Table of Contents
- What is Expertise AI?
- How does Expertise AI work?
- Who uses Expertise AI?
- What features does Expertise AI offer?
- Visitor identification and lead scoring
- Playbooks in plain language
- Meeting booking
- Channels: chat, voice, video and phone
- Integrations
- Security and governance
- How much does Expertise AI cost in 2026?
- What does every Expertise AI plan include?
- What does Expertise Booking cost?
- Does Expertise AI have a free plan or free trial?
- What are Expertise AI's pros and cons?
- Pros
- Cons
- What do users say about Expertise AI?
- Who should use Expertise AI?
- Can Expertise AI scale with a growing business?
- What are the best Expertise AI alternatives?
- 1. Qualified: best for enterprise inbound pipeline
- 2. SiteGPT: best for answers from your own content with lead collection
- 3. Chatbase: best for a self-serve AI agent with actions and voice
- 4. Tidio: best for small teams that want live chat with an AI agent
- Expertise AI vs SiteGPT: which one fits?
- How to choose between Expertise AI and its alternatives
- Frequently asked questions
- Basics
- What is Expertise AI?
- What does Expertise AI do?
- Is Expertise AI good for customer service?
- Pricing
- How much does Expertise AI cost?
- Is Expertise AI free?
- What does "unlimited usage" mean on Expertise AI?
- Features and compliance
- Does Expertise AI integrate with HubSpot and Salesforce?
- Is Expertise AI SOC 2 compliant?
- How many languages does Expertise AI support?
- Alternatives
- What are the best Expertise AI alternatives?
- How does Expertise AI compare to other tools for enterprise needs?
- Is there a cheaper alternative to Expertise AI with public pricing?
- Sources
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Mar 28, 2026 03:27 PM
Expertise AI is an enterprise AI agent platform for sales and customer experience, and its pricing page shows three plans with no public prices. It fits B2B teams that want a website agent to identify visitors, qualify leads, book meetings and write the result to a CRM. Teams that need a published price or a simple answer bot should compare the four alternatives below before booking a demo.
TL;DR
- Expertise AI sells three agent types on every plan: a Sales Agent, a CX Agent and Custom Agents. The website agent is called Expertise Live.
- The pricing page lists three plans (Premier, Enterprise and Unlimited) and every one says "Book a demo". No dollar figure is published for any agent plan.
- The one public price is Expertise Booking, the meeting scheduler: Free at $0 and Pro at $30 per user a month.
- G2 lists Expertise AI at 4.9 out of 5 from 49 reviews. Reviewers praise fast setup and responsive help. Some say the price is steep for smaller businesses.
- Closest like-for-like alternative: Qualified, which is also quote only. SiteGPT is the pick when the job is answering questions from your own content and collecting leads at a published price, from $59 a month, or $39 a month billed yearly. It does not identify visitors or book meetings.
Aspect | Verdict |
Best for | B2B teams that want one agent to qualify website visitors, book meetings and sync leads to HubSpot or Salesforce |
What it sells | Sales Agent, CX Agent and Custom Agents on every plan |
Pricing | Three plans, all by quote. No public prices |
Public price | Expertise Booking only: Free, or Pro at $30 per user a month |
Biggest strength | Visitor identification, lead scoring and CRM sync in the same agent that answers questions |
Biggest limitation | No published price, so budget planning starts with a sales call |
G2 rating | 4.9 out of 5 from 49 reviews |
What is Expertise AI?
Expertise AI is a platform for building AI agents that handle sales and customer service conversations. Its homepage headline is "Deploy AI agents for sales and customer experience", and the same page says more than 100 enterprises use it.
The Expertise AI homepage describes three products that share one knowledge base:
- Sales Agent. Qualifies website visitors and books a meeting while the visitor is still on the site.
- CX Agent. Answers service questions day and night and hands the chat to a person when needed.
- Custom Agents. Turn a repeatable internal process into an agent, defined in plain language, with approvals and access controls.
The website product is named Expertise Live. The Expertise AI docs describe it as the agent you embed on your site to answer from your training materials, capture and qualify leads, book meetings and sync the result to your CRM.
How does Expertise AI work?
Expertise AI works in three steps, according to the Expertise Live page:
- Converse. The agent holds a multi-step conversation with the visitor and answers from your content.
- Qualify and route. It identifies the visitor by name, title and company, scores fit and readiness, and routes the lead to an owner.
