Chatsimple is live · custom pricing · last verified 24 Oct 2026 · viability healthy
Chatsimple
Expertise AI deploys sales and support AI agents that qualify buyers, book meetings, and resolve customer requests.
The custom-agent workspace and the new video-avatar voice mode are the two things worth a demo. Describe a job, watch it run against Salesforce or Gmail, then hand the saved agent to your team with approvals on. If you only need a FAQ bot on a landing page, this is more machine than you need — and expect a scoping conversation before you see a number.
Verdict generatedVerified 5d ago · liveness 78/100 · cite: rightaichoice.com/tools/chatsimple
- B2B revenue teams that want website visitors qualified and meetings booked without adding SDR headcount
- Support orgs handling routine requests across chat, voice, video, and phone with clean human escalation
- RevOps teams turning repeated CRM cleanup and follow-up drafting into shareable company agents
- Mid-market and enterprise buyers with a security review covering SOC 2 Type II, SOC 3, GDPR, CCPA, and HIPAA
- Small businesses that just want a basic FAQ chatbot with no CRM or workflow setup
- Buyers who want to sign up and pay by credit card without a scoping conversation
- Individual freelancers who don't manage a pipeline or a support queue
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Skip Expertise AI if you want to evaluate a tool by paying for it yourself this afternoon rather than scoping workflows, integrations, and deployment with a sales team first.
Carriers bill inbound and outbound phone minutes separately from the platform, so voice and outbound-calling volume can show up as a line item your sales-agent usage doesn't cover.
Three quote-based tiers — Premier, Enterprise, and Unlimited — all priced Custom against your workflows, integrations, and deployment requirements. Premier fits teams putting agents into production; Enterprise adds dedicated VPS and model choice for complex security or infrastructure needs; Unlimited adds no credit limit plus forward-deployed engineers. Seat-based chat tools like Intercom or Drift give you a public number to start from; Expertise asks for a scoping call instead, which suits
In short
Chatsimple — Expertise AI deploys sales and support AI agents that qualify buyers, book meetings, and resolve customer requests. Best for B2B revenue teams that want website visitors qualified and meetings booked without adding SDR headcount, Support orgs handling routine requests across chat, voice, video, and phone with clean human escalation, RevOps teams turning repeated CRM cleanup and follow-up drafting into shareable company agents. Pricing is on request (custom quotes).
What is Chatsimple?
Chatsimple — Expertise AI deploys sales and support AI agents that qualify buyers, book meetings, and resolve customer requests. Best for B2B revenue teams that want website visitors qualified and meetings booked without adding SDR headcount, Support orgs handling routine requests across chat, voice, video, and phone with clean human escalation, RevOps teams turning repeated CRM cleanup and follow-up drafting into shareable company agents. Pricing is on request (custom quotes).
Expertise AI (formerly Chatsimple) sells customer-facing AI agents for sales and support teams, all drawing on one connected knowledge base. The Sales Agent qualifies a website visitor while intent is high, books the next step, writes context into your CRM, and handles the follow-up admin. The CX Agent covers chat, voice, and phone, and hands a sensitive request to a human with the full thread attached — the vendor's own demo shows a contract question pulling in an accounts rep mid-chat. A custom-agent workspace sits underneath. You describe a repeatable job in plain language, connect Salesforce, Gmail, HubSpot or Sheets, and the run comes back for approval before anything is sent. The vendor's demo has an agent check 42 open Salesforce deals, update 7 records and draft 2 Gmail follow-ups; runs you approve can be saved as company agents and shared with teammates by link, gated by approvals and access controls. The changelog has been busy. A redesigned Leads page (October 7, 2026) separates chat leads from auto-identified visitors with an ICP filter. The website agent and AI agent merged into one dashboard at my.expertise.ai on October 1, 2026. On September 27, 2026, voice AI with a video avatar arrived on the website agent — visitors can hold a live video call, pick a voice and accent, and get spoken answers from site content. Spreadsheet-driven HubSpot updates with dry-run previews and agent version history landed September 25, 2026, and natural-language instructions for the website agent on September 29, 2026. Deployment is where it separates from lighter chat widgets: dedicated VPS, private hosting, open-weight model support, and data residency across Canada, US, Europe and other regions. The company cites 100+ enterprise customers and states SOC 2 Type II, SOC 3, GDPR, CCPA and HIPAA compliance. Pricing is scoped around your workflows and integrations rather than a self-serve checkout.
