Voice, WhatsApp voice, and AI inside Salesforce

The Salesforce dialer with
AI call analysis built in.

Every call and every transcript becomes a Salesforce record the instant it happens. Reps dial from the record. Managers report from the record itself, not a second tool.

Start your trial See it live

14 days · no credit card · full AI on

A live WorkDial call on a Salesforce contact record, with the call panel, timer, and recent calls on the record — live call · in salesforce

Common question

What is WorkDial?

WorkDial is a Salesforce-native CTI platform. It places calls and WhatsApp voice, then writes every call, recording, transcript, and sentiment score straight to native objects like Call__c. There is no second system of record: nothing syncs in, nothing to reconcile. Other tools connect to Salesforce. WorkDial runs inside it.

ValueText

Built by the team behind ValueText, the Salesforce-native messaging platform, rated 4.97 stars across 100+ AppExchange reviews.

01A pipeline you can trust

A pipeline you can trust, because every call logs itself.

Calls write to native Salesforce objects in real time, nothing to sync or reconcile. Your reports show what happened, not what got typed.

See it live

step 01 · place

Placing a call from a Salesforce record with the WorkDial dialpad — dialer · in record

Call from the record. Voice and WhatsApp voice run through one layer inside Salesforce.

step 02 · capture

The WorkDial call details card on a Salesforce record, with duration, the recording player, and notes — Call__c · recorded

The call lands as Call__c, with the recording stored as Recording__c where you choose.

step 03 · analyze

An AI call summary, transcript, and sentiment written onto the Salesforce call record — Transcript__c · Sentiment__c

AI writes onto the record: Transcript__c and Sentiment__c, queryable the moment the call ends.

02What you pay

One price. AI included, telephony at cost.

AI call analysis is in the seat, not a separate invoice. Minutes run on your own Twilio at cost, with zero markup. The price on the page is the price you pay.

$28 Core, per user / month transcripts included

$59 Professional, full AI sentiment + summaries

$0 markup on telephony bring your own Twilio

14d 14-day trial, no card professional plan

No seat minimum, no add-ons. See the full pricing.

03Who owns the data

Your conversations live in your Salesforce, and you own them.

Recordings go where you choose, including as native Salesforce Files in your own org. WorkDial keeps no copy of its own. One vendor perimeter, the security model you already run.

Your records are native Salesforce objects: Call__c, Recording__c, Transcript__c, Sentiment__c.

You choose where recordings live, including as native Salesforce Files in your own org.

WorkDial operates no external customer data store of its own.

One vendor perimeter, audited under the Salesforce security model you already run.

Your Salesforce Call__c Recording__c Transcript__c Sentiment__c

transport

One line leaves the boundary. It carries the call and holds none of it.

04What it does

One voice layer, three things WorkDial does inside Salesforce.

Built for the sales team, not the call center.

01 · voice

Salesforce dialer

Click to call from any record. The call logs itself as Call__c, with the recording in your storage. No manual logging.

Call__cRecording__c

02 · whatsapp voice

WhatsApp calling

WhatsApp voice runs through the same layer as your calls, routed by your Salesforce data and logged to the record like any other call.

one voice layer

03 · ai analysis

AI call analysis

Transcripts, sentiment, and summaries are written onto the call record as fields, queryable the moment the call ends.

Transcript__cSentiment__c

What you can report on

Every call is activity you can report on in Salesforce.

Call volume, outcomes, talk time, and sentiment land on native records, so they reach a Salesforce dashboard without a sync.

A WorkDial dashboard inside Salesforce showing calls made, calls answered, and average answer time — workdial dashboard · salesforce

05The complete stack

WorkDial is the voice layer of Salesforce. ValueText is the messaging layer. Together they are the complete Salesforce-native communication stack.

WorkDial is buyable on its own. Add ValueText when you want messaging in the same org.

Your Salesforce

WorkDial voice · whatsapp voice · ai

ValueText sms · whatsapp · messaging

FAQ

Answers, by topic.

How is WorkDial different from a synced integration?

Every other tool runs a second system of record: the call lives in the vendor cloud and Salesforce gets a copy. WorkDial writes the call as a native Call__c record directly. There is no copy to sync and nothing to reconcile.

Where does my call data live?

Your records live in your Salesforce as native objects: every call is a Call__c with the transcript and sentiment attached. You choose where the recording audio lives, including as Salesforce Files in your own org, your own Twilio, or your own storage. WorkDial operates no external customer data store of its own.

Who is WorkDial not for?

WorkDial does not connect to non-Salesforce CRMs, it is not a standalone phone system, and it does not replace a 500-seat contact center. It is for Salesforce-first teams of 20 to 250 employees that want voice and AI in the org they already run.

Is AI an extra charge?

No. AI call analysis is in the seat, not a separate invoice. Transcripts ship at Core; sentiment and summaries (the full analysis) start at Professional, which the trial runs with full AI on.

What does the trial include?

It runs the Professional plan with full AI on for 14 days, no credit card. Transcripts, sentiment, and summaries write to native objects from your first call.

What does telephony cost?

You bring your own Twilio account and pay carrier rates directly. WorkDial adds zero markup on telephony, and there is no seat minimum.

How long does setup take?

Most teams place calls the same day. Install from the AppExchange, connect your Twilio, and calls begin writing to Call__c right away.

How are permissions handled?

By Salesforce. Sharing rules and field-level security already govern the data. There is no second permission model to maintain.

Run your calling inside Salesforce.