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 source-backed, reviewed action.
Does Ubik replace ERP or CRM?
No. ERP and CRM remain systems of record. Ubik sits above them as a reviewed system of action for work that usually lives across inboxes, documents, chat, meetings, and dashboards.
Who should use the daily queue?
Operators and managers who handle 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 reviewed operations. Buyer commitments, margin decisions, ERP writebacks, customer updates, and sensitive handoffs 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 source 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.Last modified on May 28, 2026
