Expertise AI
Expertise AI is a platform to build, run, share, and own AI agents by installing protected, monetizable “skills” in one click, with enterprise-grade security (SOC 2 Type II/SOC 3) and GDPR compliance plus deep integrations into the tools teams already use.
https://www.expertise.ai/?ref=producthunt
Product Information
Updated:Aug 31, 2026
What is Expertise AI
Expertise AI is an AI agent and workflow platform where experts publish repeatable playbooks as reusable “skills,” and businesses can install and run those skills instantly across their teams. Instead of rebuilding prompts and processes from scratch, teams can browse skills for different parts of the funnel (e.g., deal rescue, outbound diagnostics, email deliverability), deploy them quickly, and standardize how work gets done. The platform emphasizes ownership of outputs (“own everything they build”) and provides enterprise-ready privacy and compliance, including SOC 2 Type II, SOC 3, and GDPR alignment.
Key Features of Expertise AI
Expertise AI is a conversational and voice AI platform built primarily for B2B revenue teams to deploy website-embedded AI agents that engage visitors, qualify intent, enrich lead data, book meetings, and route high-intent conversations to humans. It supports reusable “playbooks/skills” that teams can publish and run consistently, integrates with common revenue tools (e.g., CRM and messaging/automation platforms), and provides analytics/observability to measure performance and improve workflows. The platform emphasizes enterprise-grade security and compliance (SOC 2 Type II, SOC 3, GDPR/CCPA) and offers collaboration and access controls for scaling across teams.
Website AI agent for sales conversations: Deploys an embedded assistant that proactively engages site visitors, answers questions, uncovers intent through guided qualification, and drives conversions rather than acting as a basic FAQ bot.
Playbooks/Skills for repeatable workflows: Lets experts and teams package proven sales workflows as shareable, runnable skills so everyone executes the same qualification, follow-up, and deal-support processes without rebuilding flows each time.
Meeting booking and lead capture: Captures prospect details during chat and can book meetings directly in the conversation, helping convert inbound traffic into scheduled pipeline faster.
Lead enrichment & visitor intelligence: Enhances lead context with enrichment data and can identify some anonymous visitors, improving routing, personalization, and downstream CRM quality.
Integrations with revenue stack + automation: Connects with CRMs like HubSpot and Salesforce and can integrate via tools like Zapier and custom APIs; also supports alerts/hand-offs through team messaging tools for fast follow-up.
Analytics, observability, and enterprise controls: Provides reporting on engagement and outcomes plus observability logs/alerts; supports enterprise security/compliance (SOC 2 Type II, SOC 3, GDPR/CCPA) and SSO (SAML 2.0) with SCIM.
Use Cases of Expertise AI
B2B SaaS inbound lead qualification: Engage product-curious visitors, ask qualification questions, share relevant content, and route only high-intent leads to sales—reducing bounce and increasing qualified meetings.
Professional services lead capture: For agencies/consultancies, the agent can gather project requirements, budget/timeline, and contact info, then schedule discovery calls and log details into the CRM.
Enterprise website conversion optimization: Use proactive engagement and routing to connect key accounts to the right rep, trigger real-time alerts when high-intent visitors are on site, and track pipeline impact via analytics.
Customer-facing triage with human handoff: Handle initial questions and information collection, then route complex or high-value conversations to a human (sales or support) with full context for faster resolution.
Sales team productivity and enablement: Standardize best-practice workflows (e.g., outbound diagnostics, deal rescue, follow-up writing) as skills so reps can execute consistently and reduce manual work.
Pros
Sales-first focus: built to qualify, enrich, and book meetings rather than just deflect support tickets.
Strong integration story for revenue teams (e.g., HubSpot/Salesforce plus automation and alerts) and in-chat handoff.
Enterprise-grade security/compliance posture (SOC 2 Type II, SOC 3, GDPR/CCPA) with SSO/SCIM options.
Analytics/observability to measure outcomes and improve playbooks over time.
Cons
Some advanced capabilities (e.g., deeper routing/analytics) may be gated to higher-tier plans, creating a steep jump for teams needing full functionality.
Positioning is primarily inbound sales on websites, so it may be less suited for support-heavy or omnichannel chatbot needs without additional tooling.
Integrations can vary by plan and environment; some teams may need Zapier/API work for custom stacks.
How to Use Expertise AI
1) Create your Expertise AI account: Go to https://www.expertise.ai/ and sign up (no credit card required).
2) Decide what you’re trying to run (pick a workflow/“skill”): From the site, browse Skills for different parts of the funnel (https://www.expertise.ai/skills). Choose a skill that matches your use case (e.g., Outbound Campaign Diagnostic, Stalled Deal Rescue, President’s Club AE Program, Email Deliverability).
3) Install a skill (one-click): Open the skill page and install it so it’s available to run on your agent. The platform is designed so teams can install and run skills quickly without engineering work.
4) Run the skill with the right inputs: Provide the information the skill needs and run it. Examples based on the listed skills: (a) Outbound Campaign Diagnostic: paste your funnel/activity numbers (dials, connects, replies, meetings) and campaign timing; (b) Stalled Deal Rescue: share the deal context and what stage it’s stuck in; (c) President’s Club AE Program: ask it to plan your day, prep for a call, help follow up, or close out your day; (d) Email Deliverability: share your current setup/symptoms (spam placement, bounce rates, warm-up, domains, DNS records) and follow the guided steps.
5) Use the output as an execution plan (not just advice): Apply the skill’s deliverable directly: diagnostics identify the binding constraint and the one fix for next week; stalled-deal rescue returns a cause-based recovery plan; deliverability provides a step-by-step audit/rescue checklist with checkpoints before moving on.
6) Share the skill with your team so everyone runs the same playbook: Use the share link for the skill so teammates can run the identical workflow instantly—“build it, share the link, and everyone runs the same workflow,” with nothing to rebuild and nothing to set up.
7) Roll it out org-wide (standardize how work gets done): Distribute the skill link(s) across SDRs/AEs/RevOps so the team executes consistent processes for campaign diagnostics, deal rescue, call prep, follow-up, and CRM hygiene.
8) Connect the tools you already live in (optional, when applicable): If your workflow depends on systems like CRM/inbox/calendar/call recorder/dialer/LinkedIn, connect the relevant tools so the agent can operate within your existing stack (as described in the sources).
9) Use it for recurring reporting and performance reviews: For outbound, run the Outbound Campaign Diagnostic weekly/monthly to generate a status report (selling days remaining, current vs target metrics, binding constraint, and next-week fix) and use it for SDR performance reviews or campaign keep/kill decisions.
10) Operate with enterprise security/compliance in mind: If you need to validate security posture for rollout, note the platform states SOC 2 Type II, SOC 3, and GDPR/CCPA compliance, with encryption and strict access controls.
Expertise AI FAQs
Expertise AI is a platform to build, run, share, and own AI agents. Experts can publish their playbooks as protected, monetizable AI skills, and businesses can install those skills in one click, run them on their agents, and own what they build.
Expertise AI Video
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