Getting Started with Sage

Sage is Agility's AI-powered assistant. It integrates into your Agile workflow and analyzes what you are working on to give practical suggestions that make Stories, Defects, Tasks, and Tests clearer and more actionable.

What Does Sage Do?

Sage analyzes your team's current work and offers proactive guidance on key Agile artifacts such as:

• Stories: Ensuring user stories are well-defined, clear, testable, and aligned with overall objectives.
• Defects: Helping to clarify defect descriptions, severity, and reproducibility steps for faster resolution.
• Tasks: Providing recommendations for breaking down tasks, estimating effort, and identifying potential dependencies.
• Test Cases: Guiding the creation of comprehensive and effective test cases that adequately cover requirements.

Sage improves the quality and clarity of your Agile work items by:

• Analyzing the content of work items like stories, defects, etc.
• Recommending improvements (example: clarity, formatting, missing acceptance criteria).
• Ensuring consistency with Agile principles.

How to Enable Sage

Before you can use Sage, it must be enabled by an Agility administrator at both the system level and the user level.

Enable Sage at the System Level

Only Agility users with administrator privilege can enable Sage at the system level.

1. Click the hamburger icon > Admin > System.
2. In the Enable Features section, select Sage.
3. Click Save.

Enable Sage for Your User Account

After an administrator enables Sage at the system level, each user must enable it in their personal preferences.

1. Click your Agility Profile icon.
2. From the pop-up menu, select Agility Preferences.
3. Click on AI Supplemental Terms and read provided information.
4. If you've read and agree to the AI Supplemental Terms, you can now enable Sage.

How to Access Sage

1. Click the hamburger menu > Rooms > All Team Rooms.
2. Select a Team Room name and click Try Rooms 2 button on the right side of the selected Team Room.
3. Open a Story or Defect. Sage is available on the right side panel.
4. Click inside the message box and type your question or instruction (for example: Improve the description, Add acceptance criteria).
5. Press Enter or click Send.
6. Follow prompts. Sage responds conversationally and guides you on what can be improved.
7. Sage can help you:
   • Improving work item title to be more concise and clear
   • Enhancing Description to include more technical information
   • Define clear, testable Acceptance Criteria
   • Suggest specific implementations for Tasks
   • Recommend comprehensive Test cases
8. Review and apply Sage's suggestions.

Tips and Notes

• Verify suggestions—AI-generated output may not be accurate.
• Use Sage during story refinement to improve clarity and quality.