Turn customer questions into resolutions and opportunities. We connect your knowledge, systems, and workflows with the controls your business needs.
Trusted by 100+ enterprises
Start with the workflow you need today. Each agent can be deployed independently, while sharing the same integrations, controls, and enterprise infrastructure.
Engage buyers while they are on your site. Answer questions, qualify intent, book the next step, and pass the right context into your sales systems.
Meet buyers the moment they show intent
Kate: Exploring pricing? Learn more about our different plans.
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KateAcme has three plans: Starter, Growth and Enterprise. All of them include the AI sales agent, CRM sync and analytics; the difference is seats, channels and support. How big is the team that would use it?
50+ seats
KateFor a team that size, Enterprise is the best fit: unlimited channels, SSO and dedicated onboarding. I’ve laid the comparison out on the right.
Want to see it running on your own site? I can book a 30-minute demo with a specialist.
Hear Navi for yourself. Start a live call below.
Navi
Personal AI Agent
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Open the workspace and describe the job
Good morning, Jane.What should we work on?
Salesforce
Gmail
HubSpot
SheetsCheck my open Salesforce deals for stale stages or no activity in two weeks. Clean up the CRM and draft follow-ups for anyone who’s gone quiet.
Working for 0s
Got it — I’ll clean up your open Salesforce deals and draft follow-ups for the quiet ones.
Pulled 42 open deals from SalesforceRunningChecked stage, last activity and next stepsRunningUpdated 7 deal records in SalesforceRunningDrafted 2 follow-up emails in GmailRunningKeep this run as a workflow anyone in the company can trigger.
Checks open Salesforce deals for stale stages, missing next steps or no activity in two weeks. Fixes the records and drafts follow-ups in Gmail.
Analyze stale Salesforce deals and draft follow-ups so the team can reactivate the pipeline in one click.
GmailSalesforceHubSpotChoose how you run, host, and scale your AI. The deployment model is designed around your systems, security requirements, and operating environment.
Hands-on deployment
Choose how you run, host, and scale your AI. The deployment model is designed around your systems, security requirements, and operating environment.
Hands-on deployment
Choose how you run, host, and scale your AI. The deployment model is designed around your systems, security requirements, and operating environment.
Scale without watching every conversation. Run high-volume sales and support workflows with unlimited conversations and more predictable deployment economics as usage grows.
Work directly with the Expertise AI team. We work alongside your team to design workflows, connect integrations, test real scenarios, establish guardrails, and continue tuning after launch.
Meet your data residency and architecture requirements with flexible hosting across regions including Canada, the US, and Europe, plus open-weight models and dedicated infrastructure or VPS options.
Trusted by 100+ enterprises
and 300+ companies more
Utilities / Support
Solutions
Policy and account questions, service journeys, routing, and sensitive handoffs.
Customer acquisition and service workflows with governed workflows and human control.
Product discovery, purchase questions, service requests, and complex issue routing.
Complex product questions, customer and partner support, order and service workflows.
Booking and service questions, disruption workflows, coordination, and complex handoffs.
Customer questions, shipment updates, coordination, sales inquiries, and exception handling.
Products, programs, service requests, sales journeys, and customer support.
Qualification, upgrades, billing, account servicing, and technical routing.
Security
ExpertiseAI is SOC2 TypeII and GDPR compliant, giving you best-in-class support and privacy. This includes complete safeguards for your data with state-of-the-art encryption.
Annually audited
Full compliance
SAML 2.0 + SCIM
Logs, analytics, and alerts
Customer voices
“The results have exceeded our expectations, lowering costs and improving customer experience.”
“We’re resolving more than 99% of customer chats without human involvement, something that wasn’t possible before Expertise AI.”
“We saw an 84% lift in chat-to-lead conversion rate. Almost overnight, the agent connected us with real prospects.”
“We captured so many leads that we otherwise wouldn’t have without the bot.”
“Expertise AI was actually better than the HubSpot chatbot, at a lower cost. It uncovered demand we couldn’t see.”
Within the first week, our support person said: this is too good.
What this tool did for us is give us an opportunity to not only catch visitors' chats, but also to let them book appointments directly inside.
I have been impressed. I think you guys did such an amazing job. I cannot speak highly enough.
Customers literally say, Jeni was so helpful. That's the AI. That's how good this is.
It's not just about leads. It's about credibility, trust, and giving people real answers when they need them.
So far, we're holding at like 90–95%, which is a significant increase.
Expertise AI is literally so easy to set up; they could not have picked a better name for it. We were capturing leads within 30 minutes.
Bring us the customer journey or service workflow you want to improve. We’ll help scope the outcome, systems, boundaries and deployment path.
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