Build and deploy autonomous AI agent workforces for sales, marketing, and operations — no code required.
Try Relevance AI
Turn your website into a 24/7 AI sales agent that qualifies visitors, captures leads, and books meetings — built for HubSpot-first teams.
Try Expertise AIA high-level overview of pricing, key strengths, and use cases to help you choose the right tool fast.
Relevance AI
Expertise AI
Go deeper into the specific capabilities, pros, cons, and integrations of both platforms.
Relevance AI
Expertise AI
Relevance AI is a no-code platform for building, deploying, and managing autonomous AI agents and multi-agent workforces. Founded in 2020 by Daniel Vassilev, Jacky Koh, and Daniel Palmer in Sydney, Australia, it helps GTM teams automate sales, marketing, customer support, and operations workflows at scale without writing code.
Expertise AI (formerly Chatsimple) is an AI sales agent platform founded in June 2023 by Hao Sheng in Toronto, Canada. It enables B2B businesses to deploy a sales-first AI agent on their website that qualifies visitors, captures leads, books meetings, and syncs conversations directly into HubSpot, Salesforce, or Marketo — without human involvement. The platform is SOC 2 Type II and GDPR compliant and holds a 4.9 rating across review platforms.
- Visual No-Code Flow Builder — link LLM steps, tools, and conditions together with a drag-and-drop interface to create custom agent logic from scratch.
- Multi-Agent Workforces — chain specialized agents into collaborative teams that handle end-to-end GTM workflows like lead research, CRM enrichment, and outbound outreach in sequence.
- 2,000+ App Integrations — connect agents to HubSpot, Salesforce, Gmail, Google Sheets, Slack, LinkedIn, and more so they take real actions, not just generate text.
- Smart Escalations — agents automatically detect tasks they can't resolve and route them to a human reviewer, preventing silent failures in critical sales workflows.
- Bring Your Own LLM — swap between GPT-4o, Claude 3.5 Sonnet, Gemini, or a custom fine-tuned model per agent to control cost and output quality independently.
- Agent Templates Marketplace — clone pre-built BDR, Research, Inbound Qualification, and Customer Support agents in one click and customize them for your playbook.
- Programmatic GTM — build and deploy agents directly inside Claude Code, Cursor, or OpenAI Codex, bridging no-code and pro-code teams on a single platform.
- A/B Testing and Analytics Dashboard — test agent prompt variations and track task performance metrics to continuously optimize your AI workforce (Team plan and above).
• AI Sales Conversations — the agent engages website visitors in natural, multi-turn sales conversations, handles nuanced questions, and guides buyers to the next funnel step without following rigid scripts or breaking on off-topic queries.
• Real-Time Microsites — dynamically generates personalized in-chat landing pages showing the most relevant text, visuals, and videos for each visitor, then directs them to the right HubSpot form or calendar to book.
• Visitor Intelligence — identifies who is on your site, enriches conversations with company and contact context, and passes structured lead data to your CRM so sales reps can launch smart, personalized follow-ups immediately.
• Proactive Live Chat & Human Handoff — monitors ICP fit and intent signals in real time; when thresholds are met, it alerts the right sales rep via HubSpot, Slack, or Microsoft Teams to take over the conversation at peak intent.
• HubSpot-Native CRM Sync — creates contacts, logs conversation activities, routes leads via LeanData, opens tickets, and updates records in HubSpot automatically; no manual data entry or third-party sync tool required.
• Voice AI — lets website visitors speak their questions instead of typing, reducing drop-off for high-intent visitors and providing instant voice-driven answers from the AI agent's knowledge base.
• AI Playbooks — lets teams encode their best qualification and outbound strategies into the AI in plain language; the agent executes those playbooks on every visitor conversation without deviation.
• Multi-Channel Messaging — deploys the AI agent across website chat, WhatsApp, Instagram DMs, and Facebook Messenger from a single configuration, keeping lead capture consistent across every buyer touchpoint.
Relevance AI fits best when your team runs repeated research, outbound, or qualification workflows that are too time-consuming for humans to handle at scale.
- Sales Development Reps (SDRs) — automate tier-4 and tier-5 account research and outreach that human reps never have capacity to reach manually.
- Revenue Operations Teams — build multi-agent pipelines that enrich CRM records, route inbound leads, and log activities without any manual data entry.
