AI Website Sales Assistant for HubSpot Users

Authors

B2B websites rely heavily on forms and sales calls that slow down the sales process. Meanwhile, today's buyers are frustrated waiting days for responses when they're ready to engage now.

Imagine being able to talk to all your site visitors in real-time

Enter expertise.ai. It converts more site visitors into qualified leads through real-time engagement. And with a native integration to HubSpot calendar, HubSpot Contacts, and more - it's optimized for HubSpot users.

How does this fit with current HubSpot chat offerings?

HubSpot currently offers

a live chat
a rule-based chatbot
and the recently launched AI-Powered Customer Agent

Live chat requires immediate responses, distracting your sales team with unqualified inquiries.

Rules-based chatbots handle only pre-programmed questions, often resulting in poor user experiences.

And Customer Agent, while superb for support, doesn't have much lead capture capability & costs $1 per conversation (potentially thousands monthly for high-traffic sites vs expertise.ai's $150/month unlimited plan).

Our Suggestion

For pages where support is a priority - like your help page - consider HubSpot Customer Agent.

For pages where sales/lead capture is a priority, consider expertise.ai.

Both expertise.ai and HubSpot Customer Agent have the option to decide which URLs to show/hide the agent.

Deploy selectively - URL configuration options

Image: Feature from expertise.ai to hide agent on select pages / conditions

But what sets expertise.ai apart as the ideal sales solution for HubSpot-powered businesses?

#1 Lead Capture

Sales-focused agents need robust lead capture features. While HubSpot Form captures leads, it's not part of their AI Agent.

expertise.ai integrates advanced lead capture directly into conversations.

Calendar

We integrate HubSpot calendar directly into our chat agent, eliminating the need for visitors to click through multiple pages to schedule a meeting. This frictionless booking experience keeps prospects engaged and converts into more appointments for your sales team!

Text-based Calendar Integration:

Voice-based Calendar Integration:

If you're not a calendar guy, no worries. We also allow the option you to build custom flows that capture contact info either using an input form, or in flow during a conversation.

Custom Triggered Contact Form

You can trigger customizable in-agent contact forms to capture specific fields, business emails only, or display under certain conditions. AI-generated prompts based on user questions maximize completion rates.

Asking during a conversation

Finally, there's also the option to ask for user info within the conversation flow.

And all of said info, is then seamlessly auto-sent to HubSpot contacts within 2 minutes of the conversation concluding.

HubSpot CRM integration showing contact data

#2: Proactively Engages Visitors (with UNLIMITED Conversation limit!)

99% of B2B website visitors don't convert, with half showing no engagement at all.

Many prospects leave because they can't find enough information to justify spending more time on your landing page.

expertise.ai actively engages visitors by displaying contextual messages based on their location and browsing behavior, unlike traditional chatbots that sit passively in screen corners.

This 'active engagement' approach shows ~5x higher engagement than traditional chatbots. With unlimited conversations in all paid plans, you won't face rising costs as engagement increases, leading to better visitor experiences and higher conversion rates.

#3 Enrichment

HubSpot provides excellent company-level enrichment capabilities. expertise.ai complements this with additional person-level data (when available and compliant with regulations) and integrates conversation context, giving you increased visibility into who visited your website and what they were interested in. This includes email addresses, LinkedIn profiles, company information, and more—valuable intelligence all sent to your HubSpot contacts for your sales team's follow-up strategy.

#4 Easy to setup, and manage

We've built a process to propagate the fields you capture into whatever fields you like into your HubSpot contacts database.

Field mapping interface showing HubSpot integration configuration

Then trigger whatever workflows makes sense:

Documentation: Creating HubSpot Workflows

#5 Last but not least, we're super easy to set-up

60 seconds for the first-aha moment.

Then another 60 or so seconds to pull in your HubSpot knowledge base.

Embedding on your website is copy-pasting some custom code - which is another few mins of work for developers, and for non-developers we have documentation and an option to book a free call with us for technical help.

Embed process showing how to add custom code to website

Ongoing refinements are simple with our built-in features: custom instruction prompts, debug mode for troubleshooting confusing responses, extensive appearance customization options and more!

In practice, we've seen our clients gain a 20-40% jump in leads captured.

Given the limited set-up effort and sizeable upside, we hope you consider at least trying out our 2-week free trial. Upside is a 20-40% lead capture rate. Downside is just a bit of work.

HubspotHeroSection.headline

受到各种规模销售和营销团队的信赖

HubspotSolutionSection.headline

Read our detailed HubSpot documentation