Are you wondering about the various ways salespeople use sales chatbots to book meetings?

In this article, I want to walk you through 10 case studies of real companies using chatbots to drive real results.

➡️ In one of the case studies that I’m about to share, the company was able to book 2 meetings with qualified leads after 8 minutes of implementing the chatbot.

The Best Real-World Examples of Sales Chatbots

Here’s a breakdown of the 10 best examples of sales chatbots that I could find:

Company	Chatbot Use Case	Software
Kandji	A website chatbot that engages visitors with personalized messages based on company signals.	Warmly
Wrike	Automating engagement, qualifying leads, and routing conversations with CRM integration.	Drift
Pipedrive	A chatbot that qualifies leads, routes support, and schedules meetings, even during off-hours.	Pipedrive LeadBooster
Breitling	A social media chatbot in Instagram DMs that recommends products based on budget and preferences.	Spectrm
Conversational Design	A chatbot that replaces web forms with interactive conversations to qualify and convert leads.	Landbot
Good Spa Guide	A Facebook Messenger chatbot that boosts user engagement and spa bookings.	UbiSend
Offset Solar	A Website bot that qualifies and nurtures solar leads to speed up conversions.	ManyChat
Industrial Manufacturer	An AI chatbot that answers technical product questions, routes inquiries, and books sales meetings.	Comprend (GPT-based RAG)
Premikati	AI chatbot + Orchestrator to qualify leads, personalize outreach, and auto-book meetings from campaign-attributed traffic.	Warmly Orchestrator + Chatbot
Intellic Labs Client	An AI voice bot that cold-calls at scale, qualifies leads, books appointments, and handles multi-channel sales follow-up.	Intellic Labs AI Voice Bot

#1: How Kandji booked 2 qualified meetings in 8 minutes with a sales chatbot

Use Case: Website chatbot that engages website visitors with personalized messages based on signals.

Problem

Kandji, an Apple device management platform, sought a way to engage high-intent website visitors without overwhelming its team.

Their team was busy with their existing pipeline, and they needed a way to automate real‑time, personalized outreach to site visitors.

Solution

They turned to Warmly’s AI chat that’s been built for speed, context, and instant handoffs.

Warmly’s AI Chatbot was deployed within weeks and was ready to auto‑engage prospects with contextually crafted messages based on company signals as they were landing on the website.

Since the AI chatbot was trained to reflect Kandji’s voice and messaging, and backed by real-time visitor data, it could start warm, relevant conversations that didn’t just gather info, but built trust.

➡️ Interested in how you can use an AI chat for lead generation in 2025? Check out our complete guide on the topic as well as the best use cases of an AI chat for lead generation.

Results

After just about 8 minutes of rolling out Warmly’s AI chat, Kandji’s reps booked two qualified meetings.

When the prospects responded, the team’s reps were instantly alerted via Slack.

Two separate sales reps jumped in, continued the conversation in real-time, and were able to book the meetings.

This wasn’t just sales automation for the sake of it, but rather a fully integrated AI-human handoff that created real pipeline, quickly.

Here’s what Allan Ramsey from Kandji had to say about Warmly:

#2: How Wrike’s chatbot transformation is ramping up pipeline

Use Case: Automating engagement, qualifying leads in real-time, and intelligently routing conversations while integrating with your CRM.

Problem

Wrike, a leading work management platform, was looking to optimize how it engaged with its website visitors.

Its sales team was stretched thin and couldn’t afford to waste time on unqualified leads or low-priority questions. 

Wrike also faced the challenge of converting more trial users while maintaining a high-quality experience for all site visitors, whether it was enterprise buyers or students researching project management.

Their legacy chatbot wasn’t cutting it — it only offered basic forms when reps were offline, lacked integration with their sales stack, and fell short of personalization.

Solution

Wrike turned to Drift’s AI chat to automate engagement, qualify leads in real-time, and intelligently route conversations — all while integrating with Salesforce and Marketo.

They kicked things off with a small-scale pilot across five SDRs in North America, using a handful of strategic playbooks. 

Drift’s chatbot:

• Booked meetings even when human reps were offline.
• Ran the qualification logic instantly.
• Enabled ABM testing to tailor outreach based on visitor behavior and company signals.
• Integrate smoothly with Salesforce and Marketo.

Once the test proved successful, Wrike scaled the chatbot globally, launched across EMEA, and even developed multilingual playbooks to serve diverse markets.

Results

Wrike saw the following results:

• 496% increase in contributed pipeline YoY (2023 vs. 2022).
• 454% increase in contributed bookings YoY.
• 15x+ ROI since implementing Drift Fastlane and AI features.

But the benefits didn’t stop at pipeline and revenue. 

Wrike found Drift’s chatbot easier to manage and more effective at delivering personalized, helpful conversations, even as setup time decreased.

#3: How Pipedrive sees more engaged, qualified leads starting a trial and more trialists converting to customers

Use Case: Chatbot that asks qualifying questions, routes support inquiries to the right team, and schedules meetings for top prospects.

Problem

Pipedrive’s sales team was looking for a better way to qualify and convert website visitors during off-hours without missing high-intent leads.

Their previous tool wasn’t well integrated with their deal pipeline, which led to missed opportunities, irrelevant support requests, and manual effort to input lead information.

With limited team availability and an increasing number of chat conversations going cold after hours, they needed a scalable way to automatically qualify leads and ensure the right follow-up without losing momentum.

Solution

They turned to their own LeadBooster Chatbot, a fully customizable AI tool built to sync seamlessly with Pipedrive’s CRM and automate lead engagement.

The sales team configured the Chatbot to ask qualifying questions, route support inquiries to the right team, and schedule meetings for top prospects without requiring a rep to be online.

The Chatbot also auto-populated Pipedrive’s Leads Inbox with complete lead details to eliminate manual input and ensure no lead slipped through the cracks.

Results

With the Chatbot in place, the sales team gained a scalable and efficient way to engage prospects and focus on high-value demos and calls:

• 1,000+ qualified leads added directly to the Leads Inbox.
• 30% of trialists converted into paying customers after engagement.
• Only 2 team members are needed to manage the flow, thanks to automation.

Now, when a new lead chats on the site, they’re guided through qualification, booked into a rep’s calendar, and logged in the CRM — even during off-hours.

#4: How Breitling automates Instagram DMs to help customers find the perfect watch for them

Use Case: Social media chatbot that asks qualifying questions, captures product preferences, and recommends products based on budget and style.

Problem

Breitling, a Swiss luxury watchmaker, faced the challenge of improving customer acquisition and conversion rates in a highly competitive fashion market.

In this line of business, customers expect a personal and convenient shopping experience, especially when considering high-value purchases like luxury watches. 

However, traditional e-commerce channels often lacked the human touch required to guide customers through such a decision.

Breitling needed a scalable way to connect with high-intent prospects, engage them in one-to-one conversations, and recommend products that matched their tastes and budgets.

Solution

To meet their customers where they were already active, Breitling launched an automated conversational commerce experience directly in Instagram DMs.

By using Instagram ads, stories, reels, and posts as entry points, they directed customers into automated DMs designed to capture preferences, recommend products, and continue engagement after the initial conversation.

The chatbot collected zero-party data in real-time so they could personalize product suggestions instantly and retarget users with relevant offers all within Instagram. 

Results

Breitling significantly increased conversion rates by automating high-intent Instagram conversations.

The chatbot helped customers discover the perfect watch based on their individual preferences, turning Instagram engagement into qualified leads and actual sales.

With tailored offers, dynamic product recommendations, and push notifications sent via DMs, Breitling built an ongoing relationship with a younger, mobile-first audience.

This wasn’t just another social campaign: it was a fully integrated conversational experience that captured leads, improved personalization and drove long-term customer loyalty.

#5: How Conversational Design increased lead conversion rate by 40%

Use Case: Chatbot that replaces web forms, greets website visitors, qualifies them through interactive questions, and turns them into leads.

Problem

Conversational Design, an Italian conversational marketing agency, was looking to improve lead conversion rates while operating with a lean team.

Traditional web forms were limiting engagement, slowing down lead generation, and failing to deliver the interactive experience modern buyers expect.

To scale their efforts and demonstrate ROI to clients, they needed a faster, more dynamic way to capture leads and nurture conversations.

Solution

Conversational Design replaced static web forms with interactive chatbots built using Landbot’s low-code platform.

This shift allowed them to launch tailored conversational flows that mimicked the feel of a real conversation, helping engage visitors, qualify them in real-time, and route leads where they needed to go.

Results

Within just a few months of implementing chatbots, Conversational Design increased its lead conversion rate by 40% and captured 20,000 leads in a single year.

Their project completion timeline dropped from 4 months to just 3 weeks, while their cost per lead decreased by 200%.

The switch to conversational marketing didn’t just optimize internal operations; it turned their own site into a living demo of what’s possible for clients, fueling both lead gen and business growth.

#6: How Good Spa Guide increased traffic by 29% with Facebook conversations

Use Case: A Facebook Messenger chatbot that boosts user engagement and drives repeat website visits for spa discovery and bookings.

Problem

The Good Spa Guide, a popular platform listing over 800 spa reviews, was looking to attract more website visitors.

They needed a better way to engage users and boost spa bookings beyond what traditional email nurturing could achieve. 

Solution

They partnered with UbiSend to develop a custom Facebook Messenger chatbot that would act as a friendly, 24/7 spa-finding assistant. 

The MVP version launched as an alternative to email, offering a new way for users to interact with the brand in real-time.

The chatbot was designed to mirror the Good Spa Guide’s tone of voice while providing tailored assistance to site visitors. 

It helped consumers navigate offers, discover new spa locations, and even book directly through Messenger.

Results

Within just six weeks, the chatbot showed significant traction:

• Website traffic increased by 29%, directly attributed to Messenger engagement.
• Spa bookings rose by 13%, driven by the chatbot’s ability to guide users toward relevant offers in real-time.

The chatbot didn’t just enhance user experience; it created a new, high-performing communication channel that scaled with the business.

#7: Offset Solar

Use Case: Website Messenger chatbot that qualifies and nurtures solar leads automatically, accelerating time-to-close.

Problem

Offset Solar, a fast-growing home solar provider, relied on traditional lead forms to book sales meetings.

However, the process was slow, manual, and inconsistent. 

Visitors often landed on the site without a clear idea of what they needed or how to find it, leading to lost opportunities and a clunky sales funnel.

Solution

Working with Alice Digital Design, Offset Solar launched a ManyChat Messenger bot on their homepage to start real-time conversations with anonymous site visitors. 

The chatbot followed a four-step strategy:

• Spark engagement with a friendly, question-based opener that boosted open and click-through rates.
• Offer value immediately by letting users check if they qualify, download a solar checklist, or read the blog, each designed to capture interest and collect emails or SMS info.
• Collect sensitive info last, using progressive disclosure to build trust before requesting contact details like email, phone, and utility provider.
• Enable human handoff at the right moment by inviting qualified users to book an in-person appointment with a sales rep.

Results

In just six months, Offset Solar closed over $1.2 million in revenue directly from leads generated through the Messenger bot.

The bot helped convert more visitors by asking the right questions at the right time.

Their sales team engaged only with high-quality, pre-qualified leads, making every conversation more impactful.

This wasn’t just automation for the sake of it; it was a customer-first approach that blended smart chat strategy with real human interaction, driving real revenue fast.

#8: How a leading industrial materials manufacturer drove measurable results with a chatbot

Use Case: Chatbot that asks qualifying questions, routes support inquiries to the right team, and schedules meetings for top prospects.

Problem

A world-leading industrial materials manufacturer housed dense technical product information on its website, which often left visitors confused, overwhelmed, or unable to find what they needed.

Customers faced three core issues:

• Difficulty locating technical specs (e.g., material composition, durability).
• Confusion caused by unfamiliar product brand names.
• A reluctance to dig through lengthy technical documents.

These pain points led to customer frustration, high drop-off rates, and missed opportunities at key points in the buying journey.

Solution

They partnered with Comprend to implement an AI-powered chatbot trained using retrieval-augmented generation (RAG) and GPT-based models.

The chatbot was trained on the client’s entire knowledge base, including technical docs, brochures, and presentations, to ensure accurate, real-time responses.

To maintain brand consistency, the bot was aligned with tone of voice and technical vocabulary and supported multiple languages using advanced NLP.

Comprend also designed an intuitive chatbot interface integrated into the site’s UX and set up a performance dashboard to:

• Track conversations.
• Learn from user behavior.
• Continuously improve performance.

Results

The AI chatbot significantly improved customer engagement and support, leading to the following results:

• 83% of chatbot interactions were successfully resolved without human intervention.
• 78% of users gave positive feedback on the bot’s helpfulness and accuracy.
• 43% of chatbot users requested follow-up sales meetings; conversations that reps could enter with full context from the AI transcript.

#9: Premimati

Use Case: AI chatbot and Orchestrator that identify campaign-attributed website visitors, segment leads based on behavior, trigger personalized sequences, and auto-book meetings for high-intent prospects.

Problem

Premikati’s marketing team was investing in multi-channel campaigns across paid search, LinkedIn, and SEO but struggled to track which campaigns were driving qualified traffic.

Without accurate, real-time visibility into who was visiting their site and from where, they couldn’t assign ROI, prioritize channels, or effectively nurture prospects.

Michael Buczynski, VP of Marketing, was left stitching together partial insights from form fills and Google conversions, making performance evaluation slow, manual, and imprecise.

Solution

Premikati turned to Warmly’s Orchestrator and AI-powered chatbot to unlock full-funnel visibility and automation.

With Warmly’s deanonymization and UTM tracking features, Michael’s team could now see exactly who was visiting the site, where they came from, and what actions they were taking.

From there, Warmly’s Orchestrator automatically scored leads, segmented them based on behavior and buying signals, and dropped them into personalized outreach sequences across email and LinkedIn.

Warmly’s AI chatbot added another layer of engagement, qualifying inbound traffic and even auto-booking meetings with top prospects directly from the website.

Results

Premikati’s marketing and sales teams saw immediate improvements in performance and efficiency:

• For the first time, they were able to attribute website traffic to specific campaigns and optimize based on real engagement.
• Warmly’s chatbot successfully booked meetings that previous chat tools had failed to capture.
• Sales reps could now identify buying committees at key accounts and expand outreach across multiple stakeholders.
• The team added three new BDRs to scale their outreach. 

As Michael puts it, “If Warmly goes away, we quit.”

#10: AI voice bot for cold calls from Intellic Labs

Use Case: AI voice bot that cold-calls at scale, qualifies leads, nurtures prospects, auto-books appointments, handles customer support, and routes hot leads to sales.

Problem

A fast-growing marketing and referral services company targeting small businesses across the U.S. faced a familiar challenge:

They needed to scale outbound sales and qualify leads at volume, without ballooning headcount or burning out their team.

Traditional cold calling was too manual, too expensive, and too slow to keep pace with growth. 

Solution

They partnered with Intellic Labs to deploy a custom-built AI voice bot designed for intelligent cold calling and sales automation.

This AI assistant makes thousands of calls, initiates natural-sounding conversations, and adjusts its flow based on each response. When a business owner shows interest, the voice bot can:

• Instantly sign them up for services.
• Text or email follow-up materials.
• Trigger multi-channel follow-ups via phone, SMS, or email.

And when the lead is hot? The bot hands off to a live rep in real-time, so the human team only steps in when it counts.

The AI bot doesn’t just sell, it also handles customer retention, support queries, and upsell opportunities across the lifecycle.

Results

The impact was immediate and transformative:

• 90%+ of sales and support tasks were fully automated.
• The sales team only handled qualified, high-intent conversations.
• Manual lead chasing dropped dramatically, freeing up valuable rep time.
• Personalized follow-ups happened automatically, with zero effort from staff.

This wasn’t just automation for efficiency’s sake; it became a full-fledged AI-powered revenue engine that helped the company grow faster while keeping operating costs low.

Next Steps: Automatically engage ICP-fit leads with Warmly’s AI Sales Chat

From pre-qualifying website visitors and answering technical questions to booking meetings while your reps sleep, these companies have been driving pipeline growth with the power of AI chatbots.

However, not all sales chatbots are created equal. Some excel at email personalization, while others are built for multichannel campaigns.

And a few, such as Warmly, do it all.

If your sales team is serious about scaling outbound and nurturing inbound without burning out your team or having to hire more sales reps, Warmly’s AI sales chat is one of the smartest, most intent-driven options out there.

It engages leads the moment they land on your site, and hands off warm conversations to your team at just the right time.

Here’s what else you’ll get by signing up for Warmly:

• The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
• A wide range of accurate prospect contact details directly from the Coldly database, helping you reach out to the right people.
• Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
• Send leads to the right salesperson automatically and notify them via Slack if a high-intent lead is active on your website.
• A Bombora integration that helps you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.
• Automate the search for high-potential prospects using AI technology, ensuring your sales team focuses on the right opportunities.

You can sign up for Warmly’s free plan and find out how it can fill your pipeline with qualified leads (the setup takes a few minutes), or book a live demo to see it in action first.

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AI chatbots have gone far beyond just answering FAQs. Instead, they’ve become full-blown sales assistants who can guide leads from curious to closed. 

But to really drive results, you need more than just a bot. What you need is a chatbot sales funnel.

In this guide, I’ll break down:

• Exactly what a chatbot sales funnel is.
• Why does it matter?.
• How to build one that turns conversations into conversions. 

From top-of-funnel engagement to post-sale follow-up, I’ll map out real strategies, real examples, and proven use cases that help you move faster, smarter, and more efficiently through every stage of the sales process - with AI on your side.

TL;DR:

• AI chatbots have evolved from basic support tools into powerful sales assistants that can guide buyers through every stage of the funnel - from first click to conversion.
• A chatbot sales funnel uses smart, conversational automation to engage visitors, qualify them based on intent, handle objections, and drive conversions, all in real-time.
• Building one requires strategy: At each stage (Awareness, Interest, Consideration, Conversion), your chatbot should deliver personalized, on-brand conversations that reduce friction and boost trust.
• Warmly’s AI chatbot leads the way, with signal-based personalization, Slack-integrated routing, live rep handoff, and calendar-based demo booking, fully aligned with your GTM strategy.

Let’s get into it!

What is the chatbot sales funnel?

A chatbot sales funnel is a step-by-step journey that uses AI chatbots to guide prospects from their first interaction with your brand all the way to conversion, and even beyond. 

It’s not just about answering questions. It’s about automating conversations in a way that nudges buyers toward action at every stage.

Think of it like a well-trained digital SDR that never sleeps. 

The chatbot can:

• Greet visitors.
• Capture key info.
• Qualify leads.
• Overcome objections.
• Route high-intent prospects to the right next step, whether that’s booking a demo, signing up, or talking to sales.

So, instead of expecting people to scroll, click, or fill out long forms, chatbot funnels let you meet buyers where they are with smart, timely, and helpful interactions.

Done right, a chatbot funnel isn’t a support tool. It’s a revenue engine. 

And the beauty of it? It scales automatically, works across time zones, and never forgets to follow up.

Here’s what a chatbot funnel typically looks like in action:

1. Awareness: The chatbot greets new visitors, highlights your value prop, and starts relevant conversations the moment someone lands on your site.
2. Interest: It asks smart, low-friction questions to learn what the visitor is looking for and adapts the journey based on their answers.
3. Consideration: It delivers personalized recommendations, handles objections, and shares proof points to guide the lead toward a confident decision.
4. Conversion: When intent is high, it makes the next step easy, such as booking a demo, signing up, or jumping into a live chat or video call with your team.

This way, whether you're running a product-led motion or sales-assisted model, chatbot funnels help remove friction from the process while keeping things fast, relevant, and human-like.

What are the benefits of building a chatbot sales funnel?

Now that you know what a chatbot sales funnel is, let’s talk about why it’s worth building in the first place.

A well-built chatbot funnel doesn’t just save time.

It actively drives more conversions, better leads, and smoother buyer journeys. 

Instead of relying on static forms, cold handoffs, or scattered follow-ups, you create a dynamic system that engages, qualifies, and converts, and all that on autopilot.

Here’s what makes chatbot funnels a game-changer:

1. 24/7 lead capture  - Whether it’s 2 a.m. or the middle of a holiday weekend, your chatbot is ready to welcome visitors, ask smart questions, and guide them to the next step without needing a rep online.
2. Faster qualification - Instead of sending every lead to your sales team, the chatbot can filter out low-intent visitors by asking pre-set qualifying questions. That means reps spend more time on real opportunities and less time chasing tyre kickers.
3. Smoother buyer experience - People don’t want to dig through your site to find what they need. A chatbot funnel gives them instant answers, personalized suggestions, and a clear path to take action without friction.
4. Higher conversions - A chatbot can respond at the exact moment someone is showing buying intent, e.g., when they land on your pricing page, revisit your demo page, or hesitate at checkout. That kind of timing drives real results.
5. Scalable personalization - Every visitor gets a tailored experience without you lifting a finger. Based on their behavior, answers, or previous actions, the chatbot adapts in real-time, just like your best SDR would (if they could talk to everyone at once).
6. Consistent follow-up and nurturing - Whether it’s reminding someone to finish booking a demo or checking in after purchase, chatbot funnels keep the conversation going, so you stay top-of-mind and build long-term trust.

TL;DR? A chatbot funnel combines the scalability of automation with the personal touch of real-time conversation. 

How can you build and optimize a chatbot sales funnel in 2025?

Building a chatbot funnel isn’t just about plugging a bot into your homepage and hoping for conversions. 

In 2025, the most effective funnels will be built with intentional conversations that reflect buyer context, company messaging, and real-time sales signals.

That’s exactly where Warmly’s AI chatbot shines, as it combines generative AI, brand-trained messaging, and Warm Intent Signals to guide leads from their very first click all the way to booked meetings.

Here’s how to build and optimize a full-funnel chatbot experience stage by stage:

Stage 1: Awareness

Goal: Capture attention and spark curiosity the moment someone lands on your site.

This is the top of your chatbot funnel, and arguably the most important moment. 

Because if you don’t win attention here, you won’t get a second chance.

At the awareness stage, your goal isn’t to pitch. It’s to start a relevant, low-friction conversation that meets people where they are. 

Visitors could be discovering your brand for the first time, coming in from a blog, or clicking through from a LinkedIn ad. 

You don’t know much about them yet, and that’s fine.

Your chatbot’s job at this stage is to welcome them, show value fast, and invite engagement without being pushy.

Why it matters:

1. First impressions determine whether visitors stick around or bounce.
2. Static homepages don’t adapt to different types of visitors, but chatbots can.
3. If you capture intent signals here, you can personalize the entire funnel downstream.

How Warmly’s AI chatbot does this better:

Warmly isn’t just sitting there waiting for someone to say “hello.” 

It detects visitor type, behavior, and source in real-time using Warm Intent Signals, and then starts conversations accordingly.

Here’s what that looks like in practice:

1. Trigger personalized greetings based on context

• For a first-time visitor: “Welcome! 👋 Curious how Warmly helps sales and marketing teams work better together?”
• For someone landing from an ad campaign: “Saw you came from our AI funnel post—want to see how that actually works in a live demo?”
• For a return visitor: “Good to see you again! Want to pick up where you left off?”

These context-aware triggers feel like magic. But they’re just good AI trained on behavior patterns and your GTM content.

2. Surface high-value content

Warmly’s chatbot can offer helpful, non-invasive prompts like:

• “Want a quick tour of how we personalize buyer journeys?”
• “Here’s a 2-minute video explaining how our AI chatbot books demos for you.”
• “You might like this case study, teams just like yours cut lead response time by 90%.”

The goal isn’t to sell. It’s to guide, educate, and build initial trust.

3. Ask one smart question, not five

No one wants to be interrogated by a robot. But Warmly can ask one simple, natural question to spark a lead-qualifying path:

“Are you exploring tools for your sales team, marketing team, or both?”

This lets the conversation branch intelligently while making the visitor feel seen (not processed).

4. Keep the vibe human

Traditional bots feel stiff. 

Warmly’s AI chat can be trained on the same content you use to train your reps and can fully mirror your brand tone of voice.

As a result, it sounds more like an actual human rep you’d want to talk to rather than just another generic bot. 

💡Pro tip: Test different opening messages based on page type. 

For example:

1. On blog posts: “Want tools that put this strategy into action?”
2. On product pages: “Want a custom walkthrough for your use case?”
3. On pricing: “Need help choosing a plan? Let’s talk.”

Remember, at the Awareness stage, success means one thing: the visitor engages. 

They click, respond, or stick around long enough to keep the conversation going. That’s when your funnel truly begins.

Warmly makes that first step feel effortless for both the visitor and you.

Stage 2: Interest

Goal: Understand what the visitor needs and personalize the journey from there.

Once you’ve earned the click or response, you’re no longer shouting into the void. 

Now you have a chance to ask smart questions, uncover pain points, and guide buyers toward what matters most to them.

This stage is all about active discovery but without overwhelming the lead. 

You’re not pushing a pitch, you’re opening a door.

Why it matters:

1. Most site visitors don’t follow a neat, linear path. You need to guide them dynamically.
2. A well-timed, relevant follow-up message increases the chance of conversion later on.
3. The more intent you capture here, the smarter your chatbot (and sales team) can be downstream.

How Warmly’s AI chatbot drives this stage:

At the interest stage, context meets curiosity. 

Warmly’s AI uses every available signal, such as page views, UTM source, IP firmographic data, and previous visits to personalize the conversation in real-time.

Here’s what that looks like:

1. Segment your visitors instantly

Let’s say your visitor just clicked on a “Solutions for Sales Teams” page. 

Instead of generic chat, Warmly can say: 

“Looking to scale your outbound motion or personalize inbound follow-ups?”

Even better, the AI can then branch the conversation:

• “We help sales teams book 3x more meetings - want to see how?”
• “Want to compare our AI chat to what you’re using now?”

2. Dig into the use case with one follow-up

With brand-trained AI, Warmly can ask sharp, relevant questions like:

“Are you mostly trying to book more demos, qualify leads faster, or route traffic more effectively?”

Each response can then unlock a tailored journey, e.g., offer a relevant case study, interactive tour, whitepaper, etc.

3. Handle objections before they come up

Unlike traditional bots that wait to be asked, Warmly’s AI chat can sense when hesitation is creeping in based on what someone clicks on, hovers over, or asks, and responds instantly to reassure.

For example, a visitor is exploring pricing and clicks “Compare Plans,” then pauses without taking action.

Warmly jumps in with:

“Trying to figure out which plan fits your team size best? Happy to help. Our Growth plan is ideal for GTM teams under 20, and you can scale up as needed - no lock-ins.”

Then it follows up with:

“Want a quick side-by-side comparison or to talk to someone about pricing flexibility?”

By proactively offering clarity before the visitor bounces, Warmly reduces friction and moves the conversation forward instead of letting doubt stall it.

4. Offer social proof and context

Buyers want to know they’re not the first. 

Warmly can pull from a library of customer proof points or case studies that match the persona:

“We helped a team like yours (Series A, 20-person GTM) increase qualified demo volume by 2.4x. Want the 2-min breakdown?”

💡 Pro tip: Use page-specific CTAs to keep the flow going:

1. On feature pages: “Want to see this in action?”
2. On use case pages: “Curious how it works for your exact role?”
3. On repeat visits: “Ready for a deeper dive?”

At the Interest stage, the win is clarity. 

You learn more about what the visitor cares about, and they learn how you can help. 

It’s the foundation of a warm, high-converting relationship, and Warmly’s AI chat handles it automatically, with brand-safe language and on-brand vibes.

Stage 3: Consideration

Goal: Guide high-intent leads toward decision without pressure, but with clarity.

By this stage, the visitor has shown strong interest. 

Maybe they’ve engaged with your chatbot, visited multiple product pages, or asked specific questions. 

They’re evaluating options, and now it’s your chatbot’s job to make it easy to say yes.

This is where many chatbot experiences fall flat. 

Generic replies, hard-coded decision trees, and vague CTAs cause drop-offs. 

Warmly’s AI chat keeps the momentum going by delivering contextual, human-sounding, decision-enabling conversations backed by real-time signals and your own GTM language, offering incentives, quick demos, social proof, and more.

Why it matters:

1. Most leads drop off not because they’re not interested, but because they’re confused or uncertain.
2. Your chatbot should remove friction, not add more.
3. When a lead is evaluating you vs. competitors, timing and clarity can make or break the deal.

How Warmly’s AI chatbot wins this stage:

1. Answer detailed product questions like your best rep would

At the consideration stage, people want specifics. 

Warmly’s chatbot draws on brand-trained knowledge to respond naturally and informatively.

For example, a visitor may ask: “How do you handle attribution across paid and organic channels?”

Warmly’s chatbot responds:

“Great question. We use unified data modelling to track multi-touch journeys across paid, organic, and outbound. Want to see a live walkthrough?”

There’s no waiting, no copy-pasted FAQ links. Just crisp, intelligent answers that help buyers move forward.

2. Bring in the right social proof at the right time

Leads in this stage often want reassurance: Is this proven? Has it worked for companies like mine?

Warmly can serve up persona-matched proof points automatically:

“Teams at [Company A] and [Company B] saw a 30% increase in booked demos using this exact chatbot setup. Want to see their before/after results?”

Bonus: It can even link to relevant case studies or offer a PDF summary inside the chat.

3. Surface comparison and ROI content dynamically

If a lead is exploring alternatives, your AI chat can nudge them with high-leverage content:

• “Curious how we compare to Drift or Intercom? Here’s a side-by-side.”
• “Want to estimate your potential ROI with Warmly? I can show you.”

And because Warmly’s chat is integrated with Warm Intent Signals, it knows when these nudges are actually helpful instead of pushy.

4. Offer instant escalation without skipping a beat

Not every conversation needs to stay in chat. 

When a lead is ready to talk, Warmly can:

• Seamlessly transition to a human rep when it comes to high-value accounts.
• Instantly offer calendar booking links.

💡 Pro tip: Review chat transcripts from consideration-stage leads. 

Where do they hesitate? What objections repeat? 

Train your Warmly chatbot to address these upfront, so by the time someone talks to sales, they’re already halfway sold.

At the Consideration stage, Warmly helps you move from ‘maybe’ to momentum.

It gives buyers exactly what they need to make confident decisions without pressure, without scripts, and without sounding like a bot.

Stage 4: Conversion

Goal: Make it frictionless to book a demo, start a trial, or say “yes” in any form.

You’ve captured attention, earned trust, and answered objections.

So, now it’s time to make the close feel effortless. 

At this stage, your chatbot isn’t a guide anymore. It’s a closer.

Why it matters:

1. Even high-intent leads drop off when there’s too much friction (long forms, unclear next steps, awkward handoffs).
2. The timing of the ask is everything: too early and you lose them, too late and they’re gone.
3. Great chatbot funnels treat conversions like a natural step in the conversation, not a hard sell.

How Warmly’s AI chatbot closes the loop:

1. Recognize buying signals and act instantly

Warmly tracks signals like:

• Multiple product page views.
• Returning to the pricing or demo page.
• Asking specific technical or ROI-related questions.

When those signals fire, the chatbot knows it’s time to shift gears:

“Looks like you’re serious about finding the right fit. Want to grab a time to walk through everything live?”

2. Surface the calendar right inside the conversation

Instead of sending people off to a separate booking page (where drop-off happens), Warmly:

• Embeds your team’s live calendar into the chat.
• Auto-fills the visitor’s info based on prior answers.
• Lets them book with one click.

For example:

“Here are a few times with our product expert this week. Want me to lock one in for you?”

3. Offer demo incentives or urgency, but only when it makes sense

Warmly can trigger limited-time offers or meeting incentives based on persona, campaign, or lead score.

“We’re running a July promo - book a demo this week and we’ll send you a $50 DoorDash gift card.”

It’s not pushy. It’s personalized motivation, triggered only when the lead is hot.

4. Transition to human when it matters most

For your hottest leads, Warmly lets you jump in live or even flip to a video call, right from the chat.

The chatbot can be integrated with your Slack channel, so your reps will be immediately notified when a high-value lead engages with it and monitor the session in real-time.

If you want to learn how to integrate your Slack with Warmly’s chatbot, check out this video guide:

https://help.warmly.ai/articles/9248946430-creating-and-integrating-a-slack-channel-for-chat-notifications

From there, they can tune into the conversation when they assess the time is right, or the lead requests to speak to a human.

Alternatively, Warmly’s smart chatbot can recognize high-intent leads and suggest they talk to a human:

“You’ve got someone from our team available now - want to go face-to-face for a few minutes?”

This feature turns a high-intent chat into a high-impact moment while it’s fresh.

💡 Pro tip: If someone doesn’t convert, set follow-up automation in motion. Warmly can:

• Include those leads in email drip campaigns.
• Connect with them on LinkedIn and contact them with a personalized offer.
• Include them in highly targeted ad campaigns, leveraging all the info it has on them.

