Expertise AI
Freemium Last verified: September 2026AI sales agent that replaces your website chatbot, it engages visitors in real time, identifies who they are, answers questions, and books qualified meetings
What is Expertise AI?
Expertise AI is an AI sales agent built to replace the traditional website chatbot. Instead of a bot that deflects questions or just captures an email, Expertise engages every inbound visitor in real time, understands intent and context, answers detailed product questions, qualifies fit, and guides buyers to the right next step, usually booking a meeting on the correct rep’s calendar. It sits closer to conversational-sales platforms like Drift and Intercom than to a support bot like Tidio, but its emphasis is squarely on converting traffic into pipeline. A standout piece is its visitor-intelligence layer: Expertise can identify anonymous visitors who never fill out a form, surfacing real names, email addresses, and company details so unseen traffic becomes actionable leads. Teams automate their best qualification and outbound motions with custom playbooks, and a built-in scheduler routes booked calls to the right person, letting Expertise double as an inbound replacement for tools like Calendly. It integrates natively with HubSpot, while Salesforce, Marketo, and LeanData are reserved for Enterprise, so conversations and leads flow into the existing stack. Pricing starts with a capped Free Preview that comes with $100 in credits and needs no card and no sales call, after which the AI Agent tiers are Business at $2,000/month (the same rate for yearly billing) and custom Enterprise.
Expertise Ai demo video
Watch Expertise AI's official demo to see Expertise Ai in action before reading our full review.
Official video by Expertise AI via YouTube, embedded for reference. ToolChase does not host or claim this video.
⚡ Quick Verdict
B2B websites that want to convert inbound traffic, qualify visitors and book meetings 24/7 without adding live-chat headcount
Outbound cold prospecting (use AiSDR or Apollo.io), or teams needing a simple support deflection bot
Free Preview · Business $2,000/mo · Enterprise custom
Yes, Free Preview capped at 10 conversations
De-anonymizes visitors and books meetings in one agent, chatbot, qualification, and scheduling combined
Inbound-focused (not an outbound prospector); visitor intelligence now requires the $2,000/mo Business tier
Bottom line: Expertise AI scores 4.1/5 in our desk review, a focused AI sales agent that turns website visitors into booked meetings, with a genuinely useful visitor-identification layer. Best for B2B teams optimizing inbound conversion; outbound-heavy teams should pair it with a prospecting tool.
Pricing
Free Preview, $0: 1 AI agent trained on your knowledge base and deployed on your site, 10 conversations, and up to 50 training materials (URLs, PDFs, Docs, text, or a sitemap). Expertise advertises $100 in credits to start, with no card and no sales call.
Growth: no longer listed. The $500/month Growth tier ($400/month billed yearly) we previously published has been removed from the vendor pricing page, which now shows only Free Preview, Business, and Enterprise for the AI Agent product.
Business, $2,000/month (the same rate for yearly billing): Adds Visitor Intelligence (anonymous-visitor identification with ICP scoring), proactive live chat in HubSpot, two-way HubSpot sync, Voice AI, 3 playbooks, webhooks, and implementation by the Expertise team.
Enterprise, custom: Multiple AI agents, HubSpot plus Salesforce read/write, SSO SAML, Marketo, LeanData, active engagement, custom playbooks, API access, dedicated hosting, and custom data retention.
Booking (separate scheduling product): Free plan, or Pro at $30/month ($24/month billed yearly) for teams that want Expertise’s scheduler on its own.
Expertise Assistant (separate product): Free plan with 200 credits per day and 1 seat, or Pro at $50/month per user ($40/month per user billed annually) for 5,000 credits a month plus 200 a day. Team and Scale tiers are custom priced with shared billing and volume discounts.
Getting started: Expertise states that no credit card is required to start on the Free Preview plan.
Pricing verified from the vendor pricing page, August 2026. Note that the AI Agent ladder has been restructured more than once: the previous Pro tier was replaced by Growth, Growth is no longer listed either, and prices have risen substantially since our May 2026 check. This is a ToolChase desk review based on public information; we have not independently load-tested the platform.
