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.
What is Ubik?
Ubik is the personalised workspace for perishable trade. It connects the systems where trade work happens and helps operators move from signal to reviewed action.
Does Ubik replace ERP or CRM?
No. ERP and CRM remain systems of record. Ubik sits above them and helps operators act on the work that usually lives across inboxes, documents, chat, and dashboards.
Who should use the daily queue?
Operators who manage buyer replies, shipment movement, PO processing, approval follow-up, account tasks, or exception handling should start from the queue.
Why does an item need review?
Ubik is built around human-in-the-loop operations. Sensitive actions such as buyer commitments, margin decisions, ERP writebacks, and customer updates should be checked before they move.
What if the source context is wrong?
Do not approve. Edit, assign, or reject the item, then add the missing context if you have it.
What if an integration stops working?
Check whether the connected account lost permission, the provider session expired, a folder or field was renamed, or the integration owner changed. Escalate to your admin with the affected workflow and timestamp.
Can I use dark or light mode?
Yes. Use whichever mode makes queue text, source snippets, and approval copy easiest to read for your team.
Is this a technical manual?
No. This is a product guide for managers, operators, admins, and reviewers. It explains how to use Ubik in daily work, not how to build on top of it.
