Deploy an All-Knowing AI SDR That Lives on Your Website
How Orum saves dozens of SDR hours per week by training Warmly AI Chat to answer prospects 24/7, without pulling reps off the phone.
The Problem
Demo request forms were Orum’s fallback, but they wanted something more real-time. Web chat was the obvious answer. The problem? SDRs are on calls, in sequences, or off the clock. Staffing chat in real time meant constant Slack interruptions, context-switching, and coverage gaps overnight.
“We were constantly battling with having to get our SDRs to man that chat,” says Justin Van Nostrand, Demand Marketing Manager at Orum. “SDRs are in calls, they’re not always available. We’re sleeping.”
The Play
Deploy Warmly AI Chat + AI Studio to create a 24/7 agent that knows your product cold, without pulling a single rep off the phone.
Step 1: Feed it everything
- Connect your full marketing site domain so the bot knows your positioning, use cases, and pricing.
- Add your help center too. Prospects ask long-tail, specific questions like “Can you integrate with Salesforce?” The help center fills those gaps.
Step 2: Guide the prompts
- Set guardrails around tone and intent. Orum’s bot was so eager to help it would go deep on troubleshooting. They tuned it to stay focused on converting, not fixing.
- Define what it should say (book a demo, explain use cases) and shouldn’t say (detailed troubleshooting, sensitive specifics).
Step 3: Review and iterate daily
- Each morning, review what the bot discussed with prospects overnight.
- Look for patterns: where is it winning? Where is it going off-script? Tweak the prompts based on what you see.
Step 4: Layer in orchestrations
- For prospects who engaged in chat, enroll them in a follow-up SDR sequence.
- Use Warmly orchestrations to ensure no chat engagement falls through the cracks.
The Result
Dozens of SDR hours saved per week, across the whole team, very easily. But the bigger win is focus.
SDRs no longer context-switch to monitor a chat window. They stay locked into call blocks, prospecting, and email, while the AI handles real-time site coverage around the clock.
“For them to just stay locked in and do their call blocks, hammer out prospecting, do emails and not have to be popping out to handle Slack messages of people on the site,” says Justin. “That’s really, really valuable.”
Questions?
Schedule a demo with our team to see our playbooks in action. Or, view more of our plays here.