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
Momentum LeaderBest Support QualityHigh Performer
Playbook Hero

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 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
GDPR
SOC 2CCPA compliant

Extra power when you need it

Voice AI
Let buyers speak to the agent instead of typing, so they can get answers and move forward faster.
HubSpot Ticketing
Automatically create and route HubSpot tickets from conversations so nothing slips through the cracks.
Playbooks
Easily automate your team's best outbound and qualification strategies with tailored AI-driven playbooks.
Active Engagement
Trigger real-time, hyper-personalized conversations that guide and convert every visitor.

Make your website
the fastest path to pipeline

Circuit Electric

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

Félix Normandin

Félix Normandin

Team Lead & CX, Electric Circuit

Holistiplan

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

Renan Ronchi

Renan Ronchi

Lifecycle Marketing Manager, Holistiplan

David Sklar & Associates

With Expertise AI, we achieved a 24% close rate for consultations turning into signed engagements. That was amazing.

Archit Gupta

Archit Gupta

Operations Coordinator, David Sklar & Associates

401GO

What I was pleasantly surprised to find is that Expertise AI was actually better than the HubSpot chatbot at a lower cost.

Jared Twitchell

Jared Twitchell

VP of Digital Enablement, 401GO

Gutterglove

We’re resolving more than 99% of customer chats without human involvement, something that wasn’t possible before Expertise AI.

Logan Ollinger

Logan Ollinger

Customer Experience Manager, Gutterglove

SafeCheck

I would recommend it to everyone, except a competitor.

Domenic Pedulla

President, SafeCheck

Swimmingly

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

Kelly Ksiazek

Kelly Ksiazek

Customer Success Manager, Swimmingly

Excel High School

I have been impressed. I think you guys did such an amazing job. I cannot speak highly enough.

Rachel Bjerstedt

Rachel Bjerstedt

HubSpot Power User, Excel High School

Solimar

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

Mary Ann Rowan

Mary Ann Rowan

Chief Experience Officer, Solimar Systems

Solimar

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

Petra Diener

Petra Diener

AI Consultant, Solimar Systems

Anchain

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

Victor Fang

Victor Fang

CEO, AnChain.AI

4kraft

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

Leszek Krysieniel

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