Every SaaS founder knows the pain. You drive thousands of visitors to your website. They browse your pages. They leave without converting. Your sales team sits idle while potential customers slip through the cracks. Information overload leaves visitors lost in complex product details. High bounce rates persist despite heavy traffic because there’s no scalable way to engage each visitor. Lead leakage becomes a daily reality as you struggle to filter, enrich, and route top prospects. Traditional sales tools don’t adapt to your sales motion. AI tools lack deep CRM and automation connections. You can’t see how AI influences your pipeline in real time. Hao Sheng built expertise.ai to solve these exact problems. His Inbound AI SDR platform transforms every visitor’s journey with hyper-personalized microsites that engage, qualify, and enrich leads in real time. The platform asks smart, targeted questions using your exact sales playbook. It gathers and enriches visitor profiles with actionable firmographics and behavior insights. Then it instantly connects top prospects to the right sales reps through seamless routing or scheduled meetings.
Q. Hao, visitors often get lost in complex product details. How does Expertise.ai engage every visitor with relevant conversations and content?
Hao Sheng:
Most B2B websites today are static, visitors browse endless pages trying to find what they need. Expertise AI changes that. Our AI agent instantly understands who the visitor is, where they come from, and what they’re looking for. It then tailors every conversation and piece of content in real time. Instead of forcing users to search through menus, the agent proactively guides them to the most relevant product details, case studies, or CTAs, turning confusion into engagement.
Q. Your platform promises to uncover true intent and filter out noise. What specific methods does the AI use to qualify prospects based on a company’s sales playbook?
Hao Sheng:
Expertise AI combines natural language understanding with company-specific qualification logic. We train the AI on each client’s sales playbook: their ICP, key decision criteria, and objection-handling scripts. As visitors engage, the AI detects buying signals, evaluates fit, and tags each lead with custom scoring models. This process uncovers true intent while filtering out casual browsers, ensuring that only high-quality, sales-ready prospects move forward in the funnel.
Q. Many companies struggle with lead leakage. Walk me through how your platform filters, enriches, and routes top prospects.
Hao Sheng:
Lead leakage happens when good prospects fall through the cracks due to slow responses or incomplete data. Expertise AI solves this by automatically qualifying leads in real time, enriching them with firmographic and behavioral data, and routing them to the right rep or system, whether that’s HubSpot, Salesforce, or Slack notifications. The result is a closed loop between marketing and sales where every qualified lead is tracked, enriched, and followed up, without human delay.
Q. Data privacy concerns often hold companies back from adopting AI tools. You’re SOC 2 Type II and GDPR compliant. What does this mean for your customers’ data security?
Hao Sheng:
Data privacy is at the core of our platform. SOC 2 Type II certification and GDPR compliance mean we follow strict controls around data access, encryption, storage, and retention. All customer data is encrypted in transit and at rest. We don’t use customer data for model training or external analytics. Our compliance demonstrates not just technical safeguards but a company-wide culture of security, so enterprises can confidently deploy AI without compromising trust.
Q. Your platform integrates with HubSpot, Salesforce, Zapier, WhatsApp, and Instagram DMs. How do these integrations work together to create complete pipeline visibility?
Hao Sheng:
Expertise AI acts as a central nervous system for engagement and pipeline intelligence. Conversations captured on websites, WhatsApp, or Instagram DMs automatically sync into CRMs like HubSpot and Salesforce through native or Zapier integrations. This creates a unified customer view where every message, lead qualification, and follow-up is tracked across platforms. The result is full-funnel visibility and actionable insights for both marketing and sales teams, enabling faster conversions and better forecasting.
SaaS companies no longer need to choose between scale and personalization. Expertise AI delivers both through AI-driven interactions that capture attention from the first touch. The platform eliminates delays, lost leads, and friction between marketing and sales. It automatically syncs leads, tracks conversations, and updates records across your entire tech stack. Whether through Facebook Messenger, WhatsApp, Instagram DMs, or traditional web chat, prospects connect with your team on their preferred channels. The result? Your sales team always connects with the most informed, high-potential leads. No more guesswork about which prospects matter. No more manual data entry across multiple systems. Just real-time insights into how AI influences your pipeline. For SaaS companies ready to grow without compromising customer experience or leads, this platform offers the infrastructure to scale confidently.
To learn more, visit expertise.ai
