Introducing SAGE: Synchronized AI-Guided Engagement

Introducing SAGE: Synchronized AI-Guided Engagement

Mar 01, 2025

SAGE, stands for Synchronized AI-Guided Engagement. The name reflects how our White Label Hilton AI system, using state of the art platform (https://newoaksai.com), seamlessly integrates real-time chatbot interactions with human oversight and CRM synchronisation (GoHighLevel).


Breaking Down SAGE:

  • S → Synchronized: The chatbot conversation and CRM data are always aligned in real time.
  • A → AI-Guided: The conversation is primarily handled by AI but can be selectively guided by humans.
  • G → Guided: A human agent can intervene when necessary while tracking everything.
  • E → Engagement: Ensuring smooth, intelligent, and personalised customer interactions.

The Document with the Prompts used on this Zoom call can be found here.


📜 SAGE: The Future of AI-Human Collaboration in Customer Engagement


Introduction

  • The challenge: AI chatbots lack seamless CRM integration, and human agents struggle to intervene effectively.
  • Communication: All inbound and outbound traffic to be managed by NewOaksAI while keeping the conversation history synchronised in the CRM(GHL).
  • Enter SAGE (Synchronized AI-Guided Engagement): A system where AI, humans, and CRM work in perfect harmony.


How SAGE Works


User Initiates a Conversation in NewOaks AI

  • The chatbot, powered by RAG (Retrieval-Augmented Generation), retrieves relevant information from a knowledge base.
  • The administrator selects a preferred LLM (OpenAI, Anthropic, DeepSeek, or Mistral) for response generation.


Real-Time CRM Synchronization with GoHighLevel

  • Every interaction is logged instantly into GoHighLevel.
  • Conversation history is pushed to the CRM, ensuring continuity across AI and human interactions.


Human Monitoring and Intervention

  • Human agents can monitor live AI conversations inside GoHighLevel.
  • If needed, they can take over the chat without disrupting user experience.
  • This allows a seamless AI-to-human transition when complex issues arise.


Two-Way Tracking and Analytics

  • Conversation logs are stored in both NewOaks AI and GoHighLevel.
  • Analytics provide insights into AI vs. human interventions, customer sentiment, and response efficiency.


Why SAGE is a Game-Changer


✅ Eliminates Data Silos: AI and human-driven conversations are unified in one CRM.

✅ Enhances Customer Experience: AI responds instantly, and human intervention is smooth.

✅ Gives Admins Flexibility: Choose the best LLM for the task while keeping CRM synchronized.

✅ Scalable and Future-Proof: Works across industries where AI-human collaboration is needed.


Conclusion: The Future of AI-CRM Synchronization

  • SAGE represents the next step in AI-assisted customer interactions.
  • By ensuring fluid AI-human transitions and CRM integration, businesses can increase efficiency, boost customer satisfaction, and drive revenue.


Footnote : SAGE: A Concept in Development


In its traditional sense, a sage is a profoundly wise individual whose insight and discernment inspire trust and effective decision-making.


Today, that same timeless wisdom is reimagined in SAGE—Synchronized AI-Guided Engagement—a revolutionary framework that fuses cutting-edge artificial intelligence with human oversight and real-time CRM integration.


As we enter an era defined by rapid technological innovation and ever-evolving customer expectations, SAGE stands as a beacon of forward-thinking intelligence, ensuring that every interaction is not only automated and efficient but also enriched with the deep, judicious insight reminiscent of a true sage.


SAGE (Synchronized AI-Guided Engagement) is more than just a vision—it’s an active, evolving concept designed to redefine AI-human collaboration in customer engagement. Officially launched as a work-in-progress on February 27th, 2024, our team at Hilton AI is actively developing the seamless integration between NewOaksAI's proprietary RAG-powered AI system and GoHighLevel’s CRM ecosystem.



🚀 Join the SAGE Development Brainstorm & Exclusive Q&A with Ray Luan, CEO of NewOaks AI!

SAGE is a living, evolving concept, and we want you to be part of its journey. Whether you're an AI enthusiast, a business leader, or a developer, your insights can help shape the future of seamless AI-CRM integration.

📅 Join us live for a brainstorming session and an exclusive Q&A with Ray Luan, CEO of NewOaks AI. Gain early insights, contribute ideas, and explore the massive potential of SAGE.

🔗 Join here: Zoom Meeting

Don't miss this opportunity to be at the forefront of AI-powered customer engagement! 🚀


March 6th: SAGE: Improve on Prompt and Booking Confirmation via NewOaks


Leading up to the 6th March, we will be working on improving the Voice AI prompt and sending the user a confirmation for a booking, using NewOaksAI. There will not be any need to have to create a GHL Automation. This is already automated in the NewOaks AI product using Twilio.


March 13th: SAGE: Outbound Call asking for a Google Review.

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