Expertise AI
Chatbot BuildersUpdated October 27, 2026
Website AI agent, formerly Chatsimple, that answers B2B visitors, identifies and qualifies leads, books meetings and syncs chats into HubSpot or Salesforce.
We may earn a commission when you sign up through our links. It does not affect our reviews.
What is Expertise AI?
Formerly sold as Chatsimple, this Canadian platform renamed itself in September 2025 and now pitches customer-facing AI agents for sales and support. The core product, Expertise Live, is a website agent you train on your URLs, PDFs, docs and sitemap. It answers visitors in 175+ languages, qualifies them through no-code playbooks, books meetings and pushes the whole conversation into HubSpot, with Salesforce reserved for Enterprise. Around it sit visitor identification, voice and video avatars, a scheduling tool and a separate AI assistant that works your CRM, inbox and calendar behind approval gates. The weak spot is price: after a 10-conversation free preview, the production Business plan starts at $2,000 per month billed annually. Pick it if you run a HubSpot-first B2B team that wants website chat to produce routed pipeline rather than transcripts nobody reads.
How to start using Expertise AI?
Open the Expertise Live pricing page and click Start for Free; the Free Preview needs no credit card. The quick-start guide then asks for your website URL and a click on Fetch Links, which scrapes your page links into training material. You can add more sources afterwards. The Free Preview accepts up to 50 items, including URLs, PDFs, docs, plain text or a sitemap, and connected materials are retrained automatically every week, so the agent keeps up with site changes.
Next, customize the agent. Pick a brand color, confirm the business name and choose between AI Nav, a navigation-bar style experience, and the classic chat widget. The onboarding form asks which CRM you use; choosing HubSpot leads into the HubSpot quick start, which connects your portal so leads, tickets and live-chat handoffs land there. Then open Try My AI and ask the questions your real buyers ask, especially about pricing, integrations and edge cases your site barely covers.
The screen that shapes behavior is Playbooks. Each playbook is a plain-language script with numbered steps, branching logic and tool calls to HubSpot, Salesforce, web APIs or Expertise Booking. Use the Quick Setup Wizard or a single prompt to draft one, set the trigger phrase or condition, test every path in the chat demo, then toggle it active. Since September 2026 you can also tell the AI agent to add a PDF to training, re-read your pricing page or pause the bot, and it shows you what changed.
To go live, copy the script from the Add to Website section of the dashboard and paste it before the closing body tag, or follow the docs guides for WordPress, Wix, Webflow, Shopify, GoDaddy or Google Tag Manager. There is also an official WordPress plugin called Expertise AI Chatbot. Use Widget Studio to set the look, launcher, greeting and placement, then watch Analytics: the Knowledge Gap view groups questions the agent could not answer into themes, which tells you exactly what to add next.
Who is it for?
HubSpot-first B2B marketers
You pay for traffic, yet forms convert a sliver of it and chat transcripts die in an inbox. Expertise Live qualifies visitors inside the conversation, syncs contacts and the full chat into HubSpot both ways on the Business plan, and can ping a rep in Slack while the buyer is still on the page.
Teams replacing Drift or the HubSpot chatbot
Your playbooks live in a legacy tool that breaks when buyers go off-script. Expertise runs a guided Drift migration in which its team maps qualification flows and routing before you switch anything off, and the Business plan includes implementation by the Expertise team.
Support leads at utilities, insurers and manufacturers
Repetitive account and product questions swamp your agents, especially after hours. A grounded agent answers from your documents, creates HubSpot tickets, hands off to a live rep with context and flags unanswered topics so your documentation keeps improving.
Demand gen and ABM managers
Reverse-IP tools hand you company names with no context. Visitor identification adds names, roles, LinkedIn profiles and an ICP score, and pairs them with what visitors actually asked, though coverage drops sharply for traffic from Europe and Asia-Pacific.
Security-conscious enterprises
Your security team wants evidence before any AI talks to customers. SOC 2 Type II and SOC 3 reports, HIPAA, GDPR and CCPA support, SSO with SAML and SCIM, dedicated hosting and data residency options shorten that review considerably.
GTM operators buried in CRM admin
Updating deals, prepping meetings and drafting follow-ups eat your afternoons. The separate Expertise assistant connects your CRM, inbox and calendar, runs scheduled tasks and asks for approval before it sends or changes anything, with plans from free to $50 per user per month.
