Getting started with Sage
Sage can read and send email and use your calendar only after you connect them. You do it once, in Settings, and every worker shares it. Then you check that email works by sending yourself a test.
Add Sage to your team
- Tap Add workers in the left menu.
- Find Contacts (Sage) and tap Add to my team. Or tap Add all 4 workers under Business in a Box to add Max, Jordan, Ivy and Sage together.
- Or ask Alex in chat: "add Sage to my team." Approve the card.
In a business workspace, only the owner or an admin can add workers. Members don't see Add workers.
Connect Google
- Open Settings and find the Integrations card.
- Gmail: tap Connect. Sign in with the Google account you send from and allow it. That is enough to send. If you want Sage to find replies and threads, tap Also let workers read this inbox.
- Google Calendar: tap Connect. Workers can then read your schedule and propose events.
- If a row says the sign-in expired, tap Reconnect.
Check that email works
- Open Sage's chat and say: "Email me a test. Subject: Sage test."
- Sage shows a card titled "Email to <your address>", with the subject and the full text, and two buttons: Approve and Don't send. Nothing has been sent yet.
- Tap Approve. The email comes from your own address.
- To check the calendar, ask "What's on my calendar tomorrow?"
If Google isn't connected, Sage says so in one line and points you to Settings.
Open Sage
Tap Sage (Contacts) under Workers in the left menu. The tabs are All, By Worker, Segments, Recent, Deals, Campaigns and Daily routine. Only the workspace owner and admins can change things; everyone else can read.