Key Features
- Real-time AI engagement with every website visitor, answers questions, qualifies, and guides next steps
- Visitor Intelligence on the Business tier, identifies anonymous visitors (name, email, LinkedIn, company, ICP score) who never fill out a form
- Playbooks that automate your best qualification motions, 3 on Business and custom on Enterprise
- Built-in meeting scheduling that routes booked calls to the right rep (Calendly replacement for inbound)
- Native HubSpot integration, with two-way sync on Business and Salesforce on Enterprise
- Webhooks on Business and custom API access on Enterprise to connect the rest of your sales stack
- Replaces a traditional website chatbot with a conversion-focused sales agent
- Free Preview to start (10 conversations), with Business ($2,000/mo) the cheapest paid AI Agent tier
Pros & Cons
Pros
- Combines chatbot, qualification, and meeting booking in a single agent
- Visitor identification turns anonymous traffic into named leads
- Free Preview lets you trial before committing, with no credit card required
- Native HubSpot sync fits existing pipelines, with Salesforce on Enterprise
- Purpose-built to convert inbound, not just deflect support tickets
Cons
- Inbound-focused, not built for outbound cold prospecting
- Jump from the capped Free Preview to Business ($2,000/mo) is steep for mid-size teams
- Newer entrant versus established players like Drift and Intercom
- Anonymous-visitor identification raises privacy/consent considerations to review
- ToolChase desk review, not yet hands-on tested
FAQ
How much does Expertise AI cost?
Expertise AI offers a Free Preview plan at $0, capped at 1 AI agent, 10 conversations, and 50 training materials, with $100 in credits to start and no card and no sales call. The AI Agent page now lists only Free Preview, Business at $2,000/month (the same rate for yearly billing), and custom Enterprise; the $500/month Growth tier we previously published is gone. Expertise also sells a separate Booking (meeting scheduling) product with a Free plan and a Pro plan at $30/month ($24/month billed yearly). Pricing was verified from the vendor pricing page in August 2026; this is a ToolChase desk review.
Does Expertise AI have a free plan?
Yes. Expertise AI has a Free Preview plan at $0 so you can add the AI agent to your site and test basic visitor engagement before upgrading, but it is capped at 1 agent, 10 conversations, and 50 training materials, and Expertise advertises $100 in credits to start with no card and no sales call. Visitor intelligence, playbooks, and Voice AI sit on Business, which is now $2,000/month, the same rate for yearly billing. The standalone Booking scheduler also has a free tier, and the Expertise Assistant has a Free plan at $0/month with 200 credits per day.
What does Expertise AI actually do?
Expertise AI replaces a traditional website chatbot with an AI sales agent. It engages inbound visitors in real time, understands intent, answers complex product questions, qualifies fit, shares relevant content, and books meetings on the right rep’s calendar. Its visitor-intelligence layer can also identify anonymous visitors who never fill out a form, surfacing names, emails, and company details.
How is Expertise AI different from Drift or Intercom?
Drift and Intercom are conversational-marketing and support platforms where bots mostly route, deflect, or capture emails. Expertise AI is built specifically to convert: it runs sales playbooks, qualifies buyers, de-anonymizes visitors, and books meetings autonomously rather than handing off to a human at every step. If your goal is inbound pipeline rather than support deflection, Expertise is positioned as a sales agent first.
What does Expertise AI integrate with?
Expertise AI integrates natively with HubSpot, upgraded to two-way sync on Business. Salesforce, Marketo, and LeanData are Enterprise-tier integrations, and Business adds webhooks for anything else. Its built-in meeting scheduler routes booked calls to the right rep, which lets teams replace a separate tool like Calendly for inbound scheduling.
Can Expertise AI replace Calendly?
For inbound scheduling, largely yes. Expertise includes built-in calendar booking that routes qualified visitors to the correct rep as part of the conversation, and it sells a dedicated Booking product (free tier, Pro $30/month or $24/month billed yearly). Teams that only need standalone scheduling links may still prefer Calendly, but for capturing and booking website visitors in one flow, Expertise consolidates both jobs.
📋 Good to know
Add the Expertise agent to your site, connect HubSpot (Salesforce is Enterprise-tier), and configure playbooks. The agent then engages visitors and books meetings automatically.
Visitor identification de-anonymizes traffic, review consent and regional privacy rules (GDPR/CCPA) before enabling for all visitors.
Start on Free Preview to validate engagement; Business ($2,000/mo, the same rate for yearly billing) is now the cheapest paid AI Agent tier and carries visitor intelligence, playbooks, and Voice AI.
An outbound tool (AiSDR, Apollo.io) for cold prospecting, Expertise handles the inbound side.
