Expertise AI

• AI agent for chat and voice — closer to a sales rep than a support bot.
• Visitor identification surfaces who's on your site and their intent signal.
• Playbook lets ops write qualification logic in plain English, not Zaps.
• HubSpot-native workflows, ticketing and routing; Salesforce/Marketo also supported.
• Free trial via partner link; paid pricing quoted per use case. SOC 2 Type II + GDPR + CCPA.

From support bot to revenue agent

The first generation of website chatbots optimised for one thing: deflection. Answer the question, close the ticket, keep a human off the phone. That's still valuable, but it leaves the most expensive moment in B2B on the table — the instant a high-intent prospect is on your pricing page and nobody knows. Expertise AI is built around that moment. Instead of treating every visitor as an anonymous support ticket, it identifies who's on the site, reads the intent signal, and engages with the goal of booking the meeting — then logs everything to the CRM so the GTM team picks up a warm, documented lead rather than a cold form-fill.

That's the through-line for everything below: this is customer-experience automation pointed at pipeline, not just at ticket volume. It still deflects repeatable questions beautifully — but the design centre of gravity is conversion, and it shows in the feature set.

The economics behind this are stark. In most B2B funnels, well over 90% of website visitors leave without ever raising a hand — no form, no chat, no trace beyond an analytics blip. The conventional answer is to retarget them with ads for weeks and hope a fraction return. An AI sales agent attacks the problem at the moment of intent instead: it engages the visitor while they're still on the page, while their question is live and their interest is hottest. Converting even a single-digit percentage of that previously-anonymous traffic into a qualified conversation changes the shape of a pipeline, because those are leads you were otherwise paying to acquire twice — once to bring them to the site, and again to chase them after they bounced.

What separates a tool like Expertise AI from the bolt-on chat widgets of the last decade is that the conversation doesn't dead-end in a transcript nobody reads. Every interaction is qualified against your logic and written back to the CRM as structured activity, so by the time a human sees the lead they already know who it is, what they asked, how they scored and what was promised. The rep starts the call warm instead of cold — which is the difference between a chatbot that generates work and an agent that removes it.

What the agent does

How a conversation becomes pipeline

1. Identify the visitor

   The agent surfaces who's on the site and what they're signalling — so engagement is informed, not generic.

2. Engage at peak intent

   Proactive chat (or voice) triggers on behaviour, with personalisation tuned to the page and the prospect.

3. Qualify via Playbook

   Your plain-English qualification logic runs automatically — the agent asks, scores and decides next steps.

4. Book or hand off

   High-intent prospects get a meeting booked via Expertise Booking; edge cases escalate to a human at the right moment.

5. Write back to CRM

   The full conversation, qualification and outcome land in HubSpot (or Salesforce/Marketo) — no manual logging.

Expertise AI vs Intercom Fin vs Drift

These three get compared constantly, but they're aimed at different jobs:

If your pain is ticket deflection, Intercom Fin's resolution focus is hard to beat. If you live in Salesloft, Drift is the natural fit. Expertise AI wins the specific case where a HubSpot-running B2B team wants visitor ID, qualification and booked meetings out of the same agent.

The voice AI is the part that surprises people most. Text chat is now table stakes — every competitor has it — but a natural, multilingual voice agent that can actually hold a qualifying conversation is still rare, and it changes who you can serve. A prospect who'd never type out their requirements in a chat box will happily talk through them, and a buyer browsing in their second language is far better served speaking their own. For inbound funnels that span markets, that's not a gimmick; it's the difference between qualifying a lead in the moment and losing them to a "contact us" form they'll never fill in.

The Playbook is the operational unlock. In most stacks, building qualification logic means a sales-ops person wiring together Zaps, webhooks and conditional branches — fragile work that breaks when anything upstream changes. Expertise AI lets that same operator describe the qualification flow in plain English: what to ask, how to score it, when to book, when to escalate. That keeps the logic legible and editable by the people who actually own the funnel, rather than locking it inside automation only one engineer understands. Combined with the HubSpot-native routing and ticketing, it means a GTM team can stand the agent up and tune it without a development project sitting in the critical path.

Expertise AI pricing in 2026

Pricing is the one friction point in evaluation: tiers and per-seat costs aren't published. You start with a free trial through the partner link, then get a quote scaled to your use case. Here's the shape of it:

Because pricing is custom, use the free trial to validate fit on real traffic before you ever get to a number — that's the cheapest way to find out whether the agent actually converts your visitors.

Buy or skip — the decision matrix