Introducing AgentChat: Seamless WhatsApp Conversations Inside Salesforce
Engage, Support, and Close Deals - All Through WhatsApp. All Inside Salesforce.
AgentChat is a bi-directional WhatsApp cionversational app natively built on Salesforce, enabling your teams to connect with customers instantly, manage conversatons efficiently, and automate workflows — all without leaving Salesforce.
Whether you’re in Sales, Service, Marketing, Field Operations, or Education, AgentChat works across all Salesforce Clouds and lets you turn WhatsApp into a powerful engagement tool for every team.
Why AgentChat?
Instant WhatsApp Conversations, Directly in Salesforce
Connect and respond to customers over WhatsApp from any Salesforce record — Leads, Cases, Opportunities, Work Orders, or Custom Objects.
Rapid Setup — Go Live in Minutes!
No complex integrations. Plug-and-play setup within minutes. Start engaging right away.
Bi-Directional & Real-Time Messaging
Conversations sync in real-time — whether initiated from WhatsApp or Salesforce.
Delegate Messages to the Right Team Automatically
Automatically route conversations by record type (e.g., Cases, Leads, Work Orders), ensuring the right team responds fast.
Built-in Role-Based Access and Security
Control who can chat, view, and manage conversations with advanced role-based permissions and Salesforce’s native security model.
Key Features of AgentChat
Real-Time, Two-Way WhatsApp Messaging
- Start and manage WhatsApp conversations directly from any Salesforce object.
- Automatic conversation tracking linked to Salesforce records.
- Full conversation history and audit trails.
Context-Aware Messaging
- Access full customer context from Salesforce while chatting.
- Share files, media, and quick replies for faster resolutions.
Supports All Salesforce Clouds
- Sales Cloud: Convert chats to Leads and Opportunities.
- Service Cloud: Manage Cases and provide instant support.
- Field Service: Coordinate field operations and Work Orders.
- Education Cloud: Engage students and alumni for enrollment, advising, and support.
- Nonprofit Cloud: Connect with donors, volunteers, and stakeholders.
Seamless Salesforce Integration
- Works out-of-the-box with Cases, Leads, Opportunities, Work Orders, and more.
- Delegation and routing rules by record type — no manual effort needed.
Multi-Role, Multi-Team Support
- Serve customers through dedicated teams (Sales, Support, Field Agents, Advisors).
- Define who can initiate, view, or respond based on roles and business units.
Salesforce-Native Security and Compliance
- Leverages Salesforce’s role hierarchies, sharing rules, and object-level security.
- GDPR, HIPAA-ready based on Salesforce’s secure platform.
Use Cases for AgentChat
| Use Case | How AgentChat Helps |
|---|---|
| Customer Support | Manage support cases via WhatsApp, instantly. |
| Sales Outreach | Engage leads, close deals with real-time chats. |
| Field Operations | Coordinate work orders and updates in real time. |
| Student Engagement | Connect with students and alumni seamlessly. |
| Donor Management | Stay in touch with donors via personalized chats. |
Quick Setup. Maximum Impact.
Install AgentChat from AppExchange.
Connect your WhatsApp Business Account securely.
Map to Salesforce record types (Cases, Leads, Work Orders, etc.).
Set roles and permissions for teams.
Start chatting — directly from Salesforce!
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Ready to Supercharge WhatsApp Engagement in Salesforce?
Book a Free Demo and see how AgentChat can transform customer engagement through WhatsApp — right inside Salesforce!
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