Documentation Index
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Expertise AI Docs home page

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?

Transcript and Timestamps

Playbook tools

Playbook API tool docs

ℹ️ If endpoint restricted, please whitelist the following IP addresses: 166.117.15.247 166.117.134.59

Transcript and Timestamps

Tool: Creating Support Tickets Best Practices & Tips

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