- Act and learn. It writes the next action to the CRM, alerts the rep, and reports the questions that block conversion.
Answers are grounded in the company knowledge you connect. This is the same pattern as retrieval-augmented generation (RAG), where the agent looks up your content before it writes a reply.
Who uses Expertise AI?
Expertise AI publishes case studies from B2B software, financial services, utilities and manufacturing. The figures below are the vendor's own, taken from its homepage.
Customer | Result Expertise AI reports |
AnChain AI | 84% lift in chat-to-lead conversion |
Gutterglove | 99% of chats resolved without a person |
Holistiplan | 2.7 times more leads at 90% lower cost |
David Sklar & Associates | 9 times pipeline return in 6 months |
Circuit Electric | 30% fewer support tickets |
These are selected results from named customers. Treat them as the best cases, and ask for a reference in your own industry during the demo.
What features does Expertise AI offer?
Expertise AI offers six feature groups that matter for a buying decision. Every item below comes from the vendor's own product pages and docs.
Visitor identification and lead scoring
Expertise AI identifies website visitors without a form. The visitor identification page lists names, emails, roles, LinkedIn profiles and companies.
- Firmographic data: industry, company size and location
- Behavior data: pages viewed and activity on the site
- An AI summary of each visit with a suggested follow-up email
- An ideal customer profile setting that ranks future leads
- Separate scores for fit and for readiness to buy
Playbooks in plain language
Playbooks control how the agent qualifies and routes a visitor. You describe the workflow in natural language and the system structures it. The playbook page lists templates for sales, service and demo booking, plus branching, forms, calendar links and live chat inside one flow.
Meeting booking
Expertise Booking is the scheduler. It offers unlimited booking links, a business-email filter, an email and domain blocklist, and round-robin scheduling on the paid plan. Each booking is enriched with the guest's job title, company and employee count.
Channels: chat, voice, video and phone
One agent works across chat, voice, video and phone. The homepage also lists outbound calling and 175+ languages. A visitor can switch from typing to speaking in the same session.
Integrations
The Expertise AI docs list 50 integrations across CRM, email, meetings, documents, service desks and automation.
Category | Integrations listed in the docs |
CRM | Salesforce, HubSpot, Microsoft Dynamics 365, Pipedrive, Attio, Close |
Alerts and chat | Slack, Microsoft Teams, Discord |
Calendar and meetings | Google Calendar, Calendly, Zoom, Google Meet |
Documents | Google Drive, OneDrive, Notion, Google Docs |
Service desks | Zendesk, Intercom |
Automation | Zapier, Make, n8n |
The docs include embed guides for WordPress, Wix, Webflow, Shopify and GoDaddy.
Security and governance
Expertise AI lists SOC 2 Type II, SOC 3, GDPR and CCPA on its homepage. It also lists enterprise SSO with SAML 2.0 and SCIM, logs and alerts, and approval steps for sensitive actions. Dedicated infrastructure and data residency are plan-gated, as the pricing section shows.
How much does Expertise AI cost in 2026?
Expertise AI does not publish prices for its agent plans. The Expertise AI pricing page lists three plans, and each one has a "Book a demo" button in place of a price.
Plan | Price | What it adds | Best for |
Premier | By quote | Sales Agent, CX Agent and Custom Agents | Teams moving from experiments to repeatable AI workflows |
Enterprise | By quote | Dedicated infrastructure or VPS, open-weight model support, private deployment | Organizations with stricter security or deployment needs |
Unlimited | By quote | Unlimited usage, forward-deployed engineers, data residency and sovereignty | Enterprises running AI across several teams at high volume |
The pricing page says the quote depends on your workflows, integrations, infrastructure and deployment needs. Usage is counted in credits. The Unlimited plan removes the credit limit.
What does every Expertise AI plan include?
Every Expertise AI plan includes the same six items:
- Sales, service and custom AI agents
- Connected company knowledge
- CRM and business system integrations
- Voice, avatar and phone experiences
- Team sharing of agents
- Access controls and governance
What does Expertise Booking cost?
Expertise Booking is the only product with a public price. The Expertise Booking page lists two plans.
Plan | Price | Enriched emails a month | Round robin | CRM integration |
Free | $0 | 5 | No | No |
Pro | $30 per user a month | 50 | Yes | Yes |
The table below does the math for Booking Pro by team size.
