Expertise AI is a B2B software platform that helps revenue teams automate repetitive work around deals and customer conversations. Its chatsimple.ai domain now redirects to expertise.ai, where the company offers an AI executive assistant for account executives alongside AI chatbot agents trained on company knowledge bases. Teams use it to reduce CRM admin, speed up support responses, and deploy website agents without heavy engineering.
How It Works
For sales workflows, reps connect CRM, email, calendar, Slack, Gong, and other tools, then describe tasks in plain language. Expertise turns those instructions into scheduled agentic workflows that run in the background, such as post-call recaps, pipeline hygiene sweeps, pre-meeting research, and follow-up drafts. Human-approval controls let users review sensitive actions before they are sent. For customer-facing agents, teams upload training materials from URLs, PDFs, docs, or sitemaps, customize the agent persona, and embed a chat widget on their site or connect HubSpot live chat handoff.
Key Capabilities
- Scheduled sales tasks: Automate CRM updates, meeting prep, competitor alerts, renewal signals, and inbound lead enrichment from 30+ integrations.
- AI chatbot agents: Train agents on knowledge bases with up to 500 materials on paid chatbot plans, with unlimited conversations on Growth tier.
- HubSpot integration: Sync conversation transcripts, leads, tickets, and live chat handoff on Business and Enterprise chatbot plans.
- Visitor intelligence: Business plan adds identification of anonymous visitors with company and contact details.
- Voice AI and playbooks: Higher tiers support voice-enabled agents and segmented playbooks by use case or persona.
- Enterprise CRM depth: Salesforce, Marketo, LeanData, SSO, API access, and dedicated hosting on custom plans.
Use Cases
- Account executives who want hours back from CRM logging, follow-ups, and account research.
- Support and success teams deploying a website chatbot trained on help docs and product content.
- Marketing and ops teams routing high-intent visitors to HubSpot live chat with context.
- Mid-market and enterprise companies needing SOC 2 Type II, GDPR, and CCPA compliant AI workflows.
Plans and Pricing
The Expertise Assistant product offers a free plan with 200 credits per day and one seat. Pro costs $40 per user per month on annual billing ($50 monthly) with 5,000 monthly credits plus daily allowance, all integrations, and pay-as-you-go overage. Team and Scale uses custom pooled credits and consolidated billing. New users receive $100 in starter credits with no credit card required. The separate AI Agent (chatbot) line includes a free preview with one agent, 10 conversations, and 50 training materials. Growth is $500 per month ($400 on yearly billing) with unlimited conversations and HubSpot integration. Business is $1,250 per month with visitor intelligence, voice AI, and implementation support. Enterprise pricing is custom. A booking add-on offers a free plan and Pro at $30 per month ($24 yearly).
Security and Credibility
Expertise AI advertises SOC 2 Type II, GDPR, and CCPA compliance with encryption and access controls. The platform holds a 4.9 G2 rating and momentum leader badges. Customers cited include Access Group, Viventium, Safe Software, and other B2B brands.
Integrations
Sales workflows connect to Salesforce, HubSpot, Gmail, Google Calendar, Slack, Gong, Apollo, LinkedIn, and dozens of other tools through OAuth setup without engineering tickets. Chatbot deployments embed on marketing sites and hand off to HubSpot live chat when visitors request a human. Webhooks and API access on enterprise tiers let ops teams route events into internal systems or data warehouses.
Limitations to Consider
Chatbot Growth and Business tiers are priced for mid-market and enterprise budgets, not small-site hobby projects. Credit-based Assistant plans do not roll over unused monthly credits except bonus credits. Pro overage billing is opt-in. Teams evaluating only lightweight website chat may need to compare total cost against simpler helpdesk bots. The chatsimple.ai brand redirect means older ChatSimple references now point to the broader Expertise AI product family.
