Outbound Chat: Quick Start Setup

Out-of-the-box playbook to get started with Warmly's Outbound Chat feature end-to-end in under 10 minutes

Maximus Greenwald avatar
Written by Maximus Greenwald
Updated over a week ago

Setup Time: 10 Minutes


Warmly has created this quick start setup guide in order to help you get started using our Outbound Chat tool immediately post-implementation. Within 10 minutes, you will have Outbound Chat set up end-to-end. Warmly has provided you with specific prompting copy that you can use out of the gate, and tailor to your business needs over time.


As seen in Warmly’s ROI analysis of Outbound Chat (and depending on many variables including website traffic), you should be targeting 1,000 AI Chat messages with the feature and should be receiving 10 booked meetings from those touchpoints, generating substantial run-rate ROI every month.

Warmly Setup

Go to the Chat tab within Settings in your Warmly dashboard. Create a New Workflow.

Name and Tag your New Workflow. Click Edit Audience and Conditions to set WHO can see the Chat and WHERE they can see it. You can also edit WHO SENDS the Chat.

Ideas for segments to add:

Once you complete Triggers, click the + button at the bottom of the Workflow, select Send AI Message.

For Message 1, copy/paste the below message into the Prompt section. Type a backup message for the rare times that ChatGPT is down.

Say hey, their first name only (if you have it, if not just say hey), and make a comment about the page the person is currently on. Don't say "Need any assistance". Don't say hey, company name.

Keep it to 11 words or less. Keep the tone casual. Lowercase the first letter in the sentence. Don't include any notes, disclaimers, or error messages. Don't include any quotations.

Examples of text to use:

1. hey Steve! Saw you're on our pricing page. LMK if you have questions?

2. hey Steve! Saw you're on our case studies page. Anything interesting?

3. hey Steve! Saw you're checking out our blog page. What do you think?

Use only 1 emoji

For Message 2, copy/paste the below message into the Prompt section. Type a backup message for the rare times that ChatGPT is down.

Ask them why they're checking out the site? Don't say hello or hey or make any sort of greeting.


"Just curious what prompted you to check us out?"

Make the tone extremely casual. Don't include any emojis. The message should be in 10 words or less.

Setup Slack Notifications for Chat Replies

  1. Create a Slack channel and name it ‘warmly-ai-chat-notifications’.

  2. Integrate it with Warmly in the Slack tab.

  3. After integrating, you can add a Slack notification to your Chat workflows using the + button within the workflow setup

Want to add a custom video chat bubble?

  1. Go to the Chat tab and briefly toggle Chat to ACTIVE.

  2. Under "Settings & Brand," go to the GREETING section and select VIDEO GREETING

  3. Select Default company video, select Upload video.

  4. Select Turn my camera ON, record a brief (2 second) video of you waving and smiling, then click Upload recorded video.

  5. Turn Chat back OFF (the video will save for AI Chat).

  6. Make sure that the same person who is the Default Warm AI Chat User in the Warm AI Chat tab recorded the video.

This article was written by the Customer Success team at Warmly. Please feel free to reach out to your CSM directly or [email protected]

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