Web-basedWe use it ourselves

digital scaleUp solutionsCRM, time tracking & ticketing for SMEs

So nothing slips through the cracks

Customer records, tickets, appointments and time tracking in one place, plus automations and an AI that shows where each customer stands in your sales process. Depending on your plan, AI employees take on routine work, and you approve anything sensitive. We run scaleUp for you, GDPR-compliant and hosted in Germany.

Startups & foundersSMEs & mid-sized companiesTrades & craftsRestaurants & hotelsPractices & therapistsCare facilities
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Live pipeline

B2B consultation

AI: 91% confident
Lead

62% confidence

Qualified

78% confidence

Proposal

86% confidence

Follow-up

91% confidence

Tickets

from the inbox

Bookings

from the calendar

AI + rules

sort them

Your AI team

New · AI employees

Your AI team pitches in. You keep the final say.

In a busy week things slip: a ticket runs past its deadline, nobody follows up after an appointment. Usually the day is simply too full.

For work like this you hire AI employees in scaleUp, often called AI agents, each with a clear role. They check tickets against deadlines, keep reminders up to date, follow up after appointments and prepare decisions. They only use the tools and areas you allow. New AI employees start in dry run, a kind of trial mode: they read real data but change nothing. Sending, deleting, cancelling and other sensitive actions are always approved by a person.

  • Works right inside scaleUp

    Starts on a schedule, when something happens, at the push of a button, as a workflow step or when someone @-mentions it in team chat. To get going, you pick from 35 role templates.

  • Only does what you allow

    Each AI has the rights of a normal user, never admin rights. One or two people give approvals in the app, and in team chat also by reacting.

  • Learns from your work

    The AI learns when your team corrects drafts or changes classifications, and from its own runs. Feedback only counts once a responsible person confirms it. Only your team sets binding rules.

AI employees and the AI organisation are included or available as an add-on, depending on the plan. Team chat is a separate add-on. The experience memory is switched off after setup. Once you switch it on, it learns from the usual sources, and you can switch off each of them individually. Calls and call analyses stay off until you switch them on.

How it works

How an AI employee handles a task

A trigger, such as a missed deadline, starts the AI employee. It reads what it needs for the task and proposes a change. Then it asks for approval and waits. You decide in the app or by reacting in team chat.

How it runs: Escalation watcher

  1. 1.Trigger: A ticket misses its deadline. The escalation watcher starts.
  2. 2.Read: Ticket and open tasks. Read steps always run, even in dry run.
  3. 3.Proposal: Assign the ticket to the team lead. That is a change, so the AI asks for approval and waits.
  4. 4.Approval: A direct message in team chat with a summary. ✅ approves immediately, ❌ rejects after a confirmation in the thread.
  5. 5.Executed: Approval recorded, the action is being executed now.
  6. 6.Result: The run ends with a log. Below the result you rate it with a thumbs up or down, and the summary counts it.
Example run (simulated)

  • Triggers of your choice

    For example a missed deadline, a cancelled appointment or a fixed schedule such as weekdays at 9 am.

  • Reads right away, changes by your rules

    The AI may read right away. Changes follow your approval rules, and sensitive actions always need approval. Anything that cannot be classified safely counts as a change.

  • Asks when something is missing

    If information is missing, the AI asks exactly one person from a list you maintain. The answer starts a new run, and every action from it needs approval.

  • Every step logged

    Later you can see exactly what the AI read, proposed and carried out, and you rate the result with a thumbs up or down.

Example run, simulated. Approval by reaction covers single-step write actions with a summary. Sensitive actions and approvals by two people are decided in the app. Approvals and questions in chat require the team chat add-on with a connected chat server and are off by default. Questions are available for runs started by schedule, button, test or team chat, not for events or workflows. The chat only shows the question text if you switch that on. By default no messages arrive between 7 pm and 7 am or at weekends.

AI organisation

See at a glance which AI is working and which is waiting for you

Place every AI like a new colleague: with department, lead, reporting line, goals and, if needed, a daily limit for automatic runs. The org chart shows live who is working, waiting for approval or paused.

You can also view the same organisation as a 3D office: every department has its own island, and every AI sits at a desk as a figure showing its state. One click opens the profile card with position, goals and today's runs.

  • Four fixed departments

    Management, support, sales and accounting.

