Qualified vs Warmly (2026)

Piper takes authenticated action in the customer's Salesforce. She reads and writes across leads, contacts, accounts, opportunities, custom fields, objects and business processes, creates leads and books meetings. Every plan connects Salesforce plus more than twenty other go to market systems.

Sourcequalified.com/salesforceread 2026-10-01

A browsable integrations directory holds 40 or more apps by Warmly's own count. Salesforce and HubSpot connect as CRMs with native bidirectional sync and OAuth connection. Outreach and Salesloft cover sales engagement, Apollo, LinkedIn Ads and Google Ads cover advertising, and Slack and Microsoft Teams cover communication. Google Calendar and Outlook handle booking and Marketo covers marketing automation.

Google Analytics, Bombora for research intent and Zapier as a general bridge round out the named apps. Writes go into the customer's own systems instead of staying in Warmly. Records are created and updated in Salesforce or HubSpot, contacts are enrolled in sequences, and audiences are pushed to LinkedIn. Webhooks come with every tier for anything not natively covered.

Sourcewarmly.ai/p/pricing and warmly.ai/p/inbound-agent; warmly.ai/p/product/intent-signals/integrationread 2026-09-02

The customer configures the flow. Every plan includes advanced routing and automated workflows, and teams set segments and routing rules by ownership or region that decide how Piper qualifies, routes, books and nurtures each lead across website and email.

Sourcequalified.com/pricingread 2026-10-01

Two agents run a chain end to end and hand work to each other. On site the Inbound Agent identifies a visitor at person level, assembles context from the Context Graph and routes the visitor to the owning rep before the first message. It then engages with AI chat, books directly on the rep's calendar through Google or Outlook while respecting availability and round robin rules, and alerts the team in Slack.

Off site the TAM Agent builds dynamic audiences, tiers accounts by ICP, identifies buying committees, scores intent, enriches data, targets LinkedIn ads, orchestrates outbound and runs nurture campaigns. The two agents are coupled by design. A visitor who does not convert is passed to the TAM Agent for retargeting and nurture, then handed back to the Inbound Agent with updated context on return. Warmly calls this a continuous loop rather than two products. The chain completes while the visitor is still on the page.

Sourcewarmly.ai/p/inbound-agent and warmly.ai/p/pricingread 2026-09-02

A buyer's arrival starts the agent. Piper engages high intent buyers in real time when they land on the website and through the email inbox, around the clock, and captures and routes new leads without a person starting the work.

Sourcequalified.com/salesforceread 2026-10-01

Signals come in three tiers. First party signals cover website visits at person and company level, in app visits, CRM fields and lead scoring. Second party signals come from social activity monitoring. Third party signals include Bombora research intent, competitor keyword monitoring, job changes and champion tracking, new hire detection, job postings, funding announcements, technographic changes, leadership changes and an AI web research signal.

Identification, context assembly and routing complete while the visitor is still on the page. Alerts fire on configurable combinations of ICP tier, intent score, pages viewed, company size or industry, not on a schedule. Exit intent triggers popups. Output channels span on site AI chat, personalized landing pages, smart popups, live human chat, an AI call agent, direct calendar booking, Slack alerts, email follow up, LinkedIn ads and nurture sequences.

Sourcewarmly.ai/p/pricing and warmly.ai/p/inbound-agentread 2026-09-02

Piper assembles context for each engagement. She taps live Salesforce leads, contacts, accounts and opportunities the moment a visitor arrives, and layers account based buying intent, waterfall enrichment and third party research signals from sources such as 6sense, Demandbase and Bombora on top. There is no index, graph, embeddings layer or maintained knowledge base over the customer's own content, and no grounding persists between engagements.

Sourcequalified.com/salesforce and qualified.com/signals/buyer-intent-dataread 2026-09-01

The AI conversation engine is trained on the customer's product, messaging and objection handling, so what the agent says comes from the company's own positioning instead of generic copy. Warmly says the agent declines to answer outside that material instead of inventing an answer. What the agent knows about the visitor is assembled live from the Context Graph, a maintained structure in three parts. The Activity Ledger holds site visits, emails, call transcripts, CRM activity, chat logs, conversions and ad engagement.

