Step 1

5-minute onboarding

Tell us about your business — industry, size, location, compliance needs, and communication preferences. UBXR immediately starts building context.

  • Company basics and industry
  • Applicable regulations (auto-detected)
  • Communication preferences and tone
  • Connect Gmail for email integration
  • Choose your first Skill

Step 2

Two-layer memory system

UBXR has a shared Canadian knowledge base plus a private business brain that learns from every interaction.

  • Layer 1: Canadian Business Knowledge Base — PIPEDA, CASL, provincial laws, industry guidelines (shared, curated by UBXR)
  • Layer 2: Your Business Brain — company details, people, preferences, and corrections (private, evolving)
  • Memory extraction after every conversation
  • Context gets richer over time

Step 3

Automated scheduled tasks

UBXR works on a schedule you control — morning email digests, blog drafts, weekly business reports, and more.

  • Configurable frequency and timing
  • Event-driven processing (webhooks, not polling)
  • Progressive depth — quick summaries first, details on demand
  • Token-optimized — costs stay predictable

Step 4

Approval queue keeps you in control

Every external action requires your explicit approval. Emails, documents, recommendations — nothing goes out without your sign-off.

  • One-click approve or reject
  • Priority indicators (urgent, high, normal, low)
  • Expandable details to review before approving
  • Full audit trail of all actions
  • Auto-expire old actions