  • Leads get no extra rights

    Every AI, including a lead, can only do what its own permissions allow.

  • Goals with a metric

    Such as the share of tickets within their deadline, time to first response or overdue reminders. Every morning you see whether a goal is on track, at risk or achieved.

  • Probation with a summary

    You can set a probation period for new AIs. Afterwards a summary shows how the AI performed.

  • Hand-offs only to approved AIs

    You decide which AI may hand work to which other AI. A chain stops after three levels at most.

  • Let it propose a structure

    The AI drafts an organisation. Only what you select in the review report is created.

Illustration

Management· 1 AI

Support· 3 AIs

Sales· 3 AIs

Accounting· 1 AI

ReadyWorkingWaiting for approvalErrorPausedreports tomay hand off to

Example team from the role templates, simulated; goals and runs are example values. Portraits and figures are illustrations, not likenesses of real people, and are labelled as AI. In the product the 3D office needs a browser with WebGL 2 and otherwise shows the org chart automatically; with reduced motion it stays still.

Experience memory

The AI learns how your business works. Only what your team confirms becomes binding.

If your team corrects the same thing several times, such as "ask for photos first on complaints", the AI suggests a rule from it. The experience memory builds up this knowledge in five stages, from bottom to top. Once something is confirmed, the AI never changes it on its own.

  1. 1.Signals

    What happens day to day: a corrected draft, a changed classification, an explained step change, a confirmed thumbs up.

  2. 2.Findings

    Each signal becomes a short finding, checked first for personal data, health information and customer names.

  3. 3.Supported statements

    The more often a finding is confirmed, the more weight it carries. A contradicting one can replace or lock the statement.

  4. 4.Context pages

    These produce pages such as "How this company works" and a way of working for each AI employee. scaleUp drops any section that reads like an instruction to an AI.

  5. 5.Team rules

    Well-supported statements appear as rule suggestions. A rule only becomes binding when a person adopts it.

Illustration

  • Recall

    For every task the AI receives relevant knowledge, team rules first. If nothing turns up quickly enough, it carries on without it.

  • Counts only once confirmed

    Feedback from colleagues without supervisory rights stays a locked suggestion. Only when a responsible person confirms it does it enter the memory.

  • You see whether it helps

    For reply drafts, ticket classification and AI employees, some requests deliberately run without learned knowledge, only with your team rules. Comparing against this group shows you whether what was learned improves the results.

  • Where it works

    Once you switch the memory on, reply drafts, ticket classification, pipeline suggestions and the AI assistant use it as well as the AI employees. It is off after setup.

The graphic symbolises the processing stages; it is not a neural network. scaleUp does not train its own model; the memory is a reviewed knowledge store that your AI features use. What may be stored and how you delete it is covered under data protection.

Trust

Approvals and limits

Nothing sensitive happens without your approval

That covers sending, deleting, cancelling, calls, bulk actions and changes in connected software. For everything else, you set the rules.

  • Permissions like a user, never admin

    Every AI has its own account without admin rights and only the tools you give it. It can never do more than the person who sets it up.

  • Dry run first

    You first see planned changes as proposals and rate them. An AI only works for real once you switch it over.

  • Every action classified

    Every action is classed as read, write or sensitive; anything unclear counts as write. For sensitive actions, approval cannot be switched off.

  • Approvals by your rules

    You define who may approve per AI, per tool or for all sensitive actions, with one or two people. If several rules apply, the strictest wins.

  • Budget and daily limit

    You set how much the AI may cost per month, and per AI employee if needed. There, a warning appears once spending passes a threshold, 80 % by default. Once the budget is reached, further runs pause. A daily limit can also cap the automatic runs.

  • Hand-offs with limits

    Work only goes to AIs you have approved for it, and at most three levels down. Dry run and approval apply to hand-offs as well.

  • Log and summary

    You can always see what each AI has done and what it costs. Every run logs its steps, and the summary shows the last 30 days per AI: runs, success and error rate, duration, approvals, rejections, ratings and cost this month.

  • Pause any time

    Every AI can be paused. The memory has its own main switch.

Example: one person for the support agent, two people for the “Ticket reply to customer” tool, one for all sensitive actions. The strictest rule applies: two people. Summary and budget show example values.

