Chatsimple
Last Updated on: Jan 6, 2026
Chatsimple
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What is Chatsimple?
Expertise.ai is a demand conversion platform for B2B that engages, qualifies, and enriches prospects in real time across web and messaging channels. It uses AI to start relevant conversations immediately, ask targeted questions aligned to a team’s sales playbook, and surface true buying intent. Leads are enriched with firmographic and behavioral data, then routed or scheduled to the right rep without delay. Deep integrations with CRMs and automation tools ensure conversations and data sync into existing pipelines. With guardrails, analytics, and compliance baked in, teams get faster responses, higher-quality leads, and clear visibility into pipeline impact—without adding operational overhead.
Who can use Chatsimple & how?
  • 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.
What's so unique or special about Chatsimple?
  • 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.
Things We Like
  • 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.
Things We Don't Like
  • 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.
Photos & Videos
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Pricing
Freemium

Free

$ 0.00

50 Training Materials
1 user
10 AI Sessions / Month
Identify 10 Anonymous Visitors
1 AI agent
HubSpot Integration

Pro

$ 150.00

Standard Knowledge Base
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

Everything in Pro Plan Plus:
Active Engagement Unlimited
Enhanced Knowledge Base
All Integrations
Team Collaboration
Identify 250 Anonymous Visitors
2 AI Agents
Advanced Analytics
Priority Support

Enterprise

Contact Sales

Everything in Business Plan Plus:
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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Popular Mention

FAQs

Expertise.ai is a B2B demand conversion platform that engages visitors, qualifies intent with targeted questions, enriches lead data, and routes or schedules meetings instantly.
It natively integrates with HubSpot and Salesforce, syncing conversations and lead records for full pipeline visibility.
Yes. Zapier and secure webhooks connect AI-driven interactions to thousands of apps and custom workflows.
Yes. It supports WhatsApp, Facebook Messenger, and Instagram DMs to engage and follow up where prospects already are.
It uses a team’s sales playbook to ask context-aware questions, score intent, and filter out noise before routing to sales.

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