- B2B Marketing Teams: Capture and qualify inbound traffic with real-time engagement that reduces bounce.
- Sales & SDR Teams: Route high-intent prospects, schedule meetings, and auto-sync enriched leads to CRMs.
- Revenue Operations: Standardize qualification, automate handoffs, and maintain data consistency.
- Customer Experience: Deflect common queries while escalating complex issues to the right humans.
- Agencies & Partners: Deploy conversion playbooks across multiple clients with integrations and analytics.
How to Use Expertise.ai?
- Define the Playbook: Ground the agent in messaging, qualification criteria, and routing rules.
- Connect Systems: Integrate HubSpot, Salesforce, Zapier, and webhooks for bi-directional data flows.
- Deploy Across Channels: Add to website and messaging channels like WhatsApp, Messenger, and Instagram DMs.
- Optimize Continuously: Review analytics to improve prompts, enrichment, and meeting routing.
- Demand Conversion Focus: Built to reveal intent, qualify precisely, and accelerate booked meetings.
- Deep CRM Integrations: Native sync with HubSpot and Salesforce for live record updates.
- Real-Time Enrichment: Firmographics and behavior insights appended automatically to each lead.
- Omnichannel Engagement: Website plus social DMs and messaging to capture every touchpoint.
- Compliance & Security: SOC 2 Type II and GDPR practices with strong encryption and guardrails.
- Purpose-built qualification using a team’s exact sales playbook.
- Tight CRM and automation links that reduce manual work.
- Fast routing and scheduling that prevent lead leakage.
- Clear analytics tying AI interactions to pipeline outcomes.
- Requires upfront playbook design to realize full value.
- Advanced routing may need RevOps coordination.
- Social DM deployments can demand channel-specific setup.
- Continuous tuning is needed as segments and offerings evolve.
Free
$ 0.00
1 user
10 AI Sessions / Month
Identify 10 Anonymous Visitors
1 AI agent
HubSpot Integration
Pro
$ 150.00
Standard Team Management
Unlimited Al Sessions
Identify 50 Anonymous Visitors
2 Al Agents
HubSpot Integration
Channel Integrations (Facebook, Whatsapp & Instagram)
Standard Support
Business
$ 1,000.00
Active Engagement Unlimited
Enhanced Knowledge Base
All Integrations
Team Collaboration
Identify 250 Anonymous Visitors
2 AI Agents
Advanced Analytics
Priority Support
Enterprise
Contact Sales
Enterprise Single-Sign On
Persona/Industry-Based Playbook(s)
Intent Signals & Lead Scoring
Fully mapable Marketo, Lean Data and Salesforce integration
Sandbox Environment
ABM Proactive Chat
Dedicated Deployment Engineer
Unlimited Knowledge Base
Custom AI Agent Limit
Dedicated Success Manager
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Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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