
AI Voice Agents - The Complete Guide to Voice Chat (2025)
Learn everything about an AI voice agents, its benefits, implementation tips, and the AI voice chat applications for business success.
Longer wait times, high call volumes, and language barriers in call centers often frustrate customers. Complex interactive voice response (IVR) menus only add to the problem, leading to customer dissatisfaction. That’s why companies are adopting smarter self-service solutions like artificial intelligence (AI) voice agents. In fact, experts predict the voice bot market will reach $98.2 billion by 2027, showing a clear trend toward smarter solutions to improving customer experience.
AI voice agents technology combines Natural Language Processing (NLP), machine learning, and voice recognition to transform customer interactions. It provides quicker, more efficient service and improves the overall customer experience.
In this guide, we'll explore what AI voice agents are, their key features, practical use cases, and tips on how to implement a voice agent in your business.
What is an AI voice agent?
An AI voice agent is a two-way conversational tool that communicates with the customer. It automates inbound and outbound calls without human intervention and transfers calls to a human agent when needed.

The biggest advantage? Callers can navigate an IVR by speaking naturally, without listening to long, complex menus or pressing numbers on a keypad.
Popular AI voice agent examples include Apple's Siri, Google Assistant, and Amazon's Alexa. These tools simplify interactions, provide instant answers, and automate tasks. In contrast, advanced bots like IBM’s Watson Assistant and Microsoft’s Cortana handle customer support, sales inquiries, and internal communications.
Types of AI voice agents
Here’s a breakdown of the four main types of AI voice agents and how they can benefit your business:
Rule-based AI voice agent
Rule-based voice agent use predefined sets of questions and rules to offer answers or perform tasks. Such voice agents handle routine tasks and customer FAQs. They answer all queries that fall under the if-this-then-that logic.
For example, an e-commerce site using a bot to guide customers in checking their order status or a banking site handling routine inquiries like balance checks, bill payments, transaction histories, etc.
AI-assisted voice agent
AI-assisted voice agents use machine learning and natural language to interpret conversations so they can analyze the context and grasp what the speaker means. This makes them far more capable and user-friendly than the conventional, rule-based voice agents.
Let’s suppose a user asks Alexa, 'What's the weather tomorrow?' and then follows up with, 'How about next week?' it remembers the context. This adaptability means customers don’t have to repeat themselves, creating a more contextual customer experience.
Conversational AI voice agent
Conversational voice agents make conversations using natural language. They’re more nuanced than AI-assisted voice agents as they can handle complex conversations using everyday language to create more personalized interactions.

Google Duplex, and IBM Watson Assistant, are examples of conversational voice agents. They can make phone calls, make reservations, and handle natural conversations with a human-like tone.
Voice-activated voice agent
These bots use voice commands to answer practical questions and perform routine tasks. They are more flexible than personal voice agents that adapt to speakers and perform customized tasks.
Such bots serve as digital assistants to AI-assisted bots like Siri.
How does an AI voice agent improve customer engagement?
A customer calling your sales team wants to feel valued and understood. An AI voice agent does that. It puts the customer at the center, creating a better experience and driving business benefits as a result. Let’s understand it with a few use cases.
Use case: Get a quick update on order status, 24/7

Assuming the AI voice agent is integrated into your CRM, it greets the customer by name. Instead of navigating through a branched IVR to get their order status, the customer can simply say ‘order status’ and the voice bot pulls out the order details from the CRM and gives the user a real-time update within seconds.
Sheraz Ali, the Founder of HARO Links Builder states that their voice agent managed over 30% of customer interactions in one of their company projects and drastically reduced wait times.
“It also improved our response efficiency and led to a 20% increase in customer satisfaction scores and a reduction in operational costs within three months.”
Benefits:
- Decreased waiting time.
- Limited IVR menu navigation.
- No human intervention is required.
- Quick response times.
- Reduced business costs.
- Tangible increase in customer satisfaction.
Use case: Improve language learning for students

A language learning platform uses a voice agent to provide real-time translations and personalized tutoring. So the voice agent instantly supports students in any subject by translating and clarifying complex terms in their preferred language.
Benefits:
- Reduced requirement for multilingual staff.
- Increases inclusivity as the bot answers in the user’s preferred language.
- Language barriers are removed.
Use case: Improve patient outcomes in healthcare

It's easy to miss appointments or forget to deliver prescriptions to the patient’s home timely. A healthcare service can employ a voice agent to deliver personalized care and offer preliminary health assessments, medication reminders, and easy appointment scheduling, all according to the individual patient's needs.
Benefits:
- Saves time by streamlining appointment bookings.
- Ensures medication adherence with timely reminders.
- Reduces workload for healthcare providers with automated support.
Use case: Streamline routine financial services

Once integrated with the banking system, the voice agent automates routine financial tasks, provides instant account information, processes transactions, and delivers personalized financial advice around the clock.
Benefits:
- 24/7 access to financial services without wait times.
- Improves customer experience with quick, accurate responses.
- Automates routine tasks, freeing up staff for complex queries.
- Provides personalized advice to improve financial decision-making.
Use case: Get personal shopping assistance

An e-commerce platform can use a voice agent to assist customers with product selection, provide personalized recommendations, and automate the sales process from start to finish.
Benefits:
- Delivers a personalized shopping experience 24/7.
- Boosts sales with customized recommendations.
- Reduces cart abandonment by guiding customers to checkout.
- Improves customer satisfaction with fast, accurate service.
Features of an AI voice agent
To understand why voice agents are so effective, let’s look at the key features that improve the overall customer service experience while streamlining business operations.
The best voice agents for businesses come equipped with:
Natural language understanding (NLU)
An AI voice agent understands user queries by converting speech into text using AI and NLP. It then forms an appropriate response and converts it back into speech using text-to-speech (TTS) technology. This ability to understand and respond in natural, conversational language sets AI voice agents apart from traditional IVR systems, which rely on rigid, menu-based responses.

Personalization capabilities
Customers want quick, personalized responses to their queries, unlike complex IVR systems that frustrate them with lengthy menus. An AI voice agent offers contextual conversations, adapting to the user’s intent. It detects speech cues, skips irrelevant interactions, and also transfers calls to the right agent.
Hence, when comparing voice agents to IVRs, the bot's ability to offer personalized interactions like a human outshines communication systems that follow even the best IVR practices.
Multi-language support
AI voice agents break down language barriers, supporting multiple languages to provide a more inclusive and accessible customer experience. Businesses can easily connect with diverse customer bases across the globe.
For instance, Plivo supports speech recognition in 27 languages and their regional variants.
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Integration with other platforms and services
AI voice agents easily integrate with platforms like customer relationship management (CRM) systems, Enterprise resource planning (ERP) tools, and ticketing software. They access and update customer data in real time to ensure accuracy.
These bots also pull relevant details, automate follow-up actions, and sync with communication channels like email or chat. This creates a personalized and consistent customer experience across all touchpoints.
Benefits of voice agents
Let’s now look at the benefits of AI voice agents.
Enhanced user experience
Many businesses have concerns over the quality of a voice agent for customer service. However, a voice agent answers queries quickly regardless of the time of the day. Speedy, reliable answers are important to providing excellent service, making voice agents an invaluable tool for businesses looking to improve customer satisfaction.
Additionally, businesses can:
- Handle routine queries and common tasks faster than human agents.
- Remove the need for users to navigate complex IVR menus.
- Manage high-volume calls without errors.
Better cost efficiency
An AI voice agent doesn’t just save time, it also saves money. It boosts user satisfaction and reduces support times by automating repetitive queries. This frees up staff for higher-value tasks, and interacting with customers after hours has improved lead conversion.
The direct benefits to businesses are:
- Reduces the need for a larger customer support team.
- Allows human agents to focus on complex, high-value inquiries.
- Engages users outside business hours to boost marketing return on investment (ROI).
- Lowers training costs and minimizes the risk of providing incorrect information.
Accessibility for users with disabilities
With over one billion people living with disabilities worldwide, voice agents make services more inclusive. They enable hands-free, accessible interactions, allowing customers with visual, motor, or cognitive impairments to engage with the business easily. This not only improves customer satisfaction but also broadens the company’s reach to a more diverse audience.
Data collection and analysis for improved services
Voice agents don’t just serve customers — they also gather insights. Use this data to analyze data and improve services, personalize marketing efforts, and make more informed business decisions.
24/7 availability
Unlike human agents, voice agents are always accessible. They ensure customers get help whenever they need it, contributing to a more consistent and reliable customer experience.
Future of AI voice technology
As IBM's data engineer, Chris Hay puts it, "We're entering an era where every mom-and-pop shop can have the same level of customer service as an enterprise." This statement captures the transformative potential of voice recognition technology.
AI voice chat applications benefit businesses of all sizes by delivering top-tier customer experiences. Tech giants are already paving the way. Microsoft has updated its Copilot AI with advanced voice capabilities, allowing it to handle complex queries with natural language reasoning, while Meta has introduced voice AI to its messaging apps.
AI voice assistants will move beyond smartphones, integrating into wearable devices like the recently unveiled Meta Orion augmented reality glasses. For businesses handling sensitive client relationships, this could mean smarter, empathetic bots that mirror the tone and approach of a human assistant.
Key upcoming trends:
- Hyper-personalization: Customized voices and targeted recommendations.
- Advanced problem-solving: Managing complex queries using natural language.
- Real-time analytics: Analyzing customer tone for deeper insights.
Yet, challenges remain. Arvind Rongala, the founder of a skill-management solution provider, shares, “There are still issues, especially with data privacy and ensuring interactions are human-like. In addition to resolving problems with bias in training data and regulatory compliance, businesses must strike a balance between automation and personalization. For example, adhering to GDPR regarding the storage of voice data can be challenging, but doing so is essential to fostering trust.”
Ultimately, businesses need to prioritize data security, explore multi-device integration options, and develop stronger contextual understanding for natural interactions.
Launch an AI voice agent with Plivo
Any scaling business needs a voice agent that's easy to integrate, globally accessible, and cost-effective without sacrificing quality.
Plivo checks all these boxes, offering seamless integration, seven global points of presence for low-latency interactions, and competitive rates starting at just $0.0040 per minute. It's ideal for businesses willing to scale while keeping operational costs in check.
In fact, Plivo can reduce operational costs by up to 40%.
Moreover, its commitment to reliability is backed by a 99.99% uptime guarantee, with failover capabilities that switch within two seconds if any disruptions occur.
You can launch voice agents with Plivo using just a few lines of code.
- Log in to your OpenAI Account: Secure your API key and RealTime API access.
- Log in to your Plivo Account: Sign up and get a voice-enabled number.
With integration options for leading speech-to-text (STT) and TTS providers like Deepgram and ElevenLabs, you can launch AI voice agents in multiple regions, including India, using local numbers.
Use Plivo-powered voice agents for:
- Personal shopping assistance: Offer personalized recommendations, go through product selections, and close sales.
- Healthcare automation: Improve patient outcomes with medication reminders, and appointment scheduling, and offer preliminary health assessments.
- Inclusivity in education: Break language barriers in learning with real-time translations and personalized tutoring across multiple subjects.
- Routine financial services automation: Provide instant account information, personalized financial advice, transaction processing status, etc. to customers.
With a 24/7 AI voice agent, your business can handle these tasks around the clock, ensuring that customers are never left waiting. Want to improve customer experience with Plivo? Contact us today.

