What is Warmly AI?

Warmly AI is a platform designed to identify, prioritize, and automatically convert the warmest prospects in a business’s pipeline. At its core, it is an AI-driven intent platform and sales orchestration tool. It leverages a blend of first, second, and third-party data to de-anonymize website visitors down to the individual level, not just the company level.

The platform monitors critical "buying intent signals" in real-time to generate a dynamic, constantly updated ranking of every prospect's readiness to purchase. This allows sales and marketing teams to execute hyper-personalized campaigns and outreach precisely when the prospect's interest is at its peak. 

Essentially, Warmly brings predictability and precision to the top and middle of the sales funnel by illuminating the "dark funnel" of buyer research.

Here’s a quick video walkthrough to help you get familiar with Warmly AI:

What Problems Does Warmly AI Solve?

Warmly primarily solves the critical problem of timing and efficiency in GTM (Go-to-Market) motions. Traditional processes suffer from three key issues:

1. Anonymity: Websites generate traffic, but teams lack visibility into which individuals or companies are visiting and what their true intent is.
2. Timing Disconnect: Leads are often pursued too early or too late, leading to wasted effort, low conversion rates, and friction between marketing and sales.
3. Lack of Personalization at Scale: Sales teams struggle to create truly personalized, contextually relevant outreach without spending hours on manual research.

Warmly addresses this by automating lead identification and using sophisticated AI models to trigger engagement at the optimal moment, ensuring the message is always relevant to the prospect’s most recent activity.

Who Should Use Warmly AI?

Warmly is best suited for Mid-Market and Enterprise B2B organizations that already have significant web traffic or a clearly defined Ideal Customer Profile (ICP). Given the high starting price points (paid plans typically start in the high hundreds to low thousands of dollars per month, often billed annually), it's a strategic investment for teams with existing revenue generation goals that need to be scaled and optimized.

• Demand Generation Teams: Those looking to maximize ROI on web traffic and focus ad spending on known, high-intent accounts.
• Sales Development Representatives (SDRs): Teams seeking to shift from high-volume cold outreach to low-volume, high-precision "warm" outreach using context-rich data.
• Revenue Operations (RevOps) Leaders: Individuals focused on aligning sales and marketing handoffs, ensuring accurate attribution, and building predictable pipeline generation models.

What Can Warmly AI Be Used For?

Warmly's utility spans the entire GTM lifecycle, moving from data gathering to automated conversion actions:

1. Real-Time Lead Prioritization: Warmly’s proprietary AI models analyze 1st, 2nd, and 3rd party signals to generate a “readiness to buy” score. These include pricing page views and product usage (1st party), job changes or new hires (2nd party), and keyword research or competitor tracking (3rd party). This enables teams to instantly know the best next step for every prospect.
2. Autonomous Lead Engagement (AI SDR / AI Marketing Ops): Specialized AI agents manage engagement workflows. The AI SDR handles personalized outbound prospecting via email and LinkedIn, crafting hyper-relevant messages from gathered intent data. The AI Marketing Ops agent routes warm leads, alerts sales in real time via Slack or Teams, and triggers campaigns for high-intent prospects.
3. Hyper-Targeted Campaigns: Marketers can use the AI Demand Gen tool to segment their Total Addressable Market (TAM) by intent level, creating dynamic ad audiences and personalized website experiences that adapt to visitor behavior.
4. Sales/Marketing Alignment: With a unified, signal-based approach, Warmly keeps marketing and sales perfectly synced on when a lead is qualified and ready for outreach—eliminating friction and missed opportunities.

How Should You Use Warmly AI?

This guide provides a clear, step-by-step process for setting up and using Warmly AI to identify, prioritize, and engage high-intent prospects. It outlines key actions—from installation to integration and automation—to help your team leverage Warmly effectively across sales and marketing operations.

Step 1 — Open Warmly & sign in

Go to your Warmly login page and sign in with your account credentials (SSO or email/password).

