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Expertise Live

Turn high-intent traffic into pipeline.Not transcripts.

Expertise Live talks to the buyers on your site. It answers their questions, identifies who they are, and saves what they said. Expertise turns that into scored, routed pipeline in your CRM and Slack, automatically.

Live conversationsSignalsRoutingnorthwind.comLIVE
Conversation/pricing · 2:14 PM
SC
How do you route website leads into HubSpot or Salesforce? We're comparing options for Q3.
Native sync: contacts, deals, and the full conversation land in HubSpot or Salesforce automatically. Want pricing for your team size?
SC
Yes, around 40 reps. Implementation timeline matters too.
Meeting booked · Thu 2:30 PM with Dana R.
Visitor is typing…AI ACTIVE
Signal & actions
SC
Sarah Chen
Dir. Demand Gen · Northwind Labs · 3rd visit
IDENTIFIED
ICP Fit92/100
ReadinessHigh · route to AE
Rep pinged in Slack
While Sarah is still on the site
SENT
Synced to HubSpot
Contact, company & full conversation attached
DONE
Follow-up drafted
Waiting in Dana's approval queue
QUEUED
SESSION #4,182FIRST RESPONSE 0.8S142 CONVERSATIONS THIS WEEKCRM CONNECTED

Trusted by revenue teams at

and 300+ other revenue teams

+84%

chat-to-lead conversion

AnChain.AI
2.7×

more leads at 90% lower cost

Holistiplan

pipeline ROI in 6 months

David Sklar
90–95%

auto-resolution in 30 days

Swimmingly
The problem

Intent data guesses.Your buyers will just tell you.

Reverse IP, topic surges, and page-view scoring are inference. A conversation is a statement. That difference decides whether your reps start cold or start ready.

A company name from reverse IP, with no person and no context

The person: name, title, company, visit history, source

A score built on page views, not on what anyone said

The conversation: what they asked, in their own words

Reps calling cold off warm behavior

The rep pinged in Slack or your CRM while intent is live

No idea what the buyer asked, wanted, or pushed back on

The angle for the first call, attached to the record

How it works

From website visit to pipeline action in minutes.

01

Converse

Expertise Live runs real, multi-step buyer conversations, answering, qualifying, and moving the buyer forward without a scripted FAQ flow.

02

Qualify & Route

It identifies who it's talking to (name, title, company), scores fit vs. readiness, and routes the right motion to the right owner.

03

Act & Learn

It pushes the next action into your CRM, alerts the right rep, and exposes the questions and friction blocking conversion.

The product

This is what buyers actually see.

EXPERTISE LIVE · MICROSITES
Real-time microsites

Show buyers what they need to take the next step.

No more clicking around. The agent curates the most relevant content (text, visuals, and video) directly inside the chat, guiding visitors to the right form or calendar to book.

Proactive livechat

Alert a human to jump in when intent is highest.

When intent and ICP fit peak, or a visitor asks for a human, the right rep is alerted in your CRM, Slack, or Teams to step in at the perfect moment.

EXPERTISE LIVE · LIVECHAT
EXPERTISE LIVE · VISITOR INTEL
Visitor intelligence

See the buyer behind every click.

Expertise reveals who visitors are, enriches the conversation with that context, and makes it easy to launch smart, personalized follow-ups.

Customers

Built for the people who answer for the number.

CEO
We saw an 84% lift in chat-to-lead conversion rate. Almost overnight, the agent connected us with real prospects.
Victor Fang
Victor Fang
CEO, AnChain.AI
RevOps
Expertise AI was actually better than the HubSpot chatbot, at a lower cost. It uncovered demand we couldn't see.
Jared Twitchell
Jared Twitchell
VP of Digital Enablement, 401GO
Marketing
We captured so many leads that we otherwise wouldn't have without the bot.
Renan Ronchi
Renan Ronchi
Lifecycle Marketing, Holistiplan
The platform

Expertise Live is the front-end of acomplete GTM operating system.

