Artisan AI Pricing: Is It Worth It In 2026? [Reviewed]
Time to read
Alan Zhao
Everything is metered in credits, and one leaves your balance whenever Ava does something real, from pulling a lead to fielding the reply that comes back.
Below I’ll go over the tiers one at a time, then run two real team setups through the credit costs so the yearly number stops being a guess.
➡️ At the end, I'll point you to an alternative, Warmly (that's us!), which works both ends of the funnel: it catches the warm visitors already on your site and runs your outbound, all off one identification layer that's live from day one.
TL;DR
Two numbers decide your bill: the size of your monthly credit pool, and the tier that sets that size. A credit goes each time Ava completes a task, so richer enrichment and longer sequences drain the pool quicker.
A real free plan exists (300 credits a month, no card), alongside a 30-day trial that drops 10,000 credits, about $300 of value, into every new account.
Paid tiers bill annually at 10% off: Intern at $250/mo (12K credits), Employee at $600/mo (30K credits), then a custom Enterprise tier for bigger volumes.
For teams that want more than outbound, Warmly offers the best alternative to Artisan with its native person-level identification, live on-site chat, and both GTM motions running from one data model, with a free tier you can point at real traffic before spending a cent.
How does Artisan calculate its pricing?
Here’s how Artisan calculates its pricing:
Credits: Every credit maps to something Ava did for you, and lighter jobs draw fewer than heavy ones.
An email enrichment costs 2 credits. A full end-to-end campaign runs about 22 credits for each person contacted, a phone number lookup is 10, de-anonymizing a website visitor is 4, and an autonomous reply is 2.
Each plan comes with a credit allotment per billing period, and that allotment is the figure to keep an eye on.
Sending infrastructure: Mailboxes and phone numbers fall outside the credit system and get billed in dollars. So the sticker price on the plan isn't the full spend.
Billing cycle: Every published price assumes annual payment, which shaves 10% off the monthly rate. Pay by the month, and it costs more.
Rollover: Month-to-month credits roll into the next period if you don't use them. Annual plans front-load the whole allocation, but whatever's left when the term ends disappears.
Running dry: Hit zero, and new enrollments simply pause, so nothing surprises you on the invoice, while sequences already moving keep going. You can then top up whenever, or jump a tier.
The free plan comes with 300 credits per month, and you can start without a credit card.
You can look up leads, run enrichments, and try the agent swarm research, but campaigns, deliverability tooling, and integrations stay behind a paid plan.
The trial is separate: 30 days, 10,000 credits (roughly $300 of value), full feature access, and again no card up front.
There are two factors worth knowing:
That 10K grant only goes to brand-new customers, one per company, so anyone who joins later shares it.
And if no card is on file by day 30, the account slides down to Free, and your campaigns stop.
Campaigns, integrations, and deliverability tooling all sit behind a paid tier, so you can treat Free as a way to kick the data around before spending anything.
Artisan's Intern plan
Intern starts from $250/mo when billed annually, so $3,000 across the year, for 12,000 credits a month.
It carries all of Employee plus the operational muscle:
Forward-deployed implementation.
A campaign strategy session.
A dedicated CSM and Slack channel.
SSO, SAML, advanced security controls, and audit logs.
Once you're past fifty positive replies a month, and security wants sign-off before anything ships, the Enterprise quote is the next step.
What would Artisan cost your team to run?
Let’s go over two common setups, with the annual number and what that credit pool stretches to:
A founder or lone SDR on cold email, no calling: Intern, $3,000 a year, 12,000 credits a month.
At roughly 22 credits per person for a full campaign, that pool reaches around 545 contacts a month before you'd need to top up.
A small team going multichannel with calls in the mix: Employee, $7,200 a year, 30,000 credits a month.
Phone is the twist here. Each number lookup adds 10 credits to the campaign cost, lifting the per-contact figure from about 22 toward 32, which pulls that 30K pool down from roughly 1,360 contacts to closer to 940.
