How is the Context Graph different from my CRM?

Your CRM stores the current state of accounts and deals. The Context Graph stores the full timeline of how you got there — including signals that never made it to CRM, decisions that were made, and the reasoning behind them. They work together: CRM is the source of truth, Context Graph adds the story.

What data sources connect to the Context Graph?

Website activity, CRM (HubSpot/Salesforce), email engagement, sales engagement platforms (Outreach/Salesloft), LinkedIn ads, intent data (Bombora), social signals, call recordings (Gong/Fathom), and Slack discussions.

How do AI agents use the Context Graph?

When Inbound Agent chats with a visitor, it queries the Context Graph to know their full history. When TAM Agent prioritizes accounts, it uses the Context Graph to understand which signals actually predict conversion. Every AI decision happens with full context.

Can I see the reasoning behind AI decisions?

Yes. The Context Graph captures decision traces — what signals were present, what action was taken, why, and what resulted. You can always trace back to understand why any decision was made.

Does this replace my data warehouse?

No. Data warehouses are designed for analytics and reporting. The Context Graph is designed for real-time AI decisions. They serve different purposes and can work together.

How quickly does data flow into the Context Graph?

Website signals and chat are real-time. CRM sync runs continuously. Third-party signals update daily. The graph is always current.

CONTEXT GRAPH

The Complete Picture of Every Account

The Context Graph is Warmly's unified data layer that connects four types of information for every account: what happened to them (signals), what you did (actions), the notes around it (context), and what resulted (outcomes).

Most tools show you what happened. The Context Graph shows you why it happened, what you did about it, and what resulted. Every interaction connected, so you always know the full story.

See the Context Graph

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Talk to a Warmly Customer

Trusted by 000 B2B revenue teams

What is Warmly's Context Graph?

The Context Graph is a unified timeline that connects four types of information for every account:

What happened to them • Website visits, intent signals, funding news, job changes, competitive research

What you did • Emails sent, ads served, calls made, sequences triggered

The notes around it • Rep observations, meeting summaries, deal context, why decisions were made

What resulted • Meetings booked, deals won, conversations had, outcomes tracked

Why this matters:When your AI chatbot engages a visitor, it knows they saw your LinkedIn ad last week, your SDR sent a follow-up email, and they downloaded a case study. When your rep makes a call, they see the complete timeline — not fragments scattered across five tools.

The result:Every decision, human or AI, happens with full context.

Your Data Is Everywhere. Your Context Is Nowhere.

CRM knows the stage

"Deal stage: Discovery" — but no context on why you reached out, what signals led to this, or what happened before.

Email tool counts opens

3 emails sent, 2 opened — but no connection to website visits, no link to intent signals, no deal context.

Intent tools show account-level

"Bombora surge detected" — but which person? What did they research? Did you act on it? What resulted?

Chat sits in isolation

"Conversation with Mike" — but was it the first touch? Had someone else already reached out? Did it influence the deal?

The questions you can't answer today

"Why did we reach out to this account?"

"Did our LinkedIn ads actually influence this deal?"

"What led to this meeting getting booked?"

"Should we re-engage this Closed Lost account?"

"What messaging resonated with this buyer?"

Rep has to manually stitch this together. Every time. AI agents have no way to access this context at all.

What Happened. What You Did. Why. What Resulted.

What Happened to Them (Buyer Signals)

Website Activity

Pricing page visits, demo page views, return visits, time on site

Intent Signals

Bombora topic surges, G2 category research, competitor comparisons

Social Signals

LinkedIn engagement, industry conversations, content sharing

Company Changes

Funding announcements, leadership changes, job postings, tech stack updates

Email Engagement

Opens, clicks, replies, forwards

What You Did (Your Actions)

Outreach

Emails sent, LinkedIn messages, sequences triggered

Advertising

LinkedIn ad impressions, ad clicks, retargeting

Sales Activity

Calls made, meetings held, demos given, proposals sent

Automation

AI chat responses, orchestration triggers, routing decisions

Team Discussions

Slack threads about the account, internal decisions

The Notes Around It (Context & Reasoning)

Decision Context

"Reached out because CFO visited pricing 3x this week"

Meeting Summaries

Call recordings, AI summaries, key takeaways

Rep Observations

"Budget approved for Q2", "Security concerns — need SOC 2"

Why We Did What We Did

"Added to sequence because they match our top ICP signals"