Expertise AI pricing
Expertise AI now sells three products with separate price tables, and its main pricing page has moved to enterprise packages. That page lists Premier, Enterprise and Unlimited tiers with no public numbers, so platform pricing is quote-based and depends on your workflows, integrations, infrastructure and deployment. Premier covers Sales, CX and Custom Agents; Enterprise adds dedicated VPS infrastructure, open-weight model support and private deployment; Unlimited removes credit limits and adds forward-deployed engineers and data residency. Public prices still exist for the website chatbot, the assistant and the booking tool.
1 AI agent, 10 conversations and up to 50 training materials, with no credit card. The vendor says plainly that it is built for evaluation, not for proving production impact.
Conversations for websites with up to 50,000 monthly visitors, up to 500 training materials, Visitor Intelligence, proactive live chat and two-way sync in HubSpot, 3 playbooks, webhooks and implementation by the Expertise team. Voice AI includes 300 minutes per month, then $0.25 per extra minute, and the final price depends on your workflows and integrations.
Custom. Unlimited conversations, custom AI agents, HubSpot plus Salesforce, Marketo, LeanData, SSO, Active Engagement, custom playbooks, API access, dedicated hosting and custom data retention.
200 credits per day, 1 seat, core integrations and human-approval controls.
5,000 credits per month plus 200 per day, all 30+ integrations, optional pay-as-you-go overage and email plus Slack support. Unused credits do not roll over, except bonus credits, and new accounts start with $100 in credits.
Custom. A shared credit pool, consolidated billing, admin and seat controls, volume credit pricing, priority onboarding and SLAs.
50 enriched emails per month, round robin scheduling, CRM integration, unlimited email and domain blocking, and reminders. The Free plan gives 5 enriched emails per month and blocks up to 2 emails or domains.
Expertise AI key features
Grounded website agent
You train it on URLs, PDFs, docs, text or a sitemap, and it answers in 175+ languages with Source Highlight, so visitors can click through to the exact passage behind an answer. Connected materials retrain automatically every week. You spend far less time patching answers after each website update.
Natural-language playbooks
Instead of drawing decision trees, you write numbered steps with branches and tool calls to HubSpot, Salesforce, web APIs or Expertise Booking, fired by trigger phrases or conditions. A single prompt can draft the playbook, and Expertise warns when its triggers overlap with an existing one. Qualification, support triage and demo booking follow your process instead of the model’s improvisation.
Visitor identification
Expertise matches visitor IP addresses against business databases to show companies and, where available, names, roles, emails and LinkedIn profiles, plus an ICP score and real-time Slack alerts. The vendor’s own FAQ puts company identification at 60–70% for North American visitors, 15–20% in Europe and 10–15% in Asia-Pacific.
CRM sync and human handoff
Business plans sync leads, tickets and live-chat handoffs both ways with HubSpot, and proactive live chat lets a rep step in when intent peaks; Enterprise adds Salesforce, Marketo and LeanData. Since October 2025 the agent can also answer on WhatsApp Business. Conversations end up as CRM records with context rather than orphaned transcripts.
Voice and video agent
Visitors can switch from typing to speaking, you choose from male and female voices, and since September 2026 visitors can talk to a live video avatar that answers from your site content. Voice sessions come with a live transcript. This suits complex products where buyers would rather ask out loud than scroll through pages.
Knowledge Gap analytics
The agent flags conversations where it lacked a confident answer, groups them into recurring themes and shows a resolution rate for each, with drill-down to every related conversation. You get a prioritized list of missing documentation instead of guesses.
Approval-gated AI assistant
The Expertise assistant connects to your CRM, email, calendar, Slack, Gong and many other tools through OAuth or API keys, and you can add your own MCP servers. Reads run instantly, while every write, such as an email, CRM update or new ticket, pauses on an approval card until you click Approve. You automate pipeline chores without letting a model send messages unsupervised.
Expertise AI Pros & Cons
Pros
Setup is quick: G2 reviewers describe getting the agent live in minutes to under a day, and G2’s pricing insights put implementation at under a month. Answers stay tied to your own content, with source highlighting, weekly retraining and a Knowledge Gap report that tells you what to document next. The HubSpot integration goes deeper than most chat tools, covering two-way sync, tickets, proactive live chat and meeting attribution. Visitor identification joins who a buyer is with what they asked, and every consequential action in the assistant waits for human approval. Security paperwork is ready for procurement, from SOC 2 Type II to HIPAA. Use the Free Preview on your trickiest product questions to judge answer quality before you talk to sales.
