Unified Inbox for SMS, Text & WhatsApp in Salesforce
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Your team manages every SMS, text and WhatsApp conversation from a single unified inbox inside Salesforce. Every message attaches to the right Lead, Contact, Account, Case or custom object. Your users filter by channel, by object, by AI agent, by date range, or by conversation source, without leaving the Salesforce tab.
You land every SMS, text and WhatsApp conversation in one central inbox. You filter, pin and prioritise from one screen.
You access the full message inbox from any Salesforce app via the utility bar. You keep context without switching tabs.
Your SMS, text and WhatsApp messages display on the related Lead, Contact, Account or Case for every user with access.
You see every message in chat-style threads, with timestamps, delivery status and sender identity on every entry.
Your every message is stamped with its sender, your user, Agentforce AI agent, bulk campaign or automated process.
You track Created, Sent, Delivered and Read statuses across SMS, text and WhatsApp in real time.
Your messages group into active or expired sessions, so ongoing and completed conversations stay cleanly separated.
You get Salesforce notifications and email alerts on incoming messages, so nothing important slips past your team.
You send SMS, text or WhatsApp in one click from any record. You can auto-create a Salesforce Task for follow-up tracking.
Book a walkthrough and see every SMS, text and WhatsApp conversation land on the right Salesforce record.
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