Sales reps | Monthly cost | 12 months |
3 | $90 | $1,080 |
5 | $150 | $1,800 |
10 | $300 | $3,600 |
20 | $600 | $7,200 |
Booking Pro covers scheduling only. The agent plans are quoted separately.
Does Expertise AI have a free plan or free trial?
Expertise AI lists no free plan and no free trial on its pricing page. Several feature pages carry a sign-up button marked "No credit card required", and Expertise Booking has a Free plan. Ask in the demo what a self-serve account includes before you plan a pilot around it.
What are Expertise AI's pros and cons?
Pros
- One agent for the whole visit. It answers questions, identifies the visitor, scores the lead and books the meeting.
- Visitor identification is built in. Names, roles and companies appear without a form.
- CRM sync. Contacts and full conversations go to HubSpot or Salesforce.
- Sales and service on every plan. The CX Agent is included, so one vendor can cover both jobs.
- Voice, video and phone. These sit in the same agent as chat.
- Plain-language playbooks. Workflows need no decision tree.
- A strong G2 score. 47 of 49 reviews give 5 stars.
Cons
- No public prices. Every agent plan needs a demo and a quote.
- Reviewers flag cost. G2's review summary says some users find pricing steep for smaller businesses.
- Dedicated infrastructure is plan-gated. It starts on the Enterprise plan.
- Data residency is on the top plan only. It is listed under Unlimited.
- Usage is credit-based below Unlimited. The credit allowance is not published.
- A small review base. 49 reviews is far fewer than older sales chat tools have.
- More product than a simple FAQ bot needs. Scoring, routing and enrichment go unused if you only need answers.
What do users say about Expertise AI?
Expertise AI holds 4.9 out of 5 on G2 from 49 reviews. The split is 47 five-star reviews and 2 four-star reviews, which means 96% of reviewers gave the top score.
G2 theme | Mentions |
Ease of use | 11 |
Easy setup | 9 |
Implementation ease | 7 |
Expensive | 3 |
Software bugs | 2 |
Integration issues | 2 |
G2's summary of the reviews says users praise ease of use and responsive help, and that they set up and customize the agent without technical skills. The same summary notes that some reviewers find the pricing steep for smaller businesses.
Who should use Expertise AI?
Expertise AI is a good fit if you:
- Sell B2B and want inbound website traffic turned into booked meetings
- Run HubSpot or Salesforce and want chat leads written to it
- Want to know which companies and people visit your pricing page
- Want sales and service agents from one vendor
- Can buy through a demo and a quote
Expertise AI is a poor fit if you:
- Need a published monthly price before talking to sales
- Only need a chatbot that answers questions from your website and files
- Run a small team with no sales reps to route leads to
- Need data residency without the top plan
Can Expertise AI scale with a growing business?
Expertise AI is built to scale by plan. Premier covers the three agent types. Enterprise adds dedicated infrastructure and private deployment. Unlimited removes the credit limit and adds engineers who work with your team on rollout.
Two limits apply to growth planning. Usage below the Unlimited plan is metered in credits, and the allowance is set in the quote. The cost at a higher volume is therefore unknown until you ask for it in writing.
What are the best Expertise AI alternatives?
The best Expertise AI alternative depends on which job you bought it for. No tool here is best overall. Each one has a "best for" label.
The ranking uses three criteria: how close the tool is to an AI sales and lead-capture agent, whether its prices are public, and what it does with a lead after capture.
# | Tool | Best for | Starting price | Free option | Main trade-off |
1 | Qualified | Enterprise inbound pipeline with an AI SDR agent | By quote | None listed | No public prices, and Salesforce owns it |
2 | Answers from your own content for customer service, with lead collection | $59 a month, or $39 a month billed yearly | 7-day trial, card required | No visitor identification, meeting booking or CRM integration | |
3 | A self-serve AI agent with actions, voice and outbound campaigns | $40 a month on monthly billing | Free plan: 50 message credits a month | 1 agent per plan, and voice starts at $150 a month | |
4 | Small teams that want live chat, an AI agent and sales flows | $24.17 a month billed annually | Free plan: 50 billable conversations | AI conversations and flows are priced as separate add-ons |
Qualified is first because it does the same job as the Expertise AI Sales Agent. SiteGPT is second because it covers the question-answering half at a published price, and it does not replace the sales half.
Drift is absent from this list because Clari + Salesloft announced a gradual sunset of the product in its 1mind partnership release. The replacements are in the guide to Drift alternatives.