The Entities layer holds people, companies, deals, buying committees and enrichment data, with entity resolution. The Insights layer carries ICP tier, intent score and account summary. All of this is pulled from CRM, enrichment, website history and intent signals in under 100ms while the visitor is still on the page. The enrichment is largely purchased third party data about the visitor, not an ingested store of the customer's own documents. The agent knows a great deal about who someone is and less about the customer's wider content.

Sourcewarmly.ai/p/context-graph and warmly.ai/p/inbound-agentread 2026-09-02

Piper carries state across sessions. She recognizes returning visitors and buyers in an active deal cycle, greets them with reference to prior interactions and their open opportunity, and carries a conversation across the website and the email inbox without losing context. There is no named memory layer, scope or lifetime. The state is the customer's Salesforce record plus Qualified's own visitor and conversation history, so what the agent has gathered cannot be separated from the customer's CRM data.

Sourcequalified.com/salesforce and qualified.com/emailread 2026-09-01

The AI chat engages with full context from every previous interaction. A visitor who does not convert is captured, nurtured by the TAM Agent and engaged again by the Inbound Agent with updated context when they return. Underneath, the Context Graph keeps an Activity Ledger of site visits, emails, call transcripts, CRM activity, chat logs, conversions and ad engagement.

That ledger is a durable record of prior exchanges, not a snapshot assembled per session. The Context Graph is a shipped product with its own navigation section, a How It Works page, a published component breakdown and a stated query time under 100ms. It is a data store the agents share. Warmly names no per agent state, retention period, inspection or forgetting control for the customer.

Sourcewarmly.ai/p/inbound-agent and warmly.ai/p/pricingread 2026-09-02

The customer sets the limits on what Piper does. The team defines visitor segments from Salesforce fields, sets routing rules by ownership or region and configures the agent in AI SDR Agent Studio. On Enterprise, Piper hands conversations to human owners. No person approves a message or meeting before Piper sends or books it, and a handoff ends Piper's part in the conversation instead of holding it for approval.

Sourcequalified.com/salesforceread 2026-10-01

The AI qualifies and engages the visitor first, then hands off to a rep with the full context passed along. It is built to recognize its limits. On a question outside its training it offers to connect the visitor to a rep or book a meeting instead of answering, and Warmly says it never answers inaccurately. Popups carry frequency capping so visitors are not interrupted again and again. The customer sets the alert triggers, qualifying criteria and routing rules, so the team decides the conditions under which the agents act.

People shape the agents at setup and can take over mid conversation, but they approve nothing along the way. Warmly names no review queue, approval step, hold or confidence threshold before the AI speaks to a visitor, sends a follow up email or adds someone to a retargeting audience. The top tier runs as an autopilot, with the AI setting goals, qualifying and making decisions. Warmly writes about agents earning expanded authority through a progressive trust model, but no such feature has shipped.

Sourcewarmly.ai/p/inbound-agent and warmly.ai/p/pricingread 2026-09-02

A SOC 2 Type II audit runs every year, with the current report available on request, alongside a CSA badge and a GDPR program. An independent third party runs black box penetration testing every year, and a summary is published in the trust center. SAML 2.0 single sign on is a standard Enterprise feature, with Okta, Azure and OneLogin named. Access controls include MFA and least privilege access with regular access reviews. Data is encrypted at rest with AES 256 block level encryption and in transit with TLS.

Customers can configure data retention settings, and Qualified keeps a sub processor list and a data processing agreement customers can sign. Seventeen named written policies are reviewed every year and tested in each third party audit. Qualified also runs background checks, annual security training, intrusion detection and SIEM monitoring, a responsible disclosure program and a third party bug bounty, and publishes an AI Trust Framework.