Key features
- Sales Agent qualifies website visitors, books meetings, and writes context into your CRM
- CX Agent resolves customer requests across chat, voice, and phone
- Custom agents built from plain-language workflow descriptions
- Save any agent run as a company agent and share it with teammates by link
- Approvals and access controls on agent actions, with drafts queued for review
- Voice AI with video avatar — visitors hold a live video call with the website agent
- Natural-language instructions to add PDFs to training, re-read pages, or pause the bot, with diff preview
- Spreadsheet-driven HubSpot updates with dry-run preview before applying
- Agent version history with restore
- Redesigned Leads page splitting chat leads from auto-identified visitors, with ICP filter
- Chat details auto-fill contact forms for one-click send
- Human handoff with full conversation context transferred to the rep
- Multilingual support across 175+ languages
- Outbound phone calling with a self-serve 'call me' demo
- Dedicated VPS, private deployment, open-weight models, and data residency across US, Canada, Europe and other regions
Behind the verdict
We'd reach for Expertise AI when the problem is revenue, not deflection. The Sales Agent books meetings while intent is high and writes the context into the CRM; the CX Agent resolves requests across chat, voice and phone. Both pull from the same knowledge base, so the answer a buyer gets on the pricing page matches the one they get on a call. For a B2B team that wants more qualified pipeline without adding SDR headcount, that's the pitch that matters. The custom-agent workspace is where it earns its keep. Describe a job in plain language, connect your systems, then review the run before it fires. The vendor's Salesforce cleanup demo — 42 deals checked, 7 records updated, 2 follow-ups drafted, nothing sent — is a fair picture of the workflow. Save it as a company agent, share it by link, and the approvals layer stops an agent from emailing a customer unchecked. Recent changelog moves are worth noting. Voice AI with a video avatar on the website agent (September 27, 2026) means visitors can go from typing to a live video call; voice is now on all paid plans. Natural-language instructions let you tell the agent to add a PDF to training or pause the bot, and it shows you a diff before applying. The merged my.expertise.ai dashboard and the redesigned Leads page — chat leads separated from auto-identified visitors, with an ICP filter — cut down on the tab-juggling. Where it bites: this is infrastructure, not a plug-in. Someone on your side has to own training materials, guardrails and approval queues, and the value depends on how clean your knowledge base and CRM actually are. Small businesses that want a basic FAQ widget will pay for VPS, residency and governance they'll never use. The closest alternative depends on your leaning. If you want a lighter chat widget with
Models under the hood
as of 2026-10-25
Limitations
- Pricing lists only Premier and Enterprise tiers without published numbers, and Enterprise adds dedicated VPS infrastructure, private deployment options, and open-weight model support.
- The live evidence names no specific underlying model — only 'open-weight model support' — so the exact model lineup is unverified.
- Docs, developer, and integrations pages were not part of this evidence, so API availability and the integration catalog remain unverified.
as of 2026-10-08
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Is Chatsimple still active?
Chatsimple is live · custom pricing · last verified 24 Oct 2026 · viability healthy.
Viability score
How well maintained and how widely used is Chatsimple? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: October 2026
How we score →What's new in Chatsimple
Checked 6 days agoAcross the latest 7 updates: 6 feature updates and 1 changelog entry.
Redesigned Leads page separates chat leads from auto-identified visitors
Leads page now splits people who talked to the agent from visitors identified automatically, adds an ICP filter, and groups page visits by session with a jump-to-chat link.
Website agent and AI agent merged into one dashboard at my.expertise.ai
Both agents now sit in a single dashboard with a toggle and one login. Old links redirect automatically.
Website agent takes natural-language instructions
Users can ask the AI agent to add a PDF to training, re-read a pricing page, change a playbook or pause the bot; the agent performs the change and shows a diff.
Voice AI with video avatar added to website agent
Visitors can hold a live video call with the website agent. Users pick a voice and accent; answers are spoken in real time from site content. Voice is now on all paid plans.
Spreadsheet-driven HubSpot updates and agent version history
Agent accepts a spreadsheet, previews changes as a dry run, then updates HubSpot. Multiple HubSpot portals supported; agents gained version history with restore.
Chat details auto-fill contact forms
When a visitor gives name, email and intent in chat, the website agent fills the contact form for one-click send, reducing drop-offs.
Faster chat widget shipped
Chat widget performance update released.
What do users say about Chatsimple?
How we verified this
Every listed fact about Chatsimple— pricing, features, links, status — is re-read from the vendor's own pages by our verification pipeline and each change is logged with a date; the last pass ran on 24 Oct 2026. Pages mix model-assisted synthesis with human review; see how we verify.
Verification history
We have re-verified Chatsimple 9 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — changed limitations, pricing page, SSL certificate
- — changed who it suits, summary, description, our verdict, features
- — changed description, features, summary, our verdict, who should skip it, pricing tiers, who it suits
- — changed pricing page, limitations
- — changed integrations, pricing tiers, who should skip it, summary, our verdict, features, description, who it suits
- — changed models, limitations, pricing page
Showing the 6 most recent of 9 verification passes.
