AI in Warmly FAQ

Last updated: December 29, 2025

Warmly is a AI Go-To-Market platform that uses AI in our services to provide an excellent, efficient & unique service to our customers. Warmly uses AI in 3 primary places:

To generate messaging. We can create custom AI messages with your prompting/training for chat, email & more. Our AI can send 1-off messages or ongoing conversations with your prospects.
[Starting Q2 2025] To filter your warm leads. We can find your best-fit leads by prompting an AI model with publicly available information about your company on the web & if granted access, the list of your happy customers + worst customers so we can find the most likely prospects to convert
AI via partner services. If you integrate with our AI SDR partner 11x, you can have their AI continuously take your warm leads and reach out to them to book meetings.

All use of AI in Warmly is optional and can be disabled. All AI in Warmly uses OpenAI’s latest models (OpenAI Terms of Use here).

Frequently Asked Questions (FAQ) on Warmly.ai’s Use of AI

1. What is Warmly.ai, and how does it use AI?

Warmly.ai is a cutting-edge AI-powered platform designed to enhance sales and marketing efforts through intelligent chatbots and automated messaging. Our AI helps businesses engage prospects, qualify leads, and personalize customer interactions efficiently.

2. Does Warmly.ai use customer data for training AI models?

No. We only collect website & cross-internet prospect information and this is not use for AI model training.

[Q2 2025] What we do offer, however, is AI Lead Scoring but only if you grant us access to use your CRM account information to find your best-fit customers. In this instance we collect Deal Name, Deal Amount, Deal Prospects (names, emails, etc.) and length of deal. We do not consider this to be customer data (eg login information, PII), but rather your deal information. This information is unique to your model and is not used in aggregate for larger scale model training.

What we consider Deal Information (used for AI Lead Scoring): deal information is information about your customer, but is not your customer’s data. This includes Deal Name, Deal Amount, Deal Prospects (names, emails, etc.) and length of deal. This is not confidential or sensitive to your customer.
What we consider Customer Data (not used for AI Lead Scoring): customer data is data that is private to your relationship with your customer. Warmly as your data vendor should not receive any Customer Data intentionally. This data make include login credentials, sensitive personally identifiable information, proprietary business or system data about the customer, or interactions within your product with your customer that you store on their behalf.

3. How does Warmly.ai ensure data privacy and security?

See our Privacy FAQ, security portal & compliance information

4. Is Warmly.ai’s AI fully automated, or does it involve human oversight?

Warmly’s AI can be fully tested, prompted & trained by human oversight. Human input is critical to being able to offer realistic messaging

5. How does Warmly.ai prevent bias in its AI models?

Warmly uses OpenAI for all its AI. OpenAI is committed to identifying and mitigating biases in its AI models through a multifaceted approach that encompasses data handling, model training, and continuous evaluation. Key strategies include:

A) Diverse and Representative Training Data

Bias in AI often originates from skewed training data. OpenAI addresses this by curating datasets that reflect a wide range of perspectives and demographics, aiming to reduce the risk of biased outputs. This involves careful examination and augmentation of data to ensure diversity and representativeness.

B) Fairness-Aware Algorithms

Incorporating fairness constraints during model training is essential to prevent discriminatory behavior. OpenAI employs techniques such as adversarial debiasing, where an adversarial network is trained alongside the primary model to minimize biases related to sensitive attributes. This approach helps in promoting equitable treatment across different demographic groups.

C) Reinforcement Learning from Human Feedback (RLHF)

OpenAI utilizes RLHF to fine-tune models based on human evaluations. By collecting feedback on model outputs, particularly those that may reinforce stereotypes or biases, the models are adjusted to align better with ethical guidelines and societal values. This iterative process enhances the model's ability to generate unbiased and contextually appropriate responses.

D) Transparency and User Feedback

OpenAI acknowledges that its models, including ChatGPT, are not free from biases and stereotypes. The organization encourages users and educators to critically assess AI-generated content and provide feedback. This collaborative approach aids in identifying biased outputs and informs ongoing efforts to improve model fairness.

E) External Audits and Collaboration

Engaging with external experts and conducting third-party audits are integral to OpenAI's strategy for bias mitigation. These collaborations provide independent assessments of AI systems, helping to identify and address biases that may not be apparent internally. Such partnerships enhance the credibility and effectiveness of bias reduction initiatives.

F) Continuous Monitoring and Iteration

Bias mitigation is an ongoing process. OpenAI commits to regular monitoring of its AI systems, applying updates and refinements as new biases are identified. This dynamic approach ensures that models evolve in alignment with emerging ethical standards and societal expectations.