AI Voice Agents for Real Estate (2026): 10 Tools Compared, Real Limitations and What Actually Scales
Compare 10 AI voice agents for real estate in 2026. Evaluate response time, CRM integration, multi-channel support, and scalability to find the right solution.
AI voice agents in real estate are all about response time, coverage and quick follow-through. If your system can't answer calls immediately, qualify intent, book tours and update your CRM without manual cleanup, it's not helping you win more deals; it's adding another layer for you to manage.
This guide isn't for browsing tools. It's for operators deciding whether to commit to AI voice agents in 2026 and ship something that actually helps you scale. We compare 10 platforms based on how they perform after signup, how fast you can go live, what breaks under real lead volume, and what it takes to keep them working week after week.
Top 10 AI Voice Agents for Real Estate (2026)
The goal here is simple: Helping you choose an option that you can launch confidently, not replace after the first integration headache.
1. Plivo
When aiming to build and scale AI voice agents for real estate, you care about two things: reaching prospects first and converting more inquiries into confirmed showings. Plivo excels here since it gives you production-ready AI voice agents that place instant callbacks, answer listing questions from your data, and book tours directly on your agents' calendars. They operate reliably across phone, SMS, WhatsApp and chat without stitching together telephony, AI models and messaging vendors.
Plivo is the AI agent builder platform for voice-first, omnichannel experiences—built on a carrier-grade telephony network trusted by Uber, Meta, Zomato, and thousands of businesses worldwide. Business teams can launch agents without writing code using Vibe agent. Engineering teams can orchestrate custom voice agents in code with full control. The foundation is Plivo's global communications infrastructure spanning 190+ countries: 15+ years of proven reliable infrastructure, low latency, and the call quality enterprises demand.
Core Capabilities:
- Inbound & Outbound AI Voice Agents: Handle live calls end-to-end, qualify intent, route intelligently and escalate to human agents when needed.
- Multi-Channel Agent Coverage: Run the same AI agent across phone, SMS, WhatsApp and chat with shared context across channels.
- No-Code AI Agent Builder (Vibe): Build and deploy voice agents using plain-English instructions, no prompt engineering or coding required.
- Build your way: Business teams launch with no-code tools; engineering teams build custom voice agents with full-code control. You're never forced into a single way of working.
- Vertically Integrated Telephony (CPaaS): Voice runs on Plivo's own global telephony infrastructure, avoiding third-party carrier dependencies.
- Low-Latency Voice AI Stack: Integrated TTS, STT and LLM orchestration enables sub-500ms response latency, critical for natural voice conversations.
- Enterprise-Grade Reliability: Built on Plivo's proven CPaaS platform with 99.99% uptime, 15+ years of reliable infrastructure, and global carrier connectivity across 190+ countries.
- CRM & Workflow Integrations: Pull customer context in real time and write call outcomes back to CRMs and support tools automatically. Connect Follow Up Boss, kvCORE, BoomTown, Salesforce, HubSpot, Google Calendar, Outlook, and your MLS/IDX feed.
- You own the stack: You get to choose your speech-to-text (STT), text-to-speech (TTS), and LLM while keeping prompts and data portable and avoiding lock-in.
Best fit if you:
- Need real-time voice agents that can operate continuously at scale.
- Want to avoid stitching telephony, AI and messaging vendors together.
- Plan to deploy across multiple channels, not voice alone.
- Have defined workflows for lead qualification, routing or follow-ups.
Not a fit if you:
- Only need a lightweight voice demo, basic IVR or short-term experiment.
- Want a fully turnkey, real estate-specific tool with no configuration or workflow control.
- Don't plan to integrate voice agents into your CRM, data stack or operations.
2. Luron AI
Luron AI is best suited for teams that need 24/7 AI voice agents that never miss calls and qualify leads automatically. It supports multilingual conversations and keeps pacing tight across accents and speaking styles. The system handles inbound and outbound voice conversations in dozens of languages and automates bookings and follow-ups without human staffing.
Core Capabilities:
- Instant call answer & qualification: AI answers every call, gathers intent, and qualifies leads without hold times.
- Multilingual support: Handles AI conversations in 45+ languages to cover diverse lead sources.
- Inbound & outbound support: Manages both types of calls and can also run outbound follow-ups.
- SMS, chat & email automation: Extends voice agents to text and messaging channels for a unified engagement approach.
- CRM & integration options: Connects to existing phone systems via SIP trunking and can integrate with CRMs and ticket systems.
Best fit if you:
- Want 24/7 lead capture and qualification without adding staff.
- Need multilingual voice conversations for global or diverse markets.
- Expect to automate bookings, follow-ups and reminders on voice and messaging channels.
- Have a CRM or existing phone system you must integrate with.
Not a fit if you:
- Only need a simple inbound answering or IVR replacement without automation.
- Want a solution focused on voice only, with limited channel reach.
- Prefer fixed, transparent pricing tiers publicly listed.
3. Callers AI
Callers AI is a platform for automating customer conversations with human-like voice agents that handle both inbound & outbound calls and messaging channels, powered by your brand's data and tone. It's focused on scaling high-volume voice interactions while maintaining contextual continuity across channels in a single branded voice experience.
Core Capabilities:
- Omni-channel AI interactions: Voice agents run across phone, SMS, WhatsApp and chat from a central AI brain.
- Human-like voice calls: Agents answer and place calls in a natural conversational style.
- Lead workflows & use cases: Supports lead qualification, cold call automation, appointment confirmation, retention flows and more.
- 24/7 availability & language breadth: Designed to handle calls and messaging around the clock, in multiple languages.
- Context remembering: Conversations carry context across voice and messaging so follow-ups feel continuous.
- Integrations & automation: Connects to CRMs and tools (300+ integrations) so call outcomes can update your systems.
Best fit if you:
- Want both inbound and outbound AI calling with consistent, natural-tone responses across channels.
- Need an AI system that can qualify leads, confirm appointments and manage follow-ups automatically.
- Are scaling high call volumes 24/7.
- Prefer a central "brain" that keeps context across channels and workflows.
Not a fit if you:
- Only want a basic voice or outbound dialer with limited cross-channel logic.
- Need a tool focused exclusively on simple IVR or basic routing without AI conversation layers.
- Prefer a product you can set up and forget in minutes without upfront configuration or workflow definition.
4. SquadStack AI
SquadStack AI is best suited for teams that want AI-assisted sales and voice engagement workflows supported by configurable human-in-the-loop automation. It blends automated outreach and qualification with options to escalate to human agents where needed, helpful for revenue teams that are focused on pipeline speed.
Core Capabilities:
- Automated Lead Engagement: AI enabled workflows proactively contact prospects and qualify them using data-driven sequencing.
- Voice & Messaging Channels: Supports outbound dialing, ringless voicemail, SMS and multi-touch sequences.
- Human-in-the-Loop Escalation: Configurable handoffs to live agents when conversations need human judgment.
- Sales Workflow Automation: Built-in logic for lead routing, prioritization and follow-ups across channels.
- CRM Integration + Data Sync: Sync outcomes and engagement data back to CRMs like Salesforce, HubSpot, etc.
Best fit if you:
- Want inbound and outbound automated voice interactions with natural conversation flows and multilingual capability.
- Need AI that handles lead qualification, follow-ups and reminders as part of sales or customer engagement sequences.
- Are automating sales outreach and conversational workflows alongside voice calls.
Not a fit if you:
- Need an AI platform focused on low-latency, bespoke voice agent infrastructure tied tightly to your own telephony stack.
- Are building a multi-channel bot with CRM/telephony hooks and developer control from the ground up at scale.
5. Telgent
Telgent leans into MLS and portal context. It is best for businesses that want always-on voice AI calling with automated scheduling, intelligent call handling and quick setup. Its platform emphasizes immediate activation, seamless integration with existing phone systems and natural AI responses that handle calls, schedule meetings and engage customers day and night.
Core Capabilities:
- 24/7 AI voice calling agents: Always-on call automation that answers and routes customer calls at any hour.
- Lead engagement & scheduling: Automatically books appointments, meetings and showings based on natural language conversations.
- Inbound call handling: AI answers incoming inquiries, qualifies intent and routes prospects with minimal human intervention.
- Automated inquiry responses: Provides instant answers to property questions and responds to rental or sales leads.
- Integration with real estate systems: Works with Zillow, Realtor.com, MLS platforms, Follow Up Boss, kvCORE, BoomTown, Salesforce and HubSpot for CRM continuity.
Best fit if you:
- Need round-the-clock call handling that captures leads and books appointments without missing inquiries.
- Want your voice AI to integrate with core real estate tools and CRM systems so client details are synced automatically.
- Are focused on lead conversion and showing scheduling as part of your customer engagement workflows.
Not a fit if you:
- Only require basic outbound calling with simple scripts rather than inbound + scheduling automation.
- Expect a no-config, plug-and-play voice bot that requires zero setup or customization.
- Want a platform that handles only one channel (voice only) without extending into SMS/WhatsApp/chat automation.
6. AIOnCalls
AIOnCalls is positioned as a virtual receptionist that never misses calls or opportunities. Best for teams that want an always-on voice AI assistant that handles inbound and outbound calls around the clock, engages callers in natural language, qualifies leads, books appointments and updates CRM data.
Core Capabilities:
- 24/7 Inbound & Outbound Voice Handling: AI answers and places calls around the clock across all hours and holidays.
- Lead Qualification & Follow-Up Automation: Qualifies callers in real time and automates follow-ups via voice, SMS and email.
- Appointment Scheduling & Calendar Invites: Books appointments and sends confirmations during calls.
- CRM & Workflow Integrations: Integrates with CRMs like Zoho, HubSpot, GoHighLevel, Google Calendar for real-time lead syncing and activity logging.
- Multilingual Conversations: Supports multiple languages and can handle simultaneous call sessions.
- Live Agent Escalation: Transfers complex calls to human agents when needed.
- Real-Time Analytics & Transcriptions: Provides live call monitoring, transcripts, sentiment analysis and dashboards.
Best fit if you:
- Need an AI voice agent that never misses inbound calls and engages leads immediately, 24/7.
- Want automated lead qualification, booking and follow-ups in voice, SMS, and email without human staffing.
- Are integrating call outcomes and engagement data into CRM or calendar workflows.
- Operate in industries where speed-to-lead matters and missed calls are costly.
Not a fit if you:
- Only need simple IVR or on-premise call routing without conversational automation.
- Prefer a pure telephony or developer API platform without built-in AI conversational layers.
- Are looking for a voice agent with deep, specialized industry templates.
7. Brilo AI
Brilo AI is a business-focused AI phone and voice call agent platform that enables teams to automate real-time voice interactions across industries like real estate. It promises fast setup, natural human-like voice responses, 24/7 coverage, integration with business tools and built-in analytics, all without needing a technical team to get started.
Core Capabilities:
- 24/7 AI voice call agents: Always-on AI phone agents handle inbound calls and customer engagements at any hour.
- Human-like voice interactions: Conversational voice responses built to sound natural and engaging.
- Appointment booking & scheduling: Voice agents can book appointments with synced calendars and handle reminders.
- CRM and business integrations: Integrates with a broad range of business apps (6,000+ app connections claimed) to sync customer context and outcomes.
- Real-time analytics & insights: Live call transcripts, sentiment analysis, intent tracking and topic detection support actionable insights post-call.
- Lead qualification automation: Agents engage prospects, capture intent and route high-value leads in real time.
Best fit if you:
- Need 24/7 automated voice engagement that never misses inbound or high-volume calls for lead capture, scheduling or support.
- Need a platform that books appointments, manages follow-ups and drives customer engagement without manual management.
- Plan to integrate the voice agent with CRM, calendar tools and analytics pipelines to maintain context across systems.
Not a fit if you:
- Simply need a basic phone tree, IVR or traditional call routing system.
- Are focused solely on developer-centric API telephony without AI built in.
- Require industry-specific compliance guarantees (HIPAA, PCI, etc.) documented publicly.
8. VocalDesk
VocalDesk is an AI-enabled voice and contact automation platform that helps teams automate calling, lead follow-up, support interactions and scheduling. Its focus is on automated voice conversations and multi-channel engagement with CRM integration and configurable workflows that replace manual outreach tasks.
Core Capabilities:
- Automated Voice Conversations: Handles inbound and outbound calls using AI to engage, qualify, and route callers.
- AI-Driven Lead Qualification: Automated conversation flows that marks lead intent and priority.
- Appointment Booking & Reminders: Schedules meetings and sends reminders as part of automated flows.
- Multichannel Messaging: Engages customers across voice, text and messaging platforms.
- CRM & Workflow Sync: Connects with CRM systems and business tools to log interactions and maintain records.
Best fit if you:
- Want to automate call handling and lead follow-up without manual dialing.
- Need a solution that combines voice and messaging outreach with CRM context.
- Are focused on lead qualification and scheduling as part of broader sales engagement.
Not a fit if you:
- Only need basic call routing or IVR without AI handling.
- Require explicit developer control over telephony APIs.
- Rely on hard metrics like latency, concurrency limits or multi-region telephony SLAs.
9. Calldock
Calldock is an AI voice agent platform intended for instant lead engagement, automatic qualification and scheduling. Its system calls leads within seconds of form submission, conducts natural conversations and integrates with calendars and workflows to automate follow-ups and booking.
Core Capabilities:
- Instant lead callbacks: Calls website leads within ~60 seconds of a submission, boosting early engagement.
- Calendar booking: Agents can book appointments directly to your calendar during live calls.
- Multi-channel follow-up: Agents send SMS and email follow-ups as part of the call workflow.
- Seamless handoff & callbacks: You can trigger human handoffs in natural language and schedule intelligent callbacks.
- API, webhooks, & integration ecosystem: Support for APIs and pre-call webhooks lets you fetch context before calls and connect with Gmail, Google Calendar, Slack, Zapier and thousands more.
- Developer playground & documentation: Provides API documentation and code examples for triggered calls and automated workflows.
Best fit if you:
- Want immediate lead engagement that happens in seconds.
- Need voice agents that qualify, book and follow up automatically across voice, SMS and email.
- Plan to integrate voice engagements with calendar and business workflows.
- Need a voice agent that works with easy templates for common industries with minimal setup.
- Want a low-code or no-code setup that goes live with simple configuration.
Not a fit if you:
- Need proper inbound/outbound calling with API integration.
- Require deep telephony infrastructure control or enterprise telephony SLAs.
- Are building highly custom dialogue systems that need proprietary LLM tuning beyond the existing templates.
10. Ylopo
Ylopo is a digital marketing and lead gen platform built for the real estate industry. It combines lead capture, nurturing, AI voice calling, AI texting, branded websites and marketing automation into one system that integrates with CRMs and helps real estate teams generate and convert leads.
Core Capabilities:
- AI Voice Follow-Up: Automatically calls new and existing leads to qualify interest and connect them to agents.
- AI Text Conversations: Runs two-way SMS conversations to nurture leads until they're ready to talk.
- AI² Voice + Text System: Combines calling and texting into one coordinated follow-up engine.
- Automated Appointment Transfers: Delivers live transfers or booked appointments when leads are qualified.
- Lead Generation & Nurture: Includes PPC ads, remarketing and IDX websites to capture and feed leads into AI follow-up.
- CRM & Website Integration: Syncs AI conversations and lead activity with CRMs and branded real estate websites.
Best fit if you:
- Want lead capture with nurturing as a unified system rather than isolated voice interaction tools.
- Are a realtor or team that wants AI to automatically engage leads by text and phone, not just manage manual contacts.
- Need branded websites with IDX search and integrated lead capture feeding into automated follow-up.
- Plan to keep leads engaged over longer time horizons (e.g., 90-day voice follow-up).
- Value combined marketing + AI follow-up rather than a single channel (voice only).
Not a fit if you:
- Are looking for pure AI voice agent infrastructure like a telephony-first CPaaS platform.
- Need tools focused on enterprise-grade telephony performance, low-latency voice systems or custom telephony workflows.
What Matters Most in AI Voice Agents (Beyond the Basics)
1. Telephony Ownership vs. Vendor Stitching
Many AI voice tools rely on third-party telephony stitched together with AI layers. This often introduces latency, call drops and limited routing control at scale.
What to prioritize:
- Built-in telephony with direct carrier connectivity
- End-to-end control over call routing and quality
- Fewer external dependencies
Plivo runs on its own global CPaaS and carrier-grade telephony stack, removing third-party voice dependencies.
2. Real-Time Performance (Latency & Uptime)
Voice conversations break down quickly when responses lag or calls fail. Sub-second latency and high uptime aren't "nice to have"—they're mandatory.
What to validate:
- Sub-500ms voice response latency
- 99.99% uptime or better
- Real-time STT, TTS, and LLM orchestration
Plivo's vertically integrated Voice AI stack is designed for low-latency, real-time conversations on proven infrastructure.
3. Multi-Channel Context, Not Disconnected Bots
Leads move between calls, SMS, WhatsApp and chat. Treating each channel as a separate bot creates broken experiences and duplicate work.
What to look for:
- Shared context across voice and messaging
- Unified conversation history
- Seamless handoffs between channels
Plivo supports multi-channel agents that share context across phone, SMS, WhatsApp and chat from a single system.
4. Integration Depth (CRM, Calendars, Workflows)
Voice agents don't operate in isolation. Without deep integrations, they become another silo your team has to manage.
Prioritize platforms that:
- Read from and write to CRMs in real time
- Trigger workflows during live calls
- Integrate cleanly with calendars and support tools
Plivo integrates directly with CRMs and business systems, allowing agents to act on live data and update records automatically.
5. Built for Scale, Not Just Launch
Many tools work well for pilots but struggle under sustained call volume or multi-region deployment.
Ask:
- Can this run continuously without degradation?
- Are pricing and performance predictable as usage grows?
- Will this still work when channels or regions expand?
Plivo's AI agents are built on infrastructure that already powers enterprise-grade voice and messaging at global scale.
FAQs
What's the fastest way to go live without breaking existing operations?
Start with a single, contained flow like after-hours inbound calls or instant lead callbacks. Connect your phone numbers, CRM and calendar, define escalation rules and launch! You can expand coverage once live data validates the flow.
How do I ensure voice quality doesn't feel robotic or laggy?
Voice quality depends on latency and telephony control. Platforms with integrated telephony and real-time STT/TTS orchestration keep responses sub-second, which is critical for natural conversations that callers don't hang up on.
How does the agent stay accurate and compliant with real estate data?
The agent should pull from a restricted, curated knowledge source (MLS, IDX, listings) and operate within defined guardrails. When questions exceed scope like pricing nuance, legal terms, fair-housing-sensitive topics, it escalates to a human automatically.
What happens when call volume spikes or multiple leads call at once?
Calls don't fail—they should queue. High-intent conversations can be routed to live agents, while others are qualified, scheduled or followed up asynchronously. Every outcome is logged so nothing gets lost.
How does this fit into my CRM and follow-up workflows?
The agent reads live CRM data during calls and writes outcomes back automatically in the form of notes, disposition, next steps and booked appointments. Your team picks up conversations with full context instead of starting from scratch.
Try Plivo Free
Curious how an AI voice platform performs in your workflows, not just in theory? Plivo offers a free trial account with credits so you can experiment with voice, SMS, WhatsApp and chat services before committing. When you sign up, you get trial credits, can add a phone number and start testing features like real-time voice interactions and multi-channel engagement using APIs or visual tools like PHLO. This lets you validate performance, integrations, and call flows with your actual data—all without upfront cost.
Plivo's trial lets you test core capabilities immediately, making it easy to see how quickly you can build, launch, and refine agents that handle calls, qualify leads and update systems in real time.
Get started with your free trial now and begin building your first agent today.

