Live Expert Hand-off Agent

The Live Expert Hand-off Agent brings real-time human support into automated workflows by triggering live video or audio consultations whenever your defined hand-off criteria are met. This agent connects IBM Orchestrate flows to your sales or service experts, ensuring customers receive human guidance at moments where expert involvement improves clarity, trust, or conversion. When a workflow reaches a handoff-ready step, the agent launches a live Uptok session with an available expert and transfers the relevant context to streamline the interaction.

Ideal for high-consideration sales, Configure-Price-Quote (CPQ) support, insurance quoting, onboarding, and complex service inquiries, this agent helps your team step in only when human expertise drives measurable impact––while keeping your workflow automation simple and predictable

Launch instant live consultations with your experts over video or audio when your workflow meets the hand-off criteria you define.

You control what qualifies as “handoff-ready” form inputs, workflow stage, friction indicators, or any Orchestrate condition.

The agent ensures a handoff occurs only when an expert is online and ready to take the call, preventing missed or stalled escalations.

Pass workflow context directly into the live session so experts begin with the information they need to guide, clarify, or close.

Designed for high-value sales consultations, complex quoting steps, trust-critical questions, and service interactions that benefit from exp