01
Click-to-Dial
Click any phone number in Salesforce to dial — Lead, Contact, Case, or custom object. No more switching apps, no more misdialed numbers, no more lost time.
Channel · Telephony
Telephony,
Telephony,
inside Salesforce.
A complete calls platform inside Salesforce. CTI, web softphone, IVR routing, hold queues, call recording, AI transcription, and screen pop on every inbound call — all native to Salesforce Lightning, no external softphone window.
4.9 ★★★★★
·
500+ teams trust WatBox
·
Salesforce AppExchange
Live call · 02:47
3x
more dials / day
RP
Rohit Patel
Opp$48k
NPS9/10
+3x
connect rate
AI transcript · live
"…asking about volume discount and SOC 2…"
Recording ·
transcribed
14
Built-in telephony features
50+
Countries with local numbers
3x
More dials per agent
100%
Calls logged in Salesforce
Features
Everything you need —
Everything you need —
in Salesforce.
02
Call Analytics & Reports
Native Salesforce reports for call volume, agent productivity, average handle time, first-call resolution, abandon rate, and SLA breaches.
03
Call Insights
AI-powered insights on every call — keyword detection, talk-to-listen ratio, sentiment scoring, objection patterns, and coaching opportunities.
04
Forward-to-Device
Forward inbound calls to mobile or desk phones when agents are away from the softphone — never miss a customer call, fully logged either way.
05
Advanced Call Controls
Hold, transfer, conference, mute, blind/warm transfer, call park, and whisper/barge — every control your team needs, all from inside Salesforce.
06
IVR Routing
Configurable IVR menus route inbound calls to the right team or agent based on queues, time of day, caller history, Salesforce data, and skill-based rules.
07
Call Recording & Voicemail
Automatically record inbound and outbound calls. Voicemail drop, voicemail-to-text, and full audio archives — attached to the right Salesforce record.
08
Comprehensive Call Logs
Every call — answered, missed, voicemail, abandoned — logged with timestamp, duration, recording, transcript, outcome, and matched Salesforce record.
09
AI-Powered Transcription & Insights
Every call transcribed in real time. AI generates summary notes, action items, sentiment scores, and topic tags — all attached to the Salesforce record.
10
Dedicated Business Numbers
Provision local or toll-free numbers in 50+ countries. Multi-number support per team, brand, region, or campaign with full porting support.
11
Hold Queues
Configurable hold queues with custom music, position announcements, callback options, and real-time agent availability indicators.
12
Web Softphone in Salesforce
A browser-based softphone inside Salesforce Lightning — make, take, transfer, hold, mute, and record calls without leaving the page or opening a separate window.
13
Inbound Screen Pop
Inbound calls open the matching Salesforce record before the agent even picks up — full customer context, open Cases, and history at a glance.
14
Auto Call Logging
Every call is logged on the right Lead, Contact, or Case automatically with duration, recording, transcript, outcome, and disposition — zero manual entry.
How it Works
From zero to live —
From zero to live —
in days, not months.
01
Provision your numbers
Buy or port dedicated phone numbers in 50+ countries directly through WatBox. Local presence, toll-free, and short codes available.
02
Configure IVR & routing
Build your IVR menus, hold queues, and routing rules using drag-and-drop config. Use Salesforce data (queues, time zones, skill matching) to route smarter.
03
Train agents in Lightning
Agents use the softphone inside Salesforce Lightning. Click-to-dial, screen pop, recording, transcription — no separate app to learn.
04
Monitor & optimize
Use live dashboards and Salesforce reports to track call volume, SLA, agent performance, and customer outcomes. Tune IVR and routing based on data.
Use Cases
See how teams
See how teams
put this to work.
Inbound calls with full context
A customer calls. The matching Contact pops on the agent's screen with full history, open Cases, recent purchases, and AI-suggested replies — before they say hello.
Outbound sales at scale
Sales teams use click-to-dial and the power dialer to make 3x more calls per day, with every conversation auto-logged, transcribed, and AI-summarized in Salesforce.
Service teams that hit SLAs
IVR routes inbound calls intelligently, queues handle overflow, supervisors monitor in real time, and every call is logged for quality and compliance.
Compliance & quality assurance
Every call recorded, transcribed, and searchable. QA teams sample, score, and coach using built-in workflows. Compliance teams export records for audit.
FAQ
Common
Common
questions.
Is WatBox Telephony native to Salesforce?
Yes. WatBox is built on the Salesforce platform and the softphone runs directly inside Salesforce Lightning. There's no external softphone window, no app-switching, and no integration to maintain.
Can I port my existing phone numbers?
Yes. WatBox supports number porting from most major carriers in 50+ countries. The porting team handles the technical work — typically completed in 2-4 weeks.
Does WatBox record and transcribe calls?
Yes. Every call (inbound and outbound) can be automatically recorded and transcribed by AI in real time. Transcripts, summaries, action items, and sentiment are saved on the Salesforce record.
Can I build IVR menus and call routing?
Yes. WatBox includes a drag-and-drop IVR builder, configurable hold queues, skill-based routing, time-of-day rules, and conditional logic based on Salesforce data.
Is the softphone WebRTC-based?
Yes. The WatBox softphone uses WebRTC, runs in any modern browser inside Salesforce Lightning, and supports HD audio. No desktop app or plugin required.
Can supervisors monitor live calls?
Yes. Supervisors can silently monitor, whisper-coach the agent (caller can't hear), or barge into the call. Live wallboards show queue depth, agent status, and SLA in real time.
What countries support local numbers?
WatBox provisions local numbers in 50+ countries including US, UK, India, Australia, Germany, France, Singapore, Canada, UAE, and more. Toll-free and short codes also available.
Bring every conversation into Salesforce.
Talk to our team — we'll show you how WatBox replaces three apps and lands every message, call, and AI insight on the right Salesforce record.
Level up WhatsApp Integration with Salesforce
Start with a 15 day trial for you to taste the CRM + WhatsApp interactions!