Secure AI Agent · Distribution
AI applied to your distribution operation
A specialist configured to keep pricing coherent across channels, run the credit and collections ladder, track territories and coverage, and compute turn, fill rate, and GMROI from your own data.
Companies that trust UPX
Capabilities
What the Distribution Agent can do
Main areas of work for the Wholesale Distribution AI Agent in your operation.
Price list coherence
Checks prices by channel and region and flags conflicts between tiers.
Credit ladder
Tracks each customer's limit and terms under the configured policy.
Escalating collections
Prepares the collection contact at the stage the ladder defines.
Territories and coverage
Shows coverage by territory and which accounts went unvisited.
Turn metrics
Computes turn, fill rate, and GMROI from the company's own exports.
Rep scorecards
Consolidates results per rep with the source for each figure.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Price list checking
- Cross-references channel, region, and tier and isolates the conflict.
- Ladder tracking
- Checks the open receivable against the credit policy.
- Metric computation
- Calculates turn, fill rate, and GMROI from the exported data.
From the order to the metric, with sales deciding
Connect your ERP, define what the agent can do, and let the tracking happen within your distributor's limits.
- Connect the ERP and the book
- The agent works with your own data.Connect the ERP, the price list, and the customer book so the Secure AI Agent has access only to what it needs to follow the operation.
- Ask for the work
- Talk to the agent in natural language.Request the price list check, the collections ladder position, or the month's metrics through the available channels. The agent understands the context, applies the configured skills, and follows company policy.
- The agent flags. Sales decides.
- No customer is blocked on its own.The agent checks, tracks, and computes within the defined permissions. Setting prices, granting terms, and blocking customers stay with sales and credit.
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Integrations
Connected to the systems your distributor already uses
The Distribution Agent can query your operation and run tasks in the systems your team already uses.
Flow
What goes in, what the agent does, and what comes out
From ERP exports to the month's metrics, following your distributor's rules and permissions.
Inputs
- Price listCSV
- Open receivablesERP
- Credit policyDOC
Processing
Secure AI Agent
Processing the task
- Read
- Check
- Computerunning
- Flag
Output
Completed
Operation tracked
- Price list conflicts flagged
- Collections ladder positioned
- Turn and fill rate computed
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your distributor's rules.
- 1
Query
Reads the price list and receivables and answers with the reference.
- 2
Prepare
Flags conflicts and positions the ladder.
- 3
Request review
Waits for validation from sales and credit.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each company's policy. Changing the price list, granting terms, blocking customers, and reporting defaults 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 Distribution Agent
What distributors usually ask before putting an agent to support the operation.
Does the agent block delinquent customers?
Not by default. It tracks the ladder, flags the overdue receivable, and prepares the contact for the defined stage. Blocking, reporting defaults, and renegotiating stay with credit.Does it set prices?
No. It checks coherence: cross-references channel, region, and tier and flags where the list contradicts itself. Setting the price stays the sales team's decision.Where do turn, fill rate, and GMROI come from?
From your systems' exports. The agent computes with your data and shows the source of each figure — it does not use market averages or third-party benchmarks.How does it track territories and coverage?
It cross-references the customer book with the period's orders and shows coverage by territory: who was visited, who bought, and who was missed. It informs the sales manager's decision.Is operational 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 systems involved. The starting point is usually the price list and open receivables, then expanding to territories and metrics.
Custom agents
We build and manage the agent for your distribution business
From the price list to GMROI: we build the agent that tracks credit, territories, and turn.