Sourcequalified.com/trustread 2026-09-01

A SafeBase trust center can be read without a call. It lists SOC 2, GDPR, CCPA and the EU Data Act, a pentest report, a CAIQ self assessment and a security whitepaper. It also holds app, data and cloud diagrams, BC/DR, SDLC, data security and incident response policies, cyber insurance and a service level agreement. A published risk profile sets a 24 hour recovery objective, and there is a named responsible disclosure path.

The SOC 2 attestation is stated without a type, and the report is available through an access request that works. Audit Logging, Access Log Management and Access Monitoring are listed among the product security features, and they record what happened. Warmly names no single sign on, SAML, SCIM or OIDC through the customer's own identity provider.

It also names no role based access control, roles, granular permissions or least privilege statement for who inside the customer's organization can do what, so a customer cannot see who on their team can make the agents act. The product reveals the named individuals behind anonymous visits, and Warmly places the data controller obligation on the customer.

Sourcesecurity.warmly.airead 2026-09-02

Reporting measures performance. Qualified offers real time event notifications, reporting inside Qualified and inside Salesforce, and an Enterprise Reporting API for pulling metrics such as visitor to conversation rate, meetings booked and pipeline generated. There is no agent run history, decision trace or audit trail of each action. Conversation transcripts persist as activities in the customer's own Salesforce. The intrusion detection and SIEM tooling is Qualified's internal security monitoring.

Sourcequalified.com/api, qualified.com/salesforce and qualified.com/trustread 2026-09-01

Transparent identification lets a team see exactly how a visitor was matched. Warmly says it would rather show a visitor as unknown than show the wrong person. The Context Graph surfaces Next Best Action and Reasoning as a named insight alongside ICP tier and intent score, and real time alerts carry the who, what and why into Slack. Reporting covers chat metrics, campaign attribution and pipeline. Warmly names no transcript trail, decision log or record of what the AI chat said to a given visitor and on what basis.

It also names no history of which retargeting audience someone was added to or why, no configuration audit trail and no retention setting. A customer can see why a person was identified and prioritized, but not what was then said to them. Audit Logging appears among the product security features with no published scope, and Warmly does not say whether it records agent actions or only account access.

Sourcewarmly.ai/p/context-graph, warmly.ai/p/inbound-agent and warmly.ai/p/pricingread 2026-09-02

Data resides in the US East region of AWS in Northern Virginia, and there is no option to store data in the EU. There is no region selection, VPC, on premises or customer tenant deployment. Transfers across borders run on standard contractual clauses, which do not let a customer choose where data lives.

Sourcequalified.com/trust, data storage sectionread 2026-09-01

The platform runs as multi tenant cloud software on Google Cloud Platform and Firebase, and no hosting region is published. There is no region selection, EU option, private VPC, single tenant tier or on premises route, so customers have no control over where anything runs. Warmly works globally, with visitor identification strongest in the US, UK, Canada, Australia and Western Europe. That describes where the data comes from, not where it is processed. The security whitepaper and the app, data and cloud diagrams sit behind an access request.

Sourcesecurity.warmly.ai and warmly.ai/p/pricingread 2026-09-02

Piper the AI SDR is one prebuilt agent, built for pipeline generation. Her skills for website conversations, email nurture and meetings are configured in AI SDR Agent Studio. Each plan carries one SDR agent profile, and Ultimate adds multiple profiles of the same agent. There are no separate packaged agents.

Sourcequalified.com/pricingread 2026-10-01

The product ships two named agents, the Inbound Agent for on site conversion and the TAM Agent for off site orchestration. Each arrives already configured, so the customer does not write it. The entry tiers include one AI Studio Agent and the top tier includes unlimited AI Studio Agents. AI Studio is where customers build their own agents, and it offers no catalog to pick from.

A Playbooks library under Resources, alongside the blog, academy and webinars, holds how to articles written by Warmly. One is a step by step guide to connecting the MCP to Claude. A customer reads a play and then builds it, since there are no packaged configurations to browse and adopt.

Sourcewarmly.ai/p/pricing, warmly.ai/p/inbound-agent and warmly.ai/p/resources/playbooksread 2026-09-02

Piper runs on Qualified's own AI stack. Customers cannot choose the underlying model, and there is no routing across outside model providers.

