Expertise AI
AI agents for website sales and support that answer from your own content, qualify visitors, book meetings and sync conversations to your CRM
Web
Decision snapshot
Fast-read signals for fit, pricing, and trust.
- Category
- Website and Conversion
- Best for
- ai chatbot
- Access
- Web
What is this tool?
Expertise AI fits a B2B or service business, especially one on HubSpot, that wants its website to answer questions, qualify visitors and put meetings on reps' calendars without a person on chat. Expect a sales process rather than a sign-up: Expertise AI's pricing page shows no prices, billing interval or usage allowances, so every plan is quoted after a demo, and its Website Sales page lists the Salesforce, Marketo and LeanData connections for the Enterprise plan, so a team on those systems should expect an Enterprise quote.
By QT Desk
Read full overviewHide full overview
Setting up the website agent starts from a sign-up: you enter your website address, choose which pages it should learn from, set your brand colour and business name, pick between a chat widget and the "AI Nav" layout, connect a CRM and try it before going live. The documentation's quick start and its CRM connection guide are both written for HubSpot. Once live, the agent answers in 175+ languages by the vendor's count, detects the visitor's language, and writes each conversation back to the CRM. The Support Chat page says which integrations you can use depends on your plan and setup.
Since being renamed from ChatSimple, Expertise AI has moved beyond a website chatbot. The product menu now also lists visitor identification, phone and IVR agents, an agent-assist tool for support staff and a separate assistant for go-to-market teams that works across CRM, email and calendar; the dashboard brings the website agent and that assistant under one login. Pricing reflects the shift, with every plan sold through a demo. The sign-up page offers $100 of starting credits without saying how long they last or which agent they apply to.
The customer is the data controller under Expertise AI's privacy policy, and its security and Enterprise pages rule out training models on customer conversations, documents or connected data, while third-party model providers such as OpenAI and Google process content to produce answers. The privacy policy names the subprocessors that store and process conversations and files, says personal information is not sold, and says it uses data to provide and improve the service. Standard hosting is in the US, with a Canadian region on request. Expertise AI reports annual SOC 2 Type II and SOC 3 audits and claims GDPR, CCPA and HIPAA compliance. Its terms bar spam and impersonation, limit visitor identification to lawful business-to-business use, and do not address who owns the agent's replies.
Is this right for you?
Quick fit check against how you actually work.
Choose this if
- Your website traffic includes buyers you want qualified and booked into meetings, not only questions answered
- Your CRM is HubSpot, which the documentation covers from setup to live chat handoff
- You want the agent to speak or appear as a video avatar as well as type
- Your answers live in web pages, PDFs, help-centre articles or pages behind a login that the agent can learn from
- You are prepared to go through a demo and a quote, possibly starting with a paid pilot
Consider alternatives if
- A self-serve monthly plan matters to you, since even the entry Premier plan is bought through a demo and a quote
- Your CRM or routing runs on Salesforce, Marketo or LeanData and you are not buying the Enterprise plan
- A predictable usage allowance in writing has to come before any sales call, since credit limits below the Unlimited plan are not shown on the pricing page
- You only need a simple FAQ widget and the sales-qualification and enterprise features would go unused
Key features
What you can actually do with this tool.
A website agent trained on your own pages
Enter your site's address, choose the pages or sitemap to learn from, add files, typed answers or pages behind a login, and the agent answers from that material. It re-reads its sources weekly, you can set the answer to specific questions with your own Q&A pairs, and answers can show the source they came from.
Qualification and meeting booking in the chat
The sales agent checks visitors against qualification rules you write in plain language, routes them, and books meetings on reps' calendars inside the conversation, then saves the exchange to the CRM.
Chat, voice or a video avatar on the same page
On the website the agent can type, speak or appear as a video avatar, with a configurable voice, accent, spoken greeting and maximum call length. The Support Chat page names WhatsApp and Messenger as further channels, while phone lines are a separate product.
Handoff when a person should step in
With proactive live chat, staff are alerted in the HubSpot inbox or Slack and can join with the whole AI conversation in view; if nobody is free, a connected helpdesk can receive a ticket with an AI summary. Knowledge-gap reports group the questions the agent could not answer.
Install with a script or a site builder
The dashboard gives you a script to paste into your site, and the documentation has guides for WordPress, Wix, Webflow, Shopify and GoDaddy, among others; the Support Chat page also names Google Tag Manager.
Integrations
Tools and platforms this connects with.
HubSpotSalesforceMarketoLeanDataZendeskSharePointSlackZapierGoogle Tag Manager
Plans & pricing
Pricing tiers and what's included in each.
Premier
No price published; quoted after a demo
- Sales, support and custom agents, connected company knowledge and CRM and business-system integrations, as every plan includes
- Voice, avatar and phone experiences, team sharing, access controls and governance
Enterprise
No price published; sized to the rollout after a demo, and the Enterprise page says most teams start with a paid pilot
- Everything in Premier, plus dedicated infrastructure on a VPS, open-weight model support and private deployment options
- Salesforce, Marketo and LeanData connections, SAML single sign-on and custom data retention are listed for Enterprise on the Website Sales page
Unlimited
No price published; quoted after a demo
- Everything in Enterprise, plus usage without a credit limit
- Forward-deployed engineers, and data residency and sovereignty
Official pricing pagePricing may have changed. Always verify before purchasing.
Frequently asked
Common questions about this tool, answered.
How much does Expertise AI cost?
Expertise AI's pricing page shows no prices. It lists three plans, Premier, Enterprise and Unlimited, each quoted after a demo, and says pricing depends on your workflows, integrations, infrastructure and deployment. The pricing page states neither how often you are billed nor any usage allowance, and the Enterprise page says most teams start with a paid pilot.
Can I try Expertise AI for free?
Neither a free plan nor a timed trial is stated as such. The sign-up page offers "Try us for free. $100 credits included." without a duration, and the pricing page lists no free plan. The terms allow the company to offer time-limited trials at its discretion, but no current trial length is stated on the pricing or sign-up pages.
Was Expertise AI previously called ChatSimple?
Yes. ChatSimple was renamed Expertise AI: chatsimple.ai now redirects to expertise.ai, the company behind it is still Chatsimple Inc., and the HubSpot app carries both names. The product has since broadened from a website chatbot into a set of sales and support agents that the company now positions as enterprise AI agents.
Which plan includes Salesforce?
Expertise AI's Website Sales page lists Salesforce, Marketo and LeanData connections for the Enterprise plan, while HubSpot sync is presented without a plan label. The pricing page says every plan includes CRM and business-system integrations without naming them, so confirm the exact connection in your quote.
Does it train AI models on my data?
Not according to its security and Enterprise pages, which say customer conversations, documents and connected data are not used to train models. Model providers named in its privacy policy, including OpenAI and Google, process content to generate answers, and the policy says Expertise AI uses data to provide and improve the service.