Expertise.ai is an AI-powered **demand conversion platform** that turns website visitors into qualified leads and pipeline by engaging them in personalized, real-time conversations. It functions as an **AI Sales Development Representative (SDR)**, automating visitor engagement, lead qualification, routing, and meeting scheduling directly from your website or messaging channels. The platform supports both **chat and voice AI agents** that follow your sales playbook and capture enriched lead data to integrate with your CRM and workflows.
Use Cases
Real-Time Visitor Engagement
Automatically greet, qualify, and guide website visitors through tailored AI conversations.
Lead Qualification & Routing
Ask intent-driven questions and route high-intent leads to the right sales reps or book meetings.
CRM Enrichment
Capture and enhance visitor data with firmographics and behavioral insights before pushing them to CRM systems like HubSpot or Salesforce.
AI-Driven Sales Playbooks
Replicate your team’s sales process in AI playbooks to maintain consistent qualification flows.
Voice & Messaging Automation
Interact with prospects via voice, Facebook Messenger, WhatsApp, and Instagram while maintaining a seamless experience.
Features & Benefits
Visitor Identification
Detect and profile visitors—even anonymous ones—based on behavior and intent.
Hyper-Personalized Engagement
Deliver tailored content and conversations that adapt to each visitor’s context and needs.
Custom Playbooks
Build AI workflows that mirror your actual sales and support strategies in natural language.
Analytics Dashboard
Track engagement metrics, conversion impact, and AI performance in real time.
Seamless Integrations
Connect with popular CRM and automation tools like HubSpot, Salesforce, Zapier, LeanData, Marketo, and more.
Boosts Pipeline Efficiency
Automates qualification and routing so sales teams focus on high-value interactions.
24/7 Engagement
AI agents never sleep—ensuring no visitor inquiry goes unanswered outside business hours.
Improved Conversion Rates
Personalized AI conversations increase lead capture and booked meetings.
CRM Data Enrichment
Automatically enriches leads before syncing, improving sales context and downstream workflows.
Cons
Setup & Customization Effort
Effectiveness depends on training the AI with quality playbooks and business content.
Cost Consideration
Advanced features, integrations, and enterprise use may require higher-tier pricing plans.
Dependency on Website Traffic
ROI is tied to the volume and quality of inbound visitor traffic. Various strategies may be needed to maximize engagement.
