Expertise AI is a platform where go-to-market experts package their sales and revenue-ops playbooks into protected AI skills, then license them to businesses on a subscription. A company installs a skill, runs it on its own AI agent, and pays the expert who built it — the expert's know-how stays "run only," not copyable.
Short answer: Expertise AI lets GTM experts sell playbooks as installable AI skills, and lets businesses run an AI agent (Free Preview at $0, Business at $2,000/month, Enterprise custom) trained on those skills for lead qualification, booking, and pipeline hygiene. It launched its third Product Hunt release on August 26, 2026, and individual expert skills, like a $200/month pipeline-hygiene playbook, are priced separately from the core agent plans.
When I tested the sign-up flow, the pricing page, and the skills storefront, one thing became clear fast. This isn't a single product with one price tag. It's closer to an app store bolted onto a website AI agent, and that structure changes how you should evaluate it. Here's what setup actually involves, what things cost, and where I'd want more clarity before committing budget.
What you'll need
You need a business website the agent can sit on. Expertise AI's core product is a conversational AI that engages your site visitors and qualifies them in real time. If you want the sales side, HubSpot or Salesforce access matters. The Business and Enterprise agent tiers both lean on CRM sync, and Enterprise adds Marketo and LeanData. If you're buying a specific expert's skill instead of building your own, budget separately for that. Skills like a $200/month "Pipeline Hygiene OS" playbook bill on top of whatever agent plan you're already on. You don't need to write your own playbook from scratch — the pitch is that someone else already did. But you do need clarity on which workflow (lead qualification, booking, or pipeline cleanup) you're fixing first, since the platform bundles several distinct products under one brand.
Step-by-step: Setting up Expertise AI
1. Pick which product you actually need
Expertise AI isn't one thing. There's the AI Agent (the website-facing conversational tool), the Expertise Assistant (a task-automation layer with credit-based pricing), and a separate Booking system. Decide which problem you're solving before you sign up, since each has its own plan structure.
2. Create a free account
Sign up at expertise.ai for the Free Preview tier — 1 AI agent, 10 conversations, and up to 50 training materials, no card required. New accounts also get $100 in credits to start.
3. Train the agent or install a skill
You can upload your own training materials and build a playbook from scratch, or browse the Expert Network marketplace and install a pre-built skill from another GTM practitioner. Installed skills run on your agent but stay protected — you're licensing the logic, not buying a copy of it.
4. Connect your CRM and channels
Business-tier accounts get HubSpot integration with two-way sync; Enterprise adds Salesforce, SSO, and API access. In my read of the pricing page, this connection step is what unlocks the "visitor intelligence" and lead-routing features — without it, the agent can chat but can't act on what it learns.
5. Turn on voice or booking, if you need it
The Business plan includes 300 minutes of voice AI per month for visitors who'd rather talk than type. Booking runs as its own line item — free, or $24/month (billed annually) for the Pro tier if you need more than basic scheduling.
6. Pick a plan and monitor usage
Free Preview caps out fast at 10 conversations. If you're testing with real traffic, expect to hit Business-tier territory ($2,000/month) once you're past a handful of visitors a day, since that tier is scoped for up to 50,000 monthly visitors.
Example prompts you can copy
Whether you're training your own skill or briefing the marketplace search, specificity is what separates a useful agent from a generic chatbot:
- "Qualify visitors who land on our pricing page by asking their team size and current tool, then route anyone over 50 seats to a live rep."
- "When a visitor's answers match our churn-risk profile, don't offer a demo — offer a support article instead and log the session."
- "Summarize this call transcript into three follow-up tasks for the account owner, tagged by urgency."
- "Search the Expert Network for a playbook built specifically for [your industry] pipeline hygiene, not generic lead scoring."
Vague instructions like "help visitors" produce a generic bot. Naming the trigger, the decision, and the output gives the agent something to act on.
Common mistakes to avoid
The mistake I'd flag first: building a real workflow on Free Preview's 10 conversations, then getting surprised when real traffic forces you into Business tier's $2,000/month. Plan for that jump before you invest setup time. Second, installing a marketplace skill without checking whether it matches your CRM. Some skills assume HubSpot; if you're on Salesforce, confirm compatibility first, since that only ships on Enterprise. Third, treating the "protected, can't be copied" pitch as a guarantee your own account data is equally locked down. Read the actual data retention terms instead of the marketing line. Fourth, skipping the training-materials step and expecting the agent to qualify leads well out of the box. The Free tier's 50-material cap is a real limit. Fifth, conflating the three products. Agent, Assistant, and Booking each bill separately, so it's easy to think you're paying for one platform when you're stacking three.
