Handing work over (Managed)
There are two ways to use UpServe.
- Build it yourself (self-serve) — the Free, Starter, and Pro plans. You create the agents, teach them, and grow them.
- Hand it over (managed) — you decide what work to hand off, and our team builds and operates the agents.
This page covers the managed track. Pricing is quoted after we define the scope of work together, so there are no figures here.
What comes with it
Handing work over includes the four things below — each is limited or absent on the self-serve plans.
1. Flat billing instead of metered usage
Within the contracted scope of work, usage is not metered. Self-serve puts no limit on headcount, but every piece of work draws down SU, and autonomous runs stop once the balance is empty — the more employees you run, the faster that happens. The managed track is a flat monthly plan, so that axis is gone.
The phrase “within the scope” matters: what you hand off, and how much of it, is agreed during the consultation, and that scope is what pricing is based on. Inside it, how many agents you split the work across is up to you.
2. Your company’s memory accumulates
A managed organization gets its own database.
The workspace an agent works in is temporary — its contents are gone when it shuts down. The organization database, by contrast, is storage that persists, shared by every agent in the organization. That means:
- Records that must keep accumulating — client lists, order history — have a safe home.
- You can replace or add agents and the accumulated data stays put.
- Several agents can work against the same data.
3. Flat monthly plan
The managed track is billed at a flat monthly rate. There is no SU balance to watch.
On self-serve plans, usage draws down SU, and at zero an agent cannot start new work. On the managed track, that arithmetic disappears for work inside the agreed scope.
4. Connected as the company
Work tools (ERP, Slack, and the rest) are connected through company accounts rather than an individual’s personal login, so connections survive staff changes.
Compared with self-serve
| Self-serve (Free · Starter · Pro) | Managed | |
|---|---|---|
| Who builds it | You do | Our team does |
| Agents running at once | No limit | No limit |
| Data storage | Agent workspace (temporary) | Organization database (persistent) |
| Pricing | Monthly subscription + SU usage | Flat monthly, quoted after scoping |
| Tool connections | Your own accounts | Company accounts |
| Support | Email / priority support | Dedicated contact and operational support |
We flag it right on screen when you run out of SU
If you’re on self-serve and work stops because your SU balance ran out, a managed-track prompt shows up right where you hit the wall — no need to go looking for this page.
- The dialog explains the situation and attaches a managed-track card, “A way to stop counting SU.”
- The card’s “Talk to our team” button takes you straight to this page.
- If you’re already on the managed track, this prompt never shows up — there’s nothing left to offer.
How to start
- Request a consultation — at upserve.app , describe in one line the work you would like to hand off, then leave your contact details after a short exchange.
- Define the scope — we get in touch and work out what gets done, to what standard, and how often. We are straightforward about what we can take on and what is still hard.
- Build — our team builds the agents and connects them to the tools you already use.
- Trial, then confirm — we put it into real work, adjust, and then settle the terms to match your actual volume.
There is nothing you need to learn.
Common questions
Q. We’re on Pro today — can we move over? Yes. The consultation starts from how you work today and continues from there.
Q. Is “usage is not metered” really unlimited? Within the contracted scope of work, yes. The scope itself is agreed together and is what pricing is based on. New work beyond that scope is discussed again.
Q. Is our company data safe? The organization database is reachable only by that organization. Credentials are stored encrypted and agents never handle the raw values. Hard-to-reverse actions such as payments or public posting require approval first.
Advanced
- The organization database is provisioned as one database plus one dedicated login role per managed organization. Agents connect using connection details placed in their workspace, kept in a separate file so the agent does not handle the value directly.
- Flat (unmetered) billing still records every usage line; it simply does not draw down an individual’s SU balance. That is why members on a Free plan can carry out contracted work without hitting a wall.
- Larger workspaces (for memory-hungry work) are available to paid plans and to members of a live managed organization. Even so, the largest sizes are not chosen at creation time — they are approved once there is evidence that memory actually ran short.
- There is only one way a creation is refused — the “owned-total safeguard” (you already own so many agents that a normal user would never hit it, an anti-abuse ceiling). How many run at once is not limited.
- The one-click install flow on campaign landing pages uses the same safeguard check. That flow distinguishes between a request that actually succeeded server-side but lost its response, and one that was genuinely rejected for hitting the limit — treating the former as the latter risks creating a duplicate agent from the same preset.