At the Conversion stage, the win is momentum.

Warmly’s chatbot makes saying “yes” the easiest thing your lead does all day. 

No forms. No fluff. Just a clear, confident handoff from automation to action.

4 best sales chatbot software on the market

If you’re ready to build a high-converting chatbot funnel, the next question is: Which tool should you use?

Not all chatbots are built for sales - some are glorified FAQ bots, while others lack the intelligence, personalization, or integrations needed to move real pipeline. 

To help you choose, I’ve rounded up four of the best AI chatbot platforms purpose-built for sales teams in 2025.

Each of these tools brings something different to the table depending on your goals, team size, and tech stack.

Let’s break them down:

1. Warmly - Real-time, signal-based lead engagement and conversion

Warmly is a full-funnel AI platform designed to help GTM teams identify, engage, and convert high-intent website visitors. 

It combines data-driven lead intelligence (Warm Intent Signals) with AI-driven personalized buyer journeys, automating the manual tasks that slow down revenue teams.

At the heart of it is Warmly’s AI chatbot: a generative, brand-trained assistant that delivers personalized conversations, books meetings, and routes hot leads to your team at exactly the right moment.

Standout features

• Generative AI chat trained on your messaging - Warmly’s chatbot speaks in your brand’s voice using the same value props and positioning your reps use.
• Signal-based personalization - Conversations adapt in real-time based on visitor behavior, traffic source, and ICP fit.
• Lead routing and Slack alerts - Instantly notifies reps in Slack when a hot lead is live, with preset rules for territory, team, or product line routing.
• Instant demo booking - Embedded calendar links let visitors schedule meetings directly in the chat, with one click.
• Live rep handoff + video calls - Chat escalates to a human (or video call) in seconds when a rep is available, no form fills needed.
• Multi-path conversation flows - Chat adapts based on persona, use case, or objections, helping qualify and convert faster.
• Analytics and optimization - Track drop-offs, top-performing flows, and common objections to refine chat performance over time.
• CRM and tool integrations - Connects with Salesforce, HubSpot, Slack, and more to keep your stack in sync.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

Pssst… Check out this step-by-step guide on setting up Warmly’s chatbot engine to see how quickly and easily you can get started:

2. Docket - Sales teams that need technical, AI-powered product support at scale

Docket is an AI assistant platform built specifically for sales engineers, solution consultants, and technical sellers. 

Instead of replacing reps, it acts like an always-on teammate, instantly answering technical product questions, automating responses to RFPs, and handling complex objections during live sales conversations.

Its AI Seller and AI Sales Engineer can be deployed across websites, sales decks, or Slack threads, giving buyers instant, high-quality answers when reps aren’t available.

Standout features:

• AI Sales Engineer - Answers deep technical questions with context pulled from docs, Slack, Notion, and sales calls, available 24/7 across decks, websites, or Slack.
• AI Seller - Proactively drives deals forward by engaging and qualifying leads, booking demos, and providing detailed analytics.
• Sales Knowledge Lake - Centralizes content from Gong, Salesforce, product docs, and more to power accurate responses across touchpoints.

Pricing

Docket doesn’t publish any information regarding its pricing plans.

You can book a demo to get more details.

3. Conversica - Automated lead follow-up and multichannel outreach at scale

Conversica is an AI-powered virtual assistant platform built to help sales and marketing teams follow up with leads consistently without adding headcount. 

Instead of just handling live chat, Conversica uses intelligent automation to reach out across email, SMS, and chat to qualify leads, re-engage cold prospects, and push deals forward.

It’s especially valuable for high-volume funnels where reps don’t have time to follow up manually with every lead and across every channel.

Standout features

• AI Sales Assistant - Automatically initiates and manages 1:1 conversations with leads via email or SMS, using natural language and human-like cadence.
• Lead qualification and handoff - Identifies interest, collects intent signals, and routes qualified leads to sales with full context.
• Multichannel automation - Engages contacts across email, website chat, and text to maximize response rates.

Pricing

Conversica doesn’t publish its price.

There’s no free trial either, so all that’s left is to book a demo with its team and ask them all you want to know on the spot.

4. Drift - Enterprise B2B teams running high-volume, conversational ABM and demand gen

Drift - now part of Salesloft following their 2024 acquisition - remains a powerhouse conversational marketing platform. 

It delivers enterprise-grade, real-time chat with firmographic targeting, calendar booking, and smart routing while integrating into broader sales orchestration workflows 

Standout features

• Conversational ABM with precision targeting - Tailor bot greetings based on firmographics, ICP fit, and account history to treat each visitor like a high-value prospect.
• AI chatbot playbooks - Pre-built flows for demo booking, qualification, and objection handling streamline conversational workflows.
• Robust analytics and reporting - Offers pipeline attribution, conversion tracking, and engagement metrics to optimize chat performance.

Pricing 

Although Salesloft has two pricing plans, Drift is charged separately.

However, Salesloft doesn’t disclose prices for any of its products, so you’ll have to contact sales for details.

FAQs

How do sales chatbots work?

Modern sales chatbots use AI, often powered by large language models like GPT-4, to engage website visitors contextually and relevantly. 

They qualify leads by asking context-aware questions, personalize conversations using behavioral or firmographic data, and route hot prospects to reps or book meetings automatically. 

The most advanced chatbots, like Warmly’s, also respond intelligently based on traffic source, past visits, and ICP fit.

Can the chatbot be integrated into my CRM?

Yes - most modern sales chatbots offer native or API-based integrations with CRMs like Salesforce, HubSpot, or Pipedrive. 

These integrations sync contact data, lead status, and conversation history so your reps have full context before reaching out. 

Tools like Warmly also use CRM data to better inform live conversations and trigger workflows based on lead stage or ownership.

Next Steps: Build a chatbot sales funnel that actually converts

AI-powered chatbots have become a genuine revenue lever for teams that have incorporated them into their workflows. 

Namely, when powered by real-time signals, brand-trained NLP models, and intelligent routing, a chatbot becomes the front door to your entire GTM engine.

Whether you're looking to capture more leads, qualify traffic faster, or give every buyer a tailored path to purchase, building a chatbot sales funnel is one of the smartest moves you can make in 2025.

And if you want a chatbot that’s actually built for this?

Warmly’s AI Chat does it all, automatically engaging your best leads, booking demos, and looping in your reps at exactly the right time.

Book your Warmly demo and start turning traffic into pipeline in no time.

Read more

• 10 Best AI Sales Chatbots In 2025 [Reviewed] - Explore the top AI chatbots transforming sales conversations, from lead capture to closing deals.
• How to Use An AI Chat for Lead Generation in 2025? - Learn how to turn anonymous traffic into qualified leads with smart, scalable AI chat strategies.
• 10 Real-World AI In Sales Examples In 2025 [Reviewed] - See how real companies are using AI to drive revenue, shorten sales cycles, and boost conversion rates.
• AI in Sales and Marketing: How to Get More Sales? - Discover how AI bridges the gap between sales and marketing to align efforts and unlock growth.
• AI for Sales: Best Tools & Tips [2025] - A practical guide to the top AI tools for sales teams, plus proven tips for getting the most out of them.
• AI for Sales Prospecting: How to Use It? [2025] - Find out how AI can automate prospecting, personalize outreach, and help you build pipeline faster.

AI is finally solving one of the oldest GTM headaches: getting sales and marketing to truly work together.

For years, misalignment meant missed revenue, finger-pointing, and bloated budgets with little to show for it. 

Now, AI is changing all that by creating a single source of truth across the funnel, surfacing what’s actually driving pipeline, and making it easier for both teams to act on the same signals.

In this guide, I’ll break down exactly how to use AI to close the infamous sales-marketing gap by giving you practical strategies, real use cases, and more.

If you’re really serious about revenue, it’s time to align - and AI is how you do it.

TL;DR:

• AI is revolutionizing how marketing and sales teams align by creating a shared view of the customer journey, surfacing real-time buyer intent, and eliminating the guesswork that’s historically created friction between teams.
• When sales and marketing are aligned, businesses see higher conversion rates, faster revenue cycles, smarter budget allocation, and consistent messaging that builds trust across the funnel.
• AI makes this alignment possible by connecting data across systems, analyzing behavior at scale, automating lead handoffs, and helping both teams prioritize the right actions at the right time.
• From smarter ICP definition and predictive lead scoring to signal-based outreach, automated routing, and unified attribution, AI powers the most critical touchpoints where alignment makes or breaks pipeline performance.

Let’s get into it!

How is AI revolutionizing how marketing and sales teams align?

Sales and marketing have always wanted the same thing - more revenue, and faster - but too often, they’ve operated on different data, timelines, and definitions of success.

Marketing hands off leads that sales says are unqualified. 

Sales gives feedback no one logs or tracks. 

Content goes unused, attribution gets murky, and both teams end up second-guessing each other. 

Traditional alignment strategies, such as monthly syncs, shared docs, the occasional workshop, etc., are too reactive and too surface-level to fix the root issue: 

A lack of shared context in real time.

This is where AI steps in. 

Not as another dashboard or workflow tool, but as the connective tissue that ties sales and marketing together around real buyer behavior, pipeline impact, and timing.

AI connects systems, interprets signals, and surfaces what matters most - automatically. 

It reveals which content actually drives conversions, which accounts are warming up, and which campaigns are generating qualified pipeline (not just MQLs). 

It replaces the guesswork with insights, the silos with shared visibility, and the lag with speed.

And unlike manual processes, it keeps working across every channel, every rep, and every touchpoint, so alignment becomes the default, not something you have to chase down.

Next, we’ll look at why this kind of tight alignment isn’t just nice to have. (Hint: It’s giving you a sharp competitive edge.)

What are the benefits of marketing and sales alignment?

When sales and marketing are aligned, the results speak for themselves: higher conversion rates, faster deal cycles, and way less wasted effort. 

But it’s not just about being more efficient. It’s about being more effective at every stage of the funnel.

Here’s what alignment unlocks:

• Better pipeline quality - Marketing knows exactly who sales wants to talk to, and why. That means less time spent chasing bad leads and more time closing real ones.
• Faster speed to revenue - With shared data and intent signals, marketing can trigger content and campaigns the moment interest spikes. Sales can act on those signals in real time. No bottlenecks, no delays.
• Consistent messaging across the journey - Prospects don’t get whiplash from different narratives. AI helps both teams stay on-message based on what’s actually resonating in conversations, not just assumptions.
• Smarter decisions, backed by data - Instead of gut feel or siloed dashboards, teams can finally make strategic calls based on unified, AI-analyzed insights, such as what’s working, what’s not, and where to double down.
• Tighter collaboration, less friction - Alignment builds trust. When both teams see how their work contributes to revenue, finger-pointing stops and momentum starts.

How can AI align marketing and sales teams?

We’ve seen what tight alignment can do for you, but the real question is: 

How do you actually make it happen?

The answer isn’t more meetings or another shared doc, of course. 

It’s using AI to create real-time visibility, shared context, and smart workflows that keep both teams rowing in the same direction.

Here’s a simple step-by-step guide on how to use AI to turn alignment into a working, scalable, and repeatable system:

1. Break down silos with shared data

Start by connecting your sales and marketing tools, and the data they collect and use. 

AI can help by pulling data from different systems, such as CRMs, marketing automation tools, call transcripts, web analytics, etc., and turning it into a single, actionable view of the customer journey, eliminating blind spots.

The result? Sales and marketing finally operate from the same playbook, powered by real-time intelligence instead of siloed guesswork.

2. Set unified goals and success metrics

Use AI to define what a qualified lead really looks like based on behavior, not opinion or gut feeling. 

Then track shared KPIs across both teams, like pipeline contribution or revenue influence, to keep everyone focused on outcomes (not vanity metrics).

3. Align messaging across the entire funnel

AI can analyze call transcripts, email responses, and campaign data to surface what messaging resonates. 

Use these insights to craft content and talking points that feel consistent, whether they come from an ad or a sales rep.

4. Automate the handoff process

With AI-driven scoring and routing, leads move seamlessly from marketing to sales at the right time. 

No more guessing who's ready to talk, as AI can prioritize and notify reps in real time.

5. Foster ongoing collaboration with shared insights

Let AI surface patterns in lost deals, top performers, or high-converting content. 

Then bring sales and marketing together regularly to review what’s working and adjust strategies based on real results, not hunches.

Top 8 ways that AI can be used to align your marketing and sales team

We’ve explored the transformative benefits of aligning sales and marketing, and how AI makes that alignment not only possible, but also seamless and scalable.

And now, it’s time to dive into the top 8 ways AI can drive that alignment.

From identifying your ICP and tracking lead signals to unifying analytics and prompting guided sales actions, these use cases show how every aspect of the buyer’s journey can be optimized to create a revenue engine where every move is in sync.

1. More precise ICP identification

One of the biggest alignment breakdowns happens before a lead even enters the funnel: sales and marketing often don’t agree on who the right customer is. 

While traditional ICPs are built on basic firmographics like company size, industry, and location, those signals barely scratch the surface of what actually drives conversions.

For example, marketing might define the ICP as mid-market SaaS companies with 50–200 employees in North America, based on firmographics from past webinar attendees and launch campaigns targeting that group.

Meanwhile, sales reps are closing deals mostly with series B tech companies with complex buying committees, active integration needs, and strong product-led growth signals, which is a much narrower and more behavior-driven segment.

The result? 

Marketing floods the funnel with leads sales considers “low-fit.” Sales complains about lead quality. 

Marketing insists the leads match the defined ICP. Friction grows, pipeline slows.

This is where AI fundamentally changes the game.

AI can analyze thousands of data points across your existing customer base, such as:

• Product usage patterns.
• Deal velocity.
• Job titles involved in purchase decisions.
• Win/loss history.
• Intent signals.
• Support tickets, and more. 

This way, instead of guessing who your ideal customer is, AI figures it out based on actual behavior and outcomes.

What makes this powerful for alignment is that both teams now operate from a shared, dynamic definition of ICP, which is grounded in real data and not static assumptions. 

Marketing can build content and campaigns tailored to that exact profile. Sales can prioritize outreach to accounts that match those high-fit traits. 

And when a lead doesn’t fit? No debate, just clarity.

Platforms like Warmly help by using AI to identify the behavioral and contextual traits of your best customers, surfacing not just who they are, but how they buy, what they need, etc.

And once your true ICP is modelled, Warmly continuously scans the market for new prospects that match those traits and surfaces them to your team. 

This means marketing can make sure it attracts the right leads, and sales can focus on the right accounts without wasting cycles on low-fit prospects.

2. Enhancing outreach and nurturing

Even when sales and marketing agree on the right accounts to target, things can fall apart when it comes to who reaches out, when, and how. 

Without coordination, you get messy overlaps: marketing sends a nurture email right after sales just called, or sales reaches out cold while marketing is already running a warm campaign. 

The result? A disjointed experience for the buyer and missed opportunities for the team.

AI changes this by monitoring real-time intent signals and helping both teams coordinate their moves + figure out the best time to act.

Warmly helps by continuously monitoring dozens of warm signals across your funnel and enriching that behavior with firmographic data for a 360-degree view.

So, when a prospect starts engaging by visiting key pages, clicking ads, reading emails, watching a demo, or researching on third-party sites, Warmly’s AI engine tracks those behaviors, scores the level of intent, and flags the accounts that are heating up. 

But that’s not all. 

Warmly can also automatically trigger nurture campaigns, sync them to paid ad audiences, or notify the right sales rep in real time. 

As a result, everyone stays informed, and every lead gets the right touch at the right moment.

No more double-tapping cold accounts. No more leads slipping through the cracks. Just coordinated, timely outreach based on what buyers are actually doing.

3. Routing leads to the right person at the right time

Even the best leads can fall through the cracks if they don’t get to the right person quickly. 

Poor lead routing creates one of the most frustrating breakdowns between sales and marketing: 

Marketing generates solid demand, but sales doesn’t follow up fast enough - or worse, the lead gets ignored entirely.

That’s not just inefficient, it’s expensive. 

AI fixes this by automating the lead routing process based on real-time behavior, ICP fit, and custom business logic.

Instead of sending every lead to a general inbox or assigning based on geography alone, Warmly’s AI marketing agent evaluates which rep is best suited to engage, considering factors like account ownership, capacity, territory, product interest, and lead score. 

Namely, you can set intelligent lead routing rules based on your team’s structure, ICP fit, engagement signals, and more. 

So, when a lead hits a certain threshold, like visiting the pricing page or hitting a high engagement score, Warmly automatically routes it to the right rep and sends an instant Slack alert. 

That rep can take action while the lead is still warm, without ever digging through a dashboard.

As a result, marketing doesn’t have to chase sales to follow up, and sales doesn’t waste time triaging. 

The right person gets the right lead the moment action is needed. 

Everyone moves faster, and handoffs become seamless and timely.

4. Powering ad targeting 

Traditional ad campaigns often operate in a vacuum: marketing builds audiences based on generic criteria (eg., industry, job title, or past interactions) and hopes they hit the mark. 

Sales has little visibility into who’s being targeted or why. 

Meanwhile, high-intent prospects may never even see the campaigns meant for them.

AI changes this by feeding real-time buyer signals directly into your ad platforms, so campaigns are always focused on the right people, at the right time.

Instead of using fixed segments, Warmly’s AI continuously updates audiences based on behavior: page visits, content engagement, firmographic enrichment, and offsite research patterns. 

As leads heat up, they’re automatically added to hyper-specific retargeting or prospecting audiences and synced with your ad platforms (Google, LinkedIn, Meta, etc.).

And as they cool down, they’re removed, meaning there’s no wasted budget, no outdated targeting.

This approach means that marketing isn’t guessing who to target, as it's working from live data, and sales don’t get blindsided by cold prospects reacting to irrelevant ads. 

Instead, both teams move in sync: marketing drives awareness with precision, and sales reaches out to prospects already primed by tailored messaging.

5. Unifying analytics and attribution across the funnel

Ask marketing what drove last quarter’s pipeline, and they might say “paid search.” 

Ask sales, and they’ll point to outbound. 

The problem? Each team’s reporting is built in isolation and every channel claims full credit. 

That disconnect leads to misaligned strategy, skewed budget decisions, and endless debates over what’s actually working.

AI fixes this by stitching together every touchpoint across the funnel and mapping it to real pipeline and revenue. 

Warmly brings clarity to attribution by pulling in data from every key source, such as ads, SEO, outbound sales, events, chat, and more, and building a unified model that tracks revenue impact over time. 

For example, let’s say a lead clicked a paid ad, downloaded a whitepaper, engaged with chat, and later booked a demo. 

Warmly captures that entire journey and shows the role each touchpoint played in shaping the deal. 

Marketing sees the assist, sales sees the trigger, and everyone agrees on what worked.

This way, you don’t just see who converted. 

You see how they converted, why, and what influenced them along the way, including things like repeat visits, content engagement, and assisted touches that traditional systems miss.

As a result:

1. Marketing sees the true impact of their efforts across longer deal cycles.
2. Sales can give credit where it’s due and know which content or campaigns support their outreach best. 
3. Leadership finally gets one clean story about performance, grounded in reality.

6. Prioritizing high-potential accounts with predictive insights

Sales and marketing teams are often flooded with accounts, but not all accounts are equal. 

Some are just window shopping, while others are quietly inching toward a decision. 

The problem is, without clear signals, both teams waste time on the wrong ones or miss the right ones entirely.

AI helps solve this by predicting which accounts are most likely to convert, expand, or churn, so teams can focus their time, budget, and energy where it counts most.

Instead of relying on gut feel, AI analyzes historical win patterns, deal velocity, firmographic data, behavioral signals, product usage, and more. 

It then combines real-time intent data and predictive scoring to highlight accounts with the highest likelihood to convert (or grow).

As a result, it surfaces accounts that are actually moving, even if they haven’t raised a hand yet. 

Marketing can use that insight to prioritize campaigns and retargeting, and sales can sequence outreach more strategically, skipping the cold, unqualified spray entirely.

7. Extracting insights from sales conversations

Every day, sales teams have conversations filled with gold: objections, questions, competitor mentions, “aha” moments, and emotional drivers. 

But most of that insight never reaches marketing. 

It lives in call recordings, scattered notes, or, worse, in reps’ heads. 

That disconnect leads to messaging that misses the mark and content that doesn’t support real sales conversations.

AI bridges this gap by analyzing sales calls at scale and surfacing patterns that matter.

Natural language processing (NLP) tools can transcribe and analyze thousands of conversations to identify common themes, such as:

• What do buyers care about?
• What makes them hesitate?
• What language resonates?
• Where are deals getting stuck? 

As one GTM leader recently pointed out on LinkedIn, salespeople are sitting on gold-level insight, but much of it lives in their heads or unstructured call notes. 

Historically, this made it tough for marketing and product teams to access reliable conversion data at scale.

With AI and automation, though, that gap is closing fast. 

Tools like Gong, Fireflies, and Clari can now capture and analyze real sales conversations, turning that unstructured feedback into trend data that’s instantly shareable with marketing. 

As the post puts it:

“With Natural Language Processing AI to aggregate and find trends, patterns, and anti-patterns in the conversational data, the alignment of Product, Marketing, Sales, and Services is a game-changer.”

Moreover, AI detects emotional tone, sentiment shifts, recurring phrases, and high-impact objections across your call data. 

It also clusters insights across buyer personas, industries, or deal stages, giving teams a full-funnel view of what’s working and what’s not.

Let’s say AI picks up that “integration with Salesforce” is a key decision factor in 70% of closed-won calls. 

Marketing uses that insight to create a dedicated landing page and ad campaign and sales updates their demo script. 

Providing this kind of insight into sales conversations allows marketing to build from the voice of the customer and sales team’s insights, creating sharper messaging and more relevant content. 

8. Maintaining consistent messaging across channels

One of the most common cracks in the sales and marketing relationship shows up in messaging. 

Marketing says one thing in campaigns; sales says another in calls. 

Buyers get mixed signals, confused value props, or wildly different tones depending on who they're talking to, and trust breaks down fast.

AI helps solve this by acting as a bridge between teams, ensuring everyone stays aligned on not just what to say, but how to say it.

AI tools can summarize common themes from calls, emails, and content engagement, detect tone inconsistencies, and flag messaging that performs well (or poorly) by segment. 

It then helps reinforce that messaging by suggesting phrasing, content themes, and positioning frameworks that both marketing and sales can use consistently.

Some can even help draft messaging guidelines or adapt assets to stay on-brand across teams.

For example, if AI analysis shows that leads respond better to outcome-focused language ("cut costs by 30%") over feature-heavy phrasing, marketing can shift campaign copy and sales can mirror that tone in follow-ups. 

Everyone speaks the same language, and prospects feel clarity, not contradiction.

With AI helping teams align on message, tone, and delivery, buyers get a cohesive, high-trust experience, no matter where or when they engage.

FAQs

1. What has historically made it hard for the marketing and sales teams to align?

Sales and marketing have often worked from different data, different timelines, and different definitions of success. 

Marketing focused on generating leads, sales focused on closing deals, and the handoff in between was full of friction. 

Without shared visibility or feedback loops, alignment relied more on meetings than on fine-tuned systems.

2. What is the difference between how marketing and sales teams use AI?

Marketing typically uses AI to attract and nurture the right leads through smarter targeting, content personalization, and performance insights. 

Sales, on the other hand, uses AI to prioritize accounts, spot buying signals, and automate follow-ups. 

When combined, these AI-powered workflows bring both teams into sync across the entire funnel.

3. What are some emerging technologies that can help with AI x sales & marketing alignment?

Several emerging technologies stand out the most when it comes to aligning sales and marketing by leveraging AI:

1. Agentic AI - Autonomous AI-driven systems that sense and act across platforms can manage entire workflows like retargeting or outreach sequences, bridging handoffs between marketing campaigns and sales touchpoints 
2. Multimodal predictive analytics - Combines text, behavior, and user profiles to detect which accounts are heating up before reps even notice, helping marketing prep nurturing and sales time outreach.
3. Explainable AI (XAI) - Makes attribution and lead scoring systems more transparent, so both teams understand why a lead is prioritized, which is a key part of building trust across functions.

By integrating these tools, organizations can streamline communication, trust, and execution, directly powering the seamless, data-driven alignment that drives results.

Next steps: Bring your teams together with AI that actually aligns

Marketing and sales alignment has always been the goal, but until now, it’s been held back by siloed tools, delayed feedback, and guesswork at every turn. 

AI changes that. 

From defining your true ICP to surfacing real-time buyer signals, automating handoffs, and creating shared visibility into what’s working, AI isn’t just a tool. 

It’s the connector.

But AI alone isn’t enough. You need the right systems that bring clarity, not chaos.

That’s where Warmly comes in.

We help sales and marketing teams move in sync by tracking the signals that matter, scoring what’s real, automating tedious tasks, and showing you exactly what’s driving pipeline (and what’s not).

Ready to align smarter?

Book a demo with Warmly and make misalignment a thing of the past.

Read more

• AI for Marketing: Best Practices & Software in 2025 - Discover top strategies and tools to run smarter, faster, and more personalized marketing with AI in 2025.
• AI in Sales and Marketing: How to Get More Sales? - Learn how to use AI across both teams to drive alignment, optimize your funnel, and close more deals.
• How to Use AI in Your Sales and Marketing Tech Stack - A practical guide to integrating AI tools into your existing stack without the chaos or complexity.
• 10 Best AI Marketing Tools for B2B Teams [2025] - Explore the highest-performing AI tools B2B marketers are using to boost targeting, content, and conversions.
• AI for Sales: Best Tools & Tips [2025] - See how AI is reshaping the sales process from lead scoring to deal acceleration, and which tools actually deliver.
• AI For Performance Marketing: Best Practices & Software In 2025 - Optimize spend, creative, and attribution with AI-driven performance marketing strategies and the best platforms to support them.
• 10 Best AI Sales Tools for B2B Teams [2025] - A curated list of the most effective AI-powered sales tools helping B2B teams move faster and close smarter in 2025.

In 2025, the best marketing teams aren’t just using AI chatbots. Instead, they’re building entire campaigns around them. 

From qualifying leads to booking demos to answering product questions 24/7, today’s bots do way more than just chat.

But here’s the catch: not all AI chatbots are built for marketing. 

Some are clunky. Others aren’t customizable. And too many leave you guessing what impact they’re actually driving.

That’s why I put together this guide to set you on the right track. 

I reviewed the 10 best AI chatbots for marketing teams in 2025, shortlisting the tools that actually move the needle on pipeline, personalization, and performance. 

Whether you’re B2B, B2C, or something in between, there’s a chatbot here that can work for your business.

TL;DR:

• Warmly offers the best AI chatbot for marketing with real-time, signal-based personalization, branded AI conversations trained on your messaging, frictionless human handoff, and full-funnel automation that turns website traffic into pipeline - not just replies.
• Enterprise-grade tools like Drift, Conversica, Haptik, and Gupshup are ideal for larger teams needing omnichannel outreach, ABM playbooks, or high-volume lead qualification across email, SMS, voice, and chat.
• Meanwhile, tools like ChatGPT (API), Tars, Manychat, Social Intents, and ChatSonic are great for teams who want custom-built flows, social engagement automation, Slack-based live chat, or a versatile AI assistant for internal marketing tasks.

Let’s break down what they do, what makes them different, and how to choose the right one for your team.

Factors to consider when choosing an AI chatbot for marketing

Not all chatbots are created equal, especially when it comes to driving real marketing outcomes. 

Here are a few things to look for before adding an AI chatbot to your stack.

1. Marketing-specific capabilities

Generic chatbots won’t cut it. 

Look for tools that offer lead capture, segmentation, A/B testing, and campaign integrations, not just canned responses.

The right AI chatbot should feel like a genuine extension of your marketing team, not just a preprogrammed machine.

2. Integration with your stack

The best chatbot is the one that plays nice with your existing tools. 

Make sure it connects easily to your CRM, ad platforms, analytics, and marketing automation tools, as a disconnected bot creates more friction than value.

3. Customization and personalization

Your brand isn’t one-size-fits-all, and your bot shouldn’t be either. 

Choose a chatbot that lets you customize tone, flows, and targeting based on audience segments and your brand’s unique position.

Remember - personalization at scale is what turns conversations into conversions.

4. Performance tracking

If you can’t measure it, you can’t improve it. 

Prioritize chatbots with clear analytics, conversion tracking, and insights that tie conversations to pipeline.

5. AI quality and learning

Smarter bots deliver better experiences. 

Go for a chatbot with natural language understanding (NLU), contextual memory, and continuous learning capabilities.

A good bot gets better over time and helps your team do the same.

What are the 10 best AI chatbots for marketing in 2025?

Here are the 10 best AI chatbots for marketing that I shortlisted out of the 30+ tools I evaluated:

1. Warmly 

Best for: Turning anonymous website traffic into booked meetings with intelligent, on-brand conversations powered by real-time buying signals.

Who is it for: B2B marketing and revenue teams that need to qualify and engage high-intent prospects automatically without increasing headcount and missing opportunities.

Warmly is a signal-based AI-powered marketing platform that helps B2B teams identify, prioritize, and convert their highest-intent leads using real-time person-level data and agentic AI. 

Its intelligent AI chat is one of many tools built to engage prospects the moment they show interest by booking meetings, answering questions, and driving pipeline automatically.

Let’s look at some of the features that make Warmly - and its AI Chatbot - the perfect choice for GTM teams of all shapes and sizes.

Feature #1: Branded AI chat

Most chatbots feel like you’re talking to a robot that doesn’t get your business - or your buyer. 

Warmly’s AI Chat is different for several reasons.

FIrstly, it’s trained on the same messaging, positioning, and product knowledge you use to onboard your sales team, so every response sounds like it came from someone who actually works at your company.

And secondly, Warmly’s AI chat adapts to who’s on your site and why they’re there, so it can do more than just spew out generic, machine-sounding answers. 

It leverages real-time Warm Signals - like job titles, company fit, referral source, visit history, and funnel stage - to tailor every interaction with surprising precision:

1. A returning prospect from a closed-lost deal? The chat can recognize them instantly, welcome them back, and offer a second shot with a fresh CTA. 
2. A decision-maker lingering on your pricing page? It can lead with urgency, surfacing a compelling value prop or offering a time-sensitive demo. 
3. Even casual visitors reading a blog can be routed to the right content or invited into a soft-touch conversation, keeping them warm without being pushy.

Every response is contextual, dynamic, and goal-driven, designed to move leads forward based on what they care about right now.

This way, you get more than just smarter chat. Warmly’s chatbot is your brand, your brain, and your best SDR instincts, running 24/7. 

It turns static landing pages into live sales conversations, helping you engage, qualify, and convert leads while you sleep.

Feature #2: Warm Chat

Some moments are too important to leave to automation. 

That’s where Warmly’s Warm Chat steps in, bridging the gap between intelligent AI and human connection. 

When a high-intent lead is actively engaging with your site, Warmly instantly notifies your team and invites you to jump into the conversation in real time.

Moreover, you’re not blindly guessing who to talk to, as Warmly has already done the signal detection for you. 

You’ll know exactly who the lead is, what company they’re with, how they found you, what pages they’ve viewed, and what signals they’ve triggered - whether it’s a return visit, time on page, or prior engagement history. 

No more chasing anonymous traffic or cold live chats that go nowhere, as every alert is tied to a real, high-fit person showing real intent.

And when the timing’s right, you can instantly escalate from text chat to a live video call - no scheduling, no friction, just one click. 

It’s a seamless, human moment in the middle of a digital journey, and it often makes the difference between a bounced visitor and a booked opportunity.

It’s the ultimate combo of proactive AI and human touch, so you’re always ready when your best leads are.

Feature #3: Signal-aware attribution

Attribution is one of the most problematic parts of B2B marketing, and Warmly fixes it. 

While most marketing tools give you siloed views where every channel takes full credit, Warmly pulls everything into one unified model. 

It tracks how every lead actually moved through your funnel across ads, SEO, outbound, events, chat, and more, and maps that journey with time context and real revenue impact.

You’ll see:

• The actual pipeline is driven.
• How was it driven?
• Which exact touchpoints played a role?

As a result, there’ll be no more inflated dashboards or finger-pointing between teams. 

And it doesn’t just show what converted, it also shows why. 

Warmly’s signal-based attribution accounts for the nuances of real buyer behavior, like repeat visits, content engagement, and chat interactions, so you get a complete, credible picture of what’s working.

Now sales, marketing, and finance can all align on the same story with clear visibility into performance, clean data for decision-making, and insights you can confidently report to the board.

Feature #4: Agentic AI suite

Most AI tools automate one slice of your funnel, but Warmly goes further. 

Its agentic AI suite includes four powerful assistants that work together to help you build pipeline across every stage, from targeting to outreach to follow-up. 

