Playbook



Descreva seu fluxo de trabalho em linguagem natural; a IA do Playbook reescreve e estrutura seu fluxo automaticamente, com validação integrada para garantir qualidade.
Acione, ramifique, mude playbooks e recupere-se de cenários fora do tópico, tudo sem interromper a conversa.

Extraia automaticamente informações estruturadas, qualifique leads e sincronize sem problemas com HubSpot, Salesforce e qualquer API.


Incorpore perguntas, opções, formulários, CTAs, links de calendário e chat ao vivo, tudo em uma experiência guiada.

Escalone instantaneamente para chat ao vivo ou atribua proprietários por regras como email empresarial, com transições ricas em contexto.
Comece com modelos comprovados para vendas, suporte, reserva de demos e mais, depois personalize e lance playbooks em minutos, sem código necessário.

Expertise AI é compatível com SOC 2 Type II e GDPR oferecendo o melhor suporte e privacidade da categoria. Isso inclui proteção completa dos seus dados com criptografia de ponta
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