Rep Routing

Every Visitor to the Right Rep — Automatically

Stop manually assigning conversations. Warmly routes visitors to the right rep based on territory, CRM ownership, account tier, or any rules you define. Works across chat, meetings, and alerts.

Rep Routing is Warmly's intelligent assignment engine that automatically routes website visitors to the right sales rep based on CRM ownership, territory rules, round-robin distribution, or custom logic — ensuring every chat, meeting, and alert reaches the person best positioned to convert it.

See Routing in Action

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4.7/5

on G2

Warmly Rep Routing rated for routing accuracy and CRM integration.

Ask AI about Warmly:

What is Warmly's Meeting Booking?

Meeting Booking lets website visitors schedule time instantly by embedding your calendar links in the conversation

No forms required

Book directly through AI chat or popups

Works with any calendar

Calendly, Google Calendar, Outlook, Cal.com, or any booking link

Flexible display

Embed in chat, open in new tab, or full-page redirect

Assigned rep or team calendar

Route to the right person's calendar based on chat assignment

Full context in Warmly

Rep sees visitor history, pages viewed, and conversation before the meeting

How visitors book

Through AI Chatbot conversation

Via Warm Offers popups

After Live Human Chat engagement

Best for

Teams tired of form-to-meeting conversion drop-off

Sales orgs wanting more qualified meetings

Companies where speed-to-meeting matters

Forms Kill Conversion

Pain Points:

Form friction

80% of visitors abandon forms before completion

Response delay

Hours or days pass before SDR follows up — intent evaporates

Email ping-pong

Multiple exchanges to find a time that works

Wrong rep assignment

Meetings routed manually, often to the wrong person

Conversion collapse

2-3% of visitors become meetings at best

No-show epidemic

Cold leads with no context don't show up

Traditional booking flow:

01 • Visitor fills out form (20% complete it)

02 • Form goes to queue

03 • SDR reviews (hours later)

04 • SDR sends calendar link (another email)

05 • Prospect picks time (if they're still interested)

06 • Meeting happens (maybe)

Each step loses people.

Best case: 2-3% of visitors become meetings.

Warmly's flow:

01 • Visitor engages with AI or rep

02 • "Want to book time?" → Yes

03 • Available slots appear

04 • Visitor picks time

05 • Meeting confirmed instantly

Same visitor, 3x the meetings.

Connection to Inbound Agent

Meeting Booking is the conversion engine within the Inbound Agent suite. Every engagement channel leads here:

Inbound Agent Feature

Meeting Booking Integration

AI Chatbot

Detects intent, offers booking in conversation

Warm Offers

Calendar picker embedded in targeted popups

Live Human Chat

Rep triggers booking during conversation

Alerts

Notifies reps when high-value accounts book

Routing

Powers intelligent rep assignment

Instant Booking, Seamless Experience

Three display modes:

Embedded

Calendar appears right in the chat panel (default)

New tab

Opens calendar in a new browser tab

Current tab

Redirects to calendar page

Assigned rep or team calendar

Route to the right person's calendar based on chat assignment

Full context in Warmly

Rep sees visitor history, pages viewed, and conversation before the meeting

What Warmly adds:

Visitor identification before they book

Full conversation transcript for context

Pages viewed, intent signals, and company data

Seamless transition from AI chat to booking

Route to the Right Calendar

Two Routing Options:

Option 1

Assigned Rep's Calendar

Uses the personal calendar link of whoever is assigned to the conversation

Great for: Account-based routing where assignment happens before booking

Fallback: If rep has no calendar configured, uses team calendar

Option 2

Team Calendar

Uses your organization's shared booking link

Great for: Round-robin scheduling, shared SDR calendars

Works with: Calendly team pages, Google Calendar appointment scheduling, shared Outlook calendars

How Assignment Works:

Booking uses whichever rep is assigned to the conversation. Assignment can happen via:

Rep Routing rules — Territory, ownership, round-robin

Manual assignment during live chat

AI Chat handoff to specific rep

The booking step then shows that rep's calendar (or falls back to team calendar).

Works With Any Booking Link

Supported Calendar Services

Warmly embeds any calendar booking link your team uses:

Calendly • Personal or team booking pages

Google Calendar • Appointment scheduling links

Microsoft Bookings • Outlook/365 booking pages

Cal.com • Open-source scheduling

HubSpot Meetings • HubSpot scheduling links

Chili Piper • If you use it for routing

Any URL • If it's a booking link, it works

How It Works

01 • Rep level

Each rep adds their personal calendar link to their Warmly profile

02 • Team level

Set a shared booking link for your organization

03 • In chat

Warmly embeds the appropriate calendar based on routing

Your calendar service handles availability, buffers, time zones, and confirmations. Warmly handles getting visitors to the right calendar with full context.

Full Visitor Context Before Every Meeting

When a visitor books, your rep has everything they need in Warmly:

In Warmly dashboard:

Full conversation transcript (what they asked, what AI answered)

Visitor identity (name, title, company, LinkedIn)

Pages they viewed before and during the conversation

Intent signals and buying behavior

Previous visits and engagement history

Account context from your CRM

In Slack/MS Teams alert:

Notification that a high-value visitor booked

Quick link to view full context in Warmly

Company and visitor summary

The difference vs standalone calendars:

Calendly Alone

Warmly + Your Calendar

Name and email from form

Full identity before they type anything

No context

Complete conversation transcript

No history

All previous visits and pages viewed

Cold meeting

Warm meeting with talking points

What Teams See

More meetings from same traffic

Meeting show rate

Faster speed-to-lead

3x More Meetings

"We used to get 50 form fills a month and convert 15 to meetings. Now we get 45 meetings directly booked. Same traffic, 3x the result."

— VP of Sales, Series B SaaS

Higher Show Rates

"Show rates went from 60% to 85% overnight. The difference is context — our reps know exactly who they're meeting and why before the call even starts."

— Director of Sales Development, Mid-Market SaaS

No SDR Scheduling

"We eliminated the entire SDR calendar-scheduling workflow. Prospects book themselves with the right rep, and the meeting context is already in Salesforce."

— Head of Revenue Operations, Enterprise Tech

More pipeline from existing traffic

Challenge

Form conversion rates are stuck at 2-3%

Solution

Direct booking removes friction, captures intent at peak moment

Outcome

3x meetings from same website traffic, 85% show rate

Key metric

Meetings booked per 100 visitors

Eliminate scheduling overhead

Challenge

SDRs spend hours on calendar ping-pong instead of prospecting

Solution

Self-service booking with intelligent routing handles scheduling

Outcome

SDRs reclaim 5+ hours/week, focus on outbound

Key metric

Time from form fill to meeting scheduled

Clean data and proper attribution

Challenge

Manual booking creates data gaps and attribution blind spots

Solution

Automatic CRM logging with full visitor context and attribution

Outcome

Every meeting tracked with source, behavior, and intent data

Key metric

Meeting-to-opportunity conversion with full attribution

Enable Booking in Minutes

Add calendar links

Each rep adds their Calendly/Google/Outlook booking link to their profile

Set team calendar

Configure a shared booking link for fallback

Choose display mode

Embedded, new tab, or current tab

Add to workflow

Drop the booking node into your chat flow

Go live

Visitors start booking with full context

Book a Demo

Every Visitor to the Right Rep — Automatically

What is Warmly's Meeting Booking?

Forms Kill Conversion

Connection to Inbound Agent

Instant Booking, Seamless Experience

Route to the Right Calendar

Works With Any Booking Link

Full Visitor Context Before Every Meeting

What Teams See

Enable Booking in Minutes

Common Questions

Connect with Our Experts