Uptok Launches Quote Agent, the AI-Human CPQ Breakthrough Designed to Eliminate Quoting Drop-Offs

FOR IMMEDIATE RELEASE

Chicago, IL – August 11, 2026 – Uptok, the leader in digital walk-in sales consultations, today announced the launch of Quote Agent, a Watsonx-powered AI solution purpose-built to transform Configure-Price-Quote (CPQ) workflows in high-value and high-complexity sales environments.

Quote Agent addresses a critical pain point in B2B and B2B2C selling: the moment when buyer intent is high, but the quoting process becomes slow, complex, or unclear—leading to stalled deals and lost revenue.

How It Works

From the moment a prospect engages online, Quote Agent uses AI to guide them through a step-by-step quoting consultation, capturing all requirements with structured precision. It can handle complex pricing models, product configurations, and compliance requirements in industries like insurance, lending, and manufacturing.

When Quote Agent detects friction, hesitation, or a readiness to buy, it triggers a smart escalation—seamlessly connecting the buyer to a live expert via video or audio. This ensures the human interaction happens at the exact right moment to build trust and accelerate closing.

Key Features

• Real-Time Buyer Qualification – AI identifies serious prospects instantly, focusing sales resources where they matter most.
• Dynamic Escalation Engine – Detects intent signals and customer friction in real time to bring in human experts at peak deal velocity.
• Video-First Closing – Adds the human trust factor to complex or high-value deals.
• Compliance Safeguards – Keeps sensitive and regulated conversations in human hands while AI handles structured, routine steps.
• Data-Rich Insights – Every consultation generates multimodal analytics, turning quotes into a goldmine of customer intelligence.

“Most quoting processes lose their best buyers in the gap between interest and action,” said Zana, Strategic partnerships Lead of Uptok. “Quote Agent bridges that gap—keeping buyers engaged, informed, and ready to say yes.”

Availability

Quote Agent is available immediately for enterprise clients across insurance, financial services, manufacturing, and other sectors where quoting speed, accuracy, and trust make or break the sale.

About Uptok

Uptok delivers high-touch, consultative selling experiences on websites, apps, and kiosks. Its AI engages serious buyers in guided consultations and seamlessly escalates to live experts at the perfect moment—resulting in higher revenue, lower costs, and frictionless customer experiences.

Media Contact:

Zana Tali
Head of Marketing & Strategic Partnerships
press@uptok.com

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