A person approves anything your AI employees write to customers

AI employees do not contact customers on their own. Tickets an AI creates stay internal, and an AI run never triggers surveys or emails from ticket rules. A reply to a customer only goes out once one or two people approve it in the app. If the AI is missing information, it asks your team, provided you have set up questions in team chat. With the memory switched on, you set tone, terms and things to avoid as team rules.

Automations you build yourself, such as workflows with an AI step or external assistants via the MCP interface, follow the rules you set there.

Direct AI contact with customers only exists in the add-on AI phone assistant. When switching it on, you explicitly confirm that it introduces itself as AI at the start of each call, and scaleUp checks the call script for that.

Data protection

Data protection with cautious defaults

After setup, much of the AI is switched off, such as the memory and learning from calls. When in doubt, a function stays off. What the AI may learn and which provider it uses is up to you.

  • AI can be switched off, provider of your choice

    AI can be switched off for your entire scaleUp. You choose the provider, including your own model as long as scaleUp can reach it. If you use the AI we provide, requests go to an external provider.

  • Checked before storing

    Before the memory takes anything in, scaleUp checks for health information and personal data. It rejects identifiers such as health insurance numbers, dates of birth or IBANs. This is best-effort redaction, not anonymisation.

  • Caution mode for health data

    scaleUp treats your data like health data until you explicitly rule that out. While this mode applies, the AI only learns from customer texts once you have confirmed the data protection impact assessment, the risk review under GDPR. Customer-profile memory is off by default.

  • Learning exclusion

    Accounting and management are excluded from learning by default. You can exclude further departments or groups yourself.

  • Every entry with its evidence

    Every memory entry shows its evidence. You confirm, correct, lock or delete it.

  • Erasure, access, objection

    Erasure, export and retention apply to the memory as well. scaleUp deletes and rebuilds anything derived from it; it is not merely hidden. You record an objection under Art. 21 GDPR right in the customer record.

  • Everyone sees what was learned about them

    Everyone sees in their profile what was learned about them and can delete single items or have everything forgotten. The AI only sees what its permissions allow. Personal memories are only shown to that person.

  • AI recognisable in the team

    AI employees appear in team chat with their own name, portrait and AI label.

No legal advice: whether your use of AI complies with data protection law depends on your setup and processes.

We answer your data protection questions in a call.

We show you every setting right in scaleUp. You can start testing now, free for 30 days.

Book a callTest scaleUp for 30 days

Your platform

Workspace

One workspace for your team and your AI

AI employees work in the same data as your team: tickets, customer record, pipeline, calendar and time tracking. On the desktop you open everything as windows side by side, and the AI assistant is there on every page.

  • Tickets

    Every request with its history, notes and tasks on one page, and you write the reply right next to it. You set rules, deadlines, groups and signatures per mailbox. The AI drafts replies and suggests solutions from similar tickets that were already solved; your team reviews and sends them.

  • CRM and pipeline

    Everything about a customer in one record, plus pipelines that follow your own steps. More on the CRM

  • Calendar and booking

    Online booking for your customers, appointments in your calendar via CalDAV, reminder tasks with notifications.

  • Time, leave, sick notes

    Timesheets, holiday and, as an add-on, sick notes in one place. The AI suggests time entries from the previous month.

  • Windows and workspaces

    Customer record, ticket and calendar as windows side by side, snapped into halves or a grid. Save workspaces and reopen them on the next computer. With several monitors, scaleUp places the windows automatically if your browser supports window management. From 1024 pixels screen width.

  • AI assistant in the browser

    It answers questions using your data and, if you want, operates the current page: navigate, fill in, filter. You confirm deleting, saving or sending beforehand.

Pipeline assistant

Describe. Generate. Sell.

Describe in the chat how your sales process works. The assistant asks about your industry, follow-up rules and how confident the AI must be before it sorts customers, and builds a pipeline from your answers.

Set up in a chat
Live pipeline preview
Adjust steps by drag and drop
AI and fixed rules together

Example run, simulated.

How your sales team keeps track

For every customer you see which step they are in and why. New bookings and tickets feed into the classification.

  • Pipeline editor

    Move steps by drag and drop; each step has its own colour and reminders. The pipeline assistant above drafts new flows.

  • Customers sorted automatically

    Rules and AI place customers in pipeline steps, with a reason and how confident the AI is. Whatever you change by hand stays protected for 24 hours.

