What Obie is and who can use it
Obie is the AI assistant inside your signed-in OceanBooking admin. It is separate from the customer-facing AI Chatbot: customers do not see Obie or your admin conversations.
During the current rollout, Obie is available to account admins. We plan to make it available to more team members soon. As access expands, each person will still be limited by their own role and permissions—Obie does not give anyone extra access.
What you can use Obie for
Select the round Obie button in the lower-right corner of the admin. Obie opens in a panel in the corner of whatever page you are on—on a phone it opens as a full-screen sheet instead. Type or speak naturally—you do not need to learn special commands.
Everything happens in that panel, including guided setup; there is no separate assistant page to go to. On wider desktop screens the panel header has an Expand button that makes the panel larger in place, and a Collapse button to bring it back to its usual width. You can also drag the panel's left edge to resize it. Guided setup opens the panel in its larger size because it is form-heavy, but once you choose a width yourself it keeps your choice.
Obie also greets you when you finish the Welcome Tour. The tour hands you to your dashboard and the panel opens there a moment later, where Obie carries straight on with setting up your business, so no separate welcome message is sent to you.
You can ask Obie to:
- Explain OceanBooking and find the right page—ask how a feature works, request a help article, or have Obie take you to the relevant admin screen.
- Look up and summarize business information—for example customers, bookings, class schedules, attendance, waiting lists, passes, payments, notification history, and reports.
- Help complete admin work—create or update supported customers, classes, repeating schedules, appointments, bookings, passes, instructors, locations, and settings.
- Guide setup and learning—set up a new business step by step or start a guided tour that follows along on the real admin pages.
- Work with useful context—ask about the page or filtered table currently on screen, or attach a relevant image or spreadsheet for Obie to review.
- Browse new features—choose the New features shortcut, or ask "What are the latest highlighted new features?", to see recent highlighted releases as cards. Select Show more to see older ones, or open a card to learn more, take its tour, or open its page.
Finishing a guided tour: at the last stop, select Done. If the completion could not be saved, a message appears; select Done again to retry. The completion card then lets you Retake tour, Browse tours to pick another one, and rate that attempt with one to five stars and an optional note. Each attempt is rated separately.
While your business is in its first week and setup is still unfinished, a setup progress bar appears across the top of your dashboard. It shows how many steps are done, names the step you are on and the last step of the flow, and selecting it opens Obie and picks setup up where you left off. It stops appearing once setup is complete. The dot on the Obie button also stays lit while setup is unfinished, so you can always find your way back to it.
Obie's capabilities continue to expand. If a request is not supported, it should explain the limitation and direct you to the correct page or help resource.
Approvals, permissions, and recorded actions
Obie works as the signed-in person and follows that person's existing OceanBooking permissions. You cannot use Obie to bypass a role restriction.
Reading information does not normally require approval. Before Obie changes business data, it shows the proposed action or form so you can review it. Actions that are sensitive, destructive, or difficult to reverse require explicit confirmation. Read names, dates, amounts, and the proposed changes carefully; you can cancel or ask for changes instead of approving.
When a form asks you to choose a family member of a customer, it offers a searchable list limited to that customer's family members, so you cannot pick someone belonging to a different customer. Change the customer on the form and the family-member list clears and reloads for the new selection. The summary Obie shows you before acting displays the person's name rather than a record number, so you can check you chose the right person.
Every action Obie attempts is recorded, including its result or failure, in the assistant's audit and session history. Changes made to business data are also written to the usual activity or change history where applicable, with details such as the actor, time, and before-and-after values. Conversations are saved so work can be reviewed and continued.
Do not paste passwords, payment-provider credentials, API secrets, or other login secrets into chat. Obie should direct you to the secure settings page when credentials are required.
Change Obie's name and image—just ask
You can personalize the signed-in admin assistant from the conversation. Try asking "Change your name to Miso" or "I want to change your image." Obie will show the available avatar and personality styles and the exact change for you to approve. Admin-assistant names can contain up to six characters.
Changing Obie's identity affects the admin assistant only. It does not change the separate customer-facing AI Chatbot name, image, or personality.
Hide or show Obie
- Select your profile picture in the admin title bar.
- In the row showing your payment plan, select the round Obie image immediately to the left of the language flag.
- The image becomes faded and the floating Obie launcher and panel are hidden. Select the faded image again whenever you want to show Obie.
Hiding Obie does not disable the assistant, delete conversations, or affect the customer-facing AI Chatbot. The preference is saved in this browser and applies across every business you administer here; other browsers and devices keep their own preference.
If an important new-feature announcement is available while Obie is hidden, Obie may appear temporarily to show it. Dismiss the announcement—or finish the panel or guided tour opened from it—and your hidden preference automatically takes effect again.
Tips for working with Obie
- Be specific about the customer, class, pass, location, date, and time you mean.
- Ask Obie to explain its proposed change if anything is unclear before approval.
- Correct Obie immediately if it selected the wrong record or misunderstood your goal.
- For important work, check the result on the relevant admin page or in the Activity Log.
Obie is there to reduce repetitive admin work while keeping you in control of every change.
