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Understanding agentic Ubeya

Reports, Insights, and Responsible Use

Nahumi Hay avatar
Written by Nahumi Hay
Updated over 3 weeks ago

🌟 Overview

Ubeya AI is your intelligent workforce analytics assistant — designed to help you turn your operational data into actionable insights. It enables managers, planners, and business leaders to generate dynamic reports, analyze trends, and make informed decisions faster than ever before.

Ubeya’s AI leverages advanced natural language and data processing capabilities to help you explore your workforce, project, and financial performance data simply by asking questions.


🤖 What Ubeya AI Can Do

Ubeya’s AI assistant can generate detailed business intelligence reports and analytics across multiple dimensions of your workforce data:

📊 Event & Project Analysis

  • Find and analyze events with advanced filters (by client, location, date range, and more)

  • Generate performance metrics and event statistics

  • Track profitability and resource allocation

  • Evaluate patterns across multi-day events

👥 Staffing & Workforce Analytics

  • Get detailed breakdowns of shifts (internal vs. external workers)

  • Track employee performance, reliability, and attendance

  • Analyze no-shows, incidents, and workforce efficiency

  • Review slot-level and assignment-level performance

💰 Financial Intelligence

  • Compare actual vs. forecasted payroll and budgets

  • Monitor revenue streams and profitability

  • Evaluate cost center performance

  • Track financial performance by client, location, or timeframe

📈 Operational Insights

  • Analyze booking vs. confirmation rates

  • Evaluate agency and supplier performance

  • Monitor compliance and attendance

  • Discover trends across positions, locations, and time

🎯 Business Intelligence Features

  • Cross-project and client performance comparisons

  • Resource optimization suggestions

  • Trend forecasting and pattern identification

  • Fully customizable reports with flexible grouping and filtering

📋 Report Types You Can Generate

  • Executive KPI summaries

  • Operational performance reports

  • Financial analyses

  • Staffing efficiency insights

  • Client-specific and historical trend reports

You can easily filter and customize reports by date, client, location, position, or employee to view the exact data that matters to your business.


⚠️ About the AI Disclaimer

When using Ubeya’s AI features, you may see this disclaimer:

“You are interacting with an AI-powered system. The responses and results you receive are generated by artificial intelligence and may contain errors or inaccuracies.”

Why We Include This Disclaimer

Ubeya AI uses cutting-edge technology to generate responses and insights automatically. While it’s designed to provide accurate and valuable information, it may occasionally:

  • Misinterpret context or user intent

  • Display incomplete or outdated data

  • Suggest analyses that require human validation

This disclaimer exists to ensure transparency and responsible use of AI. It reminds users that:

  • AI-generated content should be reviewed and verified before making critical business decisions

  • The tool is meant to assist, not replace, professional judgment

  • Data security and integrity remain top priorities in all AI-powered processes


🧭 Best Practices for Using Ubeya AI

  • Validate before acting: Always review key insights, especially those used for payroll, budgeting, or client reporting.

  • Be specific: Ask clear, detailed questions for the most accurate results.

  • Leverage filters: Use filters (dates, clients, locations, employees) to refine your analysis.

  • Combine human and AI insights: The best outcomes come from blending your expertise with the AI’s analytical power.


💬 Need Help?

If you have questions or notice inconsistencies in AI-generated results, contact Ubeya Support or your account manager. Our team continuously improves AI accuracy and welcomes your feedback to make the system even smarter and more reliable.


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