Each one is built to scale human-like marketing and sales motions, without needing to hire more humans:

1. AI SDR keeps leads warm with automated follow-up across email and LinkedIn. It personalizes every touchpoint based on intent, timing, and behavior, so no lead slips through the cracks.
2. AI Marketing Ops takes care of audience building, segmentation, and campaign routing. It syncs your warmest leads to your CRM and ad tools, so the right messages hit the right people automatically.
3. AI Demand Gen watches for real-time buying signals and uses them to trigger hyper-targeted ads, on-site offers, and follow-up workflows, so you never miss a chance to convert.
4. AI Copilot is your rep’s research assistant, surfacing the best prospects, why they’re ready, and exactly what to say to start the conversation.

Together, they act like an extension of your team, handling the manual, the repetitive, and the invisible work that slows you down. 

The result? More reach, faster conversions, and a marketing engine that runs 24/7.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

Pros & Cons

✅ Truly intelligent AI chat that feels on-brand and context-aware, as conversations are driven by real-time signals and trained on your own messaging.

✅ Combines AI automation with human connection by letting you easily loop in reps via Warm Chat or escalate to video when the moment is right.

✅ Agentic AI that works across the entire funnel, including SDR automation, audience building, ad targeting, and personalized outreach.

✅ Unified, signal-based attribution let you see exactly what influenced each deal with clean, cross-channel insights that align sales, marketing, and finance.

✅ Enterprise-ready intent data and visitor de-anonymization allow you to identify and prioritize high-fit prospects with real-time person-level signals.

✅ Free forever plan and flexible pricing tiers so you can get started easily, and then scale with features that grow as your GTM motion matures.

❌ Its most advanced features are available only on the paid plans.

2. ChatGPT (via API)

Best for: Powering custom, intelligent chatbots that deliver human-like conversations on websites, landing pages, and in-product experiences—especially when pre-built chatbot platforms are too limiting.

Who is it for: Developers, marketing ops, or product teams at B2B or B2C organizations who need a customizable, intelligent assistant and are prepared to integrate and manage it themselves.

ChatGPT isn’t a standalone chatbot.

However, it is one of the smartest conversational engines you can embed into your own widget, app, or website. 

With GPT-4/4o, you get natural language understanding, context-aware replies, and the flexibility to design flows that perfectly align with your brand and goals.

Key features

• Advanced NLP engine - Powered by GPT‑4/4o, it understands intent, context, and tone, enabling human-like conversations far beyond rule-based bots.
• Fully customizable - Define prompt templates, personality, tone, and content logic to match your brand or product without compromise.
• Context retention - Maintains memory within a session, allowing follow-up questions and deeper conversational paths. 

Pricing

When it comes to ChatGPT’s pricing, you need to look into OpenAI API pricing to get a good idea of how much it will cost you to integrate this conversational engine in your chatbot.

The price depends on the model you need, and you’ll be charged for both the input and the output.

Here are the prices for a few OpenAI models, so you can assess the costs:

1. gpt-4.1: Input $2, Cached Input $0.50, Output $8.
2. gpt-4.1-mini: Input $0.40, Cached Input $0.10, Output $1.60.
3. gpt-4.5-preview: Input $75, Cached Input, $37.50, Output $150.
4. gpt-4o: Input $2.50, Cached Input $1.25, Output $10.

Note: The prices listed are per 1M tokens.

Pros & Cons

✅ Human-level conversational quality with deep understanding and relevant responses and no dead-end loops.

✅ Full customization and brand alignment, as you control tone, logic, and user experience end-to-end.

❌ It’s not an out-of-the-box chatbot and requires setup and ongoing moderation, which can be a deal breaker for smaller teams with limited resources.

3. Conversica 

Best for: Automating lead follow-up and qualification across email, SMS, or chat to consistently engage every prospect and deliver conversation-qualified, sales-ready leads.

Who is it for: Marketing, sales, and customer success teams at mid-market to enterprise companies drowning in leads, needing automated outreach that surfaces only high-intent prospects.

Conversica offers AI-powered Revenue Digital Assistants that send personalized, natural messages and follow-ups via email, SMS, and website chat, autonomously engaging and qualifying leads until they’re ready for human handoff. 

It connects directly to your CRM/marketing systems, freeing your team to focus on closing deals rather than chasing responses. 

Key features

• Contextual two‑way outreach - Automatically engages leads with personalized emails/SMS and continues until the prospect indicates interest or disinterest.
• Intent-based qualification - Actively asks about interest, collects key details, and confirms fit before alerting sales, converting predictive scores into true sales readiness. 
• Omni‑channel conversation - Drives the same Virtual Assistant across email, SMS, and web chat, ensuring follow-up at every touchpoint. 

Pricing

Conversica doesn’t publish its price.

There’s no free trial either, so all that’s left is to book a demo with its team and ask them all you want to know on the spot.

Pros & Cons

✅ Supports email, SMS, and chat, allowing for multichannel engagement. 

✅ Smooth rep takeover via “Reply as Assistant” for complex or sensitive conversations. 

❌ It’s priced at enterprise level and designed for lead-heavy programs, so it may be overkill for smaller teams or simpler needs. 

4. Gupshup 

Best for: Running omnichannel conversational marketing campaigns across WhatsApp, SMS, web chat, voice, and RCS from a single platform.

Who is it for: Mid-market to enterprise teams in retail, fintech, education, travel, and government looking to automate lead gen, customer engagement, and commerce on the channels their users actually use.

Gupshup is a powerful conversational AI platform that enables you to build, manage, and optimize chatbots across 30+ channels from WhatsApp and SMS to voice and web, without coding. 

It combines easy-to-use bot builders, AI agents, and API integrations to power marketing and commerce flows with scale and flexibility. 

Key features

• Multi-channel reach - You can deploy chatbots via WhatsApp, SMS, RCS, voice, Instagram, and web, all managed from a single platform. 
• AI Agent Library - Leverage pre-built agents for lead gen, product discovery, collections, order management, and more, which are all ready to customize. 
• Low-code bot builder - Design chat flows visually or generate bots automatically from website URLs and documentation. 

Pricing

Gupshup is another platform that doesn’t disclose its prices. 

You can contact its sales team for details.

Pros & cons

✅ Pre-built AI agents for fast time-to-value/

✅ Robust scalability, can handle billions of messages per year.

❌ Steep learning curve for beginners, as its feature-rich ecosystem requires time to learn, and documentation can be uneven.

5. ChatSonic 

Best for: Automating marketing research, content creation, reporting, and more, all in one intelligent conversational interface tailored for digital marketers.

Who is it for: Marketing and growth teams looking for a no-code, AI-first assistant that can generate SEO-ready content, answer Live Chat questions, and integrate directly with tools like Ahrefs and WordPress.

ChatSonic is an all-in-one AI marketing agent built on GPT‑4, Claude, and Gemini, delivering real-time data, SEO research, brand voice consistency, and live chatbot capabilities. 

It adapts to context, pulls in live web data via Google Search, and integrates with marketing platforms, so you can chat, create, and publish from a single dashboard. 

You should note, however, that this chatbot is designed for internal use only - meaning it’s a conversational AI-powered marketing assistant and not a chatbot for interacting with leads.

Key features

• Real-time data access - Fetches up-to-date information directly from Google Search to power chat responses with accurate, live answer for any query you may have.
• Multi-model support - Lets you switch between GPT‑4, Claude, Gemini, and others for different quality/speed tradeoffs.
• Analyzes data and creates reports - Helps you extract valuable insights and analyze any kind of data through straightforward chat interactions.

Pricing

Chatsonic is part of the Writesonic platform, and it’s included in all 6 of its pricing plans:

1. Basic: $20/month, includes one user, one project, AI article writer, 10 AI Agent generations/month, 5 articles/month, etc.
2. Lite: $49/month, includes everything in Basic but with higher usage limits.
3. Standard: $99/month, includes everything in Lite with higher usage limits, plus brand presence tracking, automatic fixes using AI in site audit, etc.
4. Professional: $249/month, includes everything in Standard with higher usage limits, plus API access, access to ChatGPT 4, etc.
5. Advanced: $499/month, includes everything in Professional with higher usage limits, plus user management, project scaling, etc.
6. Enterprise: Starting from $1,499/mo, annual plan only, includes everything in Advanced with higher usage limits, plus advanced Generative Engine Optimization (GEO), SSO & enterprise-grade security, custom training, etc.

Pros & cons

✅ Combines research, writing, image creation, and publishing tools in one platform. 

✅ It can also generate visuals and supports voice-to-text within conversations.

❌ It’s not a chatbot for lead-oriented interactions, but more of a conversational AI-powered marketing agent.

6. Haptik 

Best for: Automating lead qualification, commerce interactions, and personalized conversational experiences across multiple messaging channels.

Who is it for: Medium to enterprise teams in retail, fintech, travel, healthcare, and other verticals seeking scalable, omnichannel conversational agents for marketing and transactional use cases.

Haptik is an enterprise-grade conversational AI platform that lets you build, deploy, and manage intelligent chatbots across web, mobile, WhatsApp, SMS, and voice, all through a no-code interface or API. 

It’s designed for growth-focused teams that need bots to do more than answer FAQs, such as support lead capture, product discovery, bookings, and even commerce transactions at scale. 

Key features

• Omnichannel deployment - Launch bots across WhatsApp, SMS, RCS, web chat, voice assistants, and social messaging from a unified platform.
• AI Agent Studio - Use pre-built AI agents (e.g., lead qualification, booking, commerce) or build your own with no-code flows and backend API integrations. 
• Analytics & optimization - Robust dashboards track usage, conversation flows, and engagement metrics, plus RAG-powered suggestions to refine NLP and performance over time.

Pricing

Haptik doesn’t publish prices for its pre-built agents or agent builder.

You can contact its team for more information.

Pros & cons

✅ Fast time-to-value with templated agents for lead gen, bookings, and eCommerce.

✅ Easy, no-code bot building.

❌ Limited customization options.

7. Manychat 

Best for: Automating social media marketing and lead generation via chat, comments, and DMs on various platforms.

Who is it for: Small-to-medium businesses, creators, agencies, and marketing teams that need a fast, user-friendly chatbot to capture leads, automate engagement, and drive sales in messaging apps.

Manychat is a no-code chatbot builder that enables marketers to design and deploy automated conversation flows, broadcast messages, and handle customer interactions across social and messaging platforms. 

It supports live chat handoff, contact segmentation, and integrations with tools like Shopify, Mailchimp, and Zapier. 

Key features

• Visual flow builder - Build chat sequences with a drag-and-drop interface, using triggers like comments, keywords, or broadcasts, with no tech skills required. 
• Growth tools - Automate comment replies, link DMs from ads, and collect contact info with smart integrations for Messenger, Instagram, and TikTok. 
• Targeted message sequences - Send targeted drip campaigns, promotional messages, or one-off broadcasts to segmented audiences. 

Pricing

Manychat has a free forever plan that lets you engage up to 1000 customers via Instagram DM, TikTok, and Facebook Messenger.

If you need more features or want to contact more leads, you can upgrade to one of two paid plans:

1. Pro: Starts at $15/mo for up to 2500 contacts and goes up to $8835 for 2000001+ contacts, includes everything in Free, plus WhatsApp messages, SMS & email, analytics, advanced campaigns, etc.
2. Elite: Custom pricing, includes everything in Pro, plus dedicated onboarding, priority support, access to expert crafted automations, etc.  

Pros & Cons

✅ Intuitive drag-and-drop builder allows non-technical users to build bots in minutes. 

✅ Robust engagement tools that let you automate comment replies, capture leads from ads, and run entire campaigns effectively. 

❌ Does not support embedding bots directly on websites, it’s designed for social media engagement only.

8. Social Intents 

Best for: AI-powered customer interactions with seamless handoffs in Slack. Microsoft Teams, or Google Chat.

Who is it for: Small to mid‑sized B2B and service teams already using Slack or Teams who want to add proactive chat, AI answers, and lead qualification without introducing new inboxes.

Social Intents delivers both AI‑powered web chat and live chat routed into familiar tools like Slack and Teams. 

You train the chatbot on your website content, react to visitor behavior with triggers, and automatically escalate to human agents, all while staying inside your team’s daily workspace. 

Key features

• Embedded AI chatbot - One‑click training on URLs, PDFs, or help docs, powering common Q&A so visitors get instant, on‑brand responses.
• Live chat in Slack/Teams - Visitors chat via your website widget, and agents can reply right from Slack, Teams, Zoom, or Webex with no new tools needed. 
• Seamless escalation - The bot handles routine queries, then escalates complex ones with full context into the live‑chat thread. 

Pricing

Social Intents offers five paid plans:

• Starter: $49/month, includes 1 chat widget, 1 website, up to 3 agents, 200 chat conversations/month, free ChatGPT integration, and training on up to 200 URLs.
• Basic: $79/month, includes everything in Starter and adds support for 2 widgets and websites, unlimited agents, 1000 monthly chats, shortcuts, support for ChatGPT, Gemini, and Claude, and 1000 AI-trained URLs.
• Pro: $132/month, includes everything in Basic, plus 5 widgets and websites, 5000 monthly chats, automatic URL retraining, cross-team transfers, white-labeling, and 5000 trained URLs.
• Business: $265/month, designed for larger teams, includes everything in Pro, plus 10 widgets and domains, 10,000 chats/month, real-time auto-translation, and advanced white-label features.
• Agency/Reseller: $299/month, built for client work, includes 10 sub-accounts, branded portals, 10 chatbots, and the ability to bill clients directly (you can add more clients for $20/month each).

All plans are billed monthly, with discounts available for annual billing, and the first four come with a 14-day free trial.

Pros & Cons

✅ AI + human hybrid experience, where automated answers reduce workload, while live escalation ensures quality.

✅ Fast to deploy, you can set up in under 5 min with no dev support. 

❌ Limited AI tuning ot training, advanced NLP customization is less accessible than specialized platforms. 

9. Drift 

Best for: Capturing high-intent website visitors and instantly converting them into pipeline with AI-powered chatbots, account-based playbooks, and real-time live chat routed to reps.

Who is it for: B2B revenue teams that use Salesloft and are focused on conversational marketing and ABM.

Now fully integrated into Salesloft, Drift brings enterprise-grade conversational marketing and real-time engagement designed for pipeline acceleration. 

Its AI chatbots qualify visitors 24/7, de-anonymize prospects, and combine live chat with Salesloft workflows to drive revenue efficiently.

Key features

• AI-powered chatbots - Lets you engage visitors with open-text, natural conversations, answer queries, and book meetings around the clock.
• Live chat + routing - Seamlessly escalates from bot to human chat in real-time, and syncs engagements with Salesloft’s live feed and rhythm workflows. 
• AI insights & analytics - Surface trends, intent signals, conversation themes, and pipeline impact to continuously refine your playbooks.

Pricing

Although Salesloft has two pricing plans, Drift is charged separately.

However, Salesloft doesn’t disclose prices for any of its products, so you’ll have to contact sales for details.

Pros & Cons

✅ Deep Salesloft integration means that conversations, intent signals, and routing connect directly into your Salesloft workflows for immediate sales action.

✅ Intuitive interface that requires no technical skill.

❌ Complex initial setup that requires configuration and admin support.

10. Tars 

Best for: Replacing static landing pages with interactive chatbot funnels that boost conversion rates by 2–3x using no-code, AI-driven chat experiences.

Who is it for: Marketing teams and agencies running PPC or paid campaigns, as well as mid-market businesses looking for fast, high-impact conversational workflows without developer dependencies.

Tars is a no-code conversational AI platform that lets marketers design chatbot-powered landing pages with drag-and-drop ease. 

Its conversational agents deliver smarter, interactive experiences by routing leads to the right content or workflows while integrating seamlessly with CRMs and analytics.

Key features

• No-code builder + drag-and-drop designer - Build logic-rich chatbots quickly with intuitive gambits and conditional flows, no coding output required. 
• High-converting templates - Choose from over 950 industry-specific chatbot templates to jumpstart campaigns and optimize funnel performance.
• Live chat handoff - Escalate real-time conversations to human agents via live chat when needed, keeping leads engaged and connected.

Pricing

Tars has a freemium plan that includes 50 conversations per month, basic LLM models, a training limit of 5 knowledge bases and 1-month data retention.

If you need more features, there are two paid plans to choose from:

1. Premium: Starting at $499/mo for up to 500 conversations/mo and goes up to $7,999/mo for up to 10,000 conversations/mo, includes 12 months of data retention, advanced LLM models, training limit of 20 knowledge bases, etc.
2. Enterprise: Custom pricing, has custom volume, white-glove onboarding, unlimited knowledge bases, custom integrations, etc.

However, if you want live chat handoff, you’ll have to pay extra because this feature is available only as an add-on for Premium and Enterprise users, costing $600/yr/seat.

Pros & Cons

✅ Fast, code-free setup enables you to launch bots in under an hour with intuitive tools and proven templates.

✅ Flexible and powerful logic with detailed flows (gambits, conditional paths) that give more control than basic bots. 

❌ Limited AI-based understanding, as its chatbots rely more on pre-defined flows rather than dynamic natural language understanding.

Next steps: Choosing the right AI chatbot for your marketing goals

The best AI chatbot for your team isn’t the one with the most features. It’s the one that fits your motion, speaks your brand, and helps you convert more of the right traffic, faster. 

Whether you're building conversational landing pages, qualifying leads at scale, or simply making your website feel more alive, there's a tool on this list built for your goals.

And if you’re looking for a platform that goes beyond just chat, combining real-time buying signals, branded AI conversations, and full-funnel automation, Warmly is the right solution that’s built to deliver pipeline, not just replies.

Curious to see it in action?

Book a demo with Warmly to see how signal-based AI chat can turn your website into your best-performing sales rep.

Read more

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Marketing used to be about reaching the most people. 

Now, it’s about reaching the right people in the right way. 

That means understanding who they are, what they care about, and how to speak to them like a human, not a broadcast.

That’s where AI comes in.

AI helps you personalize marketing better than ever by allowing you to move beyond generic campaigns and create experiences that actually feel relevant without needing a massive team or endless hours of manual work. 

It can tailor your emails, ads, and website content based on real-time behavior, past actions, and intent signals.

In this guide, I’ll break down exactly how to use AI for personalized marketing at scale without sounding robotic, losing trust, or getting creepy. 

You’ll learn where it works best, how to set it up the smart way, and what to avoid if you want your audience to stay engaged.

Let’s dive in!

How is AI used to personalize marketing in 2025?

Today, AI is used in marketing to personalize customer experiences by turning data into real-time insights and action. 

Instead of relying on broad segments or manual guesswork, AI looks at individual behavior, such as what someone clicks, reads, searches, or buys, and uses that information to tailor messaging across every channel.

In 2025, personalization isn’t just about using someone’s first name in an email. 

It’s about:

• Understanding intent. 
• Knowing where someone is in the buying journey. 
• Anticipating what they might need next. 
• And doing it all automatically, without overwhelming your team.

That’s where AI shines.

By continuously analyzing signals from across your website, CRM, email platform, ad campaigns, and even offline interactions, AI helps you deliver more relevant experiences faster. 

It’s like having a marketer who never sleeps, constantly learning and optimizing how you show up for every prospect and customer.

Sounds good? Wait until you see the actual advantages of incorporating AI in marketing personalization strategies!

What are the benefits of using AI to personalize marketing?

The benefits of using AI for marketing personalization are all about doing more of what works, just faster, smarter, and at scale. 

Once you’ve got the foundations in place, AI doesn’t just help you reach people, it helps you resonate with them.

Here’s what that looks like:

1. Real-time relevance - AI tracks customer signals as they happen, so your marketing responds instantly, not days or weeks later. Whether someone views a product page or clicks a pricing link, your next move is based on what’s happening now.
2. Scalability without burnout - Manual personalization just doesn’t scale. AI automates the heavy lifting, so you can deliver 1:1-style experiences to thousands of leads without adding headcount or burning out your team.
3. Smarter segmentation - Instead of static lists, AI continuously re-sorts your audience based on behavior, intent, and context. This means your campaigns stay fresh and relevant, even as your audience shifts.
4. Higher engagement and conversions - Personalized content performs better, period. AI helps you send the right message at the right time, which keeps prospects interested and nudges them closer to action.
5. Better alignment across teams - AI-powered insights don’t just help marketing. They also give sales and customer success a clearer picture of each buyer’s journey. That means more meaningful outreach and stronger handoffs.
6. Continuous learning and optimization - AI gets smarter over time. As it sees what’s working (and what’s not), it adjusts automatically, helping you fine-tune campaigns without needing a full post-mortem every time.

AI vs. No AI: What’s the difference in personalized marketing?

8 ways that you can use AI for personalized marketing

Now that we’ve covered the benefits of using AI in marketing personalization, let’s take a closer look at what that actually looks like in practice.

Namely, AI isn’t just helping marketers work faster. It’s helping them deliver moments that feel personal, relevant, and well-timed. 

Below are 8 real-world ways AI is being used to bring personalization to life across channels without increasing headcount.

1. Intelligent website chat

For years, website chat has been stuck in a loop: scripted bots asking robotic questions, offering irrelevant responses, and frustrating visitors more than helping them. 

In 2025, that no longer cuts it. 

AI-powered chat has evolved into something much smarter and much more human.

Today’s intelligent chat systems do more than just “answer FAQs.” 

They adapt in real-time based on who’s visiting your site, where they came from, what pages they’ve viewed, and what their intent might be. 

Instead of pushing everyone through the same flow, they personalize the conversation by:

1. Greeting returning leads by name.
2. Surfacing relevant content.
3. Offering to book a demo when the timing’s right, etc.

That kind of real-time, contextual awareness is exactly what turns anonymous traffic into qualified pipeline.

Warmly’s AI Chat brings this level of intelligence to life. 

It’s trained on your company’s actual messaging, so it sounds like you, not a script. 

It also knows your ICPs, monitors Warm Intent Signals, and adjusts its responses accordingly. 

This way, if a lead from a closed-lost deal revisits your site, it can say “Welcome back.” 

And if a high-fit account shows interest in pricing, it can immediately offer to schedule a demo, with no human intervention required.

Even better? It scales with you. 

One AI chat assistant can handle hundreds of visitors at once, guiding each one in a way that feels personal and thoughtful, and not generic or forced.

This isn’t just better for the visitor - it’s better for your team. 

No more wasted SDR time answering routine questions or chasing unqualified leads. 

With AI-powered website chat, your reps only step in when it really matters, after the AI has qualified the conversation and captured interest.

And Warmly’s AI Chat comes with an extra twist. 

Your reps can tune into the conversation with high-value leads when things start getting hot, not only via text chat but via live video chat, as the platform enables seamless transition from text to video.

This way, you can ensure each lead will be engaged in the way best suited for their intent levels.

2. Dynamic offers

Most website visitors never convert, not because they’re not interested, but because the experience doesn’t speak to them. 

The same pop-up, same CTA, same “Schedule a demo” button shows up for everyone, whether they’re ready to buy or just browsing. 

That there is a missed opportunity.

Dynamic on-site offers change that.

Instead of showing static messages, AI analyzes who the visitor is, what pages they’ve viewed, how long they’ve stayed, and what behaviors they’ve shown. 

Then it delivers a personalized offer in real-time, whether that’s a product tour, a case study, a discount, or a direct prompt to book a call. 

It’s personalization at the moment that matters most.

Warmly’s dynamic on-site offers, known as Warm Offers, let you identify high-intent visitors the moment they land on your site. 

It de-anonymizes traffic, matches visitors to accounts, and triggers targeted pop-ups based on company, behavior, and buying signals. 

For example, a repeat visitor from a target account might see a “Ready to reconnect?” message with a one-click calendar link. 

Someone scrolling your pricing page might get a limited-time incentive to book a demo.

The result? No more interruptive, one-size-fits-all CTAs. Every visitor sees a message that feels relevant, because it actually is.

Marketers can build these pop-ups in seconds with a no-code editor, easily segment audiences, and sync all activity directly with their CRM. 

Performance is tracked automatically, so you’re not guessing what works - you’re doubling down on what converts.

In a world where attention spans are short and competition is high, these personalized moments can be the difference between a bounce and a booked meeting.

3. Hyper-personalized outreach orchestration

Personalized outreach used to mean hours of manual work, including digging through CRM notes, researching accounts, writing emails from scratch, and hoping for a reply. 

The problem? It doesn’t scale. 

And when teams try to cut corners with generic sequences, reply rates tank.

AI fixes that.

Smart outreach orchestration uses AI to automatically identify who to reach out to, when, and how based on live signals, past engagement, and account fit. 

Instead of blasting the same message to everyone, AI crafts and sends tailored sequences to the right contacts at exactly the right moment.

Warmly’s Orchestrator brings this to life by monitoring buying signals across your funnel, such as site visits, ad clicks, prior engagement, etc., and triggering personalized email and LinkedIn sequences as soon as someone shows interest. 

It can even identify all key stakeholders at a target account and multi-thread outreach on your team’s behalf.

This way, outreach isn’t just triggered. It's contextual. 

If someone’s browsing your pricing page, they’ll get a message that reflects it. 

If someone else downloaded a case study last week, their message will reference that behavior.

Better still, Warmly automatically checks if that contact is already being sequenced, avoiding embarrassing double outreach or overlap between reps.

For fast-moving teams, this is a game-changer, as SDRs don’t waste time combing through data or guessing who to prioritize. 

Instead, AI handles the orchestration while your team focuses on high-value conversations and closing deals.

4. AI-powered personal assistants for marketers

Keeping up with which leads to contact next, and how, is one of the biggest challenges in modern marketing. 

With so many signals flying around, it’s easy to miss the moment when someone’s actually ready to hear from you. 

That’s where AI-powered personal assistants come in.

These assistants act like a second brain for your team. 

They scan your CRM, intent data, and website activity to surface timely recommendations, like who to reach out to, why they’re a good fit, and even what to say. 

No more guessing. No more tab-hopping.

Warmly’s AI Copilot does exactly that.

It looks at live buyer intent signals, like repeat visits, key page views, or past engagement, and tells your reps who’s heating up. 

It doesn’t just flag leads, though.

It also explains why they’re showing intent and suggests messaging that feels personal, not templated.

The real value? Your team doesn’t waste time researching or making assumptions. 

They focus on meaningful outreach with the leads that matter most, backed by AI insights that are actually useful.

This kind of assistance isn’t just a time-saver. 

It raises the bar for how consistently your team shows up with relevant, timely messaging, and that’s what turns leads into conversations, and conversations into pipeline.

5. Context-aware ad targeting

Most B2B ad campaigns waste budget by targeting the wrong people at the wrong time. 

You upload a list, define some basic segments, and hope your message lands. 

But when those segments are outdated or too broad, performance drops fast.

That’s where AI-powered, context-aware targeting comes in.

Instead of relying on static audience lists, AI continuously tracks behavioral signals, such as website visits, email engagement, and page views, and builds dynamic audience segments that reflect real-time interest and intent. 

It doesn’t just show who to target, but when they’re actually ready to hear from you.

Warmly enables this kind of precision by syncing warm intent signals with your ad platforms. 

As soon as someone from a high-fit account starts showing interest, say, visiting your comparison page or returning after a lull, Warmly automatically updates your ad audiences to include (or exclude) them based on their behavior.

The result? 

Your ads are only served to people who are actively engaging or showing real buyer intent, making your campaigns more relevant and cost-effective.

This also means you can tailor your creative more effectively by:

• Showing product-led messaging to evaluators.
• Educational content to early-stage researchers.
• Conversion offers to high-intent buyers.

It’s a smarter way to advertise, where targeting is timely, spend is efficient, and every ad feels like it showed up just when it was needed.

6. Generative ad personalization at scale

Creating ad creatives that resonate with different audiences used to take weeks and a whole design team. 

Now, generative AI makes it possible to produce tailored ad variations in minutes, helping brands scale their paid efforts without sacrificing relevance or performance.

Instead of running one generic ad to a broad segment, marketers can now generate copy and visuals that align with each audience’s industry, pain points, or stage in the funnel. 

The messaging speaks directly to what that group cares about on autopilot.

For example, an AI-powered ad campaign might show:

• A feature-focused message to someone in the evaluation stage.
• A brand credibility message to a cold prospect.
• A bottom-of-funnel CTA to someone who’s visited your pricing page.

Platforms like Omneky and AdCreative.ai are already enabling this at scale by using AI to test multiple ad versions across channels, analyze what works, and generate new creatives based on live performance data.

And in a crowded feed, that’s the edge that gets you noticed - and clicked.

7. Personalized content creation with AI

Content is still the backbone of most marketing strategies, but generic blog posts, ebooks, and guides don’t cut it anymore. 

In 2025, the most effective content feels like it was written specifically for the person reading it. 

AI is what makes that possible without burying your team in manual work.

With the right setup, AI can generate personalized content tailored to different personas, industries, or funnel stages. 

That could mean:

• A landing page versioned for each vertical you sell to
• A product one-pager customized to a specific use case
• An email nurture sequence adapted to how a lead has engaged previously

And it’s not just about inserting {First Name} or {Company}. 

AI understands tone, context, and goals, so the content doesn’t feel mass-produced. It feels relevant.

And that relevance drives real results.

Jon Dick, a marketing leader at HubSpot, recently shared that their team saw an 82% increase in conversion rates after implementing AI-powered email personalization using Breeze in HubSpot. 

That kind of lift isn’t theoretical - it’s happening now.

Tools like Jasper, Copy.ai, and Writer help marketers automate this process, generating high-quality drafts that align with your brand voice and audience segments.

Warmly can support this personalization layer by enriching content workflows with its intent signals.

When you know a visitor is part of a late-stage opportunity, for example, your nurture email can automatically include a relevant case study or comparison page. 

When an early-stage lead downloads a guide, AI can trigger a follow-up sequence built around their specific industry or persona.

This kind of adaptive content doesn’t just boost engagement - it moves people through the funnel faster, because every next touchpoint is exactly what they needed to see.

8. AI-driven audience segmentation and ICP building

Knowing your audience is one thing - understanding them is another. 

Traditional segmentation often stops at job title, industry, or company size. 

But in 2025, that’s just the surface. 

AI helps you go deeper to define and reach the people who are actually the best fit for your product.

With AI-powered segmentation, you can analyze behavioral patterns, engagement history, deal outcomes, and even conversational data to identify what your highest-converting customers have in common. 

Then, instead of manually building broad lists, you can create dynamic, evolving segments based on real-time signals and nuanced traits.

Warmly’s AI-powered ICP identification takes this even further. 

It doesn’t just use firmographics - it learns from your actual customer base, analyzing closed-won deals, sales cycles, and engagement trends to surface the real attributes of your best customers. 

Then, it automatically identifies new prospects who match those same characteristics, so your team can focus on leads that are actually worth the time.

From there, Warmly’s intelligent segmentation engine lets you combine this person-level data with live signals - things like website behavior, campaign engagement, or buyer intent - to build highly specific audience segments. 

These can power everything from outbound sales sequences and ad campaigns to dynamic content blocks and email workflows.

The result? No more bloated lists filled with low-fit leads. 

You get smaller, smarter segments that actually convert because they’re built on what’s real, and not what’s assumed.

4 best AI-powered marketing personalization tools in 2025

With so many AI marketing tools on the market, it’s easy to get overwhelmed. 

But when it comes to personalized marketing, not every platform is built to go deep or scale well. 

Below are four standout tools in 2025 that are leading the way in AI-driven personalization, each helping teams tailor their leads’ experiences in smarter, more impactful ways.

1. Warmly - Full-funnel AI personalization

Warmly is an AI-powered marketing platform built to help revenue teams turn anonymous website traffic into qualified pipeline. 

It combines real-time intent signals, person-level data, automated engagement, and agentic AI to deliver truly personalized experiences across chat, ads, outreach, and more.

Standout features

• AI-powered ICP identification and lead segmentation - Warmly analyzes your past closed-won deals to uncover the deep traits of your best-fit customers beyond job title or industry, and uses that to find and prioritize new lookalike leads and create precise lead segments.
• Real-time website personalization - Identify who’s on your site, what they care about, and serve dynamic offers tailored to their journey with no coding required.
• Smart, brand-tuned AI chat - Train the chat assistant on your own messaging and let it engage each visitor with context-aware conversations, from answering questions to booking demos automatically.
• Signal-based outreach orchestration - Warmly monitors buying signals and triggers automated, personalized email and LinkedIn sequences to the right contacts at the right time, so reps only jump in when it matters.
• Targeted ads - Warmly monitors on-site and off-site intent signals and uses them to create hyper-targeted ad audiences, ensuring your ads will be shown to leads that are most likely to resonate with them.
• AI assistant - Warmly’s AI Copilot helps you figure out who to reach out to and when, and suggests exactly what to say based on their online behavior and past interactions, driving perfectly tailored experiences every time.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. Dynamic Yield - Omnichannel personalization

Dynamic Yield is an AI-powered personalization engine that helps brands tailor customer experiences across websites, mobile apps, email, and more. 

Designed for both B2B and B2C teams, it lets marketers deliver highly relevant content, offers, and layouts in real-time, without relying on dev support.

