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Service Cloud Native · Case SMS · Omnichannel Support

Resolve Cases Faster and Boost CSAT
with Salesforce SMS

Automate support, reduce customer anxiety, and improve accessibility with Salesforce SMS for customer service, natively inside Salesforce - helping teams deliver faster service and higher CSAT.

★★★★★ 4.9 / 5.0 · 1,200+ AgentExchange reviews · 60K+ users globally
360 SMS - Support Inbox · Salesforce Service Cloud
4
2
1
3
Client Conversations
David Chen9:03 AM
Docs uploaded - all done ⚖️
💬 SMS
Sarah Williams8:44 AM
Invoice paid ✓
💚 WhatsApp
Marcus ReidTue
What's my case status?
AI Bot
1
Priya KapoorMon
CONFIRM - Tuesday 10am ✓
💬 SMS
Angela Torres - Case #4821
via Service Cloud · ServiceFirst Support
Hi Angela - your case #4821 has been received. We'll update you as soon as an agent is assigned. Expected wait: <10 min. ✓
360 SMS · 9:01 AM · Delivered ✓
Is there an ETA? It's been happening since this morning 🙁
David · 9:03 AM
Absolutely - agent assigned: Sarah. ETA 8 mins. We'll text you when she's on the case. 🎧
9:03 AM · Auto-logged ✓
✓ Case created · Agent assigned · SLA timer running · All logged in Service Cloud
Type a message...
Template
Auto-logged · SLA tracking · 15+ channels active Live
40%Reduction in
Avg Handling Time
35%Higher First
Contact Resolution
38%Improvement in
CSAT Score
98%SMS
Open Rate
1,200+5-Star
Reviews
AgentExchange · #1 Rated
Why service teams choose 360 SMS

Make Service Accessible -
Differentiate Service Experiences at Every Touchpoint

Every use case runs natively inside Salesforce Service Cloud - from case creation and routing to SLA alerts, chatbot deflection, field service, and CSAT surveys. Click a use case to see it in action.

Case Routing & Triage

Route cases to the right queue - instantly, automatically, by keyword

Respond instantly, track complaints, and automate confirmations. Route cases by product or department with IVR or texting chatbots, and let customers initiate or escalate cases through keywords.

  • Create keyword triggers and route cases - INSTALL, FAULT, BILLING, COMPLAINT
  • Assign via round robin, geotagged, or geotagged round robin - for more availability
  • Case reference sent instantly - customer anxiety reduced from first contact
↓40%
AHT
Instant
Case creation
0
Manual routing
Case Routing & Triage · Service CloudLive
Keyword → Case Created → Agent Assigned · Automated
Hi Angela - your case #4821 has been received. We'll update you as soon as an agent is assigned. Expected wait: <10 min. ✓
360 SMS · 9:01 AM · Delivered ✓
Is there an ETA? It's been happening since this morning 🙁
David · 9:08 AM
Thank you - your record is created. Ref: APX-1042. Your consultant will be in touch within 24 hours.
9:08 AM · Auto-logged ✓
✓ AHT ↓40% · Case created instantly · Agent notified · All logged in Service Cloud
↓40%
AHT
Instant
Case creation
0
Manual routing
Chatbot & FAQ Deflection

Scale service, not teams - pre-set FAQ responses deflect tier-one automatically

Use guided support texts and chatbots to walk customers through common issues. Share help documents, automate service responses, and speed up installation, troubleshooting, consulting, and complaint resolution.

  • Chatbot builder handles installation, troubleshooting, consulting, and complaints
  • Share help articles, guided steps, and dynamic responses via text
  • Tier-one deflection - agents only handle cases that need them
↓60%
Tier-one volume
24/7
Coverage
0
Agent time wasted
Chatbot & FAQ Deflection · Service CloudRunning
Customer texts FAULT - chatbot activated · guided troubleshooting starts
Guided steps sent: "Try restarting the device and reply FIXED or AGENT"Sent ✓
Customer replies FIXED - case closed, CSAT survey fires instantlyDeflected ✓
AGENT reply - escalated to live agent · full history on case recordEscalated ✓
✓ Tier-one ↓60% · Agents handle only what needs them · All logged in Service Cloud
↓60%
Tier-one
24/7
Coverage
0
Agent time wasted
SLA Alerts & Escalation

Resolve and escalate cases in the first go - attend to calls that matter

Native to Service Cloud, 360 SMS triggers SLA and escalation alerts automatically when cases near breach thresholds. Track conversation history, identify genuine grievances, and notify agents and supervisors before SLAs are missed.

  • SLA breach warning fires to agent when threshold approaches
  • Supervisor notified automatically on escalation - no manual chase
  • Full conversation history - genuine grievances identified at a glance
0
Missed breaches
↑35%
FCR rate
Auto
Escalation
SLA Alerts & Escalation · Service CloudActive
Case #4821 approaching SLA threshold - alert fires to agent automatically
Agent alerted via SMS · "Case #4821 - SLA breach in 15 min. Act now."Sent ✓
Agent takes action · priority update sent to customer instantlyActioned ✓
Supervisor auto-notified on escalation · conversation history attachedEscalated ✓
✓ Zero missed breaches · FCR ↑35% · All logged in Service Cloud
0
Missed breaches
↑35%
FCR rate
Auto
Escalation
Field Service & Appointment Reminders

Automate field service reminders - technicians show up, customers are prepared

Reduce customer anxiety and improve satisfaction with automated field service updates, appointment confirmations, technician details, and two-way rescheduling. Send out-of-office voicemail and text alerts from Salesforce.

