Secure AI Agent · Management
AI applied to
running your business
A specialist configured to triage your inbox, prepare your meetings, chase third-party items until they close, and deliver the right figure with source and date.
Companies that trust UPX
Capabilities
What the Management Agent
can do
Main areas of work for the Business Management AI Agent in your day.
Inbox triage
Separates what needs your decision from what can wait.
Meeting preparation
Builds the agenda with history, open items, and pending decisions.
Chasing open items
Pursues what is stuck with a third party until it closes.
The figure on the spot
Answers with the metric and states source, period, and date.
Contract tracking
Monitors terms, price adjustments, and renewal deadlines.
Weekly overview
Delivers a summary of what moved, what stalled, and what is due.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Inbox triage
- Classifies by decision required and drafts the reply.
- Meeting brief
- Gathers history, figures, and open items on the topic.
- Metric lookup
- Returns the figure with source, period, and as-of date.
How it worksFrom a full inbox
From a full inbox
to an informed decision
Connect your sources, define what the agent can do, and let the preparation happen within your company's limits.
- Connect the business sources
- The agent works with what the company already has.Connect the inbox, the calendar, the control spreadsheets, and the contract base so the Secure AI Agent has access only to what it needs to support management.
- Ask for the work
- Talk to the agent in natural language.Ask for the day's triage, the meeting brief, or the month's figure through the available channels. The agent understands the context, applies the configured skills, and follows the company's rules.
- The agent prepares. You decide.
- From preparation to decision, with control.The agent organizes, chases, and informs within the defined permissions. Deciding, approving payments, and signing contracts stay with whoever answers for the company.
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Integrations
Connected to the sources where the business is decided
The Management AI Agent can query your controls and run tasks in the systems your team already uses.
Google Calendar 
WhatsApp 
Flow
What goes in,
what the agent does, and what comes out
From scattered information to material ready for a decision, following your company's rules and permissions.
Inputs
- Control spreadsheetXLSX
- Client historyCRM
- Active contractPDF
Processing
Secure AI Agent
Processing the task
- Read
- Cross-check
- Verifyrunning
- Assemble
Skill appliedSource cited
Output
Completed
Material prepared
- Agenda with open decisions
- Figures with source and period
- Third-party open items listed
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your company's rules.
- 1
Query
Reads controls, contracts, and history and answers with the source.
- 2
Prepare
Assembles the brief, the agenda, and the draft reply.
- 3
Request review
Waits for approval before chasing or sending.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action. Business decisions, payment approvals, contract signatures, and official communication always stay with an accountable person.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security and compliance
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Management Agent
What business owners and general managers usually ask before putting an agent into their day.
Does the agent decide for me?
No. It prepares the material behind the decision: the history, the figures with their source, and the open items. The decision is yours, and the agent records what was decided so follow-up continues.Where does the figure it gives me come from?
From the sources you connected. The agent always states where it came from, for which period, and when it was measured. When sources disagree, it shows the discrepancy instead of picking one on its own.Does this replace my accountant or the financial close?
No. The agent works with management data for day-to-day decisions. Official reporting, bookkeeping, and tax obligations stay with the qualified professional.Does it chase my vendors and clients?
It prepares the chase with the history and leaves it ready for review. If you release the action, it starts sending and logging replies — and still stops on the cases you marked as sensitive.Is our data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on how many sources come in. Starting with the inbox and one control spreadsheet is quick; what takes time is agreeing on which decisions require review.
Secure AI Agent
Bring a Secure AI Agent to your company's management
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.