expertise.ai
AI SDR for Sales Qualified Leads - Engage, qualify, and enrich prospects in real time
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 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
Sign up for a free account with no credit card required and access the platform dashboard.
Configure your AI agent by uploading training materials, setting up qualification playbooks, and defining your ideal customer profile.
Integrate with your existing tech stack including CRM, messaging platforms, and automation tools for seamless data flow.
Deploy the AI agent on your website and other channels to start engaging visitors immediately with personalized conversations.
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
Considerations
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.