Best AI Voice Agents for Customer Support and Service (2026): What to Deploy Now
Compare 10 AI voice agent platforms for customer support. Get a practical 30-day pilot framework, implementation workflow, and outcome-driven selection guide.
1) Plivo — The fastest path to production-grade AI voice agents for customer support
A recent Gartner survey found that most customer service leaders plan to explore or pilot conversational GenAI in 2025—making a clear, near-term mandate to deliver something that works on the phone channel, not just in chat. That's your cue to build a reliable voice front door with an AI agent builder platform designed for voice-first, omnichannel experiences.
Why Plivo is #1
Plivo is the AI agent builder platform that lets you build your way. Whether you're a business leader who needs to launch fast or an engineering team building custom workflows, Plivo meets you where you are. Start with no-code tools that let non-technical teams deploy agents in hours. Go deeper with low-code orchestration for more control. Or build from scratch with full-code frameworks that integrate into your existing stack. You're never forced into a single way of working.
What it does for you
Plivo's Voice AI stack is modular by design. Want speed? Use the fully integrated platform—STT, LLM, TTS, and telephony—pre-configured and ready to go. Want control? Orchestrate your agents using code with Plivo's Agentic STT models and Telephony, alongside your preferred LLM providers. Want just the connectivity layer? Use audio streaming or SIP trunking and bring everything else yourself. You decide where Plivo ends and your stack begins.
Underlying it all is a reliable, carrier-grade telephony platform that scales for enterprises—global PSTN/SIP connectivity, number provisioning and porting, call routing with failover, recording with consent, and clean human handoff with full context into your CRM or help desk.
Segment-by-segment fit
If you're SMB, launch fast with no-code tools that let you deploy agents in hours, plus a simple dashboard and connectors for Shopify and Calendly. If you're mid-market, use low-code orchestration for more control, with a modular stack that lets you use what you need—swap in your preferred LLM, STT, or TTS. If you're enterprise, build with full-code frameworks that integrate into your existing stack, plus a modular Voice AI stack to pick-and-choose what you need, governance features (RBAC, audit transcripts, data residency), and contact center integration for high availability and reporting.
Start with Voice, go everywhere
Voice is the hardest channel to get right—and it's where Plivo leads. But the same flexible building experience extends to WhatsApp, SMS, RCS, and Chat. Build once, deploy across channels, and meet customers wherever they are.
Suitable for
- Fintech customer service: consent-first flows, secure keypad capture, dispute status, and callbacks.
- Healthcare scheduling: multilingual intake, appointment changes, escalations with a summarized handoff.
- Retail and logistics: order status, returns, delivery windows, and SMS/WhatsApp follow-ups.
No more choosing between a locked-in platform that's easy but limiting, or a DIY approach that's flexible but painful. Plivo gives you both—simplicity when you want it, depth when you need it.
Explore the Voice API, check pricing, review compliance, handle numbers & porting, browse case studies, or jump into the quickstart.
2) Google Dialogflow CX — Complex, branching flows without spaghetti
Key features
Dialogflow CX uses a flow-and-page model to capture state and branching, so you can manage multi-step intents like returns, warranty claims, and multi-factor verification without dozens of brittle intents. It supports voice and text and includes versioning, experiments, and test tools. For telephony, you can use partner gateways or SIP; for global reach, put Plivo at the edge and connect to CX.
Why it matters
Complicated support journeys need explicit state. CX gives you that structure. If your "Where's my order?" workflow forks based on identity checks, fulfillment method, and policy windows, you can keep logic readable and testable. CX also plays well with multilingual experiences and mixed initiative, so callers can change course mid-conversation.
Implementation steps
Start with a single high-volume journey and draw it as a CX flow. Add a fallback page with a short menu for noisy lines. Ground the bot in your knowledge base and order system, then add handoff rules. Put Plivo in front for numbers, routing, and recording consent, and pass summaries back to your ticketing system.
Suitable for
Teams with multiple brands or product lines, where branching grows quickly and consistency matters across regions.
3) Amazon Lex + Amazon Connect — AWS-first voice automation that ops can own
Key features
Lex handles the speech and NLU for voice and text. Connect adds the contact-center fabric: routing, IVR, call recording, and agent desktop. It's a natural fit if your data and apps live in AWS and security prefers IAM-managed access. For global numbers or bring-your-own carrier control, front with Plivo and route into Connect.
Why it matters
Staying inside AWS accelerates procurement, security reviews, and monitoring. You can call Lambdas for tool use, search knowledge with Kendra, and use Connect metrics and contact flows your ops team already knows. That shortens time to value and concentrates governance in one place.
Implementation steps
Define one call flow in Connect (ID&V → status lookup → handoff). Build Lex intents from your top FAQs. Add Plivo for number management, routing, and failover. Send summaries back to your CRM or help desk. Keep a barge-in plan for noisy environments and a keypad fallback for payment flows.
Suitable for
IT-led programs where AWS standardization, auditability, and a single pane of glass for monitoring are priorities.
4) IBM Watson Assistant — Governance-first deployments in regulated industries
Key features
Watson Assistant supports omnichannel conversations with documented security and governance options, including deployment paths designed for regulated workloads. If your risk office leads the decision, IBM provides clear guidance on audit logging, data handling, and architectural choices. Add Plivo to handle PSTN/SIP, call consent prompts, and compliant recording policies.
Why it matters
Financial services and healthcare teams often need auditability from day one. When you need clear data-handling boundaries and deployment models that align with internal controls, IBM's documentation and support track help you pass reviews without months of back-and-forth.
Implementation steps
Map your data-classification rules to Watson's deployment options. Keep contact recordings and transcriptions in your approved storage. Use Plivo's routing and consent prompts to standardize intake across regions. Summarize calls into your case system for full traceability.
Suitable for
Organizations with heavy compliance needs, strict data residency, or formal audit trails for every customer interaction.
5) Cognigy.AI — IVR modernization with fine-grained voice control
Key features
Cognigy combines a visual designer with a voice gateway that supports streaming ASR, interruptibility, and transfer control. It integrates with multiple speech providers and enterprise systems like SAP and Salesforce. This lets you tune barge-in sensitivity, error handling, and handoff cues rather than living with a one-size-fits-all IVR.
Why it matters
If callers still hear a menu tree, you're wasting time and goodwill. Cognigy helps you replace rigid menus with natural conversations and graceful escalation. You keep the levers you need—timing, sensitivity, fallback prompts—so the agent feels human, not scripted.
Implementation steps
Start with the two intents that create the most queue time. Set barge-in thresholds conservatively and widen them after you test in live traffic. Put Plivo at the edge to manage numbers, recording policies, and failover. Send summaries with disposition tags to your CRM.
Suitable for
Enterprises with legacy IVRs, high call volumes, and a clear need to reduce effort without ripping out the contact-center core.
6) Salesforce Agentforce — CRM-native service automation where your team works
Key features
Agentforce brings AI agents into the Salesforce console and data model. Your service team stays in the view they know, while the agent handles common intents, drafts summaries, and routes cases. Add Plivo for calling so every phone interaction lands in Salesforce with the right context.
Why it matters
When everything you need to resolve an issue already lives in Salesforce, keeping the agent there shortens integration time and improves analytics. Supervisors can coach on the same dashboard and review case summaries, while admins maintain clear governance over data and automations.
Implementation steps
Pick one queue with repetitive calls. Tie identity checks to account data and warranties. Keep a "press 0 for a human" fallback and make sure the agent passes a clean summary with next steps. Use Plivo for the phone edge so call recordings and consent are consistent across regions.
Suitable for
Service teams that treat Salesforce as the system of record and want automation to feel native—not bolted on.
7) Zoom Virtual Agent for Phone — A 24/7 receptionist and concierge
Key features
Zoom's Virtual Agent for Phone handles greetings, routing, and the most common requests. You train it from existing docs and site content, then turn it on for after-hours or full-time reception. It's built for quick wins like appointment scheduling, store hours, and simple status checks with transfers when needed.
Why it matters
If reception lines clog your switchboard, a front-door voice agent can deflect simple questions without new headcount. As you add skills, you can expand from triage to completing tasks. For broader reach, connect Plivo to add global numbers and transactional notifications via SMS or WhatsApp.
Implementation steps
Start with greeting, business hours, and routing. Add appointment booking next. Keep live-agent transfers one click away. If you outgrow the PBX perimeter, bring Plivo in to manage numbers and cross-channel follow-ups.
Suitable for
Single-number switchboards, high-volume reception desks, and teams that need a quick, always-on front door.
8) Sierra — Enterprise "autonomous" agents with category momentum
Key features
Sierra focuses on enterprise-grade AI agents for customer service with an emphasis on agentic workflows. The leadership and market traction give executives confidence to back bigger bets. If you're evaluating multi-channel automation with rigorous SLAs, Sierra is a credible short-list option. Plug it into Plivo for reliable telephony, recording consent, and global routing.
Why it matters
Momentum reduces perceived risk. When you need cross-functional buy-in, a vendor that's already in enterprise production helps. You still need the phone edge right: numbers, routing, and failover that won't buckle under peaks.
Implementation steps
Define two end-to-end journeys (e.g., ID&V + order update; returns approval). Keep human handoff one step away and capture every call summary in your case system. Instrument containment and transfers, then iterate weekly.
Suitable for
Large teams planning multi-channel agents and looking for vendor accountability with clear deliverables and timelines.
9) Tidio (Lyro) — SMB eCommerce chat that pairs well with voice
Key features
Tidio blends live chat, an AI agent, and eCommerce integrations. It's a practical way to resolve repetitive questions, free up your team, and capture intent while buyers are on your site. Add Plivo for a simple order-status line and SMS/WhatsApp updates so customers get answers by phone as well as chat.
Why it matters
eCommerce teams need fast coverage more than complex architectures. You can start with FAQs, then add checkout and account questions. When phone calls spike—promos, holidays—route a basic voice flow through Plivo and keep your agent consistent across channels.
Implementation steps
Load your top FAQs and shipping policies, add a returns flow, and set clear handoff rules. For voice, route a single Plivo number to a lightweight agent that authenticates by order ID and ZIP code, then offers a callback option during peaks.
Suitable for
Lean teams that want to reduce repetitive chat volume now and add phone coverage without standing up a full contact center.
10) Robylon — Multi-channel AI agents focused on support teams
Key features
Robylon specializes in AI-driven customer support across voice, chat, email, and messaging. It integrates with help desks like Zendesk and Freshdesk, supports multiple languages, and offers analytics dashboards designed for service leaders. It's a pragmatic fit if your help desk is the hub of your operation.
Why it matters
You want human-like conversations that escalate cleanly. Robylon's positioning around support workflows means your ticketing, SLAs, and dispositions stay intact. For reliable calling, use Plivo for numbers, routing, and recording consent so your phone channel matches the quality of your chat channel.
Implementation steps
Start with account updates and appointment scheduling. Ground the agent in your help-desk knowledge base and macros. Track resolution time and transfer reasons; refine weekly.
Suitable for
Mid-market support teams who want a focused system that plugs into existing help-desk processes and expands to voice without heavy lifting.
How to run a safe, high-signal pilot in 30 days
Define success first
Pick three metrics: containment, transfer rate, and average resolution time. Write a one-line target for each and a go/no-go threshold. Everyone should know what "good" looks like before you take your first call.
Start with narrow, high-volume intents
"Where's my order?", appointment changes, returns, account updates. These are predictable, frequent, and measurable. Script your handoff sentence so agents never start from zero.
Build the right guardrails
Add a consent prompt, a keypad fallback for sensitive inputs, and a short backup menu for noisy environments. Keep the escalations simple: one route for billing, one for everything else.
Ground every answer
Connect the agent to your CRM/help desk and knowledge base. If the answer doesn't exist in your source of truth, escalate. Summarize every call into the ticket with disposition and next steps.
Iterate weekly
Review 20 call transcripts together. Fix the top three friction points. Update prompts and knowledge. Ship changes. Repeat.
FAQ
What's the fastest way to launch a voice agent without changing my stack?
Keep your telephony and routing on Plivo, connect your preferred conversation engine, and ground it in your CRM/help desk and knowledge base. Start with one number, one intent, and a simple fallback.
How should I measure success in the first 30 days?
Track containment, transfer rate, and resolution time. Listen for barge-in moments and interruptions—they reveal prompt and timing issues that you can fix quickly.
How do I implement consent, recording, and PCI/PHI safely?
Play a clear consent prompt before any recording. Use keypad input for payments or sensitive data. Store recordings and transcripts in approved systems and keep audit logs.
When is Dialogflow CX better than Lex, IBM, or Cognigy?
Choose CX for complex branching flows and multilingual journeys; Lex when your team standardizes on AWS; IBM when governance and deployment control are paramount; Cognigy when you're modernizing IVR with fine-grained voice settings.
How do I handle accents, noise, and barge-in in production?
Use a robust ASR, tune your barge-in sensitivity, and keep a keypad fallback. Test in noisy environments and shorten prompts. Summaries help human agents pick up without asking callers to repeat themselves.
Conclusion: Build the voice edge once, then scale what works
A measured result to anchor ROI. McKinsey reported that, at one company with thousands of agents, applying generative AI raised issue resolution and lowered handling time—small percentage gains that compound into real savings at scale. That's the kind of lift your leadership expects—and the reason to start with a focused pilot that moves one metric.
Bring your "brain" of choice, but keep the phone edge on Plivo so every call connects, every consent is captured, and every handoff carries context. Define three KPIs, pick one journey, and go live with a human fallback. Review transcripts weekly, then scale to the next two intents.
Ready to hear what real-time voice feels like? Build your agent or talk to an expert today.
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RCS Marketing 101: Your Complete Guide
Discover how RCS marketing delivers rich, branded messages that drive engagement for your business.
SMS marketing works, but let’s be honest: it feels a bit outdated compared to modern apps.
But what if you could send rich, interactive messages with branded content, images, buttons, and carousels straight to your customers’ native messaging apps?
Rich communication services (RCS) makes that possible.
If you’re ready to explore how RCS marketing can transform your engagement strategy, this guide will walk you through everything you need to know. Let’s get started.
What is RCS marketing?
RCS marketing uses rich communication services to send interactive, branded messages through a customer’s default messaging app. It’s a modern upgrade to SMS that lets businesses share images, buttons, carousels, and more — all without needing third-party apps.
A user on Reddit summed up this perfectly:

