For service teams
A first line sales rep who works every hour you do not
Most enquiries to a services business are not ready to buy, and the few that are will not wait. Workup talks to all of them, scopes the work properly, and puts a meeting in the calendar while the interest is still warm.
Scopes like your best rep
Platform, environment size, timeline, budget range, who decides, what has already been tried and what went wrong with it.
Separates real from curious
Your senior people stop spending discovery calls on enquiries that were never going to close, and stop missing the ones that were.
Books while it is warm
Checks live calendars and puts the meeting in during the conversation, instead of opening a week of scheduling email.
A worked example
Take a consulting firm that implements Salesforce, Litify and document platforms. An enquiry arrives at 7pm saying "we need help with our Salesforce". That could be four hours of work or four months of it, and nobody knows which until someone asks.
What reached the team the next morning was not "we need help with our Salesforce". It was a scoped migration, 40 seats, Litify, 12,000 matters, Q1 deadline, meeting Thursday.
It answers the technical question too
Fed your own documentation and playbooks, the agent handles the questions that would otherwise have pulled a solutions engineer into a call: what integrates with what, how a migration usually runs, what the phases look like, where the effort goes. When it does not know, it says so and gets a human, which is the behaviour you want.
Pricing questions become a human handoff, every time. An agent that improvises a number costs more than the meeting it saved.
Beyond the website
The same agent runs your client discovery
Workup Agent is not only for strangers. Once a deal is signed, the same engine can run the kickoff interview: you write the questions once, the client gets a private link, and the agent asks them one at a time, by voice or text, follows up when an answer is thin, and reads back what it collected before it is sent.
The answers arrive as a formatted requirements sheet, a transcript and a CSV, in the client's own wording, before the first call. In WorkPM they land straight into the project as requirements.