AI Chat That Actually Knows Who It's Talking To

Most chatbots ask "How can I help you?" Warmly's AI already knows who you are, what you've looked at, and whether you're a fit. Conversations start with context, not from zero.
An AI Chatbot with visitor identification is an intelligent conversation system that identifies website visitors before engagement begins, accessing CRM history, pages viewed, intent signals, and previous interactions to deliver personalized, context-aware conversations that convert at 5-10x the rate of traditional script-based chatbots.
See AI Chatbot in Action
Book a Demo
4.8/5 based on G2 reviews for Warmly chat capabilities
200+ reviews mentioning AI chat or conversation quality
AI Chabot

What is Warmly's AI Chatbot?

Warmly's AI Chatbot is an intelligent conversation system that
Identifies visitors first
Knows who they are before conversation starts
Has full context
CRM history, pages viewed, previous conversations, intent signals
Speaks like a human
Trained on your messaging, handles objections naturally
Books meetings directly
No forms, directly on rep calendars
Works 24/7
Engages at 2am the same as 2pm
Hands off seamlessly
Human reps can take over any conversation instantly
Best for
Teams replacing Drift or Intercom with something smarter
Companies with high traffic but low form conversion
Sales teams that need 24/7 coverage without hiring

"Hi, How Can I Help You?" Is a Terrible Opening

Traditional chatbots treat every visitor the same
Ask the same qualifying questions
No idea if visitor is in CRM
Can't reference previous interactions
Script-based responses feel robotic
Force visitors to repeat information
Generic Scripts
Same flow for everyone
Enterprise exec gets same questions as student
Result: 4% conversion rate, annoyed buyers
Colorful magnifying glass icon with a globe in the center, symbolizing global search or insights.
No Visitor Context
No CRM awareness
Don't know if visitor is an active deal
Result: Waste time with unqualified, miss VIPs
Repeat Information
"What's your email?"
Visitors re-enter info they've already provided
Result: Friction that kills conversions
Limited Availability
Business hours only
Miss 60% of global traffic outside 9-5
Result: Lost opportunities to competitors
The result? Visitors bounce. Qualified prospects get annoyed. Meetings don't happen.
Warmly's AI Chatbot is different because it starts with context.

Context-First Conversations

Splash screenDiagram showing AI-powered sales workflow with chat windows, agent roles, actions like booking meetings, follow-ups, and nurturing sequences connected by labeled arrows.
Trained on Your Business
Not a generic chatbot
Learns your product, features, and use cases
Understands your pricing and packaging
Knows your competitors and differentiators
Speaks in your brand voice
Handles objections the way your best reps do
Colorful glossy 3D star icon next to three multicolored glossy bars, including one long horizontal bar and two shorter bars stacked vertically.
Full Context Graph Access
Every conversation informed by history
CRM records (contact, company, deals)
Previous website visits and pages viewed
Past chat conversations
Email engagement history
Third-party intent signals
Current deal stage and owner
Natural Conversation
Not scripted responses
Handles follow-up questions naturally
Asks clarifying questions when needed
Admits when it doesn't know something
Offers to connect with humans appropriately
Adapts tone based on visitor behavior
Intelligent Qualification
Finds ready buyers without annoying everyone
Qualifies based on fit and intent signals
Doesn't bombard every visitor with questions
Recognizes when someone's just browsing
Escalates high-value prospects immediately
Captures information naturally through conversation
Direct Meeting Booking
Skip the form friction
Integrated with Google Calendar and Outlook
Shows real-time availability
Respects time zones and meeting buffers
Routes to the right rep automatically
Sends confirmation and calendar invite immediately
Seamless Human Handoff
AI + Human working together
Reps can take over any conversation instantly
Full context passed — no "can you repeat that?"
AI can be configured to alert humans for VIP visitors
Reps see AI's assessment and recommendations
Handoff is invisible to the visitor
Comparison

Not Your Average Chatbot

Traditional Chat (Drift, Intercom)
Warmly AI Chatbot
"How can I help you?"
Knows who you are before you speak
Script-based flows
Natural AI conversation
No CRM context
Full Context Graph access
Separate from visitor ID
Integrated with person-level identification
Forms to book meetings
Direct calendar booking
Manual routing rules
Intelligent rep assignment

What Teams See

0
Chat-to-meeting conversion rate
0
Coverage no extra cost
0
Less time to meeting
Conversion Lift
"Our old chatbot had a 4% meeting rate. Warmly's AI hits 35% because it actually knows who it's talking to and what they care about."
— Director of Sales, Series B SaaS
24/7 Coverage
"We're a global company with buyers in every timezone. Warmly's AI books meetings at 3am without us hiring more reps. Pipeline from after-hours is now 40% of total."
— VP of Sales, Enterprise Software
Context Quality
"The first time a visitor said 'you already know my situation' I knew we'd made the right choice. The AI referenced their CRM history naturally. Game changer."
— Revenue Operations Director, Mid-Market SaaS
Sales Leaders
Sales Leaders
Marketing Operations
Revenue Operations
Need 24/7 coverage without hiring more reps, but current chatbot conversions are terrible
How AI Chatbot Helps
24/7 intelligent engagement matches human rep quality
Context-aware conversations convert at 5-10x traditional chatbots
Direct calendar booking removes form friction
VIP visitors get flagged for immediate human attention
Key Metrics
35% chat-to-meeting conversion (vs 4% industry average)
50% reduction in time-to-meeting
40% of meetings booked outside business hours
Chat tool generates noise, not qualified pipeline. Can't tell who's valuable
How AI Chatbot Helps
Visitor identification before engagement filters quality
AI qualification happens through natural conversation
Integration with CRM ensures proper attribution
No wasted time on students, competitors, or tire-kickers
Key Metrics
80% reduction in unqualified chat volume
Full attribution to marketing campaigns
Clear ROI tracking for chat investment
Chat data siloed, routing manual, no visibility into what's working
How AI Chatbot Helps
Full Context Graph integration means chat sees CRM data
Intelligent routing based on territory, deal stage, expertise
Analytics show conversation quality, not just volume
Seamless handoff preserves all context
Key Metrics
Zero manual routing rules to maintain
Complete conversation context in CRM
Real-time analytics on chat performance
Flow diagram + feature connection table
Inbound Agent Feature
AI Chatbot Connection
Context Graph
Provides CRM history, previous interactions, deal stage to every conversation
Visitor Identification
Identifies who visitor is before chat begins
Live Human Chat
Seamless handoff when human needed
Meeting Booking
Direct calendar booking without forms
Rep Routing
Intelligent assignment to right rep
Real-time Alerts
VIP visitor notifications to reps

Live in Under an Hour

Install Warmly pixel
Already have it? Chat is ready
Configure AI personality
Brand voice, product knowledge
Set up routing rules
Who handles which conversations
Connect calendars
Direct booking enabled
Go Live
AI starts engaging immediately
Book a Demo

Common Questions

FAQ

How is Warmly's AI Chatbot different from Drift?
Can the AI handle complex questions?
How does the AI know about my CRM data?
Can reps take over from the AI?
Does the AI work outside business hours?
How do I train the AI on my product?
What languages does the AI support?
How does the AI handle pricing questions?
What happens if the AI doesn't know something?

Connect with Our Experts

Book a 15-minute conversation with a customer of ours and discover how Metric transforms their GTM strategy.