What does Expertise Assist actually do?

It acts as an AI sales assistant that can execute multi-step workflows across your sales stack, from research and qualification to drafting, routing, and meeting prep.

Does it replace human approvals?

No. You can decide when Assist waits for approval and when it is allowed to execute on your behalf. The model is controlled autonomy, not blind automation.

How do workflows get created?

You describe the process in everyday language, connect the right tools, and provide context. Assist then converts that process into an executable workflow.

Expertise Assist

If you can write the workflow,
Expertise Assist can run it.

Explain the workflow

Describe the task in plain language, from routing inbound demand to preparing for a meeting or reviving a stalled deal.

Grant the right access

Connect the systems Assist needs and choose where approvals are required versus where it can move automatically.

Watch the work get done

Assist executes across the flow, assembles context, and returns outcomes without forcing reps into manual busywork.

Some workflows Assist can already take off your team's plate

The real value is connecting the moments before, during, and after revenue-critical interactions so your team spends less time stitching systems together.

Use Case 1

Auto visitor identification and routing

Spot the company when a high-intent visitor lands on your site
Qualify against ICP, enrich the account, and keep records current
Route to the right rep based on territory

Use Case 2

New lead nurture sequence

React the moment a new marketing-qualified lead shows up
Qualify the account and keep the record aligned
Launch a multi-step email sequence toward a 1:1 demo

Use Case 3

Pre-meeting preparation

Pull company and contact records ahead of each conversation
Research recent activity and review engagement
Draft talking points and drop the brief in Slack

Use Case 4

Stalled deal revival

Revisit account history when momentum fades
Surface the next-best re-engagement angle and draft outreach
Stage a revival sequence and send it for approval

Assist Pricing

Start simple and test how your Assist fits your process. As adoption grows, credits and integrations help Assist carry more work.

Free

Book a demo

1 seat
1,000 credits
Workflow building by chat
Human approval controls

Growth plan

$49/mo/user

Book a demo

1 seat
5,000 credits
Pay-as-you-go: $10 for next 1,000 credits
Integrations including Gmail, HubSpot and more
Onboarding
Support ( Email + Slack )

Connect Assist to your existing tools

Use your current CRM, scheduling, collaboration, and analytics stack without changing how your team already works.

ActiveCampaign

Apollo

Asana

Attio

Calendly

ClickUp

Close CRM

Dynamics 365

Fathom

Fireflies

Gmail

Gong

Google Ads

Google Analytics

Google Calendar

Google Sheets

HeyReach

HubSpot

Hunter

Instantly

Intercom

Jira

Lemlist

Mixpanel

Monday

Notion

Pipedrive

Salesforce

Similarweb

Slack

tl;dv

Zoho CRM

Give Assist room to operate without giving up control

Assist is built for teams that care about speed and governance. It can wait for sign-off or execute where your rules are already clear, reducing manual work without sacrificing confidence.

Controlled autonomy

Choose where approvals are required and where execution can proceed automatically.

Operational trust

Delegate repetitive work without creating process sprawl or losing context.

Team alignment

Keep sales, marketing, and operations on one shared workflow language.

Backed by enterprise grade security & privacy

Expertise AI is SOC 2 Type II and GDPR compliant giving you the best in class support and privacy. This includes complete safeguard of your data with state of the art encryption

Expand your business globally - we'll take care of your compliance with local regulations
End-to-end encryption and strict access controls for all customer data
Support your customer base with opt out and DNC support

Introducing Expertise Assist

Trusted by high-growth sales teams

If you can write the workflow,Expertise Assist can run it.