Management and administration
General Assistant — Your First Agent
A versatile assistant that organizes email, calendar, documents, and administrative routines.
AI Agents
Secure AI Agents specialized for your operation.
Generalists by business function and specialists by industry segment. Every agent runs connected to your company's tools and within the permissions you define.
70 agents in the catalog
Catalog
Find the right agent for each job.
Search by name, area, or segment. Every agent ships with permissions closed and acts only within what you allow.
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70 agents
Generalists by area
They cover an entire business function and serve any industry.
Finance and accounting
Finance
It organizes numbers, drafts summaries, and handles financial communication precisely, stating the currency, period, and source behind every figure.
Operations and procurement
Operations
It handles email, follow-ups, scheduling, documents, and monitoring of external sources, building routines you can rely on.
Management and administration
Project Management
It keeps scope, schedule, and communication under control in any methodology.
Management and administration
Business Management
It triages the inbox, prepares meetings, chases third-party items until they close, and delivers the right number on the spot.
Marketing
Marketing and Content
A living editorial calendar, copy in your brand voice, and campaigns measured with source and date, bringing every channel's numbers into a single view.
Operations and procurement
Administration and Facilities
Contracts, building maintenance, assets, and fleet under control, with work orders triaged by severity and the asset inventory current.
Data and metrics
Data and Metrics
It reconciles conflicting sources, maintains the metric dictionary, and explains every variance.
Operations and procurement
Procurement and Supply
It runs the bidding process, tracks the order through delivery, manages vendor approval, and checks price adjustments against the contracted index.
Legal and contracts
In-House Legal / Contracts
Contracts, corporate paperwork, and data protection under control, with a first-pass review of drafts for whoever decides.
Sales and customer service
Sales
It keeps the pipeline current and honest, from new lead to proposal sent, with a dated next step on every opportunity and a revenue forecast free of wishful thinking.
Sales and customer service
Customer Success and Support
It looks after the account after the sale closes, from onboarding to renewal, tracking churn signals and turning them into an action plan.
People and HR
Human Resources and Payroll
The people routine stays current, with no labor deadline missed and no document left behind, from onboarding to time off and payroll filings.
Specialists by segment
They know the vocabulary, routines, and obligations of a specific industry.
Finance and accounting
Virtual CFO
Daily cash, runway, receivables and payables, and the monthly management report.
Finance and accounting
Finance BPO
Payables with fraud checks, collections approved by the client, daily reconciliation, and a close package for the accountant, with strict separation between clients.
Sales and customer service
Support and Operations (SOC)
No ticket left unanswered, priority set by impact, and SLAs tracked before they breach, with recurring tickets turned into knowledge base articles.
Technology and security
Network and Infrastructure Monitoring (NOC)
It detects outages before the phone rings, diagnoses the likely cause, and backs up the SLA with numbers.
Technology and security
AppSec Specialist — AI-Generated Code
Static and secrets scanning, dependency auditing, and a report a founder can actually read.
Technology and security
Cloud Security Posture Specialist
Audits your cloud configuration — AWS, GCP, Azure, and Cloudflare — before an outsider finds the gap, with findings prioritized by real-world risk.
Technology and security
Compliance and Evidence Specialist
Builds the evidence package that gets the company through an audit and closes the deal — Brazil's data protection law (LGPD) and ISO 27001 — writes policies the company can actually follow, and answers security questionnaires honestly.
Technology and security
AI Red Team Specialist
Tests the security of chatbots, copilots, and AI agents in production with controlled attacks, delivering reproducible evidence and a layered defense plan.
Technology and security
Virtual CISO (vCISO)
Program roadmap, risk register, tabletop exercises, and a one-page posture report leadership will actually read.
Technology and security
Security Operations Analyst (SOC)
Alert triage against P1–P4 criteria, phishing analysis without detonating anything, detection rule review, and shift handoff.
Technology and security
Incident Response
Runs security incidents end to end — triage, ransomware, timeline, and notification deadlines — with a memo ready for counsel or the data protection officer.
Technology and security
Vulnerability Management
It prioritizes with EPSS and the CISA KEV catalog, tracks remediation SLAs, and maintains the accepted-risk register.
Technology and security
Identity and Access Analyst (IAM)
Who can reach what, whether they should, and the evidence an auditor accepts, with access reviews, joiner-mover-leaver flows, and hardened MFA.
Technology and security
Software Development
It reviews pull requests with judgment, sets the testing strategy, brings discipline to releases, and triages bugs down to root cause, with real access to the code.
Data and metrics
Data Engineering Specialist
It builds reliable pipelines and chases every discrepancy down to root cause.
Technology and security
Vibe Coding Specialist — Prototype to Production
A technical copilot for anyone who built a product with Lovable, Replit, v0, Bolt, Cursor, or Claude Code and needs to take it to production safely.
Manufacturing
Manufacturing
Purchasing, production orders, inventory, quality, and maintenance stay current, with suppliers chased and reorder points flagged.
Manufacturing
Pharmaceutical Manufacturing
Deviations and CAPA, batch record review through release, and pharmacovigilance with the clock running.
Manufacturing
Food and Beverage Manufacturing
HACCP, traceability, and labeling always audit-ready, with mock recalls run and sanitation records current.
