> ## Documentation Index
> Fetch the complete documentation index at: https://docs.theubik.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Ubik operator guide

> A guide for running reviewed trade operations with source context, owner clarity, and controlled AI assistance.

<div className="ubik-hero">
  <p className="ubik-label">Perishable trade operations</p>
  <h1>Run the day by risk, owner, evidence, and next decision.</h1>
</div>

This guide is for operators, reviewers, admins, and leaders who need AI to carry real operating work without losing control. The core habit is simple: identify what is at risk, inspect the evidence, decide who owns the next move, and approve only what is ready to move.

<div className="ubik-proof-grid">
  <div className="ubik-proof">
    <div className="ubik-metric">20x</div>
    <p className="ubik-label">Faster RFQ cycles</p>
    <p>Compress quote handling by bringing account history, margin guardrails, and review context into one path.</p>
  </div>

  <div className="ubik-proof">
    <div className="ubik-metric">30s</div>
    <p className="ubik-label">PO extraction</p>
    <p>Convert order packets into mapped work that an operator can check before ERP or accounting handoff.</p>
  </div>

  <div className="ubik-proof">
    <div className="ubik-metric">1</div>
    <p className="ubik-label">Daily queue</p>
    <p>See priority, owner, source context, and the decision needed before a promise slips.</p>
  </div>
</div>

<div className="ubik-panel">
  <strong>Operating principle:</strong> Ubik does not replace ERP, CRM, inbox, or meetings. Those remain systems of record and context. Ubik is the reviewed system of action above them: it reads across, drafts, routes, asks for review, and writes back only through approved workflows.
</div>

## Daily operating rhythm

<div className="ubik-steps">
  <div className="ubik-step"><span>01 · Triage risk</span> Start with work that can affect customer promises, margin, clearance, cash timing, or supplier reliability.</div>
  <div className="ubik-step"><span>02 · Inspect evidence</span> Check the source thread, document, meeting, task, or system field before the recommendation becomes operating state.</div>
  <div className="ubik-step"><span>03 · Decide ownership</span> Approve, edit, assign, wait, or escalate based on who has authority to move the work.</div>
  <div className="ubik-step"><span>04 · Leave a trail</span> Preserve what changed, who reviewed it, what moved, and what still needs a decision.</div>
</div>

## Start with the right page

<CardGroup cols={2}>
  <Card title="Workspace basics" icon="layout-dashboard" href="/getting-started/workspace-basics">
    Learn the operating queue, source context, action panel, and activity trail.
  </Card>

  <Card title="Ask Ubik" icon="square-dot" href="/workflows/ask-ubik">
    Ask source-backed questions about accounts, shipments, margin, owners, and promises.
  </Card>

  <Card title="Daily operating queue" icon="list-checks" href="/workflows/daily-operating-queue">
    Run the day by risk and decision readiness instead of status chasing.
  </Card>

  <Card title="Security and data" icon="shield-check" href="/admin/security-and-data">
    Understand how sensitive trade context, AI use, and review controls fit together.
  </Card>
</CardGroup>