  • Re-sorted when something happens

    New bookings, tickets or replies trigger a fresh assessment, with configurable thresholds.

  • Everything about a customer on one card

    Appointment history, tickets, orders, email opens, logs and activities at a glance.

  • Reminders per step

    Each step sets its own reminders, and your sales team gets task lists.

  • Bulk actions and customer roulette

    Filter customer lists by step, score or tags, run bulk actions and pick customers at random for cold calls.

Every step change stays traceable

Example data

Every change is in the history. AI suggestions come with a reason and how confident the AI is, your own changes optionally with a short reason. You change the step yourself, ask for an AI suggestion or reset.

  1. 29.04. · 12:25TeamConfidence 72 %

    New lead received

    AI detects the incoming enquiry but does not suggest proposal status yet. Next step: book the first call.

  2. 29.04. · 12:18AutomationConfidence 88 %

    Booking link prepared

    Reminder set for three days. Email draft and booking link are ready for sales.

  3. 29.04. · 12:04AI rulesConfidence 91 %

    Data sources checked

    Tickets, orders and last campaign reaction merged. Manual edits remain protected.

Campaigns

Example data

You pick the audience by filter, write templates with placeholders and schedule sending with a send window and follow-ups. Test mode lets you check the campaign before the real send.

Integrations

Automate routine work, keep your existing software

You automate recurring work yourself with workflows. Accounting, calendar and other software stay linked through existing integrations, and external AI assistants connect through the MCP interface, an open standard.

  • Workflows

    A workflow reacts to triggers, checks conditions, waits until a date, generates PDFs and sends or receives webhooks. As a step you can also assign an AI employee and wait for its result. You put flows together with the mouse or have them drafted from a description. Runs count towards your quota, dry runs do not.

  • MCP interface

    External AI assistants work with your data through the MCP interface. MCP is an open standard. For the MCP tools, each access only uses the areas you allow and never has more rights than the person who owns it. Sensitive tools run in two steps: preview first, then execution. The assistant can trigger both steps itself, so allowing the “Send tickets” area means allowing it to send. One switch limits an access to MCP only. Without that switch, it can also use the rest of the programming interface with its owner's rights. Approvals, users, permissions, access keys and the AI employee setup stay blocked for such accesses, and every call is logged.

  • Integrations

    scaleUp already works with these programs. Many integrations are add-ons.

    • sevDesk
    • lexoffice
    • finAPI
    • HubSpot
    • n8n
    • Odoo
    • CalDAV
    • WhatsApp Business
    • SEPA-Export
    • Freshdesk (Ticket-Import)

What is in it

Thirteen areas in one system

digital scaleUp solutions is business software for small and mid-sized companies: job management, time tracking and tickets in one system that also works on a phone on site. Every area below is in the product today; none is merely planned.

Time tracking
Clock in and out, project hours and timesheets. Technicians and field staff record on their phone, not on paper.Covers: Working time, timesheets, mobile on site
Billing basis
Recorded hours, expenses and services move to sevDesk or lexoffice without retyping, and that is where the invoice is produced. Bank transactions can be reconciled through finAPI. We deliberately do not add a second invoicing system beside the one you have.Covers: sevDesk integration, lexoffice interface, bank reconciliation
CRM and sales
Contacts, companies, deals and a pipeline that mirrors the real process. Plus forms and funnels that land enquiries straight in as leads.Covers: Customer management, pipeline, lead capture
Ticketing
Requests from email, forms or the phone land in a queue with rules, groups and deadlines rather than in an inbox.Covers: Helpdesk, support requests, service jobs
Leave and absence
Leave requests with approval, remaining entitlement and sick notes. The year view shows who is away before an appointment gets promised.Covers: Holiday planning, leave requests, sick notes
Tasks and checklists
Recurring procedures as checklists that get ticked off and recorded. Reminders make sure nobody forgets a callback.Covers: Task management, reminders, inspection records
Documents and e-signature
Storage with per-team permissions, share links for outsiders and electronic signing, so an order does not stall at the printer.Covers: Document management, digital signing, file sharing
Finance and controlling
Reports, cost centres, expenses and depreciation in one place, as the basis for your analysis.Covers: Reporting, expenses, depreciation, cost centres
Appointments and booking
A public booking page, personal booking links and sync with an existing calendar over CalDAV.Covers: Online booking, booking page, calendar sync
Telephony and messaging
Calls straight from the customer record, WhatsApp and team chat in the same system. Call notes land where the customer is.Covers: Click to call, WhatsApp Business, team chat
People and training
Vacancies, applications and a learning portal for onboarding and mandatory briefings.Covers: Applicant tracking, onboarding, training
Automation
Rule-based flows across every module, outbound webhooks and an API for anything else you want to connect. External AI assistants connect through the MCP interface, limited to the areas you allow.Covers: Workflows, integrations, API, MCP interface
AI employees (depending on plan)
AI employees with their own role and clearly limited permissions; a person approves anything sensitive. You see your AI team as an org chart or a 3D office, and with the team chat add-on the AIs can also ask questions in the chat. The experience memory with team rules works without AI employees too. Once switched on, it helps with reply drafts, ticket classification and pipeline suggestions.Covers: AI agent, AI employees, approvals, AI memory