Standout features

• Omnichannel personalization - Ensure a consistent, tailored experience across web, mobile, and email.
• Predictive targeting & testing - Automatically predict which experiences will perform best for each segment and A/B test them at scale.
• Recommendation engine - Serve product or content recommendations powered by deep learning models that adapt to each visitor’s preferences and actions.

Pricing

Dynamic Yield doesn’t publish prices for its product.

You’ll have to contact its sales for details.

3. Omneky - Generative ad creative & paid campaign optimization

Omneky is a generative AI platform designed to scale personalized advertising across channels by automatically creating, testing, and optimizing ad creatives. 

It combines real-time performance data with deep learning to deliver visuals and copy that resonate with each audience segment at speed and at scale.

Standout features

• AI-generated creatives - Automatically produces tailored ad images, videos, and copy based on your audience’s demographics, behavior, and intent.
• Multichannel campaign deployment - Lets you launch and manage campaigns across Facebook, Instagram, Google, LinkedIn, and other platforms from one unified dashboard.
• Dynamic personalization at scale - Lets you personalize every element of your ads, from headlines to visuals, without manual effort, ensuring each audience sees content that actually matches their context.

Pricing

Omneky has three pricing plans:

1. Creative Generation Pro: $99/mo, includes AI product image and video generation, brand voice consistency with brand LLM, AI campaign brief, AI brand rules, etc.
2. Creative Generation Pro + Insights: $398/mo, includes everything in Creative Generation Pro, plus insights-powered automated ads, AI creative insights and recommendations (Meta only), insight-enhanced campaign briefs, etc.
3. Enterprise: Custom pricing, includes everything in Creative Generation Pro + Insights, plus omnichannel budget recommendations, omnichannel predictive analytics, custom fine-tuning of AI models based on 1P data, etc.

The first two plans come with a 7-day free trial.

4. Webflow Optimize - Rapid A/B testing, multivariate experimentation, and AI-powered on-site personalization for Webflow-based websites

Webflow Optimize is a powerful AI-enhanced experimentation and personalization engine that helps teams rapidly test, learn, and deploy high-converting website experiences. 

Built into the Webflow platform, it allows marketers to run A/B tests, create targeted experiences, and deliver personalized content without waiting on developers.

Standout features

• Personalized site experiences - Target different visitor segments with tailored content, messaging, CTAs, and offers in real-time.
• Rapid testing & experimentation - Run multivariate tests on everything from headlines to navigation flows, with instant insights into what resonates best.
• Scalable optimization - Easily manage multiple tests across your site, from small copy tweaks to major UX changes, with centralized control and AI-enhanced performance tracking.

Pricing

Webflow Optimize is available as an add-on to one of Webflow’s essential pricing plans (their cost starts at $14/mo and can go up to $39/mo).

The pricing for Optimize starts at $299/mo, but the overall cost will depend on both the Optimize features you need and the Webflow base plan you’re subscribed to.

Here's a breakdown of the 4 tools:

Tool	Best For	Pricing
Warmly	Full-funnel AI personalization - chat, pop-ups, outreach, ads, content, and ICP discovery.	Free forever plan available. Paid plans start at $599/mo. Business tier starts at $19,000/year. Custom pricing for Enterprise.
Dynamic Yield	Omnichannel experience personalization across web, mobile, and email.	Custom pricing only. No public pricing available - contact sales for a quote.
Omneky	Generative ad creative, and paid campaign optimization across multiple channels.	Starts at $99/mo. Mid-tier plan at $398/mo. Enterprise plans are available with custom pricing. 7-day free trial included.
Webflow Optimize	Rapid A/B testing, multivariate experimentation, and AI-powered site personalization for Webflow.	Starts at $299/mo as an add-on. Requires a Webflow base plan (starting at $14/mo).

AI x personalized marketing case study

StraightIn, a LinkedIn marketing agency, was generating strong website traffic but struggling to turn anonymous visits into qualified leads. 

Traditional top-of-funnel campaigns were costly and inefficient, and they lacked visibility into which visitors were actually ready to buy.

With Warmly, that changed fast.

By using Warmly’s AI Orchestrator, hyper-targeted advertising, and real-time visitor intelligence, StraightIn was able to de-anonymize web traffic, segment visitors based on behavior and firmographics, and trigger personalized outreach across email and LinkedIn automatically.

The key to their success? Personalization at every stage:

1. Visitors were identified and enriched with essential B2B and intent data.
2. Each visitor was then routed into custom outreach sequences tailored to their interests, industry, and behavior.
3. Those leads were then synced with appropriate LinkedIn ad campaigns, reducing wasted spend and ensuring that only warm leads saw their messaging.

In just two weeks, this AI-powered personalization strategy helped StraightIn:

1. Close $10K in new revenue.
2. Boost email engagement (open rate +9%, click rate +6%, positive replies +1%).
3. Cut LinkedIn ad spend to just £500 while improving campaign efficiency.

Warmly didn’t just help StraightIn reach more leads. 

It helped them reach the right leads with the right message at the right time.

And that’s what personalized marketing in 2025 is all about.

What have AI’s challenges been in personalizing marketing?

AI’s challenges in personalizing marketing have been less about the technology itself and more about how it’s applied. 

While AI offers incredible potential, getting it right hasn’t always been easy.

Here are some of the biggest hurdles marketers have faced:

1. Poor data quality - AI is only as good as the data it’s trained on. If your CRM is messy, outdated, or full of gaps, your personalization efforts can easily miss the mark or feel completely off.
2. Lack of explainability - When AI makes a decision (like recommending a product or sending a message), it’s not always clear why. That makes it hard for marketers to trust the output or refine their strategy with confidence.
3. Over-personalization or “creepy” messaging - There’s a fine line between helpful and invasive. Some early AI personalization attempts felt too aggressive, like calling out behaviors the customer didn’t expect anyone to notice.
4. Siloed systems and disconnected channels - Many teams use separate tools for email, ads, chat, and CRM, making it difficult for AI to get a full view of the customer journey or deliver consistent experiences across channels.
5. Compliance and privacy concerns - With regulations like GDPR and CCPA, marketers have to be extra careful about how they use data for personalization. AI tools must balance relevance with transparency and consent.

As AI continues to evolve, these challenges are being addressed, but success still depends on the right mix of clean data, smart implementation, and clear guardrails.

FAQ

1. How does marketing personalization work with AI?

AI analyzes data from across your website, CRM, ads, and emails to understand user behavior, preferences, and intent. 

It then uses this insight to deliver tailored content, offers, and messaging - automatically and at scale - so each person gets a more relevant, timely experience than would be possible with manual efforts.

2. What are some emerging trends in AI personalization for marketers?

AI personalization in 2025 is evolving fast, with marketers:

• Embracing generative AI to create hyper-tailored content.
• Using AI agents to automate real-time interactions.
• Leveraging predictive segmentation for smarter targeting. 
• Using it for faster and more relevant experimentation.

At the same time, there’s a push to make personalization more ethical, with growing emphasis on transparency and trust. 

Together, these trends signal a shift from static campaigns to dynamic, AI-driven customer journeys that adapt in real time.

Next steps: Putting AI personalization into action

AI-powered personalization isn’t just a fleeting trend, as it’s becoming the standard for how modern marketing gets done. 

From dynamic content and smarter outreach to truly understanding who your best-fit customers are, AI helps you deliver the kind of experiences buyers actually want: relevant, timely, and tailored to them.

But doing it right takes more than just plugging in a tool. 

You need clean data, clear intent signals, and a strategy that connects your channels into one cohesive journey.

That’s exactly what Warmly was built for.

With real-time visitor intel, automated engagement across chat, ads, and outreach, and a platform that scales with your team, Warmly gives you everything you need to personalize your entire funnel without adding complexity.

Book a demo with our team to see how you can turn anonymous traffic into high-converting pipeline with AI-powered personalization that actually works.

Read more

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• AI for Marketing: Best Practices & Software in 2025 - A practical guide to doing AI marketing right, with top tools, dos and don’ts, and real-world tips for success.
• 10 Best AI Tools for Advertising in 2025 [Reviewed] - Discover the top AI-powered ad platforms to personalize creative, optimize targeting, and scale paid campaigns in 2025.
• Agentic AI For Marketing: Best Use Cases & Software In 2025 - Unpack how agentic AI is powering autonomous marketing actions, plus the tools making it real.
• 8 Examples of AI Marketing Automation in 2025 - See how companies are using AI to automate campaigns, content, and customer journeys with real examples that drive results.
• AI Marketing Strategy: Top Use Cases and Tools - Break down the essential AI strategies modern marketers need, plus the tools that bring them to life.

AI is changing how performance marketing works, and at lightning speed. 

In 2025, the best teams aren’t relying on gut instinct. They’re using AI to test creatives, adjust bids, and optimize campaigns automatically.

This way, instead of guessing what drives results, you can see what’s actually working in real time. 

From ad copy generation to audience targeting and budget allocation, AI gives you the power to move faster and get more from every dollar spent.

In this guide, I’ll walk you through the most effective ways to use AI for performance marketing, the best tools to consider, and how to make it all work in your stack.

Simple, clear, and ready to use.

How is AI used to transform performance marketing in 2025?

Performance marketers are using AI to move faster, spend smarter, and drive better results without guessing what’s working.

AI is helping teams automate the messy stuff (like ad testing and budget allocation), personalize campaigns at scale, and make smarter decisions in real-time. 

And instead of digging through dashboards, marketers can see what’s performing - and why - in just a few clicks.

AI is also changing how campaigns are run. 

It’s not just a tool, as it’s becoming the real power engine behind creative testing, audience targeting, bidding, and measurement. 

The result? More impact with less effort.

And this is just the beginning. 

What are the benefits of using AI in performance marketing?

The benefits of using AI in performance marketing are big, and they’re growing fast.

Some of the most notable advantages teams are noticing include:

1. Faster decisions - No more waiting for reports. AI gives you real-time insights so you can adjust campaigns on the fly.
2. Smarter targeting - AI finds the right audience segments based on real behavior, not guesswork.
3. Better creative performance - Lets you quickly test what visuals, copy, and headlines work best without endless back-and-forth.
4. Higher ROI - Automates budget shifts and bidding to get the most value out of every dollar.
5. Less manual work - AI handles the repetitive stuff, like reporting, segmentation, and optimization, so teams can focus on strategy.
6. Stronger attribution - Helps you understand what’s actually driving results, not just what looks good on a dashboard.
7. Predictive power - Allows you to spot what’s likely to work next before the competition does.

AI vs. no AI in performance marketing

9 ways that you can use AI for performance marketing

So, that’s the big picture. But how does it play out day to day?

Below, we’ll take a closer look at the most effective ways teams are using AI to improve their performance marketing.

From how you target and personalize to how you manage spend and measure success, each use case is a step toward more efficient, data-driven campaigns.

Let’s dive in!

1. Intent-based ad targeting

One of the biggest challenges in performance marketing is knowing who to target and when. 

Most ad platforms rely on broad demographic or interest-based data, which can be hit or miss. 

As a result, you might be spending thousands showing ads to people who just aren’t ready to buy.

That’s where intent-based targeting comes in. 

Instead of relying on surface-level traits, AI helps you track real behavioral and buyer intent signals, such as:

• Which pages on your website someone visited?
• What content did they engage with?
• Whether they’re researching your competitors.

These signals paint a clearer picture of buyer intent and help you build smarter audience segments based on real-time activity, not assumptions.

But it doesn’t end there.

Once those signals are captured, AI can automatically sort and sync those audiences into your ad platforms, so your campaigns reach the people who are most likely to convert, right when they’re interested.

This is exactly what Warmly’s Demand Gen agent makes possible. 

It monitors onsite and offsite behaviour, de-anonymizes visitors, and builds high-intent lead segments that connect directly to your ad channels - from Meta to Google Ads and beyond.

That means every dollar you spend on your paid channels goes toward reaching the right accounts with the right message, every single time.

2. Personalized pop-ups

While website pop-ups can technically drive engagement and conversions, most of them are annoying, to say the least. 

They interrupt the user journey, show irrelevant offers, and feed the same message to everyone, no matter who they are or what they’re doing. 

And when every visitor sees the same generic CTA, conversions suffer.

AI changes that make pop-ups smarter and way more effective. 

Instead of blasting the same message to every visitor, AI helps you detect who is on your site, what they’re doing, and where they are in their journey. 

Then it delivers tailored offers or messages that feel timely, helpful, and relevant, not pushy.

This kind of personalization boosts conversion rates because it speaks directly to what each visitor cares about at that very moment, whether it’s a discount, a demo, or a helpful resource.

Warmly makes this easy with its dynamic on-site offers. 

It identifies visitors by company, behavior, and intent, then automatically serves real-time pop-ups tailored to their interests - no code or extra design work required. 

So instead of generic CTAs, you show high-converting, personalized offers that match each lead’s unique journey, increasing click-through and conversion rates.

3. Advanced attribution and performance clarity

Another big headache in performance marketing is figuring out what actually worked.

Ad platforms, email tools, and any other channel you use all report in isolation, and each one takes full credit. 

So while your reports may look great on paper, your actual pipeline tells a different story. 

This disconnect makes it hard to know where to invest, what to scale, and what’s just noise.

AI-powered attribution changes that. 

Instead of tracking surface-level metrics like clicks or impressions, AI looks at the full journey across channels, devices, and touchpoints. 

It helps marketers understand how different actions contribute to pipeline, not just vanity metrics. 

And it does it all in real-time, so you can adjust before money gets wasted.

That’s where tools like Warmly step in. 

It unifies your campaign data across all ads, SEO, outbound, and more, giving you one clear view of what’s driving results. 

You’ll see the actual pipeline each channel contributed to, how leads moved through each stage, and which touchpoints actually mattered. 

As a result, you get clean and credible insight you can trust.

4. Smarter audience insights and more precise segmentation

One-size-fits-all targeting just doesn’t cut it anymore. Today’s buyers expect relevance and fast. 

But most marketers still rely on outdated segments built from static lists or basic firmographic filters.

AI allows you to go deeper. 

By combining real-time B2B data with contextual signals, like job changes, social activity, or competitor research, you can build much more accurate audience segments. 

These aren’t just based on who someone is, but what they’re doing right now and why they might be in-market.

This lets you tailor your campaigns not just by persona, but by real-time buying context, resulting in better engagement, stronger pipeline, and higher conversion rates.

Warmly makes this possible by unifying person-level intent signals across three sources:

1. First-party - Onsite behavior, product usage data, chat interaction, CRM data.
2. Second-party - Social media activity, new hires, job changes.
3. Third-party - Keyword research, competitor research, and lookalike tracking.

This gives you a live, detailed view of who’s in your market, and lets you segment audiences dynamically based on what they’re showing interest in. 

As a result, you’re always speaking to the right people, with the right message, at the right time.

5. Predictive analytics and modelling

Performance marketing isn’t just about reacting to what has already happened.

It’s also about staying one step ahead. 

But without the right tools, spotting patterns and predicting future behavior is nearly impossible.

That’s where AI-powered predictive analytics comes in. 

By analyzing past behaviors, campaign outcomes, and customer journeys, AI can forecast what’s likely to happen next. For example:

• It can tell you which leads are most likely to convert based on how similar they are to your highest-value customers.
• It can flag accounts that are showing early signs of churn, like a drop in engagement or skipped steps in the funnel.
• It can predict when certain segments are likely to be most responsive, helping you time your campaigns for maximum impact.
• It can assess what kind of content or messaging is most likely to resonate with a certain lead segment based on previous engagement and conversion rates, etc.

These insights let marketers get proactive. 

You can prioritize the right audiences, time your campaigns more effectively, and tailor your message to meet prospects exactly where they are before they even show interest.

Let’s say you’re running a B2B SaaS campaign and targeting mid-market finance teams. 

Predictive models might surface that prospects who attend a webinar and visit your pricing page twice within a week are 4x more likely to request a demo. 

With that insight, you can automatically prioritize similar accounts and tailor follow-ups to move them faster through the funnel.

This means fewer missed opportunities, more timely outreach, and smarter resource allocation, all driven by data that actually knows what’s coming.

6. Hyper-personalization at scale

Performance marketing works best when it feels personal. 

But tailoring every ad, landing page, and offer to each audience segment - let alone individual users - used to be nearly impossible at scale.

AI changes that. 

By analyzing real-time behavior, past site activity, industry, location, and more, AI can automatically generate ad creatives, headlines, and landing page content that adapts to the person seeing it.

No more static campaigns. Everything adjusts dynamically based on who’s engaging.

For example, an AI model might recognize that a visitor is from a fintech company browsing on mobile and has previously clicked on competitor comparison pages. 

Based on that, it could serve as an ad that highlights the speed and compliance of your product, followed by a mobile-optimized landing page tailored to financial services pain points.

This level of customization used to require hours of manual segmentation and creative work. 

Now, with AI, it’s automatic, so you can run personalized, high-converting campaigns across channels without slowing down.

7. Generating ad creatives on scale

Creating effective ad creatives has always been a balancing act between speed, quality, and performance. 

Designing multiple versions, testing different headlines, and tweaking visuals all take time. 

And even then, you’re often guessing what will actually resonate.

AI changes that help marketers generate, test, and optimize ad creatives at scale. 

Using real performance data, AI tools can suggest or even create high-converting headlines, visuals, CTAs, and layouts faster than any human team ever could.

Let’s say you’re launching a product-focused campaign. 

Instead of spending days designing three ad variants, AI can generate dozens, each with slight variations in copy, imagery, or tone, and test them simultaneously to see what works best. 

From there, it automatically promotes top performers and pauses underperformers.

This helps marketers move faster, run more experiments, and cut the guesswork. 

For example, one marketer on LinkedIn shared how they use AI to instantly create high-quality visuals, generate avatars, and even turn casual photos into polished ad-ready graphics, all within minutes.

With tools like DALL·E, HeyGen, and others, marketers are producing studio-quality visuals without relying on design teams, speeding up campaign launches and scaling creative output with ease.

The best part is that AI doesn’t just speed up creative production. It makes it easier to test and scale what works, without sacrificing quality.

8. Automated bid and budget optimization

Managing bids and budgets manually across platforms is slow, messy, and often reactive. 

You’re constantly checking performance, adjusting spend, and trying to figure out if your money is going to the right places. 

And by the time you catch what’s underperforming, you’ve already lost budget.

AI fixes this by monitoring campaign performance in real-time and automatically adjusting bids and budgets based on what’s actually working. 

It can increase spend on high-performing audiences, pull back on underperformers, and rebalance your budget across channels to get the best return.

Let’s say your Google Ads campaign is crushing it on mobile but struggling on desktop. 

AI can spot that trend instantly and shift your spend accordingly without you lifting a finger. 

The same goes for different time zones, audience segments, or ad creatives.

This leads to spending much smarter, as every dollar is optimized in the moment, giving you more control and better results with less manual work.

9. Contextual and cookieless targeting

As privacy regulations tighten and third-party cookies fade out, marketers are facing a new challenge: how to reach the right audience without relying on personal tracking data.

That’s where AI-powered contextual targeting steps in. 

Instead of following users around the internet, it analyzes the environment they’re in - the content of the page, keywords, tone, even visual elements - to match ads with the most relevant context.

For example, if someone is reading an article about remote team productivity, AI can detect that topic and serve an ad for collaboration software, without knowing anything about the user. 

It’s privacy-friendly, future-proof, and surprisingly effective.

AI makes this smarter by recognizing patterns and relationships humans might miss. 

It understands not just keywords, but meaning, so your ads land in the right place, at the right moment, even without cookies.

In a cookieless world, relevance wins. 

And contextual targeting powered by AI can help you stay visible, compliant, and high-performing.

5 best AI-powered performance marketing tools in 2025 

We’ve looked at how AI is reshaping performance marketing, but to put it all into action, you need the right tools.

Here are five of the best AI-powered platforms performance marketers are using in 2025 to optimize campaigns, scale creative, personalize experiences, and track what’s really driving pipeline.

1. Warmly

Warmly is a marketing platform built to turn anonymous website traffic into pipeline through sophisticated AI functionality. 

It helps marketers identify high-intent visitors, segment them based on real-time signals, and sync those segments into ad platforms and outreach tools automatically. 

By combining person-level intent data with smart targeting and attribution, Warmly gives you full control over who you engage, when, and how.

Standout features

• Signal-based segmentation - Tracks first, second, and third-party buying signals to build dynamic ad audiences that actually convert.
• On-site personalization - Deploys targeted popups and offers based on visitor behavior, company, and funnel stage.
• Advanced attribution - Maps campaign influence across the funnel so you know exactly what’s driving pipeline, not just clicks.
• Hyper-targeted ads - Pushes warm, qualified leads directly into ad audiences, helping you reduce TOFU spend and boost ROAS.
• AI Orchestrator - Automatically launches LinkedIn and email outreach to warm leads, accelerating handoff to sales without manual work.

Try it yourself 👇or watch it in action. 

• Agentic AI - A wide range of AI agents that autonomously handle sales, marketing, and demand generation campaigns.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. Omneky

Omneky is a generative AI platform built specifically for performance advertisers who need fresh, high-converting creatives at scale. 

By integrating with your brand assets and performance data, Omneky automatically generates, tests, and launches ad variations across channels, making creative bottlenecks a thing of the past.

Standout features

• AI-powered creative generation - Uses your brand visuals and data insights to build polished ad graphics, headlines, and copy at scale. 
• Brand LLM - Ensures every asset respects your brand’s voice, style, and visual identity. 
• Creative analytics engine - Analyzes visual and copy elements to highlight top-performing variations and guide future creative decisions.

Pricing

Omneky has three pricing plans:

1. Creative Generation Pro: $99/mo, includes AI product image and video generation, brand voice consistency with brand LLM, AI campaign brief, AI brand rules, etc.
2. Creative Generation Pro + Insights: $398/mo, includes everything in Creative Generation Pro, plus insights-powered automated ads, AI creative insights and recommendations (Meta only), insight-enhanced campaign briefs, etc.
3. Enterprise: Custom pricing, includes everything in Creative Generation Pro + Insights, plus omnichannel budget recommendations, omnichannel predictive analytics, custom fine-tuning of AI models based on 1P data, etc.

The first two plans come with a 7-day free trial.

3. Mutiny

Mutiny is a no-code AI platform that helps performance marketing teams personalize website experiences at scale. 

It's built for B2B brands looking to deliver account-level or firmographic-based messaging, instantly adapting headlines, CTA buttons, visuals, and page layouts to each visitor’s profile. 

Standout features

• 1:1 microsites at scale - Automatically generates customized landing pages for high-value accounts using AI-based theming and content adaptation. 
• AI copy suggestions - Get tailored headlines and messaging prompts based on audience segment, saving time and boosting relevance.
• Real-time performance insights - Lets you test variants with automatic hold-outs and track engagement, pipeline, and conversion lift by segment. 

Pricing

Mutiny doesn’t disclose product prices.

You’ll have to book a demo or contact its team to get more details.

4. Adext.ai

Adext.ai is a smart ad-tech platform that takes the hard work out of audience targeting and budget optimization across Google and Facebook campaigns. 

Its AI engine continuously analyzes performance data by the hour, reallocates spend to the best segments, and improves conversion efficiency, all without manual checks.

Standout features

• Budget automation - Adjusts bids and shifts budget hourly to optimize CPA, ROAS, and conversion goals.
• Dynamic audience discovery - Automatically tests and finds the highest-performing micro-segments within your target audience.
• Predictive modelling - Uses machine learning to forecast conversion potential and prioritize segments likely to drive results.

Pricing

Adext has four pricing plans:

1. Starter: $16.59/mo plus 6% of the ad spend you invest through the platform every month, includes AI tools and ML models, unlimited smart campaigns, campaign optimization lite, etc.
2. Venture: $99/mo plus 4% of the ad spend you invest through the platform every month, includes everything in Starter, plus 2 Facebook or Google Ad accounts, extended campaign optimization, etc.
3. Core: $299/mo plus 2% of the ad spend you invest through the platform every month, includes everything in Venture, plus unlimited Facebook or Google Ad accounts, unlimited campaign spend, and more support options.
4. Enterprise: Custom price, includes everything in Core, plus exclusive features & multi-users and more support options.

5. Metadata.io

Metadata.io is an AI-powered marketing operating system built to automate B2B paid campaigns end-to-end. 

It acts as your ad team’s AI assistant, building audiences, launching ads, optimizing spend, and reporting on true pipeline impact without constant manual oversight. 

Standout features

• End-to-end campaign orchestration - Automatically adjusts bids and budgets across LinkedIn, Google, Meta, Reddit, and more, cutting cost-per-lead while increasing volume.
• Creative agent - Helps you quickly create and optimize ad copy and visuals that convert, at scale.
• Analyst agent insights - Provides real-time, AI-generated performance reports, highlighting trends, channel efficiency, and budget recommendations.

Pricing

Metadata.io doesn’t publish its prices.

You can request a free trial or contact its sales for more information.

AI x performance marketing case study

For performance marketers, every ad dollar needs to do real work. 

That’s exactly why StraightIn, a LinkedIn marketing agency, turned to AI. 

They were already driving solid traffic through social, email, and organic campaigns. 

But they couldn’t see who was on their site, or which visitors were actually in-market. 

That made campaign targeting messy, generic, and expensive.

With Warmly, that changed fast.

They used Warmly’s AI to deanonymize website visitors, track real-time behavior, and segment leads based on job title, company size, and industry. 

This way, instead of blasting generic ads or wasting time on top-of-funnel spend, they were able to build precise, warm audiences synced directly to LinkedIn Ads and email sequences.

The results?

• $10K in revenue closed within 2 weeks.
• Higher click-through and open rates across targeted email campaigns.
• Reduced LinkedIn Ad spend, while increasing engagement and efficiency.

With Warmly’s AI engine, StraightIn was able to focus its performance marketing efforts on the leads that mattered - those already showing intent. 

No waiting for form fills. No wasted impressions. 

Just data-backed targeting, faster conversions, and a smarter use of budget.

What have AI’s challenges been in performance marketing?

AI’s challenges in performance marketing have mostly revolved around the practical realities of using it effectively. 

Some of the biggest obstacles to successful AI implementation that marketers face include:

1. Poor data quality - If the input data is messy, outdated, or incomplete, AI can’t make smart decisions, leading to bad targeting and wasted spend.
2. Lack of transparency - Many AI tools act like black boxes, offering little visibility into why certain decisions are made. That makes it hard to optimize or trust the results.
3. Over-reliance on automation - Letting AI run too much on autopilot can sideline human judgment and creativity, which are the two things performance marketing still needs to win.
4. Privacy limitations - With cookies disappearing and stricter regulations in place, marketers must balance personalization with compliance without the tracking tools they used to rely on.
5. Learning curve and setup effort - AI tools aren’t plug-and-play. They require thoughtful onboarding, testing, and tuning to actually deliver results.

FAQ

1. Why use AI in performance marketing in the first place?

Because speed, scale, and precision matter. 

AI helps performance marketers automate the tedious parts, like audience targeting, creative testing, and bid adjustments, so they can focus on what really moves the needle. 

It enables faster decisions, more relevant campaigns, and clearer insight into what’s actually driving results.

2. Are there any statistics backing up AI’s usefulness in performance marketing?

Yes - and they’re hard to ignore.

For example:

1. Companies using AI in marketing and sales see 3–15% higher revenue and 10–20% better ROI .
2. 84% of generative‑AI users said it helped improve campaign speed and personalization, boosting conversion rates.
3. 73% of marketers say AI plays a significant role in creating hyper-personalized customer experiences.
4. 83% of marketers admit that AI frees up their time so they can focus on more strategic or creative aspects of their roles.
5. 41% of companies say that the top benefit of implementing AI is improved customer experience.

Next steps: Elevate your performance marketing with AI that actually performs

AI has already become the engine powering smarter targeting, better attribution, and faster optimization. 

From hyper-personalized ad experiences to autonomous campaign orchestration, AI lets marketers focus less on guesswork and more on what drives revenue.

But results don’t come from AI alone. 

They come from choosing the right tools and putting them to work across your stack.

That’s where Warmly comes in.

If you want to turn anonymous traffic into a high-intent pipeline, reduce wasted ad spend, and orchestrate personalized outreach at scale, Warmly gives you the visibility and automation to do it.

Book a demo today and find out how Warmly helps performance marketers turn engagement into real revenue.

Read more

• AI in B2B Marketing: How To Use It? [2025] - Discover how top B2B teams are using AI to personalize, optimize, and scale their marketing strategies.
• AI Marketing Agents: Use Cases and Top Tools for 2025 - Meet the AI agents transforming everything from campaign planning to execution, with no human micromanaging required.
• 8 Examples of AI Marketing Automation in 2025 - Get inspired by real-world examples of AI streamlining campaigns, boosting ROI, and freeing up creative time.
• 10 Best AI Marketing Tools for B2B Teams [2025] - From lead gen to content creation, these tools are powering the smartest B2B marketing teams today.
• AI for Marketing: Best Practices & Software in 2025 - Learn how to harness AI responsibly and effectively across your entire marketing funnel.
• How To Use AI In Account-Based Marketing [2025] - See how AI is redefining ABM with better targeting, faster personalization, and stronger alignment with sales.

Have you been searching for the best AI-powered sales chatbots to engage interested visitors on your website before your sales team can take over?

For those of you who want to be an industry leader in ABM 2.0, I’ve prepared a list of the 10 best AI sales chatbots in 2025 that can help you initiate conversations with your prospects on behalf of your sales team with context and not spam.

TL;DR

• Warmly offers the best AI-powered sales chatbot with its real-time lead qualification, personalized on-brand messaging, and seamless human handoff capabilities. It intelligently engages ICP-fit visitors by analyzing on-site and off-site intent signals, booking meetings, and alerting sales reps at the perfect moment.
• Enterprise-grade tools like Salesforce Einstein and Qualified are ideal for companies already using Salesforce who want powerful CRM-integrated chat experiences with multichannel and multilingual support.
• On the other hand, there are tools like Tidio and Docket that can help you automate customer interactions affordably (Tidio) or support technical sales conversations as a 24/7 digital sales engineer (Docket).

Before we start, let’s go over the factors to consider when evaluating AI sales chatbot software: ⤵️

What Are The Factors To Consider When Buying AI Sales Chat Software?

The main factors to consider when buying AI sales chat software include, but are not limited to:

• Conversation intelligence, or how relevant the tool’s messages are to the customer journey.
• Its personalization and customization capabilities (i.e., being able to create an on-brand chatbot experience for prospects).
• Integration with your existing CRM and sales tech stack.
• How easy is the handoff to your sales team after the conversation or during the conversation, so your team can take over?

1. Conversation Intelligence

An AI chat solution for sales must be capable of having contextual information about your prospects, such as:

• Which page are they currently on?
• What pages have they visited on your website so far or previously?
• Bonus context about their organization from your sales intelligence software.

And then tailor their messaging to that context.

2. Personalization and Customization Capabilities

Next up, it’s important to choose an AI-powered sales chatbot that lets you customize how it interacts with your prospects.

This might include your brand’s tonality and even human jokes to make users less hesitant to converse with the chatbot.

3. Integration with CRM and Sales Tools

You should opt for AI chat software that seamlessly syncs with your CRM and/or sales automation tools, so leads, conversation histories, and follow-up tasks flow automatically into your existing workflows.

➡️ After all, a disconnected chatbot creates more work, not less.

4. Easy Handoff To Your Sales Team

Last but not least, the AI sales chatbot should make it as easy as possible for your sales team to take over the conversation with your high-value prospects.

I believe that there are times when a human is needed in the conversation, and when 5-figure deals are on the line, the chatbot should notify the responsible human sales rep in a tool like Slack to take over the conversation.

Or, alternatively, create a proper handoff after it books the meeting for you with all the relevant details discussed in the chat.

What Are The Best AI Sales Chatbots On The Market In 2025?

Here’s my list of the 10 best AI sales chatbots on the market after evaluating 30+ tools:

#1: Warmly

Warmly offers the best AI sales chat on the market as it lets you engage high-intent leads on your website by asking them qualifying questions, answering their queries, and booking meetings with them.

But it’s not just a chatbot that annoys everyone on your website for simply visiting your website with impersonal messages.

It actively monitors both on-site and off-site intent signals (e.g., which pages a visitor browses) and then uses these signals to qualify and score prospects before reaching out to them.

Disclosure: Even though Warmly is our sales tool, I’ll aim to provide an unbiased perspective on why Warmly offers the best AI sales chatbot in 2025.

Let’s look at some capabilities that make Warmly popular among GTM teams looking to step up their sales motion:

How Does Warmly's AI Sales Chat Work?

Our AI Chat engages high-intent leads on your website by:

• Asking them qualifying questions.
• Answering their questions.
• Booking meetings.
• Offering relevant collaterals, etc.

