Send Automated SMS from Salesforce with Text & WhatsApp Messaging and Agentforce AI Agents

Our SMS messaging app lets you Send Automated SMS from Salesforce while managing SMS, text, and WhatsApp conversations directly within Salesforce, with or without Agentforce AI Agents. Automate conversations, schedule bulk campaigns, share multimedia, use message templates, manage opt-outs, send real-time notifications, add emojis, and enable seamless human takeover.

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Agentforce AI Features for Automated, Intelligent, and Human-Assisted Customer Conversations

With AISMSHouse, your Agentforce AI agents respond automatically to inbound SMS, text, and WhatsApp messages based on Salesforce record activity and conversation content. Multiple AI agent instances can run in parallel, each assigned to its own phone number, workflow, and handoff rules. You can also send bulk sms messages from Salesforce, send SMS messages from Salesforce, automate customer conversations, and seamlessly escalate to human agents when needed.

Automatic inbound responses

Your Agentforce AI agent handles incoming SMS, text and WhatsApp messages 24/7, with or without human involvement.

Salesforce Messaging Automation with Multiple AI Agent instances

You set up different Agentforce AI agents for sales, support and marketing, each with its own behaviour and scope.

Salesforce Phone Number Assignment for SMS, Text and WhatsApp

With Salesforce Phone Number Assignment for SMS, Text and WhatsApp, you can assign specific business phone numbers to specific Agentforce AI agents.

Send Text Messages from Salesforce with Human Takeover

Send text messages from Salesforce and enable Instant human takeover when conversations require personalised support.

Automate SMS Messages from Salesforce with Session Management

You control how long AI agents stay active in a session with Salesforce with Session Management.

Send SMS from Salesforce with Salesforce Record Handling

Send SMS from Salesforce using Salesforce Record Handling to let your Agentforce AI agent automatically identify existing Salesforce records and create new ones according to your rules.

AI agents visible in the inbox

You see all conversations every Agentforce AI agent has handled in the unified inbox, with full audit visibility.

Salesforce Messaging Automation with or without AI

Use Salesforce Messaging Automation with or without AI as a human SMS, text, and WhatsApp messaging tool, with Agentforce AI agents layered in where useful for automated customer communication.

Send Automated Text Messages from Salesforce with Smart Bulk Messaging

Your marketing team can send bulk SMS, text, and WhatsApp messages from Salesforce List Views, Reports, and Campaigns. Your operations team can automate messaging based on record changes using Salesforce Flow or Apex Triggers. Your whole organization can Send Automated Text Messages from Salesforce, send text messages directly from Salesforce, schedule WhatsApp messages in advance, and manage recurring messaging sequences without leaving the platform.

Bulk SMS, text and WhatsApp

You send bulk SMS, text and WhatsApp campaigns from any Salesforce List View, Report or Campaign object, including the ability to send bulk text messages from Salesforce.

Message scheduling

You schedule individual or recurring SMS, text and WhatsApp messages in advance. You align outreach with business hours and time zones.

Salesforce Flow automation

You trigger SMS, text and WhatsApp messages from any Flow. You fire on record update, field change, stage progression or any condition Flow supports.

Apex Trigger automation

You use Apex Triggers for code-level control over when SMS, text and WhatsApp messages fire. You handle edge cases Flow can’t reach.

Reusable message templates

Your pre-approved templates with Salesforce merge fields keep every message consistent, compliant and personalised.

Multimedia attachments

You attach images, files, PDFs, floor plans, videos and property documents to SMS, text and WhatsApp conversations.

Channel switching

You switch any conversation between SMS, text and WhatsApp mid-thread. Your history stays unified on the Salesforce record.

Emoji support

You pick from category-organised emoji with quick search, for conversational, human replies that don’t sound robotic.

Salesforce Task automation

You can auto-create Salesforce Tasks when messages send. You track every follow-up and hold every rep accountable.

Compliance, Security & Audit to Automate Text from Salesforce

Your messaging follows recipient consent, organizational policies, and regulatory requirements across every jurisdiction. Built-in opt-out rules apply automatically across SMS, text, and WhatsApp, giving your team greater control when you Automate Text from Salesforce, send bulk SMS from Salesforce, send bulk text from Salesforce, or send bulk WhatsApp messages from Salesforce.

Use Salesforce workflows to automate SMS from Salesforce, automate SMS messages from Salesforce, automate text from Salesforce, and automate text messages from Salesforce based on record updates, customer activity, or scheduled processes. You can also Send WhatsApp messages from Salesforce while keeping every interaction connected to the right Salesforce record.

Opt-out management

You configure opt-out rules once during setup. Your rules apply consistently across every SMS, text and WhatsApp message, every user, every automation.

Messaging audit trail

Your every SMS, text and WhatsApp message logs sender, timestamp, delivery status and source: user, AI agent, bulk or automation.

API key security

Your messaging endpoints are protected by API key access controls. You approve which systems can send; unauthorised requests are blocked.

Error logs

You capture detailed error logs for delivery failures, integration issues and template rejections, so your admins can fix problems fast.

User access control

You use Salesforce Permission Sets to decide who can send, who can receive, and who gets notified. Your existing security model applies.

WhatsApp Business API compliance

You get template approval workflow, opt-in consent capture and message-window rules all built in for WhatsApp Business API.

Salesforce record access respected

Your message history is visible only to users with access to the underlying Salesforce record. Your sharing rules are enforced throughout.

HIPAA-aware workflows

You configure patterns for healthcare messaging: opt-in tracking, secure links and audit logging that meet your clinical requirements.

Configuration, files and multi-number setup

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.

Multi-number phone setup

You configure trusted SMS, text and WhatsApp phone numbers that scale with your business. You assign numbers to users, teams or Agentforce AI agents.

Email notification config

You set org-wide email settings for incoming SMS, text and WhatsApp alerts. You route notifications to the right inbox, every time.

Record management rules

You decide how incoming messages attach to Salesforce records: link to existing, create new, or park for later review.

User and team configuration

You control which users can send, receive and be notified. You group users into teams that mirror your business structure.

Session and conversation config

You configure how sessions group messages over time. You keep ongoing conversations clean and completed ones archived.

Salesforce Files & File Preview

Your multimedia attachments from SMS, text and WhatsApp store as Salesforce Files with inline preview on every record.

Notes & Attachments integration

Your attachments also save to Salesforce Notes & Attachments, keeping full context alongside every historical record.

Multimedia controls

You decide which file types are allowed per channel. You block or permit images, PDFs, audio, video based on your policy.

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