The wildcard going in is how fast the credits burn.
A campaign sits near 22 credits a head, but that number drifts with how much enrichment and personalization you layer on, so two identical-looking months can bill differently depending on how hard Ava worked.
⚠️ You’ll want to map your real volume and channel mix against the credit costs before signing.
Warmly is worth a look if the AI-runs-my-outbound idea appeals, but you'd rather not ignore the buyers already on your site with their hand up, well before anyone cold emails a stranger.
Here’s how our platform works:
One agent takes the site (naming visitors, chatting, popping offers, chasing the ones who slip off); another takes everything after the click (qualifying accounts, reading intent, mapping who signs off, running the sequences); and a shared graph underneath keeps them straight on what's already happened.
Full disclosure: Warmly is our product, so take this section with the appropriate pinch of salt.
Let’s go over the features that I think make Warmly the best alternative to Artisan AI in the market:
Person-level website visitor identification
Warmly identifies anonymous visitors down to the individual person, with their work email, title, seniority, and LinkedIn pulled onto one record.
And this is the signal engine that keeps your outbound warm.
The way it works is that you plug Warmly in, and a matched prospect who visited your website turns up on a single record with their work email, title, seniority, and LinkedIn already filled in.
On regular B2B traffic, that normally lands about 65% of companies and about 15% of people, though the rate moves with traffic source and where the visitor is based.
The full pipeline (identification through enrichment and scoring) runs in under three seconds.
Your sales team can follow up with the head of RevOps who spent five minutes on your pricing page, not with "this software company stopped by."
Inbound Agent (AI chat and live human handoff)
The Inbound Agent covers the half of the funnel traditional AI SDRs leave alone: what happens while the interested prospect is still on the page.
As the visitor is already identified, the opening line draws on their CRM record and what they've been reading, so it lands on something relevant, not a blank "hi there."
A good-fit visitor books a slot on the right rep's calendar straight from the chat, with no form in the way.
When one of your human reps takes over, the whole thread goes with them, so the visitor never repeats what the bot already heard.
Warmly also ships an AI 24/7 Video Chat Agent that engages visitors with human-like video to deliver personalized demos and qualify leads at any hour.
TAM Agent (AI SDR and outbound orchestration)
Once a prospect leaves your site, our TAM Agent takes over the off-site work by pulling target audiences together, ranking accounts, surfacing the buying committee, enriching contacts, and running outbound over email and LinkedIn.
There are 4 pieces to it:
AI ICP Tiering: A model trained on your own closed-won deals sorts every account into Tier 1, 2, 3, or Not ICP, and tells you why it landed where it did.
Buying committee mapping: It looks past job titles to assemble the Champion, Decision-maker, Influencer, and Approver from org charts, job descriptions, and LinkedIn.
Outbound orchestration: Run it through reps, hand it to an autonomous AI SDR, or blend the two, with guardrails that keep it off open deals and anyone already mid-chat.
Signals Bundle: Bombora surges, G2 activity, funding news, fresh hires, and tech-stack shifts move an account's score, so reach-outs line up with what's happening inside it.
Picture one running file per account: the pages someone viewed, the emails your team sent, the call notes, the reasoning behind each move, and how the deal actually landed.
As both agents read from that same file, a chat can bring up the ROI calculator a visitor downloaded last week and the ten minutes they just spent on your integrations page, with no one hand-wiring a connection.
When you split identification, outbound, and chat across three vendors, that continuity is the first thing you lose.
On the integration side, Warmly runs native two-way sync with HubSpot and Salesforce, plus connections to Outreach, Salesloft, Slack, Bombora, G2, and the LinkedIn, Google, and Meta ad platforms, across more than 40 integrations.
Pricing
Warmly runs three paid plans on top of a free tier, and they stack as you take on more of the funnel.
Free: 500 de-anonymized visitors a month, real-time Slack alerts, and CSV export.
