// UPX AI Agent · Customer service

AI agent,
built to resolve,
not route

Reads the history, checks the order, executes the action in the system and returns the case resolved, inside the tools you already use. The autonomy is yours to grant, and to limit.Join the waitlist

UPX AI agent connected to the operation's applications

Support and leadership have different priorities.

Support team

Less time opening systems, more time on the case that needs a person

  • History, order, subscription and policy gathered into the ticket before the agent opens the case.
  • The agent proposes the reply and the action in an approval queue. Nothing is sent to the customer without review.
  • An escalated case arrives assembled: what the customer asked, what was checked and what is left to decide.

CX and leadership

Volume resolved without losing control of what was granted

  • A cap per action defined by you: refund amount, type of exception and allowed accounts.
  • SLA and queue prioritized by deadline, value and regulatory risk, not by arrival order.
  • A record of which policy the agent applied, what it granted and who approved.

Six processes that eat up your support
team's time.

Repetitive ticket

Today

The agent opens three systems to answer where the order is.

With the UPX AI Agent

The agent checks the order, replies with current data and closes the case.

Triage and queue

Today

The queue moves by arrival order and the SLA blows up with no warning.

With the UPX AI Agent

The agent classifies on intake and sorts by deadline, value and risk.

Post-contact logging

Today

The analyst closes the ticket and types the summary into the CRM later.

With the UPX AI Agent

The agent classifies, summarizes the case and updates the CRM right away.

Escalation without context

Today

Tier 2 gets the raw conversation and rebuilds the case from scratch.

With the UPX AI Agent

The agent delivers the case assembled, with what has already been checked.

Duplicate documents and receipts

Today

Invoices, receipts and proofs go through an agent to be issued.

With the UPX AI Agent

The agent issues the document right away, without going through a human.

Problem found by the customer

Today

A delay or a declined charge becomes a ticket before the team knows.

With the UPX AI Agent

The agent detects the stuck order and flags it before the customer complains.

Control and autonomy

You define how far the agent goes on its own.

You choose the level per task type. Increase autonomy when you trust the results, and dial it back at any time without stopping what is already running.

  • Triager

    It reads and organizes

    The agent reads the ticket, the history and the connected systems, classifies the reason, calculates the SLA risk and sorts the queue. It does not reply to the customer, change records or execute any action.

  • Writer

    It assembles the case and the reply

    The agent writes the reply with the applicable policy, attaches what it checked in the system and proposes the action. Everything sits in an approval queue. Sending stays with the team.

  • Agent with approval

    It executes within the cap

    You define the cap per action: refund amount, type of exception, allowed channels and accounts. Within the limit the agent replies, executes in the system and closes the case. Above it, it goes back to approval.

  • Autonomous agent

    It resolves and logs

    For low-risk case classes defined by you, order status, duplicate documents, rescheduling, refunds below the limit, address updates, the agent resolves without intervention, with a before-and-after record.

Join the waitlist
Ilustração do console do agente

Your agent works with the tools your team already uses.

The agent works connected to your ecosystem. It can consult information, cross-reference data and execute tasks in systems that are already part of your operation.

Customer service

The case starts in support, it does not end there.

The agent can consult history, classify the request and record what was done in the system that centralizes the customer relationship.

ZendeskZendesk
FreshdeskFreshdesk
IntercomIntercom
Salesforce Service CloudSalesforce Service Cloud
MovideskMovidesk

+ integrations via API and MCP

Support talks to strangers and acts on the system. Both limits are configured up front.

Cap per action

Refund amount, type of exception, allowed channels and accounts defined before any autonomy.

No payment access

The agent does not change payment methods, bank details, credit limits or billing.

A customer instruction is not a command

An incoming message is content to be handled, never an order to be executed. What the agent can do comes from the configuration, not the conversation.

One customer's data never reaches another

Lookups restricted to the authenticated requester's record. The customer base stays within scope and never becomes training material.

Auditable trail

Every lookup, reply and action logged with previous state, new state, policy applied, timestamp and approver.

Escalation guaranteed

A legal, health or vulnerability risk signal leaves the automation and goes to a human, at any level of autonomy.

Interface

It works where your team already talks.

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.

Telegram

Questions and approvals from your phone, with answers in natural language. Useful for people who decide away from their desk.

Slack and Teams

The agent replies in the team's thread, flags what needs attention and takes approvals in one click.

Discord

For teams that already operate there. Commands, alerts and approvals inside the squad's channel.

Web console

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.

Join the waitlist and be notified at launch.

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Common questions

Shields representing UPX security layers

Why UPX?

20 years of cybersecurity behind every agent.

An agent with access to your systems is a privileged user. Controlling that kind of access, with minimal scope and a trail for every action, is what UPX has done for two decades.
The agent inherits that discipline.

Companies that trust UPX

BradescoNubankBTG PactualTotvsAscenty