Secure AI Agent · Solar
AI applied to your projects and interconnection
A specialist configured to keep the proposal log with assumptions in view, track interconnection through meter swap, organize the install board against real crew capacity, and run O&M with underperformance alerts.
Companies that trust UPX
Capabilities
What the Solar Agent can do
Main areas of work for the Solar Installer AI Agent in your operation.
Proposal log
Records each simulation with the assumptions used and what was presented to the customer.
Interconnection pipeline
Tracks the utility process through meter swap and flags where it stalled.
Install board
Organizes the week's installs against each crew's real capacity.
Training validity
Tracks the crew's safety training and flags what expired.
O&M routine
Compares recorded generation against expected and alerts on underperformance.
Open-item chasing
Chases documents and utility requirements until the process moves.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Assumption logging
- Stores irradiance, losses, and tariff for each simulation presented.
- Process tracking
- Tracks the utility process and flags the pending requirement.
- Generation reading
- Compares generated against expected and isolates the drop per system.
From proposal to generation, with assumptions always declared
Connect the pipeline and the install board, define what the agent can do, and let the tracking happen within your operation's limits.
- Connect proposals and installs
- The agent works where the project is already recorded.Connect the proposal spreadsheet, the interconnection tracker, the CRM, and WhatsApp so the Secure AI Agent has access only to what it needs to track deadlines and open items.
- Ask for the work
- Talk to the agent in natural language.Request what is stalled at the utility, what crews install this week, or which systems are generating below expectation. The agent understands the context, applies the configured skills, and follows the operation's rules.
- The agent tracks. The engineer signs.
- The electrical design is a technical act.The agent records, chases, and compares within the defined permissions. Signing the design, releasing a crew to the site, and sending the proposal to the customer still require human decision.
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Integrations
Connected to the systems where your projects already live
The Solar Agent can query proposals 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 pipeline to a prioritized blocker list, following your operation's rules and permissions.
Inputs
- Proposals and simulationsCSV
- Utility processesAPI
- Generation dataDOC
Processing
Secure AI Agent
Processing the task
- Read
- Check requirements
- Compare generationrunning
- Prioritize
Output
Completed
Open items prepared
- Processes stalled at the utility
- Week's installs per crew
- Systems below expectation
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 proposals and processes and answers with the reference.
- 2
Prepare
Organizes the install board and the blocker list.
- 3
Request review
Waits for validation from the responsible engineer.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each operation's policy. Signing the electrical design, sending the proposal to the customer, filing with the utility, and releasing a crew to the site 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 Solar Agent
What installers usually ask before putting an agent to support the operation.
Does the agent guarantee the savings the proposal shows?
No. The simulation is an estimate, and the agent records the assumptions used — irradiance, losses, and tariff. When the actual tariff or irradiance diverges, the difference shows in the comparison; guaranteed return is not a claim this page makes.Does it sign the electrical design?
No. The agent tracks the utility process, chases pending requirements, and organizes the file. Signing the design and the professional responsibility filing are acts of a licensed engineer.How does it track interconnection?
Stage by stage, through the meter swap, flagging which requirement the process stopped at and for how many days. That is what turns "it is with the utility" into an open item with an owner and a date.Does it handle crew safety on site?
It tracks each professional's safety training validity and flags what expired before scheduling. Releasing a crew for work at height or on electrical systems is the call of whoever owns safety.How does the underperformance alert work?
The agent compares recorded generation against what is expected for that system and flags the drop. The cause — soiling, shading, inverter fault — is investigated in the field; the agent points at where to look.Is customer 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 project volume. The starting point is connecting the proposal spreadsheet and the interconnection tracker, then expanding the scope as process tracking is confirmed.
Custom agents
We build and manage the agent for your solar business
From proposal to O&M: we build the agent that unblocks interconnection and keeps installs organized.