Playbook



Describe tu flujo de trabajo en lenguaje natural; la IA del Playbook reescribe y estructura tu flujo automáticamente, con validación integrada para asegurar calidad.
Activa, ramifica, cambia playbooks y recupérate de escenarios fuera de tema, todo sin interrumpir la conversación.

Extrae automáticamente información estructurada, califica leads y sincroniza sin problemas con HubSpot, Salesforce y cualquier API.


Integra preguntas, opciones, formularios, CTAs, enlaces de calendario y chat en vivo, todo en una experiencia guiada.

Escala instantáneamente a chat en vivo o asigna propietarios por reglas como correo electrónico empresarial, con transiciones ricas en contexto.
Comienza con plantillas probadas para ventas, soporte, reserva de demos y más, luego personaliza y lanza playbooks en minutos, sin código necesario.

Expertise AI cumple con SOC 2 Type II y GDPR brindándote el mejor soporte y privacidad de su clase. Esto incluye la protección completa de tus datos con encriptación de vanguardia
Within 60 Days of launch, we saw 22.33% reduction in tickets.
Félix Normandin
Team Lead & CX, Electric Circuit

We captured so many leads that we otherwise wouldn't have without the bot.
Renan Ronchi
Lifecycle Marketing Manager, Holistiplan

With Expertise AI, we achieved a 24% close rate for consultations turning into signed engagements. That was amazing.
Archit Gupta
Operations Coordinator, David Sklar & Associates
What I was pleasantly surprised to find is that Expertise AI was actually better than the HubSpot chatbot at a lower cost.
Jared Twitchell
VP of Digital Enablement, 401GO
We’re resolving more than 99% of customer chats without human involvement, something that wasn’t possible before Expertise AI.
Logan Ollinger
Customer Experience Manager, Gutterglove
I would recommend it to everyone, except a competitor.
Domenic Pedulla
President, SafeCheck
So far, we're holding at like a 90–95% resolution rate, which is a significant increase.
Kelly Ksiazek
Customer Success Manager, Swimmingly

I have been impressed. I think you guys did such an amazing job. I cannot speak highly enough.
Rachel Bjerstedt
HubSpot Power User, Excel High School

AI Agent answers instantly and drives conversions with timely live handoffs.
Mary Ann Rowan
Chief Experience Officer, Solimar Systems

Beyond leads, AI builds trust by giving real answers when needed.
Petra Diener
AI Consultant, Solimar Systems
We saw an 84% lift in chat-to-lead conversion rate.
Victor Fang
CEO, AnChain.AI
We saw the AI agent influence 593 transactions worth over $100,000 in revenue in just one month.
Leszek Krysieniel
CEO, 4kraft