Getting Started

Everything you need to start managing warm leads with HeyWarmLead in minutes.

Prerequisites

An AI assistant — ChatGPT or Claude (both are supported)

A HeyWarmLead account — sign up free, no credit card required

Create your free account to get started. Create your free account

Connect your AI assistant

Follow the guide for your preferred AI. ChatGPT or Claude

Create your first business

Ask your AI to set up a business. See the Managing Businesses guide for example prompts and tips.

Start adding leads

Use your AI to add leads, log touchpoints, and manage contacts. Learn more in the Managing Leads guide .

Once your account is set up, explore the docs:

Managing Businesses

Create and configure businesses for lead management.

Managing Leads

Add, tag, and advance leads through your pipeline.

Contacts & Identities

Manage contacts and link cross-platform identities.

Agents & Campaigns

Set up AI agents for automated lead generation.