Secure AI Agent · Condominium
AI applied to
running your building
A specialist configured to prepare assemblies per the bylaws, track arrears, keep the building compliant, and organize the evidence behind each penalty.
Companies that trust UPX
Capabilities
What the Condominium Agent
can do
Main areas of work for the Condominium Management AI Agent in your operation.
Assembly preparation
Builds the notice, agenda, and minutes as the bylaws require.
Dues tracking
Monitors arrears and prepares the collection sequence.
Building maintenance
Controls reports, inspections, and mandatory renewal dates.
Incident evidence
Organizes the record that supports a warning or penalty.
Insurance and contracts
Tracks policies, suppliers, and renewal deadlines.
Resident support
Answers recurring questions based on the bylaws and house rules.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Assembly documents
- Drafts notices, agendas, and minutes per the bylaws.
- Collection sequence
- Tracks arrears and prepares the notices.
- Due date control
- Monitors reports, inspections, policies, and contracts.
How it worksFrom the notice to the minutes,
From the notice to the minutes,
with review at every step
Connect your sources, define what the agent can do, and let preparation happen within the bylaws' limits.
- Connect the building's documentation
- The agent works with the bylaws and the records.Connect the document base, the financial control, and the resident channels 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.Request the assembly preparation, the arrears position, or the expiring reports through the available channels. The agent understands the context, applies the configured skills, and follows the building's bylaws.
- The agent prepares. The manager decides.
- From preparation to decision, with control.The agent drafts, tracks, and organizes within the defined permissions. Calling the assembly, applying penalties, and authorizing expenses stay with the manager and the board.
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Integrations
Connected to the tools management already uses
The Condominium AI Agent can query your documentation and run tasks in the systems your team already uses.
Google Calendar 
Flow
What goes in,
what the agent does, and what comes out
From the raw bylaws to ready documents, following the building's rules and permissions.
Inputs
- Bylaws and house rulesPDF
- Financial positionCSV
- Incident recordDOC
Processing
Secure AI Agent
Processing the task
- Read
- Cross-check
- Draftrunning
- Prepare
Skill appliedBylaws verified
Output
Completed
Documents prepared
- Notice compliant with the bylaws
- Arrears consolidated
- Incident evidence organized
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within the building's bylaws.
- 1
Query
Reads the bylaws and records and answers with the reference.
- 2
Prepare
Drafts documents and organizes the evidence.
- 3
Request review
Waits for validation from the manager or administrator.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each building's bylaws. Calling assemblies, applying penalties, and authorizing expenses always stay with the manager.
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 Condominium Agent
What managers and administrators usually ask before putting an agent to support the building.
Does the agent call the assembly?
No. Calling and chairing the assembly is the manager's role. The agent prepares the notice, the agenda, and the draft minutes as the bylaws require, and flags the deadlines.Does it apply penalties to a resident?
No. Applying a penalty is the manager's act under the bylaws. The agent organizes the incident record and prepares the notification, so the decision is documented and defensible.Does it pursue dues in court?
No. The agent tracks arrears and prepares the administrative collection sequence. Legal action is handled by the building's counsel.How does it handle resident data?
The agent operates with the granted permissions and accesses only what each task requires. Every query is logged, which helps demonstrate appropriate handling of personal data.Is building 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 where the documentation lives. The starting point is connecting the bylaws and the financial control, then expanding the scope as results come in.
Secure AI Agent
Bring a Secure AI Agent to your property management
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.