What differs by channel
A side-by-side of what emily can do on WhatsApp, phone calls, web chat and browser voice.
The same emily, with the same abilities
emily runs on the same data, memory, rules and abilities everywhere. ERP questions, the CRM, the Knowledge Bank, your calendar and email, reminders and orders all work on WhatsApp (messages and calls), on a phone call, in web chat and with browser voice. What differs is what the channel itself has: a screen to show you something on, or a way to send her a photo.
Side by side
| Can she... | Phone calls | Web chat | Browser voice | |
|---|---|---|---|---|
| Ask about your ERP | Yes | Yes | Yes | Yes |
| Check live stock or purchasing (needs a direct ERP connection) | Yes | Yes | Yes | Yes |
| Read, log or update companies, contacts, deals, notes and tasks | Yes | Yes | Yes | Yes |
| Search the Knowledge Bank | Yes | Yes | Yes | Yes |
| Book, move or cancel meetings, and draft or send email | Yes | Yes | Yes | Yes |
| Take an order into Cegid PHC (needs a direct ERP connection) | Yes | Yes | Yes | Yes |
| Read a photo you send her | Yes | No | Yes | No |
| Build a new report | In messages, not calls | No | Yes | Yes |
| Show answers as cards, or bring up part of the app | No | No | Yes | Yes |
Reading your inbox needs your mailbox linked first, and until your own calendar is linked, meetings go into emily's own calendar — see connect calendar and mailbox.
Every ERP answer is read-only
Every "Yes" in the ERP rows above means she can look the number up and tell you — on every channel, she reads your ERP and never changes a figure in it. The one thing she writes is an order you confirm, on Cegid PHC with the direct connection: dictate it on any channel, a phone call included, and once you say yes it lands in the ERP as an unsigned draft invoice for your back office to review. Nothing is finalised on its own.
The real differences
Photos and files. emily reads photos and documents, such as PDFs, in web chat and on WhatsApp. Phone calls and browser voice are spoken only, so there's nothing to send her on either of them.
Reports. On a call, by phone or on WhatsApp, she can send you a report that already exists, but she won't build a new one mid-call — there's nothing to look at. She offers to do it in WhatsApp messages instead, where the report arrives as a link.
Screens. Web chat and browser voice can show answers as cards and bring up part of the app for you. On WhatsApp she sends you a link when you need to open something; on a phone call she tells you where to go.
Browser voice, in one place
Browser voice gets the same ERP, CRM and Knowledge Bank access as every other channel: ask her a business question, have her read or log something in the CRM, or search the Knowledge Bank, and it works the same as it would by typing. It can't read a photo — there's no image to send over a voice-only session. It can show cards and take you to another part of the app, the same as web chat. And if you ask her for something she can't do, she tells you plainly rather than failing silently or pretending to do it — see browser voice.
The one connection-based difference
Live stock, purchasing and orders depend on whether your organisation uses the standard or the direct ERP connection — the same way on every channel above. It's a connection difference, not a channel one. See connect your ERP for what each option covers.