➡️ Our AI Chat can be trained to your specific brand tone of voice and other requirements, such as info about your ICP, so it engages only with ICP-fit prospects.

The software actively monitors both on-site and off-site intent signals, such as: 

• Which pages does the visitor browse?
• How often do they return?
• Has the lead already engaged with our outbound campaigns?
• Is the lead already in your CRM from a previous deal cycle?
• Has the prospect already researched your competitors?

💡 The AI chat then uses these signals to qualify and score leads based on the actions they take.

Note: On Warmly’s Business plan and above, you can also automate lead routing using the round-robin method or set up any other criteria by which you want leads to be distributed to your sales team.

Use Cases of Warmly’s AI Sales Chat

Here’s how our customers have been using Warmly’s AI sales chat to drive pipeline: ⤵️

Reactivating Closed-Lost Accounts

You can connect your CRM to Warmly (HubSpot or Salesforce) to track Closed Lost deals and get notified when a lead from a previously lost deal re-engages on your site.

Teams can use our AI chatbot to create personalized messaging for closed-lost visitors and send Slack notifications to the relevant sales rep when they’re showing high-intent actions on your website (e.g., visiting your pricing page).

It’s also possible to configure the chatbot to trigger a personalized message based on previous deal history (e.g., referencing past conversations).

With Warmly, this becomes a fully automated play. 

Instead of losing these deals all over again, you can use our AI chat to turn quiet re-visits into a reactivated pipeline with no form fill or manual tracking required.

Warming up leads through contextual conversations

Instead of pushing a cold form to your prospects, our AI sales chatbot starts a warm, on-brand conversation with them. 

The AI chat then adjusts in real-time to each prospect’s journey, whether they’re exploring features for the first time or navigating your pricing page. 

It’s capable of picking up on those signals and responding in a way that feels helpful, and not pushy.

You can train the AI Chat to speak your brand’s language, tone, voice, product positioning, and the whole branding package. 

That means every interaction sounds like it’s coming from your team, not some third-party script that’s been installed on your website.

And because it feels more human, leads are far more likely to open up, share buying intent, and stick around.

This creates the ideal setup for warming up cold or curious lurkers, turning casual browsing into engaged dialogue. 

➡️ And when you pair this with Warmly’s website visitor identification and intent enrichment, your sales team don’t just see a name and title. They see buying signals, past activity, and what the prospect cares about.

Instant routing to sales reps

Even though our AI chat is capable of booking meetings, I understand that there are leads who need a real person to get them to book a demo.

This is why, when a high-intent prospect is ready to talk, our AI chat can be configured to know when to step back and loop in a human sales rep right away.

Instead of letting that interest cool off with a “we’ll be in touch” kind of messaging, the instant routing brings one of your sales representatives into the conversation right then and there, when the lead is still hot.

The AI Copilot monitors live chat sessions, detects high-value signals, and pings the right rep via Slack or email. 

That rep can jump in directly to continue the chat in real-time, or follow up minutes later with full context already in place.

AI Sales Chat Case Study: Warmly x Kandji

Kandji is an Apple device management platform that sought a way to engage high-intent website visitors without overwhelming its team. 

The solution? Warmly’s AI chat that’s been built for speed, context, and instant handoffs.

After just about 8 minutes of rolling out Warmly’s AI chat, Kandji’s reps booked two qualified meetings.

Here’s how it worked:

• Leads landed on their site, and Warmly’s AI chat greeted them with a personalized message based on their organization and intent signals.
• When the prospects responded, the team’s reps were instantly alerted via Slack.
• Two separate sales reps jumped in, continued the conversation in real-time, and were able to book meetings with qualified leads.
• Since the AI chatbot was trained to reflect Kandji’s voice and messaging, and backed by real-time visitor data, it could start warm, relevant conversations that didn’t just gather info, but built trust.

This wasn’t just sales automation for the sake of it, but rather a fully integrated AI-human handoff that created real pipeline, quickly.

Pricing

Warmly offers a free plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

There are three paid tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, which adds third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, which adds custom signals and warm calling.

⚠️ Note that to use Warmly’s AI sales chat, you’ll need to be on the $19,000/year Business plan.

Pros & Cons

✅ Identifies companies and individuals visiting your website and then engages them.

✅ AI chat that can be customized to engage with the customers you want.

✅ Advanced sales orchestration options.

✅ Live sales engagement functionality.

✅ Reveals who your hottest leads are right now.

❌ Warm calling feature is available only on the Enterprise plan.

#2: Salesloft (Drift)

Best for: Qualifying leads and helping them get answers to common questions about your product.

Similar to: Warmly.

Drift offers a conversational marketing chatbot that leverages AI to facilitate real-time interactions with your website visitors.

Its AI-powered chatbots are designed to help you qualify leads, answer queries, and schedule meetings.

➡️ Note that Drift has been recently acquired by Salesloft, meaning that you can only access it through Salesloft.

How Does Drift's AI Chatbot Work?

Drift's AI chat integrates with your company's website to initiate and manage conversations with prospects 24/7.

The tool engages website visitors in real-time, utilizing NLP to understand and respond to inquiries.

It’s capable of qualifying leads by asking relevant questions and, based on the responses, routing them to the appropriate SDR or scheduling meetings.

Pricing

There’s no pricing information available for Drift ever since Salesloft acquired it. That means you’ll have to contact Salesloft’s sales team for more details.

Pros & Cons

✅ Automatic routing to your sales team.

✅ Easy to use, according to G2 reviews.

✅ Automates routine tasks such as lead qualification and meeting scheduling.

❌ Since it’s been acquired by Salesloft, there have been no details on its pricing, which is why some people have been looking for Drift alternatives. 

❌ There’s a reported learning curve for the customization of the chatbot.

#3: Salesforce’s Einstein

Best for: Setting up a smart AI sales chatbot on your website that analyzes leads’ answers to figure out next steps.

Similar to: Warmly.

Salesforce's Einstein SDR Agent is an AI-powered sales chat that has been designed for enterprises looking to automate initial prospect interactions and pipeline nurturing.

The tool helps you free up some of your team’s time so they can focus on higher-value activities. 

How Does The AI Chatbot Work?

Einstein AI’s chatbot engages with your website visitors to nurture your pipeline 24/7.

Unlike other AI sales chatbots on the market that can only answer specific programmed questions, the platform stands out with its ability to make decisions and prioritize actions that align with the desired outcomes and analyzes leads’ questions to figure out next steps.

This can mean answering product questions, handling objections, or scheduling a meeting with warm leads.

➡️ The agent will then notify and brief your sales team with a summary of critical lead information after it schedules a meeting.

Each response is accurate and personalized to the prospect because it is grounded in your CRM.

Pricing

Salesforce does not disclose the specific pricing of its AI sales chat, so you’ll need to contact them to learn more about the pricing structure.

Pros & Cons

✅ The AI chatbot can engage with your prospects on their preferred channels, including SMS and WhatsApp.

✅ You can choose the AI sales agent’s tonality and topics to discuss and customize the lead assignment (e.g., <$5k leads).

✅ The AI chat is multilingual and multichannel.

❌ You’d have to use Salesforce as your CRM to use their chatbot.

❌ Pricing is not disclosed, and I could not find reported numbers.

#4: Chili Piper

Best for: Inbound lead routing and pre-qualification before handing off to your sales team.

Similar to: Salesforce’s Einstein.

Chili Piper offers a sales platform that specializes in inbound lead routing and qualification.

The platform’s AI sales chat is ideal for engaging visitors with personalized messages, to then provide your sales team with a smooth handoff.

How Does Chili Piper’s AI Chat Work?

Chili Piper’s AI sales chat engages website visitors with personalized conversational flows called “Journeys,” which qualify, route, and schedule meetings in real time.

When a visitor interacts with the chat, it asks smart qualifying questions and automatically routes the lead to the right rep based on rules like location, company size, or availability. 

If one of your sales reps is online, they can jump into the chat or book meetings directly; if not, the system offers an instant scheduling option. 

The platform also uses AI to help teams build these chat flows by describing their goals, which the system turns into optimized experiences. 

➡️ It also provides performance insights and recommendations to improve conversions and reduce drop-offs, which makes it stand out from the other tools on the market.

Pricing

If you’re just starting out with AI sales chats, you can choose between:

• Chili Cal Free: Base plan that includes just a few essential features
• Chili Cal Teams: $22.5 per user per month that includes more advanced features, such as instant booking, round-robin, etc.

Note: Chili Cal Teams is available only for Salesforce users. If your team is on HubSpot’s CRM, you can’t access it at all.

If you want additional features, you can upgrade to one of four product packages:

• Concierge: $45 per user per month + platform fee $225-$1,500/m based on the number of inbound leads submitted each month
• Chat: $45 per user per month + platform fee of $1,500/month.
• Distro: $45 per user per month + platform fee of $225/month.
• Handoff: $45 per user per month + platform fee of $225/month.

➡️ If you want access to all its products, you can opt for the bundled plan dubbed Demand Conversion Platform at $108 per user per month + $1,000/mo platform fee.

You can also create your combinations:

• 2 Products: $25 per user per month per product + 1 platform fee.
• 3 Products: $20 per user per month per product + 1 platform fee.
• 4 Products: $18 per user per month per product + 1 platform fee.

Pros & Cons

✅ Qualifies leads based on the forms they fill out.

✅ Advanced lead routing options, including automatically removing OOO reps from round-robin distribution.

✅ Meeting scheduling features that enable automated scheduling and rescheduling of meetings.

❌ Complex pricing. Your costs can easily skyrocket.

❌ Has a learning curve, according to G2 reviews.

#5: Qualified

Best for: Engaging high-intent visitors on your website.

Similar to: Warmly.

Qualified offers a website visitor tracking platform that includes an AI-powered chatbot for sales teams.

It’s a good tool if you’re an enterprise-grade Salesforce user looking to automate lead routing, engagement, and crafting of tailored offers, etc.

How Does Qualified’s AI Chat Work?

Qualified’s AI-powered sales chat greets your website’s visitors with personalized conversational flows designed to understand their intent quickly. 

What makes the platform special is that it:

• Asks relevant, qualifying questions.
• Identifies high-value prospects.
• Route these prospects to the appropriate sales rep based on criteria such as territory, product interest, or account size.

When human sales reps are available, the system notifies them in real-time so they can join the chat and book meetings directly, similar to Warmly’s AI chat.

If, for some reason, your human reps aren’t online, Qualified can automatically display calendar slots or capture lead details to schedule follow-up. 

Similar to Chili Piper, it also provides analytics and AI-driven recommendations to optimize chat performance and boost conversion rates.

Pricing

Qualified used to offer three payment plans with transparent pricing, but its pricing is now not disclosed.

You’d have to contact its team for a product demo and pricing information.

Pros & Cons

✅ AI-powered chatbot that answers leads’ queries, asks questions to qualify them, schedules meetings, etc.

✅ Identifies website visitors at both company and individual levels.

✅ Tracks intent signals and pre-qualifies your prospects.

❌ Very expensive when compared to alternatives on the market. 

❌ Geared toward Salesforce users, and it doesn't support HubSpot.

#6: Exceed AI

Best for: Automating lead engagement, qualification, and lead nurturing with an AI chatbot.

Similar to: Qualified.

Exceed AI offers an AI-powered sales and marketing platform that’s been designed to automate lead capturing, qualification, and nurturing. 

By engaging prospects in personalized conversations via an AI sales chat, the platform ensures timely follow-ups and seamless handoffs to your human reps.

How Does Exceed’s AI Sales Chatbot Work?

Exceed AI’s chatbot acts as a 24/7 virtual assistant for your visitors, running around the clock to manage the earliest stages of lead engagement. 

As soon as a lead enters your website, the AI jumps into action, initiating personalized conversations via a chatbot and responding to questions, and offering relevant information.

➡️ It then qualifies each lead by asking targeted questions based on your custom criteria, ensuring that only high-potential prospects move forward. 

For those not quite ready to buy, the AI tool continues the conversation through thoughtful, timely follow-ups, nurturing interest until the lead is sales-ready and then hands it off to human sales reps.

Pricing

Exceed AI doesn’t publish its pricing, which means that you’ll have to contact its sales team for details.

Pros & Cons

✅ Accurate lead qualification via conversational AI in chat.

✅ Native CRM integrations continuously update and enrich your CRM records.

✅ Coordinates and books meetings directly into sales representatives' calendars. ​

❌ Difficult initial setup, according to customers of the platform.

❌ The platform is reportedly expensive.

#7: Signals

Best for: Engaging and scoring website visitors with intent data before handing them over to your human SDRs.

Similar to: Qualified, Warmly.

Signals offers another AI sales chatbot platform that leverages intent data to help sales and marketing teams create data-driven outreach strategies.

Its smart chatbot is ideal for SMBs looking to improve their sales operations by fueling them with relevant sales intelligence and intent signals.

How Does Signals’ AI Sales Chat Work?

Signals’ AI-powered live chat proactively identifies and engages high-intent website visitors by combining predictive intent scoring with real-time user data. 

The way it works is that when a target account arrives on your site, the AI chat automatically pulls firmographic information, enriches contact records, and surfaces relevant conversational prompts to guide visitors into qualification flows. 

If a sales rep is available, they’d receive an instant alert and can jump into the chat, schedule meetings, or even initiate a voice call with calendar booking. 

Similar to Exceed AI, if no rep is online, the AI can continue the qualification journey, collect lead info, and offer scheduling options. 

According to Signals, the chatbot continuously learns from every interaction, updating its understanding of effective engagement patterns and refining its approach over time.

Pricing

Signals no longer discloses its pricing, so you’d have to contact their team for a product demo and a quote.

Pros & Cons

✅ Customizable chatbots that use Signals’ intent data to create a tailored approach for each lead.

✅ The chatbots are very customizable.

✅ Stellar customer support, according to G2 review.

❌ Has too many features, making it somewhat overwhelming for smaller teams.

❌ Pricing is not disclosed.

#8: Tidio

Best for: Automating customer support and lead capture through live chat and AI chatbots.

Similar to: N/A.

Tidio offers a sales platform that combines live chat, chatbots, and helpdesk functionality into one intuitive platform for small businesses looking to engage with customers in real-time, resolve issues quickly, and automatically qualify leads.

It’s easy to set up, budget-friendly, and integrates with platforms like Shopify, WordPress, and Messenger out of the box, which makes it a preferred alternative for smaller businesses with tight budgets.

How Does Tidio’s AI Sales Chat Work?

Tidio’s AI-powered sales chat uses “Lyro,” an NLP chatbot that learns from your FAQs and content to understand user intent and respond naturally to customer questions.

It works by tracking visitor behavior and triggering proactive chat invitations or flows, such as lead collection, order tracking, or personalized product recommendations, using a visual, no-code builder. 

During live chat, the chatbot assists your team by suggesting polished message rewrites and categorizing conversations into priorities. 

If it can’t confidently handle a query, it smoothly escalates to a human sales rep and shares conversation context.

Pricing

Tidio offers a free plan that includes up to 50 handled conversations.

However, if you want access to more features and its AI agent, you’ll have to upgrade to one of the following plans:

1. Starter: $29/mo, includes 50 one-time Lyro AI conversations.
2. Growth: Starts at $59/mo, includes 50 one-time Lyro AI conversations.
3. Plus: Starts at $749/mo, includes up to 5,000 Lyro AI conversations.
4. Premium: Starts at $2999/mo, includes up to 10,000 Lyro AI conversations.

The final price will depend on the number of conversations you need handled and whether you want to use Lyro.

Namely, if you want access to Lyro AI on the lower-tier plans, you can purchase it as an add-on.

Pros & Cons

✅ Fast, no-code setup, unlike some of the competitors in this list.

✅ Design and deploy automated conversations using simple workflows.

✅ Affordable pricing plans with a free tier.

❌ Bot customization is limited when it comes to highly specific workflows.

❌ You’ll get custom branding in its Plus plan, which can be expensive for smaller teams.

#9: Docket

Best for: Supporting sales teams in technical sales cycles by acting as an always-available sales engineer.

Similar to: Tidio.

Docket offers an AI-powered chatbot designed to support sales teams during complex or technical sales cycles by acting as an always-available sales engineer. 

It helps your sales reps respond to product questions, customize documents, and surface the right information during live conversations without needing to loop in experts every time.

How Does Docket’s AI Sales Chatbot Work?

Docket’s AI sales chat (branded as AI Seller) acts like a digital sales engineer on your website, engaging visitors with smart conversation flows that qualify leads and surface relevant content. 

What makes it special is that it taps into your organization's "Sales Knowledge Lake," drawing from internal resources like Slack, CRM systems, and documentation to answer complex questions instantly and accurately. 

If high-intent prospects arrive, it asks progressive discovery questions, handles common queries, and is even capable of booking meetings directly with your team. 

When your reps are offline or unavailable, the AI chat ensures continuous engagement and pipeline capture. 

💡 It can also act as your team’s AI sales engineer assistant that is able to instantly dig up and provide answers to technical product questions during calls, emails, or demos.

But that’s not all - it can create personalized RFPs, one-pagers, and solution briefs based on natural language prompts and your data.

Pricing

Docket doesn’t publish any information regarding its pricing or packages, which means that you will have to book a demo to get more details.

Pros & Cons

✅ AI-powered chatbot that leverages your product data and customer insights to instantly answer technical questions.

✅ Capable of creating personalized RFPs, one-pagers, and solution briefs

✅ Can book meetings directly with your team. 

❌ Fewer native integrations compared to other tools on the market.

❌ Pricing is not disclosed.

#10: ZoomInfo

Best for: Triggering personalized chats based on lead data and scheduling meetings instantly. 

Similar to: Warmly.

ZoomInfo offers a B2B data platform that helps businesses accelerate growth by automating marketing and sales tasks.

It offers an AI sales chatbot on top of its already vast database of company information and decision-makers, allowing you to target the right people with precision. 

How Does ZoomInfo’s AI Sales Chat Work?

ZoomInfo’s AI-powered sales chat (branded as Copilot Chat) leverages its vast B2B database to instantly recognize and engage high-value website visitors. 

As prospects interact, the AI-powered software enriches their profiles with firmographic and intent data, asks qualifying questions, and surfaces calendar booking options in real-time. 

If a sales rep is online, they get alerted instantly and can join the chat, book a meeting, or call directly; if not, the AI continues the qualification process and captures lead details. 

It also sends real-time alerts about buying signals, like funding events, executive moves, or increased engagement, so human reps can act at the best moment. 

On top of that, it offers a sales engagement tool, helps sales teams quickly connect with prospects using automated workflows, such as multi-channel prospecting campaigns (Salesflows)

➡️ Learn more about ZoomInfo with our detailed ZoomInfo review guide.

Pricing

ZoomInfo does not display its pricing, but we were able to find you some numbers in our in-depth ZoomInfo pricing guide.

We found that for companies with a headcount of 200, pricing ranges from $24,800 to $44,200 and for companies with a headcount over 1,000, pricing ranges from $83,200 to $161,900.

Pros and Cons

✅ Easy to use, with responsive customer service and training. 

✅ Smooth integration with Salesforce and HubSpot.

✅ The AI-powered software enriches their profiles with firmographic and intent data.

❌ Occasionally slow due to the large volume of data being processed, which is why some sales managers have been looking for ZoomInfo alternatives.

❌ The platform can get really expensive - up to 6 figures a year.

Next Steps: Automatically engage ICP-fit leads with Warmly’s AI Sales Chat

From pre-qualifying website visitors and answering technical questions to booking meetings while your reps sleep, these AI sales chatbots are changing how B2B teams work in 2025.

But not all AI-powered sales chatbots are created equal. Some excel at email personalization, while others were built for multichannel campaigns.

And a few, such as Warmly, do it all.

If your sales team is serious about scaling outbound and nurturing inbound without burning out your team or having to hire more sales reps, Warmly’s AI sales chat is one of the smartest, most intent-driven options out there.

It engages leads the moment they land on your site, and hands off warm conversations to your team at just the right time.

Here’s what else you’ll get by signing up for Warmly:

• The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
• A wide range of accurate prospect contact details directly from the Coldly database, helping you reach out to the right people.
• Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
• Send leads to the right salesperson automatically and notify them via Slack if a high-intent lead is active on your website.
• A Bombora integration that helps you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.
• Automate the search for high-potential prospects using AI technology, ensuring your sales team focuses on the right opportunities.

You can sign up for Warmly’s free plan and find out how it can fill your pipeline with qualified leads (the setup takes a few minutes), or book a live demo to see it in action first.

Read More

• AI for Sales Prospecting: How to Use It? [2025] - Learn how AI is being used for sales prospecting in 2025 and discover the best AI-powered platforms for it.
• AI Marketing Agents: Use Cases and Top Tools for 2025 - Wondering what AI marketing agents are and how to best implement them? You’ll find all the info you need in this detailed guide.
• AI in Sales and Marketing: How to Get More Sales? - AI can help you close more deals before you know it - learn how.
• Best 10 AI Sales Agents In 2025 [Reviewed] - Need a sales agent that never sleeps? Find the one that best fits your use case in our in-depth review.
• AI Email Marketing: How To Use It In 2025? - Want to improve open, reply, and click-through rates? AI can help you master the art of email marketing - find out how to leverage it for optimal results.
• 10 Best AI Sales Tools for B2B Teams [2025] - Shortlist of the top 10 AI-powered sales tools to help you find more high-quality leads and close more deals.

Are you searching for the best AI outbound sales tools to level up your sales motion in 2025?

For those of you who want to be an industry leader in ABM 2.0, I’ve prepared a list of the 10 best AI outbound sales tools in 2025 that can help you identify hot prospects and reach out to them at scale.

TL;DR

• Warmly offers the best AI-powered outbound sales platform with its real-time intent tracking, AI-driven multi-channel outreach, and live lead engagement capabilities.
• AI SDR tools like Artisan and Reply are ideal for automating personalized, multichannel outreach and reducing the manual workload of your sales reps.
• On the other hand, tools like Clay and UnifyGTM can help you deeply research prospects and enrich lead data before outreach to make sure that every message is hyper-relevant and timely.

But first, let’s go over the factors to consider when evaluating AI outbound sales platforms: ⤵️

What Are The Factors To Consider When Evaluating AI Outbound Sales Tools?

The main factors to consider when evaluating AI outbound sales tools include:

• The supported outreach channels such as email, LinkedIn, or live chat.
• How the tool uses lead data quality and intent signals.
• How the platforms craft and personalize messages.
• Access to sequence automation and smart follow-ups.
• Integrations with your existing sales tech stack.

Let’s go over each one of them in more detail: ⤵️

1. Supported Outreach Channels

Not all platforms cover the same mix of sales channels. 

Your team needs to ensure the tool can execute on the channels your buyers prefer (e.g., email, LinkedIn or live chat) and switch between them as needed. 

You can run experiments beforehand and evaluate where your prospects are most active/willing to respond.

2. How The Tool Uses Lead Data Quality & Intent Signals

AI shines when it’s fed rich, accurate data. This is why you should look for tools that integrate with reliable data providers and can ingest real-time intent signals (e.g., website behavior, funding announcements, or job changes). 

This will make sure that your outreach is both timely and targeted, rather than sprayed to a cold audience.

3. How The Tool Crafts & Personalizes Messaging

Generic blasts get low lift, while personalized touches get responses – we all get that.

Your AI outbound tool should dynamically assemble messaging that reflects individual prospect profiles (e.g., industry context, recent activity, and tone preferences), so each email or LinkedIn note feels handcrafted.

The best tools will offer features like variable merge fields, persona-based templates, and A/B testing on top of how the AI tool handles messaging.

4. Sequence Automation & Smart Follow-Ups

A one-and-done message won’t move the needle; you need multi-touch cadences to convert most of the prospects.

Good AI outbound sales tools let you build complex sequences, pause or pivot based on opens, clicks, or replies, and automatically schedule follow-up steps at optimal intervals. 

AI-driven triggers can even reprioritize hot leads in real time.

5. Workflow Integrations

Your ideal tool should smoothly integrate into your existing tech stack, including your CRM, marketing automation, calendar, and data enrichment tools, so there are no manual exports or imports. 

➡️ We have a saying here in Warmly that the more aligned your systems are, the smoother your workflow will be.

What Are The 10 Best AI Outbound Sales Tools In 2025?

Here’s a summary of the 10 best AI outbound tools on the market in 2025 that I shortlisted after reviewing 30+ platforms:

#1: Warmly

Warmly offers the best AI outbound sales tool as it helps you identify your warmest leads and reach out to them immediately with our engagement features.

Disclosure: Even though Warmly is our tool, I’ll aim to provide an unbiased perspective on why Warmly offers the best AI outbound sales tool in 2025.

Warmly is a signal-based revenue orchestration platform that lets you:

• Identify website visitors.
• Reveal which visitors are most likely to convert right now.
• Gain quality insights into prospective customers, allowing your sales reps to tailor their strategies accordingly.
• Automate essential sales processes on top of buying intent signals.

Let’s look at some features that make Warmly so popular among GTM teams worldwide looking to step up their sales outbound:

How Does Warmly's Outbound Sales Work?

Warmly has two types of tools for sales outbound - AI SDR and AI Copilots.

Our platform continuously monitors website traffic to identify visitors who show buying intent. 

The way it works is that the AI agent detects intent by pulling and analyzing various data, such as firmographics, contact details, and behavioral insights like pages visited, time spent on-site, interactions with competitors’ content, etc.​

Once a visitor on your website is identified as high-intent, Warmly's AI SDR initiates personalized outreach through email, LinkedIn, or chat, ensuring the messaging is perfectly tailored to the visitor's behavior and profile. 

After this, the AI SDR takes care of follow-ups to further nurture the leads and guide them down your sales funnel.

At the same time, Warmly’s AI Copilots assist your sales reps by:

1. Looping in your human reps when it comes to interactions with the warmest leads.
2. Providing your team with real-time insights and recommendations so your reps reach out to the highest-value leads at the best time, and so they do the right thing to convert them.

Sales Automation To Put Sales Ops On Autopilot

Warmly has several automation features to help you put essential sales operations on autopilot and ensure that no quality lead slips through the cracks.

Firstly, the Orchestrator lets you streamline LinkedIn and email outreach by automatically adding high-intent leads to specific sequences.

Our tool lets you set up all the essential parameters so you can completely customize it to fit your needs, goals, and target market, including letting you:

• Specify the trigger that sets the sequence in motion (e.g., a visitor goes to a high-intent page, such as pricing).
• Define the criteria the visitor needs to meet to be targeted (e.g., company size, industry, job role).
• Set up the frequency at which you want the workflows to run and the maximum number of people targeted in a single account.
• Decide what action you want the Orchestrator to take (e.g., sending a contextual email, personalized LinkedIn DM, or connection request).

Try it yourself 👇or watch it in action. 

AI Chat That Only Engages The Leads You Want To

Our AI Chat leverages the power of AI to engage high-intent leads on your website by:

1. Asking them qualifying questions.
2. Answering their queries.
3. Booking meetings.
4. Offering relevant collaterals, etc.

➡️ The AI Chat is fully customizable, meaning you can train it to your specific brand tone of voice and other requirements.

The tool actively monitors both on-site and off-site intent signals, such as: 

• Which pages a visitor browses.
• How often do they return?
• Whether the leads have already engaged with outbound campaigns.
• If the leads are already in your CRM from a previous deal cycle.
• Whether the prospect has already researched your competitors, etc.

💡 The AI chat then uses these signals to qualify and score leads more accurately, which means that it scores them on the actions they take and not on what they say.

Note: On Warmly’s Business plan and above, you can also automate lead routing using the round-robin method or set up any other criteria by which you want leads to be distributed.

Live lead engagement with Warm Calls

Warmly has another trick up its sleeve against other tools on the market for users who want to make the most of the traction gained by the intent insights the platform uncovers.

Our platform lets you engage your leads in a live video call while they’re still on your website.

When you go to the “Warm Calls” section of Warmly’s dashboard, you can see who’s visiting your website and monitor their sessions in real-time.

Once your reps assess the time is right, they can hop on a video call straight from Warmly’s dashboard.

As any sales rep knows, nothing can help you close more deals than one-on-one meetings, so make sure to make the most of them.

Note: The Live Video Chat feature is available only on Warmly’s Enterprise plan.

Try it out here:

Warmly’s Integrations

Warmly integrates with a wide range of platforms, including:

• OpenAI.
• Slack.
• Apollo.
• Outreach.
• Demandbase.
• 6sense.
• Clearbit.
• People Data Labs.
• And more.

In addition to these native integrations with several lead intelligence platforms, Warmly provides a Warm Bundle, which includes partner discounts for over 25 sales, marketing, and GTM tools.

Pricing

Warmly has a free plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

There are three paid tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

Note that to use Warmly’s automated, AI-powered outreach, you’ll need to be on the $19,000/year Business plan.

Pros & Cons

✅ Identifies companies and individuals visiting your website and then engages them.

✅ AI chat that can be customized to engage with the customers you want.

✅ Advanced sales orchestration options.

✅ Live sales engagement functionality.

✅ Reveals who your hottest leads are right now.

❌ Warm calling feature is available only on the Enterprise plan.

#2: Artisan

Best for: Scaling outbound while sending out personalized messages to leads.

Similar to: UnifyGTM.

Outbound channels: Email and LinkedIn.

Artisan offers an AI SDR named Ava (you might remember the ad that said ‘’stop hiring humans’’) that helps SDRs automate the entire outbound demand generation process.

The AI sales outbound platform works alongside your team inside Artisan’s all-in-one sales solution. 

How Does Ava Work?

Ava is a multifunctional AI sales agent that can be used for a variety of tasks, including (but not limited to):

• Setting up outreach campaigns targeting your ideal customer personas (ICP) across email and LinkedIn.
• Mining data on leads by browsing the internet, including technographics, firmographics, and demographic information.
• Preparing and sending out multi-channel sequences using email and LinkedIn.

• Crafting personalized messages for your high-value leads using a ‘’personalization waterfall’’ approach where the platform identifies the optimal personalization approach for each prospect (e.g., referencing LinkedIn posts or job changes).
• Automatically detect positive responses from interested leads to deliver them to your sales team.

➡️ The sales automation tool learns on the go, as the AI sales agent improves its writing style based on feedback and performance.

Features

• Email deliverability management that warms up mailboxes, monitors health, and adjusts sending limits.
• The AI sales agent accesses various data sources for up-to-date prospect insights (so you stop sending irrelevant emails).
• The platform can identify optimal personalization approaches for each prospect.

Pricing

Artisan does not disclose its pricing, so you’d have to contact their team to get a product demo and a quote.

According to 3rd party data from Vendr, Artisan AI's Ava service is structured around several tiers, with the base tier, 'Accelerate', starting at an average contract value of $12,000 per year.

Pros & Cons

✅ Ava can detect positive responses from leads and deliver them to your team.

✅ The sales agent warms up mailboxes, monitors health, and adjusts sending limits.

✅ Advanced personalization capabilities for higher engagement rates.

❌ Requires initial setup and training to align with your company’s messaging.

❌ Pricing is not disclosed – user reviews mention that it starts from $12,000/year.

#3: Reply

Best for: Automating multichannel sales outreach with AI.

Similar to: Artisan.

Outbound channels: Email, calls, LinkedIn, SMS, and WhatsApp.

Reply offers a sales engagement solution designed to automate and personalize outreach across various channels, including email, calls, LinkedIn, SMS, and WhatsApp. 

Its Jason AI assistant levels up your sales game by generating personalized messages, handling responses, and scheduling meetings to increase efficiency and engagement rates. ​

How Does Reply.io's Sales Automation Work?

Reply.io’s Jason AI takes over prospecting and outreach so your team can focus on closing. 

It starts by tapping into a vast B2B contact database to identify and prioritize leads that closely match your ICP.

From there, Jason AI generates and sends personalized messages tailored to each contact, engaging them across multiple channels like email and LinkedIn. 

As replies come in, the platform’s AI steps in to handle responses by addressing objections, answering questions, and nurturing leads with relevant follow-ups. 

Once a prospect is ready to talk, Jason AI schedules the meeting directly into your calendar to create a proper handoff to your human reps. 

Features

• Automates outreach across email, calls, LinkedIn, SMS, and WhatsApp to engage prospects on their preferred platforms. ​
• The AI outbound platform can generate personalized messages and responses, enhancing engagement and conversion rates. ​
• Gain access to a database of over 140 million verified contacts that fuels prospecting efforts. ​

Pricing

Reply.io has three pricing packages when it comes to its AI SDRs:

• AI SDR Starter: Starts from $500/mo for 500 active contacts and can go up to $1500 for 3000 active contacts, includes AI personalization, multichannel automation, etc.
• AI SDR Growth: Starts from $2500/mo for 5000 contacts and goes up to $5000 for 10000 contacts, includes everything in Starter, plus custom playbooks and a dedicated Slack channel.
• AI SDR Enterprise: Starts from $15000 for 25000 contacts and can go up to $25000 for 50000 contacts, includes everything in Growth, plus custom prompt engineering.

