Back to AI Tools

expertise.ai

AI SDR for Sales Qualified Leads - Engage, qualify, and enrich prospects in real time

AI Sales DevelopmentLead QualificationVisitor IdentificationConversational AICRM IntegrationSales AutomationMarketing TechnologyAI ChatbotsLead Generation
Visit Website
Collected: 2025/8/29

What is expertise.ai? Complete Overview

expertise.ai is the most powerful AI agent for supercharging your business by engaging, qualifying, and enriching prospects in real time. It solves critical pain points like information overload, high bounce rates, lead leakage, inflexible sales tools, poor CRM integration, and lack of real-time insights. The platform instantly engages every visitor with relevant conversations, uncovers true intent through smart qualification, enhances leads with real-time data enrichment, and seamlessly routes qualified prospects to sales teams. Trusted by leading sales and marketing teams of all sizes, expertise.ai helps businesses convert more website visitors into qualified leads while reducing bounce rates and improving pipeline visibility.

expertise.ai Interface & Screenshots

expertise.ai expertise.ai Interface & Screenshots

expertise.ai Official screenshot of the tool interface

What Can expertise.ai Do? Key Features

Custom Playbooks

Automate your team's best outbound and qualification strategies with tailored AI-driven playbooks that adapt to your specific sales motion and business needs.

Visitor Identification

Identify anonymous website visitors who don't fill out forms, capturing their real names, email addresses, and company information automatically to expand your lead database.

Active Engagement

Trigger real-time, hyper-personalized conversations that guide and convert every visitor with relevant content and interactions tailored to their needs.

Knowledge Gap Analysis

Flags conversations that reveal gaps in AI knowledge so you can continuously train and improve the accuracy of your AI agent over time.

Analytics Dashboard

View real-time reporting on pipeline performance, engagement metrics, and AI-driven outcomes to measure impact and optimize your sales process.

Seamless Integrations

Connect with popular CRMs like HubSpot and Salesforce, messaging platforms like WhatsApp and Facebook Messenger, and automation tools via Zapier for complete workflow integration.

Best expertise.ai Use Cases & Applications

High-Intent Lead Capture

For SaaS companies with complex products, expertise.ai engages visitors immediately with relevant content, asks smart qualification questions, and routes only high-intent leads to sales teams - reducing bounce rates while increasing qualified lead volume.

Anonymous Visitor Identification

B2B companies can identify anonymous website visitors who don't fill out forms, capturing valuable contact information and firmographics to expand their marketing database and follow-up opportunities.

24/7 Sales Qualification

Global enterprises use expertise.ai to qualify leads around the clock according to their exact sales playbook, ensuring consistent qualification standards regardless of time zone or sales rep availability.

How to Use expertise.ai: Step-by-Step Guide

1

Sign up for a free account with no credit card required and access the platform dashboard.

2

Configure your AI agent by uploading training materials, setting up qualification playbooks, and defining your ideal customer profile.

3

Integrate with your existing tech stack including CRM, messaging platforms, and automation tools for seamless data flow.

4

Deploy the AI agent on your website and other channels to start engaging visitors immediately with personalized conversations.

5

Monitor performance through the analytics dashboard and continuously refine your AI agent based on insights and knowledge gaps identified.

expertise.ai Pros and Cons: Honest Review

Pros

Reduces bounce rates by engaging visitors immediately with personalized content
Identifies anonymous visitors to expand lead database beyond form submissions
Seamless CRM integration ensures qualified leads flow directly into sales pipelines
Real-time analytics provide visibility into AI performance and pipeline impact
SOC2 TypeII and GDPR compliant with enterprise-grade security and privacy

Considerations

Advanced features like unlimited active engagement only available in higher-tier plans
Steep learning curve for configuring sophisticated playbooks and integrations
Visitor identification limits may require add-ons for high-traffic websites

Is expertise.ai Worth It? FAQ & Reviews

The free plan includes 50 training materials, 10 AI sessions per month, identification of 10 anonymous visitors, 1 AI agent, and HubSpot integration - perfect for testing basic functionality.

The platform uses advanced tracking to identify anonymous website visitors who don't fill out forms, capturing their real names, email addresses, and company information to expand your lead database.

Yes, expertise.ai offers native integrations with HubSpot and Salesforce, plus the ability to connect with any CRM through Zapier or custom API integrations.

You can create and deploy a basic AI agent in minutes, with more sophisticated configurations taking a few hours depending on your training materials and integration needs.

Enterprise plans offer custom pricing that scales with your business needs, including volume discounts for larger deployments.

How Much Does expertise.ai Cost? Pricing & Plans

Free

$0/mo
50 Training Materials
1 user
10 AI Sessions/Month
Identify 10 Anonymous Visitors
1 AI agent
HubSpot Integration

Pro

$120/mo
Standard Knowledge Base
Standard Team Management
Unlimited AI Sessions
Identify 50 Anonymous Visitors
2 AI Agents
HubSpot Integration
Channel Integrations (Facebook, WhatsApp & Instagram)
Standard Support

Business

$800/mo
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

Custom
Everything in Business Plan Plus:
Enterprise Single-Sign On
Persona/Industry-Based Playbook(s)
Intent Signals & Lead Scoring
Full CRM integrations
Sandbox Environment
ABM Proactive Chat
Dedicated Deployment Engineer
Unlimited Knowledge Base
Custom AI Agent Limit
Dedicated Success Manager

expertise.ai Support & Contact Information

Last Updated: 8/29/2025
expertise.ai Review 2025: Pricing, Performance & Best Alternatives