What is the 'Context Graph'?

It's a unified data layer that ingests and stores every interaction (site visits, emails, CRM activity) into a single activity ledger for each entity, providing full context to the AI agents.

What's the difference between the TAM Agent and Inbound Agent?

The TAM Agent orchestrates proactive outbound campaigns to a target market. The Inbound Agent engages and converts visitors who come to your website.

How does the AI Chatbot work with the Context Graph?

The AI Chatbot queries the Context Graph in real-time during a conversation to access the visitor's full history and provide contextual, human-like responses.

What integrations are supported?

Integrates with 40+ tools including CRMs (Salesforce, HubSpot), Slack, and website data providers, via webhooks and direct connections.

What is the ML Intent Scoring?

A proprietary machine learning model that scores accounts based on aggregated signals (web behavior, social activity, research intent) to predict purchase readiness.

Directory/Marketing/Sales Intelligence/Warmly

Warmly

Warmly is a Go-To-Market (GTM) platform that uses AI to de-anonymize website visitors at the person level, engage them with personalized AI chat, and orchestrate multi-channel outbound campaigns. It combines inbound and outbound agents into a unified system, powered by a proprietary 'Context Graph' that unifies all customer interaction data (web visits, emails, meetings, CRM data) into a single profile for intelligent action. The platform is designed for sales, marketing, and revenue operations teams looking to automate lead qualification, book meetings, and build pipeline at scale. Key capabilities include real-time website visitor identification, AI-powered chatbots and landing pages, lead routing, intent signal tracking (1st, 2nd, and 3rd party), and coordinated outreach via email and LinkedIn ads. Warmly targets mid-market and enterprise B2B companies seeking to replace fragmented point solutions with a single AI-driven GTM brain.

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Added on

Sep 19, 2026

Visitor DeanonymizationAI Chat AgentIntent SignalsOutbound OrchestrationUnified Data GraphColdly Database

Product information

Everything worth knowing about Warmly

The complete picture — from everyday features to the technical detail builders and IT folks dig for.

Core features

What it actually does

AI Web-Deanonymization

Identifies anonymous website visitors at the person and company level, providing contact information and ICP filtering.

Inbound Chat & Autopilot

AI-powered chatbot engages visitors in real-time with goal-setting, qualification, and automated follow-ups.

Context Graph

Unified data layer aggregating all activity (site visits, emails, calls, CRM data) into a living market model for AI agents.

TAM Agent Orchestration

Automates outbound by building dynamic audiences, scoring intent, and running coordinated email + LinkedIn ad campaigns.

Multichannel Signals

Collects 1st, 2nd, and 3rd party intent signals (web behavior, social activity, research intent) for real-time prioritization.

Technical capabilities

Coldly Database & Enrichment

Access to a verified database of 220M+ people and 40M+ companies for contact data and full enrichment.

40+ Integrations & API/MCP Access

Connects to CRM, SEP, Slack, and other tools; offers API and MCP for custom development.

Must watch videos

2:21

Tutorial2:21

Warmly's MCP Connector is live!

It connects your Warmly signal data directly to Claude - so you can pull warm visitors, accounts, and contacts, enrich them, and push them to your tools in one conversation. Here's what the workflow looks like: Pull - Ask Claude to pull your warm visitors and accounts from Warmly. You see who's been on your site, what they looked at, and how warm they are. Enrich - Connect LeadIQ to get the full buying committee in seconds. No separate research window. No manual lookup. Push - Send contacts straight to HeyReach to kick off a sequence, to HubSpot, Customer.io, Gmail, Slack, LinkedIn Ads, Meta Ads - whatever you're already connected to. Automate - Set up a routine that runs every morning on its own. Warm visitor pull, enrichment, push to sequences. Done before your team starts their day. What used to take 45 minutes now takes 5. And it runs on autopilot. This is just the start. Next, we're adding 2nd and 3rd party signals: chat engagers, hiring signals, growth signals, research signals, and more.