Free to cite with attribution — this page re-verifies continuously.
How much does Chatsimple cost in 2026?
Chatsimple: Pricing is on request (custom quotes). Pricing last verified 24 Oct 2026.
Plans compared
Every published Chatsimple tier, its price as the vendor publishes it, who it fits, and what it adds over the tier below. The 12-month cost projection follows.
| Plan | Price | Billing | Who it's for |
|---|---|---|---|
| Premier | Custom | quote | Teams ready to move from AI experimentation to repeatable production workflows across sales, support, and internal ops — you have connected knowledge sources and systems worth wiring up.Adds: Starting tier: Sales Agent, CX Agent, and Custom Agents, connected company knowledge, CRM and business-system integrations, voice/avatar/phone experiences, team sharing, and access controls. |
| Enterprise | Custom | quote | Organizations with complex security, infrastructure, or deployment requirements that can't run agents on shared infrastructure — regulated teams, or those needing specific model control.Adds: Adds dedicated infrastructure / VPS, open-weight model support, and private deployment options on top of everything in Premier. |
| Unlimited | Custom | quote | Large enterprises putting AI into day-to-day operations across multiple teams or high-volume workflows, including those with regional data-residency obligations.Adds: Adds unlimited usage with no credit limit, forward-deployed engineers who design and tune workflows in production, and data residency and sovereignty options. |
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Where the pricing makes sense
The company stage and team size where Chatsimple's pricing actually pencils out — and where peers do it cheaper.
Three quote-based tiers — Premier, Enterprise, and Unlimited — all priced Custom against your workflows, integrations, and deployment requirements. Premier fits teams putting agents into production; Enterprise adds dedicated VPS and model choice for complex security or infrastructure needs; Unlimited adds no credit limit plus forward-deployed engineers. Seat-based chat tools like Intercom or Drift give you a public number to start from; Expertise asks for a scoping call instead, which suits
Has Chatsimple's pricing changed?
Chatsimple's pricing is tracked for changes; the moves we have logged since Aug 2026 are below.
| Date | Change |
|---|---|
| AI Agent Business: $1,250 → $2,000 /mo | |
| Plan removed: AI Agent Growth | |
| New plan: AI Agent Free Preview ($0/mo) | |
| New plan: Booking Free ($0/mo) |
Who should pick Chatsimple?
Pick Chatsimple if you are B2B revenue teams that want website visitors qualified and meetings booked without adding SDR headcount, Support orgs handling routine requests across chat, voice, video, and phone with clean human escalation, RevOps teams turning repeated CRM cleanup and follow-up drafting into shareable company agents, Mid-market and enterprise buyers with a security review covering SOC 2 Type II, SOC 3, GDPR, CCPA, and HIPAA.
Look elsewhere if you are Small businesses that just want a basic FAQ chatbot with no CRM or workflow setup, Buyers who want to sign up and pay by credit card without a scoping conversation, Individual freelancers who don't manage a pipeline or a support queue, Teams unwilling to maintain training materials and guardrails for agent accuracy.
Skip it if Skip Expertise AI if you want to evaluate a tool by paying for it yourself this afternoon rather than scoping workflows, integrations, and deployment with a sales team first.
GeneratedReal-world workflow fit
Concrete scenarios for the personas Chatsimple actually fits — and what changes day-one when you adopt it.
Types 'check my open Salesforce deals for stale stages or no activity in two weeks, clean up the CRM, and draft follow-ups for anyone quiet' into the agent workspace on a Monday morning.
Outcome: Agent pulls the open deals, checks stage and last activity, updates the stale records, and queues follow-up drafts in Gmail for review. The run is saved as a company agent and shared with the sales team so anyone can replay it.
Points the CX Agent at approved knowledge and lets it handle chat, voice, and phone questions, with video switching for customers who'd rather talk than type.
Outcome: Routine requests resolve without a ticket, and anything complex transfers to a human with the full conversation visible — the vendor cites 99% chats resolved autonomously for one customer.
Connects Slack so the agent posts the moment a high-ICP lead starts a chat; the alert carries the ICP score and the AI's reasoning.
Outcome: Reps follow up while the buyer is still on the page instead of hours later, and the conversation URL tracking shows exactly which page drove the engagement.
Use cases
- Qualify website visitors and book meetings automatically while purchase intent is still high.
- Resolve routine support questions across chat, voice, video, and phone, escalating complex cases with full context.
- Run nightly pipeline hygiene: sweep open Salesforce deals for stale stages and draft follow-ups for approval.
