Expertise is an AI assistant built for go-to-market teams. It connects to your CRM, email, calendar, and the rest of your sales stack, then does real work on your behalf: answering questions from your data, drafting and sending outreach, updating records, building reports, and running scheduled tasks.

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Start here

Connect your tools

How connections work, what each auth type means, and how to connect your first tool in under a minute.

Approvals

Expertise asks before it changes anything. How write approvals work and what is always safe.

All integrations

The full catalog: 50 integrations across CRM, email, meetings, docs, support, and automation.

Salesforce

The deepest integration: SOQL, records, reports, and org metadata with approval-gated writes.

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How Expertise uses your connections

Once a tool is connected, you don’t call it directly, you just ask. Expertise picks the right tools, chains them together, and shows you what it did.
“Which of my Salesforce opportunities close this month and have no next step?”
“Draft follow-ups for everyone I met with yesterday, using the Gong call notes.”
“Every Monday at 8am, send me a pipeline summary in Slack.”
Anything that changes data, sending an email, updating a CRM record, creating a ticket, pauses for your approval first. Reading is always safe.