RCS lets you send messages that are visually branded with logos and colors while remaining interactive. This turns static updates into an app-like experience inside a message.
This shift is part of a broader industry move, led by Google and backed by major mobile carriers, to upgrade messaging infrastructure and make RCS the default standard on Android devices.
As support continues to grow, businesses are adopting RCS as part of their customer engagement strategy. Platforms like Plivo make that adoption easier with a reliable, enterprise-grade gateway to deliver rich, reliable RCS campaigns at scale.
RCS vs. SMS marketing: A quick comparison
Marketers today are looking for ways to deliver more interactive and visual communication, and RCS is clearly leading the way.
While SMS still works well for simple alerts, it lacks the creativity and engagement that RCS marketing offers.
Let’s take a quick look at RCS vs. SMS marketing.
4 key benefits of RCS marketing
RCS marketing makes messaging feel more natural for both you and your customers. And since you can see what’s working and what’s not, it’s easier to pivot your strategy and get better results.
Here are its four key benefits.
1. Improved user interaction
One of the biggest advantages of RCS marketing is how seamless it makes the experience for your customers. Instead of typing out replies or clicking a link to open a website, users can just tap a button right inside the message.
Want them to book a demo, check order status, or browse products? It’s all possible with just a tap.
Fewer steps mean less effort, and that leads to more people following through. In fact, individuals spend up to 37 seconds engaging with RCS messages, which is a lot longer than most other types of mobile messaging.

