What is Expertise AI?
Expertise AI is an AI agent platform developed by Chatsimple Inc. that enables teams to build, run, share, and own AI-driven workflows. The platform hosts a network where domain experts publish operational playbooks as monetizable, installable AI skills. Revenue teams can deploy these pre-configured playbooks onto their own agents to automate tasks such as pipeline hygiene, deal coaching, and outbound diagnostics. Expertise AI connects with existing business software to read information and trigger actions directly inside daily communication and customer relationship management systems.
Expertise AI key features
- Pre-built expert skill marketplace: Provides access to operational playbooks created by revenue practitioners for pipeline hygiene, stalled deal recovery, and outbound campaign audits.
- Go-to-market stack integrations: Connects with existing business software, including CRMs, email inboxes, calendars, dialers, call recorders, and LinkedIn, to read and write data without engineering setup.
- Automated sales workflows: Evaluates deal blockers, generates diagnostic reports from funnel metrics, identifies buying signals, and drafts contextual follow-up emails.
- Team sharing and personalization: Allows users to share custom or installed skills across teams via a single link, automatically adjusting workflows to specific roles, tools, and ideal customer profiles.
- Enterprise security standards: Complies with SOC 2 (Type II), SOC 3, GDPR, and CCPA regulations, offering enterprise SSO (SAML 2.0 and SCIM), encryption, access controls, and activity logging.
Who is Expertise AI for?
Expertise AI is designed for B2B revenue organizations, including RevOps professionals, sales managers, Account Executives, and Sales Development Representatives who want to standardize and automate deal management, outbound diagnostics, and pipeline reviews. It also serves industry experts and consultants who want to package, publish, and monetize their operational playbooks as installable AI skills.