- Marketing Teams — chain content research, drafting, and distribution agents together to run full campaigns from a single automated Workforce.</p>
- Startup Operators and Solo Founders — use the Free or Pro plan to replace a repetitive task with an always-on AI agent from day one, with no engineering required.
Expertise AI is purpose-built for revenue and customer experience teams that need their website to generate and qualify pipeline automatically — not just answer support questions.
• B2B SaaS and professional services companies — use the AI agent to engage high-intent traffic 24/7, qualify visitors against ICP criteria, and book discovery calls directly to reps' calendars without human involvement.
• HubSpot-centric marketing and sales teams — benefit from native CRM sync, LeanData routing, and HubSpot ticketing that eliminate manual lead entry and keep every conversation trackable in existing workflows.
• Customer experience managers at mid-size businesses — deploy the agent to handle tier-1 support questions autonomously (documented at 90–99% resolution rates), reducing live-chat headcount demand while improving response speed.
• E-commerce and event brands with high-volume repetitive queries — use the knowledge base and voice AI to resolve product, order, and registration questions around the clock without scaling support staff proportionally.
Free ($0/mo): 200 actions/month, 1 build user, 1 workforce, unlimited agents and tools, marketplace access, 30-day task history, SOC 2 and GDPR compliance, community forum support.
Pro ($19/mo, billed annually): 2,500 actions/month, 2 build users, unlimited workforces, schedule tasks, smart escalations, chat mode, bring your own LLM, premium app triggers.
Team ($234/mo, billed annually): 7,000 actions/month, 5 build users, 45 end users, 5 shared projects, A/B testing, analytics dashboard, calling and meeting agents, unused credits rollover, priority support.
Enterprise (Custom pricing): Unlimited users and projects, custom actions and credits, agent evaluations, work hour controls, multi-org management, enterprise security with SSO and RBAC, dedicated account manager, custom implementation.
Free ($0/mo): 1 AI Agent, AI-powered conversations, training materials — suitable for initial evaluation only.
Growth ($400/mo billed annually): 1 AI Agent, AI-powered conversations, training materials, HubSpot Integration (one-way), HubSpot Live Chat — ideal for small teams starting to capture leads via their website.
Business ($1,250/mo billed annually): Everything in Growth, plus Proactive Live Chat HS (alerts reps at peak intent), HubSpot 2-way sync, Visitor Intelligence (identifies and enriches anonymous visitors), Voice AI, 3 AI Playbooks for custom sales qualification workflows, Zapier integration, Webhook support.
Enterprise (Starting at $3,000/mo billed annually): Everything in Business, plus Custom AI Agents, HubSpot + Salesforce integration, SSO, Marketo, LeanData, Active Engagement, Custom Playbooks (unlimited), API access, Server Hosting, Custom Data Retention.
Relevance AI stands apart through its multi-agent Workforce model, LLM flexibility, and enterprise-grade reliability features.
- Multi-Agent Workforces — you can build a coordinated team of specialized agents that collaborate on a single workflow, going far beyond what isolated single-agent tools can automate.</p>
- Bring Your Own LLM — assign a different LLM to each agent in your Workforce, letting you balance cost and quality independently rather than being locked to one provider.</p>
- Smart Escalations — agents automatically detect unresolvable tasks and hand them off to a human, which is critical for GTM workflows where a silent failure means a lost deal.</p>
- Programmatic GTM — developers can build agents natively inside Claude Code, Cursor, or OpenAI Codex, making Relevance AI one of the few platforms that supports both no-code and pro-code builders on the same infrastructure.
Expertise AI stands out from generic live chat and chatbot platforms through its sales-first design philosophy, HubSpot-native architecture, and documented revenue impact across a wide library of published customer case studies.
• Sales-First AI vs. Support-First Chatbot — while most chat platforms are built to deflect tickets, Expertise AI's agent is trained to advance the buyer journey: it qualifies ICP fit, recommends content, handles objections, and routes to a booking — behaviors that a traditional rule-based chatbot simply cannot replicate.
• Real-Time Microsites Inside Chat — instead of linking visitors away to a landing page, Expertise AI generates a personalized, dynamic microsite directly inside the chat window showing the most relevant content for that specific visitor; this keeps buyers in the conversation and reduces drop-off at the intent moment.