Live wins the conversation. Expertise turns every conversation into pipeline action and GTM intelligence across your whole revenue team.

Expertise Live

The conversation front-end

Engages every visitor in real time, qualifies intent, books meetings, resolves support, and hands off to a human at the right moment.

Expertise

The GTM operating system

Fit & readiness scoringAccount resolutionRouting & ownershipFollow-up orchestrationScheduled runsApproval queuesGTM intelligence
See the full platform →
Why we win

Most chat tools answer questions.Expertise Live creates revenue action.

Answers FAQs

Runs real, multi-step buying conversations

Collects a lead if you are lucky

Qualifies intent in context

Breaks when the buyer goes off script

Separates fit from readiness

Treats support, sales, and expansion the same

Routes the right owner and motion

Creates transcripts with no clear next move

Turns the conversation into CRM action and intelligence

The business case

The pipeline you're losing to forms today.

If even a fraction of your traffic is high-intent, that's pipeline slipping away to static forms and slow follow-up. Expertise Live captures it in the moment, and proves the return inside the CRM your team already trusts.

How pricing works →

ROI in pipeline, guaranteed

25%

more meetings booked

30 days

to measurable impact

24/7

coverage, including after hours

AnChain.AI lifted chat-to-lead conversion by 84%

AnChain.AI had high-intent traffic, but low visibility.
Expertise AI turned chats and page intent into daily, actionable leads

+84%

Conversion lift

85%

Faster first touch

492

Qualified signals in 6 months

Before Expertise AI, we knew our website wasn't engaging the right audience. Almost overnight, the AI agent and email summaries transformed that, helping us connect with real prospects and drive greater impact for our products.

Victor Fang

CEO, AnChain.AI

Victor Fang

Hydro-Québec reduced customer service requests by 22.35%

Circuit Electric needed to scale support for 8.5 million people without adding headcount.
Expertise AI deployed Voltère, an AI agent that handles the majority of customer questions

22.35%

Reduction in tickets

557

Tickets avoided in Dec 2024

60 days

To measurable impact

We are very happy to have implemented Expertise AI's solution to our customer support channel mix. The results have exceeded our expectations, lowering costs and improving customer experience.

Félix Normandin

Team Lead - Customer Experience

Félix Normandin

SafeCheck drove a 50% increase in corporate inbound leads

SafeCheck needed to improve customer experience without adding headcount or increasing software spend.
Expertise AI now handles the majority of support inquiries and drives measurable lead increase

50%

Increase in corporate leads

80%+

Queries resolved by AI

60 days

To measurable impact

Within the first week, our support person said: this is too good.

Domenic Pedulla

President, SafeCheck

Holistiplan generated 2.7x more leads at 90% lower cost

Holistiplan needed new ways to capture and convert website visitors without disrupting sales or adding operational risk.
Expertise AI delivered visitor identification and an always-on acquisition channel at 90% lower cost

2.7x

More leads

90%

Lower cost

543

Visitor leads captured

We captured so many leads that we otherwise wouldn't have without the bot.

Renan Ronchi

Lifecycle Marketing Manager, Holistiplan

Renan Ronchi

David Sklar got 5x ROI in revenue by deploying Expertise, just from after hours

David Sklar & Associates needed to capture high-intent visitors outside business hours and convert them into consultations.
20% of AI conversations converted into booked meetings; 9x ROI in pipeline within 6 months

20%

Conversations → consultations

24%

Consultations → signed engagements

9x

ROI in 6 months

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.