Pros & Cons

✅ Streamlines the sales process by automating tasks across multiple communication channels.​

✅ Improves personalization by leveraging AI, ensuring communications are tailored to individual prospects, boosting engagement.​

✅ User-friendly interface that is easy to navigate.

❌ Offers a steep learning curve.

❌ The platform offers poor customer support, according to users, with limited assistance for troubleshooting problems.

#4: Salesforce’s Einstein

Best for: Setting up a smart AI sales chatbot on your website to book meetings for your sales team.

Similar to: Warmly’s AI Chat.

Channels: SMS, WhatsApp, live chat, voice.

Salesforce's Einstein SDR Agent is an AI-powered sales agent that has been designed for enterprises looking to automate initial prospect interactions and pipeline nurturing.

The tool helps you free up some of your sales team’s time so they can focus on higher-value activities. 

How Does The Sales Automation Work?

Einstein AI’s sales agent autonomously engages with inbound prospects to nurture your pipeline 24/7.

Unlike other sales chatbots on the market that can only answer specific programmed questions, Einstein SDR Agent makes decisions and prioritizes actions that align with the desired outcomes and analyzes leads’ questions to figure out next steps.

This can mean answering product questions, handling objections, or scheduling a meeting with hot leads.

Each response is accurate and personalized to the prospect because it is grounded in your CRM.

Features

• Choose the AI sales agent’s tonality and topics to discuss and customize the lead assignment (e.g., <$5k leads).
• The AI chatbot can engage with your prospects on their preferred channels, including SMS and WhatsApp, in different languages.
• The agent will notify and brief your sales team with a summary of critical lead information after it schedules a meeting.

Pricing

Salesforce does not disclose the specific pricing of its AI sales agent, so you’ll need to contact them to learn more about the pricing structure.

Pros & Cons

✅ Nurture your pipeline in any region and at any time of the day.

✅ Fully customizable solution, such as customizing the tonality and topics to discuss.

✅ The AI chat is multilingual and multichannel.

❌ You’d have to use Salesforce as your CRM to use their AI SDR.

❌ Pricing is not disclosed. I was also not able to find reported numbers.

#5: Common Room’s Roomie AI

Best for: Automating the capture of buying intent signals and then personalizing outreach.

Similar to: Salesforce’s Einstein, Warmly.

Channels: Email, in-app, live chat, social media, forums, push notifications.

Common Room offers an AI-powered outbound platform designed to help sales teams identify and act on buying signals efficiently. 

The tool offers a sales agent, RoomieAI, that automates pipeline generation, personalizes outreach, and provides actionable insights based on its data analysis.

How Does Roomie AI Work?

Roomie AI starts by capturing buying intent signals from your prospects. 

The sales automation tool identifies buying signals, such as job changes, website visits, and product interest, and then prioritizes prospects.

It then suggests to your sales team which outbound play (Common Room’s sales automations) would be an ideal fit for them.

➡️ That’s not all. To take it a step further, the platform can also craft outbound messages using intent signals and prospect data.

Features

• Automate almost every step of pipeline generation, from signal detection to suggested outreach messages.
• Person360™ Waterfall Enrichment that doubles enrichment match rates by integrating data from dozens of partners for precise lead profiles.
• Signal-based prospecting that identifies buying intent signals and helps your human sales team act on them.

Pricing

Common Room offers three pricing tiers for sales teams:

• Starter: Starting at $999/mo, includes 2 seats, up to 35k contacts, unlimited alerts, workflows, and segments.
• Team: Starting at $1,999/mo, includes 3 seats, up to 100k contacts, and everything in Starter.
• Enterprise: Custom price, up to 10 seats, 200k contacts included, all integrations, and everything in Team.

Pros & Cons

✅ The AI sales automation platform is capable of tracking intent signals across the web.

✅ Automatic scoring and prioritization of prospects.

✅ Craft personalized outbound messages using intent signals and customer data.

❌ Annual billing only that starts at $12,000/year with 2 seats included.

❌ You’d only get ticketed support with its $1,999/month paid plan.

#6: Clay

Best for: Automating lead enrichment and crafting personalized outreach using AI-powered data aggregation.​

Similar to: UnifyGTM.

Channels: Email, LinkedIn, SMS, WhatsApp.

Clay's AI Research Agent enables sales teams to automate the process of gathering information about organizations and leads.

This agent helps your sales team eliminate manual research so they can focus on more critical tasks.

How Does The Claygent Work?

Claygent reviews the list of provided domains and then automatically extracts relevant information about these leads from the Internet (e.g., their LinkedIn page).

The purpose of the sales automation tool is to help your sales team find out more about your leads before reaching out to them.

The information includes insights such as job positions, stakeholders in the company, and office locations.

Your team can then ask the sales agent questions, such as whether the prospect’s company is hiring right now or about the competitors of the target company.

Features

• Answer detailed questions about your prospects, such as whether they are hiring or if they have a podcast.
• The sales automation platform can enrich both company and people data from various sources on the Internet.
• Use Clay's existing data enrichment and outbound campaign tools to combine data enrichment capabilities with automated outreach.

Pricing

Clay offers a free forever plan that provides 100 monthly search credits and limited access to its features.

If you are looking for more credits and features, you can choose from 4 pricing tiers:

• Starter: $134/month when billed annually for 24,000 credits/year, which adds up to 5,000 searches per month of people and companies, access to phone number enrichments and the ability to use your API keys.
• Explorer: $314/month when billed annually for 120,000 credits/year, which adds up to 10,000 company searches per month, webhooks and email sequencing integrations.
• Pro: $720/month when billed annually for 600,000 credits/year, which adds up to 25,000 company searches per month and access to CRM integrations.
• Enterprise: Custom pricing for a custom amount of credits for up to 50,000 company searches per month and AI prompting support.

➡️ Find more about the platform’s pricing structure in our in-depth Clay pricing guide.

Pros & Cons

✅ You’ll be able to research ICP-fit prospects before reaching out to them.

✅ Ask the sales agent any questions about the prospect in question.

✅ A solid free plan that includes Claygent so you can test the AI sales agent at no cost.

❌ The platform’s credit system can reportedly get expensive.

❌ There’s a steep learning curve for the tool, according to G2 reviews.

#7: Outplay

Best for: Multichannel outreach with AI personalization across email, LinkedIn, calls, and SMS.

Similar to: Warmly.

Channels: Email, LinkedIn, cold calls, and SMS.

Outplay offers an advanced sales engagement platform that equips your sales team with AI-powered sales automation tools to streamline prospecting and boost their productivity. 

With support for multichannel outreach, smart workflows, and real-time performance insights, the platform can help you engage more leads while staying focused on pipeline outcomes.

How Does Outplay’s Sales Automation Work?

Outplay’s AI-powered SDR functionality is designed to automate and optimize every stage of outbound engagement. 

The platform starts with multichannel sequencing, allowing your sales reps to automate outreach across email, phone, LinkedIn, and SMS.

Its built-in AI writing assistant then helps you craft compelling, personalized messages that match each prospect’s tone and context.

➡️ The software also uses automated lead scoring to surface high-priority contacts based on factors like intent, engagement history, and ICP fit.

Features

• AI-powered personalized email writing that lets you craft tailored emails.
• Multichannel outreach across email, phone, LinkedIn, and SMS that helps your team handle all your outreach strategies from one place.
• Smart lead scoring and prioritization that leverages advanced algorithms to recognize high-intent leads.

Pricing

Outplay has four pricing tiers for individuals and teams:

• Starter: Starting at $49/seat/month for 5000 active prospects, and can go up to $159/seat/month for 50,000 prospects.
• Growth: $99/seat/month, which adds unlimited prospects and access to more features
• Growth Plus: $159/seat/month, which adds more advanced security and team management features.
• Sales Agency: $224/seat/month, which adds agency-designated functionality.

Pros & Cons

✅ Powerful multichannel sequencing with good AI support.

✅ Easy to use, according to G2 reviews on the market.

✅ Smart lead scoring and prioritization.

❌ Reporting dashboards are less advanced compared to some other tools on the list.

❌ Fewer integrations than alternatives on the market.

#8: 6sense

Best for: Enterprises looking to automate and personalize their email outreach campaigns at scale.

Similar to: UnifyGTM, Warmly.

Channels: Email.

6sense's AI Email Agents offer a powerful sales automation solution for organizations looking to scale up their pipeline without increasing headcount.

The platform combines its 6sense Signalverse data, 6AI, and your company’s content library to automate and personalize email workflows.

How Does The AI-Powered Sales Tool Work?

The way the sales automation tool works is that it leverages 6sense’s Signalverse data and 6AI to create personalized email workflows.

The platform lets you quickly generate and automatically send emails that are personalized to your prospects using the tool's out-of-the-box agent playbooks.

6sense’s sales automation solution is capable of:

• Automatically crafting and sending responses to incoming emails.
• Booking meetings for your sales team based on lead interactions.
• Using machine learning to classify incoming emails and understand context.
• Utilizing custom sending domains and contact validation rules to level up deliverability and make sure that the email lands in the inbox and not in spam.

Features

• Personalized 1:1 email sequences with domain send limited capabilities.
• Automatic delivery of relevant, context-aware follow-ups that help you book more meetings on autopilot.
• Built-in inbox warming to ensure emails land in inboxes.

Pricing

6sense offers a free plan that provides 50 credits/month, Buyer Discovery, Contact & Company Data, Alerts, List Management, and a Chrome Extension.

Apart from that, you can upgrade to one of 6sense’s three paid plans:

• Team: Custom pricing, which adds technographics, psychographics, Web, CRM, and SEP Apps, the ability to add to CRM/SEP, and custom dashboards.
• Growth: Custom pricing, which adds 6sense Intent (Keywords), 3rd Party Intent, corporate hierarchy, and prioritization dashboards.
• Enterprise: Custom pricing, which adds a predictive AI model, AI-recommended actions, and CRM & MAP Activity.

6sense doesn’t disclose prices on its website, so you’ll have to contact its sales team for more details.

However, Vendr provides some helpful 3rd party insights into 6sense’s pricing policy, noting that the average 6sense contract value is a staggering $123,711.

Pros & Cons

✅ You can build sales automations that identify the right people at high-intent accounts and engage them with personalized emails.

✅ Functionality to improve email deliverability by warming up leads’ emails.

✅ The platform offers an intuitive interface, according to users on G2.

❌ Costly when compared to 6sense alternatives on the market.

❌ Not capable of identifying individual stakeholders visiting your site.

#9: UnifyGTM

Best for: Researching prospects in-depth before reaching out to them with a personalized message.

Similar to: Clay’s Claygent.

Channels: Email.

UnifyGTM’s sales outbound platform helps your sales team scale account research and personalized email messaging.

The platform uses AI to scrape websites, Google, pull CRM data, and more, to help you learn more about your prospects before you or the platform reaches out to them.

How Does UnifyGTM’s Sales Automation Platform Work?

UnifyGTM’s platform automatically triggers research when a buyer or company meets specific criteria that you’ve set.

The tool’s sales agent then goes on to scrape their website, search the web, and analyze data to learn more about the prospect.

The platform then combines contact, LinkedIn, and CRM data to help you personalize your messaging to the prospect.

➡️ The agent can also help you generate human-like emails that stand out in your prospects’ inboxes.

Features

• Real-time activation based on prospect or company triggers.
• Full visibility into the AI research and decision-making process so your team can double-check the prospect information.
• The in-depth research is done by scraping your leads’ websites, browsing the web, and analyzing data at scale.

Pricing

UnifyGTM offers a tiered subscription pricing as well as a credit-based system for using the tool’s features to reveal companies, phone numbers, and email addresses:

• Growth: $700/month when billed annually, which gives you access to 30,000 credits, 2 Active Plays, 3 platform users, 1 email-sending user, and 5 Unify managed inboxes.
• Pro: Custom pricing, which gives you access to 100,000 credits, unlimited Plays, 5 platform users, 2 email-sending users, and a white glove onboarding experience.
• Enterprise: Custom pricing, which gives you access to 200,000 credits, 10 platform users, 5 email-sending users, and SSO.

It’s possible to purchase credits separately if you run out of credits in your existing paid plan.

UnifyGTM’s credit-based system charges you:

• 0.1 credit for each revealed company per month.
• 2 credits for each B2B email you reveal per month.
• 4 credits for each mobile phone number you reveal per month.
• 1 credit per B2B champion tracked per month.
• 5 credits per new hire per month.

➡️ Feel free to check out our in-depth UnifyGTM pricing guide to figure out if the tool is the right option for you.

Pros & Cons

✅ Intent signals from 10+ sources, covering first-party and third-party data.

✅ Automated Plays and Sequences.

✅ Automated AI agents that engage your leads in real-time.

❌ Limited visitor identification features, which is why some companies have been looking for UnifyGTM alternatives.

❌ The pricing model does not fit the budgets of smaller companies and start-ups, which is why some users have been looking specifically for AI sales agents for small businesses.

#10: Bluebirds

Best for: Outbound sales teams looking to scale prospecting efforts.

Similar to: UnifyGTM, Claygent.

Channels: Email.

Bluebirds offers an AI-powered sales automation tool that helps sales teams scale their email outbound efforts.

The platform is capable of researching, prioritizing, and engaging the best prospects, allowing your sales representatives to focus on meaningful conversations with prospects and not manual outreach.

How Does The AI-Powered Sales Outbound Platform Work?

Bluebirds’ AI outbound platform analyzes a database of 7+ million accounts to look at their firmographics and technographics.

It ranks the accounts based on custom (your team sets them) buying signals and events that could have triggered them to look for a solution like yours.

The sales automation tool then enriches the contact using data from 15+ vendors and generates a shortlist of prospects that you can reach out to with tailored messaging.

➡️ The platform is also capable of learning and adapting on the go to improve its prospecting skills like a human SDR would.

Features

• The AI outbound sales software can rank the prospects using custom buying signals based on certain pre-determined events. 
• Prioritize accounts that are more likely to convert by combining signals from trusted public data sources (i.e., 2nd party signals, such as G2 or Capterra), your CRM, and third-party intent.
• Automated buyer circle enrichment with contact data from 15+ data vendors that the platform has partnered with.

Pricing

Bluebirds does not publicly disclose its pricing, so you’d have to contact their sales team to get a product demo and pricing information.

Despite this, it does offer a free plan so you can get to know it, with “unlimited” leads and basic intent signals. You’d also get access to its AI-powered ICP functionality.

Pros & Cons

✅ Save your team time by automating research and prioritization of leads.

✅ Improve targeting accuracy with the platform’s multi-source data enrichment.

✅ Set up custom buying signals based on ‘’compelling’’ events that are pre-determined. 

❌ Pricing is not disclosed, similar to other tools on the market.

❌ The product is relatively new, so it has not been as battle-tested as other competitors on the market.

Next Steps: Automatically engage ICP-fit leads with Warmly’s AI Sales Agent

From automating outreach to detecting real-time intent and booking meetings while your reps sleep, these AI outbound sales tools are changing how B2B teams operate in 2025.

But not all AI-powered sales tools are created equal. Some excel at email personalization, while others were built for multichannel campaigns. 

And a few, such as Warmly, do it all.

If your sales team is serious about scaling outbound without burning out your team or having to hire more SDRs, Warmly’s AI SDR agent is one of the smartest, most intent-driven options out there.

It automates outreach across email and LinkedIn, engages leads the moment they land on your site, and hands off warm conversations to your team at just the right time.

Here’s what you’ll get by signing up for Warmly:

• The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
• A wide range of accurate prospect contact details directly from the Coldly database, helping you reach out to the right people.
• Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
• Engage website visitors in real-time with intelligent chat features designed to convert inbound traffic into meaningful leads.
• Send leads to the right salesperson automatically and notify them via Slack if a high-intent lead is active on your website.
• A Bombora integration that helps you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.
• Automate the search for high-potential prospects using AI technology, ensuring your sales team focuses on the right opportunities.

You can sign up for Warmly’s free plan and find out how it can fill your pipeline with qualified leads (the setup takes a few minutes), or book a live demo to see it in action first.

Read More

• AI for Sales Prospecting: How to Use It? [2025] - Learn how AI is being used for sales prospecting in 2025 and discover the best AI-powered platforms for it.
• AI Marketing Agents: Use Cases and Top Tools for 2025 - Wondering what AI marketing agents are and how to best implement them? You’ll find all the info you need in this detailed guide.
• AI in Sales and Marketing: How to Get More Sales? - AI can help you close more deals before you know it - learn how.
• Best 10 AI Sales Agents In 2025 [Reviewed] - Need a sales agent that never sleeps? Find the one that best fits your use case in our in-depth review.
• AI Email Marketing: How To Use It In 2025? - Want to improve open, reply, and click-through rates? AI can help you master the art of email marketing - find out how to leverage it for optimal results.
• 10 Best AI Sales Tools for B2B Teams [2025] - Shortlist of the top 10 AI-powered sales tools to help you find more high-quality leads and close more deals.

In 2025, using an AI chat for lead generation isn’t just smart.

It’s how the most effective teams are scaling conversations, qualifying prospects faster, and driving pipeline on autopilot. 

Whether embedded on your website or connected to your outbound workflows, AI chats are turning passive traffic into warm leads 24/7.

But here’s the catch: not all AI chats are created equal. 

The real magic happens when you combine instant responsiveness with deep context, such as who the visitor is, what they’ve done before, and what they actually care about.

In this guide, I’ll break down exactly how to use an AI chat for lead generation in 2025: from strategy and setup to real-world use cases and the tools that are changing the game. 

If you’re looking to engage the right prospects at the right time without blowing up your SDR team’s calendar, you’re in the right place.

Let’s dive into how to make AI chat work for your GTM motion!

How do AI chatbots work for sales?

AI chatbots for sales aren’t just digital receptionists. It’s more accurate to think of them as frontline revenue agents. 

What does this mean?

At a high level, AI chatbots use natural language processing (NLP), behavioral data, and CRM integrations to engage site visitors, qualify intent, and route leads in real time. 

But what makes them truly valuable in 2025 is how they fit into your go-to-market motion.

Here’s how it works: someone lands on your site, maybe after clicking a LinkedIn ad or searching for a solution. 

Instead of offering a static form, an AI chat jumps in with a human-sounding question tailored to that visitor’s context, i.e., who they are, what page they’re on, and how they got there. 

From there, the chat does three things almost instantly:

1. Starts a warm conversation - It opens with context-aware prompts (“Looking for help with X?”), building trust right away.
2. Qualifies intent without friction - Through smart, dynamic questions, it captures buying signals, firmographic data, and need-level without ever feeling like a survey.
3. Routes hot leads to your team - Based on responses and behavioral cues, it can book a meeting, notify an SDR, or push the lead into your CRM with tags, scores, and notes automatically.

Unlike traditional live chat (which relies on having someone online), AI chats work 24/7 and scale with your traffic. 

And because they’re integrated with tools like your CRM or outreach platforms, every conversation becomes part of a larger, orchestrated funnel, and not a one-off interaction.

The result? Faster handoffs. Cleaner pipeline. More qualified leads, less SDR burnout.

How to use an AI chat for lead generation - 8 high-impact use cases 

So, what does AI chat actually look like in action?

Below are eight real-world use cases that show how AI chat can drive serious impact across the entire buyer journey, from the moment someone lands on your site to the point they book a meeting (and beyond). 

Some are foundational. Others are advanced. But together, they make AI chat a core part of a modern revenue engine.

1. Lead qualification and scoring

Traditional lead qualification usually depends on two things: static forms and manual follow-up. 

A visitor lands on your site, fills in a form (if you're lucky), and a rep reaches out later to ask discovery questions. 

It’s slow, it’s impersonal, and it often leads to ghosting - or worse, wasted time on unqualified leads.

AI chat flips that model on its head.

Instead of making prospects wait or fill out rigid forms, AI chat starts a conversation the moment someone lands on your site. 

And it uses contextual cues like what page they’re viewing or how they arrived, to open with questions that feel natural and relevant. 

From there, it gathers the information your team needs to assess fit: goals, timeline, role, company size, and urgency.

And it does all of this in real-time, without forcing the visitor into a one-size-fits-all funnel.

With Warmly, this process goes beyond the conversation itself. 

The platform actively monitors both on-site and off-site intent signals, such as: 

• Which pages a visitor browses.
• How often they return?
• Whether they’ve already engaged with outbound campaigns.
• If they’re already in your CRM from a previous deal cycle.
• Whether they’ve already researched your competitors, etc.

The AI chat then uses these signals in real-time to help qualify and score leads more accurately. 

This means that Warmly’s AI Chat doesn’t just score someone based on what they say - it scores them based on what they do. 

A visitor checking your pricing page for the third time? That’s a high-intent signal. 

A returning lead from a closed-lost opportunity? That’s context worth acting on.

Combined with how the lead interacts during the chat, these behavioral signals give your team a far more complete - and actionable - picture of each prospect’s potential, without a rep needing to dig for it.

2. Reactivating closed-lost accounts

Closed-lost doesn’t always mean “never.” 

Sometimes the timing was off. Sometimes priorities shifted. And sometimes the deal just quietly faded out.

But what happens when that same lead returns to your site months later, ready to re-engage?

Most teams wouldn’t even notice.

That’s where AI chat steps in as your always-on, second-chance catcher. 

Instead of relying on reps to comb through CRM records or guess who’s who, your AI chat recognizes closed-lost accounts the moment they land. 

It can trigger a personalized message based on previous deal history, welcoming them back, referencing past conversations, or offering help with next steps.

With Warmly, this becomes a fully automated play. 

Here’s an example of a workflow that automatically adds Sales Leaders visiting our site to Outreach campaigns ⤵️

The platform syncs directly with your CRM (like HubSpot or Salesforce) and monitors for visits from known closed-lost leads. 

When one appears, it not only tailors the chat greeting but also alerts the original rep via Slack, giving them a heads-up to jump in live or follow up with perfect timing.

Instead of losing these leads all over again, AI chat turns quiet re-visits into a reactivated pipeline with no form fill or manual tracking required.

3. Warming up leads through contextual, on-brand conversations

High-intent leads don’t want to be “captured.” They want to be understood.

And yet, most companies still rely on rigid forms or generic chatbots that ignore who’s actually on the page. 

Same fields. Same questions. No context. No personality.

AI chat changes that experience completely.

Instead of pushing a cold form, it starts a warm, brand-aligned conversation. 

The chat adjusts in real-time to each visitor’s journey, whether they’re exploring features for the first time, coming back after a few weeks, or navigating your pricing page. 

It picks up on those signals and responds in a way that feels helpful, not pushy.

Warmly lets you train its AI Chat to speak your language, tone, voice, product positioning, and the whole package. 

That means every interaction sounds like it’s coming from your team, not some third-party script. 

And because it feels more human, leads are far more likely to open up, share real intent, and stick around.

This creates the ideal setup for warming up cold or curious visitors, turning casual browsing into engaged dialogue. 

And when you pair this with Warmly’s website visitor identification and intent enrichment, your reps don’t just see a name and title. They see buying signals, past activity, and what the lead actually cares about.

It’s trust-building at scale. And it makes every follow-up easier, more relevant, and way more likely to convert.

4. Booking meetings

Every sales team wants more meetings, but the handoff from chat to calendar is where a lot of intent slips through the cracks.

Think about the typical flow: a visitor is interested, the chatbot offers help, and… they’re told to “expect a follow-up soon.” 

That’s a recipe for no-shows and lost momentum.

AI chat solves that by making scheduling instant and frictionless.

Once a lead is qualified or shows intent, whether through their responses or their behavior on-site, the chat can offer available meeting times right then and there. 

No back-and-forth. No separate email thread. 

Just “Let’s get something on the calendar,” followed by real-time options pulled from your reps’ calendars.

With Warmly, this experience is smooth and tailored. 

The AI knows when someone is demo-ready based on intent signals and can offer the meeting prompt at the right moment in the conversation. 

It even works after hours, turning late-night visits into booked calls your reps will wake up to.

More meetings. Less drop-off. No gatekeeping.

5. Instant routing to sales reps

AI chat is powerful, but sometimes, what a lead really needs is a real person.

That’s why the best chat experiences don’t stop at automation, allowing collaboration, too. 

When a high-intent prospect is ready to talk, AI chat should know when to step back and loop in a rep immediately.

Instead of letting that interest cool off with a “we’ll be in touch,” instant routing brings a human into the conversation right then and there, when the lead is most engaged.

With Warmly, this handoff happens seamlessly. 

The AI Copilot monitors live chat sessions, detects high-value signals, and pings the right rep via Slack or email. 

That rep can jump in directly, continuing the chat in real-time, or following up minutes later with full context already in place.

Moreover, Warmly also enables reps to smoothly transition to video calls straight from the platform, allowing them to engage extra valuable leads in a more impactful and personal way.

6. Product recommendations and guided selling

Not every visitor knows exactly what they’re looking for, and that’s where AI chat can become a true sales assistant.

By analyzing on-site behavior and responses in the conversation, AI chat can suggest the right solution, feature, or content in real-time. 

It can guide visitors toward the best-fit product based on their role, goals, or stage in the buying journey without making them dig through menus or wait for a rep.

Think of it as guided selling, but scalable. 

Instead of showing everyone the same path, each visitor gets a tailored experience that feels consultative and not salesy.

This is especially valuable for teams with multiple offerings, pricing tiers, or complex products. 

Whether it’s pointing someone to a relevant use case, recommending a plan, or offering a targeted demo based on their answers, AI chat makes it easy for prospects to discover the right next step without the friction.

Since you can train it on the same content you’ve used to train your reps, Warmly’s AI Chat can tackle this for you as well.

The chatbot can provide contextual and relevant help and suggestions, ranging from explaining your pricing model to offering a case study or playbook, depending on the lead’s intent level, previous interactions, questions, etc.

The result? Faster decisions, better product-fit conversations, and more confident buyers.

7. Handling FAQs and reducing drop-off

Before a lead is ready to book a meeting, they often have a few simple questions:

“Do you integrate with Salesforce?”

“How does pricing work?”

“Is there a free trial?”

If they can’t find an answer fast, most will bounce - or worse, go looking elsewhere.

AI chat solves this by instantly handling FAQs in the flow of conversation. 

Because it can be trained on your data, the chatbot will deliver clear, accurate answers right when they’re needed, instead of sending visitors to a help centre or waiting for a rep to respond.

That keeps the momentum going and reduces the chances of losing a good lead over something minor.

And when a question is too specific or signals higher intent, the chat can escalate to a rep or offer to schedule time, so there are no dead ends.

8. Cart assistance and conversion nudges

Even the most interested buyers get cold feet.

They browse your product, click into pricing, maybe even add something to their cart, and then leave. 

It’s not always because they’re not interested. Sometimes they just need a little reassurance, a quick answer, or a timely nudge to keep going.

That’s where AI chat shines.

For SaaS teams, this could mean nudging a visitor who’s lingering on the pricing page with a helpful breakdown or inviting them to book a demo. 

For e-commerce brands, it could mean recognizing cart abandonment patterns, offering a limited-time promo, or suggesting the right product variant based on browsing behavior.

AI chat detects these micro-moments - like exit intent, extended idle time, or return visits - and responds instantly with relevant, on-brand messages. 

It might offer help, remind someone about their cart, answer a lingering question, or showcase a customer testimonial that reinforces trust.

These nudges don’t feel pushy because they’re contextual. They meet the user where they are, with just enough information to reduce hesitation and drive action.

Whether you're selling a subscription or a physical product, these small, well-timed interactions add up to more conversions and fewer missed opportunities.

How to build & deploy a lead generation AI chatbot that will work for you

A good AI chatbot is not supposed to just sit on your site looking fancy.

It should work with your entire GTM motion, making it better and more efficient.

If you want to build one that’s perfectly tailored to your organization and actually drives leads (instead of annoying visitors), here’s a clear, no-fluff roadmap to get it right:

1. Start with your goal, not the tool

Before jumping into setup, get specific:

Are you trying to qualify leads? Book demos? Re-engage lost deals?

Your objective will shape the tone, flow, and integrations you’ll need from your chatbot, so define it upfront.

2. Choose a chatbot that fits your stack and workflow

Whether you're using a no-code builder or a more advanced AI platform, pick a solution that plays nicely with your CRM, scheduling tools, and outbound systems. 

Seamless integrations are key, especially for routing leads, syncing data, and triggering follow-ups without manual steps.

Pro tip: If your team is using Warmly, this means you’ll get deep integrations with HubSpot, Salesforce, Slack, etc., from day one, with no extra dev work required.

3. Train it to speak your language

Generic chatbots don’t convert. Ones that sound like your team does.

Upload your key messaging, tone of voice, and positioning assets so your AI can reflect your brand in every conversation. 

This includes how you describe your product, how you respond to common objections, and how you ask qualifying questions.

Warmly lets you fine-tune the AI with rep-level prompts, so each flow feels like a real, on-brand interaction, not a script.

4. Build your core flows based on intent

Structure your conversation flows around different levels of buyer intent.

• High-intent: Offer demos, book meetings, or loop in a rep
• Mid-intent: Share relevant content, case studies, or product recommendations
• Low-intent: Guide to resources or encourage newsletter sign-ups

Map out these paths before launch. 

Remember, you’re not just building a chat - you’re building mini lead funnels.

5. Connect it to real-time signals

The real power of AI chat is personalization. 

That means pulling in behavior signals, such as page visits, traffic source, ad campaign IDs, CRM data, and using them to adapt the chat experience on the fly.

Warmly, for example, uses Warm Intent Signals to recognize returning visitors, match them to ICP criteria, or spot when a closed-lost lead is back on your site, so the chatbot can respond with laser-focused messaging.

6. Test small, then scale

Don’t launch site-wide on day one. 

Start with key pages like your homepage, pricing, or demo landing page, and then monitor engagement, drop-off, and conversion rates.

Use A/B tests to optimize tone, prompts, CTAs, and chat flow length. 

Look at what drives booked meetings, not just conversations.

7. Set up real-time alerts and handoffs

Make sure high-value leads don’t get stuck in automation. 

Configure routing rules, Slack alerts, and live rep handoffs so your team can jump in when it matters most.

Even the best AI chats perform better when they work with your team - not in a silo.

8. Monitor performance and optimize

Track metrics like:

• Engagement rate.
• Qualified leads generated.
• Meetings booked.
• Drop-off points.

Refine your flows over time based on what’s working. 

AI chat isn’t set-and-forget; it’s a living part of your GTM motion, which changes and evolves over time.

AI chat x lead generation case study

Kandji, a fast-growing Apple device management platform, needed a way to engage high-intent website visitors without overwhelming its sales team. 

The solution? AI chat built for speed, context, and instant handoffs.

Just weeks after rolling out Warmly, Kandji’s reps booked two qualified meetings in under 8 minutes, all through live sessions triggered by AI.

Here’s how it worked:

1. A prospect landed on their site, and Warmly’s AI chat greeted them with a personalized message based on company and intent signals.
2. When the visitor responded, reps were instantly alerted via Slack.
3. Two separate sales reps jumped in, continued the conversation in real-time, and seamlessly booked meetings with qualified leads.

Because the AI was trained to reflect Kandji’s voice and messaging - and backed by real-time visitor data - it was able to start warm, relevant conversations that didn’t just gather info, but built trust.

This wasn’t just sales automation for the sake of it.

It was a fully integrated AI-human handoff that created real pipeline, fast.

Two booked meetings. Eight minutes. Zero manual chasing. That’s what AI chat can do when it’s working for your sales team.

FAQ

What is an AI chat?

An AI chat is a conversational tool powered by artificial intelligence that engages website visitors in real-time. 

It can answer questions, qualify leads, and guide users toward the next step, like booking a demo or talking to sales.

It’s different from traditional chatbots because of its ability to better understand context and learn from past interactions and your data.

What are the benefits of using an AI chat for lead generation?

AI chat helps qualify leads faster, reduces friction, and engages prospects 24/7. 

It also drives personalized conversations at scale, turning anonymous traffic into pipeline without needing a live rep on standby.

#3 What are the challenges of using an AI chat for lead generation?

Poorly configured AI chats can feel robotic or irrelevant if not aligned with your brand and GTM motion. 

Success depends on training the AI with the right messaging, setting up smart flows, and connecting it to real-time signals and sales tools.

Next steps: Turn traffic into qualified pipeline on autopilot

AI chat isn’t just another tool on your site.

It’s a frontline teammate that works 24/7, qualifies leads in real time, and helps your reps close faster with less manual effort. 

And when it’s built right, it doesn’t just improve conversion rates - it transforms how your entire GTM team operates.

The best part? You don’t need to start from scratch.

Warmly’s AI chat is built to plug into your existing motion, tuned to your brand, and designed to surface high-intent leads when it matters most. 

Whether you want to book more meetings, re-engage lost deals, or simply stop letting good traffic go to waste, it’s all doable with the right chat, built the right way.

