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Native Salesforce SMS, WhatsApp, AI Agents and Chatbots - ValueText
Native SMS & WhatsApp in Salesforce with AI Agents, Chatbots & Bulk
- Industries
- EducationFinancial ServicesProfessional Services
- Business Need
- SalesCustomer ServiceMarketing Automation
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
Salesforce-native SMS and WhatsApp. Two-way texting from any record, bulk campaigns, AI agents and chatbots, and real-time alerts, all inside Salesforce. Rated 4.9+ and trusted by 250+ organisations worldwide.
Highlights
Native Salesforce SMS, WhatsApp & AI Agents Top-rated Salesforce-native messaging, rated 4.9+ on AppExchange. . Send and receive SMS, WhatsApp, and AI agent conversations from inside Salesforce. Every message lives natively on the record.
Bulk & 1:1 SMS and WhatsApp Campaigns Launch high-volume SMS and WhatsApp campaigns from list views, reports, or CSV uploads. Personalise with dynamic templates. Ideal for marketing, lead engagement, and real-time customer support.
Unified Messaging Console on Every Record Manage every SMS, WhatsApp, and AI agent conversation from a single console tied to the Salesforce record. Full thread history, attachments, and context — no tabs, no context switching.
AI Agents, Chatbots & ChatGPT Integration Qualify leads, answer FAQs, and route messages with AI agents and chatbots. The AI agent provides contextual replies, automates record updates, and escalates to humans — directly in Salesforce.
Automation with Flow, Apex & Triggers Trigger SMS and WhatsApp messages from any Salesforce action or criteria using Flow, Apex, or Process Builder. Automate follow-ups, alerts, and reminders — no external sync, no custom code required.
Real-Time Alerts & Smart Notifications Instant WhatsApp and SMS alerts for new leads, case updates, missed calls, and campaign events. Monitor performance with dashboards tracking delivery, open, response, and engagement rates.
Analytics Dashboards on Every Campaign Track SMS and WhatsApp performance with real-time metrics. Analyse delivery, open, click, and response rates natively in Salesforce. Optimise outreach and measure campaign ROI across your org.
Enterprise Security & Compliance GDPR, HIPAA, TCPA and SOC2 compliant. Opt-in/opt-out management, end-to-end encryption, audit trails, and Salesforce permission sets — every message meets enterprise communication standards.
Pair with WorkDial for the Complete Stack Add WorkDial for native Salesforce CTI, dialer, and WhatsApp voice. Together, ValueText and WorkDial form the complete Salesforce-native communication stack — voice and messaging, one org, one vendor.
Provider Details
ValueText | WorkDial
ValueText is the first multi-channel messaging app designed for Salesforce. We have built our product with a mission to improve customer communication by easily sending and receiving SMS, WhatsApp, and Telegram messages directly in Salesforce. Whether you need 1-to-1 conversations or bulk texting, powerful automation or bots, we have it all. ValueText is easy to use, quick to set up, and it comes with outstanding customer support at an affordable price. ValueText empowers sales, marketing, and support teams to better engage with your customers. Today, it is used by customers in over 30 countries, including well-known companies like Yamaha, Fujifilm, and Legrand. We have designed ValueText to serve any industry, and it is successfully used in Technology, Financial Services, Insurance, Communications, Education, Healthcare, Real Estate, Government, and more. At ValueText, we listen to our customers and never stop improving, so you can enjoy multiple major releases with new features per year. And don't take our word for it, simply read numerous 5-star reviews from our happy customers to see why they love ValueText. BOOK YOUR PERSONAL DEMO TODAY: valuetext.io/demo
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
• Salesforce-native SMS, WhatsApp and AI agents from $7/user/month • One-time onboarding by our implementation team: $399 Essential and Professional, $599 Advanced • No hidden charges, no charges for failed messages • Annual or monthly billing
Essential
$7 USD/user/month
Lowest Starting Price
Professional
$11 USD/user/month
Advanced
$21 USD/user/month