Last updated 08-31-2026
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Expertise AI (formerly Chatsimple)
Expertise AI is a GTM skills marketplace where operators publish ready-to-run AI playbooks and revenue teams install them on their own stack in one click. Browse skills for stalled-deal rescue, outbound diagnostics, pipeline hygiene, and account research, preview sample outputs, then connect Salesforce, HubSpot, Gmail, or Outlook to run the workflow on live data. Expertise Live, sold separately on the same site, handles website visitor conversations that identify buyers and route qualified leads into your CRM. Signup includes $100 in starting credits with no credit card required.
Most sales automation tools make you configure features from scratch. Expertise packages complete GTM workflows as installable skills from named experts, so a team can run a proven playbook instead of rebuilding prompts and logic. That marketplace model trades blank-slate flexibility for speed when you want a vetted motion someone else already runs at scale.
RevOps leaders, account executives, and B2B sales teams use the assistant side for scheduled pipeline work across seats. Marketing and customer support teams reach for Expertise Live when they want real-time buyer chat, visitor identification, and CRM routing instead of inferred intent scores alone.
Free plan includes 200 credits per day, one seat, and $100 in starting credits at signup
Pro adds 5,000 monthly credits plus 200 daily credits at $40 per user per month billed annually
Install expert-built GTM skills from the marketplace in one click with CRM and inbox connectors
Connects to 30+ integrations including Salesforce, HubSpot, Gong, Slack, and Gmail
Human-approval controls gate CRM and inbox writes before they go live
Expertise Live identifies website visitors, scores ICP fit, and routes conversations to Slack or your CRM
Free tier includes 200 daily credits plus $100 in starting credits with no credit card at signup
Install expert-built GTM skills in one click instead of configuring workflows from scratch
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, SOC 3, 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 website chatbot product lives on a separate Expertise Live page from the skills marketplace
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. New accounts also receive $100 in starting credits, and the signup flow states no credit card is required.
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 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 GTM skills marketplace and assistant for scheduled sales workflows and CRM automation. Expertise Live is the website chatbot product for engaging visitors, identifying buyers, qualifying leads, and booking meetings in real time.
Is customer data secure on Expertise AI?
Expertise AI publishes SOC 2 Type II, SOC 3, 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?
Expertise AI 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.