The outcome

Use the platform productively without giving it unnecessary access or authority.

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 narrows that broad capability into one repeatable outcome, with checkpoints that keep the source material and your judgment in the loop.

Before you begin

Set the boundary before the tool starts.

Choose one real task, identify who will use the result, and decide what evidence or test will make the result acceptable. Gather only the source material needed for that task. If the work contains confidential, personal, regulated, or client-owned information, confirm that the platform and account are approved before sharing it.

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.

Step by step

A workflow you can repeat.

  1. 01

    Classify the task and its data before uploading or connecting anything.

  2. 02

    Review the current product, account, organization, retention, and training settings that apply to you.

  3. 03

    Grant the narrowest file, repository, workspace, microphone, screen, or integration permissions needed.

  4. 04

    Remove secrets and personal or regulated information unless your approved policy explicitly permits it.

  5. 05

    Review the output and revoke permissions or disconnect sources that are no longer needed.

Working standard

What good use looks like.

  • 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 organization’s approved-use policy.
  • Never treat fluent output as authorization to act.

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.

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 collection.