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, or open the full Assistant page. Type or speak naturally—you do not need to learn special commands.
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.
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.
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.
