Warmly
Intent & enrichment
Anonymous traffic on a website used to disappear into a log file. Warmly de-anonymises the companies visiting a site, and Revenue Labs reads that visit data into account-level signal, so a spike in named traffic shows up on the account record.
Website
Lead & Demand Routing·13 leads routed today
Routing Quarrymill Data… ›
TriggerWarmly visitor signal · high-fit account returned to high-intent product content and matched the routing threshold
Deploy agentDeploying Lead & Demand Routing agent for Quarrymill Data
Use skillLoading skills · Lead Routing · ICP · Territory Planning
Reference memoryReading memory · Existing Ownership · Intent & Signals · Opportunity Status
ReasoningInes Farrow's ICP score just crossed the threshold and Quarrymill Data has no existing owner or open opportunity, so it's assigned to Callan Doyle under the territory rule that already covers it, with the qualifying evidence attached
ActionApply the approved route → assign the account through Warmly to the correct rep and response path
✓Routed in 6 seconds ›
Lead routeinWarmly
Revenue LabsAPP9:42 AM
LIVE
Prospecting Briefing: Callan Doyle · Fri 24 Jul
STATE CHANGES11 overnight
VERY HIGH6 accounts
MEETINGS MTD13/19
PIPELINE MTD$415K/$690K
LEAD ROUTED
LEAD & DEMAND ROUTING
Ines Farrow · Quarrymill Data · assigned to Callan Doyle
Why now: ICP score crossed the threshold, no existing owner · Rule: territory
Review New SignalsAccount SummaryAsk Agent
The tool alone > AI bolted on > AI-native
What changes when Warmly feeds a system that learns
Three jobs Warmly already does, and what each becomes when its evidence joins live company, contact and deal state.
01 | The tool on its own
02 | With AI bolted on
03 | AI-native
Person and company visits
Visitor identification turns visits into accounts.
Warmly identifies website visitors at person and company-level and shows the context around the visit. A rep still checks the match, judges intent, and decides whether to engage.
Visitor scoring stays in Warmly.
Warmly's AI and intent views stay within website and enrichment context. They do not connect the visitor to full conversation, deal history, or later outcome.
Visitor context enters shared state.
Warmly visitor signals enter shared state with the company, contact, and deal context needed by other capabilities.
Inbound agent and chat
Inbound chat captures a live buying conversation.
Warmly's inbound agent and chat can engage website visitors, answer questions, and route conversations. An owner still sets the guardrails, reviews handoffs, and owns the follow-up.
Inbound chat stays in Warmly.
Warmly's agent uses its configured website and routing context, without a trace of the conversation in the wider deal or the handoff it produced.
Conversation gains deal context.
Buyer conversation can be read with contact and deal evidence before the next action is selected.
Routing and intent
Routing sends interested visitors to the right team.
Warmly can score intent and route visitors or conversations according to rules. A manager still defines the routes, checks exceptions, and decides what a qualified handoff means.
Route recommendations stay in Warmly.
Warmly's route uses its signal and configured rules; cross-system evidence of which routing decision led to a real deal outcome remains absent.
Next route keeps what worked.
The system learns which visitor route and conversation context appeared before a win, loss, or stall, then guides the next handoff.
Runs on it
Capabilities that act on connected evidence
Prospecting
Signal Intelligence
Active
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The signal is structured as it happens.
It captures evidence, source and date when the signal fires.
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The signal's confidence is stated.
Confidence reflects the signal's source and freshness.
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The signal stack becomes one commercial read.
Each signal carries implications for ICP, propensity, messaging and action.
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RevOps sees signal types as one set.
Frequency, precision, influence and commercial performance are shown together.
Humans approve signal meaning and uncertain interpretations.
Prospecting
Propensity Assessment
Active
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Three accounts just moved into in-market
New funding and hires in the roles that feel this pain
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Meridian Logistics jumps to the top of the list
Same profile as your last five closed-won deals, and hiring for the gap you fill
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A contact at Northbridge is showing real intent
Visited pricing and a comparison page twice this week
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Your ranked account list, ready for outreach
Who to call first, and the reason why
Priority accounts, ranked, before you start prospecting
Prospecting
Account Sourcing
Active
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New segments open with mapped accounts
ICP, territory, signal and suppression logic source accounts as a segment opens.
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Territory coverage stays current
Territory logic carries ownership, exclusions and history forward as they change.
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Market expansion uses proven signals
The same ICP and signal logic scores accounts in the new market.
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Winning cohorts refine targeting
Meetings, opportunities and wins show which cohorts performed before RevOps approves changes.
Connected market data keeps qualifying accounts current and cuts list-ops work.
BUILT FOR SECURITY, CONTROL AND SCALE
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The GTM teams that learn fastest will win.
Connect your stack to a system that learns.