What Resulted (Outcomes)

Conversions

Meeting booked, demo scheduled, trial started

Responses

Email reply, chat response, call connected

Deal Progression

Stage change, proposal sent, contract signed

Results

Closed Won, Closed Lost, churned, expanded

See How Everything Connects

Here's what the Context Graph shows for a real deal:

Full Context in Every Interaction

Inbound Agent (when someone visits your site):

Every Signal Source, Unified

What Changes When Everything Is Connected

Before Context Graph

After Context Graph

Rep opens 6 tabs to understand an account

Complete timeline in one view

AI chat gives generic responses

AI engages with full context of prior touches

Can't tell if LinkedIn ads influenced deals

Clear attribution: ad → visit → meeting → close

Closed Lost accounts stay forgotten

Automatically resurface when conditions change

No one knows why decisions were made

Decision context preserved and searchable

Signals scattered across tools

All signals unified, feeding one score

Decisions, Not Just Data

The Context Graph is the foundation for Warmly's GTM Brain — an AI system that doesn't just store information, but learns from it.

How the OODA+L loop works

Observe • Every signal flows into the Context Graph in real-time

Orient • Links form between what happened, what you did, and what resulted

Decide • AI agents use the full context to prioritize and act

Act • Orchestration triggers across all channelsEvery signal flows into the Context Graph in real-time

Learn • Outcomes feed back, making every decision smarter

"The next trillion-dollar platforms will own decisions, not data."

Read: The GTM Brain

Full timeline for every account

Context coverage

Every decision traced back to why

Decision traceability

Attribution finally works

Ad → Site → Meeting → Close tracked

What Teams Say

More Deals, Same Team Size

"Warmly has allowed us to increase our pipeline targets by twenty percent without increasing headcount."

David Chase

Sales Leaders / CROs

Marketing That Converts

"We’ve doubled our average contract value, and our sales team freaking loves using it."

Charles Fox

Marketing / Demand Gen

Revenue Outcomes

"Warmly sourced MQLs closed fifty percent higher and thirty percent faster than our other sources."

Stephanie Armand

RevOps

How Different Teams Use the Context Graph

Attribution reporting

Trace deals back through every touch — ads, emails, site visits, calls

Process optimization

See which sequences and plays actually drive outcomes

Data quality

One source of truth across all GTM tools

AI governance

Audit why any AI decision was made

Rep preparation

Complete account timeline before every call

Pipeline review

Understand what led to each opportunity

Closed Lost analysis

Know exactly why deals were lost, when to re-engage

Coaching

See what top performers do differently

Campaign attribution

Track ads → site visit → meeting → deal

Content insights

Which pages and assets appear in winning deals

ICP refinement

Analyze patterns in won vs lost accounts

Channel investment

Data-backed decisions on where to spend

Connect Your Sources. Context Builds Automatically.

Install the pixel

Website signals start flowing immediately — page visits, time on site, identified visitors

Connect your CRM

HubSpot or Salesforce, bidirectional sync — deals, contacts, activities, notes

Connect your SEP

Outreach or Salesloft — emails sent, sequences, opens, clicks, replies

Enable signals

Bombora intent, social signals, job data — all mapped to accounts

Go Live

Context Graph powers both AI agents from day one

No data migration. No schema mapping. Connections form as data flows.

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See Pricing

The Complete Picture of Every Account

Your Data Is Everywhere. Your Context Is Nowhere.

What Happened. What You Did. Why. What Resulted.

See How Everything Connects

Full Context in Every Interaction

Every Signal Source, Unified

What Changes When Everything Is Connected

Decisions, Not Just Data

How the OODA+L loop works

What Teams Say

More Deals, Same Team Size

Marketing That Converts

Revenue Outcomes

How Different Teams Use the Context Graph

Connect Your Sources. Context Builds Automatically.

Common questions

FAQ

The Complete Picture of Every Account

Your Data Is Everywhere. Your Context Is Nowhere.

What Happened. What You Did. Why. What Resulted.

See How Everything Connects

Full Context in Every Interaction

Every Signal Source, Unified

What Changes When Everything Is Connected

Decisions, Not Just Data

How the OODA+L loop works

What Teams Say

More Deals, Same Team Size

Marketing That Converts

Revenue Outcomes

How Different Teams Use the Context Graph

Connect Your Sources. Context Builds Automatically.

Common questions

FAQ

Connect with Our Experts