Agentic Index

UserGems vs Warmly (2026)

UserGems and Warmly both turn buyer signals into pipeline, at 8 and 8 of 14, from different moments. That verdict is the Agentic Index coverage score, graded from each vendor's own published materials.

UserGems watches people and account signals, 21 plus types including job changes, scores accounts against criteria learned from your own closed deals, and has its Gem-E agents research, draft and orchestrate outreach through the sales tools you already run, on annual credit plans from $40,000 a year with unlimited users. Warmly works the demand already on your website: it identifies visitors at the person level and engages them live with AI chat, personalized pages and meeting booking, with a second agent for outbound, ads and nurture, on a published rate card from $10,000 a year.

This comparison is published by Agentic Index, an independent agentic AI vendor research platform. UserGems 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 UserGems if

  • Champion job changes and account signals across your market are where pipeline starts.
  • You want agents working through your existing engagement stack rather than beside it.
  • Single sign on with a SOC 2 Type II attestation is a procurement requirement.

Choose Warmly if

  • Visitors you cannot yet name are the demand you are missing today.
  • Chat and booking in the moment a visitor shows intent is the conversion step you want.
  • A lower annual entry on a published rate card fits your budget.
At a glance UserGems Warmly
Category GTM / revenue agent GTM / revenue agent
Entry price Core $40,000 a year with 4,000,000 credits · Advanced $75,000 a year with 10,000,000 credits · Elite $150,000 a year with 25,000,000 credits · Enterprise quoted · unlimited admin and end users · money back guarantee on ROI 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 No trial is offered on the property, and no self-serve route exists: the only account link is a login for existing customers. The vendor publishes a money-back guarantee instead, promising at least 1x ROI in revenue generated. 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 exact public partial
Feature
U
UserGems
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.

Partial 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.

No / Not documented 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.

No / Not documented 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
UserGems
W
Warmly

Entry price

Lowest public entry point

Core $40,000 a year with 4,000,000 credits · Advanced $75,000 a year with 10,000,000 credits · Elite $150,000 a year with 25,000,000 credits · Enterprise quoted · unlimited admin and end users · money back guarantee on ROI 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, exact Public, partial

Billing

Primary billing axis

annual platform subscription with a credit pool spent on data actions and AI actions; unlimited admin and end users hybrid

Variable cost

Workload / overage exposure

Medium variable cost Medium variable cost

Free tier / trial

Try before you buy

No free tier
No free tier

Buying motion

Self-serve vs sales call

Sales call Sales call

Warmly was acquired by HubSpot in 2026 and continues to sell under its own name.

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