QuoteAgent is powerful
QuoteAgent™ brings precision AI and real-time human orchestration to your CPQ workflow. Built with IBM Watsonx, it detects when a deal needs a rep—not a bot—and launches live, expert-led consultations at exactly the right moment.
High-Potential Moment Detection
Our multi-agent watsonx AI continuously monitors buyer behavior during the quoting process—tracking signals of friction, hesitation, deal complexity, or large-value potential. QuoteAgent identifies when a human-led consultation is likely to change the outcome and escalates at exactly that moment. This ensures your experts are only activated when their presence truly drives revenue.
Queue-less paring with high intent buyers
Uptok pre-aligns rep availability with buyer readiness before the request even happens. The system predicts who’s most likely to be available and matches them with the next highest-value opportunity. That means when a consult is triggered, there’s no queue, no wasted time, and no missed moment—just a clean, instant match between supply and demand.
Walk-in Video Consultations
Buyers don’t have to schedule or switch platforms—they connect with your sales experts over live video directly from your quoting interface. It’s a true walk-in experience where the rep joins when the buyer is most engaged, most uncertain, or most ready to decide. This is human selling, made scalable through AI.
AI-Powered Cue Cards for Reps
While your rep is on the call, QuoteAgent silently supports them with smart cue cards. These provide real-time product knowledge, configuration logic, and talk tracks tailored to the buyer's actions. Reps don’t have to memorize everything—they stay confident, conversational, and focused on closing, not toggling tabs.
Self-Optimizing AI + Human Orchestration
Every call becomes a learning opportunity. Uptok continuously refines how it detects value, matches reps, and feeds cues—based on actual outcomes, not assumptions. This feedback loop enables ongoing optimization of your AI-human interaction model, increasing conversion efficiency over time without requiring constant retraining.
Seamless Integration with Your Existing Quoting Tools
QuoteAgent doesn’t replace your CPQ—it enhances it. Whether you're using Salesforce CPQ, Oracle, PROS, Conga, or custom quoting engines, QuoteAgent layers on with minimal lift. Your existing pricing, configuration, and approval logic stays intact while you gain a powerful new consultation capability that drives immediate ROI.
Built with IBM Watsonx
Uptok QuoteAgent™ is powered by IBM Watsonx to deliver explainable orchestration, governed decision-making, and AI integrity. From escalation logic to assistant interactions to compliance, Watsonx ensures that AI operates within the boundaries of trust—and human experts stay in control of complex sales moments. It’s a real-time, real-impact use case for enterprise-grade AI.