Integrations

Ready-made integrations already exist for these programs.

  • sevDeskAccounting
  • lexofficeAccounting
  • finAPIBank transactions
  • HubSpotCRM sync
  • n8nAutomation
  • CalDAVCalendar
  • WhatsApp BusinessMessaging
  • SEPAPayments
Discuss a migrationSee pricing

Pricing and operations

Fixed plans, ordered and managed in the customer portal. The 30-day trial is free; you add a payment method when you start. Unless you cancel, it then continues with Starter (Für Gründer und Kleinunternehmen) at €79 per month. Paying yearly saves 2 months.

After the trial

Starter (Für Gründer und Kleinunternehmen)

€79/ month

incl. 19% VAT · €66.39 excl. VAT

or €790 per year (€663.87 excl. VAT), saves 2 months

  • up to 10 users
  • 400 workflow runs per month
  • CRM & customer records
  • Calendar & appointments
  • Online booking
  • Calendar sync with your devices
  • Tickets & inboxes
  • Time tracking
  • Finance & invoices
  • AI assistant
  • Your own customer portal
  • Partner & tenant management
  • API access

10 add-ons included

  • Personal booking links
  • Personal dashboard (widgets, tabs)
  • Automation connector (around 150 events)
  • Booking widgets for your website
  • Data import from an existing CRM
  • AI phone assistant for outbound calls
  • Messenger connection (tickets, CRM, reminders)
  • AI employees with approvals
  • Team chat
  • Studio workbench (extension kit)
29 more add-ons available
Try 30 days freeOrder directly with a customer account

Professional (Für wachsende Teams und KMU)

€179/ month

incl. 19% VAT · €150.42 excl. VAT

or €1,790 per year (€1,504.20 excl. VAT), saves 2 months

  • up to 25 users
  • 1,000 workflow runs per month
  • CRM & customer records
  • Calendar & appointments
  • Online booking
  • Calendar sync with your devices
  • Tickets & inboxes
  • Time tracking
  • Finance & invoices
  • AI assistant
  • Your own customer portal
  • Partner & tenant management
  • API access

22 add-ons included

  • Finance controlling pro (provisions, repayments)
  • Loan management
  • Sick notes with certificate
  • Personal booking links
  • Personal dashboard (widgets, tabs)
  • Automation connector (around 150 events)
  • Booking widgets for your website
  • Data import from an existing CRM
  • E-signature
  • AI phone assistant for outbound calls
  • Messenger connection (tickets, CRM, reminders)
  • Telephony with call logging
  • Video meetings per appointment type
  • AI employees with approvals
  • Team chat
  • Call analysis
  • Lead radar
  • Outreach assistant
  • Sales dialer
  • Sales forecast
  • Studio workbench (extension kit)
  • Sign-in via your identity provider
17 more add-ons available
Create accountOrder directly with a customer account

Enterprise (Unlimited)

€299/ month

incl. 19% VAT · €251.26 excl. VAT

or €2,990 per year (€2,512.61 excl. VAT), saves 2 months

  • up to 50 users
  • Unlimited workflow runs
  • CRM & customer records
  • Calendar & appointments
  • Online booking
  • Calendar sync with your devices
  • Tickets & inboxes
  • Time tracking
  • Finance & invoices
  • AI assistant
  • Your own customer portal
  • Partner & tenant management
  • API access

