Ask the assistant
A calmer way
to ask first.
The assistant uses the same qualification logic as the Structure Calculator, in plain conversation. It will educate, qualify, and hand off to the right next step — never push, never promise an outcome.
UYB Assistant
Calm, low-pressure, joined-up with the rest of the platform.
Welcome. I'm here to help you understand whether there's something in your current setup worth looking at — before any of it becomes a sales conversation. What brought you here today?
Fallback responses
Couldn't generate a reply
Something went wrong on our end. Try again, or use the calculator for the same questions in a structured form.
Couldn't qualify the answers
I want to make sure I've understood. Could I ask one or two of the questions again?
Couldn't complete the handoff
I've not been able to pass this through cleanly. Your next step is still here — retry, or continue manually.
The assistant is an information tool. It does not provide tax, legal, or regulated financial advice. Conversations are used to qualify and route to the right next step, not to recommend a transaction.