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description=Expertise is your AI sales assistant. Connect the tools you already use and ask it to do real work: research, outreach, CRM updates, reporting, and scheduled automations.;

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Text of the page (most frequently used words):
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Text of the page (random words):
expertise ai documentation expertise ai docs documentation index fetch the complete documentation index at llms txt use this file to discover all available pages before exploring further expertise ai docs home page search k search navigation getting started expertise ai documentation expertise expertise live getting started expertise ai documentation connecting your tools approvals how expertise stays safe dashboard guide approvals scheduled tasks skills me company training materials connections connections all integrations crm salesforce hubspot microsoft dynamics 365 pipedrive attio close crm folk sales prospecting salesloft apollo linkedin zoominfo snitcher expertise enrichment email messaging gmail microsoft outlook slack slack assistant channel microsoft teams discord calendar meetings google calendar calendly zoom google meet gong fireflies tl dv granola docs files data google docs google drive google sheets google slides microsoft onedrive notion airtable pandadoc project dev tools jira linear asana monday com clickup github support community zendesk intercom reddit billing analytics stripe posthog automation zapier make n8n expertise platform expertise live on this page start here how expertise uses your connections getting started expertise ai documentation expertise is your ai sales assistant connect the tools you already use and ask it to do real work research outreach crm updates reporting and scheduled automations expertise is an ai assistant built for go to market teams it connects to your crm email calendar and the rest of your sales stack then does real work on your behalf answering questions from your data drafting and sending outreach updating records building reports and running scheduled tasks start here connect your tools how connections work what each auth type means and how to connect your first tool in under a minute approvals expertise asks before it changes anything how write approvals work and what is always safe all integrations the full catalog 50 integrations across crm email meetings docs support and automation salesforce the deepest integration soql records reports and org metadata with approval gated writes dashboard guide a tour of every tab in the expertise dashboard approvals scheduled tasks skills me company training materials and connections expertise live the ai agent for your website capture leads book meetings and answer visitor questions quick starts embedding and playbooks how expertise uses your connections once a tool is connected you don t call it directly you just ask expertise picks the right tools chains them together and shows you what it did which of my salesforce opportunities close this month and have no next step draft follow ups for everyone i met with yesterday using the gong call notes every monday at 8am send me a pipeline summary in slack anything that changes data sending an email updating a crm record creating a ticket pauses for your approval first reading is always safe connecting your tools i linkedin powered by this documentation is built and hosted on mintlify a developer documentation platform