Last updated 06-29-2026
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Expertise AI (formerly Chatsimple)
Expertise AI is an executive assistant built for account executives who spend most of the week on admin instead of selling. You describe tasks in plain language, connect your CRM and inbox, and the product turns that into scheduled workflows that run in the background.
The homepage positions it around pipeline work: pre-call research briefs, post-demo follow-ups, pipeline hygiene sweeps, competitor mention alerts, and inbound lead enrichment. Integrations include Salesforce, HubSpot, Gong, Slack, Gmail, Google Calendar, LinkedIn, and Apollo.
Chatsimple Inc. still operates the brand. The company also offers Expertise Live, a separate website chatbot product for visitor engagement and meeting booking, but chatsimple.ai now leads with the AE assistant experience.
Teams get human-approval controls before CRM writes go live, credit-based billing with a free tier, and enterprise security certifications including SOC 2 Type II, GDPR, and CCPA.
Turn plain-English task descriptions into scheduled agent workflows in seconds
Hooks into 30+ tools including Salesforce, HubSpot, Gong, Slack, and LinkedIn
Runs recurring jobs like pre-call briefs, pipeline sweeps, and follow-up drafts
Human approval queue before changes hit your CRM or inbox
Tracks buying signals, deal risk, and account discovery across your market
Free tier includes 200 credits per day with no credit card required
Free tier offers 200 daily credits with no credit card required at signup.
Connects to 30+ sales tools including Salesforce, HubSpot, Gong, and Slack.
Human-approval controls limit surprise CRM or inbox changes.
Published SOC 2 Type II, GDPR, and CCPA compliance with a public trust center.
Unused credits do not roll over on Free or Pro except bonus credits.
Team pricing requires a sales conversation for custom credit pools.
The legacy website chatbot product now lives on a separate Expertise Live page.
Does Expertise AI have a free plan?
Yes. Expertise AI offers a Free plan at $0 per month with 200 credits per day, workflow building by chat, core integrations, human-approval controls, and one seat. The signup flow states no credit card is required to get started.
What sales tools does Expertise AI integrate with?
Expertise AI connects to more than 30 integrations, including Salesforce, HubSpot, Gong, Slack, Gmail, Google Calendar, LinkedIn, and Apollo. Pro unlocks the full integration set, while the Free plan includes core integrations.
Will Expertise AI update my CRM without permission?
Expertise AI includes human-approval controls. Workflows can read from and write to connected tools, but the product is designed so reps approve actions that need a human before they go live in the CRM or inbox.
What is the difference between Expertise AI and Expertise Live?
Expertise AI is the executive assistant for account executives, focused on scheduled sales workflows and CRM automation. Expertise Live is the website chatbot product for engaging visitors, qualifying leads, and booking meetings in real time.
Is customer data secure on Expertise AI?
Expertise AI publishes SOC 2 Type II, GDPR, and CCPA compliance on its site and maintains a trust center. The security page describes token-based authentication, encrypted transport, RBAC, rate limiting, and antivirus scanning for uploaded files.
How does Expertise AI pricing work for teams?
Individual plans include Free and Pro. Pro costs $40 per user per month when billed annually and includes 5,000 monthly credits plus 200 daily credits. Team and Scale is a custom plan with shared billing, admin controls, and volume credit pricing through sales.