AI Web-Deanonymization: $10,000/year for contact and company-level identification, ICP filtering, lead routing, CRM sync, and retargeting across email, LinkedIn, and ads.
Inbound Chat: $20,000/year, which layers on the conversation: an AI Chatbot, Warm Calling for the live handoff, Warm Offers, and automated email follow-up.
AI Inbound Autopilot: $30,000/year, which extends Inbound Chat with unlimited AI Studio Agents, the Autopilot Agent, AI goal-setting and qualification, AI-generated mini-demo slides, AI-written follow-up, and auto-learning that sharpens chat over time.
Try Warmly for free
You can probably feel which way your team leans by now: one agent that's very good at going out, or a platform that also catches what's already coming in.
If it's the latter, you'd be switching on:
Person-level visitor identification, running from the moment the pixel loads.
An Inbound Agent that greets, qualifies, books, and wins back the ones who drifted off.
A TAM Agent handling ICP tiers, committee mapping, and the outbound itself.
A Context Graph so both sides pull from one shared history.
You can start with Warmly's free plan to put a name to your first 500 visitors, or book a demo if your team needs the full TAM and Inbound agent setup.
⚠️ Disclaimer: This article was last updated on the 10th of July, 2026, and if there's any misinterpretation of the information, please contact us, and we will fact-check it.
10 Best Salesloft Alternatives & Competitors [2026]
Time to read
Alan Zhao
This guide walks through the 10 strongest Salesloft alternatives for 2026, from the ones that turn anonymous traffic into booked meetings to the enterprise orchestration platforms your RevOps team runs the whole number on.
TL;DR
Warmly is the best Salesloft alternative in 2026 for mid-market B2B SaaS teams that want to catch the buyers already on their site, identifying them at the person level, engaging them on the page, and handing them to outbound warm, all off one Context Graph.
Teams that want a full enterprise revenue platform tend to weigh Outreach for sequencing depth and Gong for conversation intelligence and forecasting.
Teams that care most about all-in-one prospecting on a budget, or about handing the outbound motion to an autonomous AI SDR, tend to look at Apollo on the value end and 11x or AiSDR on the AI end.
What are the best alternatives to Salesloft in 2026?
The best alternatives to Salesloft in 2026 are Warmly, Outreach, and Apollo.
Below is the full shortlist of 10, with what each is best for and where pricing lands:
Tool
Best For
Pricing
Warmly
Mid-market B2B SaaS teams that want to identify anonymous website visitors at the person level, engage them on-site, and orchestrate outbound from one Context Graph.
Free plan; paid from $10,000/year.
Outreach
Enterprise revenue teams that want a mature sales engagement platform with deal management, forecasting, and conversation intelligence built in.
Pricing not public.
Apollo
Startups and growing sales teams that want a large B2B database, sequencing, and a dialer bundled at a self-serve price.
Free plan; paid from $49/month per seat.
HubSpot Sales Hub
Teams already committed to HubSpot that want sales engagement, forecasting, and AI agents native to their CRM.
Free plan; paid from $20/month per seat.
Gong
Enterprise revenue teams that want deep conversation intelligence and AI forecasting alongside their engagement motion.
Pricing not public.
Klenty
Mid-market SDR teams that want multichannel cadences with a strong parallel and power dialer.
Starts from $50/month.
Reply.io
SMB teams and agencies that want AI-assisted multichannel sequencing with built-in deliverability tooling.
Starts from $49/month.
Amplemarket
Sales teams that want an AI copilot to surface buying signals and run outbound from one all-in-one platform.
Starts from $600/month.
11x
Teams that want autonomous AI digital workers to run outbound and phone outreach with minimal human input.
Pricing not public.
AiSDR
Founders and lean teams that want an AI SDR focused on lead quality, not raw volume.
Starts from $200/month.
#1: Warmly
Warmly is the best alternative to Salesloft in 2026 for mid-market B2B SaaS revenue teams whose pipeline leans on website traffic that Salesloft can't act on.
