AI call analysis for Salesforce, on your own records.
Call intelligence tools analyse in their own database. Your Salesforce gets a synced copy. The AI and the insight live in their cloud.WorkDial writes the transcript, sentiment, and summary straight to native Salesforce objects the moment the call ends. The AI is in the seat, not a separate invoice.
Transcripts at Core · full analysis at Professional · 14-day trial, full AI on
ai analysis · salesforce
Common question
What is AI call analysis for Salesforce?
WorkDial is a Salesforce-native CTI platform. Its AI call analysis turns each call into structured data written straight to the Salesforce record: a transcript as Transcript__c, a sentiment read as Sentiment__c, and an AI summary on the call object. All three are Salesforce records and fields, queryable the moment the call ends. The AI is part of the seat price at Professional, not a metered add-on on a separate invoice.
ValueText
Built by the team behind ValueText, the Salesforce-native messaging platform,
rated 4.97 stars across 100+ AppExchange reviews.
01The cost of a second system of record
What breaks when the AI and the insight live in a vendor's database?
01
Insight out of context. The transcript and score sit in a database the vendor owns. The rep on the Salesforce record sees that a call happened, not what was said.
02
Two records to reconcile. A sync mirrors a copy into Salesforce, so there are two systems to trust. When they drift, you cannot tell which one is right.
03
Automation cannot fire. Salesforce Flow cannot act on an insight that lives outside Salesforce. Negative-sentiment calls cannot route themselves to a manager.
04
A separate invoice and a separate security model. The AI is metered by the vendor, and the conversation sits in their database under their rules. You pay twice and govern in two places.
02What WorkDial analyses
Three writes to the record on every call.
Call ends, analysis appears on the record. No export, no nightly sync,
no second dashboard to open. Each one is a Salesforce record or field,
queryable the moment the call ends.
Call transcription. Every call is transcribed to Transcript__c, a Salesforce field searchable in reports, list views, and Flow the moment the call ends. Included on Core as part of the seat price.
Sentiment__c · from Professional
sentiment · scored
Sentiment analysis. WorkDial reads the sentiment of the call and writes it as Sentiment__c: a Salesforce field you report on, filter by, and trigger Flow on without an export. Because it is a queryable field, managers surface coaching patterns by reading the data, not by replaying audio.
AI summary · from Professional
summary · on the record
AI summaries. A short summary lands on the call record so the next person reads what happened without listening back. The AI is included in the Professional seat price, not a separate line on the invoice. See how summaries, transcripts, and sentiment become Salesforce fields.
What you can report on
Sentiment and activity become a Salesforce dashboard.
Because the analysis is a native field, managers read coaching patterns and sentiment trends from the data, not by replaying audio.
workdial dashboard · salesforce
03How the architecture differs
The honest difference from a call-intelligence tool.
Analysis written as a Salesforce field is one system. Analysis synced from a vendor database is a copy you maintain forever.
Gong, Chorus, and Dialpad are capable conversation-intelligence products with years of feature depth. WorkDial does not claim to match them feature for feature. They are built differently: they keep the source of truth in their own database and sync a copy into Salesforce. WorkDial writes the transcript, sentiment, and summary to Salesforce objects as the primary record. There is no external analysis store and no sync to reconcile.
05 · NATIVE
Salesforce org
Call recordCall__c
Transcript__cwritten live
Sentiment__cscored on the record
Summaryon the record
on the record · not a synced copy
Why architecture matters for call intelligence
When the transcript, sentiment, and summary are Salesforce records, every report, permission, and Flow already understands them. When they are synced from outside, you maintain a second system, a mapping, and a copy of your most sensitive data in a vendor database. WorkDial keeps no external copy of your customer data. This is the native-versus-integrated decision applied to call intelligence.
04What it means for the business
The insight is a field, not a second tool.
One source of truth
The transcript, sentiment, and summary are Salesforce records, not copies synced from a vendor database. Nothing to reconcile, nothing that drifts.
Coach by reading, not re-listening
Sentiment is a queryable Salesforce field, so managers surface coaching patterns by reading data, not by replaying audio. Reps read the AI summary instead of retyping notes after the call.
AI in the seat, not a separate invoice
AI call analysis is part of the Professional seat price. Transcripts are at Core. No metered AI add-on, no separate license, no surprise line on the bill.
Read the AI summary before the next call, report on sentiment by stage, and trigger follow-up tasks from a transcript. All inside the opportunity, no tool-switching.
Transcript__c
support
Support teams
See sentiment on the case, surface negative calls for review, and keep the full transcript on the record for the next agent. No separate coaching tool needed.
AI call analysis for Salesforce turns each call into structured data on the Salesforce record: a transcript, a sentiment read, and an AI summary. WorkDial writes all three to Salesforce objects when the call ends, so the analysis lives where the conversation happened, not in a separate tool.
How is this different from Gong or Chorus?
Gong and Chorus are mature conversation-intelligence platforms that store the call and its analysis in their own database and sync a copy into Salesforce. WorkDial writes the transcript, sentiment, and summary directly to Salesforce objects as the primary record. There is no external analysis store and no sync to reconcile. WorkDial does not claim feature parity with those platforms; it claims a different architecture.
Where are the transcripts and AI insights stored?
Inside your Salesforce. The transcript lands as Transcript__c, the sentiment read as Sentiment__c, and the AI summary on the call record. WorkDial operates no external customer data store, so the analysis inherits your Salesforce sharing rules, field-level security, and data residency.
Can Salesforce Flow trigger on the AI analysis?
Yes. Because the transcript, sentiment, and summary are Salesforce records and fields, Salesforce Flow can trigger on them directly: route a negative-sentiment call to a manager, create a follow-up task from a summary, or update a field when a transcript is written. No middleware sits between the call event and the automation.
What does WorkDial analyse on each call?
WorkDial produces a transcript of the call, a sentiment read, and an AI summary, all written to the record. These are the capabilities WorkDial ships today. It does not promise features it has not built.
Does it work on inbound and outbound calls?
Yes. AI call analysis applies to inbound and outbound calls, and to WhatsApp voice calls, because every call is captured as a Call__c record first. The analysis attaches to that record regardless of how the call started.
How is security and data residency handled?
By Salesforce. The transcript, sentiment, and summary are Salesforce records governed by the same profiles, permission sets, field-level security, and data residency that already protect your Salesforce data. There is no second security model and no external copy of the conversation to secure.
Which plan includes AI call analysis?
Transcripts are included on Core. The full analysis (sentiment and AI summaries) starts on Professional at $59 per user per month billed annually. The 14-day no-card trial runs on Professional with full AI on. AI is part of the seat price, not a separate add-on.
ValueText 
