Your admin sets up trusted business phone numbers, org-wide email notifications, record-matching rules and user permissions from a single configuration panel. Message attachments integrate with Salesforce Files and Notes & Attachments, so conversations stay linked to every document and every decision.
You configure trusted SMS, text and WhatsApp phone numbers that scale with your business. You assign numbers to users, teams or Agentforce AI agents.
You set org-wide email settings for incoming SMS, text and WhatsApp alerts. You route notifications to the right inbox, every time.
You decide how incoming messages attach to Salesforce records: link to existing, create new, or park for later review.
You control which users can send, receive and be notified. You group users into teams that mirror your business structure.
You configure how sessions group messages over time. You keep ongoing conversations clean and completed ones archived.
Your multimedia attachments from SMS, text and WhatsApp store as Salesforce Files with inline preview on every record.
Your attachments also save to Salesforce Notes & Attachments, keeping full context alongside every historical record.
You decide which file types are allowed per channel. You block or permit images, PDFs, audio, video based on your policy.
Book a demo and see how quickly your admin configures numbers, notifications and permissions across the org.
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