Category	Question	Answer
AI Control	What role does human oversight play in AI messaging and lead scoring?	Human oversight is essential. Users can review, refine, and adjust AI-generated messaging and lead scores to ensure alignment with their business needs.
AI Control	Can AI interactions be disabled?	Yes, all AI features in Warmly.ai are optional. Users can enable, disable, or adjust AI-powered functionalities at any time.
AI Control	What happens if AI makes a mistake in messaging or lead scoring?	Users can refine AI outputs by adjusting prompts, modifying training data, or providing feedback. AI messaging and lead scoring improve over time based on user input.
AI Performance	How does Warmly.ai prevent AI-generated inaccuracies (hallucinations)?	Warmly.ai relies on OpenAI’s models, which use reinforcement learning from human feedback (RLHF) to reduce inaccuracies. Users can review and refine AI-generated content before sending.
AI Performance	How often does Warmly.ai update or improve its AI models?	Warmly.ai continuously adopts OpenAI’s latest models to improve AI-generated messaging and lead scoring. Updates occur regularly to maintain high performance and security.
Compliance	How does Warmly ensure that AI-driven outreach doesn’t violate privacy laws?	Warmly.ai follows OpenAI’s terms of use and ensures AI-driven outreach aligns with data privacy laws such as GDPR and CCPA. We only use data that is publicly available or provided with consent.
Compliance	How does Warmly.ai ensure AI-generated messages comply with industry regulations?	Warmly.ai allows businesses to customize AI-generated messages to meet regulatory requirements. Users can also review and approve messages before sending.
Compliance	How does Warmly.ai comply with privacy regulations like GDPR and CCPA?	Warmly.ai ensures compliance by only processing data that users explicitly provide access to. Customers can manage, delete, or export their data upon request.
Data Usage	What kind of data does Warmly.ai use for lead scoring?	Warmly.ai analyzes publicly available company data and, if granted access, learns from past successful customer interactions to improve lead scoring. No sensitive customer data is used.
General	Who can I contact for more information about Warmly.ai’s AI usage and security?	For more details on AI usage, privacy, or security, please contact [[email protected]](mailto:[email protected]).
General	What is Warmly.ai, and how does it use AI?	Warmly.ai is an AI-powered platform designed to enhance sales and marketing through intelligent chatbots and automated messaging. Our AI helps businesses engage prospects, qualify leads, and personalize customer interactions efficiently.
Other	How does Warmly.ai use AI?	Warmly.ai enhances sales and marketing through AI-generated messaging, smart lead filtering, and AI-powered outreach. We use OpenAI models to create personalized messages and optimize lead targeting while ensuring compliance and security.
Other	How does Warmly.ai prevent AI hallucinations and inaccuracies?	Warmly.ai uses OpenAI’s reinforcement learning from human feedback (RLHF) to reduce hallucinations. Customers can also review and refine AI-generated content to ensure accuracy.
Other	Can customers disable AI features if needed?	Yes, AI use in Warmly.ai is fully optional. Customers can enable, disable, or adjust AI features at any time.
Other	How does Warmly.ai ensure compliance with industry regulations?	Warmly.ai allows businesses to customize AI-generated messages to comply with industry regulations such as GDPR, CCPA, and CAN-SPAM. Users can also review AI interactions for compliance purposes.
Other	Can customers control AI-generated messaging?	Yes, users can review, edit, and refine AI-generated messages before sending. AI messaging can also be customized to align with brand tone and compliance needs.
Other	Does Warmly.ai train its own AI models?	No, Warmly.ai does not train its own AI models. We leverage OpenAI’s pre-trained models, which are continuously improved through OpenAI’s rigorous validation processes.
Other	Who can I contact for more information on Warmly.ai’s AI usage?	For more details on AI usage, privacy, or security, please contact [[email protected]](mailto:[email protected]).
Other	Can customers fine-tune AI-generated responses?	Yes, users can refine AI-generated messaging by adjusting prompts, training the model on preferred responses, and providing feedback to improve future outputs.
Privacy	How does Warmly.ai handle sensitive or confidential information?	Warmly.ai does not review prospect<>AI conversations unless directed by the customer or for debugging purposes. Conversations are retained for customer review but can be deleted upon request.
Privacy	Does Warmly.ai share AI-generated data with third parties?	No, Warmly.ai does not sell or share AI-generated data with third parties. Data is only processed within Warmly.ai’s platform and OpenAI’s secure environment.
Privacy	Does Warmly.ai store AI-generated data?	Yes, AI-generated content is retained for customer review and optimization, but users can request deletion of their data at any time.
Privacy	Does Warmly.ai use customer data for training AI models?	No, Warmly.ai does not train AI models on customer data. We only process data that users provide access to and do not use it for large-scale AI training.
Privacy	What should users avoid sharing with AI models to protect privacy?	Users should avoid inputting sensitive personal information such as financial details, passwords, or proprietary business data.
Security	How does Warmly.ai ensure security in AI interactions?	Warmly.ai employs strict access controls, encryption, and authentication measures to prevent unauthorized access. Audit logs track all interactions.
Security	Can customers request an audit of AI-generated interactions?	Yes, customers can review past AI-generated messages and lead scores for auditing purposes and request data exports.
Security	Can customers audit AI-generated interactions?	Yes, Warmly.ai allows customers to review logs of AI-generated interactions for auditing and compliance purposes.
Security	How does Warmly.ai ensure data privacy and security?	Warmly.ai follows strict security protocols, including encryption in transit and at rest, SOC 2 Type 2 compliance, and GDPR/CCPA adherence. Customers can manage and delete their data as needed.
Tuning Options	Can users fine-tune AI-generated responses?	Yes, users can refine AI-generated messaging by adjusting prompts, training the model on preferred responses, and providing feedback to improve future outputs.
Tuning Options	Can customers customize AI-generated messaging?	Yes, Warmly.ai allows customization to ensure AI-driven messaging aligns with your company’s brand, compliance needs, and business objectives.
Tuning Options	What is the process for providing feedback on AI-generated interactions?	Users can review, edit, and provide feedback on AI-generated messages and lead scores. The AI learns from these inputs over time to improve accuracy and personalization.