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Expertise AI

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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.

Freemium: Starting at $400/mo
Updated: April 4, 2026

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.

• 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.
Pros
  • Published case studies document 84% conversion lift, 2.7x more leads, 99%+ autonomous resolution, and 9x pipeline ROI across multiple verified customer deployments
  • SOC 2 Type II and GDPR compliant with end-to-end encryption and opt-out/DNC support built in
  • HubSpot-native integration creates contacts, logs activities, routes leads, and opens tickets automatically — no manual sync needed
  • Free plan available with no credit card required and a 30-day money-back guarantee on paid plans
  • Voice AI add-on reduces friction for high-intent buyers who prefer speaking over typing
  • Real-time Visitor Intelligence reveals the buyer behind every click and enriches conversations with company context before the rep even joins
  • 4.9 rating across review platforms backed by named enterprise customers including Hydro-Québec and AnChain.AI
Cons
  • × The jump from Pro ($400/mo) to Business ($1,250/mo) is steep — there is no mid-tier option for teams that outgrow 5,000 monthly interactions before justifying $1,250/month
  • × Advanced playbooks, premium AI personalization, and a dedicated support manager are locked behind the $1,250/month Business plan
  • × Booking features require a separate add-on at $24/user/month per sales rep, adding to the effective cost on any plan
  • × The platform is heavily optimized for HubSpot-first companies — teams not using HubSpot will see significantly reduced value from its core differentiators
  • × Free plan is limited to 50 monthly interactions — far too low for meaningful production testing on active websites
  • × The company was founded in 2023 and is still scaling, meaning enterprise SLA commitments and deep custom integrations require direct negotiation
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.

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