Book a demo with our team to see how Warmly’s AI Chat can start driving pipeline from day one.

Read more

• AI Lead Generation: How to Use AI to Get More Leads in 2024 - Discover how to use AI to attract, qualify, and convert more leads without adding headcount.
• 10 Best AI Marketing Tools for B2B Teams [2025] - Explore the top AI tools helping B2B marketers drive smarter campaigns and better pipeline in 2025.
• AI Lead Scoring: What Is It & How To Do It Right In 2025? - Learn how to automate lead qualification with AI and focus your team on the prospects that actually convert.
• 10 Best AI Prospecting Tools & Software in 2025 [Reviewed] - A curated list of the most effective AI tools to streamline outbound and fill your pipeline faster.
• AI for Sales: Best Tools & Tips [2025] - See how modern sales teams are using AI to close deals faster, from chat to forecasting.
• How To Use AI In Account-Based Marketing [2025] - A practical guide to using AI to personalize, prioritize, and scale your ABM strategy.

AI for outbound sales is quietly transforming how teams fill their pipeline and book more meetings.

Instead of cold lists, random outreach, and endless guessing, reps now have smarter tools that tell them who to reach out to, when to do it, and what to say.

Simply put, using AI for outbound sales means you're not flying blind anymore. 

You’re using real data, smart predictions, and automation to do what used to take hours in mere minutes. 

But to get real results, you need to understand how AI fits into your outbound motion, what tools actually work, and what best practices will set you up for success.

That’s exactly what I’ll cover in this guide, keeping it simple, clear, and actionable.

Let’s begin!

How is AI used for outbound sales in 2025?

Salespeople are using AI to completely change how outbound sales work in 2025. 

Instead of spending hours building lists, guessing who to contact, or manually writing emails, AI is helping teams focus on what moves deals forward.

AI doesn’t replace the human side of sales. What it actually does is take care of all the heavy lifting behind the scenes. 

It analyzes massive amounts of data to spot patterns humans would easily miss and helps reps:

• Identify better prospects.
• Find the right timing.
• Craft stronger messaging.
• Automate repetitive tasks that slow them down.

As a result, you get more time spent on real conversations with qualified leads, and less time wasted on research, admin, or sending emails into the void.

By using AI this way, outbound sales teams can scale their efforts faster, personalize outreach at levels that were impossible before, and consistently fill their pipeline with higher-quality opportunities. 

What are the benefits of using AI in outbound sales?

The benefits of using AI in outbound sales are huge, primarily because it makes your salespeople far more effective and leaves them more time to focus on strategic tasks and converting hot leads. 

Here are some of the major advantages teams are seeing in 2025:

1. Smarter prospecting - AI analyzes huge data sets to help reps find the right accounts, contacts, and buying signals, so there are no more spray-and-pray lists.
2. Better timing - AI spots patterns that suggest when a lead is most likely to engage, so reps reach out at exactly the right moment.
3. Personalization at scale - Instead of generic emails, AI helps tailor outreach based on real insights, like job changes, company news, or recent activity.
4. Faster research - AI pulls in firmographic, technographic, and intent data automatically, so reps don’t waste hours on manual research.
5. Consistent follow-up - AI-powered sequences ensure leads don’t fall through the cracks, even when humans get busy.
6. Continuous optimization - AI learns from past performance to recommend what’s working and where to improve, making the entire outbound motion more efficient over time.

8 ways you can use AI for outbound sales

By now, it’s clear that AI isn’t just automating outbound sales. Instead, it’s completely changing how teams approach it, and for the better.

From finding better leads to personalizing outreach and staying on top of every opportunity, AI is reshaping each step of the process. 

Here are 8 specific ways teams are using AI right now to make outbound sales more efficient, targeted, and effective.

1. AI-powered ICP identification

First things first - outbound sales only work when you’re aiming at the right targets. 

And that starts with defining your ICP, which sounds simple, but is often where most teams get stuck.

In the past, building an ICP usually meant looking at basic firmographic data: company size, industry, and location. 

But AI takes this way further. 

Instead of just checking a few boxes, it analyzes real data from your existing customer base, which includes things like:

1. What technologies they’re using.
2. Their recent hiring trends.
3. Funding rounds and growth signals.
4. Website activity and intent signals.
5. Buying behaviors and sales cycle patterns.
6. Common job titles involved in deals.
7. And dozens of other data points you probably wouldn’t catch manually.

AI connects the dots between all these factors to uncover patterns that define who your best customers actually are, not just who you think they are. 

And once you have that data-backed ICP, you can train AI models to go out and find more companies that match those same characteristics.

That’s exactly where platforms like Warmly come in. 

Warmly’s AI-powered ICP identification uses machine learning to go far deeper than basic firmographics. 

It analyzes your current customers and closed deals, surfaces the hidden traits that drive success, and automatically builds highly-targeted prospect lists that mirror your top performers. 

This way, instead of building lists manually or guessing who fits, your outbound motion starts with laser focus, aimed directly at companies most likely to convert.

When you nail your ICP at this level, everything downstream, including prospecting, messaging, and outreach, becomes dramatically more effective. 

You’re not wasting time on bad-fit accounts. You’re starting conversations with companies that already look like your best wins.

2. Smarter prospecting and segmentation

Once you know exactly who your ideal customers are, the next challenge is finding them, and sorting them into the right buckets. 

This is where most outbound teams end up drowning in spreadsheets, enrichment tools, and endless list-building.

AI changes that completely. 

Instead of manually researching every account, AI scans massive amounts of real-time data to continuously surface new leads that match your ICP. 

But it doesn’t stop at just finding names. It evaluates dozens of live data signals to automatically score, rank, and segment prospects based on:

• Fit (how well they match your ICP).
• Intent (how likely they are to be in-market right now based on the signals they’re showing across web visits, ad engagement, social activity, etc.).
• Engagement (how they’re interacting with your brand or reps).

As a result, you’re not looking at one giant list anymore. 

You’re looking at a dynamic, prioritized pipeline where the hottest, highest-fit leads naturally float to the top. 

And this allows reps to understand exactly who to contact, in what order, and when.

This is one of Warmly’s biggest strengths. 

Warmly’s AI agents combine your ICP data with live real-time signals, including first-party, second-party, and third-party ones, to automatically build hyper-targeted lead segments. 

These segments update constantly as new signals come in, so your outbound lists are always fresh, focused, and prioritized.

No more static lists that go stale after a few weeks. No more reps spending hours cleaning spreadsheets. 

With AI-powered prospecting and segmentation, your outbound machine stays sharp and always aimed at the right targets, without the manual busywork.

3. Personalized outreach that actually resonates

Outbound sales lives or dies on how relevant your message feels to the person receiving it. 

But true personalization is hard. 

Most teams end up doing surface-level tweaks, like inserting a name or job title, and calling it “personalized.”

The reality? Buyers see right through that.

AI takes personalization to a completely different level. 

Instead of relying on generic templates, AI can pull from dozens of real data sources to build context for each prospect. 

These are things like:

1. Recent company news or funding announcements.
2. Product launches or hiring trends.
3. Social media activity or thought leadership posts.
4. Website visits and page views.
5. Shared connections or partnerships.
6. Competitor activity and market shifts, etc.

AI can process all of this in seconds - far faster than any rep could research manually - and generate personalized messaging that actually speaks to what’s happening in that account right now.

That’s where Warmly’s Orchestrator feature comes in. 

As prospects engage by visiting your site, clicking on ads, or showing other intent signals (e.g., comment on your LinkedIn posts, etc.) Warmly automatically sends hyper-personalized messages across email and LinkedIn. 

With it, you can also orchestrate follow-up and nurturing.

Namely, once a prospect enters a sequence, Warmly keeps monitoring engagement signals in real-time and adjusts the messaging and timing automatically. 

As contacts move through different stages of interest, Warmly keeps the conversation going at the right pace, ensuring no lead gets forgotten or ignored.

For example:

• If a prospect opens but doesn’t reply, Warmly can automatically schedule a softer second touch (e.g., include them in a retargeting ad campaign with a personalized offer).
• If someone clicks a link or visits your pricing page, it can trigger a more targeted follow-up right away (send a contextual chatbot message offering an interactive demo or other resources).
• If a lead stays cold for a while, it can pause outreach and re-engage them later when new signals show interest again.

Most importantly, Warmly considers at all times which contacts are already being sequenced, avoids duplicates, and ensures the right stakeholders get the right message at the right moment. 

This helps outbound teams scale highly-personalised outreach while still keeping every touchpoint relevant and well-timed.

4. Hyper-targeted ads powered by intent signals

Outbound doesn’t always start with an email or a call. 

Sometimes the best way to warm up cold prospects is to get in front of them before any direct outreach even happens, and this is where AI-powered ads come in.

Instead of blasting broad audiences with generic ads, AI uses real-time data to build highly targeted ad segments, looking into all kinds of signals, from keyword research to technographic and other relevant data.

These signals allow you to serve ads directly to prospects who are showing real signs of buying intent, even if they haven’t raised their hand yet. 

By the time your outbound email or call lands, they’ve already seen your messaging and brand, making cold outreach feel much warmer.

That’s exactly what Warmly enables with its Demand Gen Agent that tackles ad targeting. 

As leads engage with your site or show intent across the web, Warmly automatically builds lead segments and syncs them with your ad platforms. 

This allows you to run hyper-targeted campaigns across channels like LinkedIn or Google Ads, focusing spend only on accounts that are already showing buying signals.

5. Account multi-threading (finding all stakeholders)

In most B2B sales, there’s rarely just one decision-maker. 

Deals involve multiple people across different roles, from champions and blockers to legal, finance, and executive sponsors. 

The more people you can engage inside an account, the stronger your position becomes. 

But finding and reaching all those stakeholders manually? That’s time-consuming, and honestly, pretty painful.

AI solves this by automatically mapping accounts and identifying all relevant stakeholders based on:

1. Org charts and job titles.
2. Department structures.
3. Past deal patterns.
4. Public data and enrichment databases.
5. CRM data and buying committee behaviors.

Instead of reps having to dig through LinkedIn or cross-reference multiple databases, AI continuously scans and updates account maps as new contacts surface.

Warmly helps automate this exact process. 

Warmly connects to data sources like Apollo, Demandbase, ZoomInfo, or Warmly’s own database to automatically surface all key decision makers within high-intent accounts. 

As new signals appear, like a stakeholder changing roles or a new hire joining, Warmly updates your outreach lists and makes sure you're multithreading into every angle of the deal.

This way, you’re no longer relying on one person to carry the conversation forward. 

You’re building momentum across the entire buying team, increasing deal velocity and reducing the risk of stalls.

6. AI-powered social selling 

Outbound isn’t limited to inboxes anymore. 

A huge part of modern prospecting happens on social platforms like LinkedIn, where buyers share insights, engage with content, and leave valuable clues about what matters to them. 

The challenge? It takes a ton of manual time for reps to monitor posts, comment thoughtfully, and stay consistently visible.

AI helps automate and scale social selling without losing the personal touch. 

Instead of reps spending hours scrolling feeds, AI monitors your target accounts and contacts for activity, such as new posts, competitor mentions, industry conversations, or job changes, and flags the best opportunities to engage.

It can also suggest relevant, context-aware comments reps can leave, helping them participate in conversations naturally and build credibility before any outreach happens. 

Over time, this keeps your team visible, builds familiarity with your prospects, and warms up relationships long before the first cold email or call ever lands.

Warmly can help with this, too, as it tracks LinkedIn activity in real-time, including posts, likes, comments, and keyword mentions related to your industry. 

It automatically surfaces the right conversations to join, helps you build lead lists from real engagement, and can even trigger personalized email or LinkedIn outreach based on social activity, turning social engagement into warm outbound pipeline.

7. Guided selling and next-best-action recommendations

One of the hardest parts of outbound sales is knowing what to do next. 

Do you send another email? Try a LinkedIn message? Loop in a different stakeholder? 

Without clear signals, reps often fall back on gut feeling, and that’s where deals can stall.

AI helps remove the guesswork by analyzing all the data from previous outreach, engagement history, deal progress, and similar accounts, and then suggesting the next best action for each prospect. 

For example, AI can:

• Recommend which channel to use (email, LinkedIn, call, etc.).
• Suggest new stakeholders to involve.
• Propose message variations based on what’s worked with similar accounts.
• Identify the right time to follow up or pause.

This way, instead of every rep having to figure it out on their own, AI guides them through the process, helping keep deals moving and preventing leads from falling through the cracks.

Warmly’s Copilot agent is the perfect example of how AI can turn every rep into a top performer.

The AI assistant tells your team who to reach out to, why they’re showing interest, and even suggests what to say, eliminating the usual manual research and guesswork. 

The result is more relevant outreach, stronger engagement, and a lot less time wasted trying to figure out what comes next.

8. AI-enhanced cold calling

If you thought cold calling is dead, you’d be far from the truth.

Not only is cold calling alive and kicking, it’s also undergoing the transformation of a lifetime, with AI completely changing how teams approach it. 

Traditionally, reps had to dial blindly, rely on outdated lists, and manually track every conversation. 

The result? Low connect rates, inconsistent conversations, and a lot of wasted time.

AI makes cold calling far smarter and more efficient. 

Before the call even happens, AI can help build better call lists by analyzing real-time intent signals, job changes, and account activity, so reps are calling people who are actually far more likely to be open to a conversation.

Once the call starts, AI-powered tools can listen in real-time, analyzing speech patterns, objections, and tone of voice. 

Based on this, AI can suggest on-the-fly coaching tips, like which objection handling technique to use or when to ask a clarifying question, helping reps navigate tough conversations with more confidence.

And it doesn’t end there.

After the call, AI automatically transcribes, summarizes, and scores conversations, highlighting key moments, objections, and next steps. 

This makes it easier for managers to coach reps and helps the entire team learn what’s working and where adjustments are needed.

And this isn’t just theory - some sales teams are already using AI to handle full outbound calls end-to-end. 

In one real example shared on LinkedIn, an AI sales agent dialled 10 cold prospects, fully ran the conversations, and successfully booked a meeting, with the prospect not even realizing they were speaking to AI until halfway through.

As a result, you get much higher connection rates, better conversations, and a cold calling process that feels a lot less like guesswork and a lot more like a well-oiled system.

4 best AI-powered outbound sales tools in 2025

Of course, none of this works without the right tools behind it. 

The good news? There’s now a growing stack of AI-powered platforms built specifically to help sales teams scale outbound smarter, faster, and with a lot less manual work. 

Here are 4 standout tools that are leading the way in 2025.

1. Warmly - All-in-one intent-led outbound stack

Warmly is an end-to-end AI outbound platform built to handle the entire sales motion, from finding the right accounts to sequencing hyper-personalized outreach across email, LinkedIn, and ads. 

Instead of relying on static lists or basic firmographics, Warmly uses real-time signals, deep ICP modelling, and multi-channel engagement to help reps focus only on the leads most likely to convert.

Standout features

• AI-powered ICP identification - Automatically uncovers patterns in top customers and builds precision-targeted prospect lists.
• AI-powered outbound sequencing - Autonomous AI agents run email and LinkedIn outreach based on live activity signals, such as web visits, ad clicks, job changes, and more.
• Automatic stakeholder mapping - Finds and incorporates all decision-makers in target accounts.
• Signal-based ad targeting - Creates ad audiences based on live intent, warming up prospects ahead of outreach.
• Social signal tracking - Monitors LinkedIn posts, mentions, and competitor buzz for timely engagement clues.
• AI Copilot - Smart assistant that suggests exactly who to reach, why, and what to say.
• AI-powered nurture sequences - Adapts follow-up timing and messaging based on individual engagement.
• B2B prospecting database - Holds continuously updated and validated data on 250M+ contacts to improve prospecting efforts and enable better personalized outreach.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. Chorus - AI-driven call analysis and real-time conversation intelligence

Chorus is part of the ZoomInfo platform.

It records and transcribes every sales call and meeting, then uses AI to analyze the conversation, including tone, objections, competitor mentions, and talk/listen ratios. 

It surfaces key moments and patterns to help sales teams understand what’s working, improve coaching, and close more deals over time 

Standout features

• Real-time transcription and recording - Automatically captures every conversation for review and analysis.
• AI-driven conversation analysis - Identifies call peaks, objections, and critical buyer signals.
• Coaching scorecards & snippet sharing - Enables managers to share winning call segments and provide targeted feedback.

Pricing

Just like with the rest of its products, ZoomInfo doesn’t disclose the actual price for Chorus.

You’ll have to contact its team for a quote.

3. Outreach.io - AI-powered multi-channel sequencing and workflow optimization

Outreach uses AI to power multi-channel sequences that adapt in real-time based on prospect engagement. 

It helps sales teams optimize cadences, recommend next steps, and deliver consistent outreach playbooks across email, phone, and social channels.

Standout features

• AI prospecting agent - This agent identifies potential leads, qualifies them based on predefined criteria, and reaches out to best-fit prospects through personalized messages. 
• Embedded call coaching - Offers suggestions during conversations to handle objections or shift tactics.
• Smart deal assist - Outreach predicts whether a deal will close with high accuracy rates and recommends actions to keep it on track.

Pricing

Outreach has five different product packages:

1. Engage: Includes email assistant, automations, CRM sync, templates, etc.
2. Call: Includes sales dialer, live sales monitoring, AI-powered call summary, etc.
3. Meet: Includes real-time call recording and transcription, AI-powered meeting assistant, automated summary and action items, etc.
4. Deal: Includes AI-powered deal assistant, deal health score, deal overview with activity history, etc.
5. Forecast: Includes AI projection, scenario planning, detailed dashboards, etc.

However, the platform doesn’t publish prices for any of its packages, so you’ll have to contact its sales team.

Moreover, each package has distinct pricing, meaning the costs can easily add up if you want to use several of Outreach’s products.

4. Apollo - AI-powered lead discovery and contact enrichment

Apollo combines AI-powered lead discovery, enrichment, and outbound automation in one platform. 

It helps sales teams find new ICP-fit leads, launch optimized outreach sequences, and automate follow-ups based on real-time engagement data.

Standout features

• AI-powered contact discovery - Finds new leads fitting your ICP using firmographic and intent signal data, leveraging its massive B2B database.
• Multichannel outreach - Lets you build automated outbound sequences across email and phone, using engagement signals and CRM data to personalize messaging and optimize sequence timing.
• Lead scoring and prioritization - Uses AI to score leads in real-time based on fit and intent signals, helping reps focus their outreach on the prospects most likely to turn into deals.

Pricing

Apollo has a free forever plan that includes 100 email and mobile phone finder credits, basic filters and prospecting, and two sequences.

If you need more, you can upgrade to one of three paid plans:

1. Basic: $59 per user per month.
2. Professional: $99 per user per month.
3. Organization: $149 per user per month.

Best AI-powered outbound sales tools comparison table

AI x outbound sales case study

And now, let’s look at a real-world example of how AI can boost outbound sales strategies.

D2D Experts, a sales consultancy, used Warmly to completely transform how their outbound team works. 

Before, reps were relying on cold lists, had limited data on who was visiting their site, and often reached out too late, if at all.

With Warmly’s AI-powered outbound features, they were able to completely flip that:

• Real-time website visitor tracking identified who was showing interest, allowing reps to instantly target leads that were already warm.
• Slack notifications and lead routing alerted reps the moment high-intent prospects landed on the site, triggering immediate outbound calls while the lead was still active.
• AI-powered email sequences replaced standard outbound cadences, booking ~20 meetings per month while sending 10x fewer emails.
• AI-driven lead insights and prioritization gave reps context before reaching out, making cold calls far more relevant and effective.

The result?

Outbound call answer rates jumped from 5–10% to 30–40% simply by calling at the right time, based on real-time signals.

In just 12 days, this outbound-focused approach generated $80,000 in revenue, fueled by speed, data-driven targeting, and AI-personalized outreach at exactly the right moment.

FAQ

Can I use AI to personalize my message for outbound sales?

Yes, you can use AI to personalize your message for outbound sales! AI can pull data from multiple sources like job changes, company news, and buying signals to personalize your outreach at scale. 

It helps you tailor messages to each prospect’s situation without spending hours on manual research.

How can I measure the effectiveness of AI in my outbound sales?

Track key metrics like reply rates, meetings booked, conversion rates, and sales cycle length. 

If AI is working, you should see better targeting, faster responses, and more qualified conversations.

What are the things that AI still cannot do in outbound sales?

AI can’t fully replace human relationship-building, handle complex negotiations, or read emotional nuance during live conversations. 

It’s a powerful assistant, but your reps still need to drive real connections and close deals.

Next steps: Let AI do the heavy lifting in your outbound sales

AI isn’t here to replace sales reps - it’s here to finally make outbound sales work the way it should. 

From smarter prospecting and real-time signals to personalized outreach and better timing, AI takes the guesswork out of outbound and helps your team focus on having better conversations with the right people at the right time.

If you're ready to see how AI can transform your own outbound sales motion, Warmly gives you everything you need - ICP targeting, intent signals, multi-channel sequencing, and real-time lead engagement - all in one platform.

Want to see it in action?

Book a demo and let our team show you how Warmly can scale and optimize your outbound sales in no time.

Read more

• What is Warm Outbound? Definition, Benefits & Best Practices - Learn how warm outbound works, why it outperforms traditional cold outreach, and how to build an effective warm outbound system for your sales team.
• 10 Real-World AI In Sales Examples In 2025 [Reviewed] - See how real companies are using AI right now to drive pipeline, improve sales productivity, and close more deals in 2025.
• Outbound Sales Automation: Use Cases, Best Practices & Software - Discover how sales teams automate outbound with AI, from prospecting to follow-ups, and the best tools that power it all.
• AI for Sales: Best Tools & Tips [2025] - Explore the top AI-powered sales tools and actionable tips for using them to boost conversions and sales efficiency this year.
• 10 Best AI Sales Calls Tools & Software in 2025 [Reviewed] - A detailed look at the top AI-powered sales call tools helping reps handle objections, improve call performance, and win more conversations.
• 10 Best AI SDR Agents to Win More Deals in 2025 - Meet the top AI SDR agents that handle prospecting, outreach, and lead qualification, so your team can focus on closing deals.

AI for marketing is transforming how teams attract, engage, and convert customers in 2025.

Instead of relying on gut instinct or outdated playbooks, marketers now use AI to analyze data, personalize campaigns, predict buyer behavior, and optimize performance - all in real-time.

The challenge? The AI landscape is crowded, and not every tool delivers meaningful results.

That’s where this guide comes in to save the day.

In it, I’ll break down exactly how AI for marketing works, the best practices driving real outcomes, and the top AI marketing software to consider, so you can run smarter campaigns, maximize ROI, and stay ahead of the curve.

How is AI used for marketing in 2025?

Marketers are using AI for marketing to transform how campaigns are planned, executed, and optimized across the full customer journey.

Instead of relying on manual processes or educated guesses, AI uses real-time data, predictive insights, and agentic automation to help teams make better decisions at every stage.

Today, AI for marketing powers everything from audience targeting and content creation to personalized messaging, pricing adjustments, and real-time campaign optimization. 

As a result, it allows teams to anticipate customer behavior, identify high-intent leads, and coordinate campaigns across multiple channels with much greater precision.

But AI isn’t just about saving time on repetitive tasks. 

It’s already becoming a vital partner in shaping strategy, improving execution, and driving real results - whether that’s getting more leads, keeping customers engaged, or growing revenue.

What are the benefits of using AI in marketing?

The benefits of using AI in marketing are numerous, and they are transforming how teams operate, make decisions, and drive growth from the ground up. 

Here are some of the things AI brings to the table:

• Smarter targeting - AI analyzes huge datasets to segment audiences based on real behaviors, preferences, and intent, which goes far beyond traditional demographics.
• Hyper-personalization at scale - AI dynamically tailors content, offers, and messaging for each prospect or customer based on their actions and profile.
• Real-time decision making - Instead of waiting for reports after something has already happened, AI continuously monitors performance and optimizes campaigns on the fly.
• Increased efficiency and automation - Repetitive tasks like lead scoring, email sequencing, and ad placement can run automatically, freeing teams to focus on strategy.
• Predictive insights - AI models help forecast customer behavior, identify churn risks, and surface high-intent leads early.
• Improved ROI and budget allocation - AI helps allocate spend to the highest-performing channels and tactics based on live performance data.
• Better creative output - AI assists with copywriting, visual design, A/B testing variations, and creative optimization, allowing teams to test faster and produce more.

10 ways that you can use AI for marketing

We’ve already seen how AI is reshaping how marketers plan, optimize, and run campaigns, but what does that actually look like in practice?

Namely, AI for marketing isn’t one single tool or feature. 

It’s a growing set of capabilities that help teams target the right audiences, personalize outreach, optimize performance, and drive better results at every stage of the funnel.

Here’s a closer look at how AI is being applied across the marketing funnel, powering everything from smarter targeting to real-time personalization and more efficient pipeline growth.

1. AI-powered ICP building 

One of the most important - and most overlooked - areas where AI is changing marketing is how companies define who they’re actually selling to.

Traditionally, building an ICP meant pulling basic firmographic data like company size, industry, and location. 

But that often leaves out the real buying signals: what technologies they use, how fast they’re growing, what their recent hiring trends are, or how closely they actually resemble your best customers.

AI-powered ICP building goes much deeper than that. 

Instead of just checking off surface-level attributes, AI analyzes dozens of data points, such as intent signals, enrichment data, CRM history, job postings, funding rounds, and website behavior to create a far more complete profile of your true best-fit customers.

This level of depth helps marketers:

• Focus their targeting on accounts most likely to convert from the get-go.
• Build much more relevant ad audiences and outreach lists.
• Eliminate wasted spend on poor-fit accounts.
• Align sales and marketing around the same high-potential opportunities.

This is where tools like Warmly step in. 

Warmly’s AI Marketing Ops agent comes with a sophisticated ICP engine that pulls together firmographic, technographic, behavioral, and intent-based signals to automatically define your ideal profile, adjusting it on the fly as relevant factors change.

But it doesn’t stop at that. 

Once the profile is built, Warmly’s AI agent continuously identifies new prospects that match those exact characteristics, so you’re always feeding your pipeline with the right accounts.

2. Intent-based lead scoring and qualification

Finding the right accounts is only step one.

Next, you need to know when they’re ready to engage. And that’s where intent-based lead scoring comes in.

Instead of treating every lead the same, AI looks at real-time behavior signals, such as: 

• Website visits.
• Pricing page views.
• Content downloads.
• Ad interactions.
• Social engagement.
• And dozens of other micro-signals that indicate where a prospect is in their buying journey.

AI continuously monitors and analyzes all these signals, scoring leads dynamically as new data comes in. 

The result? Marketing and sales teams can prioritize leads showing the strongest intent, and not just the ones that filled out a form.

With intent-based scoring, teams can:

• Surface hot leads in real-time.
• Trigger the right initial outreach and follow-up sequences automatically.
• Shorten sales cycles by catching buyers while interest is high.
• Reduce time wasted on low-intent or unqualified prospects.

This is where Warmly makes a real impact. 

By combining CRM data, data from 10+ data enrichment providers, and live buyer signals, Warmly builds continuously updated lead scores that reflect true buyer readiness. 

Hot leads are automatically routed to sales with Slack alerts and automatic CRM syncs, allowing your team to engage at exactly the right moment.

Instead of playing catch-up, you’re now one step ahead of your buyers, which is exactly where you want to be.

3. Hyper-personalized offers - in real-time

Even the best targeting and lead scoring won’t move the needle if your message feels generic. 

That’s why personalization is where AI becomes a true differentiator.

Real-time personalization means adjusting your messaging, offers, and website experience on the fly based on who’s visiting, where they came from, and what they’re doing right now. 

AI processes behavioral signals, traffic sources, firmographic data, and persona insights to tailor the experience in milliseconds.

With real-time personalization, teams can:

• Show custom offers to different audience segments.
• Adjust messaging based on traffic source or referral partner.
• Personalize CTAs for returning vs. first-time visitors.
• Serve dynamic content depending on the buying stage or intent level.

Warmly’s Demand Gen agent brings this capability to life. 

As soon as a visitor hits your site, Warmly identifies their persona, buying intent, and traffic source and then serves personalized offers, messages, or CTAs that match that visitor’s likelihood to convert. 

Whether it’s a special incentive for a high-intent lead or a softer educational CTA for an early-stage visitor, every interaction is tailored in real-time.

As a result, you get more engagement, higher conversion rates, and a far more relevant buyer experience without the need for complex manual segmentation.

4. Signal-based ad targeting

Ad targeting used to be mostly guesswork: pick some firmographic filters, add a few interests, and hope your ads land in front of the right people. 

AI has changed that landscape completely.

Signal-based ad targeting taps into real-time behavioral and intent signals to build highly dynamic, hyper-relevant ad audiences. 

So, instead of relying only on static lists, AI continuously updates audience segments based on who’s showing buying signals right now - whether that’s:

1. Recent site visits - especially visits to high-intent pages like pricing.
2. Content engagement.
3. Social media activity (e.g., engagement with your or competitors’ posts).

With signal-based targeting, teams can:

• Build dynamic retargeting lists that refresh automatically.
• Focus ad spend on accounts actively showing interest.
• Minimize wasted impressions on low-intent or out-of-market prospects.

Warmly makes this fully operational by automatically syncing onsite and offsite behavioral signals to your ad platforms. 

As prospects engage across your channels, Warmly builds continuously updated lead segments and pushes them directly to ad networks like LinkedIn, Facebook, and Google. 

This way, your ads are always aimed at the highest-intent prospects, and not outdated static lists, leading to better ad performance, higher CTRs, and much more efficient ad spend.

5. AI-powered lead workflows and nurture sequences

Even with the right leads and targeting, timing is everything. 

Not every buyer is ready to convert the moment they engage, and that’s where AI-powered workflows step in.

Instead of forcing leads into rigid nurture tracks, AI monitors behavior in real-time and dynamically adapts each lead’s journey based on their level of intent, recent activity, and engagement patterns. 

As a result, every prospect receives the right touchpoint at the right time, be that email, ads, chat, or a live rep.

Warmly’s AI-powered Orchestrator handles this entire process end-to-end. 

As leads interact with your content, site, and ads, Warmly detects their intent level and routes them into tailored email and/or LinkedIn campaigns. 

Each message or connection request the Orchestrator sends will be perfectly tailored to every lead’s journey stage, previous interactions, and behavioral signals, making your messaging more relevant and personalized across levels.

This keeps your pipeline constantly moving, ensuring no opportunity gets lost, and every lead is always being guided toward conversion.

6. Content creation

Creating high-quality content has always been one of the biggest resource drains for marketing teams. 

Blog posts, ad copy, landing pages, email sequences - it all adds up fast. 

Generative AI is now taking a massive load off by helping teams produce content faster, at scale, without sacrificing quality.

Generative AI models can draft everything from long-form articles to email subject lines, product descriptions, and social media posts, all based on your inputs, audience data, and desired tone. 

Instead of starting from scratch, marketers get strong first drafts that can be reviewed, edited, and optimized by humans, allowing teams to:

• Dramatically speed up content production cycles.
• Generate multiple variations for A/B testing.
• Personalize messaging for different segments or personas.

Many teams now use AI writing assistants like Jasper, Copy.ai, or ChatGPT to support their content engines. 

And while cannot AI fully replace human creativity, it acts as a force multiplier, helping teams keep up with the growing demand for high-volume, high-quality content across every channel.

7. Chatbots and conversational AI

AI-powered chat is no longer limited to simple, scripted bots that frustrate users with dead-end answers. 

Conversational AI has already become a key part of marketing, turning your website into a fully functioning, always-on sales assistant that can engage, qualify, and convert visitors in real-time.

Namely, modern AI chat systems go beyond just answering FAQs. 

They can now analyze visitor behavior, adapt to each conversation, personalize responses, and then guide prospects to the right next step, such as booking a meeting, accessing content, or speaking with sales.

This is where Warmly’s AI Chat takes things even further.

Unlike generic chatbots, Warmly’s AI chat is trained on your brand’s unique messaging and product positioning - the same content you’d use to train your sales team. 

Moreover, it recognizes high-intent visitors based on intent signals and personalizes conversations accordingly. 

For example:

• If an ICP lead lands on your site, Warmly can immediately surface a demo offer.
• If a previously lost opportunity returns, the chat greets them with a “welcome back” sequence.
• If a decision-maker changes jobs and visits your site, Warmly triggers outreach automatically.

The result? Smarter conversations, better visitor experiences, and more meetings booked, all while keeping your messaging fully on-brand and aligned with your GTM strategy.

9. Dynamic pricing

Pricing has always been one of the trickiest levers in marketing.

Set it too high, and you lose deals. Go too low, and you leave revenue on the table. 

AI-powered dynamic pricing helps companies strike the right balance by continuously analyzing supply, demand, competition, customer segments, and external market signals to adjust prices in real-time.

