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The Sage 100 integration brings order and customer context into tickets and AI Agents.

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Set up Sage 100

1

Open integrations

Go to Integrations and choose Sage 100.
2

Connect the account

Click Connect, add an account, enter your credentials, and grant the requested permissions.
Sage 100 integration setup

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Use Sage 100 in the inbox

When a ticket contact matches Sage 100 order data, the Sage widget appears in the ticket sidebar.
Sage 100 widget in the ticket sidebar

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AI Agent actions

Sage 100 actions can let AI Agents:
  • get an order
  • get a customer
  • update an address
  • check exchange creation
  • create an exchange
  • create a return
  • delete a production
Existing workflows can still use Sage 100 actions for fixed legacy flows.