35 add-ons included

  • Finance controlling pro (provisions, repayments)
  • Loan management
  • Additional accounting connection with payment sync
  • Contact persons per company
  • Task management
  • Deal data capture (participants, custom fields)
  • Sales order overview
  • Forms
  • Commissions and payouts
  • Sales performance dashboard
  • Sick notes with certificate
  • Courses & learning portal
  • Course measure management
  • Recruiting and job ads
  • Documents with folders
  • Personal booking links
  • Personal dashboard (widgets, tabs)
  • Inbox pro (signatures, templates, assignment)
  • Automation connector (around 150 events)
  • Booking widgets for your website
  • Data import from an existing CRM
  • E-signature
  • AI phone assistant for outbound calls
  • Messenger connection (tickets, CRM, reminders)
  • Telephony with call logging
  • Video meetings per appointment type
  • AI employees with approvals
  • Team chat
  • Call analysis
  • Lead radar
  • Outreach assistant
  • Sales dialer
  • Sales forecast
  • Studio workbench (extension kit)
  • Sign-in via your identity provider
4 more add-ons available
Create accountOrder directly with a customer account

Custom

Individual offer

If no plan fits, we put together an offer with you in a call.

Book a call

All prices in euros, shown gross incl. 19% VAT and net. Prices as of 14 Oct 2026. Orders and contracts are handled in the customer portal.

Add-ons (39)

Add-ons are activated per plan. If a plan already includes one, it says so next to the add-on; everything else can be added.

Finance

  • Bank account connection (transactions, reconciliation, budgets)Price on request
  • Finance controlling pro (provisions, repayments)Price on request · included in Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Loan managementPrice on request · included in Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Additional accounting connection with payment syncPrice on request · included in Enterprise (Unlimited)

Sales

  • Contact persons per companyPrice on request · included in Enterprise (Unlimited)
  • Task managementPrice on request · included in Enterprise (Unlimited)
  • Deal data capture (participants, custom fields)Price on request · included in Enterprise (Unlimited)
  • Sales order overviewPrice on request · included in Enterprise (Unlimited)
  • Public agency offices and caseworkersPrice on request
  • Education vouchers and fundingPrice on request
  • FormsPrice on request · included in Enterprise (Unlimited)
  • Onboarding analyticsPrice on request
  • Commissions and payoutsPrice on request · included in Enterprise (Unlimited)
  • Sales performance dashboardPrice on request · included in Enterprise (Unlimited)

Content & HR

  • Sick notes with certificatePrice on request · included in Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Courses & learning portalPrice on request · included in Enterprise (Unlimited)
  • Course measure managementPrice on request · included in Enterprise (Unlimited)
  • Recruiting and job adsPrice on request · included in Enterprise (Unlimited)

Convenience

  • Documents with foldersPrice on request · included in Enterprise (Unlimited)
  • Personal booking linksPrice on request · included in Starter (Für Gründer und Kleinunternehmen), Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Personal dashboard (widgets, tabs)Price on request · included in Starter (Für Gründer und Kleinunternehmen), Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Inbox pro (signatures, templates, assignment)Price on request · included in Enterprise (Unlimited)

Integrations

  • Automation connector (around 150 events)Price on request · included in Starter (Für Gründer und Kleinunternehmen), Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Booking widgets for your websitePrice on request · included in Starter (Für Gründer und Kleinunternehmen), Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Data import from an existing CRMPrice on request · included in Starter (Für Gründer und Kleinunternehmen), Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • E-signaturePrice on request · included in Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • AI phone assistant for outbound callsPrice on request · included in Starter (Für Gründer und Kleinunternehmen), Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Messenger connection (tickets, CRM, reminders)Price on request · included in Starter (Für Gründer und Kleinunternehmen), Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Telephony with call loggingPrice on request · included in Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Video meetings per appointment typePrice on request · included in Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)

AI & communication

  • AI employees with approvalsPrice on request · included in Starter (Für Gründer und Kleinunternehmen), Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Team chatPrice on request · included in Starter (Für Gründer und Kleinunternehmen), Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)

AI sales

  • Call analysisPrice on request · included in Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Lead radarPrice on request · included in Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Outreach assistantPrice on request · included in Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Sales dialerPrice on request · included in Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)
  • Sales forecastPrice on request · included in Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)

