Insert Records / Secondary Actions

The Insert Records section contains supported actions for creating CRM records from the Co-Pilot panel. Click the plus/minus control to expand or collapse the section.

Actions shown in the screenshot

· Create Case

· Create Person

· Create Communication

· Create Opportunity

· Open the Co-Pilot panel on the relevant CRM record.

· Go to Quick Actions.

· Expand Insert Records.

· Select the required action, such as Create Case or Create Opportunity.

· Complete the fields or information requested by Co-Pilot.

· Submit the action and verify that the record has been created successfully in Sage CRM.

Note: Only actions configured and permitted in your Sage CRM environment will be available. The exact fields shown during record creation may vary by configuration.

History

The History tab is used to review previous Co-Pilot conversations. It helps users return to earlier chats instead of starting the same request again.

· Click History in the Co-Pilot header.

· Review the available previous conversations.

· Select a conversation to reopen or review it.

· Use the previous conversation as context when continuing your work.

Tip: If a previous conversation is no longer relevant, start a new chat so that the new request is handled independently.