Driving Conversations with Proactive and Reactive Chat Strategies
While reactive responses have driven initial success, we aim to further refine our strategy with proactive chat efforts. Each interaction is seamlessly tracked via Slack, ensuring every touchpoint is accounted for and helping us turn inquiries into actionable conversations.
The Challenge
James Solada and the DuploCloud team needed a way to engage website visitors who were researching cloud infrastructure and SOC 2 compliance—topics that signaled high purchase intent but rarely led to form fills.
Enter Warmly
DuploCloud uses Warmly with both proactive and reactive chat strategies. The AI bot initiates conversations with subtle, non-pushy questions designed to elicit responses. When a visitor engages, the team tracks the conversation through Slack and steps in to qualify.
“One person came in interested in SOC 2 compliance and wanted to learn more. That’s what drove the conversation. The two meetings we’ve created have been reactive—a bot pings them, gets a response, and that creates a conversation.”
— James Solada, DuploCloud
The Results
The team has booked meetings from chat and is now expanding into proactive outreach—reaching out to visitors before they even start a conversation. The combination of Warmly’s chat plus Slack integration gives the team real-time visibility into every opportunity.
Company
DuploCloud
Industry
Cloud Infrastructure / DevOps
Size
Startup
Products Used
AI Chat
Live Chat