  • Booking confirmation + day-before + morning-of reminders fire automatically
  • CONFIRM and RESCHEDULE keywords - customers self-serve, record auto-updates
  • Out-of-office auto-response - voicemail and text alerts when teams are away
↓60%
No-shows
40%
Faster resolution
0
Manual reminders
Field Service & Appointment Reminders · Service Cloud Running
🔧 FIELD SERVICE - TECHSUPPORT CO
"Hi David - your technician visit is confirmed for Thu 10am. Technician: James. Reply CONFIRM or RESCHEDULE."

→ David replies CONFIRM → record updated automatically
✓ No-shows ↓60% · 40% faster resolution · 0 manual reminders
Day-before + morning-of reminders fire from Service Cloud automatically
Out-of-office auto-response ensures no customer is left waiting
↓60%
No-shows
40%
Faster resolution
0
Manual reminders
CSAT & Feedback Collection

Trigger surveys as soon as a customer is served - collect reviews while they remember

Trigger post-service surveys while experiences are fresh to collect reviews and identify genuine grievances through conversation history. Use ratings and call records to reward and train service teams.

  • CSAT survey fires automatically when case is closed in Service Cloud
  • Ratings logged to Salesforce - reward top performers, flag training needs
  • Detractors escalated instantly - conversation history proves the grievance
Response vs email
+38%
CSAT score
Auto
Every case
CSAT & Feedback Collection · Service CloudRunning
Case closed in Service Cloud - CSAT survey fires automatically within seconds
"Rate your experience 1–5" · Angela replies 5 - logged to case record ⭐⭐⭐⭐⭐
Top performer flagged for reward · Weekly leaderboard updated in Salesforce
Detractor score detected - recovery flow triggered · supervisor alerted
✓ CSAT +38% · 5× response rate · Performers rewarded · All in Service Cloud
Response vs email
+38%
CSAT score
Auto
Every case
Proactive Customer Outreach

Make service accessible - be there at every turn before customers reach for the phone

Improve service accessibility with text, automated voicemail, and out-of-office alerts. Track complaints, automate confirmations, and manage two-way omnichannel conversations across SMS, WhatsApp, and voice with full case context in Salesforce.

  • Proactive outage, maintenance, or update alerts to all affected customers
  • Omnichannel - switch SMS → WhatsApp → voice without losing context
  • Auto-response and voicemail when teams are out-of-office
↓50%
Inbound calls
24/7
Service access
0
Lost context
Proactive Outreach · Omnichannel · Service CloudRunning
Outage detected - proactive SMS alert fires to all 1,200 affected customers
Inbound volume drops 50% - customers informed before they call
Customer switches SMS → WhatsApp - full context preserved, no repeat
Team out-of-office - voicemail + auto-response fires · urgent cases escalated
✓ Inbound ↓50% · Omnichannel · 24/7 service access · All in Service Cloud
↓50%
Inbound calls
24/7
Service access
0
Lost context
Service Teams
Ready to accelerate case resolution?
See 360 SMS running inside Salesforce Service Cloud in a free 20-minute demo.
How it works

Automated. Inside Salesforce. Zero code.

Receive · Route · Resolve · Survey - every service interaction follows the same automated pattern.

Case Triage & Routing
Keyword trigger · IVR routing · Case creation · Confirmation · Service Cloud
AHT ↓40%01 / 04
1
Customer texts keyword
INSTALL, FAULT, BILLING, COMPLAINT - case created instantly in Service Cloud
2
IVR or chatbot routes case
By product, skill, or department - no agent needed
3
Confirmation sent instantly
Case reference + ETA - customer anxiety drops immediately
4
Case record created · Agent notified
Full context in Service Cloud · SLA timer running
Case created in seconds · Right agent instantly · Customer confirmed - all in Service Cloud
Chatbot Deflection
Intent detection · Guided steps · FIXED/AGENT keyword · Service Cloud
Tier-one volume ↓60%02 / 04
1
Customer query received
Chatbot detects intent - FAQ, guided support, or routing
2
Guided steps sent via SMS
Walk through troubleshooting · share help docs
3
FIXED or AGENT keyword
FIXED → case closed, survey fired · AGENT → human escalation
4
Outcome logged in Service Cloud
Deflected or escalated · full history on case record
Tier-one deflected · Agent handles only what needs them · Scale service, not teams
SLA & Escalation
Threshold alert · Agent action · Supervisor notification · Case close · Service Cloud
Zero missed breaches03 / 04
1
SLA threshold approached
Service Cloud triggers SMS alert to agent before breach
2
Agent alerted · takes action
Priority update sent to customer - anxiety reduced
3
Breach → supervisor notified
Auto-escalation to supervisor · no manual chase needed
4
Case resolved · record updated
Resolution SMS + CSAT survey · case closed in Service Cloud
Zero SLA breaches missed · Auto-escalated · Customer always informed · FCR +35%
CSAT & Case Close
Resolution · Survey · Score logged · Detractor recovery · Service Cloud
CSAT +38%04 / 04
1
Case resolved in Service Cloud
Resolution confirmation sent · CSAT survey fires instantly
2
Customer rates 1–5 via SMS
5× response rate vs email · collected while memory is fresh
3
Score logged in Service Cloud
Top agents flagged for reward · detractors escalated
4
Detractor recovery sequence
Conversation history proves grievance · recovery flow starts
CSAT +38% · Performers rewarded · Detractors caught · Service quality improves every cycle
⚡ AI Use Case · Service

