Secure AI Agents
Specialists for every area of your business
AI agents that understand the context of your operation, use specific skills, and connect to your company's tools.
Work executed with the autonomy and control you define.
Finance
Automate analysis and operations
Analyzes information, queries systems, and supports financial routines within your company's rules.
Meet the agent
Companies that trust UPX
The concept
Not just an AI that answers. A specialist that understands context and executes.
A Secure AI Agent brings together four layers. Each one expands what it can do, without giving up operational control.
- 01
Context
Knows the operation, the business rules, and the vocabulary of each area.
- 02
Skills
Receives specific capabilities for each type of work it needs to perform.
- 03
Integrations
Connects to the systems and tools where your team's work already happens.
- 04
Execution
Performs the task within the permissions and limits defined by the company.
Skills
Specific capabilities for each type of work
A skill brings together the procedure, knowledge, and rules of a task. It is what separates an agent that answers from an agent that executes.
Integrations
Connected to the tools your company already uses
The agent works where the work happens. Integrations define which systems it can query and where it can execute actions.
Secure by default
Security is part of the architecture, not an optional layer
AI agents access data and systems, and they execute actions. That is why security, access control, and governance are part of the operation from the start.
Identity and access
- SSO and authentication
- Access control integrated with your corporate identity.
- Keys managed by UPX
- AI provider keys belong to UPX, which caps spending. Your company does not manage keys.
- Per-agent permissions
- Each agent operates only with the access its role requires.
Data and security
- Zero Data Retention
- All market AI models used by the Agents have ZDR under contract.
- Credentials kept from the model
- Integration credentials never pass through the AI model.
- Isolated environment
- Executions happen inside controlled environments.
Governance
- Human approval
- Agents are instructed not to carry out destructive or financial actions without the user's explicit OK.
- Traceability
- Actions and executions keep records for follow-up.
- Guardrails
- Rules and limits define what each agent can access and execute.
Security and compliance
UPX maintains SOC 2 Type II and ISO 27001. Operations follow Brazil's LGPD, and all market AI models used by the Agents have Zero Data Retention under contract: processed content is not retained by the provider or used for training.
Custom agents
When the process belongs to your company, not to your department
Catalog agents cover the common processes of each department and go live self-service. When the flow involves proprietary systems, specific rules or sensitive data, UPX designs, integrates and operates a tailor-made agent.
When it fits
- 01
Proprietary or legacy systems
Your ERP, database or internal tool has no ready-made integration.
- 02
Processes that cross departments
The flow runs through finance, operations and support at the same time.
- 03
Specific rules and compliance
Approval limits, sign-offs and restrictions a generic agent does not know about.
What UPX does
- 01Maps the process, the rules and the systems together with your team.
- 02Configures skills, knowledge, integrations, permissions and autonomy levels.
- 03Validates the agent in the real context before it takes on the flow.
- 04Keeps the configuration under management as the operation evolves.
Your process may already be in the catalog.
See ready-made agents