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About Smart Engagement Agent

Clara AI Deep Dive with Clara AI

Send and manage SMS and WhatsApp messages directly in Salesforce with Smart Engagement Agent, featuring AI replies, unified inbox, templates, and automation.

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Screenshots & Videos

Salesforce Smart Engagement Agent – SMS & WhatsApp inside salesforce | Winfomi
Manage customer conversations with SMS and WhatsApp in Salesforce
SMS messaging solution for sending customer messages from Salesforce

Pricing

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Not available

Modes of Support

  • Business Hours, Online

Smart Engagement Agent Features

Business Instant Messaging Features

Message Catch Up

Helps to view your latest unread messages across board instantly with ease

AI Summary

AI-Powered Native Summarization

Message Scheduling

Set future delivery times for messages

Message History and Archiving

Long-term retention of conversation data.

Message Search

Search past conversations using keywords.

Direct Message

Private messaging directly between users.

File Sharing

A simple way to share files instantaneously with the team

External User Access

Controlled access for people outside the workspace or organization

Emojis and Reactions

Built-in visual reactions

Group Chat

Direct chat between more than two users

Video Calling

Video calls to allow better discussion and exchange of ideas

Channels and Spaces

Public or private spaces for team communication

@Mentions

Receive instant alerts for tagged mentions and direct messages.

Security and Encryption

Protect your communications with powerful encryption, ensuring security both end-to-end and during transit.

Cross-Platform Access

Available on web, desktop, and mobile platforms.

Presence Indicators

Online, offline, away, or busy—status options that keep you connected and in control.

Discussion Threads

Helps in ensuring collaboration and exchange of views pertaining to a specific topic through comment posts

Screen Sharing

Enables remote participants to see your desktop that allows better collaboration

Multi-language Support

Available in multiple languages to support global customers

Cloud Storage

Provides an online storage space to store data
Smart Engagement Agent Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Screenshots of Vendor Pricing Page

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Smart Engagement Agent Alternatives

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Smart Engagement Agent Reviews

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Smart Engagement Agent Screenshots

Smart Engagement Agent FAQs

What is Smart Engagement Agent?

Smart Engagement Agent is a Salesforce-native messaging solution that enables businesses to manage SMS and WhatsApp conversations directly within Salesforce.

What messaging channels does Smart Engagement Agent support?

It supports SMS and WhatsApp messaging, including two-way customer conversations.

Can users send media through SMS and WhatsApp?

Yes. The platform supports sending media and message templates through supported messaging channels.

Does Smart Engagement Agent integrate with Salesforce?

Yes. Smart Engagement Agent is designed to work within Salesforce, allowing users to manage customer conversations alongside Salesforce records.

Which industries can use Smart Engagement Agent?

Smart Engagement Agent can support customer communication across Healthcare, Financial Services, Insurance, Retail, E-commerce, Real Estate, Education, Travel & Hospitality, Logistics, Manufacturing, and Professional Services.

Does Smart Engagement Agent support automated or AI-powered replies?

Yes. It can use AI to assist with customer responses and automate replies to incoming SMS and WhatsApp messages.

Can customer conversations be linked to Salesforce records?

Yes. Incoming messages can be matched with relevant Salesforce Contacts, Leads, and Accounts, helping teams maintain customer communication history.

What is Smart Engagement Agent used for?

Smart Engagement Agent is Business Instant Messaging Software. Smart Engagement Agent offers the following functionalities:

  • Message Catch Up
  • AI Summary
  • Message Scheduling
  • Message History and Archiving
  • Message Search
  • Direct Message
  • File Sharing

Learn more about Smart Engagement Agent features.

What are the top alternatives for Smart Engagement Agent?

Does Smart Engagement Agent provide API?

No, Smart Engagement Agent does not provide API.

Smart Engagement Agent Contact

Vendor Details

Not available

Social Media Handles

Not available

Smart Engagement Agent Integrations

Disclaimer

This research is curated from diverse authoritative sources; feel free to share your feedback at [email protected]

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