Set up SMS, text and WhatsApp messaging in Salesforce in five steps: connect your channels, import your contacts, compose and automate, add Agentforce AI agents, then measure and scale. [Test content untouch]
Your admin installs AI SMS House from the AppExchange and links your messaging accounts in a few clicks. You connect your SMS and text provider, your WhatsApp Business number, and your trusted sender IDs. You pick which Salesforce objects inbound messages attach to, Leads, Contacts, Cases, Opportunities or any custom object. Your channels are live inside Salesforce within minutes. [Test content untouch]
You connect your existing SMS and text messaging account and verify your business sender IDs for consistent delivery. [Test content untouch]
You link your approved WhatsApp Business Account and display name. You handle template approval and phone verification inside the setup flow. [Test content untouch]
You decide whether inbound SMS, text and WhatsApp messages attach to your Leads, Contacts, Cases, Opportunities or custom objects. Your rules apply per channel. [Test content untouch]
You set up one or many phone numbers for your team. You give each number a different function: sales, support, marketing, or Agentforce AI agents. [Test content untouch]
You bring your existing contact list into Salesforce with opt-in status preserved. You add consent fields to your Lead and Contact objects so every SMS, text and WhatsApp send respects the recipient’s preference. Automatic opt-out handling kicks in from message one. [Test content untouch]
You load your Salesforce Contact and Lead records with consent flags intact. You keep your existing list, no migration rework needed. [Test content untouch]
You add SMS, text and WhatsApp consent fields to your Lead and Contact objects. You track preferences per channel. [Test content untouch]
Your inbound STOP, UNSUBSCRIBE or WhatsApp opt-out flags update the Salesforce record instantly. You don’t need a rep to intervene. [Test content untouch]
Your Salesforce user sends SMS, text or WhatsApp messages from any record with a single click. The composer supports merge fields, approved templates, multimedia attachments and channel switching. You preview the message, schedule it, or fire it now. For bulk sends, you pick a List View, Report or Campaign and send to the whole audience in one operation. [Test content untouch]
You write once, send SMS, text or WhatsApp. You pick channel per message. Your interface stays the same, your Salesforce record context stays the same. [Test content untouch]
You personalise every message with live data from the Lead, Contact, Opportunity or custom object it’s attached to. [Test content untouch]
You fire messages instantly or schedule for a future date and time. You can run recurring schedules for regular outreach. [Test content untouch]
You select any Salesforce list and bulk-send SMS, text or WhatsApp. You track delivery status per recipient. [Test content untouch]
You see exactly how each message renders on each channel before anything leaves your Salesforce org. [Test content untouch]
You configure your Agentforce AI agents to respond automatically to inbound SMS, text and WhatsApp messages. You assign each AI agent to specific phone numbers. You define the handoff rules that tell the AI when to escalate to a human. The AI handles the routine status and reschedule requests. Your team picks up the ones that need judgement. [Test content untouch]
You set up agent behaviour, response patterns and the Salesforce data each agent can access. You run multiple agents, each with a different role. [Test content untouch]
You route inbound messages by number. Your sales number goes to your sales AI, support number to your support AI, marketing to humans only. [Test content untouch]
You define when your Agentforce AI agents escalate to humans: sensitive content, complex questions, or specific keywords. [Test content untouch]
You watch AI and human conversations flow through the same inbox. You see every message, every takeover stays clean. [Test content untouch]
You track delivery status, reply rate, and conversation-to-opportunity ratio across SMS, text and WhatsApp. Every message logs to Salesforce, so your reports and dashboards see the same data your pipeline sees. You A/B test message variations, refine your Agentforce AI agent responses, and scale what works. [Test content untouch]
You track real-time delivery, read and reply status for every SMS, text and WhatsApp message, on every Salesforce record. [Test content untouch]
Your messaging activity reports roll into standard Salesforce reports and dashboards. Your sales leadership sees the full picture. [Test content untouch]
You test message variations across SMS, text and WhatsApp. You track which version converts better on which channel. [Test content untouch]
You review AI-handled conversations. You tighten response patterns. You hand more work to AI as confidence builds. [Test content untouch]
Your every message, every AI reply, every bulk send is logged, searchable, and ready for compliance review. [Test content untouch]
Book a demo and we’ll walk you through connecting your channels, importing contacts and switching on Agentforce AI agents. [Test content untouch]
Book a Demo →Tell us about your Salesforce messaging needs and a specialist will get back to you shortly. [Test content untouch]