- Generate a personalized microsite for each visitor question instead of a plain text answer.
- Alert the sales team in Slack the moment a high-ICP lead lands, with score and reasoning attached.
- Automate pre-call research briefs with account signals and news for every meeting.
- Draft and queue post-demo follow-up emails after each call, pending human approval.
- Handle after-hours and multilingual customer conversations without staffing a night shift.
Setup time & first value
How long it actually takes to get something useful out of Chatsimple — broken out by persona, not the marketing-page minute.
Premier deployments are built with the Expertise AI team rather than self-serve, so expect a scoping and configuration cycle before first value: connecting knowledge sources, wiring CRM, support, email, and calendar, and defining the first agent workflows. Enterprise adds dedicated VPS, private deployment, or model-choice decisions to that path; Unlimited adds forward-deployed engineers who
Switching to or from Chatsimple
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From Drift: migrate your existing playbooks into Sales and CX Agents, keeping chat and voice on one platform instead of two vendors.
- →From Qualified: move conversational marketing flows into Sales Agent qualification and booking, and connect the CRM records it already writes.
- →From Intercom: hand off support conversations to the CX Agent and keep routine resolution on connected knowledge while human handoff preserves context.
- →From a manual SDR research process: encode pre-call brief and pipeline-hygiene steps as custom agents instead of rebuilding them in spreadsheets each week.
- ↗To Intercom: export conversation transcripts and knowledge articles if you need a seat-priced support-first tool with a public rate card.
- ↗To a lighter chat widget: if your real need is an FAQ bot with no CRM writes, a simpler product costs less to run and deploy.
- ↗To an in-house build: if you have engineering capacity and only need one narrow workflow, wiring a model to your CRM may be cheaper than a full platform.
Resources & guides
Tutorials & Learning
YouTube returned 6 videos for “Chatsimple”, and we withheld 6: 6 could not be judged, because “Chatsimple” is a single word that other videos use for other things. We are showing none, because we could not prove any of them are about Chatsimple.
Official links
What are the best Chatsimple alternatives?
The closest alternatives to Chatsimple we list are Drift, Outreach and Apollo.io. Ranked by direct product-type match, not category overlap.
| Alternative | Pricing | Starts at | Last verified |
|---|---|---|---|
| Drift | Contact Sales | Custom pricing | — |
| Outreach | Contact Sales | Custom pricing | — |
| Apollo.io | Freemium | Pricing not published | — |
Alternatives to Chatsimple
View allTools that pair well with Chatsimple
Common stack mates teams adopt alongside Chatsimple, with the specific reason each pairing earns its keep.
Drift
Drift is now 1mind, the AI chat agent that feeds website buyer signal into Salesloft.
Outreach
Agentic AI sales platform where AI agents research accounts, prep meetings, flag deal risk and coach reps
Apollo.io
Apollo.io bundles 240M+ B2B contacts with AI agents that prospect, sequence, dial, and book meetings.
Chatsimple vs its closest rival
Chatsimple's closest head-to-head is with Presto Voice — These tools serve completely different markets. Choose Chatsimple if you run B2B GTM operations and need an AI that automates CRM workflows, signals, and research. Choose Presto Voice if you operate a QSR drive-thru chain and want to automate orders while boosting upsell revenue. They are not competitors—the buyer decision depends purely on your industry and workflow type. Verdict generated
Head-to-head comparisons
Chatsimple vs Presto Voice
These tools serve completely different markets. Choose Chatsimple if you run B2B GTM operations and need an AI that automates CRM workflows, signals, and research. Choose Presto Voice if you operate a QSR drive-thru chain and want to automate orders while boosting upsell revenue. They are not competitors—the buyer decision depends purely on your industry and workflow type.
GeneratedChatsimple vs Truleo
Truleo and Chatsimple are entirely different tools for different audiences. If you're in law enforcement needing to surface leads from siloed data (jail calls, body cameras, RMS), Truleo is your specialized solution. If you're in B2B sales or revenue ops seeking to automate GTM workflows and replace tools like Drift, Chatsimple is the clear choice. Choose based on your domain—not a direct competitor.
GeneratedChatsimple vs Bitsgap
Chatsimple and Bitsgap serve completely different domains. Chatsimple is an AI executive assistant for B2B sales teams, automating CRM workflows and signal detection. Bitsgap is a crypto trading bot platform for automated trading across exchanges. Choose Chatsimple if you need to streamline GTM revenue operations; choose Bitsgap if you want to automate crypto trading with bots and manage a multi-exchange portfolio.
GeneratedFrequently asked questions
Best-of guides
Used Chatsimple? Help shape our editorial sentiment research.