How to Create and Set Up Sage Assistant in Ruut
Sage Assistant is built to help businesses respond to customers faster, solve issues more efficiently, and deliver
better support experiences at scale. It learns from your help center articles, uploaded documents, and past customer
conversations to provide accurate and helpful responses automatically.
Once connected to an inbox, Sage can handle customer conversations directly, answer common questions instantly, and
reduce the workload on your support team before escalating more complex issues to a human agent.
How to Create a Sage Assistant in Ruut
If you’re on a paid Ruut plan, you’ll find the Sage menu on the left-hand sidebar. Inside the menu, you’ll see options
for , Documents, FAQs, and Memories etc.
Click on Assistants to get started.
Select Create a New Assistant.
You’ll be asked to fill in a few details to set up your assistant:
Once you’ve filled in these details, click Create Assistant to complete the setup.
Your assistant will now be added to your workspace. You can create multiple assistants for different businesses, teams,
products, or support use cases.
How to Connect a Sage Assistant to an Inbox
Creating an assistant does not automatically connect it to your inboxes. You’ll need to manually assign the assistant to
the inboxes where you want it to work.
This gives you more flexibility to decide which assistant handles specific products, teams, or customer groups.
To connect an assistant:
Click the Inboxes menu inside Sage dropdown
You’ll see all inboxes currently linked to the assistant.
Please note: Each inbox can only have one assistant connected at a time.
Click Connect New Inbox to view available inboxes.
Choose the inbox you want to connect and confirm the setup.
Once connected, Sage becomes active on that inbox immediately.
You can now test the experience by sending a message through your website chat, WhatsApp, Instagram, email, or any
connected channel to see how Sage responds.
Final Step: Train Sage With Your Business Knowledge
Your assistant is now live, but it still needs context about your business, services, and products to provide better
responses.
Without added knowledge, Sage may only handle greetings or basic questions before transferring conversations to a human
agent.
To improve responses and make Sage more helpful, upload documents, help center articles, FAQs, or other support
materials.
This helps Sage better understand your business and respond more accurately to customer questions.