1. Qualified: best for enterprise inbound pipeline
Qualified is the closest like-for-like alternative to Expertise AI for sales. Its AI SDR agent, Piper, talks to website visitors by text, voice and video, follows up by email and books meetings. Salesforce completed its acquisition of Qualified on April 1, 2026, according to the Qualified newsroom.
- Plans: Premier, Enterprise and Ultimate, all "Contact us" on the Qualified pricing page.
- Included on Premier: 1 SDR agent profile, 250K monthly web sessions and 2.5K monthly active email contacts.
- Gated: handoff from the agent to a person, plus MCP and API access, start on Enterprise.
- Trade-off: it is as opaque on price as Expertise AI, and it is a Salesforce product.
Pick Qualified over Expertise AI when your sales team lives in Salesforce and wants the vendor's own agent.
2. SiteGPT: best for answers from your own content with lead collection
SiteGPT is an AI chatbot trained on your own content for customer service, and it collects visitor details as leads in the same chat. It is the alternative for teams that looked at Expertise AI mainly to answer website questions.
- Content sources: website URLs, sitemaps, files and raw text, plus Google Drive, Dropbox, OneDrive, Box, Notion, GitHub and YouTube.
- Lead collection: the chatbot captures interested visitors' details. Webhooks for new leads are on the Scale plan.
- Human escalation: a visitor can move the chat to a live agent with one button.
- Languages: 95+.
- Price: Starter is $59 a month, or $39 a month billed yearly, for 4k GPT-4.1-mini messages a month. Growth is $129 a month, or $79 billed yearly, for 10k.
SiteGPT has real limits against Expertise AI. Its plan cards list no visitor identification, lead scoring or meeting booking. It has no HubSpot or Salesforce integration today. Starter has 1 chatbot, 1 member and no chat integrations. There is no free plan, and the 7-day trial needs a credit card.
Pick SiteGPT over Expertise AI when a published price matters and the main job is accurate answers with a lead form. Sales use cases are covered in chatbots for sales and marketing.
3. Chatbase: best for a self-serve AI agent with actions and voice
Chatbase is a self-serve AI agent builder with public prices. The Chatbase pricing page lists Salesforce, HubSpot and Calendly among its integrations.
- Free: 50 message credits a month and 1 member.
- Hobby: $40 a month on monthly billing for 700 message credits and 2 members.
- Standard: $150 a month for 4,000 message credits, with helpdesk, voice, telephony, outbound campaigns and API access.
- Pro: $500 a month for 15,000 message credits.
- Trade-off: each plan includes 1 agent, extra agents cost $25 each a month, and removing the badge costs $99 a month.
Pick Chatbase over Expertise AI when you want to start today on a card and build the workflow yourself.
4. Tidio: best for small teams that want live chat with an AI agent
Tidio is a customer service platform with live chat, ticketing, the Lyro AI agent and no-code sales flows. The figures below are from the Tidio pricing page with annual billing selected.
- Free plan: 50 billable conversations.
- Starter: $24.17 a month for 100 billable conversations.
- Growth: from $49.17 a month for 250 billable conversations.
- Lyro AI Agent: from $32.50 a month for 50 AI conversations.
- Flows: from $24.17 a month for 2,000 visitors reached.
- Trade-off: human conversations, AI conversations and flows are three separate meters.
Pick Tidio over Expertise AI when a small team answers chats by hand and wants AI to take the repeat questions.
Expertise AI vs SiteGPT: which one fits?
Expertise AI and SiteGPT both answer visitors from your own content. Expertise AI is built to turn those visitors into sales pipeline. SiteGPT is built to answer them and collect the lead.
Criterion | Expertise AI | SiteGPT |
Main job | Qualify visitors, book meetings, resolve service requests | Answer questions from your content, collect leads, escalate to a person |
Entry price | By quote | $59 a month, or $39 a month billed yearly |
Usage unit | Credits, allowance set in the quote | 4k GPT-4.1-mini messages a month on Starter |
Visitor identification | Yes | Not listed |
Meeting booking | Yes, with Expertise Booking | Not listed |
CRM integration | HubSpot, Salesforce and others | No HubSpot or Salesforce integration today |
Channels | Chat, voice, video and phone | Website chat, plus chat integrations from Growth |
Languages | 175+ | 95+ |
Signed DPA | Not stated on the pricing page | Enterprise only |
Free option | None listed on the pricing page | 7-day trial, card required |
Choose Expertise AI when a rep must get a scored, identified lead in the CRM. SiteGPT does not do that.
