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.
Connect and respond to customers over WhatsApp from any Salesforce record — Leads, Cases, Opportunities, Work Orders, or Custom Objects.
No complex integrations. Plug-and-play setup within minutes. Start engaging right away.
Conversations sync in real-time — whether initiated from WhatsApp or Salesforce.
Automatically route conversations by record type (e.g., Cases, Leads, Work Orders), ensuring the right team responds fast.
Control who can chat, view, and manage conversations with advanced role-based permissions and Salesforce’s native security model.
| 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. |
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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Book a Free Demo and see how AgentChat can transform customer engagement through WhatsApp — right inside Salesforce!
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