Upsolve AI

Upsolve AI is a web-based data platform that lets you connect third-party tools such as Zoom, Zoho CRM, and Zendesk into a unified environment. From the documentation, it focuses on treating these services as data sources that can be modeled and then used across the Upsolve platform.

The product appears to be aimed at teams that need to bring together operational data from multiple SaaS tools for analysis or AI-driven workflows. You configure connections from a "data model" page, add new data sources via a guided UI, and authorize access through each provider’s standard OAuth flow. The docs navigation also references modules for Embedded BI, an AI Agent Builder, and a public API, indicating that once data is connected it can be used for dashboards, embedded analytics, or custom agents.

Based on the available documentation, Upsolve AI is strong on structured integrations: it provides step-by-step guides for securely connecting Zoom and Zoho CRM (and, by implication, Zendesk) using OAuth, scopes, and tenant-level configuration. Once connected, the platform lets you "access and manage" that data inside Upsolve, though these docs don’t spell out exactly what analysis, visualization, or agent behaviors are available on top of it.

The navigation mentions an AI Agent Builder, Embedded BI, and an API Reference, but their detailed capabilities, supported AI models, and the degree of agent autonomy are not described in the excerpts provided. It’s not clear whether agents can take actions back in the source systems or are limited to querying and analyzing data. Privacy, data residency, and security guarantees are also not covered in these pages. Pricing information is not publicly visible in this documentation, so you should expect to contact the vendor or visit the main site for up-to-date plans. If you need a clearly documented, end-to-end autonomous agent platform with strong guarantees around models and governance, you may find these docs too high-level and will likely need deeper technical materials or a demo first.