Secure AI Agent · Franchising
AI applied to your network, unit by unit
A specialist configured to keep the candidate pipeline with the legal disclosure window in plain view, track each franchisee's opening plan, record field visits, and reconcile royalties and the ad fund.
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Capabilities
What the Franchisor Agent can do
Main areas of work for the Franchisor AI Agent in your operation.
Candidate pipeline
Tracks each candidate by stage, from first contact to signature.
Legal disclosure window
Controls the disclosure delivery date and alerts before the waiting period ends.
Opening plan
Keeps each unit's rollout steps with an owner and a deadline.
Field visits
Records the consultant's route and the open findings per unit.
Royalty reconciliation
Cross-references declared against collected and flags the gap per unit.
Network performance
Compares the unit against the network quartile from the reported figures.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Disclosure deadline control
- Tracks delivery and the waiting period for each candidate.
- Remittance reconciliation
- Cross-references declared revenue against royalties collected and isolates the gap.
- Rollout tracking
- Keeps the opening steps with an owner and a date.
From candidate to royalty, with the legal window always honored
Connect the pipeline and the unit base, define what the agent can do, and let the tracking happen within your operation's limits.
- Connect pipeline and units
- The agent works where the network is already recorded.Connect the candidate CRM, the unit spreadsheet, the document repository, and email so the Secure AI Agent has access only to what it needs to track and reconcile.
- Ask for the work
- Talk to the agent in natural language.Request which candidates are inside the disclosure window, which unit is below the network quartile, or who is late on royalties. The agent understands the context, applies the configured skills, and follows the operation's rules.
- The agent tracks. You decide who joins.
- Approving a franchisee is not the agent's call.The agent keeps the pipeline, the deadline, and the reconciliation within the defined permissions. Approving a candidate, signing disclosure and contract, and applying penalties still require the franchisor's decision.
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Integrations
Connected to the systems where your network is already recorded
The Franchisor Agent can query units and run tasks in the systems your team already uses.
Flow
What goes in, what the agent does, and what comes out
From the raw candidate pipeline to the network's open-items list, following your operation's rules and permissions.
Inputs
- Candidates by stageAPI
- Unit revenueCSV
- Network documentsDOC
Processing
Secure AI Agent
Processing the task
- Read
- Check deadline
- Reconcilerunning
- Prioritize
Output
Completed
Open items prepared
- Candidates by disclosure window
- Royalty gap per unit
- Openings off plan
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your operation's rules.
- 1
Query
Reads the pipeline and units and answers with the reference.
- 2
Prepare
Builds the deadline control and the remittance reconciliation.
- 3
Request review
Waits for validation from whoever runs the network.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each operation's policy. Approving a candidate, delivering and signing disclosure and contract, collecting royalties, and applying contractual penalties always stay under human approval.
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 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: all market AI models used by the Agents have ZDR under contract, and 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 Franchisor Agent
What franchisors usually ask before putting an agent to support the network.
Does the agent approve candidates or sign the disclosure document?
No. It keeps the pipeline, tracks the deadline, and organizes each candidate's file. Approving who joins the network and delivering and signing the disclosure and contract stay with the franchisor.How does it handle the disclosure delivery window?
As a legal rule, not a setting. The disclosure document must be delivered with the minimum lead time before signature or any payment, and the agent tracks the date and alerts. There is no mode that shortens that count.Does it collect late royalties?
Not on its own. The agent reconciles declared against collected and flags the gap per unit. Collecting and applying contractual penalties are decisions for whoever runs the network.How does it compare unit performance?
From the figures units report, positioning each against the network quartile. When a unit has not reported the period, that shows as a gap instead of becoming an average.Does it track a new unit's rollout?
Yes. It keeps the opening plan steps with an owner and a deadline, and flags what slipped before the opening date is affected.Is network data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.How long does it take to go live?
It depends on the size of the network. The starting point is connecting the candidate pipeline and the unit spreadsheet, then expanding the scope as remittance reconciliation is confirmed.
Custom agents
We build and manage the agent for your franchise network
From the candidate pipeline to royalty reconciliation: we build the agent that tracks the network unit by unit.