Secure AI Agent · Sales
AI applied to
a pipeline you can decide on
A specialist configured to keep the pipeline current, ensure a dated next step on every opportunity, prepare proposals, and deliver a forecast without wishful thinking.
Companies that trust UPX
Capabilities
What the Sales Agent
can do
Main areas of work for the Sales AI Agent across your team.
Pipeline hygiene
Flags stalled deals, missing next steps, and past-due dates.
Conversation logging
Turns the meeting into CRM history, with what was agreed.
Proposal preparation
Builds the proposal in your template with the account's data.
Dated follow-ups
Ensures every opportunity carries a scheduled next step.
Revenue forecasting
Projects closings from what the CRM actually records.
Account research
Gathers the prospect's public context ahead of the meeting.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Pipeline audit
- Sweeps the opportunities and lists those with no next step.
- CRM logging
- Writes the conversation history and updates the stage.
- Proposal assembly
- Fills the template with account data for review.
How it worksFrom a new lead
From a new lead
to a forecast that holds
Connect your sources, define what the agent can do, and let the pipeline stay current within your team's rules.
- Connect the CRM and channels
- The agent works with what the team already records.Connect the CRM, the inbox, and the team channel so the Secure AI Agent has access only to what it needs to keep the pipeline current.
- Ask for the work
- Talk to the agent in natural language.Ask for the pipeline audit, the meeting log, or an account's proposal through the available channels. The agent understands the context, applies the configured skills, and follows the team's sales process.
- The agent prepares. The rep closes.
- From preparation to closing, with control.The agent logs, chases, and assembles material within the defined permissions. Negotiating, granting discounts, and signing stay with the rep and whoever holds the authority.
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Integrations
Connected to the CRM and the team's channels
The Sales AI Agent can query your pipeline and run tasks in the systems your team already uses.
Pipedrive 
Flow
What goes in,
what the agent does, and what comes out
From an outdated CRM to a forecast you can trust, following your team's process and permissions.
Inputs
- Opportunity baseCRM
- Account historyLOG
- Proposal templateDOCX
Processing
Secure AI Agent
Processing the task
- Read
- Check
- Prioritizerunning
- Prepare
Skill appliedSales rule verified
Output
Completed
Pipeline prepared
- Opportunities with no next step listed
- History logged in the CRM
- Proposal ready for review
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your team's sales process.
- 1
Query
Reads the pipeline and history and answers with the reference.
- 2
Prepare
Logs the conversation and assembles the proposal for review.
- 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. Granting discounts, approving commercial terms, and signing contracts always stay with whoever holds the 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 Sales Agent
What sales teams usually ask before putting an agent into the pipeline.
Will the forecast reflect the rep's expectation?
No. The forecast comes from what the CRM records: stage, amount, date, and interaction history. When the data does not support the promised date, the agent shows the discrepancy instead of repeating the optimism.Does it talk to the client?
Only if you release that action. By default it prepares the email and the proposal and leaves them ready for review. Contacting the client is a sensitive action and stays under approval until the team decides otherwise.Does it grant discounts to close deals?
No. The agent builds the proposal at standard terms and flags when the client's request falls outside policy. Granting discounts and approving commercial terms require human authority.How does it handle prospecting and privacy rules?
The agent works with the bases and consents the company already has, within the defined commercial policy. It does not blast purchased lists or bypass recorded contact preferences.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 the state of the CRM. Connecting the pipeline and starting with the next-step audit is quick; proposals and forecasting follow once the records are reliable.
Secure AI Agent
Bring a Secure AI Agent to your sales team
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.