Summary
Warmly is a B2B go-to-market platform that de-anonymizes website visitors and acts on buying signals. Its Inbound Agent handles on-site chat and meeting booking while its TAM Agent runs off-site audience building, intent scoring and outbound.
- Best for
- RevOps/GTM teams with meaningful inbound website traffic who want one connected system for identifying, engaging and routing visitors, plus coordinated outbound account orchestration, rather than two separate tools.
- Not for
- Teams wanting a low-commitment, pay-as-you-go or free way to evaluate a de-anonymization tool, or teams whose traffic volume is too low to make person-level identification worthwhile.
- From
- Freethen $99 monthly · $99 billed annually
- Free tier
- Yes250 credits per month on every account, where a credit is spent per company and per contact identified (max 2 per unique visitor per month); API/MCP rate limit 60 requests per minute on free versus 120 on paid; no credit card required to sign up.
What it does
- Done-for-you service
- PartlySoftware you run, with an optional dedicated Warmly engineer and outsourced SDR placements sold as separate service lines.
A Forward Deployed Engineer (FDE) is a dedicated Warmly engineer who transforms your go-to-market motion into an AI-native system.
warmly.ai/p/services/forward-deployed-e…
How much it does unattended
- Runs autonomously
- YesThe GTM Brain layer decides and executes without waiting for a human to act on a dashboard.
Most GTM tools give you dashboards and expect you to figure out what to do. Warmly is different — it makes decisions and takes action automatically.
warmly.ai/how-it-works - Multi-agent
- YesInbound Agent and TAM Agent coordinate through one Context Graph; the top plan adds unlimited AI Studio agents plus an Autopilot agent.
Both Inbound Agent and TAM Agent query the same graph, ensuring full context everywhere.
warmly.ai/how-it-works - Agent permissions
- PartlyAgents act on their own; humans get visibility and an override on each decision rather than an approval gate.
You can see every decision and override it. Your overrides also teach the system.
warmly.ai/how-it-works
Which models it runs on
- Claude
- NoThe AI FAQ names OpenAI as the provider of all Warmly AI.
Warmly uses OpenAI for all its AI.
help.warmly.ai/articles/6933942349-ai-i… - GPT
- YesAll AI features run on OpenAI's pre-trained models; Warmly trains no models of its own.
Warmly uses OpenAI for all its AI.
help.warmly.ai/articles/6933942349-ai-i… - Open models
- NoInference is OpenAI-only by the vendor's own statement; no open-weight option is offered.
Warmly uses OpenAI for all its AI.
help.warmly.ai/articles/6933942349-ai-i… - Model choice
- NoThe vendor picks the model; buyers tune prompts and feedback, not the provider.
Warmly uses OpenAI for all its AI.
help.warmly.ai/articles/6933942349-ai-i…
Where you use it
- In your editor
- PartlyReachable inside Cursor and Claude Desktop through the MCP server; Warmly ships no editor extension of its own.
OAuth-based MCP access from Claude Desktop, Claude Code, Cursor, and any MCP-compatible agent — plus REST endpoints with API key auth for everything…
help.warmly.ai/articles/4646691220-warm… - On the command line
- PartlyClaude Code and other MCP-compatible terminal agents can call the three tools; there is no Warmly CLI.
OAuth-based MCP access from Claude Desktop, Claude Code, Cursor, and any MCP-compatible agent — plus REST endpoints with API key auth for everything…
help.warmly.ai/articles/4646691220-warm… - In a browser
- YesHosted dashboards at the Warmly app populate once the site script tag is installed.
Once installed, your dashboards will begin populating with visitor insights.
help.warmly.ai/articles/9207257828-warm…
Whose machine it runs on
- Self-hosted
- NoRuns on Warmly-operated AWS and GCP regions; only VPC peering and dedicated infrastructure are offered, not customer hosting.
Hosted on AWS (US regions) / GCP (EU available)
warmly.ai/how-it-works - Open source
- NoProprietary hosted service; the terms restrict access to Warmly's own interface and no source is published.
You may not access the Service by any means other than through the interface provided by Warmly for such access.
warmly.ai/p/terms-of-service
What it costs to run
- How it meters
- YesMetered in identification credits on top of a plan fee: one credit per company and one per contact, capped at two per unique visitor per month.
1 credit when the company is identified, 1 credit when the contact is identified, maximum 2 credits per unique visitor per month.
help.warmly.ai/articles/2565692815-how-… - Free tier
- YesSelf-serve free account with 250 credits a month, no card and no sales call.
Sign up in 30 seconds. No credit card. Swipe a card monthly when you need more.
warmly.ai/p/try-for-free - API access
- YesREST API with per-organization bearer keys exposes the same tools as MCP, on free and paid accounts alike.
