1559 - 从机器人到协调器：多代理 RAG 如何解锁更智能的销售人工智能.pdf

1、Orlando,FLOctober 69IBM TechXchange 2025Explore.Build.Launch.1559 From Bots to OrchestratorsKashif ZamanFounder&CEO,UptokFrom Bots to Orchestrators:Designing Human-Centered Workflows for SalesAgenda0102030405Buyer MomentOrchestration PrinciplesMulti-Agent RolesIBM+Uptok Orchestration StackExamplesIB

2、M TechXchange|2025 IBM CorporationWhat you will learn in this session0102030405Orchestration=UX layer of AIHow to design handoffsWhat are the multi-agent rolesIBM watsonx as the trust+governance layerKPIs for good orchestrationIBM TechXchange|2025 IBM CorporationBuyers dont want agents.They want out

3、comes.IBM TechXchange|2025 IBM Corporation4The Buyer momentsThe moment that matters:Successfully detecting and triggering the orchestration flow is half the battleIBM TechXchange|2025 IBM Corporation5Self serve CXConsultative CXThe Orchestration GapLimited scopeLimited scopeSingle agents complete ta

4、sks but cant shape the full journey.Poor timingPoor timingThey dont recognize the right moment to escalate or pause.Lost ContextLost ContextInformation often drops between steps,forcing users to repeat.IBM TechXchange|2025 IBM Corporation61TrustTrustBe explicit,never fake certainty2TimingTimingStep

5、in at the peak of intent3TransparencyTransparencyLet the user see whats happening4ContinuityContinuityContext carries through every handoffOrchestrationPrinciplesIBM TechXchange|2025 IBM Corporation7Multi Agent RolesMaps the next best step in the journey.PlannerEvaluates safety,fit,and compliance be

6、fore moving forward.CriticCaptures and preserves context across the flow.SummarizerDetects friction and invites a human at the right moment.Escalation agentIBM TechXchange|2025 IBM Corporation8Closes the loop by learning from outcomes and s