> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/gumu-co-pilot-for-sage-crm/installation-+-setup.md).

# Installation + Setup

#### [Subscribing to the Sage CRM Connector](#subscribing-to-the-sage-crm-connector) <a href="#subscribing-to-the-sage-crm-connector" id="subscribing-to-the-sage-crm-connector"></a>

#### [Configuring Sage CRM in Bportaly](#configuring-sage-crm-in-bportaly)

#### [Creating Custom Actions and Capabilities](#creating-custom-actions-and-capabilities)

#### [Creating a Capability](#creating-a-capability)

#### [Adding Capabilities to the Sage CRM Agent](#adding-capabilities-to-the-sage-crm-agent)

#### [Important Configuration Guidelines](#important-configuration-guidelines)

#### [Configuration Checklist](#configuration-checklist)

#### [Sage CRM Side Configuration](#sage-crm-side-configuration)