That extra time and interaction can make all the difference when you’re trying to convert interest into action.
2. Consistent brand experience
RCS marketing doesn’t just tell people who you are — it shows them.
Verified business profiles help people know they’re getting messages from the real brand. Every message shows your brand’s logo, name, colors, and a checkmark. These small details make it clear that the message is coming from a genuine source.

This consistency matters because 88% of people are more likely to buy from a brand they trust.
3. In-depth analytics
With RCS marketing, you can track open rates, button clicks, and how people interact with each part of your message.
You get clear visibility into what’s working and where users are dropping off.
This makes it much easier to measure the return on investment (ROI) and fine-tune your campaigns. The more you understand how people engage, the better you can shape your messaging for results.
4. Higher conversion potential
RCS marketing makes it easier for customers to take action — whether that’s browsing products, booking a service, or making a purchase — all within the message itself.
With fewer clicks and no need to switch apps, the path to conversion feels effortless. And when it’s that easy, more people follow through.
For example, EaseMyTrip used RCS to run a post-COVID travel survey. They added quick-tap answer options and followed up with a thank-you coupon. The campaign saw a 4x higher click-through rate than email, 10x more survey completions, and a 2.7% increase in conversion rate.
5 major use cases of RCS marketing
Here are five major use cases showing how brands are using RCS marketing effectively.
1. Product promotions
RCS makes product promotions feel more like browsing a store than reading a message. Brands can send image carousels that customers can swipe through to explore new arrivals, check product details, and see what’s available without leaving their messaging app.

