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SMS, Text Messaging & WhatsApp for Salesforce: bulk SMS, MMS, WebChat, AI agents

Native SMS, WhatsApp & WebChat in Salesforce. AI agents, chatbots and bulk

Overview

Native multi-channel messaging in Salesforce: SMS, text messaging, WhatsApp, MMS, WebChat, one thread per record. Bulk SMS and group SMS from list views, reports, campaigns, Flow automation, and AI agents answering first for sales, service, marketing.

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See How SMS, Text Messaging & WhatsApp for Salesforce: bulk SMS, MMS, WebChat, AI agents Works

  • Native Salesforce SMS, WhatsApp & AI Agents Rated 4.9+ on AppExchange. Send and receive SMS, text messages, WhatsApp, MMS, WebChat and AI agent conversations inside Salesforce. Every message lives natively on the record, not in a separate tool.

  • Bulk & 1:1 SMS and WhatsApp Campaigns Launch high-volume SMS and WhatsApp campaigns from list views, reports and campaigns. Personalise with dynamic templates. Built for marketing, lead engagement and real-time customer support.

  • Unified Messaging Console on Every Record Manage every SMS, WhatsApp and AI agent conversation from one console tied to the Salesforce record. Full thread history, attachments and context. No tabs, no switching between systems.

  • AI Agents & Chatbots in Salesforce Qualify leads, answer FAQs and route messages with AI agents and chatbots. The agent replies in context, updates records and escalates to a person, all inside Salesforce. $0.19 per conversation.

  • Automation with Salesforce Flow Trigger SMS and WhatsApp from any Salesforce action or criteria using Flow and record-triggered automation. Automate follow-ups, alerts and reminders with no external sync and no custom code.

  • Alerts, Dashboards & Delivery Analytics Instant SMS and WhatsApp alerts for new leads, case updates and campaign events. Track delivery, open, click and response rates on real-time dashboards, natively in Salesforce.

  • Group SMS and Scheduled Sending Run group SMS conversations in the US and Canada. Schedule SMS and WhatsApp by time zone and business hours, with auto responses covering replies that arrive outside working hours.

  • Enterprise Security & Compliance ISO 27001:2022 certified, and we sign BAAs. Opt-in and opt-out at keyword, URL, record, org and time level, plus data masking, encryption, audit trails and Salesforce permission sets for GDPR and TCPA.

  • Pair with WorkDial for the Full Stack Add WorkDial for native Salesforce CTI, dialer and voice. Together, ValueText and WorkDial cover messaging and voice in one org from one vendor: SMS, WhatsApp and calls on the same record.

ValueText is a Salesforce-native messaging platform for SMS, text messaging, WhatsApp, MMS and WebChat, every conversation on the record. Send one-to-one SMS from a chat console on any record, bulk SMS and group SMS from list views, reports and campaigns, and automate SMS and WhatsApp in Salesforce Flow. Automate lead qualification, FAQs, routing and follow-ups with AI agents and chatbots, and escalate to a person at any point. Use dynamic templates, scheduling with time zones and business hours, auto responses and reminders. Every message, attachment and audio file is captured natively on the record, with conversation labels, reports and dashboards for SMS and WhatsApp performance. Opt-in and opt-out work at keyword, URL, record, org and time level. SMS-to-WhatsApp fallback routing picks the channel that will land. Numbers from $1 a month. ValueText is ISO 27001:2022 certified and signs BAAs. Data masking, encryption and file-type restrictions are built in, and opt-in and opt-out support GDPR and TCPA consent obligations. Deploy across sales, service and marketing to send alerts, qualify leads and run SMS and WhatsApp programmes company-wide.

Categories

Business Needs
Sales
Customer Service
Telephony
Industries
Education
Financial Services
Professional Services
Personas
Administrator
Business Operations Manager
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

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