Sage X3 Copilot Installation & Setup Guide (2025R2)

By | February 17, 2026
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Introduction

With the growing role of AI in ERP systems, Sage Copilot enhances decision-making, automation, and user productivity inside Sage ecosystem.This guide explains the prerequisites and setup process required to successfully install and configure Sage X3 Copilot for the 2025R2 release.

Prerequisites

  • Before starting the installation, ensure the following components are ready:
  • Sage X3 must be upgraded to 2025R2 version.
  • All X3 services should be installed and updated to the latest patch level.
  • Required hotfixes must be applied to enable Copilot functionality.
  • Verify that the latest available hotfix (for example, version 60.0.54 or newer) is installed.

These prerequisites ensure system compatibility, secure connectivity, and smooth Copilot performance.

Installation & Setup Steps

1. Enable Sage AI Services

Activate the Sage AI feature either at the solution level or the endpoint level, depending on your environment architecture.

This allows the ERP system to communicate with AI services.

Enable sage AI in endpoint
Fig01: Enable sage AI in endpoint
Enable sage AI in X3 solution
Fig02: Enable sage AI in X3 solution

2. Register Organization with Sage Network

Create a new organization and register it with the Sage Network.

Key points to remember:

  • Only one active organization is allowed per Syracuse instance.
  • Registration ensures secure authentication between Sage X3 and the AI service
Register organization to the sage network
Fig03: Register organization to the sage network

3. Register Company with Sage Network

Create a new company and register it with the Sage Network.

Register company to the sage network
Fig04: Register company to the sage network

4. Configure SQL service in Sage x3 service

Configure sage x3 service
Fig05: Configure Sage X3 service

5. Configure database  in SQL server service

Configure SQL server service
Fig06: Configure SQL server service

6. Validate Required Objects Globally

Perform global validation for the following windows/objects to ensure Copilot can access transactional data:

  • OSQH
  • OSOH
  • OSIH
  • OBPC
  • OPOH
  • OBPS
  • OMFG

Implementing Sage X3 Copilot enables organizations to bring AI-driven insights directly into their ERP workflows. By ensuring prerequisites are met, registering the organization securely, and validating key objects, businesses can activate Copilot smoothly and start leveraging smarter automation and analytics within Sage X3.