2. Abandoned cart reminders
The average cart abandonment rate is over 70%, which means most shoppers never make it to the finish line. RCS marketing can help bring them back by making the reminder more engaging and easier to act on.
You can send a message that shows exactly what they left behind, along with a clear button to complete the purchase. It’s visual, straightforward, and the entire experience stays within their messaging app.
3. Appointment confirmations and reminders
A PhD thesis from Manchester Metropolitan University found that forgetfulness is the most common reason people skip their appointments.
RCS makes it easier for both businesses and customers to stay on the same page. You can send a message that shows the appointment details along with a simple calendar view. Add buttons to confirm, reschedule, or cancel — all within the chat.

4. Customer surveys and feedback
Getting feedback is important, but most customers lack the time or patience to complete lengthy forms. RCS marketing makes it easier by allowing brands to ask short, targeted questions and receive quick responses.
Plus, the rich features of RCS let you include images, ratings, or multiple-choice options, making feedback feel more like a conversation.
5. Customer support follow-ups
After a support request is resolved, following up shows customers you care and helps close the loop on their experience. But if the follow-up message gets buried in an email inbox or goes unnoticed, that opportunity to connect is lost.
With RCS marketing, you can send a quick message to check if everything’s working fine. You can include helpful buttons like “Change Password,” “Manage Account,” or “Talk to Support.”

RCS marketing myths and realities
Despite RCS marketing’s growing adoption and proven results, some common misconceptions still hold businesses back from trying it. Let’s look at a few of the biggest myths and what’s actually true.
Myth 1: RCS marketing is too expensive
At first glance, RCS business messaging can seem like a pricey upgrade. Rich visuals, tap-to-action buttons, and branded layouts look premium, so it’s easy to assume they come with a hefty cost.
But cost alone doesn’t tell the full story.
What you get in return matters more. RCS drives significantly stronger engagement with higher click-through rates, increased interactions, and better overall outcomes.
Take Club Comex, the loyalty program of North American paint brand Comex. They sent two rich and interactive RCS campaigns to their members and saw a 10x higher click-through rate, which helped increase revenue by 115%.
That’s the value side of the equation. Better targeting and richer content mean more people click, engage, and convert.
Myth 2: RCS marketing doesn’t reach enough users to be worth it
This concern made sense in the early days of RCS, when adoption was still catching up. But the landscape looks very different now.
In June 2024, the 12-month growth of RCS users reached 36.3%, showing faster uptake than other messaging channels. More Android devices support RCS by default, and it’s being rolled out across more networks globally. Even Apple has announced support, which means RCS is on track to reach a massive number of smartphone users worldwide.
With that kind of growth and widespread support, the hesitation around RCS is starting to fade. Brands can confidently invest in RCS marketing knowing it will connect with more customers than ever before.
Myth 3: RCS gets treated like spam and ends up ignored just like emails
Unlike email, RCS messages appear directly in the user’s primary messaging app alongside personal conversations. They include rich media and interactive elements, making them more engaging and less likely to be ignored.
This creates a more natural, conversational experience that drives higher open and response rates than traditional marketing channels.
Why choose Plivo for your RCS marketing needs
With RCS, you can turn simple messages into rich, branded conversations that feel more like chatting than broadcasting.
Plivo gives you the tools to make that shift without the hassle. From verified messaging to smart automation, everything works together to help you connect better and respond faster.
When combined with AI Agents and a unified customer data platform, RCS becomes more than just messaging. You can deliver personalized experiences at scale, automate everyday interactions, and keep conversations flowing without lifting a finger.
Here’s what you get with Plivo’s RCS API:
- Real-time personalization: AI Agents tailor conversations using customer profiles and behavior triggers to improve engagement and conversions.
- Multi-channel fallback: If RCS isn’t supported, messages automatically switch to SMS to ensure delivery and maintain consistent communication.
- Conversational automation: AI Agents handle FAQs, process orders, schedule deliveries, and route complex queries within RCS.
- All-in-one messaging platform: Manage RCS, SMS, WhatsApp, Voice, and more from a single dashboard.
- Reliable performance: 99.99% uptime and global infrastructure keep your campaigns running smoothly.
With Plivo’s no-code tools, you can quickly launch AI-powered RCS messaging across channels and deliver a consistent customer experience from day one.
See how you can launch your first RCS marketing campaign with Plivo by requesting a demo today!

RCS vs. SMS: Comparing Messaging Technologies
Compare RCS vs. SMS with their differences, use cases, and business advantages to choose the right strategy for customer engagement.
There are over 8.58 billion mobile subscriptions worldwide, making text messaging a game changer for how businesses connect with customers. Short Message Service (SMS) has long been a reliable and universally compatible choice for communication. Rich Communication Services (RCS), on the other hand, introduces advanced capabilities like rich media, read receipts, and branded messages that transform interactions.
While SMS boasts a massive user base of 9.3 billion subscribers, RCS has grown to 1.2 billion users, sparking a heated debate: RCS vs. SMS.
Engaging Android phone users through RCS chats or relying on SMS for a broad reach both offer unique advantages.
When businesses compare RCS and SMS, the key differences often include interactivity, compatibility, and cost. In this blog, we’ll explore SMS and RCS's features, business use cases, strengths, and limitations to help you find the right balance to meet business goals.
SMS: The standard since day one
SMS is a communication protocol that allows users to send short, text-only messages between mobile devices. It relies on cellular networks and not on an internet connection.
Therefore, it has been the backbone of mobile text communication for decades, as it virtually works with all mobile devices, including basic phones.
Are SMS and iMessage the same?
No, SMS and iMessage are not the same.
iMessage offers interactive features and allows multimedia-rich content sharing between two iOS devices. SMS only sends short, text-based messages between all mobile devices.
RCS: The new feature-rich customer engagement stream
RCS is an upgraded messaging protocol that relies on Wi-Fi or cellular data. It delivers an interactive experience with support for high-resolution multimedia, group chats, and other advanced features.
Are RCS and iMessage the same?
No, while they share similar features, RCS and iMessage differ.
iMessage is exclusive to Apple devices, while RCS is a universal protocol supported by various messaging apps on compatible devices.
RCS vs. SMS comparison
Let's explore the key differences between RCS and SMS for businesses evaluating their messaging strategies and deciding which option is best for them.
SMS vs. RCS messaging for businesses
SMS remains a cornerstone of business communication due to its universal compatibility with mobile devices and reliance on a cellular network.
Industries across the globe leverage SMS for fast, real-time connections—none more critical than emergency response services.
For example: Flight Vector, a dispatch solution provider for emergency medical services, revolutionized operations by adopting SMS through Plivo’s SMS API.
- The Challenge: Outdated pagers and unreliable email systems slowed emergency communications. Blocked messages or delivery uncertainty posed life-or-death risks.
- The Solution: Plivo’s SMS API delivered real-time confirmations, ensuring every critical alert reached the intended recipient.
- The Results:some text
- Over 460,000 SMS messages sent monthly without issues.
- Streamlined communication between dispatch centers, crews, and pilots.
- Real-time GPS updates for helicopter landing sites, improving response times and decision-making.
Flight Vector CEO Scot Cromer summed it up: “SMS is the future. If you don’t provide a texting solution, you’re going to be left behind.”
A 2022 survey showed a 75% increase in SMS usage due to its cost-effectiveness and ability to deliver messages even in low-network areas for critical alerts, notifications, and two-factor authentication (2FA).
RCS, on the other hand, provides businesses with interactive ways to connect with customers. Businesses are still realizing its potential — RCS adoption statistics suggest a 62% increase with 1.2 billion users. The growth comes with increasing RCS support from platforms like Google Messages and Apple.
Projections suggest an additional 900 million active users in the next two years.
Here’s a possible outlook for the mobile market in the coming years.

