Playbook

Replicate your sales or support playbooks in natural language

An AI agent that understands your workflow and adapts intuitively

Capture, qualify, and route leads with ease

Seamlessly book meetings, route support, and connect with your tech stack

Build your own Playbook

No credit card required.

Rating
Best Support QualityHigh PerformerMomentum Leader
Playbook Hero
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Launch custom chat journeys based on your exact sales strategy

Features

Natural Language Setup & Smart Validation

Natural Language Setup & Smart Validation

Describe your workflow in natural language; Playbook’s AI rewrites and structures your flow automatically, with built-in validation to ensure quality.

Dynamic Flow Control

Trigger, branch, switch playbooks, and recover from off-topic scenarios, all without breaking the conversation.

Dynamic Flow Control

Real-Time Data Capture & CRM Integration

Auto-extract structured info, qualify leads, and sync seamlessly with HubSpot, Salesforce, and any API.

Real-Time Data Capture & CRM Integration
Built-In Interaction Tools

Built-In Interaction Tools

Embed questions, options, forms, CTAs, calendar links, and live chat, all in one guided experience.

Human Handoff & Smart Routing

Human Handoff & Smart Routing

Escalate instantly to live chat or assign owners by rules like business email, with context-rich transitions.

Template Library & No-Code Launch

Start with proven templates for sales, support, demo booking, and more, then customize and launch playbooks in minutes, no code needed.

Template Library & No-Code Launch

Engage every prospect with personalized workflows

Backed by enterprise grade security & privacy

expertise.ai is SOC2 TypeII 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
  • Support your customer base with opt-out and DNC support
  • All customer data is protected with industry-standard encryption in transit and at rest
GDPR
AICPA-SOCCCPA

Features

Explore the platform

Custom Playbooks
Easily automate your team's best outbound and qualification strategies with tailored AI-driven playbooks.
Visitor Identification
Identify anonymous website visitors who do not fill out forms. Get their real names, email addresses, and company information automatically.
Active Engagement
Trigger real-time, hyper-personalized conversations that guide and convert every visitor.
Knowledge Gap
Flags conversations that reveal gaps in AI knowledge so you can continuously train and improve AI accuracy.
Analytics Dashboard
View real-time reporting on pipeline performance, engagement, and AI-driven outcomes.
Expertise Booking
Book more with streamlined scheduling, prevent unwanted bookings, and get AI-powered prospect insights with every meeting.

Words from customers

Félix Normandin

Within 60 days of launch, we saw 22.33% reduction in tickets.

Circuit Electric

Félix Normandin

Team Lead - CX

Mary Ann Rowan

AI Agent answers instantly and drives conversions with timely live handoffs.

Solimar

Mary Ann Rowan

Chief Experience Officer

Petra Diener

Beyond leads, AI builds trust by giving real answers when needed.

Solimar

Petra Diener

AI Consultant

Tommaso Spagnoli

We're now equipped to grow confidently without compromising customer experience or leads.

Big Buy

Tommaso Spagnoli

Product

Victor Fang

We saw an 84% lift in chat-to-lead conversion rate.

Anchain

Victor Fang

CEO @AnChain.AI

Leszek Krysieniel

We saw the AI agent influence 593 transactions worth over $100,000 in revenue in just one month.

4kraft

Leszek Krysieniel

CEO @4kraft

Common Questions

Simply write out your sales approach, and our AI analyzes and structures it into an automated, multi-step workflow that runs consistently and can be customized anytime.

Qualify and route leads in real time