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Warmly

Warmly

Verified
AI-Native

Autonomous Revenue Agents for B2B GTM

SOC 2 Type II
GDPR
HIPAA
Global
Public API
+6
Autonomous
Last updated: Oct 20, 2026
Paid
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Quick Answer

replace trailing 'Paid.' with 'Freemium.'

About WarmlyAI

Warmly is an AI-powered revenue orchestration platform that unifies on-site conversion with off-site automation for B2B GTM teams. It features Inbound and TAM agents that leverage a Context Graph for real-time, person-level intent signals and automated actions. Warmly helps identify, prioritize, and convert prospects, aiming to generate more qualified pipeline.

AI-extracted from public sources. May contain errors. Methodology · Report an error
What Makes Warmly UniqueAI

Warmly unifies intent data, chat tools, enrichment, and workflow automation into a single platform, powered by a self-learning GTM Brain that makes decisions and takes action automatically. Unlike point solutions, its agents continuously learn from outcomes and improve, providing full context across all sales and marketing touches.

Decision Intelligence

Best For

AI
Sales Leaders / CROs optimizing pipeline efficiency
Marketing / Demand Gen teams connecting campaigns to revenue
RevOps leaders consolidating tech stacks and automating workflows
SDR Teams enhancing outreach and lead routing
Startups seeking unified GTM platforms
Mid-Market companies ready for AI-powered orchestration
Enterprise organizations simplifying complex GTM tech stacks
Pricing Overview

Type

Paid

Dimension Scores

· 5.7 avg

How good it is, across universal quality axes

Ease of Use4/10
Customization6/10
Support5/10
Integration7/10
Compliance & Data Protection5/10
Performance5/10
Planning Quality8/10
AI-analyzed from product data·High confidenceHow we score

Task Scores

· 6.4 avg

What it can do, per category it works in · showing 9 of 10 tasks scoring 5+

Trigger Variety8/10
Autonomous Execution8/10
Workflow Building7/10
Action Library7/10
Api Connectivity7/10
Multi Step Chains7/10
Conditional Logic6/10
Error Handling5/10
Monitoring Logging5/10

Scores are AI-estimated from publicly available data — not an independent test or a verified user rating. How we rank →

Capabilities
Automation
Chat
Data Analysis
Extraction
Search
RAG
Categories
Sales CRM
Marketing General
Customer Support
Automation Agents
LimitationsAI
  • -HIPAA compliance is only available for enterprise plans
  • -Pricing starts at $15,000/year, which may be a barrier for smaller businesses
Integrations & Connections
12 connections
W
C
H
+8
Clearbit Agent
Clearbit Agent

The best B2B data provider is now part of the best B2B customer platform

HubSpot
HubSpot

The HubSpot Customer Platform — software & tools for your business

LA
LinkedIn AdsNative

Targeting and retargeting via LinkedIn Ads

MA
Meta AdsNative

Retargeting via Meta Ads

SA
SalesforceNative

Real-time bidirectional CRM sync

SL
SlackNative

Real-time alerts and notifications

RB
Rb2bNative

Integration for GTM data and insights

6S
6senseAPI

Account-level intent data (compared to)

Auto-updated

Fit Score

Complexity

Advanced

Company Size

Small
Medium
Enterprise

Team Size

Small Team
Large Team

Skill Level

Intermediate
Expert
Features
Person-level website visitor de-anonymization
AI Chatbot with full context
Personalized landing pages and smart popups
Real-time alerts for high-value visitors
Dynamic audience building and AI ICP tiering
Buying committee identification and ML intent scoring
Full contact enrichment with multi-vendor waterfall
Orchestrated outbound sequences via email and LinkedIn ads
Technical Capabilities
SDK Available (unknown)
MCP Compatible (unknown)
Multi-Agent
Human-in-Loop
Team Features
Webhook Support
Has Demo
Function Calling (unknown)
Sandbox Mode (unknown)
Audit Logs
No Signup
Works Offline (unknown)
Requires Host App
Framework
MCP Server

Deployment

Cloud
MCP transport:
Streamable HTTP
Authentication
OAuth
Google
Microsoft
Developer Access
Webhooks→ Docs
Compliance, Privacy & Trust
GDPR: Stated by vendor
SOC 2: Stated by vendor
Type II
HIPAA: Stated by vendor
Trains on user data: Unknown
Data deletion: Upon Request
Model isolation: Shared
Human review:
Recommended

Compliance audit trail

4 events
  1. SOC 2

    SOC 2 Type II certified

    9mo ago · 2026 · source

  2. GDPR

    GDPR compliant

    9mo ago · 2026 · source

  3. CCPA

    CCPA compliant

    9mo ago · 2026 · source

  4. HIPAA

    HIPAA available (enterprise)

    9mo ago · 2026 · source

Tech Specs
Response time (est.):
Moderate

The Model(s) Behind It

Model details — extracted from public vendor sources by our pipeline (Smart Generator + A3 cross-referencing) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

Model Weight Availability
Closed API (no weights)
Training Data Provenance
Not disclosed
Relevant to EU AI Act Art. 53 / Annex XI (GPAI)
Pricing Plans
Pricing details not available yet.

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User Reviews

No reviews yet. Be the first to review!

Who It's For
3 roles
Sales ManagersSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelMarket Research Analysts and Marketing Specialists
Platform, Content & Languages
4 content types
TextEmailSocial Media+5 more

Content Types

Text
Email
Social Media
Chatbot

Publishes to

LinkedIn
X

Accepts

Text
URL
API

Produces

Text

Frequently Asked Questions

Trust Score

75/100

Very Good

Based on 11 data signals

Confidence: High

Reflects publicly available data, not an independent audit

Compliance & Verified38/38
VerifiedYes
GDPRYes
SOC 2 reportYes
SOC 2 Type IIYes
HIPAAYes
Human ReviewYes
Human-in-the-loopYes
Operational25/25
Data ResidencyUS, EU, APAC
Reliability0/10

No published data

Market Proof10/10
Notable CustomersNew Relic, CircleCI, Cyberhaven
Company17/17
Company ListedYes
FundingSeries A
Health—

Not yet checked

AI-Assisted Data

Some details are AI-generated estimates — verify with the vendor.

AI-generated estimate: Best For, Description, Limitations, Tagline, What Makes Unique

How we source data

AI Governance & Regulatory Disclosures

Legally-sensitive fields — extracted from public vendor sources by our pipeline (Smart Generator + A3 cross-referencing) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

EU AI Act Risk Tier
Unclassified

Switching & Migration

Migration Difficulty
Significant Effort
Support:
Help Center
Email
Quick Stats
Agent TypeAutonomous
MemoryLong Term
PlanningAdvanced
CategorySales Agents
PlatformsWeb, API
Setup TimeMinutes
VerifiedOct 2026
Company & Links

Company Name

Warmly, Inc.

Founded

2020

Based in

United States

Funding

Series A

DocumentationChangelog