RCS: Use cases and advantages
Now that you’ve read about SMS's advantages and use cases, let’s focus on the benefits and potential use cases of RCS for business communication.
Deliver unforgettable customer experience
A Harvard Business Review survey noted RCS features provide richness in over-the-top (OTT) messaging with the universality of SMS.
Studies show that 90% of rich media messages are opened within 15 minutes, which increases customer engagement by up to 45 seconds per interaction. With RCS messages, businesses can engage users through:
- High-quality images, video messages, and GIFs.
- Delivery receipts and read receipts for transparency.
- Video calling capabilities for real-time interactions.
- Suggested replies and actions for seamless engagement.
- Location sharing to simplify navigation.
- In-message payment options for quick transactions.
- QR codes and sender verification for enhanced trust.
Harvard’s survey respondents emphasized the importance of these capabilities, with 81% highlighting the value of verified sender information.
Get verified for more trust
70% of consumers express concerns about the data security risks of brand texts. This is where RCS messaging’s most impactful features come into play — sender information verification.
Verification builds trust and helps brands avoid being flagged as spam. A verification authority, such as a mobile network operator (MNO), chatbot platform provider, or other specialized entity, can authenticate brands using RCS text messages.
Once verified, your brand’s logo, name, and status badge (e.g., a checkmark) will appear at the top of the conversation within the messaging app. Verified senders can confidently deliver messages to foster credibility and secure interactions across RCS-supported devices.
Merge RCS and OTT to develop better content
RCS is a powerful protocol that can complement existing communication channels like OTT to build trust and boost engagement.
Industries like healthcare and hospitality can leverage OTT for RCS communications to manage appointments, send reminders, and provide live support. For example, a hospital can use an interactive button to prompt patients to “schedule now” and book appointments directly through text.
Plivo’s WhatsApp Business API makes it easy for users to deploy WhatsApp for customer engagement with a low-cost solution. You can share rich media, including images, videos, documents, customized call-to-action (CTA) buttons, etc.
Also read: Quick Onboarding Guide to Get Started with the WhatsApp API
Get more conversions by utilizing customer data
With RCS features, businesses can showcase multiple products in a single message using image carousels, media cards, and GIFs. These chat features enhance the shopping experience when paired with CTA buttons that direct customers to checkout.
When RCS messaging becomes a tool in your omnichannel strategy, you can leverage customer data from sales, marketing, and operations to deliver personalized experiences.
Integrate RCS messages with your existing systems and channels and send engaging, media-rich promos to captivate audiences and drive conversions.
SMS: Use cases and advantages
Here is a list of SMS use cases and advantages that drive the trend.
Win trust with a personal connection
According to the Validity 2023 report, 19% of consumers prefer receiving updates via text messages, surpassing social media (16%), app notifications (6%), and direct mail (6%). This highlights the trust and reliability associated with SMS.
Additionally, SMS goes straight to the native messaging app. A direct connection to your customer’s mobile device makes communication much more personal than other channels. When recipients get a direct ping in the notification bar, they often read the text within seconds.
Businesses must implement effective SMS opt-in and opt-out mechanisms to ensure compliance and build customer trust.
Get an unbeatable return on your investment
SMS marketing is a standout performer for CFOs seeking measurable financial impact. It offers a cost-effective strategy for businesses of all sizes with almost 100% open rates, 45% response rates, and an unmatched return on investment (ROI) of $21-$40 for every $1 spent.
SMS is an ideal channel for time-sensitive communications, from flash sales to urgent updates. SMS short codes for high-volume messaging enable faster, more efficient customer engagement for events like Black Friday, during which SMS marketing has been shown to deliver an impressive ROI of up to 7433%.
To secure and seamlessly implement SMS for critical notifications like authentication, businesses can integrate Plivo with Okta for SMS verification.
Pro Tip: Combine SMS's universal reach with RCS's interactive features to watch your engagement metrics go through the roof.
Here’s a quick comparison table for engagement metrics for RCS vs SMS.
Do not worry about algorithms
Marketing on platforms like Google and social media often means playing with ever-changing algorithms that dictate content visibility.
Google's ranking criteria frequently change with core updates, while shifting social media algorithms can impact organic reach, forcing brands to rely more on paid promotions. These constant shifts create endless frustration and uncertainty for marketers.
On the other hand, SMS marketing offers a stable and reliable alternative.
Unlike search engines or social media, algorithms don’t control SMS content reach. Every SMS message lands directly in the recipient's inbox, giving you full control over communications without fighting for visibility or adapting to shifting guidelines.
Deliver messages with more impact
Human attention spans are shrinking, and SMS marketing can address this. Unlike long emails or intrusive calls, SMS delivers concise, high-impact messages that grab attention instantly.
SMS open rate is three times better than email marketing (37.3%), and the response rate is 9.3 times greater than cold calls (4.8%).
It drives this high engagement with a direct, to-the-point approach, ensuring readers focus on the message and the call to action without distractions.
Which media and devices support RCS and SMS?
SMS remains universally supported on all cellular devices connected to a network, ensuring reliability even without data connectivity.
RCS was initially available only on Android phones through Google Messages. However, RCS business messaging (RBM) was added to iOS 18.1. Now, iOS supports RCS for iPhone users for person-to-person (P2P) messaging in select markets.
While a global rollout is pending, this integration improves messaging between Android and Apple devices. Users can check and enable RCS messaging in their app’s chat features settings.
Find a solution no matter your messaging strategy
Choosing the right messaging protocol depends on your goals and audience. Consider the following when comparing RCS vs. SMS:
Choose RCS when:
- Visual appeal matters: It provides visually engaging messages with rich media like images, videos, and GIFs, perfect for campaigns prioritizing aesthetics.
- Interactivity is key: Features like buttons, suggested actions, and forms allow better audience interaction for engagement and conversion rates.
- Enhanced branding is a priority: Custom branding with logos and colors can deliver a consistent and professional brand presence.
Choose SMS when:
- Wider reach is necessary: Given that all mobile phones, even older or less advanced devices, support it.
- Immediate and direct communication is vital: SMS gets delivered instantly, making them ideal for time-sensitive updates like promotions or alerts.
- Budget constraints exist: Carrier plans often include SMS without additional costs.
A hybrid approach combining SMS and RCS offers the best results for most businesses. However, it’s important to note that RCS adoption is limited due to its data network reliance, device compatibility, and higher costs.
On the other hand, SMS still has an edge in business communication as it offers universal compatibility, cost efficiency, and dependability across all devices. SMS notification services are the best choice for small to medium-business solutions where budgets are often a restraint.
Get started with Plivo’s SMS API
No matter your goals, the right messaging solution can drive success in conversational commerce.
SMS not only supports customer communication but also plays a vital role in secure and seamless authentication processes. Whether you're managing account verifications, login security, or two-factor authentication, SMS offers unmatched flexibility, enabling businesses to scale operations during peak demands without incurring significant costs or logistical challenges.
Plivo bridges this need with its Verify API, delivering reliable and cost-effective authentication. Designed for effortless integration and maximum reliability, Verify API ensures:
- Zero authentication costs
- Free Fraud Shield for enhanced security
- No regulatory complications
- Reduced technical support overhead
Coupled with Plivo’s easy-to-integrate SMS API, businesses can deliver impactful messages while managing authentication at scale — all without hesitation or hidden fees.
Plivo provides a complete messaging solution with support for both RCS and SMS, all tailored to your business needs. Contact us to get started today!

Chatbot vs. Conversational AI: What’s the Difference?
Explore the distinctions between a chatbot vs. conversational AI, their unique applications, and how to choose the right solution for your needs.
As of 2024, 82% of consumers would rather chat with a bot than wait for a customer service agent. This indicates that chatbots are transforming customer service, making them a must-have tool for businesses everywhere.
Conversational AI platforms are taking customer service further, offering smarter, more human-like interactions that improve marketing and customer engagement.
While “chatbots” and “conversational AI” may seem interchangeable, they differ significantly in scope, functionality, and use cases.
Chatbot vs. conversational AI: How do these two solutions compare, and which suits your business needs? Read on.
What is a chatbot?
A chatbot is a computer program designed to respond to customer queries. When a customer tries to initiate contact through your website or another communication channel, a chatbot will identify and resolve the customer's query.
It can also initiate a conversation with an opening sentence such as ‘How can I help you today?’. The user then has a set of pre-defined answers to choose from and carry the conversation forward.
Conventionally, a chatbot works on if-this-then-that logic. So it gives straightforward answers to queries.
There are three primary types of chatbots:
Rule-based
These chatbots operate based on predefined rules and scripts. This means they can only respond to specific inputs or keywords. Think of a basic FAQs support chatbot that answers commonly asked questions about the store’s business hours, product return/cancellation policies, etc.
AI-based
AI chatbots for business, on the other hand, use natural language processing (NLP) and machine learning (ML). They understand and respond to complex queries in a human-like, context-aware manner.
For example, Google Assistant is an AI-based chatbot that handles varying tasks from appointment reminders to answering general knowledge questions.
Hybrid
These chatbots combine the strengths of both rule-based and AI-based systems. They follow pre-defined rules to answer basic queries but can also use AI for more complex, contextual conversations.
Businesses can configure a hybrid chatbot across communication channels like live chat, messaging apps (WhatsApp, Messenger, etc.), and in-app messaging. Given the hybrid model, these chatbots are more versatile than the other two. Several industries can integrate them into their communication systems.
Businesses can also create AI chatbots for automation by integrating conversational AI, given it’s developed on a scalable platform.
What is conversational AI technology?
Conversational AI technology provides more advanced and dynamic solutions to customer queries.
While conventional chatbots follow scripted responses, conversational AI technology consists of NLP, ML, and automatic speech recognition (ASR) to carry out human-like conversations. Here’s their function explained:
- NLP: Helps the system understand and interpret human language and nuances such as tone, intent, and context.
- ML: Supports AI self-learning with past customer interactions and behavior.
- ASR: Converts spoken words into text so that you can integrate voice-based interactions in conversational AI systems.

Normal chatbots handle FAQs, while conversational AI adapts to user preferences and makes conversations based on their input.
For instance, Plivo-powered AI voice agents use conversational AI to provide real-time customer service. They can act as a personal shopping assistant for customers, automate routine financial transactions, break language barriers in customer support or learning, and even provide personalized health assessments to patients.
Chatbot vs. conversational AI chatbots at a glance
Here’s a table stating the differences between a chatbot and conversational AI.
Use cases for chatbot vs. conversation AI in customer service
Chatbots aren’t just a passing trend. In fact, Gartner states that chatbots will become the primary customer support channel by 2027. However, how can you include them in your existing communication systems? Let’s explore.
Use cases for chatbot
Here’s a quick rundown of the specific use cases for chatbots.
Appointment scheduling
Chatbots streamline appointment scheduling by automating the process. They let customers book, reschedule, or cancel appointments 24/7, eliminating the need for staff intervention.
They can also send reminders, reducing no-shows and ensuring a positive experience for businesses and customers.
Order status updates

