AI sales assistant

Introducing Expertise Wingman

Turn any sales process into an agentic workflow in seconds,simply by chatting with Wingman.

Certified by Hubspot

Built for Hubspot-first Companies

Check out our HubSpot Resource Centre
Rating
Momentum LeaderBest Support QualityHigh Performer

If you can write the workflow,
Expertise Wingman can run it.

Explain the workflow

Describe the task in plain language, from routing inbound demand to preparing for a meeting or reviving a stalled deal.

Grant the right access

Connect the systems Wingman needs and choose where approvals are required versus where it can move automatically.

Watch the work get done

Wingman executes across the flow, assembles context, and returns outcomes without forcing reps into manual busywork.

Built to work across your revenue stack and email workflows.

Book a demo

Some workflows Wingman can already take off your team's plate

The real value is connecting the moments before, during, and after revenue-critical interactions so your team spends less time stitching systems together.

Use Case 1

Auto visitor identification and routing

  • Spot the company when a high-intent visitor lands on your site
  • Qualify against ICP, enrich the account, and keep records current
  • Route to the right rep based on territory

Use Case 2

New lead nurture sequence

  • React the moment a new marketing-qualified lead shows up
  • Qualify the account and keep the record aligned
  • Launch a multi-step email sequence toward a 1:1 demo

Use Case 3

Pre-meeting preparation

  • Pull company and contact records ahead of each conversation
  • Research recent activity and review engagement
  • Draft talking points and drop the brief in Slack

Use Case 4

Stalled deal revival

  • Revisit account history when momentum fades
  • Surface the next-best re-engagement angle and draft outreach
  • Stage a revival sequence and send it for approval

Wingman Pricing

Start simple and test how your Wingman fits your process. As adoption grows, credits and integrations help Wingman carry more work.

  • 1 seat
  • 1,000 credits
  • Workflow building by chat
  • Human approval controls

Growth plan

$49/ month
Book a demo
  • 1 seat
  • 5,000 credits
  • Pay-as-you-go: $10 for next 1,000 credits
  • Integrations including Gmail, HubSpot and more

Give Wingman room to operate without giving up control

Wingman is built for teams that care about speed and governance. It can wait for sign-off or execute where your rules are already clear, reducing manual work without sacrificing confidence.

Controlled autonomy

Choose where approvals are required and where execution can proceed automatically.

Operational trust

Delegate repetitive work without creating process sprawl or losing context.

Team alignment

Keep sales, marketing, and operations on one shared workflow language.

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

Frequently Asked Questions

It acts as an AI sales assistant that can execute multi-step workflows across your sales stack, from research and qualification to drafting, routing, and meeting prep.

Let your team focus on selling. Let Wingman handle the setup work.