Studio & extensions

  • Studio workbench (extension kit)Price on request · included in Starter (Für Gründer und Kleinunternehmen), Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)

Security & sign-in

  • Sign-in via your identity providerPrice on request · included in Professional (Für wachsende Teams und KMU), Enterprise (Unlimited)

Top up workflow runs

  • 1,000 workflow runs€49one-off, incl. 19% VAT (€41.18 excl. VAT)
  • 5,000 workflow runs€89one-off, incl. 19% VAT (€74.79 excl. VAT)
  • 20,000 workflow runs€329one-off, incl. 19% VAT (€276.47 excl. VAT)

AI team depending on plan

AI employees with approvals are included in Starter (Für Gründer und Kleinunternehmen), Professional (Für wachsende Teams und KMU), Enterprise (Unlimited). For other plans we discuss price and activation in a call. You cap ongoing AI costs with a monthly budget.

Book a call

Operations

  • We run scaleUp for you
  • Updates, backups and support included
  • Optionally under your brand

FAQ

Frequently asked questions about AI employees and memory

What is an AI employee in scaleUp?

An AI with a fixed role, often called an AI agent. It has its own account without admin rights and only the tools you give it. It starts on a schedule, on an event, as a workflow step, at the push of a button or, with the team chat add-on, on an @-mention, and it logs every step. There are 35 role templates to start from.

Can an AI employee act without approval?

It can read on its own, but it only changes things if you allow it. New AI employees start in dry run with approval required. You can switch off the approval requirement per AI employee and still require it for individual tasks. Sensitive actions such as sending, deleting, cancelling or calling always require approval.

Does the AI write to my customers directly?

No. AI employees do not contact customers on their own. A reply to a customer only goes out once a person approves it in the app. The exception is the AI phone assistant add-on: when switching it on, you confirm that it introduces itself as AI at the start of each call. Automations you build yourself, such as workflows or external assistants, follow the rules you set there.

How does approval in team chat work?

With the team chat add-on and chat approvals switched on, you get a direct message with a summary. Changes that need only one person's approval are approved with ✅. ❌ rejects after a short confirmation in the thread. Sensitive actions and approvals by two people are decided in the app. By default no messages arrive between 7 pm and 7 am or at weekends; this is adjustable.

Does it work without team chat?

Yes. Approvals always work in the app as well. Team chat is a separate add-on; approvals and questions by direct message are off there by default. Questions from the AI to colleagues require it.

What happens if the AI makes a mistake?

New AI employees start in dry run, so at first you only see proposals. If you reject an approval, the run ends. Every step is logged, you rate results with a thumbs up or down, and every AI can be paused at any time.

Does it replace staff, or monitor my team?

AI employees prepare the work, your team makes the decisions. A check rejects statements about individuals before they enter the shared company and AI knowledge. What the AI learns about how a person works sits in that person's own area; only that person can manage and delete it. Clarify the use with your employee representatives beforehand.

How does the memory learn, and can I delete what it learned?

It learns from corrected drafts, changed classifications, AI runs and confirmed feedback. Feedback from people without supervisory rights only counts once confirmed. Every entry shows its evidence, and you confirm, correct, lock or delete it. Only people set team rules. The memory is off by default; once switched on, it also works in reply drafts, ticket classification and pipeline suggestions.

What does an AI employee cost?

AI employees and the AI organisation are included or available as an add-on depending on the plan; the pricing section shows which plans include them. For other plans we discuss price and activation in a call. You cap ongoing AI costs with a monthly budget, per AI employee too if needed, with a warning once spending passes a threshold. A daily limit can also cap the automatic runs.

Where does data go for AI requests?

To the AI provider you choose. If you use the AI we provide, that is an external provider. Alternatively you connect a model you run yourself, as long as scaleUp can reach it. You decide for each source whether it may enter the memory.

Do I need programming skills?

No. You start from 35 templates, a setup assistant takes you through six steps, and an AI drafts a proposal from your description for you to review. Nothing is created until you adopt it.

Next step

Try scaleUp. We'll plan your AI team with you.

The trial runs for 30 days and is free. In a call we look at your processes together and pick suitable roles from the templates. The AI team is included or available as an add-on, depending on the plan.

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