Expertise AI vs. MindPal at a glance
| Expertise AI | MindPal | |
|---|---|---|
| Core idea | Website AI agent + marketplace for paid GTM skills | Build AI agents and multi-agent workflows from your own expertise |
| Free tier | Free Preview: 1 agent, 10 conversations, 50 training materials | Free: 100 AI credits, 1 agent, 1 workflow |
| Paid entry point | Business: $2,000/month (up to 50k visitors) | Pro: $39/month ($468/year), 6,000 AI credits/month |
| CRM integration | HubSpot (Business), + Salesforce, SSO (Enterprise) | Not CRM-specific; general-purpose workflow builder |
| Marketplace | Yes — license other experts' skills for a monthly fee | No dedicated skills marketplace |
| Best for | B2B teams wanting a website agent tied into sales tooling | Teams building custom AI agents without CRM lock-in |
I confirmed Expertise AI's tiers on its own pricing page and MindPal's Pro plan across its pricing page and cross-checked search results, both current as of August 26, 2026. Check both live pages before budgeting — usage-based tiers like these shift often.
Tools that make this easier
If lead qualification and follow-up are the piece you're actually trying to fix, my SalesCloser.ai review covers a narrower AI sales-call tool that's cheaper to test than Expertise AI's Business tier. Small teams unsure whether a $2,000/month platform is worth it next to everything else on the budget should read best AI tool for small business first. For the data-collection side of the same workflow — pulling structured answers out of a conversation — Jotform AI Data Assistant is a cheaper, more focused option. If you want an agent that can go do multi-step tasks rather than just chat with visitors, how to use ChatGPT Agent Mode walks through a general-purpose alternative. And if you're the one writing the playbook a skill gets built from, AI writing assistant covers tools for drafting that content faster. Worth reading before you trust any agent's autonomous decisions with real leads: AI agents lie, cheat and steal, on where agentic AI still breaks trust.
My take
The marketplace idea is the genuinely interesting part of Expertise AI. Paying a GTM expert for a "run only" skill instead of hiring a consultant to write you a playbook once is a reasonable answer to how expertise actually gets reused. But the pricing structure works against clarity. Three separate products (Agent, Assistant, Booking), each with its own tiers, means the number you see on Product Hunt isn't the number you'll actually pay once you've connected a CRM and installed a marketplace skill. The $2,000/month Business tier is a real commitment for a mid-size team. I couldn't confirm from the public pricing page how many marketplace skills that fee includes versus bills separately. Start on Free Preview, install one marketplace skill against a real workflow, not a hypothetical one, and get a specific quote before you assume the sticker price is the whole bill.
Frequently Asked Questions
Is Expertise AI free?
There's a genuine Free Preview tier — 1 AI agent, 10 conversations, and 50 training materials, no card required, plus $100 in starting credits. Real usage past that requires the Business tier at $2,000/month or a custom Enterprise plan.
How long does it take to set up Expertise AI?
Creating an account and connecting a basic agent takes minutes. Getting it production-ready takes longer — uploading training materials, connecting HubSpot or Salesforce, and testing a marketplace skill against real visitor traffic is a multi-day process, not a one-click setup.
What is the easiest way to use Expertise AI?
Start on Free Preview with your own training materials before buying a marketplace skill. That way you know what a working baseline looks like, and you can judge whether a paid skill is actually solving a gap or just adding cost.
Does Expertise AI replace my CRM?
No. It integrates with HubSpot on the Business tier and adds Salesforce on Enterprise, but it's an agent layer that acts on your CRM data, not a replacement for it.
How is Expertise AI different from MindPal?
Expertise AI is built around a website-facing sales agent plus a marketplace for licensing other experts' GTM playbooks, starting at $2,000/month for real usage. MindPal is a general-purpose AI agent and workflow builder with no CRM-specific focus and a much lower entry price at $39/month. If your need is specifically a sales agent tied to HubSpot or Salesforce, Expertise AI is the more targeted (and more expensive) option.