Overview
Expertise AI (site still branded/hosted as chatsimple.ai / formerly Chatsimple) is an AI-driven B2B demand conversion and engagement platform that engages website visitors in real time, qualifies leads, enriches profiles, and routes opportunities into CRM and sales workflows. Core capabilities include personalized conversational engagement to surface intent and qualify prospects, configurable playbooks to mirror sales qualification flows, anonymous visitor identification with firmographic and behavioral signals, Knowledge Base–driven training for AI agents, multi-channel support (website chat, Voice AI, Facebook Messenger, WhatsApp, Instagram DMs), meeting scheduling and routing (Google Calendar integration noted), enrichment and automated data capture, and analytics and pipeline visibility. Higher tiers offer sandbox environments, custom AI agents, custom knowledge bases, priority CSM support, enterprise SAML SSO, and more. The site also publishes a free tools hub (landing page analyzer, OG checker, UTM builder/validator, FAQ generator, HubSpot cost calculator, AI name generators, SEO analyzer, exit-intent modal generator, competitor analysis and case-study generator). Security and compliance: the site mentions SOC 2 Type II and GDPR, data encryption in transit and at rest, opt-out/DNC support, and enterprise security features (SAML SSO on enterprise tier). Proof points published on the site include performance anecdotes (e.g., 22.33% reduction in tickets within 60 days; 84% lift in chat-to-lead conversion; an example where one AI agent influenced hundreds of transactions >$100k revenue in one month). Case studies noted include BigBuy, ImagineAI LIVE, and Gallery Vision. Pricing for core plans is by custom quote and not published; some add-on packs are priced and shown on the site. The site branding uses "Expertise AI" in places while pages remain under chatsimple.ai.
Key Features
Real-time Active Engagement
Personalized conversational engagement to surface visitor intent and qualify prospects in real time.
Custom Playbooks
Capture outbound and qualification flows using your exact sales playbook to standardize conversational qualification.
Visitor Identification
Identify anonymous visitors and surface firmographic and behavioral signals for richer lead profiles.
Knowledge Base & Training Materials
Train AI agents from docs; Knowledge Base size and training material allowances vary by plan.
Multi-channel Support
Support for website chat, Voice AI, Facebook Messenger, WhatsApp, and Instagram DMs for omnichannel engagement.
Meeting Scheduling & Routing
Book meetings and route to the right rep with calendar integration (Google Calendar mentioned).
Who Can Use This Tool?
- B2B Marketing:Use for converting website visitors, ABM engagement, and lead qualification workflows.
- Sales Teams:Use to surface qualified leads, schedule meetings, and route opportunities into CRM.
- Customer Support:Use to reduce ticket load via AI-driven responses and improve self-service outcomes.
Pricing Plans
Starter freemium tier to trial core features and free tools.
- ✓1 AI agent
- ✓Basic Knowledge Base (50 items)
- ✓Up to 10 AI conversations/month
- ✓10 website visitor identifications
- ✓One-way HubSpot integration
- ✓Channel integrations (web chat, social channels)
Mid tier with expanded knowledge base, team management, and enhanced engagement features.
- ✓Builds on Free Plus
- ✓Standard Knowledge Base
- ✓Team Management
- ✓Unlimited AI conversations (per site description)
- ✓Standard visitor identification
- ✓Voice and Active Engagement
- ✓2 AI agents
- ✓Enhanced support
Enterprise tier with custom playbooks, deep integrations, custom agents, and enterprise security.
- ✓Everything in lower tiers
- ✓Custom Playbooks and ABM-level active engagement
- ✓Advanced visitor identification (go-to-market signals)
- ✓Deep two-way integrations (HubSpot, Salesforce, Marketo, LeanData, Zendesk)
- ✓Enterprise SAML SSO
- ✓Custom AI agents and Knowledge Base
- ✓Sandbox environment and Priority CSM support
Pack to extend anonymous visitor identification capacity.
- ✓Extra 200 anonymous visitor identifications per pack
Pack to extend training material / Knowledge Base capacity.
- ✓Extra 1,000 training materials per pack
Pros & Cons
✓ Pros
- ✓Real-time personalized engagement and qualification
- ✓Multi-channel support including Voice AI and social DMs
- ✓Visitor identification and automated enrichment for richer lead profiles
- ✓Configurable playbooks and Knowledge Base–driven agent training
- ✓Free tools hub for diagnostics and content generation
- ✓Enterprise capabilities (custom agents, sandbox, SAML SSO, SOC 2/GDPR mentions)
✗ Cons
- ✗Core plan pricing is custom-quote and not published publicly
- ✗Some feature capacities vary by plan (Knowledge Base sizes, identification counts)
- ✗Higher-tier enterprise features require contact with sales for exact terms and SLAs
Compare with Alternatives
| Feature | Expertise AI (formerly Chatsimple) | SalesCloser AI | Elephant.ai |
|---|---|---|---|
| Pricing | $80/month | N/A | N/A |
| Rating | 8.2/10 | 8.3/10 | 8.4/10 |
| Live Engagement Depth | Real-time active engagement | 24/7 AI sales agents | 24/7 conversational assistant |
| Playbook Customization | Yes | Yes | Yes |
| Visitor Identification | Yes | Partial | Yes |
| Voice & Calling | Partial | Partial | Partial |
| No-code Builder | No | Yes | Yes |
| CRM Integration Depth | CRM push and data enrichment | CRM integrations supported | CRM integrations supported |
| Analytics & Attribution | Analytics dashboard for conversion tracking | ROI focused analytics | Analytics dashboards for performance |
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