Salesloft engages the contacts you've already captured; Warmly covers the stretch before that, turning anonymous visitors into named opportunities your reps can work:
It resolves who the anonymous visitor is, at the person level.
Its Inbound Agent talks to them live, on the page.
Its TAM Agent carries the outbound once they've gone.
Its Context Graph keeps every one of those moves on a single scoring model.
Full disclosure: Warmly is our product, so read this section with that in mind. My aim is a fair argument of when Warmly is the right move for a team leaving Salesloft, and when it isn't.
Warmly won't replace a cadence engine or a forecast. If the reason you're shopping is a faster dialer or cleaner pipeline math, a few tools lower down suit you better.
The distinction worth holding onto is about timing.
Salesloft goes to work once a contact already exists in your systems, whether that's a lead in the CRM or a deal on the board.
Warmly goes to work a step before that, on the buyer who hasn't entered any of those systems yet.
Let’s go over the features that I think make Warmly the best alternative to Salesloft in the market:
Person-level website visitor identification
A cadence tool can only touch a contact that's already in it.
The person quietly comparing your plans right now is invisible to Salesloft until they hand over their details, which most never do.
Warmly removes that blind spot.
Our website visitor identification software ties an anonymous session to a real individual and writes that person into your CRM with what a rep needs to say something useful: their name, their role, how senior they are, and a link to their LinkedIn.
On an ordinary B2B site that normally lands about 65% of companies and about 15% of people, though the rate moves with traffic source and where the visitor is based.
Even so, the follow-up changes character entirely: a rep reaches out to Dana in RevOps about the plan comparison she ran twice this week, not to "a fintech that spent some time browsing."
The full pipeline, identification through enrichment and scoring, runs in under three seconds.
Inbound Agent (AI chat and live handoff)
On the page itself, the Inbound Agent does the talking.
It starts the conversation already knowing who's on the other end, so the first line references their company and the thing they came to look at, which is a different experience from a bot asking a stranger how it can help.
The moment a human should take over, a rep steps into the same thread with the history intact, and the buyer is spared repeating everything they just typed.
Nothing sits behind a form.
A qualified visitor books time on the correct rep's calendar without leaving the chat, and a 24/7 video agent can carry the qualifying conversation live when the team is offline.
TAM Agent (AI SDR and outbound orchestration)
When the visit ends without a conversion, the off-site work becomes the TAM Agent's remit.
It assembles the account list, grades each one, reconstructs the buying group, enriches the contacts, and runs the outbound across email and LinkedIn.
This overlaps most with what Salesloft already does, so let me be precise about the difference.
Salesloft executes the cadence a rep sets up.
Warmly decides who enters the cadence and when, off live intent read by the same brain running the on-site chat, so nobody is working a list that went stale over the weekend.
Here are the parts pulling most of the weight:
AI ICP tiering: a model reads your closed-won history and grades every account from Tier 1 down to Not ICP, with the reasoning attached to each call.
Buying committee mapping: it rebuilds the Champion, Decision-maker, Influencer, and Approver from org data and LinkedIn, going past what a title filter alone would surface.
Outbound orchestration: send through your reps, an autonomous AI SDR, or a blend, with guardrails that steer clear of open deals and anyone mid-conversation on the site.
The Context Graph
Split these jobs across separate tools and they each see a fragment of the account. The Context Graph exists so they don't have to.
It holds one continuous record per account: the signals that arrived, the actions your team took, the reasoning behind them, and what came of each.
Both agents read from that record, which is how the chatbot can bring up the ROI guide someone downloaded in the spring and the minutes they just spent weighing your plans, with no integration wired in to carry the fact across.
How is Warmly different from Salesloft?
They solve two different halves of the same funnel.
Salesloft is a sales engagement and revenue orchestration platform.
Its strength is what happens after a contact enters your world: multichannel cadences, a solid dialer, conversation intelligence on every call, and the Rhythm engine telling reps which action to take next.
For a team whose whole motion runs on known contacts and pipeline inspection, that's a lot of value in one place.