Step 2 — Install the site snippet (paste code into your <head>)

In Warmly, locate the installation snippet (often under Settings → Install, Setup, or Tracking). Copy the provided JavaScript/HTML code and paste it into the <head> tag of your website (or your CMS/global header template). If you use Google Tag Manager, you can deploy it there instead.

Step 3 — Integrate Slack (notifications)

In Warmly, open Integrations (or Notifications) → choose Slack → authorize your workspace and select the channel to receive alerts. Configure what triggers a Slack alert (e.g., any visit, hot leads, or specific pages).

Step 4 — Prospect for leads by creating a segment

Go to Audience / Segments / ICP Builder. Create a new segment by adding filters (firmographics, technographics, page behaviors, UTM, signal type). Save the segment for outreach, scoring, or campaign targeting.

Step 5 — Add a teammate (invite users)

Navigate to Settings → Team / Users → Invite a new team member by email. Choose role/permissions (Admin, Sales, Viewer, etc.) and assign relevant workspaces or segments.

Step 6 — Add UTM parameters to links (tracking & attribution)

Append UTMs to your marketing links (e.g., ?utm_source=newsletter&utm_medium=email&utm_campaign=spring_launch). Use UTM tags in ad URLs, emails, and landing pages. Warmly will pick these up to attribute visits and build segments.

What are the Key Features and Benefits of Warmly AI?

Warmly's differentiating factor lies in its comprehensive integration of AI across data, scoring, and execution layers.

• Data Foundation: The system employs person-level de-anonymization, using machine learning models to identify individual website visitors rather than just company IP addresses, all while maintaining enterprise-level compliance. This provides actionable context and allows sales representatives to target the right decision-makers immediately.
• Prioritization: Through real-time signal monitoring, AI processes a wide range of first-, second-, and third-party signals—such as keyword surges and job changes—to generate a dynamic, adaptive lead score. This eliminates guesswork and ensures that resources are always directed toward prospects with the highest current readiness to buy.
• Execution: The platform includes AI SDR and AI Marketing Ops capabilities—autonomous agents that orchestrate multi-channel outreach (email, LinkedIn, chat) and internal routing based on intent triggers. This dramatically speeds up time-to-lead engagement, enables true personalization at scale, and operates 24/7 without requiring human intervention for initial qualification.
• Intelligence AI Copilots: assist human representatives by drafting context-rich, personalized emails and messages using all available intent data. This reduces manual research time, allowing sales reps to focus on closing deals rather than prospecting, and ensures consistently high-quality outreach.

What Makes Warmly AI Different?

While many platforms offer website visitor identification or lead scoring, Warmly’s differentiation hinges on three pillars:

1. Person-Level Granularity: Most competitors offer account-level identification (which company visited). Warmly focuses on de-anonymizing down to the person level and monitoring signals at that depth, making the outreach precise and stakeholder-relevant.
2. Signal Aggregation and Weighting: Warmly combines four distinct signal categories—1st party (on-site), 2nd party (social/employment), 3rd party (research/competitor), and B2B enrichment data—into a single, unified AI scoring system. This holistic approach provides a richer and more accurate view of intent than siloed data sources.
3. Autonomous Orchestration: Warmly moves beyond just providing data; it automates the action based on that data. The suite of AI agents (SDR, Marketing Ops, Demand Gen) allows companies to put intent-based GTM playbooks on autopilot, converting data into pipeline with minimal manual oversight.

Final Thoughts on Warmly AI

Warmly AI transforms B2B lead generation by shifting from broad outreach to signal-based conversion. It uses AI not only for data analysis but also to automate workflows, helping teams improve efficiency and personalization at scale. For companies with strong web traffic, Warmly realigns sales and marketing around real-time buyer intent—shortening sales cycles and creating a more predictable pipeline. Though a premium solution, its ability to maximize existing traffic and help SDRs focus on high-quality leads delivers strong ROI for growing revenue teams.

Frequently Asked Questions