UPX AI Agent · Sales
Qualifies the lead, drafts the follow-up, builds the proposal and keeps the pipeline current inside the CRM you already use. The autonomy is yours to grant, and to limit.
+1,400 integrations available
Connect your company systems and define what the agent can consult, decide and execute. See examples of processes that can be automated.
Today
The lead comes in and waits in the queue until someone researches the company and checks the fit.
With the UPX AI Agent
The agent enriches authorized context, classifies by your defined criteria and suggests the next approach.
Today
The rep remembers every follow-up by hand and the opportunity cools off along the way.
With the UPX AI Agent
The agent tracks the due date, drafts the follow-up with conversation context and keeps sending under approval.
Today
CRM data, scope and documents are gathered by hand before every proposal is built.
With the UPX AI Agent
The agent pulls the approved information, builds the first version and flags the fields that need validation.
Today
The forecast depends on incomplete updates and a manual read of open opportunities.
With the UPX AI Agent
The agent identifies movement, risk and stalled opportunities and prepares the forecast with the source of every signal.
Integrations
The agent reads data and runs tasks in the systems already in place, within the scope your company defines.
Discount range, type of terms and allowed accounts defined before any autonomy.
Contracts, the final proposal and commercial terms stay with the account owner.
Lookups restricted to the account being worked. The customer base stays within scope and never becomes training material.
Every touch, proposal and stage change logged with previous state, new state, timestamp and approver.
Access per pipeline and per book of business, at the lowest level the task requires.
Timelines, prices and terms quoted come from the approved source. The agent flags when it found no basis, instead of filling the gap.
No new portal to learn. You ask, follow along and approve in the app that is already open. Scope, limits and audit trail are the same in every interface.
Questions and approvals from your phone, with answers in natural language. Useful for people who decide away from their desk.
The agent replies in the team's thread, flags what needs attention and takes approvals in one click.
For teams that already operate there. Commands, alerts and approvals inside the squad's channel.
Where you configure the rules, set the autonomy level per task, review the audit trail and browse the full history.
Switching interfaces does not switch the rules. Same scope, same limits, same log in all of them.
UPX treats every access to real systems as a privileged credential. You change the autonomy; isolation, traceability, safeguards, and scope remain in force across all four levels.
Choose the plan that matches the pace of your operation.
One shared AI employee for your entire team.
Click to see all available plans.
Everything on the platform, plus:
*The 7-day free trial is available exclusively on the US$ 100 plan. All other plans start with immediate subscription.
Frequently asked questions
What sales teams usually ask before putting an agent to work.
Companies that trust UPX
Start free for 7 days* and see how an agent can operate within your company’s rules.
Start free for 7 days**Credit card required for activation. Free trial available exclusively on the US$100 plan.
