Sage actions — creating records via chat
Sage can do more than answer questions — it can create and update records for you via the chat. This page lists every action Sage knows how to take.
The full list
| Action | What it does |
|---|---|
create_rails_item | Log a Risk, Assumption, Issue, Lesson or Stakeholder on a project |
create_decision | Add to a project's decision log |
create_milestone | Add a milestone, gate or deliverable |
update_project_rag | Change a project's RAG status |
create_opportunity | Log a new opportunity in Pulse |
update_opportunity_stage | Move an opportunity through the pipeline |
update_opportunity_value | Change an opportunity's £ value |
convert_opportunity_to_bid | Create a bid from an existing opportunity |
create_bid | Create a draft bid linked to a project |
create_contact | Add a contact to Pulse |
create_campaign | Log a marketing/sales campaign |
How actions work end-to-end
- You ask Sage in natural English
- Sage asks for any missing required fields
- Sage drafts a confirmation card with the proposed record
- You click Confirm or Cancel
- Sage executes only after confirm; never automatically
Example conversations
Risk:
"Log a high-impact risk on Customer Portal: supplier may miss UAT. Owner Sarah. Mitigation: source backup supplier by Friday. Target end of June."
Stage move:
"Move Cabinet Office Zero Trust to negotiation"
Bid conversion:
"Convert the Cabinet Office opportunity to a bid, planned for July"
Multi-step:
"Add a milestone to Mobile App: UAT sign-off, 30 June" → confirm → "Now log a risk on the same project: supplier may slip" → confirm
What Sage won't do
- Delete records (use the UI)
- Bulk operations ("set all amber to red" — one at a time)
- Send emails on your behalf
- See data outside your organisation