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Agent guide: CLI and SDK instructions →

1. Have your context ready

Have a Warmly Website Visit Contact source, qualification and suppression rules, and a reviewer destination.

2. Ask your agent

Paste this into your agent, then provide your task and example inputs when it asks:
Complete any requested sign-in yourself. Give the agent the missing information before approving execution. Provider-backed work can incur usage.

3. Review the result

The intended person is established and the event reaches the review destination with its evidence. A company-only event is not silently converted into a known person. Ask your agent:
Approve a larger job, recurring work, or external changes only after reviewing that decision.

Check your understanding

Does a website visit establish consent or purchase intent for automatic outreach?
No. Treat it as an observed event. Apply the separate identity, eligibility, ownership, and approval policies.