Secure AI Agent · Procurement
AI applied to
the purchase you will justify
A specialist configured to run the quote process, compare proposals with explicit criteria, track the order through delivery, and check adjustments against the contracted index.
Companies that trust UPX
Capabilities
What the Procurement Agent
can do
Main areas of work for the Procurement and Supply AI Agent in your operation.
Quote process
Builds the request for proposal and chases late vendors.
Criteria-based comparison
Lays proposals side by side against the defined criteria.
Order tracking
Follows from issue to delivery and flags the delay.
Vendor approval
Verifies documents, certificates, and registry validity.
Adjustment checks
Compares the requested increase against the contracted index.
Price history
Shows what the company paid before for the same item.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Quote matrix
- Organizes proposals against the criteria and flags the gap.
- Approval checks
- Verifies vendor documents and certificates.
- Adjustment calculation
- Applies the contracted index and shows the math.
How it worksFrom an open request
From an open request
to a verified delivery
Connect your sources, define what the agent can do, and run the purchase with the criteria on record.
- Connect the procurement sources
- The agent works with the controls that already exist.Connect the quote spreadsheets, the vendor registry, the contracts, and the proposal inbox so the Secure AI Agent has access only to what it needs.
- Ask for the work
- Talk to the agent in natural language.Ask for a service quote, an order status, or an adjustment check through the available channels. The agent understands the context, applies the configured skills, and follows the procurement policy.
- The agent compares. You decide.
- From comparison to approval, with authority.The agent quotes, compares, and tracks within the defined permissions. Choosing the vendor, approving the order, and negotiating price stay with whoever holds authority, with separation of duties respected.
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Integrations
Connected to the quote and order flow
The Procurement Agent can query your controls and run tasks in the systems your team already uses.
Flow
What goes in,
what the agent does, and what comes out
From a loose proposal to a justifiable purchase, following your company's policy and authority levels.
Inputs
- Received proposalsPDF
- Vendor registryCSV
- Active contractPDF
Processing
Secure AI Agent
Processing the task
- Read
- Normalize
- Comparerunning
- Document
Criteria appliedPolicy verified
Output
Completed
Decision informed
- Comparison against defined criteria
- Approval gaps flagged
- Adjustment checked against the index
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within the procurement policy.
- 1
Query
Reads proposals, registry, and contract and answers with the source.
- 2
Prepare
Runs the quote process and builds the criteria comparison.
- 3
Request review
Waits for approval from the competent authority.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action and respect separation of duties: the requester does not approve. Choosing the vendor, approving the order, negotiating price, and signing contracts 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 Procurement Agent
What procurement teams usually ask before putting an agent into the quote process.
Does the agent choose the vendor?
No. It normalizes the proposals, applies the defined criteria, and shows the gap — including when the cheapest loses on lead time or scope. The choice belongs to whoever holds authority, and the criteria stay on record.Can it approve the order to save time?
No. Separation of duties is always respected: the requester does not approve, and the agent does not bypass authority even under deadline pressure. Urgency becomes escalation, not a silent exception.Does it negotiate price with vendors?
It prepares the improvement request with history and price benchmarks, but negotiating on the company's behalf is an action under approval. What the agent guarantees is that the conversation starts with data, not impressions.How does it check contract adjustments?
It applies the contracted index to the correct period and compares it with the requested increase, showing the math. When the request exceeds the contract, it flags the gap and the clause.Does it verify that the vendor is compliant?
It checks the documents and certificates you keep in the registry and flags what is expired or missing. The approval decision stays with the responsible area.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, which criteria were applied, when, in which system, and under which permission. The history stays available for review and auditing.
Secure AI Agent
Bring a Secure AI Agent to your procurement team
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.