Web chat

Her widest range of abilities

Web chat is where emily can do the most: ERP questions, CRM notes, reports and the knowledge bank are all there, with answers arriving as cards you can move around your screen. Calendar and email work too, once you've connected your own account, and if you're an admin or manager you can also adjust seat counts and ask about your plan from here — there's no checkout in the conversation itself.

Upload a photo for her to read

Attach a photo — an order sheet, a business card, a screenshot of a deal — and emily reads it and offers to act on it, the same as she would with a photo sent over WhatsApp.

She can take you to the right screen

Ask her to show you something — a report, a company's page, your settings — and instead of just describing where it is, emily can bring up that part of the app for you directly, so you don't have to go find it yourself.

Next: side by side

See what differs by channel to compare web chat against the other three.