Sourcequalified.com/salesforceread 2026-09-01

The conversation engine is LLM powered and trained on the customer's product and messaging, and Warmly names no model or provider. There is no model selector, per agent choice, routing policy, bring your own model or bring your own key option. An Ask AI about Warmly row on the Inbound Agent page links out to ChatGPT, Perplexity, Claude and Gemini as a marketing widget. The MCP server lets a customer's own assistant call Warmly. In both cases the customer picks the assistant that reads Warmly, not the model that powers the product.

Sourcewarmly.ai/p/inbound-agent and security.warmly.airead 2026-09-02

Qualified has a general purpose API for its own platform that lets developers access Qualified resources. URLs are resource based, with standard HTTP authentication and verbs, and responses carry a JSON body with HTTP response codes. The full Qualified API Reference is at app.qualified.com/docs/api. The API sits alongside the AI SDR Agent Studio and an Enterprise Reporting API, and the Enterprise plan includes MCP and API access.

Sourcequalified.com/apiread 2026-09-01

An MCP server and REST API are live at opps-api.getwarmly.com. MCP access uses OAuth from Claude Desktop, Claude Code, Cursor and any MCP compatible agent, and REST endpoints use API key auth. Warmly's setup instructions cover the claude mcp add command with an organization ID header and where to find that ID in the product. A connected assistant receives four named tools, list_warm_visitors, list_warm_accounts, list_third_party_signals and get_credits_remaining. A later launch extended third party signals into both the MCP and the API.

Webhooks come with every pricing tier as SEP and webhook integrations. The MCP tools are read only, so an assistant can retrieve visitors, accounts and signals but cannot act back on the platform. Warmly publishes no SDK or client library. Access is metered, free with 250 credits a month on every account, with paid tiers from $99. A Zapier connector also exists, but it belongs to Zapier, not Warmly.

Sourcewarmly.ai/p/resources/launches, warmly.ai/launches/warmly-mcp-and-api-are-live and warmly.ai/p/pricingread 2026-09-02

Teams review Piper after the fact. Qualified reports on Piper's activity and outcomes through its own analytics, Salesforce reporting and the Enterprise Reporting API, so a team can see visitor to conversation rate, meetings booked and pipeline generated and adjust from there. Behavior and guardrails are configured in Agent Studio. There is no sandbox, preview, replay, scored test case or controlled experiment on the agent, so a change goes live and is judged by its results in aggregate.

Sourcequalified.com/ai-sdr and qualified.com/apiread 2026-09-01

Smart Popups ship with A/B testing built in, so a customer can run one offer against another and see which converts. Chat metrics, full attribution showing which campaigns drive engagement and pipeline reporting sit around it. The top tier adds an auto learn and improve loop on the AI chat. These tests measure conversion, not the agent.

Warmly names no sandbox, dry run, preview of a chat configuration before it goes live, scored evaluation of chat responses, regression check when the training material changes, or comparison of one agent configuration against another. A change to how the AI talks to visitors is judged only after real visitors have met it.

Sourcewarmly.ai/p/inbound-agent and warmly.ai/p/pricingread 2026-09-02

Piper works as an embedded website and email agent and acts through integrations. She does not drive a browser or operate a computer interface.

Sourcequalified.com/salesforceread 2026-10-01

Everything the agents touch is either the customer's own site or a programmatic interface. Warmly installs as one line of JavaScript on the customer's website. That snippet renders the on site AI chat, smart popups and personalized landing pages inside a property the customer owns and has set up on purpose, so Warmly is running its own widget there.

Off site, identification runs through a waterfall across several identity vendors, querying providers in parallel. Every action goes through an API, including CRM writes, sequence enrollment, LinkedIn audience sync, Slack alerts and calendar booking through direct Google and Outlook integration. Warmly names no browser control, headless session, virtual desktop, screen or click automation, or navigation of a third party console.

Sourcewarmly.ai/p/inbound-agentread 2026-09-02