WorkDial

Highlights

• Native Salesforce CTI, not an integration Built as a native Salesforce managed package on Lightning. No plugins, iFrames, middleware, or sync layer. Every call and transcript becomes a native Salesforce record the moment it happens.
• AI call analysis, included Transcripts, sentiment, and summaries are written to the call record automatically. Transcripts at every tier; full analysis from Professional up. No add-on, no per-minute AI fees.
• WhatsApp Business calling Place WhatsApp Business voice calls from any Salesforce record, alongside standard telephony. Reach customers on the channel they answer, logged like every other call.
• Click-to-call and power dialer Call from any record with one click, or run a power dialer through a list. Screen pops, call controls, and dispositions live inside Lightning Experience.
• Automatic call logging Calls, outcomes, notes, and recordings log themselves to Salesforce in real time. Reps stop typing after-call notes, and your pipeline data stays complete.
• BYOA telephony at cost Bring your own Twilio account and pay the carrier directly, at cost, with no WorkDial markup on minutes. Trial calling is provided so you can start before setting up Twilio.
• Your data, your org Records are native to your Salesforce org, and you choose where recordings live: native Salesforce Files, your own Twilio, or your own cloud storage. WorkDial keeps no copy of its own.
• Recording, IVR, and routing Record calls, route with IVR and queues, and give supervisors live monitoring and barge-in. Everything a Salesforce-only team needs, without a separate phone system.
• Live in a day, trial free Install from AppExchange and connect in a day, not months. Start a 14-day free trial of Professional with AI call analysis on, no credit card required.