Dynamic pricing allows businesses to:

• Adjust pricing based on customer segment or buying behavior.
• Respond quickly to competitor price changes or market shifts.
• Maximize revenue during periods of high demand.
• Offer personalized pricing models to different customer tiers.

While dynamic pricing has been widely adopted in industries like airlines, e-commerce, and ride-sharing, it’s becoming increasingly relevant for SaaS, subscription businesses, and enterprise sales as well. 

AI models factor in historical deal sizes, customer budgets, product usage patterns, and seasonality to recommend optimized pricing strategies.

For B2B marketers, dynamic pricing powered by AI can open new doors for packaging flexibility, mid-funnel conversion optimization, and even upsell or renewal strategies, helping companies stay competitive while protecting margins.

10. Improved marketing strategy and research

Most AI for marketing conversations focus on campaign execution, such as targeting, personalization, and lead scoring. 

But one of the most powerful (and still underutilized) applications of AI sits much earlier: marketing strategy and research.

AI can analyze massive amounts of qualitative and unstructured data - the kinds of inputs that marketers traditionally have to dig through manually for weeks, such as:

• Past sales conversations and call transcripts.
• Customer support chats.
• CRM notes and pipeline activity.
• Internal Slack discussions and deal reviews.
• Product documentation and training materials.
• Marketing collateral and website copy.

By processing these diverse data sources, AI surfaces patterns that help refine ICP definitions, sharpen positioning, uncover customer pain points, and even guide hyper-targeted keyword research.

One marketer shared on LinkedIn that they’re using a custom GPT-powered “business brain” that ingests real customer conversations, internal strategy sessions, and product materials, allowing them to refine ICPs, validate messaging, and build GTM strategies that are tightly grounded in what customers actually say and need.

The result? Smarter positioning, faster research cycles, and GTM strategies built directly from live customer data instead of assumptions.

4 best AI-powered marketing tools in 2025

So, we covered how AI is transforming nearly every part of marketing - from targeting and personalization to content creation and research. 

But pulling it off requires the right tools. 

Here are some of the best AI-powered tools helping teams put these strategies into action in 2025.

1. Warmly - Full-funnel AI orchestration 

Warmly is an AI-powered marketing platform built for modern GTM teams. 

It helps marketing and sales identify ICP-fit prospects, track real-time intent signals, and automatically trigger the right outreach, ads, or offers based on each buyer’s behavior, turning engagement data into pipeline, without the manual busywork.

Standout features

• AI marketing agents - AI agents that autonomously coordinate lead qualification, segmentation, and personalized outreach
• Real-time ICP matching - Continuously identifies and surfaces new prospects that fit your evolving ICP.
• Seamless Slack/CRM alerts - Instantly routes hot leads to sales with automated real-time notifications.
• Signal-based ad audience sync - Builds and updates ad audiences dynamically based on live buyer signals.
• AI Chat - Automatically engages, qualifies, and pushes leads further down the funnel, ensuring that each interaction is personalized, contextual, relevant, and on-brand.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. Writesonic - Flexible content creation & SEO integration

Writesonic is an AI-driven content and SEO platform that supports everything from blog posts and ad copy to landing pages and social content. 

With multi-model support (GPT-4, Claude), brand voice settings, and real-time SERP intelligence via Surfer SEO integration, it lets you create more strategic and efficient content workflows.

Standout features

• AI SEO agent integration - Analyzes SERP data from Ahrefs and Search Console to shape content strategy.
• Brand voice memory - Learns and applies tone settings across all outputs.
• Content repurposing & editing tools - Resizes blog posts into tweets, emails, video scripts, or paraphrased versions.

Pricing

Writesonic has as many as six different pricing tiers:

1. Basic: $20/month, includes one user, one project, AI article writer, 10 AI Agent generations/month, 5 articles/month, etc.
2. Lite: $49/month, includes everything in Basic but with higher usage limits.
3. Standard: $99/month, includes everything in Lite with higher usage limits, plus brand presence tracking, automatic fixes using AI in site audit, etc.
4. Professional: $249/month, includes everything in Standard with higher usage limits, plus API access, access to ChatGPT 4, etc.
5. Advanced: $499/month, includes everything in Professional with higher usage limits, plus user management, project scaling, etc.
6. Enterprise: Starting from $1,499/mo, annual plan only, includes everything in Advanced with higher usage limits, plus advanced Generative Engine Optimization (GEO), SSO & enterprise-grade security, custom training, etc.

3. Anyword - Data-driven copy optimization across channels

Anyword is a marketing platform that uses AI to generate and optimize copy for ads, emails, landing pages, and social posts. 

It analyzes performance data to score variations, predict conversion impact, and continuously improve messaging across campaigns, helping marketing teams nail each copy and content strategy.

Standout features

• Predictive performance scoring - Rates copy effectiveness before launch.
• Audience-specific language generation - Tailors tone and messaging to target personas.
• Built-in A/B testing support - Quickly creates multiple versions for testing and iteration.

Pricing

Anyword has 4 pricing plans:

• Starter: $49/month, for individual users, includes 1 seat, 1 brand voice.
• Data-Driven: $99/mo, for smaller teams, includes 3 seats.
• Business: $499/mo, for teams looking for more customization and personalization options, also includes 3 seats.
• Enterprise: Custom pricing is available for teams that need custom-built AI tailored to their specific needs, with superior security options.

Each plan - except for Enterprise - offers a 7-day free trial.

4. Omneky - Automated ad creative generation & omnichannel campaign management

Omneky combines AI design generation with machine learning optimization to automate ad creation across multiple channels. 

It adapts creative assets in real time based on campaign data, audience engagement, and performance trends, boosting conversion rates and reducing wasted spend.

Standout features

• On-brand creative generation - AI-generated ad visuals designed to match your brand’s aesthetic.
• Omnichannel campaign launcher - Simultaneously manages ad campaigns across Meta, LinkedIn, Google, and TikTok.
• Creative optimization engine - Updates assets dynamically based on CTR, conversions, and platform performance.

Pricing

Omneky has three pricing plans:

1. Creative Generation Pro: $99/mo, includes AI product image and video generation, brand voice consistency with brand LLM, AI campaign brief, AI brand rules, etc.
2. Creative Generation Pro + Insights: $398/mo, includes everything in Creative Generation Pro, plus insights-powered automated ads, AI creative insights and recommendations (Meta only), insight-enhanced campaign briefs, etc.
3. Enterprise: Custom pricing, includes everything in Creative Generation Pro + Insights, plus omnichannel budget recommendations, omnichannel predictive analytics, custom fine-tuning of AI models based on 1P data, etc.

The first two plans come with a 7-day free trial.

AI x Marketing Case Study

To see how AI for marketing works in the real world, let’s look at how Kandji, a leading device management platform for Apple devices, is using Warmly’s AI capabilities to generate pipeline in real-time.

Kandji’s sales team leverages Warmly’s AI-powered chat to engage website visitors instantly. 

As prospects land on the site, Warmly’s AI identifies the visitor’s company, generates personalized opening messages based on firmographic data, and kicks off intelligent conversations, much before a rep gets involved.

In multiple instances, Kandji’s AI chat engaged visitors, collected context (such as device needs and pricing questions), and automatically notified the sales team via Slack when a conversation was ready for human handoff. 

From there, Kandji’s reps jumped into live chats directly from Slack, answered additional questions, and booked qualified meetings, often within minutes of initial engagement.

What’s especially important is that these wins happened just weeks after Kandji implemented Warmly, with minimal ramp-up time, allowing its team to get very tangible results from the get-go.

For Kandji, AI didn’t just save time. It added real, qualified pipeline by combining intelligent automation with real-time buyer signals.

What have AI’s challenges been in marketing?

AI’s challenges in marketing have been less about the technology itself and more about what it takes to apply it effectively. 

As teams adopt AI to drive targeting, personalization, and content, many are running into real-world issues around data quality, trust, privacy, and execution. 

Here’s where the friction tends to show up and what marketers need to solve as AI becomes core to how we operate.

1. Data quality, bias, and transparency

AI is only as good as the data you feed it. 

If the data is messy, outdated, or incomplete, you end up with bad predictions, off-target messaging, or audience segments that don’t make sense. 

Plus, a lot of AI models work like black boxes, meaning that they make decisions, but it’s not always clear how or why. 

That makes it harder for marketers to trust the outputs or adjust things when something feels off.

2. Privacy and regulations

As mentioned above, AI depends on data, and that creates big questions around privacy. 

Marketers need to carefully navigate strict privacy laws (like the EU’s AI Act and U.S. state rules) that control how personal information is collected and used. 

If companies mishandle data - even accidentally - it can lead to legal trouble and damage trust with customers.

3. Ethics and AI hype

As AI becomes more common, so does the pressure to use it responsibly. 

Some companies overpromise what their AI can actually do (aka "AI washing"), while others push out content or campaigns that cross ethical lines, like undisclosed AI-generated influencers or deepfakes. 

At the end of the day, audiences want honesty, transparency, and content that respects their trust.

4. Complexity and skill gaps

AI tools aren’t always simple to set up. 

They often require specialized knowledge, from managing data to connecting systems and fine-tuning models. 

Many marketing teams don’t have in-house AI experts, which can make implementation slow or frustrating, especially when older systems don’t easily connect with newer AI-powered tools.

5. Trusting AI’s decisions

Even when AI works well, people can be hesitant to fully rely on its recommendations, especially for sensitive things like pricing or targeting. 

Marketers still want some level of control and explanation behind why certain decisions are made. 

That’s why combining AI with human oversight tends to work best.

6. Company-wide buy-in

Rolling out AI isn’t just about buying a tool - it’s about getting everyone on board. 

Teams need to agree on goals, processes, and how success will be measured. 

Without clear leadership and alignment, many AI projects never move past the pilot phase.

How marketers can overcome these challenges

Next steps: Turn AI into your unfair advantage

AI isn’t a side project anymore, as it’s quickly becoming the backbone of how modern marketing actually gets done. 

From targeting and personalization to content, strategy, and pipeline generation, the teams that figure out how to use AI the right way aren’t just working faster - they’re building a real competitive advantage.

And the key isn’t chasing every shiny tool.

Real success is about putting the right systems in place that combine smart automation with human judgment, so your team can focus on the conversations and deals that actually move the needle.

Ready to see how AI can help your team generate pipeline, engage the right accounts, and scale smarter?

Book a demo with Warmly and see what’s possible today!

Read more

• Agentic AI For Marketing: Best Use Cases & Software In 2025 - Discover how agentic AI is reshaping marketing workflows, driving smarter personalization, and unlocking new levels of automation.
• AI in B2B Marketing: How To Use It? [2025] - See how B2B teams are using AI to target the right buyers, personalize outreach, and build pipeline with more precision.
• AI Marketing Strategy: Top Use Cases and Tools - Breakdown of the most effective ways to use AI in your marketing strategy, plus the tools leading the way in 2025.
• 8 Examples of AI Marketing Automation in 2025 - Explore real-world AI marketing automation examples that show exactly how teams are scaling smarter across channels.
• AI Marketing Agents: Use Cases and Top Tools for 2025 - Learn how AI agents are taking over repetitive tasks, optimizing campaigns, and helping marketing teams focus on what moves pipeline.
• How To Use AI In Account-Based Marketing [2025] - See how AI is powering smarter ABM, from dynamic targeting to real-time personalization and account orchestration.
• 10 Real-World AI In Sales Examples In 2025 [Reviewed] - Dive into 10 concrete examples of how AI is transforming sales motions and driving more closed deals in 2025.
• 10 Best AI Tools for Advertising in 2025 [Reviewed] - Get the full breakdown of the best AI-powered ad tools helping teams optimize targeting, creative, and spend across platforms.

Account-based marketing (aka ABM) has always been about precision: right account, right message, right moment. 

But today, “right” isn’t good enough unless it’s also real-time, scalable, and smart. 

That’s where AI flips the game.

AI-powered ABM doesn’t just automate tasks. 

It helps sales and marketing teams zero in on high-value accounts, surface buying signals, personalize at scale, and adapt outreach based on live behavior, all without overburdening your team.

In this guide, I’ll break down exactly how to use AI in ABM to drive better engagement, more pipeline, and tighter sales-marketing alignment. 

From intent-driven targeting to full-funnel orchestration, this isn’t theory - it’s real-world execution. 

Let’s get into it!

How is AI being used in account-based marketing in 2025?

In 2025, AI has become the engine behind the most effective plays in ABM.

Namely, AI is helping GTM teams move from static lists and one-size-fits-all messaging to dynamic, data-driven account engagement. 

It’s not just about who to target, but when, how, and why. 

AI systems are analyzing intent signals, website behavior, CRM data, and social engagement to help teams spot opportunities earlier and tailor their moves in real time.

Instead of relying on gut feel or manual research, companies are now using AI to prioritize accounts, predict deal potential, personalize outreach at scale, and align marketing and sales around shared signals.

And while the tech might sound complex, the impact is simple: faster workflows, sharper focus, and better results.

Next, let’s look at why this shift matters, and the real benefits AI brings to modern ABM.

What are the benefits of using AI for ABM?

AI supercharges what ABM was always meant to do: engage the right accounts with the right message at exactly the right time.

But it does more than just enhance ABM. It also fixes the parts that often fall flat in traditional ABM strategies.

Here’s how:

1. Smarter account targeting

AI analyzes thousands of data points, such as firmographics, technographics, buyer intent, engagement signals, etc., to help you zero in on the accounts that are actually in-market. 

As a result, instead of static ICP lists, you get a dynamic view of who’s ready to buy, and when to engage.

2. Personalization at scale

Creating custom messaging for every account used to take hours, or you were doomed to generic “Hey {first name}” attempts at genuine personalization. 

With AI, you can auto-generate relevant, persona-specific emails, social content, and talking points based on account data and live signals without sacrificing quality or human tone.

3. Real-time prioritization

AI continuously monitors account behavior (email opens, site visits, social actions, CRM activity) to surface the warmest, most engaged accounts. 

This way, your team knows exactly who to focus on, meaning there’s no more chasing cold leads or missing active buyers.

4. Tighter sales and marketing alignment

AI breaks down silos by giving both teams a shared source of truth. 

Everyone works off the same signals, knows where an account stands, and can coordinate actions accordingly - from outbound messaging to deal support.

5. Increased efficiency and shorter sales cycles

AI eliminates manual busywork and accelerates everything from list building to campaign sequencing. 

As a result, reps spend more time on high-leverage actions, allowing deals to move through the funnel faster with fewer blockers.

Top 8 ways you can use AI for account-based marketing

Exploring the benefits of integrating AI into ABM strategies showed us clearly that the synergy between these two can revolutionize how businesses engage with high-value accounts. 

And now, it’s time to delve into eight practical applications of AI in ABM, ranging from more precise account prioritization to hyper-personalized outreach sequences and beyond.

1. Dynamic ICP discovery

At the heart of every successful ABM strategy lies a clear, accurate Ideal Customer Profile. 

Your ICP defines who you’re targeting, that is, companies with the right size, industry, tech stack, buying behavior, and pain points. 

It’s what keeps your marketing focused and ensures your sales team isn’t wasting cycles chasing poor-fit accounts.

But here’s the problem: most ICPs are built once and then left to collect dust. 

They’re based on surface-level firmographics and assumptions, not real-time buying behavior. 

And in fast-moving B2B markets, that’s not just inefficient - it’s costly.

This is where AI steps in.

AI doesn’t just help you define a more accurate ICP. It continuously refines it. 

By ingesting and analyzing large volumes of data across multiple dimensions (firmographics, technographics, historical conversion data, product usage, site behavior, job changes, etc.), AI can uncover the deeper traits that actually correlate with pipeline velocity and deal closure.

So, instead of targeting “SaaS companies with 50–200 employees,” AI might discover that your best accounts are VC-backed SaaS teams using Snowflake that recently hired a new head of ops and visited your pricing page twice in the last week. 

That’s the difference between a generic ICP and a dynamic, revenue-ready one.

This is exactly where platforms like Warmly shine. 

Its AI-powered ICP engine goes beyond the basics to uncover what truly makes your best customers convert, then finds more accounts just like them. 

It combines live person-level intent signals with enriched firmographic and CRM data to build a living, breathing ICP that updates in real time, helping you pinpoint who’s worth prioritizing right now.

For ABM teams, that means sharper targeting, better personalization, and far less wasted effort on accounts that were never a fit to begin with. 

It’s the foundation that makes every downstream ABM play, such as ads, outreach, and nurture, way more effective.

2. Accurate account prioritization

In ABM, timing is everything. 

You could have the perfect account that fits your ICP and the perfect message, and still get ignored simply because the buyer isn’t ready. 

That’s why intent data has become one of the most valuable tools in modern account-based marketing.

Intent signals help answer a critical question: who’s actively in the market right now?

Instead of relying on manual research or waiting for someone to fill out a form, AI can detect buying intent by tracking a wide range of behavioral signals across digital touchpoints. 

These include:

1. First-party signals like website visits, content downloads, and product usage.
2. Second-party signals, such as job changes or social engagement.
3. Third-party signals like keyword searches and competitor research across the web.

AI’s role here is to bring all that data together, processing thousands of micro-interactions in real-time, and turning it into actionable insight. 

It identifies patterns, scores engagement, and highlights when a specific account (or even an individual) shows signs of buying readiness. 

The result? You easily prioritize the right accounts and reach out when it matters, and not when it’s too early or too late.

Warmly, for example, monitors all these signals at the person level. 

Its platform tracks activity from across channels and enrichment sources (e.g., web behavior, job shifts, ad interactions, LinkedIn engagement, and more), then maps that activity back to individuals and accounts in your total addressable market.

And it’s not just about collecting signals. It’s about making them usable. 

Warmly’s system syncs high-intent leads directly into your CRM, automatically updates segments, and even notifies your team in real-time (via tools like Slack) when an account is heating up. 

That means your reps can take action immediately and with the right context in hand.

For ABM teams, this is a massive unlock. 

Instead of generic nurture tracks or cold outreach, you’re delivering targeted, relevant engagement precisely when buyers are most receptive. 

That’s how deals get accelerated and competitors get left behind.

3. Hyper-personalized content creation

Personalization is at the core of effective ABM. 

When you’re targeting high-value accounts, generic content simply doesn’t cut it. 

Decision-makers expect messaging and experiences that speak directly to their challenges, industry context, and role-specific goals.

AI makes this level of personalization possible at scale, and not just in one-off emails or ads, but across your entire content strategy.

With AI, marketers can generate personalized content for blogs, landing pages, product pages, and case studies based on account-level data and behavioral insights. 

For example, AI can dynamically tailor web copy based on a visitor’s company size or industry. 

A tech prospect from a mid-market SaaS company might see different use cases, testimonials, and CTAs than a healthcare enterprise executive, even though they’re on the same page.

Warmly’s DemandGen agent, for instance, makes sure to show personalized content or special offers to each account, based on their intent level, buyer journey stage, previous social engagement, web research intent, and more.

Blog posts and thought leadership can also be adapted with AI. 

Instead of creating one generic article, teams can spin up multiple tailored versions for different verticals or buyer personas in seconds, each optimized for the priorities and language of the target audience.

Most importantly, AI doesn’t just help with creation - it helps with relevance. 

By analyzing engagement data, AI can continuously test, optimize, and iterate content variations to understand what resonates best with each account.

The result? Content that feels specific, intentional, and valuable because it actually is. 

And in ABM, that’s what builds credibility, nurtures trust, and opens doors with the accounts that matter most.

4. Predictive account targeting

One of the most powerful applications of AI in ABM is its ability to predict which accounts are most likely to convert before they raise their hand.

Unlike intent monitoring, which reacts to observable behaviors (like website visits or ad clicks), predictive prioritization uses machine learning to forecast future actions.

It analyzes historical data, such as closed-won deals, deal speed, and buyer stage, and identifies patterns across firmographics, engagement levels, buying committee structures, and campaign touchpoints.

As a result, it allows ABM teams to get ahead of the curve. 

For example, if AI sees that high-converting accounts from your past share common traits, such as using a specific tech stack, having a head of RevOps, and engaging across multiple channels in a short time frame, it can flag similar accounts in your pipeline even before those behaviors fully emerge.

Instead of waiting for obvious buying signals, you can focus early outreach, personalized content, or sales development on accounts with a high likelihood to engage, giving you a competitive edge.

Predictive scoring also helps sales and marketing stay aligned. 

Everyone knows which accounts deserve attention now, which need nurturing, and which to deprioritize altogether, based not on gut feel, but on actual data-driven forecasts.

In short: while intent tells you who’s active, predictive AI tells you who’s next.

5. Automated lead-nurturing sequences

In ABM, long sales cycles are the norm, especially when you're targeting complex organizations with multiple stakeholders. 

That’s why effective lead nurturing is critical. 

It’s not just about staying top-of-mind. It’s about moving accounts forward with the right message at the right time, for the right person.

But here’s the catch: manually managing personalized nurture across dozens - or hundreds - of target accounts isn’t scalable. 

AI fixes that.

With AI, ABM teams can create intelligent, multi-channel nurture sequences that adjust automatically based on where an account is in the buyer’s journey. 

Instead of using static drip campaigns, AI sequences evolve in real-time, based on actions like email opens, page views, persona engagement, or even inactivity.

This is where Warmly’s AI SDR agents shine. 

They don’t just automate the follow-up - they orchestrate it. 

After a lead visits your site or downloads a resource, Warmly can initiate a tailored sequence via email or LinkedIn DMs, adapt messaging based on the individual’s role or behavior, and even pause or reroute sequences when someone becomes sales-ready.

For example:

1. If a target persona engages multiple times with mid-funnel content, Warmly’s AI SDR agents can escalate that lead to a human rep and alert the team in Slack.
2. If someone ghosts after early engagement, the AI can re-engage them weeks later with a refreshed message without reps having to lift a finger.

The best part? These nurture flows are always on. 

Your outreach doesn’t stop when a rep is busy or asleep, and your best-fit accounts never fall through the cracks.

With AI handling the heavy lifting, your team can focus on strategic conversations and closing, instead of chasing cold leads or repeating the same follow-up steps manually.

6. AI-powered chat engagement

In any kind of marketing - account-based included - first impressions matter, and they often happen on your website. 

When a target account visits a high-intent page like pricing, features, or a demo request, that moment is your best shot at engaging them while interest is high.

But the traditional approach of waiting for them to fill out a form or hoping a rep is online often falls short. 

That’s where AI-powered chatbots come in.

Today’s AI chat tools can recognize when someone from a high-value account is browsing your site and engage them instantly with personalized, relevant conversation starters. 

Unlike generic chatbots that stop at “How can I help you?”, AI-driven systems use real context, like company, role, behavior, and past activity to tailor the experience in real-time.

For example, if a known account visits your pricing page, the AI chat can reference their industry or use case and offer to connect them with a specialist.

If it’s a repeat visitor, it can skip the intro and ask if they’re ready to book time with sales.

Warmly’s AI SDR agents do this exceptionally well. 

They combine person-level de-anonymization with generative AI to create real-time conversations that match each prospect’s intent. 

These AI chatbots can book meetings directly, answer common questions, or route the visitor to the right rep without human intervention unless it’s needed.

This always-on engagement layer is a game-changer for ABM. 

You’re no longer relying on reps to catch leads in the moment. 

AI ensures that when your dream account lands on your site, someone’s always there to engage them intelligently and instantly.

7. Signal-based advertising

Traditional advertising casts a wide net, and in ABM, you want a laser. 

Every impression, click, and dollar should be aimed squarely at high-value accounts that actually matter.

That’s where AI-driven, signal-based advertising comes in.

Instead of building static ad audiences based on job titles or company size alone, AI allows you to create dynamic segments based on real-time behavior and buying signals. 

This means you’re not just targeting accounts that fit your ICP. Instead, you’re targeting those actively showing signs of intent.

For example:

1. If someone from a target account downloads a case study, AI can immediately move them into a custom ad audience that highlights next-step content (like a demo offer).
2. If an account starts researching competitors or engages with your product pages, AI can trigger personalized ad sequences that address their specific interests or pain points.
3. And if an account goes cold, they can be pulled from your ad audiences automatically, saving budget and preventing wasted impressions.

This level of precision is exactly what ABM teams need, and it’s where Warmly’s Demand Gen agent plays a valuable role. 

It combines real-time signal tracking with audience automation, syncing your warmest accounts into ad platforms like LinkedIn or Google Ads. 

That way, you’re always reaching the right people, at the right time, with the most relevant message.

In a market flooded with generic banners and retargeting overload, signal-based advertising cuts through the noise and connects your brand with real buyers, not just browsers.

8. Intelligent lead routing and notifications

Remember how I mentioned earlier that timing is everything in ABM?

Well, in ABM, timing and context aren’t just important for your prospects - they’re essential for your internal teams, too.

Once a high-value account starts engaging, the question becomes: Who on your team should act on this? And how fast can they do it?

AI-driven lead routing solves both problems. 

Instead of using rigid, rules-based systems, AI evaluates each lead in context, considering their persona, level of intent, stage in the journey, and historical behavior, and automatically routes them to the right rep or team, at the right moment.

For example:

1. If a mid-funnel operations lead from a strategic account visits your ROI calculator, AI can flag this as a hot lead and route it directly to a senior AE.
2. If a new visitor from a target account downloads a gated asset, AI might assign them to a BDR for personalized outreach.
3. If multiple stakeholders from the same company engage in a short window, AI can trigger coordinated follow-up across sales and marketing.

This isn't just about faster responses. It’s about smarter handoffs, better alignment, and less lead leakage.

Tools like Warmly enhance this by combining real-time signal monitoring with intelligent Slack, email, and CRM alerts. 

Reps get notified the moment someone from a key account engages, along with the context they need to respond in a relevant, personalized way.

In practice, this means no more “random acts of outreach” or siloed follow-up. 

AI ensures your team is always in sync with what’s happening on the buyer side, making your ABM motion feel cohesive, responsive, and human.

4 best AI-powered ABM tools on the market

With AI now driving the most effective ABM strategies, the right tech stack can make or break your execution. 

Below are four standout AI-powered ABM tools that help B2B teams identify, prioritize, and engage high-value accounts with precision, each bringing unique capabilities to the table.

1. Warmly - Real-time intent tracking and automated multichannel outreach

Warmly is an AI-powered ABM platform that helps B2B teams uncover, prioritize, and engage high-intent accounts through signal-based intelligence and agentic automation. 

It monitors 1st, 2nd, and 3rd-party buying signals at the person level, enabling marketing and sales to act in real time with personalized, channel-aware outreach. 

With a suite of AI agents, covering sales outreach, demand gen, and marketing, Warmly turns intent into action across your pipeline.

Standout features

• AI SDR agents - These automate email and LinkedIn outreach sequences based on signal strength, persona, and behavior.
• Demand Gen agent - Automatically builds audience segments and syncs them to ad platforms based on buying signals for hyper-targeted advertising.
• Dynamic ICP - Leverages AI to identify accounts matching your ICP based on granular insights that go far beyond firmographics, including behavior, intent, etc.
• Company and person-level de-anonymization - Identifies companies and specific individuals visiting your site and maps them to their roles and accounts.
• Signal-based scoring - Uses 1st, 2nd, and 3rd-party data (e.g., website visits, job changes, social activity, competitor research) to score and segment accounts in real time.
• Slack and CRM integration - Instantly alerts sales teams when key accounts engage, complete with context and suggested next steps.
• Intelligent lead routing - Automatically assigns leads to the right rep based on behavior, funnel stage, and fit.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. 6sense - Predictive analytics and intent-based account prioritization

6sense is an AI-powered revenue platform that helps B2B teams uncover in-market accounts, predict buying behavior, and orchestrate multi-channel engagement. 

By combining intent data, predictive analytics, and account intelligence, it enables sales and marketing to focus on the accounts most likely to convert.

Standout features

• Granular intent data - Aggregates behavioral signals to identify buying intent across accounts.
• Predictive lead scoring - Ranks accounts based on likelihood to engage and convert.
• Intelligent workflows - Lets you automate various sales and marketing operations across channels.

Pricing

6sense has a free plan that provides 50 credits/month, Chrome Extension, list builder, sales alerts, and company and people search.

When it comes to its paid options, there are three to choose from:

1. Sales Intelligence + Data Credits + Predictive AI: The most comprehensive package, includes all of 6Sense’s features, such as predictive AI models, scores, and dashboards, sales Copilot, AI recommendations, company and contact insights, alerts, automated workflows, etc.
2. Sales Intelligence + Data Credits: Includes access to some features related to sales (e.g., sales Copilot, AI writer, etc.) and data (limited company and contact insights).
3. Sales Intelligence + Predictive AI: Also includes access to some features related to sales and some regarding predictive AI modules (e.g., predictive scoring and dashboards).

However, 6sense doesn’t disclose actual prices for any of the packages.

You’ll have to contact their team for a custom quote.

3. Demandbase - Comprehensive ABM orchestration and personalization

Demandbase is an end-to-end ABM platform that uses AI to unify account intelligence, personalize experiences, and drive coordinated engagement across sales and marketing. 

It empowers teams to target high-value accounts with precision by combining firmographic data, real-time behavior tracking, and AI-driven orchestration.

Standout features

• Account identification - Uses AI to discover and prioritize target accounts showing buying signals.
• Website personalization - Customizes web experiences based on account attributes and behaviors.
• ABM analytics - Tracks performance metrics to measure the impact of ABM campaigns.

Pricing

Demandbase doesn’t disclose its prices.

You’ll have to contact its sales to get a custom quote based on your business goals and needs.

4. RollWorks - Scalable ABM for growing B2B companies

RollWorks offers a scalable ABM solution for growing B2B teams, using AI to identify target accounts, activate cross-channel campaigns, and measure engagement. 

It’s designed to help marketers focus on accounts with the highest potential, even with limited resources or headcount.

Standout features

• Account targeting - Combines firmographic and intent data to pinpoint ideal accounts.
• Cross-channel engagement - Runs coordinated campaigns across display ads, social media, and email.
• High precision B2B advertising - RollWorks uses machine learning algorithms to optimize budgets, reach, frequency and engagement on the fly.

Pricing

RollWorks has two pricing tiers:

1. Account-Based Advertising: Includes precision targeting across all digital channels, custom audiences, etc.
2. Account-Based Marketing: Includes predictive buying signals, buyer insights, detailed analytics and key metrics tracking, etc.

   

However, RollWorks doesn’t publish prices for any of the packages, so you’ll have to speak to its team directly.

What are some of the challenges of incorporating AI into your ABM strategy?

While AI can dramatically enhance account-based marketing, integrating it into your strategy isn’t always plug-and-play. 

Many teams encounter roadblocks that can delay adoption or undermine ROI if not addressed early. 

Let’s look at some of the most common challenges:

1. Data readiness and quality

AI is only as good as the data it’s fed. 

If your CRM is messy, intent signals are incomplete, or account data is outdated, your AI models may generate inaccurate insights or poor prioritization. 

Ensuring clean, enriched, and unified data across systems is foundational for AI-driven ABM to work.

2. Complexity and integration

AI tools often need to integrate with CRMs, marketing automation platforms, ad systems, and sales workflows. 

Without tight integration, insights get lost in silos or require manual workarounds, defeating the purpose of automation. 

Teams need to assess whether their current sales and marketing tech stack is flexible and open enough to support real-time orchestration.

3. Over-personalization or “uncanny” messaging

AI can personalize content at scale, but if it goes too far or lacks context, it risks coming off as robotic or intrusive. 

Striking the balance between relevance and authenticity is key, especially in high-touch ABM programs where trust and tone matter, so it’s best to combine AI with human editors.

4. Skills and confidence gaps

Not every team is immediately comfortable using AI tools or trusting their output. 

There’s often a learning curve, and without internal champions or proper onboarding, adoption can stall. 

Training, experimentation, and transparency in how AI makes decisions can help build trust.

5. Budget and resource constraints

While many AI-powered ABM tools offer strong ROI, they can be a stretch for smaller teams or early-stage companies. 

It’s important to assess not just the tool’s capabilities, but whether your team has the resources to implement and manage it effectively.

Next steps: Putting AI-powered ABM into motion

AI isn’t just reshaping ABM - it’s redefining what’s possible. 

From real-time intent monitoring to predictive prioritization and fully automated outreach, AI allows GTM teams to move faster, target smarter, and personalize at a level that was unthinkable just a few years ago.

But tools alone don’t create impact. 

The real wins come when strategy, systems, and AI work together, aligning sales and marketing, focusing on the right accounts, and delivering value at every touchpoint.

If you’re ready to scale your ABM strategy with AI that’s built for real-world execution, not just dashboards, Warmly can help. 

Our AI marketing agents don’t just surface signals. They act on them, helping you turn intent into pipeline with speed and precision.

Book a demo and find out how Warmly can power your next phase of ABM.

Read more

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