Cons
The pricing ladder has a huge gap: the website agent goes from 10 free conversations straight to a Business plan from $2,000 per month billed annually, which prices out the small businesses that made Chatsimple popular. Salesforce, API access and SSO sit on Enterprise only. Visitor identification is far weaker outside North America, by the vendor’s own numbers. The product has changed direction quickly since the rebrand, and official pages sometimes disagree; the docs list Booking Pro at $15 per user while the website shows $30, and an older voice FAQ contradicts the per-minute voice pricing. G2 reviewers also ask for more seats, richer reporting and more widget control. Confirm every limit in the order form, not on a feature page.
Use Expertise AI if you want…
- Turn website chats into qualified HubSpot pipeline.
- Answer buyer questions 24/7 in over 175 languages.
- Identify anonymous North American visitors behind your traffic.
- Route high-intent visitors to the right rep instantly.
- Replace Drift or the HubSpot chatbot with less rework.
- Let visitors talk to a voice or video agent.
- Find documentation gaps from real customer questions.
- Automate CRM updates with human approval on every change.
- Book qualified meetings directly inside the chat window.
Expertise AI alternatives
FinRead review →
ChatbaseRead review →
VoiceflowRead review →
QuickchatRead review →
Insighto.aiRead review →Expertise AI Reviews
Small-business users on G2 who started on the old Chatsimple free tier say the agent was simple to build and the support team was quick to help; their main wish is a longer free trial and a lower price.
A G2 reviewer on a small team reports the bot was live in under a day and absorbed FAQs, product details and rebate rules without trouble, yet felt that even the entry plan is steep for smaller teams.
Mid-market reviewers on G2 like how quickly the agent learns a complex product and how it covers customer questions outside working hours, while one complains about the cap on how many team members can be added.
Several G2 reviews ask for more control over the widget, such as placing it anywhere on the page, along with more detailed reporting on conversations and customer journeys.
Earlier Chatsimple reviews on G2, Trustpilot and Product Hunt praise setup in five to thirty minutes and accurate answers; the complaints were minor, such as no back-end access and occasional technical glitches that support fixed quickly.
FAQ
Is Expertise AI the same company as Chatsimple?
Yes. Chatsimple announced its rebrand to Expertise AI on September 16, 2025, chatsimple.ai now redirects to expertise.ai, and the press release said existing conversations, data and workflows moved over automatically. The site footer still names Chatsimple Inc. as the legal entity.
Is there a free plan?
The website chatbot has a Free Preview with 1 agent, 10 conversations and up to 50 training materials, no credit card required. The Expertise assistant has a free-forever plan with 200 credits per day, and Expertise Booking has its own free tier.
How much does the Business plan cost?
Expertise Live Business starts at $2,000 per month, billed annually, and the final price depends on your workflows, integrations and deployment needs. Chatbot Enterprise and the platform-wide Premier, Enterprise and Unlimited packages are quote-based.
Does Expertise AI train models on my data?
According to its security page, Expertise has no pipeline that trains models on customer content, and data goes to the configured AI providers only for inference. The company holds SOC 2 Type II and SOC 3 reports, states GDPR, CCPA and HIPAA compliance, and offers a DPA.
Which CRMs and tools does it integrate with?
HubSpot is the deepest integration and comes with the Business plan, while Salesforce, Marketo and LeanData require Enterprise. The assistant’s connector catalog also covers Slack, Microsoft Teams, Gmail, Outlook, Zendesk, Intercom, Gong, Zapier, n8n and your own MCP servers.
How many languages does it support?
The homepage says the agent understands and replies in 175+ languages, and its security section mentions voice engagement in 200+ languages. Visitors can type or speak in their own language and get the answer back in it.
Can I add it to WordPress or Shopify?
Yes. The docs include embed guides for WordPress, Wix, Webflow, Shopify, GoDaddy, Google Tag Manager and custom React or Next.js sites, and there is an official WordPress plugin named Expertise AI Chatbot.
Which AI models power the agent?
The changelog says every conversation has run on OpenAI’s GPT-6 since September 15, 2026, with model upgrades applied automatically. Earlier releases added Claude and Gemini models, and the Enterprise platform tier supports open-weight models on private infrastructure.
Similar tools
BotnoiThai no-code builder for AI chatbots and agents that answer customers on LINE, Facebook Messenger and the web, billed per bot messageVoiceflowPlatform for building, testing and running AI customer support agents across web chat, phone and SMS, with playbooks, workflows and tools.Insighto.aiNo-code platform for building AI chat and phone agents that answer from your documents, book meetings and run across web chat, WhatsApp,