Agentic Index
Unify vs Warmly (2026)
Unify and Warmly both act on warm demand, at 8.5 and 8 of 14, from different starting points. That verdict is the Agentic Index coverage score, graded from each vendor's own published materials.
Unify watches a published inventory of signal classes, from hiring and funding to website intent, and its Plays enrich, sequence and start outreach without a human step, from a free tier for up to three seats to $20 or $60 a seat a month. Warmly starts on your website: it identifies visitors at the person level and engages them in the moment with AI chat, personalized pages and meeting booking, while a second agent runs outbound, ads and nurture, on a published annual rate card from $10,000 a year bought through sales.
This comparison is published by Agentic Index, an independent agentic AI vendor research platform. Unify and Warmly are each graded against the same 14 capability Agentic Index taxonomy, from the vendor's own public materials under the Agentic Index verification standard, alongside 956 researched vendors. No vendor pays for placement and no vendor has reviewed this page. How this evidence is graded
Choose Unify if
- You want a full outbound motion built on signals beyond your own traffic.
- Monthly per seat plans and a free tier fit your budget.
- Single sign on and a documented developer surface are requirements for your team.
Choose Warmly if
- Your website traffic is the demand you most need to convert.
- Live chat and instant booking for identified visitors is the conversion step you want.
- Personalized pages and retargeting for visitors who leave fit your funnel.
| At a glance | Unify | Warmly |
|---|---|---|
| Category | GTM / revenue agent | GTM / revenue agent |
| Entry price | Free at $0 forever with limited credits and up to 3 seats. Base $20 per seat per month with 800 credits per seat. Pro $60 per seat per month with 2,400 credits per seat and a 14-day free trial. Business quoted, billed annually. | AI Web-Deanonymization from $10,000/year, or $4,875/quarter. Inbound Chat $20,000/year ($6,500/quarter). AI Inbound Autopilot $30,000/year ($9,750/quarter). Each from 10,000 credits per month. |
| Free / trial | A permanent free tier at $0 with limited credits, up to three seats, AI outbound, the full 1.1B people and 65M company dataset, 40-plus data sources, multi-channel sequencing and agentic chat. Pro additionally offers a 14-day free trial with full access and no credit card required. | No free tier or trial is published on the pricing page, and no self-serve purchase path exists. Recorded rather than resolved: the site's log-in link carries a signup=free parameter, which suggests a free entry path the pricing page does not document, and older vendor blog posts describe a free plan revealing up to 500 visitors a month. Neither is stated on any current commercial surface. |
| Pricing confidence | public partial | public partial |
| Feature | U Unify |
W Warmly |
|---|---|---|
| Action & orchestration | ||
|
Integrations & Tool Calling Ability to connect agents to real systems through native integrations, OAuth-authenticated actions, custom tools, APIs, webhooks, or MCP-compatible tools. |
Full / Explicit | Full / Explicit |
|
Workflow Orchestration Ability to sequence, branch, retry, route, and combine deterministic workflow nodes with autonomous agent steps. |
Full / Explicit | Full / Explicit |
|
Triggers & Channel Coverage How agents wake up and where they work: schedules, webhooks, message events, CRM events, inbox events, chat, email, voice, and collaboration tools. |
Full / Explicit | Full / Explicit |
| Knowledge & context | ||
|
Knowledge Grounding & RAG Ability to ground agent behavior in company data through document ingestion, retrieval, external knowledge APIs, semantic search, or RAG layers. |
Full / Explicit | Full / Explicit |
|
Memory & State Persistence Ability to persist context across a run, conversation, workflow, user, team, or longer-term memory layer. |
No / Not documented | Partial |
| Control & trust | ||
|
Human Oversight & Guardrails Approval steps, consent checkpoints, escalation rules, structured guardrails, policy constraints, and pause/resume controls. |
Partial | Partial |
|
Security, Identity & Governance RBAC, SSO, auditability, encryption, least-privilege tool access, compliance posture, and data handling policy. |
Full / Explicit | Partial |
|
Observability & Auditability Traces, logs, execution histories, metrics, audit events, and debugging detail for production agent behavior. |
Partial | Partial |
|
Deployment & Data Residency Deployment modes and options, including SaaS, dedicated cloud, VPC, on-prem, hybrid, local runtime, and self-hosting. |
No / Not documented | No / Not documented |
| Solution readiness | ||
|
Prebuilt Agents, Templates & Packs Ready-made workflows, packaged employees, templates, blueprints, industry solutions, and role-specific agents that reduce time-to-value. |
Partial | Partial |
| Platform extensibility | ||
|
Model Flexibility & Routing Ability to work across multiple foundation models, route tasks to different models, or let buyers bring their own providers and keys. |
Partial | No / Not documented |
|
APIs, SDKs & MCP Extensibility Composability layer: stable APIs, SDKs, MCP tool consumption/serving, custom tools, and integration into internal systems. |
Full / Explicit | Full / Explicit |
|
Testing, Debugging & Optimization Testing, debugging, scoring, retries, fallbacks, quality gates, and optimization loops for improving agent workflows before and after deployment. |
Partial | Partial |
| Specialist automation | ||
|
Browser & Computer Use Browser, desktop, or remote/local computer control for workflows that cannot be handled through stable APIs alone. |
No / Not documented | No / Not documented |
Pricing snapshot
Sourced from the Index pricing dataset · open each vendor's profile for full detail.
| Pricing | U Unify |
W Warmly |
|---|---|---|
|
Entry price Lowest public entry point |
Free at $0 forever with limited credits and up to 3 seats. Base $20 per seat per month with 800 credits per seat. Pro $60 per seat per month with 2,400 credits per seat and a 14-day free trial. Business quoted, billed annually. | AI Web-Deanonymization from $10,000/year, or $4,875/quarter. Inbound Chat $20,000/year ($6,500/quarter). AI Inbound Autopilot $30,000/year ($9,750/quarter). Each from 10,000 credits per month. |
|
Pricing confidence How public the numbers are |
Public, partial | Public, partial |
|
Billing Primary billing axis |
per seat subscription plus metered credits | hybrid |
|
Variable cost Workload / overage exposure |
Medium variable cost | Medium variable cost |
|
Free tier / trial Try before you buy |
Free tierTrial
|
No free tier
|
|
Buying motion Self-serve vs sales call |
Mixed | Sales call |
Warmly was acquired by HubSpot in 2026 and continues to sell under its own name.
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