What Salesloft doesn't do is tell you about the buyer who never filled out a form.
Most of your site traffic stays anonymous, and a cadence tool has nothing to act on until that person self-identifies.
Warmly's job starts there. It names the visitor, talks to them on the page, and only then feeds them into outbound, with the full context riding along the whole way.
Plenty of teams keep Salesloft for the cadence and add Warmly for the inbound identification layer Salesloft was never built to cover.
If you're consolidating and your pipeline leans heavily on website traffic, Warmly can carry more of the load on its own.
Pricing
Warmly runs three paid plans on top of a free tier, and they stack as you take on more of the funnel.
Free: 500 de-anonymized visitors a month, real-time Slack alerts, and CSV export.
AI Web-Deanonymization: $10,000/year for contact and company-level identification, ICP filtering, lead routing, CRM sync, and retargeting across email, LinkedIn, and ads.
Inbound Chat: $20,000/year, which layers on the conversation: an AI Chatbot, Warm Calling for the live handoff, Warm Offers, and automated email follow-up.
AI Inbound Autopilot: $30,000/year, which extends Inbound Chat with unlimited AI Studio Agents, the Autopilot Agent, AI goal-setting and qualification, AI-generated mini-demo slides, AI-written follow-up, and auto-learning that sharpens chat over time.
Pros & Cons
✅ Identifies real people on your site, not just the company behind the IP.
✅ Chat, outbound, identification, and routing all run off one shared account model.
✅ Two-way HubSpot and Salesforce sync out of the box.
✅ Open intent scoring built from first, second, and third-party signals.
✅ Live chat a rep can take over without losing the thread or the context.
✅ Reaches identified visitors while they're still on the page, not a week later.
❌ Not a cadence or forecasting replacement for pure outbound teams.
❌ The jump from free to the first paid tier can be large for small teams.
#2: Outreach
Best for: Large sales orgs that have outgrown a basic sequencer and need deal management and forecasting under the same roof as their outreach.
Apollo folds the data provider, the sequencer, the dialer, and the enrichment layer into one platform, which is what makes it the value pick for teams that would otherwise buy those separately.
Its database of contacts and companies is the anchor, with outbound and deal tools built around it.
Gong is a revenue intelligence platform that records and analyzes what happens on customer calls and in email threads, then turns those conversations into coaching and forecasts a team can act on.
It started out as call recording and has grown into a broader Revenue AI system that now includes a sales engagement layer and forecasting of its own.
Conversation intelligence: Records, transcribes, and analyzes calls and meetings, surfacing what moved a deal forward and what stalled it.
Gong Engage: A sales engagement layer with AI-drafted emails, sequences, and a dialer, all built on the underlying conversation data.
Gong Forecast: AI forecasting and deal inspection that pressure-tests pipeline against signals pulled from real interactions.
Revenue Graph and agents: A unified data layer feeding specialized AI agents for coaching, deal review, and CRM updates, with bi-directional Salesforce, Dynamics, and HubSpot sync.
Pricing
Gong does not disclose pricing publicly; you'll need to contact their team for a quote.
Pros & Cons
✅ The deepest conversation intelligence in the category, with a long enterprise track record.
✅ Forecasting and deal inspection grounded in real interaction data, not just CRM fields.
✅ Bi-directional sync with Salesforce, HubSpot, and Dynamics, plus more than 300 other integrations.
❌ Pricing is not public.
#6: Klenty
Best for: SDR teams that make a high volume of calls and want a serious dialer without paying enterprise sequencer prices for it.
Reply.io leans hard into AI and deliverability, letting teams buy domains, spin up unlimited mailboxes, and warm them inside the same tool they send from.
It also sells a standalone Jason AI SDR for teams that want to hand the outbound off entirely.
11x does not disclose pricing publicly; you'll need to contact their team for a quote. Deployments run on annual contracts sized to the volume of outreach.