Manufacturing
Fashion and Apparel Manufacturing
An honest collection calendar, clean SKUs, audited contract workshops, and compliant labeling before anything ships.
Manufacturing
Metalworking and Auto Parts
PPAP submissions, drawing revisions, calibration, and the IATF audit trail under control.
Manufacturing
Chemical, Paint, and Plastics
Safety data sheets current, permits filed, controlled substances reconciled, and the process safety program audit-ready.
Manufacturing
Electronics Manufacturing
Certifications kept alive, substance declarations answered, and the bill of materials under risk control, with local-content evidence ready.
Manufacturing
Cosmetics and Personal Care Manufacturing
Health agency filings current, batches releasable, labeling defensible, and complaints under control.
Manufacturing
Packaging and Printing
Every job press-ready, color within tolerance, the food-contact dossier organized, and tooling under control.
Manufacturing
Furniture and Woodworking
Orders approved before cutting, legally sourced timber, a safe shop floor, and damage-free delivery.
Professional services
Accounting Firm
Statutory filings and closings without a missed deadline, documents chased, and fees tracked.
Professional services
Law Firm
Court publications monitored, deadlines double-checked by the attorney, and filings triaged and summarized, citing only statutes or precedent verified against an official source.
Professional services
Real Estate Brokerage
A listing book you can trust, leads carried through to the showing, and contracts with every deadline tracked.
Professional services
Insurance Brokerage
Renewals without a lapse, claims moving, commissions reconciled, and regulator registrations current.
Professional services
Marketing and Advertising Agency
It turns a brief into a scoped job, tracks approvals and revision rounds, reconciles media spend, and builds the report the client actually reads.
Professional services
Consulting and Professional Services
Scope signed, hours billed, deliverables reviewed before the client sees them, and accounts growing.
Professional services
Architecture and Engineering Firm
Project phases, professional liability filings, permits, and fees under control, with scope protected by change-order drafts.
Professional services
Condominium and HOA Management
Valid meetings, dues collected, the building maintained, and penalties that hold up — covering governance, front desk, maintenance, insurance, staff, and data protection.
Health and wellness
Clinics and Medical Offices
An organized schedule, insurance authorizations moving, and health permit deadlines always on the radar, with patients confirmed and denied claims appealed.
Health and wellness
Pharmacy and Drugstore
Controlled substances logged, licenses current, cold chain defended, and pharmacy services documented.
Health and wellness
Clinical Laboratory
Health inspections current, quality control documented, critical values communicated, and specimen handling defensible.
Health and wellness
Gym and Fitness Studio
Dues collected, class schedule full, at-risk members won back, and the location ready for inspection.
Health and wellness
Veterinary Clinic and Pet Shop
Medical records, vaccine reminders, and controlled substances current.
Health and wellness
Beauty Salon, Aesthetics, and Spa
A full book, licenses current, commissions closed out, and client records that hold up.
Technology and telecom
Internet Service Provider (ISP)
Telecom regulator filings current, abuse reports answered, routing clean, and subscribers retained.
Technology and telecom
Data Center and Colocation
SLAs measured, credits calculated exactly, critical maintenance on schedule, and capacity staying ahead of demand.
Technology and telecom
Cloud and Hosting Provider
The shared responsibility model documented, abuse handled against the clock, and backup restores actually tested.
Technology and telecom
Telecom and Voice Operator
Telecom regulator filings current, fraud contained, and number portability completed on time.
Retail and automotive
Retail and E-commerce
The catalog consistent across channels, orders tracked, and after-sales handled within consumer protection rules.
Retail and automotive
Vehicle Rental and Fleet Management
Airtight contracts, traffic violations assigned to the driver on time, vehicles available, and claims moving.
Retail and automotive
Auto Repair Shop and Service Center
Every work order with a written estimate approved before the work starts, comebacks measured, and parts, cores, and compliance under control.
Agriculture, construction, and logistics
Construction
Progress billing, schedule, and site paperwork current, with permits and engineering filings flagged before they expire.
Agriculture, construction, and logistics
Transportation and Logistics
Paperwork current for every trip, deliveries within SLA, claims filed on time, and drivers tracked.
Agriculture, construction, and logistics
Agribusiness and Farming
The crop cycle tracked, pesticide applications documented, rural filings current, and the selling position visible.
Education and nonprofit
Educational Institutions
Enrollment, tuition, and the academic calendar under control, with no pedagogical decisions made for you.
Education and nonprofit
Nonprofits and NGOs
Donors cultivated, public partnerships current, grant reporting without surprises, and an honest impact report.
Education and nonprofit
Language School and Continuing Education
It turns inquiries into enrollments and keeps students coming back each term.
Hospitality and events
Hospitality and Tourism
Bookings, guests, and distribution channels organized, with no accidental overbooking and reviews answered.
Hospitality and events
Events and Production
An inquiry becomes a signed proposal, and the event is delivered on time, on budget, and permitted.
Personal use
Pilot Assistant
Currency dates, airworthiness, and logbook in order, plus a preflight package with NOTAMs and weather, always with source and timestamp.
Personal use
Personal Finance
It reads your accounts through the UPX Financial integration (read-only), finds where money is leaking, and closes out each month.
Companies that trust UPX
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