Playbook

用自然语言复制您的销售或支持playbook

理解您的工作流程并直观适应的AI代理

轻松捕获、鉴定和路由潜在客户

无缝预订会议、路由支持并连接到您的技术堆栈

构建您自己的Playbook

无需信用卡。

Rating
Momentum LeaderBest Support QualityHigh Performer
Playbook Hero

基于您确切的销售策略启动自定义聊天旅程

功能

自然语言设置和智能验证

自然语言设置和智能验证

用自然语言描述您的工作流程;Playbook的AI自动重写和构建您的流程,内置验证以确保质量。

动态流程控制

触发、分支、切换playbook,并从偏离主题的场景中恢复,所有这些都不会中断对话。

动态流程控制

实时数据捕获和CRM集成

自动提取结构化信息、鉴定潜在客户,并与HubSpot、Salesforce和任何API无缝同步。

实时数据捕获和CRM集成
内置交互工具

内置交互工具

在一个引导体验中嵌入问题、选项、表单、CTA、日历链接和实时聊天。

人工移交和智能路由

人工移交和智能路由

立即升级到实时聊天或根据业务电子邮件等规则分配所有者,提供丰富的上下文转换。

模板库和无代码启动

从销售、支持、演示预订等经过验证的模板开始,然后在几分钟内自定义和启动playbook,无需编码。

模板库和无代码启动

通过个性化工作流程吸引每个潜在客户

企业级安全和隐私支持

Expertise AI符合SOC 2 Type II和GDPR标准,为您提供同类最佳的支持和隐私保护。这包括通过最先进的加密技术完全保护您的数据

  • 全球扩展业务 - 我们将负责您对当地法规的合规性
  • 端到端加密与针对所有客户数据的严格访问控制
  • 通过退出与DNC支持服务您的客户群
GDPR
SOC 2CCPA compliant

额外的力量 在您需要时

Voice AI
让买家与代理对话而非打字,以便更快获得答案并推进流程。
HubSpot工单管理
自动从对话中创建和分配HubSpot工单,确保不遗漏任何问题。
Playbooks
通过定制的AI驱动手册轻松自动化您团队最佳的外展和资格认定策略。
主动参与
触发实时、超个性化对话,引导和转化每位访客。

让您的网站成为
通往销售管道的最快路径

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

常见问题

只需写下您的销售方法,我们的AI就会分析并将其构建为一致运行且可随时自定义的自动化多步骤工作流程。

实时鉴定和路由潜在客户