Transform your sales process with AI-driven conversations.
Grade: A — Score: 85/100
Expertise AI leverages cutting-edge artificial intelligence technology to create sales agents capable of handling complex conversations and providing real-time responses. Unlike traditional chatbots, these AI agents are designed to engage users in meaningful dialogues, ensuring that no potential lead is overlooked.
The platform integrates smoothly with HubSpot, allowing for automated ticketing and personalized follow-ups based on visitor intelligence. This workflow not only enhances user experience but also streamlines the sales process, enabling teams to focus on high-value tasks while the AI manages initial interactions.
By adopting Expertise AI, businesses can mitigate risks associated with missed leads and inefficient customer interactions. The AI's ability to provide accurate information and engage users effectively reduces the burden on human agents, allowing them to concentrate on more complex inquiries and strategic initiatives.
Free: Free
Growth: $500/month ($400/month billed annually)
Business: $1,250/month (billed annually)
Enterprise: Starting at $3,000/month (billed annually)
Consider switching to Drift: Drift also offers AI-driven chat solutions but may have different integration capabilities and pricing structures.
Expertise AI positions itself as a sales-first AI agent that replaces support-only chatbots from HubSpot, Salesforce, and Drift. HubSpot's native chatbot handles basic FAQ deflection and simple qualification flows but breaks when buyers go off-script or ask complex multi-step questions. Drift (now Salesloft) is an enterprise conversational marketing platform typically priced at $2,500+/month. Expertise AI sits between these: it runs full sales conversations (not just support), handles nuanced questions, follows custom playbooks, and includes Voice AI and Visitor Intelligence — features HubSpot's chatbot doesn't offer natively. The key advantage is the deep HubSpot two-way integration with proactive live chat handoff. The trade-off is price: Expertise AI starts at $400/month versus HubSpot's chatbot which is included in lower-tier CRM plans.
Visitor Intelligence identifies up to 250 anonymous website visitors per month who never fill out a form. It automatically captures their real name, email address, LinkedIn profile, and company details, along with an ICP (Ideal Customer Profile) score. This turns unknown traffic into actionable leads — reps can follow up with identified visitors even when they leave without converting. The feature works alongside the AI chat agent, enriching conversations with visitor context for more personalized engagement. Visitor Intelligence is available on the Business plan ($1,250/month) and above. It is not available on the Free or Growth plans.
Voice AI lets website visitors speak to the AI agent using natural voice instead of typing. The agent responds conversationally in the visitor's language, supporting 175+ languages with multilingual capability. This is useful for B2B prospects with complex questions that are easier to explain verbally, for mobile visitors who prefer speaking, and for accessibility purposes. Voice AI is available on the Business plan ($1,250/month) and above. It complements the text-based chat agent — both can operate on the same website, giving visitors the choice of how they want to engage.
HubSpot is the primary CRM integration. Growth plan includes one-way HubSpot sync and live chat handoff. Business plan adds two-way HubSpot sync — sending leads, creating tickets, and enabling proactive live chat handoff directly in HubSpot. Enterprise plan adds Salesforce (full two-way sync with CRM routing, workflow triggers, and record updates), Marketo (marketing automation), and LeanData (lead routing). Business plan also includes Zapier and webhook integrations for connecting to other tools. WhatsApp integration is available for messaging. Expertise AI is a HubSpot Certified partner, making it deeply optimized for HubSpot-first companies.
Playbooks let you replicate your exact sales workflow in natural language. You describe your qualification criteria, objection handling, routing rules, and conversation flow, and the AI agent follows them automatically during every website conversation. For example, a playbook might instruct the agent to ask about company size and budget, qualify against your ICP criteria, and route enterprise prospects to senior reps while sending SMB leads to a self-serve booking page. Business plan includes 3 playbooks (by use case, persona, or industry). Enterprise includes unlimited custom playbooks.
Yes. The Free plan includes 1 AI agent, 10 conversations (with unlimited back-and-forth within each conversation), and 50 training materials (URLs, PDFs, docs, text, or sitemap). It's enough to test the AI agent concept on your website and evaluate conversation quality, but too limited for production use. The Free plan does not include HubSpot integration, Voice AI, Visitor Intelligence, playbooks, or any CRM sync. Paid plans start at $500/month ($400/month on annual billing) for the Growth tier. A 30-day money-back guarantee applies to all paid plans.
Yes. Expertise AI's security page displays SOC 2 (AICPA-SOC), GDPR, and CCPA compliance badges. The platform implements comprehensive security measures aligned with OWASP Top 10 including token-based RS256 authentication, secure session management with HTTP-only cookies, TLS encryption for all data in transit with HSTS enabled, API key hashing, SSRF prevention, strict CORS allowlisting, frame protection against clickjacking, and brute-force login protection. Multi-tenant architecture enforces strict isolation between accounts. Role-based access controls with granular permissions are available. SAML SSO is available on the Enterprise plan. A Trust Center is published at trust.expertise.ai.
Expertise AI was formerly known as ChatSimple. The company rebranded in 2025, upgrading from a general AI chatbot to a sales-focused AI agent platform with new agentic capabilities, deeper CRM integrations, Voice AI, Visitor Intelligence, and playbooks. The legal entity remains Chatsimple Inc., founded in 2023 and headquartered in Kitchener, Canada. Existing ChatSimple users were automatically migrated to Expertise AI and can log in with their existing credentials. The company has raised $2.5M in seed funding from investors including YSpace (Toronto), Hersir Ventures, iSeed Ventures, and Likeminded.vc. Affiliate links still reference the ChatSimple domain.