Expertise AI
What is Expertise AI?
Expertise AI is a website engagement platform for revenue teams that identifies anonymous visitors and turns them into qualified meetings. It combines Visitor Identification, Voice AI, Knowledge Gap, Expertise Booking, and Active Engagement, with HubSpot ticketing and two-way sync plus integrations with Salesforce, Marketo, and LeanData. Customers named on the site include Circuit Electric, UserGems, Naturgy, and Safe Software. Plans run Free, Growth $500/month, Business $1250/month, and Enterprise custom.
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At a glance
- Expertise AI is best for revenue teams who want to turn website traffic into qualified meetings.
- Free; Growth $500/mo; Business $1250/mo; Enterprise Custom; Free Plan Free; Pro Plan $30/mo
- 30 days, no credit card
What does Expertise AI do?
Expertise AI engages website visitors in real time by combining visitor identification, active engagement, and AI-driven conversations that pull from approved knowledge. It can answer questions, qualify intent, and route high-value prospects into meetings or CRM workflows, while features like Voice AI and Personalized Microsites add richer, more tailored interactions. The product is built around turning anonymous traffic into usable sales signals rather than just deflecting support. At scale, the platform is positioned around measurable pipeline outcomes: it claims 5× ROI in pipeline, 25% increased booked meetings, and 3× visitor engagement. Case studies on the site cite outcomes such as more than 99% of customer chats handled without human involvement, 2.7x more leads, and 543 new contacts. Customers named on the site include Circuit Electric, UserGems, Naturgy, Viventium, Safe Software, and Solimar Systems. The security page says training materials are served through short-lived presigned URLs, and the enterprise plan adds custom data retention and dedicated server hosting.
Why use Expertise AI?
- It focuses on pipeline outcomes, not just chat deflection, so teams can measure engagement against meetings and qualified leads.
- Visitor Identification and Visitor Intelligence help uncover anonymous traffic that would otherwise leave without a form fill.
- HubSpot-native workflows let teams sync conversations, leads, tickets, and live chat handoffs without stitching together separate tools.
- Enterprise controls like SSO, dedicated server hosting, and custom data retention support stricter security and governance needs.
- Personalized Microsites and Active Engagement let the experience adapt to visitor behavior instead of relying on static scripts.
Who is Expertise AI for?
- Demand generation teams who want more qualified meetings from existing website traffic.
- Sales operations teams who need CRM-connected routing and lead handoff.
- Customer marketing teams who want to identify anonymous visitors and capture intent.
- RevOps leaders who need tighter alignment between chat, forms, and pipeline systems.
- HubSpot-first companies that want AI engagement built around their CRM workflows.
What are Expertise AI's key features?
Visitor Identification
Identifies anonymous website visitors and enriches them with names, email addresses, LinkedIn profiles, company details, and ICP score for faster follow-up.
Voice AI
Adds a voice layer to the website agent so visitors can speak instead of typing, helping teams qualify interest in real time.
Knowledge Gap
Flags unanswered questions from chats and gaps in the knowledge base, so teams can add missing content and reduce repeated handoffs.
Expertise Booking
Books demos from website conversations and turns qualified interest into meetings, supporting the stated 25% increase in meetings booked.
Playbook
Creates playbooks by use case, persona, or industry, letting teams tailor qualification flows and engagement paths for different visitor segments.
Active Engagement
Proactively engages high-intent visitors on the site and can hand off to HubSpot live chat, improving response speed and lead capture.
Analytics Dashboard
Tracks engagement and conversion outcomes, including metrics like 3× visitor engagement and 84% conversion lift, to show pipeline impact.
HubSpot Ticketing
Sends conversation details, chat transcripts, and lead information into HubSpot, including two-way sync for tickets and livechat handoff.
What does Expertise AI integrate with?
- Salesforce
- HubSpot
- LeanData
- Marketo
- Slack
- Microsoft Teams
What are Expertise AI's use cases?
Demand gen meeting capture
Demand generation teams use Expertise AI to turn existing website traffic into booked meetings, using Visitor Identification to spot anonymous high-intent visitors and Expertise Booking to move them into a calendar slot. Active Engagement helps start the right conversation before the visitor leaves.
