Work with Ubouk Assistant
Ask about your organization, prepare supported actions and review changes before approving them.
- 1
Open the Assistant in your organization
Open Ubouk Assistant from an authorized workspace. Check the organization and describe your task: for example, find a program, inspect an enrollment or prepare a message. Available actions depend on your role, enabled features and the Assistant’s supported tools. It does not operate every page.
- 2
Resolve ambiguous names
Name the program and person precisely. If several records match, answer the Assistant’s clarification before continuing. A check that someone may enroll does not itself authorize a transfer or another change. Use the linked native page when the requested action is unavailable.
- 3
Review the proposed action
Read the proposal’s affected records, dates, amounts and recipients. For a message, inspect the subject and preview. Edit or reject a proposal that is not correct; approve only the displayed action you intend to carry out. For medical details, use the medical form offered by the platform rather than putting them in the conversation or attachments.
- 4
Check the outcome
After approval, read the execution result and open the affected record when needed. A proposal is not a completed action. If execution cannot be verified, check the record before retrying. Usage limits or an unavailable provider can interrupt the Assistant; you can continue through the normal platform pages.
Keep going
Ask the assistant to inspect, create or change automatic discounts and check invoice savings before saving.
Clients & attendanceMove an existing registration while keeping its agreed price and payment schedule.
MessagesChoose recipients and a channel, write an operational message, and send it to the right families.