Expertise.ai: What It Is, Pricing and How to Use It (2026 Guide)

What is Expertise.ai?

Expertise.ai is an AI agent platform for sales, marketing and customer support teams, made by Chatsimple Inc. It does two jobs that most companies buy from separate vendors.

The first is Expertise Live, an AI agent that sits on your website. It answers visitor questions from your site content and training material, asks qualifying questions, captures contact details, books meetings and syncs the result to your CRM and Slack. Visitors can talk to it by chat, by voice or through a video avatar, and it can hand the conversation to a human in live chat with the full context.

The second is the Expertise AI agent, an assistant for go-to-market teams. You connect your CRM, email, calendar and roughly 50 other tools, then ask it to do work: research an account, draft outreach, update records, build a report or run a task on a schedule. Since 1 October 2026 both products live in one dashboard at my.expertise.ai, and you can even change the website agent by instructing the AI assistant.

The problem it addresses is a familiar one. Visitors land on a B2B site with questions, a static form loses most of them, and sales reps spend hours on CRM admin instead of selling. Expertise.ai tries to fix both ends: convert more visitors into booked meetings, then help the team follow up.

On the marketing site these capabilities are packaged as a Sales Agent, a CX (customer experience) Agent and Custom Agents.

Who it is for

• B2B SaaS and services companies with meaningful website traffic who want visitors qualified and booked into calls rather than dropped into a contact form.
• Revenue teams on HubSpot or Salesforce. The website agent’s documentation is built around HubSpot, and Salesforce is the deepest integration for the AI assistant.
• Support and customer experience teams that want an agent answering from approved content, with a handoff to live chat when it cannot help.
• Sales operations and marketing ops who want repeatable CRM work (enrichment, clean-up, weekly reports) done by an assistant that asks before it writes.
• Companies with compliance requirements. Enterprise and Unlimited tiers add dedicated infrastructure, private deployment and data residency controls.

Who should not use it: a small business that only needs a basic FAQ chatbot, or anyone who wants to sign up, see a price and pay by card without a sales call. A dedicated support chatbot such as Tidio is the simpler buy for that. If your main problem is answering phone calls rather than website chats, look at an AI phone agent like Vida.

Key features

• Website agent (Expertise Live). Answers questions from your website pages, uploaded training material and a Q&A section. You choose between a classic Widget or AI Nav, an AI-powered navigation layout; Widget Studio (available to all customers since August 2026) controls the look.
• Lead capture and qualification. The agent collects contact details mid-conversation, maps them to CRM fields and can auto-fill your existing website contact form with what the visitor already said. A redesigned Leads page (October 2026) separates visitors who talked to the agent from visitors who were identified automatically, with an ICP filter.
• Expertise Booking. Visitors can book a meeting inside the chat. It connects to Google Calendar, Outlook Calendar and Office 365, and uses your working hours and booking links.
• Voice, video avatar and phone. Voice is available on every paid plan and a video avatar was added in September 2026. The homepage claims support for 175+ languages.
• Visitor Identification. Identifies the visitor’s company (firmographics) through the optional Snitcher integration. It works at company level, not for named individuals.
• Playbooks and Knowledge Gap analytics. Playbooks define how the agent handles specific situations; Knowledge Gap analytics groups the questions it could not answer well into themes so you know what content to add.
• AI assistant with approvals. Reads data freely but pauses every write (emails, Slack, Teams or LinkedIn messages, CRM changes, document edits, deletions) behind an approval card. Some connectors, such as Gong, ZoomInfo, Granola, tl;dv and PostHog, are read-only.
• Scheduled tasks, Skills and connectors. Describe a recurring job in plain language and Expertise schedules it. Skills package repeatable workflows and can be imported from Claude. Connectors cover CRMs (Salesforce, HubSpot, Dynamics 365, Pipedrive, Attio, Close, Folk), sales tools (Salesloft, Apollo, LinkedIn, ZoomInfo), email and chat (Gmail, Outlook, Slack, Teams), meeting tools (Zoom, Gong, Fireflies), docs and project tools (Google Workspace, Notion, Jira, Asana) and automation tools (Zapier, Make, n8n), plus your own MCP servers.

Pricing

At the time of writing Expertise.ai publishes no prices. The pricing page lists three tiers, and each one leads to a Book a demo button. The FAQ explains that pricing is built around your workflows, integrations, infrastructure and deployment needs.

Tier	Positioning	What it adds
Premier	“Get AI into production”	Sales Agent, CX Agent and Custom Agents
Enterprise	“Add more control”	Everything in Premier, plus dedicated infrastructure (VPS), open-weight model support and private deployment options
Unlimited	“Scale AI across the business”	Everything in Enterprise, plus unlimited usage (no credit limit), forward-deployed engineers and data residency and sovereignty controls

Every tier includes sales, support and custom agents, connected company knowledge, CRM and business-system integrations, voice, avatar and phone experiences, team sharing, and access controls and governance.

Two points to keep in mind:

• Usage is credit-based below Unlimited. The FAQ describes Unlimited as having “no credit limit”, which implies lower tiers have one. Ask how credits are consumed by chats, voice minutes and assistant tasks before you sign.
• Self-serve exists but is not priced publicly. The header has a Get Started link and the docs’ quick start begins with a free sign-up, but the pricing page lists no free plan or trial. We could not confirm what a self-serve account includes.

