Language and document AI platform

How to use
Upstage.

Building language and document automation with Solar models, structured generation, document digitization, information extraction, classification, semantic retrieval, and agent APIs.

What it isAI API platform for Solar language models, reasoning, document parsing and OCR, structured extraction, classification, embeddings, and agent workflows Workflows2 UpdatedJuly 2026

Upstage is a AI API platform for Solar language models, reasoning, document parsing and OCR, structured extraction, classification, embeddings, and agent workflows. Building language and document automation with Solar models, structured generation, document digitization, information extraction, classification, semantic retrieval, and agent APIs. This guide covers the whole path in one place: official access, a first session that produces something reviewable, the checks that make output trustworthy, and the permissions worth limiting before you connect real work.

Troiana principle

AI should make the work easier to inspect. If the workflow removes the source, the owner, or the review step, redesign the workflow.

01

Access & setup

Find, install, and sign in to Upstage

Get into the official Upstage experience with the right account and a setup you understand.

  1. 01

    Start at https://console.upstage.ai/ and confirm the domain before entering account or payment information.

  2. 02

    Availability: Upstage is managed through its browser console and accessed from server applications through REST APIs, OpenAI-compatible clients, and supported LangChain, LlamaIndex, Python, JavaScript, marketplace, and private deployment integrations.

  3. 03

    An Upstage account and server-side API key, billing and rate capacity, approved data handling and deployment, representative model or document evaluations, secure file processing, monitoring, and a rollback and deletion owner.

  4. 04

    Sign in with the account you intend to keep using, then review plan, data, notification, and permission settings.

  5. 05

    Run one low-risk test task before connecting sensitive files, repositories, or workspace data.

  • Use official download pages.
  • Review permissions during setup.
  • Keep installers and applications updated.
02

First session

Your first useful Upstage session

Learn the interaction loop using a small task with a clear outcome.

  1. 01

    Define one bounded task, users, input data and file classes, expected schema, quality and safety metrics, latency, throughput, retention, cost, review, and rollback requirements.

  2. 02

    Create a dedicated API key, keep it server-side, select the current endpoint and exact model, and record limits, deployment, storage behavior, pricing, and expected error handling.

  3. 03

    Build a frozen evaluation set and run a minimal request with explicit instructions, bounded inputs and outputs, deterministic parsing, timeouts, retries, and redacted request telemetry.

  4. 04

    Inspect output against source evidence, test malformed and adversarial cases, measure latency and cost, then canary with quotas, human review for consequential use, deletion checks, and a tested fallback.

  • State the outcome before the background.
  • Provide the real source material.
  • Review the result before expanding the task.
03

Quality control

Check the quality of Upstage output

Establish that an autonomous run did the right thing, not merely that it finished.

  1. 01

    Define what the run should achieve and what it must never touch before granting it a single tool.

  2. 02

    Read the full execution trace: which tools were called, with what arguments, and in what order.

  3. 03

    Verify the side effects directly in the target system rather than trusting the agent's own report of success.

  4. 04

    Confirm failures surfaced as failures — a silent retry loop or a swallowed error is more dangerous than a crash.

  5. 05

    Re-run the same task and compare: an agent that behaves differently across identical runs is not yet production-ready.

  • Verify side effects in the system of record, not in the agent's summary.
  • Require human approval for any irreversible or outward-facing action.
  • Log every tool call so a run can be reconstructed afterwards.
04

Privacy & permissions

Use Upstage safely

Bound what an autonomous system can reach before you let it run unattended.

  1. 01

    Enumerate every tool, credential, and system the agent can reach, and remove the ones it does not need.

  2. 02

    Require explicit human approval for irreversible actions: sending, publishing, paying, deleting, or deploying.

  3. 03

    Run against non-production data until behaviour is predictable across repeated runs.

  4. 04

    Set hard limits on spend, iterations, and runtime so a failure loop cannot run unbounded.

  5. 05

    Treat anything the agent reads from the web or a document as data, never as instructions it may follow.

  • Language, parsing, OCR, extraction, classification, and embedding endpoints have different inputs, limits, storage, and failure modes. Upstage's educational guidance says API data is not used for model training or service R&D, while asynchronous inputs may be stored until inference completes for up to three days and outputs for up to 30 days; console inputs may be handled differently. Confirm the current terms for the chosen service, keep keys server-side, minimize files, validate every extracted value, defend downstream systems from document injection, and delete temporary and derived data on schedule.
  • Follow your organisation's approved-use policy.
  • Never treat fluent output as authorization to act.
05

Core workflows

Step-by-step ways to use Upstage for the work it does best.

Each workflow is a separate guide with its own steps and review checkpoints.

06

Official references

Check the current product documentation.

Features, plan limits, availability, and data controls change. These official pages are the starting points used for this guide.

Explore the Troiana AI Hub →