Salesforce Agentforce AI Agent SMS & WhatsApp Messenger App

Messaging App

Use SMS & WhatsApp Messenger App for Salesforce Agentforce AI Agent & Automation

Our SMS and WhatsApp Messenger App lets you manage customer conversations, set up instant replies, and send messages directly from Salesforce records. You get Agentforce AI agent integration, marketing automation, bulk and scheduled messaging, multimedia attachments, opt-out management, message templates, notifications, emoji support, and human takeover.

SMS & WhatsApp Messaging With or Without Agentforce AI Agents

As a Salesforce partner, we support you with Agentforce AI licensing, setup, and configuration, helping you unlock advanced automation and get the most from AI-powered messaging in your Salesforce environment.

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Use Agentforce AI Agent for SMS & WhatsApp Messaging

Agentforce AI Agent configuration

You can configure Agentforce AI agents tailored to your organisation's workflows and messaging needs. AI agents automatically respond to incoming SMS and WhatsApp queries, reducing manual workload and improving response times across sales, support, and marketing.

Agentforce Agent AI ChatBot

You can configure multiple Agentforce AI chatbots to manage conversations at scale. Your team can focus on high-value tasks while AI chatbots handle routine interactions.

Human Takeover from Agentforce AI Agent

You can take over conversations from an Agentforce AI agent instantly whenever human intervention is needed, ensuring a smooth customer experience without losing context.

Agentforce AI Agent Session Management

Your Agentforce AI agent sessions organise conversations into clear interaction periods, so you can easily manage ongoing and completed conversations. You control how long AI agents remain active, preventing unnecessary re-engagement while maintaining continuity. Every conversation shows you which AI agent handled it and the session status - giving you complete visibility, ownership, and control.

Agentforce AI Agent Phone Number Assignment

Our AI Messenger App lets you assign and manage multiple business phone numbers for Agentforce AI agents. You control which numbers run on AI and which your Salesforce users handle directly, supporting sales, support, and marketing interactions.

Agentforce AI Agent Salesforce Record Handling

You can have Agentforce AI agents engage in conversations linked to any Salesforce record or start conversations independently. Our AI Messenger App automatically identifies existing records or creates new ones based on your configuration.

Salesforce SMS & WhatsApp Messenger AI Agent & Automation Highlights

Use messaging with or without Agentforce AI agent, with easy human takeover
Send SMS & WhatsApp messaging directly from any Salesforce record
Manage live, two-way customer conversations inside Salesforce, with all messages organised in a central Message Inbox
Salesforce bulk messaging from List Views, Campaigns, or Reports
Consistent communication with reusable, approved templates
Automate and schedule Salesforce SMS based on record changes
Switch easily between SMS and WhatsApp channels
Support multimedia messaging by attaching images, files, or videos to conversations when needed
Respect communication preferences with built-in opt-out management
Receive notifications for incoming messages
Enhance conversations with emoji support

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Elevate Every Interaction with the Advanced Messaging App!

Salesforce SMS & WhatsApp Messaging, AI Agent & Automation Benefits

Communicate faster with leads and customers
Keep all conversations organized in Salesforce
Save time with automated text message service and templates
Reduce manual work and avoid switching between tools
Ensure secure, authenticated delivery of every message
Improve response rates with preferred channels
Scale outreach with Salesforce bulk messaging in a few clicks
Maintain clear visibility into who sent messages and when
Support responsible communication with delivery status and audit history
Scale outreach confidently while keeping control and accountability

Experience SMS & WhatsApp messaging with or without Agentforce AI agents inside Salesforce

Salesforce SMS & WhatsApp Messenger App Features

Conversation History

Our SMS and WhatsApp Messenger App organises your complete message history into clear conversation threads.

SMS & WhatsApp Messages Automatically Visible on Salesforce Records

All your SMS and WhatsApp messages are automatically displayed on the related Salesforce record for all users who have been given access. You and your team always see the latest conversation details with no manual sharing required.

Conversation View on Salesforce Records and Inbox

Our AI Messenger App gives you a familiar chat-style interface to manage one-to-one customer conversations directly in Salesforce records or through the Inbox. You get clear visibility into message timing, delivery status, and whether messages were sent by a user or an AI agent. You can take over any conversation whenever needed.

View Who Sent Each Message

You see exactly who sent each message, whether it was you, another user, an AI agent, a bulk campaign, or an automated process, giving you complete transparency across all your communications.

Conversation Session

Our App group your messages into conversation sessions, marked as active or expired. You can easily track ongoing and completed customer interactions with full message history.

Message Template

You can use message templates pre-approved by your manager or business stakeholders so you can send consistent, compliant communications that match your internal standards. Use them for bulk, automated, or one-to-one messaging, with personalisation through merge fields to make every message relevant to your customer.

Message Channel

You can communicate with your customers using widely adopted SMS and WhatsApp message channels directly within Salesforce. You get faster timely responses and more effective engagement.

Real-Time Message Delivery Status

You can see message delivery statuses - Created, Sent, Delivered, and Read - in real time. All your incoming and outgoing messages are instantly visible to you.

Message Opt-Out Management

You configure message opt-out rules once during setup, and our application applies them consistently across all your message types. Your messages respect organisational policies and recipient preferences with no manual record-by-record handling needed.

Message Emoji Support

You can use message emojis in both incoming and outgoing conversations to add clarity and tone. Emojis are organised by category with quick search, so you can find the right one without scrolling through endless lists.

