How To: Create a Warm Call Bot in Hyperbound

Last updated: August 25, 2026

Summary

Learn how to create a Warm Call Bot that simulates relationship-based sales conversations. Warm call bots differ from cold call bots by incorporating prior context and engagement history, helping reps practice value-driven, consultative selling.

🛠 Tools Required

  • Hyperbound Admin access

  • Familiarity with the Cold Call Bot creation process

  • Custom scenario details for warm calling

Step 1: Go to “Create New Bot”

  1. Navigate to the Create New Bot section in Hyperbound.

  2. Select the Warm Call option.

    • This process closely mirrors the cold call bot creation.

Step 2: Define the Bot Brain

  • Define key conversation parameters:

    • Who you're calling (e.g., VP of Sales)

    • Your company (e.g., Hyperbound)

    • The target company (e.g., Infotech with 50 salespeople)

  • Click Generate to build the bot’s initial draft.

Step 3: Add Warm Call Context

  • Warm calls assume prior contact or interest.

  • Use examples like:

    • “Saw you at [event]”

    • “We have a mutual contact…”

    • “You filled out a form on our website…”

  • Add this information in the Basic Details section.

Step 4: Customize Details

  • Fill in or adjust the following (auto-filled by AI but editable):

    • Personal Details

    • Company Info

    • Org Structure

    • Sales Priorities

    • Objections (customizable)

    • Opinions (e.g., awareness level, industry insight)

Step 5: Create a Custom Scorecard

  • Use a custom scorecard tailored for warm calls.

  • Focus scoring on relationship building, trust signals, and needs discovery.

  • A link is provided in Hyperbound for learning more about scorecards.

Step 6: Publish the Bot

  • Once all fields are completed, click Publish to launch the Warm Call Bot.

📝 Notes

  • Warm bots simulate more nuanced interactions than cold calls.

  • Ensure scenarios are realistic and aligned with your buyer journey.

  • Revisit your cold call bot module if you need a refresher on the setup process.

If you have any other questions, feel free to reach out to the HyperBound team, either via the chat button, or email us at help@hyperbound.ai.