Expertise Live is the AI agent you embed on your website. It talks to your visitors in real time, answers questions from your training materials, captures and qualifies leads, books meetings, and syncs everything into your CRM.

​
Where to start

  • Quick start with HubSpot: create your first agent, connect HubSpot, capture leads, and book meetings end to end.
  • Embedding: add the agent to any site, with step-by-step guides for WordPress, Wix, Webflow, Shopify, GoDaddy, and more.
  • Playbooks: no-code workflows that control exactly how the agent qualifies, routes, and converts visitors.
  • Expertise Booking: the AI-native calendar with prospect research, smart filtering, and round-robin scheduling.

​
Looking for the sales assistant?

The Expertise tab of these docs covers the Expertise assistant: the all-in-one AI agent that works your pipeline with you from the dashboard, using connections to your CRM, inbox, and calendar.