How long does implementation with Expertise AI typically take?

Implementation typically takes minutes to a few hours

Most teams see initial results within 60 to 120 seconds. Full embedding and CRM synchronization are generally completed in minutes

What to expect during setup

A concise sequence of steps and typical timeframes to expect when implementing the Expertise AI Agent with HubSpot or another CRM.

HubSpot live chat handoff and recommended settings

Expertise AI supports HubSpot live chat handoff so the Agent can transfer conversations to a human when appropriate. It is recommended to collect the visitor’s email before handoff and to set active hours for live chat availability. Configure the playbook with the initialize live chat tool and enable notifications so teams receive alerts in HubSpot or Slack when a handoff is triggered.

See ROI and pipeline impact

Organizations commonly report measurable increases in captured leads and smoother pipeline progression with minimal setup effort. For teams evaluating implementation time versus value, the Expertise AI pipeline calculator can estimate potential pipeline impact and ROI.