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Chatarmin CX supports customer-specific Sage 100 connections. Depending on your setup, the integration can surface relevant customer or order information in the Inbox and make configured support actions available to AI Agents. Because each Sage 100 connection is tailored to the customer’s interface, available data and actions vary by account. For the exact scope of your connection, contact Chatarmin Support.

Before you start

Get the endpoint and credentials from your interface provider. Ask them to confirm which Sage company and environment the connection uses.

Set it up safely

1

Connect the interface

Open integrations, select Sage 100, and enter the provider-supplied endpoint and credentials.
2

Verify read access first

Retrieve a known customer or order and confirm that Chatarmin CX reads from the intended Sage company and environment.
3

Review configured actions

Confirm the actions enabled for your account and review their approval settings before live use. AI Agent test mode simulates configured write actions without changing Sage 100.

Get help

For account-specific setup, supported actions, or connection behavior, contact Chatarmin Support.