Cegid PHC integration · AI voice assistant: Your PHC, answering out loud.
emily connects directly to your Cegid PHC database, read-only, and answers your sales team on a call, on WhatsApp or in chat: what we sold, who is overdue, what is in stock — with PHC's own figures, to the cent.
Available
“How much does Aveiro Dist. owe us, and since when?”
| Rank | Customer | Gross margin | % |
|---|---|---|---|
| 01 | Aveiro Dist.Rev. €155,400 | €48,200 | 31% |
| 02 | Lusomar FoodsRev. €132,900 | €35,900 | 27% |
| 03 | Casa MouraRev. €98,600 | €29,600 | 30% |
| 04 | Norte TextilesRev. €171,300−4 pts vs target | €22,300 | 13% |
| 05 | Agro Vale SousaRev. €76,800 | €19,200 | 25% |
What you can ask
Everything in PHC, without opening PHC.
Your reps spend the day on the road while PHC stays in the office. With emily, they ask the way they would ask a colleague who has the ERP open, and the answer comes back in seconds, out loud or in writing.
- Sales by period, customer, product, product family, rep or company
- Gross margin by customer or product, and period-on-period comparisons
- Customer balances, overdue invoices and debts
- Stock by warehouse, and products below minimum
- Purchases, suppliers and what is still to pay
- Several group companies in one question, company by company
Asking PHC on a call
- Rep09:12
How much does Aveiro Dist. owe us, and since when?
- toolquery_erp·PHC·1.4s
- emily09:12
€82,140 open across three invoices. The oldest is 14 days overdue. Shall I draft a payment reminder?
Figures you can trust
PHC's rules, applied every time.
A wrong answer costs more than no answer. So emily follows the same rules as your finance team, and tells you when she doesn't know.
01 / 06
Sales documents only
She counts the document types that are real invoicing and leaves cancelled documents out.
Orders by voice
From the customer's office to a draft in PHC.
The rep dictates the order in the car. emily finds the customer and the products in PHC, uses the last price charged to that customer, reads it all back and waits for your OK.
Once confirmed, the order sits in PHC as an unsigned draft invoice: nothing is finalised until the back office has reviewed it.
An order dictated in the car
“Yes, send it.”
Connection
Connected once, for the whole team.
- 01
An admin connects PHC
In Settings → Integrations, or by asking emily. There is no plugin to install in PHC and no data migration.
- 02
Test it before you rely on it
The connection card has a test: ask a question you know the answer to and compare it with PHC.
- 03
Decide who sees what
Each person sees only the companies and topics they have access to — a rep can see sales without seeing purchasing.
- 04
The team starts talking
Each rep links their calendar in two clicks. From then on, they pick up the phone and ask.
Beyond questions
PHC at work before anyone asks.
Overdue debt alerts
emily flags a customer the moment they go past terms and offers the payment reminder.
02Stock below minimum
When a product drops below its reorder point, you know before the customer asks.
03Scheduled sales reports
The week's sales by rep, every Monday at 08:00, by email or WhatsApp — and in Excel, one click away.
04Pre-visit briefing
History, open invoices and the last interaction, two minutes before you walk in.
What about Cegid Pulse?
Cegid Pulse is Cegid's AI inside PHC, for people working at the ERP screen. emily is for the people on the road: she talks on calls and WhatsApp, brings PHC together with the CRM, calendar and email, and handles the follow-up. The two sit happily side by side.
FAQ
Frequently asked questions.
Every version of Cegid PHC. emily connects directly to the PHC database, read-only — it isn't a plugin or a module installed inside PHC.
She can't edit, delete or post final documents. The only thing she writes is an order the rep has confirmed, and it lands as an unsigned draft invoice for the back office to review and finalise.
Yes. emily applies PHC's rules (sales document types, cancelled documents, credit notes), and customer debt figures have been checked to the cent against PHC's own overdue-accounts report. When data doesn't exist, she says she doesn't know.
If you don't name a company, emily asks all of them and answers with the total and a company-by-company breakdown. Name one and she answers for that one only.
Days, not months. PHC is connected once for the whole team, and each rep links their calendar in two clicks. No data migration and no new screens to learn.
No. Cegid Pulse lives inside PHC, for people at the screen. emily takes PHC into the field — calls, WhatsApp, CRM, calendar and email — and the two can run side by side.
You might also like.
- Ask your ERPSales, invoicing, debts and stock — asked out loud, answered in seconds.
- Voice ordersDictated in the car, confirmed with you, left as a draft in Cegid PHC.
- Overdue invoicesWho owes, since when — and the payment reminder ready for your OK.
- Proactive alertsOverdue debt and stock below minimum — flagged before anyone asks.
- Sales reportsSales by customer and rep, stock and debts — scheduled, by email or WhatsApp, and in Excel.
- WhatsAppCalls, voice notes, messages and photos — on the channel your team already uses.
Ready to get your team talking to the ERP?
Book a demo with your team, or leave your number and emily calls you now. No credit card for the initial evaluation.
Leave your number and emily phones you within minutes: a real conversation about your sales day.