MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Native Salesforce SMS, WhatsApp, WebChat, AI Agents and Chatbots - ValueText

By ValueText | WorkDial

Native SMS & WhatsApp in Salesforce with AI Agents, Chatbots & Bulk

Starting at $7   USD/user/month

Discounts available for nonprofits

Industries
Education
Financial Services
Professional Services
Business Need
Sales
Customer Service
Telephony
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Marketing 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. AI Agents for SMS, WhatsApp and WebChat

  • Customer Testimonial: Why This Real Estate Team Chose ValueText for Salesforce Messaging

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, and WorkDial is its calling app — together, the complete Salesforce-native communication stack. With ValueText, send and receive SMS, WhatsApp, Webchat, and AI Agent messages directly in Salesforce, from one-to-one conversations to bulk texting, automation, and bots. With WorkDial, click to call from any record, run a power dialer, or place WhatsApp Business voice calls — every call, recording, transcript, and sentiment lands as a native Salesforce record as it happens. AI call analysis is included in the seat, telephony is bring-your-own-Twilio at cost, and there is no seat minimum. Used by sales, marketing, and support teams in over 40 countries, including Yamaha, Fujifilm, and Legrand, across Technology, Financial Services, Insurance, Education, Healthcare, Real Estate, Government, and more. We listen to our customers and never stop improving, with multiple major releases every year — just read the numerous 5-star reviews from our happy customers. BOOK YOUR PERSONAL DEMO TODAY: https://valuetext.io/demo https://workdial.io/meet

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

More From This Provider

WorkDial: Salesforce CTI | Power Dialer | AI Call Analytic | Twilio Call Adapter
by ValueText | WorkDial
Salesforce-native CTI, dialer, and WhatsApp Business calling with AI call analysis built in. Every call and transcript becomes a native Salesforce record the moment it happens. Click-to-call, power dialer, IVR, recording, and BYOA telephony at cost.