Sage - Reltio's support AI assistant
Learn how Sage, the AI assistant built into the Support Portal, helps you get answers quickly, find support content, and access ticket workflows based on your role.
Sage is an AI-powered assistant built into the Reltio Support Portal. It helps you get quick answers to product questions, locate relevant documentation, and submit support requests. Sage helps you perform the following actions on the Support Portal:
- Ask product questions (how-to, troubleshooting, best practices)
- Search support articles and official documentation
- Check the status of an Enhancement Request
- Submit a support request
Support Portal Roles and Actions
Sage tailors the available support actions based on your assigned role. The following table lists the actions available to each role in the Support Portal.
| Actions | Regular User | Designated Contact | Designated Contact Admin |
|---|---|---|---|
| Create a task ticket | ✗ | ✓ | ✗ (Only if the admin is also a Designated contact) |
| Report a problem | ✗ | ✓ | ✗ (Only if the admin is also a Designated contact) |
| Manage Designated Contacts list | ✗ | ✗ | ✓ |
| Access the Chatbot and be CC'd on tickets | ✓ | ✓ | ✓ |
| List Designated Contacts / Designated Contact Admins | ✓ | ✓ | ✓ |
| Ask a product question | ✓ | ✓ | ✓ |
| Check status of an enhancement request | ✓ | ✓ | ✓ |
Guidelines for Interacting with Sage
Sage follows the Support Portal's privacy standards, and all chat conversations are recorded in accordance with the portal's privacy notice. Follow these usage guidelines to protect sensitive information:
- Do not paste confidential data such as passwords, tokens, or private keys into the chat.
- If the issue involves sensitive data, use the appropriate support workflow instead of sharing details in the chat.
Access Sage in the Support Portal
To access Sage, perform the following steps:
- Log into the Reltio Support portal.
- Click the Sage
icon available at the bottom-right corner.
- Sage will greet you and display quick actions based on your role.
Request access to submit a support request
If you're a Regular User, you must be added as a Designated Contact to submit support requests. In Sage, choose List Designated Contact Admins and contact one of admins to request access.
- Click the messaging widget on the Support Portal to open Sage .
- Select List Designated Contact Admins.
- Contact an admin from the list and request for access as a Designated Contact.
Troubleshooting Tips
| Issue | Resolution |
|---|---|
| Unable to submit a support request in Sage | You may not be a Designated Contact. In Sage, select List Designated Contact Admins and request access from one of the listed administrators. |
| Chat widget not visible in the Support Portal |
|