AiSDR is the accessible entry point into the AI SDR category, with an agent called Ami that researches prospects in real-time and reaches out in messaging tuned to your voice.
It's HubSpot-native and built to get a lean team sending within an hour.
Ami AI: a GTM agent that researches contacts across many sources and drafts tailored outreach.
Multichannel outreach: email and LinkedIn steps in configurable sequences, with call steps available.
Native HubSpot sync: two-way integration out of the box, with Salesforce sync on higher tiers.
Turnkey setup: email infrastructure and warmup handled for you at signup.
Pricing
AiSDR has 3 plans that you can choose from:
Solo: $2,400/year, 200 AI-researched contacts a month, 1 user, 3 mailboxes, and 1 LinkedIn account.
Explore: $8,640/year, 800 AI-researched contacts a month, unlimited users, 6 mailboxes, plus LinkedIn signals and a dedicated GTM engineer for onboarding.
Scale: $24,000/year, 2,500 AI-researched contacts a month, two-way Salesforce sync, AI video and voice notes, and website visitor tracking.
✅ The most accessible price of the AI SDR options here.
✅ Fast, self-serve setup measured in minutes on the entry plan.
✅ Native HubSpot sync from the lowest tier.
❌ The jump from Solo to Explore is a big one at $8,640/year.
Picking the right Salesloft alternative
Salesloft is very good at the job it was built for.
The cadence builder is one of the best in the category, conversation intelligence is native, the Salesforce integration runs deep, and Rhythm does real work telling reps where to spend the next hour.
For a team whose motion is built on known contacts and a tight forecast, that's a strong system.
Most of the alternatives here compete with Salesloft on the same ground, offering a cheaper or more automated take on the same sequencing.
However, all of them still wait for a contact to exist before they can act.
Warmly works the part of the funnel that comes before that.
It names the anonymous buyer on your site, talks to them while they're reading, and only then hands them to outbound, with the whole history attached.
For a mid-market team whose pipeline leans on website traffic, that's the gap Salesloft leaves open.
You can start with Warmly's free plan to put a name to your first 500 visitors, or book a demo if your team needs the full TAM and Inbound agent setup.
⚠️ Disclaimer: This article was last updated on the 10th of July, 2026, and if there's any misinterpretation of the information, please contact us, and we will fact-check it.
Swan AI Pricing: Is It Worth It In 2026? [Reviewed]
Time to read
Alan Zhao
Everything runs on credits, and a credit only leaves your balance when Swan does something for you, such as researching an account, enriching a contact, writing a message, or updating your CRM.
Below, I break each tier down, then push a few realistic team sizes through the credit math so you can see where the bill lands.
➡️ At the end, I'll introduce you to an alternative to Swan AI, Warmly (that’s us!), that lets you own the identification outright and ship the chat and outbound as agents that work from day one, with nothing to build first.
TL;DR
Swan's price is built from two things: credits and seats. A credit is spent each time an agent does a piece of GTM work. A seat is anyone who talks to Swan or approves its actions, while alerts and view-only access stay free.
There's no free-forever plan, though there is a free trial you can reach from every plan card.
The three published tiers all bill annually: Solo at $80/mo (650 credits), Starter at $160/mo (1,250 credits), and Growth at $336/mo (2,000 credits with an $80 platform fee on top).
Beyond those, a custom Scale tier covers higher volumes. Credits cost $0.128 each, roll over, and overflow top-ups run at 150% of your plan rate.
Warmly offers the best alternative to Swan AI for mid-market B2B SaaS teams that want native person-level identification, on-page chat, and outbound as ready-built agents, plus a free plan to run on live traffic first.
How does Swan calculate its pricing?
Swan's invoice has a few moving parts, and once they click, the tiers make sense fast:
Credits: Action credits cover the tasks a rep would normally handle, and Swan charges one credit per task, no matter how involved it gets.
Data credits are separate, spent when Swan pulls third-party data to enrich a lead, so they scale with how much enrichment you ask for.
