Turn customer questions into resolutions and opportunities. We work with your team to connect your knowledge, systems, and workflows, with the controls your business needs.
Start with the workflow you need today. Each agent can be deployed independently, while sharing the same integrations, controls, and enterprise infrastructure.
Engage buyers while they are on your site. Answer questions, qualify intent, book the next step, and pass the right context into your sales systems.
Website conversations and proactive engagementVisitor identification and qualificationPersonalized micrositesMeeting booking and CRM handoffMeet buyers the moment they show intent
Kate : Looking at equipment financing? I can pre-qualify you in under 2 minutes, no credit pull.
Ask our AI Assistant ...
KateBy 
We need to finance six refrigerated trailers, roughly $250K. What rates could we expect?
KateHappy to help. For a fleet purchase that size, terms usually run 36–72 months. Two quick questions so I can pre-qualify you: how long has Northwind Freight been operating, and is the equipment new or used?
Eleven years. New units from a dealer in Ohio.
KateYou pre-qualify for up to $250K over 60 months, no credit pull yet. A specialist can lock the rate. Want to book a time, or should I have someone call you now?
Convert your best employee’s workflow into skills
Analyze churned, inactive, or lapsed customers using prior transactions and recent engagement. Use when asked to build a win-back plan, identify reactivation opportunities, or recover lost revenue.
Connections
Email: Gmail
Email: Outlook
CRM: Salesforce
CRM: HubSpot
Google SheetsSetup
Customer Win-Back Strategistand connect with our company data
Worked for 0s
Skill saved and customized with your company settings. You can now use it.
Hear Navi for yourself. Start a live call below.
Navi
Personal AI Agent
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Choose how you run, host, and scale your AI. The deployment model is designed around your systems, security requirements, and operating environment.
Run high-volume sales and support workflows without metering every interaction.
Unlimited conversationsPredictable deployment economicsBuilt for high production volumeOur deployment team works directly with yours to design the workflow, connect your systems, test real scenarios, and improve it after launch.
Workflow design and integrationsTesting and guardrailsOngoing production tuningMeet your data residency and architecture requirements with flexible hosting, private infrastructure, and open-weight models.
Data residency across supported regions including Canada, the US, and EuropeOpen-weight model supportDedicated infrastructure and VPS optionsChoose how you run, host, and scale your AI. The deployment model is designed around your systems, security requirements, and operating environment.
Run high-volume sales and support workflows without metering every interaction.
Our deployment team works directly with yours to design the workflow, connect your systems, test real scenarios, and improve it after launch.
Meet your data residency and architecture requirements with flexible hosting, private infrastructure, and open-weight models.
and 300+ companies more
Utilities / Support
Policy and account questions, service journeys, routing, and sensitive handoffs.
Customer acquisition and service workflows with governed workflows and human control.
Product discovery, purchase questions, service requests, and complex issue routing.
Complex product questions, customer and partner support, order and service workflows.
Booking and service questions, disruption workflows, coordination, and complex handoffs.
Customer questions, shipment updates, coordination, sales inquiries, and exception handling.
Products, programs, service requests, sales journeys, and customer support.
Qualification, upgrades, billing, account servicing, and technical routing.
ExpertiseAI is SOC2 TypeII and GDPR compliant, giving you best-in-class support and privacy. This includes complete safeguards for your data with state-of-the-art encryption.
Annually audited
Full compliance
SAML 2.0 + SCIM
Logs, analytics, and alerts
“The results have exceeded our expectations, lowering costs and improving customer experience.”
“We’re resolving more than 99% of customer chats without human involvement, something that wasn’t possible before Expertise AI.”
“We saw an 84% lift in chat-to-lead conversion rate. Almost overnight, the agent connected us with real prospects.”
“We captured so many leads that we otherwise wouldn’t have without the bot.”
“Expertise AI was actually better than the HubSpot chatbot, at a lower cost. It uncovered demand we couldn’t see.”
Bring us the customer journey or service workflow you want to improve. We’ll help scope the outcome, systems, boundaries and deployment path.
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