How to use Expertise.ai: step-by-step

1. Create your website agent

1. Go to expertise.ai and click Get Started (the docs call it Start for free), then complete sign-up.
2. Type your website URL and click Fetch Links. Expertise scrapes the page links it finds and builds the first version of the agent from roughly eight of them.
3. Pick a brand colour, check that the business name is correct, and choose AI Nav or Widget as the layout.
4. Answer the short onboarding form, including which CRM you use.
5. Click Try My AI and ask the questions your visitors ask most: pricing, integrations, who the product is for, how to get a demo. Note every weak answer.

2. Train it on the right content

1. Add specific URLs or a sitemap so the agent covers product pages, docs and case studies, not just the homepage.
2. If you use HubSpot, connect it and pull in blog posts, knowledge base articles, landing pages and web pages. Select the relevant items and queue them for training.
3. HubSpot FAQs cannot be imported directly, so paste them into the training material Q&A section.
4. After launch, review the Knowledge Gap themes regularly and add content that answers them.

3. Embed the agent and turn on booking

1. In the dashboard, find Add to Website and click Copy to copy the script.
2. Paste it just before the closing </body> tag of your site template (in a React app, public/index.html; in Next.js, _document.js). The docs also have guides for WordPress, Google Tag Manager, Wix, Webflow, GoDaddy, Google Sites and HubSpot websites, and for excluding pages.
3. For meetings, open Availability > Calendar Settings, click Connect Calendar and authorise Google Calendar, Outlook or Office 365. Set Availability > Working Hours, then under Booking Links click Create, choose One-on-One, set a duration (15 to 60 minutes) and a video link, and save.
4. Map captured fields to your CRM so new leads arrive with company, role and conversation history.

4. Put the AI assistant to work

1. Open Connections, click a tool’s tile and choose Connect. Most tools use OAuth; some (Apollo, Fireflies, PostHog, Zapier, n8n) take an API key, which Expertise stores encrypted.
2. Ask a read-only question first, for example: “List open opportunities in Salesforce over $20,000 with no activity in 30 days.”
3. Ask for an action: “Draft a follow-up email to each owner.” Each email appears as an approval card showing the tool, the target and the content. Nothing is sent until you click Approve.
4. For recurring work, click Scheduled task and describe it in plain language (“Every Monday at 8am, summarise last week’s new website leads and post them to #sales”). Open the task to change frequency or choose whether it runs automatically or waits for approval.

Tips to get better results

• Write the qualifying questions yourself. Decide what makes a good lead (company size, use case, timeline) and build those questions into a Playbook rather than letting the agent improvise.
• Feed it your best sales material. Case studies, comparison pages and pricing explanations produce better answers than a homepage full of slogans.
• Use Knowledge Gap themes as a content plan. Questions the agent cannot answer are questions your website does not answer either.
• Start the assistant on read-only work. Reports and research build trust before you let it draft CRM changes or outreach. Our guide on how to write better prompts applies directly to assistant requests.
• Keep approvals meaningful. Read each approval card instead of clicking through; that is the safety net.
• Test voice and avatar on mobile. Check how they behave on a phone before turning them on for all visitors.
• Agree on success metrics before the demo. Booked meetings, qualified leads and resolution rate are easier to judge than “engagement”.

Limitations and common problems

• No price on the page. You cannot compare cost without a sales conversation. Ask for credit limits, overage terms and contract length in writing.
• Vendor-reported results. The homepage figures (such as +84% chat-to-lead and 99% autonomous resolution) come from customer case studies chosen by the vendor. Run your own before-and-after comparison.
• Company-level identification only. Visitor identification shows the company, not the person, so reps still rely on the conversation to get contact details.
• HubSpot-first documentation. Most step-by-step Expertise Live guides assume HubSpot. Salesforce and other CRM users should ask for onboarding help.
• Approvals add friction. Every write needs a click, and outbound email and LinkedIn actions are rate-limited to protect your sender reputation. That is a deliberate trade-off, not a bug.
• AI answers can be wrong. The agent answers from your content, so out-of-date pages produce out-of-date answers. Review conversations weekly in the first month.

Alternatives

• Tidio - live chat and an AI support agent with public, self-serve pricing; better for small ecommerce and support-first sites.
• Gorgias - helpdesk with AI support built for ecommerce stores.
• Vida - AI agents for phone calls, texts and email when calls matter more than website chat.
• MindStudio - a no-code builder for custom AI agents if you want to design your own workflows.
• Close - a sales CRM with built-in calling and email, if what you really need is a better CRM rather than an AI layer on top.

Browse every option in our AI agents directory.

Verdict

Book a demo with Expertise.ai if you run a B2B website with steady traffic, a sales team on HubSpot or Salesforce, and a clear idea of what a qualified lead looks like. The combination of a website agent that books meetings and an assistant that does CRM work behind approvals is genuinely useful, and the approval model is safer than most agent tools. Go in with your own success metrics and ask for pricing and credit limits in writing. Skip it if you need a cheap, self-serve FAQ chatbot or if you are not ready for a sales-led purchase.