Platform fee: Growth carries an $80/mo platform fee on top of its credits. Solo and Starter fold everything into one flat rate, with no separate fee.
Billing cycle: The published prices assume annual billing, which Swan says trims up to 20% off both the platform fee and the credit tiers. Pay monthly, and you'll pay more.
Rollover and top-ups: Unused credits don't vanish. On a monthly commitment, they roll up to twice your monthly allocation; on an annual commitment, they roll without a cap inside the 12-month term.
The feature set and the single seat match Solo exactly.
What you're buying is close to double the monthly credit pool, for the operator running heavier enrichment or more sequences than 650 credits can cover.
Swan AI’s Growth plan
Growth lands at $336/mo on annual billing. The page lists that as $4,023 a year. You get 2,000 credits a month, and the $80 platform fee is what sets this tier's math apart from the two below it.
When your usage outgrows the published credit pools, this is the conversation you'd have with their team.
What would Swan cost your team to run?
Here are a few realistic shapes, with the yearly figure attached:
One founder doing their own outbound, light on enrichment: Solo, $960 a year, 650 credits a month.
A single RevOps person running steady sequencing and heavier enrichment: Starter, $1,920 a year, 1,250 credits a month.
A five-person GTM team on HubSpot that wants permissions and faster support: Growth, $4,023 a year for the platform and all five seats, 2,000 credits a month. A sixth person who talks to Swan adds $20/mo, so budget about $240 a year for each seat past the five.
That same team burning through its pool before month-end: top-ups at 150% of the plan rate, so the overflow lands near $0.192 a credit, up from the $0.128 baked into the plan.
The number that's hard to forecast going in is credit consumption.
Action credits are predictable enough at one per task.
Data credits aren't, because how many you spend rides on how much third-party data each lead pulls, so two months on the same plan can bill differently depending on how hard your agents work.
⚠️ Swan doesn't publish a full credit-cost-per-action table, so the precise burn rate is the line I'd pin down before committing.
Are you looking for a Swan AI alternative?
Warmly is where I'd send a mid-market B2B SaaS team that likes Swan's agent idea but doesn't fancy spending its first month as a workflow architect, or renting out the part that matters most: knowing who showed up.
Two agents do the work, and a shared layer keeps them in sync:
The Inbound Agent owns the website: it identifies people, chats, fires popups, and retargets the ones who bounce.
The TAM Agent owns everything past the website: ICP scoring, intent, committee mapping, and sequencing.
The Context Graph stitches the two together and sharpens with every interaction.
Full disclosure: Warmly is our product, but the aim isn't to oversell it. It's to be straight about where Warmly fits a team leaving Swan.
Swan is a prompt-to-pipeline engine, where you describe a GTM workflow and it spins up agents that research, enrich, qualify, and reach out across your stack.
Its Gatto agent handles website visitors by plugging into providers like RB2B and Vector.
Warmly owns the identification and the engagement layer itself, then runs both motions off one data model.
If you're not sure about Swan, the differences below are the ones that count. 👇
Warmly names the person, not just the company
Warmly identifies anonymous visitors natively, down to the person, with their work email, title, seniority, and LinkedIn pulled onto one record.
You drop in the pixel, and matched visitors start showing up without anything else to configure.
That comes to around 65% of companies and roughly 15% of individuals on regular B2B traffic, with the real numbers shifting by traffic source and where the visitor is based.
The difference shows up in your reps' day: they follow up with Priya in RevOps, who was on your pricing page for four minutes, not "someone at a mid-size logistics firm dropped by" that other company-level visitor ID tools give you.
The Inbound Agent engages the prospects after identification
The Inbound Agent handles everything that happens on the page after the visitor is identified: it engages identified visitors with AI chat, qualifies them, and books meetings, all while they're still on the site.
As it already knows who's on your website and what page they’re looking at the moment, the first line draws on their CRM and intent history and opens on something that fits (not a generic greeting).