Archit Gupta

Operations Coordinator, David Sklar & Associates

Archit Gupta

Gutterglove resolved 99% of customer chats without human intervention

Gutterglove needed to reduce repetitive support questions while helping customers find the right products faster.
Expertise AI reduced support interactions by 21% YoY and handled over 99% of chats autonomously

21%

Lower support interactions (YoY)

>99%

Chats handled autonomously

30 min

Setup time

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

Logan Ollinger

How 401GO improved customer experience and uncovered hidden demand with Expertise AI

401GO needed better visibility into customer intent while reducing repetitive support.
Expertise AI uncovered hidden demand and enabled HubSpot-native pipeline workflows

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

Jared Twitchell

Rachel reduced human livechat demand by 94% with Expertise AI

Excel High School needed to reduce live-chat load and capture cleaner data in HubSpot without breaking the bank.
In 90 days, ~94% of 3,500 conversations were resolved by the AI with less than 1% needing live chat

94%

Reduction in livechat demand

3,500+

Conversations in 90 days

< 1%

Live-chat button clicks

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

Rachel Bjerstedt

GIC-GREEN turned Expertise AI into its #1 lead driver

GIC-GREEN relied on forms, phone, and live chat. Reps missed chats, replied too slowly, and support was only available during business hours.
Expertise AI now drives the largest volume of leads, the highest lead value, and the strongest win rate of any channel

#1

Lead channel by volume & win rate

30–40%

Of all leads from Expertise AI

3

Languages supported

Customers literally say, Jeni was so helpful. That's the AI. That's how good this is.

Srdjan

GIC-GREEN

Srdjan

Solimar Systems achieved 99.9% accuracy in technical explanations

Solimar hosts decades of deep technical content. Users struggled to find the right information using conventional search.
Expertise AI surfaces relevant answers from deeply technical material with 99.9% accuracy

99.9%

Accuracy rate

Daily

Usage by support teams

Decades

Of technical content accessible

It's not just about leads. It's about credibility, trust, and giving people real answers when they need them.

Mary Ann Rowan

CXO, Solimar Systems

Mary Ann Rowan

Swimmingly improved resolution rates from 75% to 90%

Rising HubSpot pricing pushed Swimmingly to find a more scalable AI support solution for their seasonal business.
After switching to Expertise AI, automated resolution jumped from 70–75% to 90–95% in just 30 days

90%

Automated resolution rate

30 days

To measurable impact

So far, we're holding at like 90–95%, which is a significant increase.

Kelly Ksiazek

Customer Success Manager, Swimmingly

Kelly Ksiazek

ImagineAI LIVE increased event registrations by 85%

ImagineAI LIVE struggled with manually managing attendee inquiries, leading to missed registrations and overloaded teams.
Expertise AI automated attendee engagement and lead capture, handling 100+ conversations daily

85%

Increase in registrations

100+

Automated conversations daily

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.

Steve M.

Small-Business Owner

Steve M.

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
Visit our Trust Center →
GDPR
SOC 2CCPA compliant
Integrations including HubSpot, Salesforce, Slack, Gmail, and more
Integrations

Works with your stack.Deepest with HubSpot and Salesforce.

First-party integrations built and maintained by us, as trusted partners of both HubSpot and Salesforce. No middleware, no brittle third-party connectors.

Drift is being sunset

Running Drift? You're migrating either way.

Salesloft announced the wind-down in March 2026. The only question is where your playbooks land, and whether the move takes an afternoon or a quarter.

  1. 0130-minute setup, not a re-implementation. Your site, your brand, live the same day.
  2. 02Your playbooks, rebuilt with you. We map qualification flows and routing before you switch anything off.
  3. 03More than Drift did. Visitor identification and declared intent were never in the box you're leaving.
Plan your migration

Frequently Asked Questions

No. Live runs the conversation; Expertise runs what happens after: qualification, routing, and follow-up in your CRM.

GTM teams done with forms, dead chat, and slow follow-up, who want their website to create pipeline, not just collect hand-raises.

Yes, it routes the right motion for each: pipeline to Sales, support to Support, and expansion to the account team.

Yes, any conversation can hand off to a live rep instantly, with full context, the moment intent is highest.

A 30-minute setup, not a re-implementation. We map your qualification flows and routing before you switch anything off, and you gain visitor identification and declared intent Drift never had.

If your website earns attention, it should create pipeline.

Expertise Live wins the conversation while the buyer is there. Expertise turns it into pipeline your team can act on.