Secure AI Agent · Online Education
AI applied to your launches and students
A specialist configured to keep the launch calendar, read evergreen numbers from connected platforms, run student onboarding, and organize payment recovery and refunds under the disclosed policy.
Companies that trust UPX
Capabilities
What the Creator Agent can do
Main areas of work for the Online Course and Creator AI Agent in your operation.
Launch calendar
Keeps launch stages with an owner and a deadline, from warm-up to close.
Evergreen numbers
Reads conversion, revenue, and refunds from the connected platform or export, with the source.
Student onboarding
Runs the first access steps and detects who has not started the course.
Community routine
Organizes announcements, sessions, and recurring answers for the student group.
Payment recovery
Runs the approved reminder ladder for pending invoices and declined cards.
Refunds under policy
Organizes the request, flags the applicable window, and records the decision with evidence.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Cart reading
- Consolidates the launch result with the source for each figure.
- Recovery ladder
- Builds the reminder sequence within policy and opt-in.
- Student tracking
- Flags who stalled in onboarding and which step was left behind.
From launch to student, with the policy always honored
Connect the platform and channels, define what the agent can do, and let the operation happen within your policy's limits.
- Connect the platform and channels
- The agent works where the sale and the student already are.Connect the payment platform, the email tool, social, and the student spreadsheet so the Secure AI Agent has access only to what it needs to read numbers and run onboarding.
- Ask for the work
- Talk to the agent in natural language.Request the open-cart result, the list of who has not started the course, or the refund request under review. The agent understands the context, applies the configured skills, and follows the operation's rules.
- The agent organizes. You decide and send.
- No student communication goes out on its own.The agent reads, organizes, and prepares within the defined permissions. Sending communication to the list, approving refunds, and removing student access still require human approval.
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Integrations
Connected to the platforms where your course is already sold
The Creator Agent can query sales and run tasks in the systems your team already uses.
Flow
What goes in, what the agent does, and what comes out
From raw platform entries to a result ready for review, following your operation's rules and permissions.
Inputs
- Sales and refundsAPI
- Platform exportCSV
- Disclosed policyDOC
Processing
Secure AI Agent
Processing the task
- Read
- Consolidate
- Check policyrunning
- Prepare action
Output
Completed
Result prepared
- Cart with the figure's source
- Students stalled in onboarding
- Refunds with the window flagged
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 sales and students and answers with the reference.
- 2
Prepare
Consolidates the result and builds the recovery ladder.
- 3
Request review
Waits for validation from whoever owns the product.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each operation's policy. Sending communication to the list, approving refunds, and removing student access 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 Creator Agent
What creators usually ask before putting an agent to support the operation.
Does the agent promise launch results?
No. It reads the cart numbers from the connected platform or an export and shows the source for each figure. Revenue projection is not a deliverable of this profile.How does it handle refund requests?
It organizes the request, flags the applicable window under the disclosed policy and consumer law, and records the decision with the evidence. Denying a refund inside the legal window is not an option the agent offers.Does it work with Kajabi, Teachable, or Thinkific?
Yes, via export. When the payment platform is connected the reading is direct; elsewhere the agent works from the exported file. The consolidation is the same — only the data source changes.Does it message students directly?
It can prepare the recovery ladder and onboarding communications, but sending requires approval. Opt-in and communication policy are honored: a student does not become a target outside the rules.How does it know who has not started the course?
By cross-referencing the purchase with the first access recorded on the platform or in the export. The agent flags who stalled and at which step, so the action targets the specific case rather than the whole list.Is student 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 platforms involved. The starting point is connecting payments and the email tool, then expanding the scope as the number reading is confirmed.
Custom agents
We build and manage the agent for your course business
From the launch calendar to student onboarding: we build the agent that keeps figures sourced and students tracked.