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WorkDial: Salesforce CTI | Power Dialer | AI Call Analytic | Twilio Call Adapter

Salesforce-native dialer, WhatsApp Business calls, and AI call analysis

Overview

See How WorkDial: Salesforce CTI | Power Dialer | AI Call Analytic | Twilio Call Adapter Works

  • Native Salesforce CTI, not an integration Built as a native Salesforce managed package on Lightning. No plugins, iFrames, middleware, or sync layer. Every call and transcript becomes a native Salesforce record the moment it happens.

  • AI call analysis, included Transcripts, sentiment, and summaries are written to the call record automatically. Transcripts at every tier; full analysis from Professional up. No add-on, no per-minute AI fees.

  • WhatsApp Business calling Place WhatsApp Business voice calls from any Salesforce record, alongside standard telephony. Reach customers on the channel they answer, logged like every other call.

  • Click-to-call and power dialer Call from any record with one click, or run a power dialer through a list. Screen pops, call controls, and dispositions live inside Lightning Experience.

  • Automatic call logging Calls, outcomes, notes, and recordings log themselves to Salesforce in real time. Reps stop typing after-call notes, and your pipeline data stays complete.

  • BYOA telephony at cost Bring your own Twilio account and pay the carrier directly, at cost, with no WorkDial markup on minutes. Trial calling is provided so you can start before setting up Twilio.

  • Your data, your org Records are native to your Salesforce org, and you choose where recordings live: native Salesforce Files, your own Twilio, or your own cloud storage. WorkDial keeps no copy of its own.

  • Recording, IVR, and routing Record calls, route with IVR and queues, and give supervisors live monitoring and barge-in. Everything a Salesforce-only team needs, without a separate phone system.

  • Live in a day, trial free Install from AppExchange and connect in a day, not months. Start a 14-day free trial of Professional with AI call analysis on, no credit card required.

WorkDial is a Salesforce-native CTI platform. The dialer, WhatsApp Business calling, and AI call analysis run inside Salesforce, not integrated with it. Native by architecture Every call, transcript, and summary becomes a native Salesforce record the moment it happens. No sync lag, no second system of record. Your records live in your org, you choose where recordings live (including native Salesforce Files), and WorkDial keeps no copy of its own. What you get Click-to-call and a power dialer from any Salesforce record. WhatsApp Business voice calls, alongside standard telephony. AI call analysis included: transcripts, sentiment, and summaries. Automatic call logging: no manual after-call notes. Call recording, IVR, routing, and supervisor monitoring. BYOA telephony: your own Twilio, at carrier cost, no markup. Works in Lightning Experience, Professional edition and up. Most teams are live in a day. Start a 14-day free trial of Professional, no credit card required. Built by the team behind ValueText, the Salesforce-native messaging platform (4.97 stars, 100+ AppExchange reviews).

Categories

Business Needs
Sales
Customer Service
Telephony
Industries
Engineering, Construction, & Real Estate
Financial Services
Professional Services
Personas
Administrator
Business User
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
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
Managed Package
Lightning App Builder
Salesforce Mobile

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