Documentation Index

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    Expertise
    Expertise Live

    Overview

    • Expertise Live

    Quick start with HubSpot

    • Creating your first agent
    • Connecting to HubSpot
    • Your first playbook: Lead capture & Fieldmapping in HubSpot
    • Getting meetings booked via HubSpot Calendar
    • Understanding Pipeline Impact in the Expertise AI Dashboard
    • Setting up HubSpot Workflows based on Captured Contacts
    • Configuring the Training of the Agent
    • Polishing Appearance
    • Embedding your Agent

    HubSpot how-tos

    • HubSpot Ticket Creation & Status Checks
    • HubSpot Livechat Handoff
    • HubSpot Livechat Auto Assign an Owner
    • Connecting HubSpot Live Chat to different Inboxes
    • Proactive Live Chat Jump in
    • Integrating Expertise Booking with HubSpot
    • Embedding Expertise Booking using HubSpot Form Routing
    • Setting up HubSpot Calendar with Round Robin and Weighted Distribution
    • Setting Up Attribution for HubSpot Forms
    • Setting up HubSpot Form x Expertise AI two way sync
    • Configure to Send All Conversations to HubSpot
    • Leading routing with Expertise AI & HubSpot
    • Connecting Expertise AI with HubSpot Prospecting Agent
    • Getting HubSpot Notifications in Slack
    • Setting Up Ticket Notifications in Slack from Expertise AI HubSpot tickets
    • Getting Expertise AI Notifications in your Microsoft Teams
    • Setting up Analytics Report in HubSpot
    • Resolve “Refuse to connect” issue in a HubSpot Form or Page Redirection
    • Second chatbot showing up on calendar / in chat window bug

    Embedding

    • Custom Built Website Embed Process
    • Google Tag Manager Embed Process
    • WordPress Embed Process
    • Wix Embed Process
    • Webflow Embed Process
    • GoDaddy Embed Process
    • Google Sites Embed Process
    • HubSpot Website Embed Process
    • Embedding the Widget as an iFrame
    • How to Exclude your AI Agent from Certain Pages

    Playbooks

    • Playbooks
    • Getting Started with Playbooks
    • Core Concepts & Structure
    • Complete Playbook Examples
    • Best Practices & Tips
    • Troubleshooting Guide
    • Quick Reference

    Expertise Booking

    • Expertise Booking
    • Getting Started with Booking
    • AI Enrichment & Prospect Research
    • Smart Filtering & Spam Prevention
    • Round Robin Team Scheduling
    • CRM Integration

    Integrations

    • Messenger Integration
    • Zapier Integration
    • Google Tag Manager Integration
    • Marketo Forms Integration
    • Instagram Connection issue

    Widget features

    • Active Engagement Overview
    • Voice AI Overview
    • Understanding Visitor Conversation Initiation Point
    • Opening Reference Links in new / same tab

    Advanced

    • Training Material Overview
    • Optimizing the Base Prompt
    • Viewing 'Original Source' / UTM Info
    • JavaScript API
    • Question & Answer

    For partners

    • Understand why we chose to build Expertise AI
    • What makes ExpertiseAI unique?
    Quick start with HubSpot

    Understanding Pipeline Impact in the Expertise AI Dashboard

    Getting meetings booked via HubSpot CalendarSetting up HubSpot Workflows based on Captured Contacts
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