Secure AI Agent · Customer Success
AI applied to
the account after the sale
A specialist configured to drive onboarding, track adoption, detect churn signals with evidence, and prepare the action plan before renewal.
Companies that trust UPX
Capabilities
What the Customer Success Agent
can do
Main areas of work for the Customer Success AI Agent across your portfolio.
Driven onboarding
Tracks each implementation step until the client is live.
Churn signals
Flags usage drops, repeat tickets, and long silences.
Action plans
Builds the account's next step with an owner and a date.
Renewal preparation
Gathers history, delivered value, and open items.
Portfolio health
Organizes accounts by risk and by attention required.
Conversation logging
Turns the meeting into history with what was agreed.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Adoption reading
- Cross-checks usage and tickets and flags the cooling account.
- Renewal brief
- Gathers deliveries, incidents, and open items from the cycle.
- Onboarding track
- Follows the planned steps and chases what stalled.
How it worksFrom the signed contract
From the signed contract
to a prepared renewal
Connect your sources, define what the agent can do, and track the portfolio without relying on memory.
- Connect the portfolio sources
- The agent works with what the team already records.Connect the CRM, the ticketing tool, and the usage data so the Secure AI Agent has access only to what it needs to track account health.
- Ask for the work
- Talk to the agent in natural language.Ask for the accounts at risk, an onboarding status, or the renewal brief through the available channels. The agent understands the context, applies the configured skills, and cites the evidence behind every signal.
- The agent flags. CS talks.
- From evidence to conversation, with control.The agent tracks, signals, and prepares within the defined permissions. Talking to the client, negotiating renewals, and granting terms stay with the team and whoever holds authority.
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Integrations
Connected to the systems where accounts are served
The Customer Success Agent can query your account history and run tasks in the systems your team already uses.
Flow
What goes in,
what the agent does, and what comes out
From scattered data to a portfolio under control, following your team's process and permissions.
Inputs
- Usage dataCSV
- Ticket historyLOG
- Client contractPDF
Processing
Secure AI Agent
Processing the task
- Read
- Cross-check
- Classifyrunning
- Prepare
Skill appliedEvidence cited
Output
Completed
Portfolio prepared
- Accounts at risk with the evidence
- Action plan with owner and date
- Renewal brief assembled
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your team's process.
- 1
Query
Reads usage, tickets, and contracts and answers with the evidence.
- 2
Prepare
Classifies risk and builds the action plan.
- 3
Request review
Waits for approval before contacting the client.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action. Negotiating renewals, granting discounts, and communicating contractual decisions to the client always stay with whoever holds authority.
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 Customer Success Agent
What customer success and support teams usually ask before putting an agent on the portfolio.
How does it identify churn risk?
By cross-checking what your sources show: usage drops, repeat tickets on the same topic, long silences, and open items that never close. The signal always comes with the evidence behind it, for the team to judge.Is the risk signal a verdict?
No. It is an alert with context, and it can be wrong — a usage drop may be the client's seasonality. Reading the account stays with CS, who knows the story the data does not tell.Does it talk to clients in my portfolio?
Only if you release that action. By default it prepares the message with the history and leaves it ready for review, because the relationship belongs to the team, not the agent.Does it negotiate the renewal?
No. It assembles the brief — value delivered, incidents in the cycle, open items, and history — so the conversation starts informed. Negotiating and granting terms require commercial authority.Is client 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 history lives. Connecting the CRM and the ticketing tool already enables risk reading; usage data improves precision once it comes in.
Secure AI Agent
Bring a Secure AI Agent to your client portfolio
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.