Send Message Button

You can send messages directly from Salesforce records with a single click using the send message button. You can choose to send messages through a one-to-one conversation view or directly via the button, with optional automatic Salesforce Task creation for follow-up tracking and accountability.

Message Inbox on Salesforce Tab

You get a central Message Inbox within Salesforce to manage all your conversations in one place. You can filter messages by channel, Salesforce object, time period, AI agent, and conversation context to prioritise and respond quickly. You can open and pin important conversations, start new messages, and navigate directly to related Salesforce records - all without switching screens. All your Agentforce AI agents are also visible in the Inbox so you can see every conversation each agent has handled.

Message Inbox via Salesforce Utility Bar

You have access to the full message Inbox in your Salesforce utility bar. You get all Inbox features from any Salesforce app so you can manage conversations without switching to the Messenger App.

Incoming Message Salesforce Notifications

You can enable Salesforce notifications and email alerts for incoming messages, so you and your team never miss important customer conversations.

Automation & AI Automation for SMS & WhatsApp Messaging, Including Marketing Automation

AI Automation for Messaging Using Salesforce Agentforce AI Agent

You can automate SMS and WhatsApp messaging using Salesforce Agentforce AI agents that respond based on record activity and incoming messages, ensuring timely, relevant communication.

Secure API Key Integration to Protect Data

Your Salesforce messaging endpoints and integrations are protected with API key-based access controls. Only approved systems can send SMS and WhatsApp messages and unauthorised requests are blocked.

Salesforce Flow Automation

You can use Salesforce Flow automation to send SMS and WhatsApp messages when records are created, updated or deleted, ensuring messages only trigger when your predefined business conditions are met.

Automation with Salesforce Trigger

You can use Salesforce Trigger automation to send SMS and WhatsApp messages based on specific Salesforce record changes, reducing manual effort and maintain control.

Bulk Messaging

You can use bulk messaging to send SMS and WhatsApp messages to large audiences directly from Salesforce List Views, Tabular Reports, or Campaigns. Your messaging activity can optionally create follow-up tasks to help your team maintain visibility and accountability.

Schedule a WhatsApp Message & SMS

You can schedule a WhatsApp or SMS message in advance, including recurring communications, and plan outreach that aligns with your business timelines.

Control SMS & WhatsApp Messaging App Features Using Configuration

Email Notification Configuration

You can configure Org-Wide Email for incoming SMS and WhatsApp messages notifications, ensuring your team stays informed.

Salesforce Task Automation

You can optionally enable Salesforce Task Automation to track message activity, so your team gets built-in follow-up tracking and complete visibility into messaging activity.

Salesforce Messaging Phone Number Setup

You can set up trusted phone numbers for SMS and WhatsApp Salesforce messaging that scale with your business.

Salesforce Record Management Configuration

You can configure record management to define how incoming messages are associated with Salesforce records. You can link conversations to existing Salesforce records, use them to create new records, or store them independently without Salesforce record association for review and processing at a later stage.

Salesforce User Configuration for Messaging

You get full control over which Salesforce users can send and receive messages, and how they get notified about messaging activity.

Messaging Session & Conversation Configuration

You configure how messaging sessions and conversations are grouped over time. Your customer interactions stay organised with clear continuity between ongoing and completed conversations.

Salesforce Files, Notes & Attachments, Audit Trail

Multimedia Messaging Attachments

You decide whether multimedia messaging attachments are allowed and which file types are supported. Your attachments are kept visible in conversations and automatically linked to Salesforce records, so everything stays accessible for you.

Salesforce Files & File Preview

You can securely store and preview incoming and outgoing attachments within messaging conversations using Salesforce Files and File Preview. Your attachments are automatically associated with Salesforce records for easy access and continuity.

Salesforce Notes & Attachments

Your incoming and outgoing message attachments are stored in Salesforce Notes & Attachments on the related records, giving you continuity and easy reference across your entire system.

Error Logs

You can review detailed Error Logs that capture messaging failures, delivery issues, and integration problems. You can quickly identify and resolve delivery problems.

Messaging Audit Trail & Message Activity

You get a complete Messaging Audit Trail for every message, showing who sent it and when, the delivery status, and whether it came from a user, flow, trigger, bulk campaign, or AI agent. You can track all message activity with full transparency and accountability across your communications.

The Salesforce Messaging App: Unleash Ultimate Communication

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FAQs

These are the questions we hear a lot and you'll find the answers below. But if you have others, please don't hesitate to contact us - we're here to help.

How are inbound messages associated with Salesforce records?: Incoming messages are automatically matched to the respective Salesforce records. Our system uses the sender’s phone number and message channel to instantly associate incoming messages. All incoming messages are available for viewing in the unified inbox.
Can I customize message templates?: Yes. You have full control to customize and personalize your message templates. By using merge fields, you can pull any specific information from Salesforce record to ensure every message is relevant and personalized for the recipient.
Are delivery receipts and read statuses available in Salesforce?: Yes. The Salesforce Messaging App provides real-time tracking of message statuses, including Sent, Delivered, and Read statuses (when supported by the channel). The Delivery Call URL receives real-time status updates for every outbound message (Delivered, Failed, Read).
Can I automatically create Salesforce Tasks when sending messages?: Yes. You can enable “Create Task when Sending Single Message” in the Application Setup. When active, tasks will be created automatically when you send a message using the “Send Message” quick action.
How are messages displayed in Inbox and Sent tabs?: Messages are sorted by date and time, with the most recent sent or received messages displayed first. If there are multiple messages for the same Account or Contact, the most recent message appears at the top.