CRM handoff for sales ops
Sales operations teams use Expertise AI to route and hand off leads cleanly, using HubSpot Ticketing to send conversation details into CRM workflows and Playbook to guide the right next step. That keeps follow-up organized and helps reps act on qualified intent faster.
Intent capture for customer marketing
Customer marketing teams use Expertise AI to identify anonymous visitors and capture buying intent, using Visitor Intelligence to enrich visitor details and Analytics Dashboard to see which pages and conversations are producing qualified signals. They can then prioritize outreach around accounts already showing interest.
HubSpot-first website engagement
HubSpot-first companies use Expertise AI to run AI engagement around their CRM process, using Active Engagement to qualify visitors in real time and Voice AI to create a more natural first touch. The result is more conversations that fit existing HubSpot workflows.
How does Expertise AI work?
- Connect your website and add your first AI agent, then upload knowledge sources such as URLs, PDFs, Docs, text, or a sitemap so the agent can answer accurately.
- Choose a Playbook for your use case, persona, or industry, and shape the conversation flow so the agent asks better qualifying questions and routes intent correctly.
- Turn on Active Engagement or Proactive Livechat to start conversations with high-intent visitors while they browse, instead of waiting for them to fill out a form.
- Enable Visitor Identification and HubSpot Ticketing to capture anonymous visitor details, send transcripts and lead data into HubSpot, and keep handoff visible for sales ops.
- Review the Analytics Dashboard to see conversations, booked meetings, and conversion patterns, then refine your Knowledge Gap coverage and Playbooks for ongoing lift.
How much does Expertise AI cost?
Free
Free- 1 AI Agent
- Conversations
- Training materials
- Upload up to 50 items, URLs, PDFs, Docs, Text, or a sitemap.
Growth
$500/mo- 1 AI Agent
- Conversations
- Training materials
- Upload up to 500 items, 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
- Send leads, create tickets and do a livechat handoff directly in HubSpot with two-way data access.
- Visitor Intelligence
- Voice AI
- 3 playbooks
- Zapier
- Webhook
Enterprise
Custom- Custom AI Agents
- HubSpot + Salesforce
- Read and write CRM records for real-time updates.
- Customize active engagement based on CRM data.
- CRM routing integration with two-way data access.
- Trigger internal CRM workflows and deliver outputs automatically, ensuring coordination between AI and CRM systems.
- SSO
- SAML lets users log in once and access all their apps securely, no need to remember multiple passwords. It connects your company's identity system with other tools, making sign-ins and safe.
- Marketo
- Leandata
- Active Engagement
- AI analyzes each visitor's conversations and on-site activity, then engages them in real time with personalized messaging tailored to their behavior and the page they're on.
- Custom Playbooks
- API access
- Custom API integration.
- Server Hosting
- Custom Data Retention
Frequently asked questions
What is Expertise AI?
Expertise AI is a website engagement platform for revenue teams that identifies anonymous visitors and turns them into qualified meetings. It combines Visitor Identification, Voice AI, Knowledge Gap, Expertise Booking, and Active Engagement, with HubSpot ticketing and two-way sync plus integrations with Salesforce, Marketo, and LeanData. Customers named on the site include Circuit Electric, UserGems, Naturgy, and Safe Software. Plans run Free, Growth $500/month, Business $1250/month, and Enterprise custom.
How much does Expertise AI cost? Is it free?
Expertise AI has a free plan, with paid tiers including Growth at $500/mo, Business at $1250/mo, Enterprise at Custom. A 30-day free trial is available.
What is Expertise AI used for? Who is it for?
Expertise AI is used for Visitor Identification, Voice AI, and Knowledge Gap. It's built for Demand generation teams, Sales operations teams, and Customer marketing teams.
Does Expertise AI have an API and what does it integrate with?
Expertise AI doesn't publish a public API. It integrates with Salesforce, HubSpot, LeanData, Marketo, WhatsApp, and 2 more.
Editor's read
Check the Free plan's 10-conversation cap and the Business plan's 250 anonymous-visitor limit before rollout. If your traffic or lead volume is likely to exceed either ceiling, the jump to unlimited conversations or Enterprise controls becomes the practical baseline.
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