Warm Cues is an AI-powered insights engine that analyzes your inbound chat conversations and generates a clear, strategic report on how your chat workflows are performing.

Powered by GPT-4o, it reviews your recent visitor sessions to surface patterns, trends, and actionable recommendations - so you can improve your chat strategy without manually digging through hundreds of conversations.

Most teams tend to set up a chat workflow and leave it, never knowing if visitors are actually engaging, dropping off, or converting. Warm Cues closes that gap.

Instead of guessing whether your chat is working, you get a plain-English analysis of:

• Which conversation patterns are resonating (or falling flat)

• How visitors are engaging across your workflows

• Where drop-offs happen in the chat funnel

• Actionable recommendations to improve performance

It's like having an analyst review your last 300 chat sessions overnight — without hiring one!

Before you start

• Warm Cues analyzes your inbound chat sessions, so make sure you have an active chat workflow with real visitor sessions before generating.

• The report can only be generated by your Warmly CSM. Please contact them to generate your Warm Cues report for you.            

How to Generate and View Chat Insights

Step 1: Go to Warm Cues

In your Warmly dashboard:

• Navigate to Inbound Agent -> Chat

• Open the Warm Cues tab

Step 2: Generate Chat Insights (Admins only)

If you have Admin access, you’ll see a Generate New Report button along with the timestamp of the last report.

Click Generate a New Report to start a new analysis.

Warmly will:

• Analyze up to 300 recent engaged chat sessions (visitors who responded to your chat)

• Update the status in real time (Queued → Processing → Completed)

Step 3: Review your insights report

Once the analysis is complete, your report will appear directly on the page as a structured summary. All types of users can view this report.

It includes:

• Conversation trends

• Visitor behavior patterns

• Workflow performance metrics

• Actionable recommendations

Use Cases

Here’s how you can use Warm Cues in your day-to-day:

1. Monthly chat health check
   Run Warm Cues at the start of each month to evaluate chat performance over the past 30 days. Use the insights to refine prompts, adjust routing, and optimize rep alerts for the next cycle.

2. Post-launch validation
   Launched a new chat workflow or tested a new greeting? Generate a report after a couple of weeks to measure impact, identify drop-offs, and see what’s working.

3. Sales & marketing alignment
   Share insights with your marketing team to highlight which visitor segments engage most with chat. Use these patterns to improve targeting and top-of-funnel strategy.