The same three tools are exposed as a REST API for systems that don't speak MCP. Auth is per-org API key, not OAuth.
help.warmly.ai/articles/9641856032-warm… - MCP server
- YesOAuth MCP server with three read-only tools plus a credit-balance tool, callable by any MCP client.
OAuth-based MCP access from Claude Desktop, Claude Code, Cursor, and any MCP-compatible agent — plus REST endpoints with API key auth for everything…
help.warmly.ai/articles/4646691220-warm… - Bring your own key
- NoInference runs on OpenAI models Warmly operates; no customer-supplied model keys, models or cloud are documented.
Warmly uses OpenAI for all its AI.
help.warmly.ai/articles/6933942349-ai-i…
Buying it for a team
- A company can buy it
- YesBought either self-serve on the site or on a signed order form, and accounts are organisation-scoped workspaces.
Our paid services may be purchased either through a Subscription via the self-service process on the Site or by separately signing an Order Form
warmly.ai/p/terms-of-service - Seat model
- PartlySeats are named one-per-person for licence-based services, but no per-seat price, floor or ceiling is published; plans are priced by credits.
Enterprise customers are responsible for purchasing a sufficient number of seats and access for your usage and company. Only one seat may be used per…
warmly.ai/p/terms-of-service - Pooled budget
- YesOne credit pool per workspace, shared across the app and the API/MCP, resetting monthly.
One credit pool per workspace. Resets monthly. Credits are spent the moment a visitor on your site is identified.
help.warmly.ai/articles/2565692815-how-… - Admin controls
- YesAdvanced role-based access control with IP restrictions and configurable retention.
Advanced RBAC, audit logging, IP restrictions
warmly.ai/p/solutions/enterprise - Audit log
- YesAudit logging is listed platform-side, and each API tool call can carry a stored reasoning note.
Advanced RBAC, audit logging, IP restrictions
warmly.ai/p/solutions/enterprise - Single sign-on
- YesSAML and OIDC with MFA and SCIM provisioning, documented in the enterprise security table; Google and Microsoft sign-in otherwise.
SSO (SAML, OIDC), MFA, SCIM provisioning
warmly.ai/p/solutions/enterprise
What happens to your code
- Opt out of training
- YesVendor states customer data is never used for AI model training; it uses OpenAI's pre-trained models instead.
No. We only collect website & cross-internet prospect information and this is not use for AI model training.
help.warmly.ai/articles/6933942349-ai-i… - Data residency
- PartlyThe enterprise FAQ claims configurable US, EU and APAC regions, while the architecture section lists only AWS US with GCP EU available.
Multi-region data centers in US, EU, and APAC. Data residency can be configured per region. GDPR-native architecture with DPA support.
warmly.ai/p/solutions/enterprise - Getting out
- PartlyData exports to CSV or syncs to the CRM, but the credit pool refills each calendar month rather than rolling unused credits over.
Yes. Data can be exported to CSV or synced to your CRM. Full data portability.
warmly.ai/p/data - Certifications
- PartlySOC 2 Type II certified and GDPR-ready; ISO 27001 is listed as in progress on the enterprise security table.
Yes. Warmly is SOC 2 Type II certified and GDPR-ready. We take data security seriously — your CRM data is encrypted in transit and at rest, with…
warmly.ai/p/solutions/revops
Checked · How we check
Alternatives
AI SDR agent that works inbound website visitors and leads to book sales meetings.
Filed under
Sources and updates
Sources20
- help.warmly.ai/articles/6933942349-ai-in-warmly-faq
- warmly.ai/p/solutions/enterprise
- help.warmly.ai/articles/4646691220-warmly-technical-documentation-mcp-server
- warmly.ai/how-it-works
- warmly.ai/p/product/intent-signals/integration
- warmly.ai/p/tam-agent
- warmly.ai/p/terms-of-service
- warmly.ai/p/try-for-free
- security.warmly.ai/
- help.warmly.ai/articles/2565692815-how-will-credits-work-for-the-mcp-server-api
- warmly.ai/p/pricing
- warmly.ai/p/solutions/startups
- help.warmly.ai/articles/9207257828-warmly-s-free-version-getting-set-up
- help.warmly.ai/articles/9641856032-warmly-technical-documentation-rest-api
- warmly.ai/p/data
- warmly.ai/p/data/coldly
- warmly.ai/p/privacy-policy
- warmly.ai/p/services/forward-deployed-engineer
- warmly.ai/p/signals
- warmly.ai/p/solutions/revops
Coverage elsewhere4
Updates4
- Capabilities · Free tier · Price · Terms
- Capabilities · Free tier · Price · Terms
- Crunchbase link · LinkedIn link · Summary · Tagline
- Summary