AI Chat

Lead To Meeting


Your sales team wants to engage with all ICP prospects visiting your website, but you don’t have the resources for your team to enter each session manually and try to get the prospects to respond. Using Warmly’s AI Chat feature, Warmly will send two AI-generated and personalized messages to these prospects when they hit your website. From there, Warmly will only notify you via a Slack notification if and only if the prospect has responded to the AI Chat messages. Your team will have the full context of the conversation in Slack, and can decide whether or not to enter the conversation, picking up where the AI Chat left off, and finish engaging with the prospect.

Warmly’s AI Chat is the most automated and real-time engagement feature in your tool set. Use this feature if you want to overtly engage with all key prospects visiting your website, and tailor the messaging perfectly to fit your company’s tone of voice.

Relevant Help Center Articles

See these Help Center articles for more detailed information about setting up AI Chat for your company.

See these Help Center articles to better understand how to create important segments within Warmly. Remember that segments are used to help you filter website traffic for your company-level ICP!

Interested in seeing the Inbound Chat playbook and understanding if Inbound Chat is a better option for your team? Look here!

Wondering how Warmly recommends you to engage with prospects real-time that are visiting your website when you enter their live session? Look here!


This playbook was created by Ryan Beyer, Head of Customer Success at Warmly. Please reach out to his email at [email protected] with any questions or feedback.