• Visitor Intelligence with CRM Enrichment — the platform identifies anonymous website visitors by company and contact data, enriches the live conversation with that context, and passes it to HubSpot or Salesforce automatically; this turns previously anonymous traffic into named pipeline without requiring the visitor to fill out a form first.
• Proactive Rep Alert at Peak Intent — rather than waiting for a visitor to request a human, Expertise AI actively monitors ICP fit and engagement signals and alerts the right sales rep via Slack, Teams, or HubSpot the moment intent is highest — enabling warm, perfectly-timed human takeovers that cold transfers cannot replicate.
Relevance AI connects to 2,000+ apps and supports multiple deployment surfaces including API, Slack, web chat, calling, and third-party automation platforms.
- CRM Platforms — native integrations with HubSpot, Salesforce, and Pipedrive let agents read contact data, update deal stages, log activities, and create records automatically.
- Communication and Collaboration Tools — Slack and Gmail integrations allow agents to send messages, respond to threads, monitor channels, and trigger workflows from calendar or inbox events.
- Workflow Automation Platforms — a pre-built Zapier app lets you trigger Relevance AI agents from thousands of external tools and automate cross-platform data flows without writing code.
- Developer and Coding Environments — API access plus compatibility with Claude Code, Cursor, and OpenAI Codex supports code-first agent building alongside the visual no-code builder for technical teams.
Expertise AI connects natively to the CRM, marketing automation, messaging, and scheduling tools that B2B revenue teams already use.
• CRM & Revenue Platforms — deep native integrations with HubSpot (contacts, activities, tickets, workflows) and Salesforce (lead sync, record updates); LeanData integration routes new leads instantly to the correct sales rep based on your existing routing rules.
• Marketing Automation — syncs form fills and lead data to Marketo for automated nurture sequences; Zapier integration connects to 6,000+ additional apps and workflow tools without custom development.
• Messaging & Social Channels — deploys across website chat widget, WhatsApp Business, Instagram DMs, and Facebook Messenger from a single agent configuration; all conversations centralize into the same analytics and CRM sync pipeline.
• Scheduling & Human Handoff — Google Calendar integration books meetings directly inside chat conversations; Slack and Microsoft Teams integrations deliver real-time rep alerts with conversation context when human handoff is triggered.
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Turn your website into a 24/7 AI sales agent that qualifies visitors, captures leads, and books meetings — built for HubSpot-first teams.
Build, deploy, and monitor enterprise-grade AI agents and agentic workflows — all in your own infrastructure.
Build reliable, no-code AI Agents grounded in your company's data — for customer support, sales, and beyond.
Train an AI on your content and let it handle customer support 24/7—no code required.
Build and deploy autonomous AI agent workforces for sales, marketing, and operations — no code required.
Build and deploy intelligent AI agents trained on your data — no code, no friction.
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Schedule, analyze, and grow across 10+ social platforms — all from one beautifully simple dashboard.
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Chat with any PDF Get instant answers, summaries, & insights.
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Simple SEO for rising rankings.
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LinkedIn branding, effortless growth.
Your Ultimate LinkedIn Growth Companion.
The cold email platform that unlocks unlimited sending accounts, unlimited warm-up, and a 450M+ lead database — the engine behind $20M ARR and 50,000+ sales teams' outbound growth.
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The safest LinkedIn and email outreach platform using mobile app APIs — AI-personalized voice notes, video messages, and an Appointment Setter Agent that books meetings while you sleep.
The AI sales engagement platform that unites email, parallel dialing, LinkedIn, SMS, and WhatsApp in one platform — helping 5,000+ sales teams execute 350 calls per hour and build predictable pipeline.
Instant access to 500M+ verified phone numbers and email addresses — directly from LinkedIn profiles, powered by Cognism's data network and built GDPR-compliant from day one.
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Scan your website, launch AI-generated ads on Google, Facebook, and Instagram in under 3 minutes — no design skills, no agency, no guesswork.
Discover winning ads from 20M+ creatives, generate platform-ready image and video ads in 30 seconds, and launch campaigns — all inside one AI-powered ad operating system.
Generate hyper-realistic UGC video ads with 1,000+ AI actors — no cameras, no crews, no waiting.
Turn a script and a product photo into a studio-quality UGC video in under 3 minutes — no cameras, no creators, no waiting.
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Automate affiliate & referral programs for SaaS.
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