AI-Powered Customer Service at Scale.
24/7.

Agents are too valuable to spend on tier-one queries and manual case tracking. 360 SMS AI agents handle chatbot deflection, FAQ responses, guided troubleshooting, SLA monitoring, case routing, and CSAT collection - automatically inside Salesforce Service Cloud. Expand your customer base even with leaner service teams.

Conversation Analysis for Service Intelligence
Conversation Analysis identifies frustration trends, recurring complaints, sentiment patterns, and required follow-up actions from customer interactions automatically.
Improve support decision accuracy
AI-powered Service Surveys
Generates intelligent, context-aware responses based on the customer's last input - making service interactions more conversational, personalized, and responsive across messaging channels.
Run interactive, AI-driven surveys
Language Translation for Support Teams
AI Language Translation translates customer conversations in real time to support seamless multilingual communication across diverse customer groups.
Deliver better customer experiences
All AI agents run natively inside Salesforce Service Cloud - no external tools, no extra logins.
Every customer interaction is auto-logged to the case record. Data stays in your Salesforce org.
See AI in action →
Service Cloud Native · Omnichannel · Full Stack
Platform & Service Cloud Integration

The full stack for modern
service operations - native to Service Cloud

Chatbots, automated case routing, SLA alerts, and two-way messaging tied to case records - natively inside Service Cloud. Support customers across SMS, WhatsApp, and voice while keeping every conversation connected in one place.

Native to Salesforce Service Cloud
Every case interaction, routing decision, and survey response is logged to the Service Cloud case record. No middleware. No sync delays. No data leaving your org.
Omnichannel - SMS, WhatsApp, voice
Customers can switch between SMS, WhatsApp, and voice without losing conversation context or continuity. Agents see the full history regardless of which channel the customer used.
Round robin and geotagged assignment
Assign cases through a round robin, geotagged, or geotagged round robin pattern for more availability. The right agent always gets the right case - automatically.
Out-of-office automation
Automate voicemail and text alerts when teams are out-of-office. Auto-response ensures customers never feel ignored. Urgent cases are escalated even when no agent is available.
Full-Stack Service Cloud SMS Platform
The complete service SMS stack, all native to Salesforce
Native to Service Cloud - all case data inside Salesforce
Chatbot · IVR · keyword routing - tier-one deflection
SLA alerts · auto-escalation · supervisor notification
Omnichannel · SMS, WhatsApp, voice · zero context lost
Round robin · geotagged · auto-assignment
CSAT surveys · performer rewards · grievance tracking
Scale Service. Not Teams.
Expand your customer base with lean teams through automated guided support and higher case handling.

Trusted by 60K+ Users Globally

The most reviewed Salesforce SMS app on AppExchange — verified 5-star reviews from real service teams globally.

★★★★★

360 SMS cut our average handling time by 40% in the first month. Chatbot deflection handles routine queries automatically and our agents only see cases that genuinely need them. We scaled our customer base without adding headcount.

Angela T.
Head of Support · ServiceFirst · Service Cloud
★★★★★

SLA breach has gone to zero. The moment a case approaches threshold, both agent and supervisor get an SMS — the case is handled before it breaches. Omnichannel means customers switch channels without repeating themselves.

David K.
Service Cloud Admin · TechSupport Co · Salesforce
★★★★★

CSAT surveys via SMS get 5× the response rate of email — and we collect them while the experience is still fresh. Our top performers are now identified weekly from ratings data. Service quality improved every single quarter since we launched.

Rachel M.
Director of CX · OmniCare · Salesforce Service Cloud

Accelerate case resolution and customer fulfillment.

See 360 SMS running inside Salesforce Service Cloud in a free 20-minute demo.

Common questions about SMS for customer service teams

1. How can businesses use Salesforce SMS to automate customer support communication?
2. How can SMS help reduce customer anxiety during support interactions?
3. How can companies use SMS chatbots to handle customer support queries?
4. How can SMS improve case resolution time in customer service?
5. How can businesses use SMS to send SLA alerts and escalation notifications?
CONTACT US

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Whether you need a 360 SMS demo, a pricing quote, or help with setup in Salesforce, our team is available 24x7 across the US, UK, AU, and IN.

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Trusted by 60K+ users on Salesforce

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