Turn website visitors into qualified meetings and pipeline with an AI sales agent.
Visit WebsiteTL;DR - Expertise AI
- AI sales agent engages and qualifies website visitors in real-time.
- Deeply integrates with HubSpot for enhanced lead management and sales workflows.
- Increases booked meetings and pipeline by providing a personalized, guided buyer experience.
Pricing: Free plan available
Best for: Growing teams
4.9/5 across review platforms
Pros & Cons
Pros
- Significantly increases booked meetings and lead engagement.
- Provides a more sophisticated and sales-focused conversation than traditional chatbots.
- Deep integration with HubSpot streamlines sales and marketing workflows.
- Offers real-time visitor intelligence for personalized follow-ups.
- Reduces customer service tickets and improves resolution rates without human involvement.
Cons
- Advanced features like two-way CRM sync and custom playbooks are limited to higher-tier plans.
- Enterprise-level integrations (Salesforce, Marketo, LeanData) require custom pricing.
- The free plan is limited to 10 conversations and 50 training items.
Ratings Across the Web
4.9(49 reviews)
Ratings aggregated from independent review platforms. Learn more
Preview
Key Features
AI Sales Agent deploymentReal-time microsites for content curation within chatProactive Livechat alerts for human interventionVisitor Intelligence to identify anonymous visitors and enrich contextVoice AI for conversational interactionHubSpot Ticketing for automated ticket creation and routingCustomizable Playbooks for sales and qualification strategiesActive Engagement with personalized messaging based on behavior
Pricing Plans
Free
Free
- 1 AI Agent
- Up to 10 conversations
- Upload up to 50 training materials (URLs, PDFs, Docs, Text, or a sitemap)
Growth
$500/mo
- 1 AI Agent
- Unlimited conversations
- Upload up to 500 training materials (URLs, PDFs, Docs, Text, or a sitemap)
- Hubspot Integration
- HubSpot Live Chat
Business
$1250/mo
- 1 AI Agent
- Proactive Live Chat HS
- HubSpot - 2 way sync
- Visitor Intelligence (Identify 250 anonymous website visitors)
- Voice AI
- 3 playbooks
- Zapier integration
- Webhook integration
Enterprise
Custom
- Custom AI Agents
- HubSpot + Salesforce
- SSO
- Marketo integration
- Leandata integration
- Active Engagement
- Custom Playbooks
- API access
- Dedicated server hosting
- Custom data retention policies
Free Plan
Free
- 1 AI Agent
- Conversations
- Training materials
Pro Plan
$30/mo
What is Expertise AI?
Expertise AI provides an AI sales agent that engages and qualifies prospects in real-time on your website, delivering a superior buyer experience and generating more qualified leads. It is specifically designed for HubSpot-first companies, integrating deeply to enhance lead capture, qualification, and follow-up processes.
This platform goes beyond traditional chatbots by skillfully handling nuanced sales conversations, proactively guiding buyers through the sales funnel, and providing real-time content curation. It aims to make your website the fastest path to pipeline by identifying high-intent visitors, enriching conversations with visitor intelligence, and enabling timely human intervention when needed.
Expertise AI is ideal for sales and marketing teams looking to increase booked meetings, improve visitor engagement, and streamline their lead qualification process directly from their website. It offers features like real-time microsites, proactive live chat alerts, visitor intelligence, and voice AI to optimize the online sales journey.
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Expertise AI FAQ
How does Expertise AI differentiate itself from standard website chatbots in handling sales conversations?
Expertise AI is designed specifically for sales, not just support. It can skillfully engage visitors in multi-step sales conversations, handle nuanced questions even if buyers go off-script, and proactively push buyers through the sales funnel. Traditional chatbots often break if conversations deviate from predefined paths and are typically support-first.
Can Expertise AI integrate with my existing HubSpot setup to enhance lead qualification and follow-up?
Yes, Expertise AI offers deep integration with HubSpot. It can send all conversation details, chat transcripts, and lead information directly to HubSpot. Higher-tier plans include HubSpot Live Chat connectivity, two-way sync for creating leads and tickets, and proactive live chat takeovers based on visitor intent within HubSpot.
What is 'Visitor Intelligence' and how does it help in converting website visitors into pipeline?
Visitor Intelligence identifies anonymous website visitors who haven't filled out forms. It automatically captures their real names, email addresses, LinkedIn profiles, and company details, along with an ICP (Ideal Customer Profile) score. This context enriches the AI conversation and enables sales teams to launch smart, personalized follow-ups.
How does the 'Real-time microsites' feature work within the AI agent's conversation flow?
The AI agent can curate and display the most relevant content, including text, visuals, and videos, directly within the chat experience. This eliminates the need for buyers to navigate away from the chat, guiding them efficiently to the right HubSpot form or calendar to take action, such as booking a meeting.
What is the purpose of 'Playbooks' in Expertise AI, and how can they be customized?
Playbooks allow you to automate your team's best outbound and qualification strategies. You can create tailored AI-driven playbooks based on specific use cases, buyer personas, or industries. This ensures the AI agent consistently applies your most effective sales methodologies.
Beyond HubSpot, what other CRM and marketing automation platforms does Expertise AI integrate with, particularly for enterprise clients?
For enterprise clients, Expertise AI offers integrations with Salesforce, Marketo, and LeanData. These integrations enable reading and writing CRM records for real-time updates, customizing active engagement based on CRM data, and enabling two-way synchronization to retrieve customer context and update records.
Source: expertise.ai