> 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/configuration-checklist.md).

# Configuration Checklist

Before considering the installation complete, verify the following:

| #  | Configuration Item                         | Status |
| -- | ------------------------------------------ | ------ |
| 1  | GUMU™ Co-Pilot subscription completed      | ☐      |
| 2  | Sage CRM connector subscribed              | ☐      |
| 3  | Sage CRM Web Service URL configured        | ☐      |
| 4  | Sage CRM username configured               | ☐      |
| 5  | Sage CRM password configured               | ☐      |
| 6  | Connection test successful                 | ☐      |
| 7  | Required custom action created             | ☐      |
| 8  | Object/entity name entered in lowercase    | ☐      |
| 9  | Input/output fields entered in lowercase   | ☐      |
| 10 | Action name and script name match          | ☐      |
| 11 | Required prompts configured                | ☐      |
| 12 | Capability created                         | ☐      |
| 13 | Capability added to Sage CRM Agent         | ☐      |
| 14 | Co-Pilot functionality tested successfully | ☐      |