Inside Warmly's AI Autopilot — Full Walkthrough

4:35

Tutorial4:35

Inside Warmly's AI Autopilot — Full Walkthrough

A 4-minute walkthrough of Warmly's AI Autopilot — the always-on AI sales agent that lives on your website 24/7. Max (CEO) walks through AI Studio, goal configuration, qualification rules, on-the-fly slide generation, video playback by intent, and the conversation reports that show the agent's reasoning trace. → Quick 1-min reel: https://www.youtube.com/watch?v=EHybZmEzyTs → Try AI Autopilot: https://www.warmly.ai/book-a-demo → Free tier (500 credits): https://www.warmly.ai → The playbook page: https://www.warmly.ai/p/resources/playbooks/autopilot-agent Chapters: 00:00 Intro 00:13 Full-context awareness (site, help center, docs, CRM) 00:28 Agentic decision-making + optional video avatar 00:54 AI Studio: knowledge base, persona, avatar setup 01:18 Test and train (sandbox) 01:35 Goals — qualify, book meetings, or anything custom and time-bound 02:04 Qualification rules in natural language ("monthly traffic 20K+") 02:28 Routing, Slack notifications, and calendar booking 02:47 Version history — track agent improvement 02:56 ⭐ Presentations: the agent generates slide decks on the fly 03:30 Inline video playback by intent 03:52 Reports — agent's reasoning trace, sales methodology, knowledge sources 04:22 Close The chatbot category is over. Drift sunset 7 weeks ago. Real agents that work end-to-end are what replace it. Warmly customers running AI Autopilot are converting 30% more inbound traffic on average. #AISalesAgent #B2BSaaS #InboundMarketing

Warmly AI Autopilot: The Always-On AI Sales Agent for Your Website

1:37

Tutorial1:37

Warmly AI Autopilot: The Always-On AI Sales Agent for Your Website

Warmly's AI Autopilot is the always-on AI sales agent for your website. It identifies visitors before any form fill, gives demos, qualifies prospects, books meetings, and retargets the rest — automatically. Setup is a script tag and 30 minutes. In our customers' accounts, automated meetings jumped from 23 to 40 a month and inbound conversion lifted as much as 30%. → Try AI Autopilot: https://www.warmly.ai/book-a-demo → Free tier (500 credits): https://www.warmly.ai → Read the playbook: https://www.warmly.ai/p/resources/playbooks/autopilot-agent What's inside: • One agent on every page of your site • Person-level visitor ID before form fill • Optional AI video avatar • On-the-fly slide generation mid-conversation • Drop-off recovery via Slack, email, and LinkedIn retargeting • Self-improving — analyzes every conversation to hit your goals The chatbot category is over. Real agents that work end-to-end are what replace it. Warmly's AI Autopilot has been quietly converting 30% more inbound traffic for our customers for months. Subscribe for more product walkthroughs from the team building the GTM Brain. #AISalesAgent #B2BSaaS #InboundMarketing

Who uses it

Real use cases, no hype

Website Visitor Conversion

Identify anonymous visitors and engage them with AI chat or personalized popups.

Inbound Lead Routing

Automatically route high-intent visitors to the right sales rep in real-time.

Outbound Sales Automation

Build target account lists and orchestrate coordinated email + ad campaigns.

Account-Based Marketing (ABM)

Identify and tier buying committees within target accounts.

Competitor Intelligence

Track competitor keywords and capture buyers researching alternatives.

SDR Team Augmentation

Replace or augment SDR functions with AI-driven qualification and outreach.

What's great

Full-funnel AI agents for both inbound and outbound GTM.
Unified 'Context Graph' data layer for complete account history.
De-anonymizes website visitors at the person level.
Orchestrates multi-channel outreach (email, LinkedIn, ads).

Technical strengths

ML-driven intent scoring and ICP tiering.
AI agents autonomously set goals and make qualification decisions.

Where it falls short

Pricing starts at $10k/year, targeting mid-market and enterprise.
Requires demo call; no self-serve purchase option.
Core AI capabilities (Autopilot, AI Slides) locked in top tier.

Technical limitations

High data volume from graph may overwhelm smaller teams.

For technical folks

The deep-dive specs

FAQ

Includes technical Q&A

It uses a combination of first-party web data, third-party intent signals, and a large database of B2B contacts (220M+ profiles) to match IP/cookie data to person and company identities.