Choose SiteGPT when you need a price you can read today. On annual billing, SiteGPT Starter costs $468 a year and Growth costs $948 a year.
How to choose between Expertise AI and its alternatives
If you need... | Pick... | Why |
Visitor identification and lead scoring in the chat agent | Expertise AI | It names the person, title and company and scores fit and readiness |
Sales and service agents from one vendor | Expertise AI | Sales Agent and CX Agent are on every plan |
An AI SDR inside the Salesforce family | Qualified | Salesforce has owned it since April 2026 |
A published price under $100 a month | SiteGPT or Chatbase | SiteGPT Starter is $59 and Chatbase Hobby is $40, both on monthly billing |
Answers from websites, files and cloud drives with a lead form | SiteGPT | It trains on your content and collects visitor details in the chat |
A free plan to test on | Chatbase or Tidio | Chatbase gives 50 message credits a month. Tidio gives 50 billable conversations |
Voice and outbound campaigns without a quote | Chatbase | Both are listed on Standard at $150 a month |
Live chat for a small team with AI for repeat questions | Tidio | Live chat, ticketing and the Lyro AI agent are on one platform |
A team that needs both halves can run a stack. The sales agent qualifies and books. A content-trained chatbot answers product and service questions. The guide to enterprise AI chatbots for customer service and lead generation compares tools by where the lead has to land, and HubSpot vs Intercom vs Drift covers the CRM-first route.
Frequently asked questions
Basics
What is Expertise AI?
Expertise AI is an enterprise platform for AI agents that handle sales and customer service conversations. Its website agent, Expertise Live, answers visitors, identifies them, qualifies leads, books meetings and syncs the result to a CRM.
What does Expertise AI do?
Expertise AI does three jobs. A Sales Agent qualifies visitors and books meetings. A CX Agent answers service questions and hands off to a person. Custom Agents automate repeatable internal workflows.
Is Expertise AI good for customer service?
Yes. The CX Agent is included on every plan, and Expertise AI publishes service case studies. Teams that only need service answers from their own content can also look at SiteGPT, which has public prices.
Pricing
How much does Expertise AI cost?
Expertise AI does not publish prices. Its three plans (Premier, Enterprise and Unlimited) are sold by quote after a demo. Expertise Booking is the exception at $0 for Free and $30 per user a month for Pro.
Is Expertise AI free?
No free plan is listed for the agent plans. Expertise Booking has a Free plan with 5 enriched emails a month, and some feature pages offer a sign-up with no credit card.
What does "unlimited usage" mean on Expertise AI?
Unlimited usage means the plan has no credit limit. It is the top plan, and it also adds forward-deployed engineers and data residency.
Features and compliance
Does Expertise AI integrate with HubSpot and Salesforce?
Yes. The docs list both, along with Microsoft Dynamics 365, Pipedrive, Slack, Microsoft Teams, Zendesk, Intercom and Zapier. The docs count 50 integrations in total.
Is Expertise AI SOC 2 compliant?
Expertise AI lists SOC 2 Type II and SOC 3 on its homepage, along with GDPR and CCPA. It also lists enterprise SSO with SAML 2.0 and SCIM.
How many languages does Expertise AI support?
The Expertise AI homepage lists 175+ languages for typed and spoken conversations.
Alternatives
What are the best Expertise AI alternatives?
Qualified is the closest match for enterprise inbound sales. SiteGPT fits teams that want answers from their own content with lead collection at a published price. Chatbase fits self-serve builders, and Tidio fits small teams that want live chat.
How does Expertise AI compare to other tools for enterprise needs?
Expertise AI stands out for combining visitor identification, lead scoring, meeting booking and service answers in one agent. Qualified matches it on sales depth. SiteGPT, Chatbase and Tidio publish prices and cover narrower jobs. The AI chatbot pricing comparison lists what public plans cost across the category.
Is there a cheaper alternative to Expertise AI with public pricing?
Yes. Tidio Starter is $24.17 a month billed annually, Chatbase Hobby is $40 a month, and SiteGPT Starter is $59 a month, or $39 a month billed yearly. None of the three identifies anonymous visitors the way Expertise AI does.
Sources
All pages opened on 8 October 2026.
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