AI to on-demand reporting: ask your questions to instantly create customised views and receive intelligent KPI suggestions.

Find out more on our SEI page

Sage Enterprise Intelligence

Sage Copilot uses adaptive learning algorithms to analyse your business processes and decision-making patterns. It adapts its functionality over time to meet your organisation’s specific needs and objectives.

Yes. Sage Copilot features a user-friendly interface that allows users of all levels to make the most of its capabilities without any prior technical knowledge. Thanks to natural language processing, you can interact with the software using everyday language.

Sage Copilot integrates with your existing Sage solutions and keeps track of your day-to-day tasks. It can suggest actions, carry out repetitive workflows, identify opportunities for optimisation and alert you to critical issues, helping you save time and improve efficiency.

Yes. Sage Copilot uses enterprise-grade encryption and complies with data protection standards such as the GDPR. Your information remains secure, private and accessible only to authorised users.

Yes. Regular updates are rolled out to incorporate the latest advancements in artificial intelligence, improve the accuracy of recommendations, and add new automations in line with market and user needs.

Sage Copilot integrates natively with compatible Sage products and via standard connectors for your ERP systems and business tools. This enables you to centralise information, automate processes and improve data consistency across your systems.

Yes. You can customise dashboards, reports and metrics to reflect your business priorities and obtain relevant insights tailored to your organisation.