ValueText : SMS, WhatsApp for Salesforce: bulk SMS, WebChat, AI agents, Chatbot

Highlights

• 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.

What ValueText : SMS, WhatsApp for Salesforce: bulk SMS, WebChat, AI agents, Chatbot does

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.

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