Today’s online buyers need more than a one-click checkout... they need meaningful, real-time, conversations. Shoppers expect quick answers--not static forms, limited chatbots or scheduled calls. Especially in industries like financial services, insurance and big-ticket retail.
Today’s buyers expect answers, not appointments.
The inability to answer questions in real time or offer personalized guidance can make the difference between a closed deal and an abandoned cart, leading to missed opportunities and lost revenue.
Other common pain points compound this issue.
Many businesses struggle with broken buyer journeys, where inconsistent handoffs between digital touchpoints and human support create confusion and erode trust. Sales teams often face bandwidth issues, spending valuable time on unqualified or low-intent leads instead of focusing on buyers who are ready for a tailored consultation.
Even in moments of high urgency, help often arrives too late.
When buyers are ready to act, there’s frequently no expert available in real time to answer key questions or offer guidance. And when human help is technically available, delays caused by forms, callbacks or scheduling logistics often kill the momentum, resulting in missed opportunities and lost revenue.
Uptok blends real-time AI guidance with human expertise to power high-impact digital consultations right on a website or app. It starts with AI agents that engage visitors in natural, step-by-step conversations. As they chat, Uptok identifies buyer intent, answers questions and pinpoints exactly where the consumer is in their buying journey.
When a customer reaches a moment of high intent or encounters friction, Uptok acts fast to escalate to a live human expert. No scheduling. No form-filling. Just instant, personal help when it matters most.
Before the handoff, AI summarizes visitor data, site behavior, profile information and conversation history. This context is delivered to the advisor so they’re ready to begin the consultation immediately. During the call, AI provides real-time support with prompts, product information and guidance to help the advisor close the loop with confidence.
To enable Uptok to deliver this solution at scale and in regulated environments, we’re collaborating with IBM to build Uptok with IBM watsonx.ai, an enterprise-grade AI developer studio, and IBM watsonx.governance, an end-to-end toolkit for AI governance.
With IBM’s enterprise-grade AI foundation, Uptok gains the adaptability, transparency and governance required to serve regulated industries such as healthcare, insurance, financial services and retail, while continuously improving customers’ and advisors’ experiences.
By combining Uptok’s consultative experience model with IBM’s watsonx.ai and watsonx.governance, we’re setting a new standard for digital engagement, where enterprise- grade intelligence, responsible AI governance and human connection work together to deliver personalized, high-impact customer interactions.
Our collaboration with IBM allows us to seamlessly build advanced AI capabilities into Uptok's platform, said Zana Tali, Head of Strategic Partnerships, Uptok. This enhances our ability to provide businesses with intelligent, real-time customer engagement solutions that are both scalable and compliant with industry standards
We’re excited to bring this new phase of Uptok to market, unlocking smarter, more human digital experiences for enterprises navigating complex customer journeys. To explore more about Uptok, please visit us here.