When a rep needs to take over, the chat hands off with the full thread attached, so the visitor never repeats what the bot already heard.
A good-fit visitor can book straight onto the right calendar from the chat, with no form and no SDR gatekeeping the slot.
Our platform also offers an AI 24/7 Video Chat Agent add-on, which is a photorealistic avatar that runs human-like video conversations around the clock to qualify leads and walk them through personalized demos.
The TAM Agent runs the off-site motion after the prospect leaves
The TAM Agent runs the off-site outbound motion by building target audiences, scoring accounts, mapping the buying committee, enriching contacts, and sequencing across email and LinkedIn.
Our agent picks up where the on-site work ends once a visitor has left the page.
Four pieces carry most of the weight:
AI ICP Tiering: a model trained on your closed-won deals sorts every account into Tier 1, 2, 3, or Not ICP and shows its reasoning.
Buying committee mapping: it reads past job titles to assemble the Champion, Decision-maker, Influencer, and Approver from org charts, job descriptions, and LinkedIn.
Outbound orchestration: route through reps, hand it to an autonomous AI SDR, or blend both, with guardrails that keep it off open deals and anyone mid-chat.
ML intent scoring: first, second, and third-party signals feed one transparent score that your team can see and adjust.
The Context Graph ties both agents together in a shared memory layer
The Context Graph is the shared memory that the inbound and TAM agents read from and write to.
It stores every account's full history in one structure, so the Inbound Agent and the TAM Agent are always working from the same version of the truth.
That history covers four things:
The buyer's activity.
Your team's actions.
The reasoning behind each one.
The result.
A chat can reference an ad the visitor clicked last quarter and the case study they opened this morning, because both already live in the same place.
How is Warmly different from Swan AI?
The main difference between Warmly and Swan AI is what you get out of the box when you sign up for the GTM platforms.
Swan offers an agent builder where you configure workflows, while Warmly ships two pre-built agents, a native identification layer, and a Context Graph that connects them, ready on day one.
With Swan, your GTM team describes a workflow in everyday language, and it assembles the steps, picking tools and pulling identification from connected providers like RB2B and Vector.
Nothing is pre-set by the looks of it, so the team defines every play, which is what teams that want full control are paying for.
Warmly does the defining for you.
Our Inbound Agent converts on-site visitors, the TAM Agent runs outbound, and both pull person-level identification and intent from the same Context Graph, with no workflow-building required to start.
Warmly’s pricing
Warmly runs three paid plans on top of a free tier, and they stack as you add more of the funnel.
Free: 500 de-anonymized visitors a month, real-time Slack alerts, and CSV export.
AI Web-Deanonymization: $10,000/year, 10K credits a month, contact and company-level identification, ICP filtering, real-time Slack alerts, lead routing, CRM sync, and retargeting across email, LinkedIn, and ads. Chat doesn't live on this tier; it starts at Inbound Chat.
Inbound Chat: $20,000/year, which layers on the conversation: an AI Chatbot (one AI Studio Agent), Warm Calling for the live chat handoff, Warm Offers, chat metrics, and automated email follow-up.
AI Inbound Autopilot: $30,000/year, which extends Inbound Chat with unlimited AI Studio Agents, the Autopilot Agent, AI goal-setting and qualification, AI-generated mini-demo slides, AI-written follow-up, and auto-learning that sharpens chat performance over time.
Try Warmly for free
By now, you can probably tell whether the build-it-yourself route or the ready-built route suits your team.
Here’s what Warmly puts in your GTM team’s hands:
Person-level visitor identification.
An Inbound Agent that chats, qualifies, books, and circles back to the ones who slipped away.
A TAM Agent running ICP scoring, committee mapping, and outbound.
A Context Graph that lets both sides learn from one shared history.
You can start on the free plan with 500 identified visitors a month, or skip ahead and book a demo if you already want both agents live.
⚠️ Disclaimer: This article was last updated on the 2nd of July, 2026. If anything here has been misread, contact us, and we'll fact-check it.
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