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Upsolve AI

Connect business apps to a data model for analytics and reporting

Upsolve AI is a data and analytics platform that lets you connect sources like Zoom, Zoho CRM, and Zendesk. It appears aimed at teams that want to bring operational data into one place for querying and embedded BI.

API
Chrome Extension
Integrations
B2B
For Developers
For Teams
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About

What It Is

Upsolve AI is a data and analytics platform centered on connecting external business systems into its data model. The documentation shows integrations for apps like Zoom, Zoho CRM, and Zendesk, along with references to SQL, an API, analytics layers, and embedded BI.

It appears aimed at teams building internal analytics, reporting, or customer-facing dashboards rather than end users looking for a simple chatbot. Setup starts by adding a new data source in Upsolve and authorizing access through the source app’s OAuth or sign-in flow; for Zoom, the docs also require creating a Zoom app and configuring client credentials and redirect URLs.

What to Know

The platform seems strongest as a data integration and analytics layer, not as a general-purpose autonomous agent. Based on the documentation provided, it helps you connect systems and access their data inside Upsolve, but the crawled content does not show it taking broad autonomous actions across tools beyond authentication and data connection workflows.

A few important details are still unclear from the available pages: pricing is not publicly listed here, and the documentation does not mention which AI models, if any, power the product. Privacy, governance, and deployment options are also not described in the crawled content, so it is best to verify those directly before adopting it for sensitive data or enterprise use.

Key Features
Connects Zoom as a data source
Connects Zoho CRM as a data source
Connects Zendesk as a data source
Supports OAuth-based authorization flows
Requires Zoom client ID and client secret for advanced authentication
Use Cases
Centralizing data from SaaS tools like Zoom and CRM/support systems for analysis
Building internal dashboards from connected business apps
Querying operational data through a data model and SQL layer
Agenticness: Reactive Tool

Responds to prompts but takes no autonomous action.

High evidence
Last evaluated: Mar 28, 2026

Dimension Breakdown

Action Capability
Autonomy
Adaptation
State & Memory
Safety

Categories

Pricing
  • Pricing not publicly available: No pricing details were found in the crawled documentation.
Details
AddedJanuary 16, 2026
RefreshedMarch 28, 2026
Quick Facts
DeploymentCloud-hosted
AutonomyCopilot (human-in-loop)
Model supportSingle model
Open sourceNo
Team supportSmall team
Pricing modelSubscription
Interfacegui, api
Sources
Last updated April 3, 2026
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