Updating customers about order statutes from confirming orders to tracking shipments, can chip away a big chunk of your agents’ time. In contrast, chatbots instantly respond to customer inquiries like “Where is my order?” or “What’s the estimated delivery time for x product?”.
Customers don’t need to wait for an agent to answer these queries, which significantly improves satisfaction rates while saving time and resources.
Answer FAQs
An IBM report states that chatbots can resolve up to 80% of routine customer inquiries. Imagine the time this saves up on your resources. With chatbots, customers get the answers they need without waiting 48 hours for an email response because of a holiday or an agent's unavailability.
It can handle frequently asked questions like inquiries about product features, order-related updates, shipping updates, refund/return requests, etc.
Loan applications, payments, and billing assistance
While e-commerce and healthcare have picked up on integrating chatbots into their customer service, the banking sector is no exception.
Chatbots can help users with payment due dates, loan application updates, and billing breakdowns. Simply create a bank interactive voice response (IVR) menu, and integrate it into voice-enabled bots to make customer support easier. It’ll automate routine queries and reduce operational costs.
Customer feedback collection
Businesses go out of their way to solicit customer feedback. While you can use the rule-based bots to ask customer feedback questions, take it a notch up with conversational AI. The bot then sends a feedback form to the customer after an item is sold or a task is performed.
For example, you may use it to ask users about:
- Their experience with the product.
- The delivery process.
- If the product/item met their expectations, etc.
- How they would like the product/shopping experience to be better.
Use cases for chatbots with conversational AI
You can integrate conversational AI and build on previous use cases of basic chatbots to move beyond scripted responses. However, let’s explore specific conversational AI use cases that can benefit business operations.
Personalised product recommendations

Conversational AI platforms have access to customer data, including their browsing history, purchase behavior, etc. These bots use the data and recommendation algorithms to suggest specific or complementary products.
So a generic customer query about a mobile phone narrows down to a specific model that fits their budget.
From discovery to checkout, these bots can handle the entire funnel. Use it to help customers compare products, suggest similar products, and apply discounts or upselling based on previous purchases.
Text-based bots are sufficient for a target audience that prefers texting over speaking. However, voice-enabled bots provide more convenience and feel more personalized to customers. Plus, launching context-aware voice bots is simpler than you think.
For instance, Plivo-powered voice agents integrate easily with any speech-to-text (STT), large language model (LLM) or text-to-speech provider of your choice to get started.
You can learn all about AI voice bots and their use cases in this guide.
Intelligent IVR systems
Say a customer chats with the bot and the bot transfers the call to the right agent for a nuanced response. What happens during the time between the transfer and when the agent picks it up? Typically, customers hear music or are provided with a waiting number.
However, you can maximize IVR menu efficiency with pre-answers. Create multilevel IVR menus with audio or text for prompts. Specify exactly what happens after a call is transferred before it's picked up to add value to the customer journey.
For example, if a call is transferred to a department frequently asked the same questions, you can record answers to those common queries and play them for the caller while they wait. This reduces call drops and provides information to customers upfront.
Multilingual support
Language barriers can significantly hurt your customer support strategy. The best chatbots for customer service are designed to be customer-friendly, meaning they understand and respond in the same language as the caller.
Conversational AI bots solve this by instantly switching between languages and providing personalized, native-like assistance, removing the need for multiple agents or long wait times.
Dynamic query resolution
Complex questions often lead to frustration with standard chatbots. AI-powered bots analyze the intent behind queries, offering precise solutions instead of generic responses, saving time and reducing escalation rates.
Since the bots understand the sentiment behind the words, they offer solutions after analyzing the tone of the conversation. While text-based input works well for sentiment analysis, voice-enabled bots can achieve similar insights by transcribing voice inputs into text for deeper customer analytics.
Advanced after-sales support
After-sales support issues including troubleshooting or warranty claims often take too long. AI bots streamline this process by guiding customers step-by-step, scheduling follow-ups, or handing unresolved cases to human agents without delays.
Fraud detection and prevention
Suspicious activity can compromise customer accounts.
AI bots monitor patterns, flag risks, and trigger security protocols like verification requests or account freezes, keeping customer data and transactions safe in real time.
Along with these, winning back abandoned carts, offering discounts and offers, streamlining the help desk or ticketing system, etc. are some of the top AI sales bot use cases.
Chatbot vs. conversational AI: What the future holds
Artificial intelligence in customer service is just the beginning.
Looking ahead, conversational AI is set to expand beyond traditional customer support. It will take on roles as virtual healthcare assistants for patients, personal tutors, and investment advisors, and even offer even more personalized recommendations in entertainment and retail.
As AI continues to leverage more user data, companies will face increased pressure to ensure compliance with data privacy regulations like the General Data Protection Regulation (EU) and California Consumer Privacy Act (CCPA).
The future of conversational AI will require businesses to prioritize safeguarding user data — such as clearly disclosing when a bot is interacting rather than a human agent. To keep up with these demands, conversational AI systems will be designed with built-in compliance features to meet evolving privacy standards.
Ultimately, natural language processing in AI promises more sophisticated, smart, and intuitive communication systems.
Chatbot vs. conversational AI chatbot: Which to choose when?
The decision between a chatbot and a conversational AI chatbot hinges on your business needs and the complexity of customer interactions.
For small and medium-sized enterprises (SMEs) that want to handle routine queries efficiently, chatbots are a great choice. They excel as triage systems, routing simple inquiries to the right channels and saving valuable time for your team.
Before implementing it, ask: How will your business benefit from automating basic customer concerns?
Whether it’s saving time, freeing up agents for more complex tasks, or helping with customer acquisition, understand the potential impact on your business goals.
Conversational AI chatbots, however, are ideal for more nuanced customer service needs. They’re particularly useful when you require multilingual support, the ability to handle multiple intents in a single conversation, or context-aware solutions.
Use chatbots for automation at the top of the funnel for initial contact, lead capture, or general inquiries. As customers move down the funnel, integrate conversational AI for detailed product inquiries, after-sales support, and nurturing client relationships.
Take the first step to automation with Plivo’s Voice API
For many SMEs, diving straight into conversational AI can feel like a big leap. Hence, if you’re looking for a solution that doesn’t require hefty investments, Plivo’s Voice API is the perfect starting point.
Plivo's Voice API easily integrates with your choice of speech-to-text, text-to-speech, and language model providers to build smart IVR systems. With smart IVR capabilities, you can automate routine tasks, direct calls to the right agents, and save valuable time for you and your customers.
In addition, Plivo’s Voice API supports straightforward integration with leading AI providers, including OpenAI’s speech models. Using our simple integration endpoints, you can test the language model’s ability to transcribe voice to text before deploying your IVR system. The setup is easy, requires minimal technical expertise, and adapts effortlessly to your evolving needs.
For example, you can build an IVR to automate common queries like checking account balances or updating personal information, allowing your agents to focus on more complex issues. Plus, its voice API supports key features like call forwarding, global conference calling, and call recording for in-depth analytics, providing high-quality services that meet customers’ needs.
Plivo’s reliable coverage in over 220 countries and territories, 99.99% uptime guarantee, and less than 2-second call rerouting in case of failovers amplify all these benefits.
Start simple, and scale smart. Contact us to build an integrated and intuitive communication system.

12 Contact Center Technologies and Trends to Keep an Eye On
Discover the top contact center technologies that streamline operations and empower agents to deliver exceptional customer experiences.
Delivering great customer experiences requires quick responses, personalized interactions, and communication through the customer’s preferred channels. Yet, managing high call volumes, addressing complex requests, and meeting ever-growing expectations can make this a significant challenge.
Modern contact center technologies can bridge this gap with tools that streamline operations, improve customer communication, and empower contact centers to meet customer expectations.
In this blog post, we’ll explore the top 12 contact center technologies transforming customer interactions and how they can benefit your business.
1.VoIP
A Voice over Internet Protocol (VoIP) system lets businesses make and receive phone calls over the Internet, removing the need for outdated landlines, desk phones, mobile devices, and computers. However, the benefits of switching from legacy landline systems to VoIP go beyond cost savings and improved call quality.
A reliable VoIP system:
- Eliminates the need for desk phones and outdated systems.
- Offers add-ons like two-factor authentication (2FA) to verify callers and reduce fraud calls, smart interactive voice response (IVR) scripts for streamlined self-service, and call routing to connect customers with the right agents.
- Minimizes dropped calls and ensures crystal-clear communication.

If your contact center manages a high volume of customer inquiries, use a reliable VoIP system to ensure consistent communication and reduce call drops. Apply best practices to improve implementation and achieve better communication outcomes.
2.CRM integration
A Customer Relationship Management (CRM) system houses detailed information about previous customer interactions, their preferences, purchase history, and more. When you integrate this rich data into your contact center, agents get a comprehensive view of each customer to provide highly personalized assistance.
With this data readily available, agents can quickly identify previous issues or anticipate future needs, leading to faster resolutions and a better overall customer experience.
3.Call recording
You can capture customer interactions with call recording tools and gain valuable insights from them. For example, if customers frequently complain about a specific product, the tool captures this feedback. You can then use this data to improve the product’s quality, determine whether the issue is with marketing or product design, and train your staff accordingly.
Moreover, you don’t need to worry about customer data privacy as these tools encrypt the recordings.
To further improve customer experience, opt for an automated call transcription feature tool. Transcribing calls improves customer insights with more accurate analysis, helping you identify trends and address issues more effectively.
Analyze call recordings alongside contact center performance metrics and agent productivity tools to pinpoint areas for improving agent training or call-handling strategies.
4.Call queuing
Customers dislike waiting, however, call queuing systems make the experience more manageable. They inform customers of their expected wait times, play custom messages, and offer callback options. It’s one of the most effective contact center technology trends, especially when managing a surge of customer calls.
Such transparency reduces caller frustration and improves agent productivity. Some cloud-based contact centers also have automated callbacks, allowing customers to hang up without losing their spot in the queue.
You can even customize queues with maximum wait times and personalized messages or music with providers like Plivo. It further optimizes your call queuing strategy with insights into average wait times, dropped calls, and peak hours.

5.Smart IVR systems
An IVR is one of the most important self-service options in contact centers, helping manage customer requests efficiently while enhancing service quality. It routes customers to the appropriate agent based on input or responds to queries given there's a script for that particular use case.

However, smart IVR systems don't require traditional training. They use machine learning to process customer interactions and provide context-based resolutions.
The system captures the customer's audio input and an AI bot analyzes and processes the request, generates a context-aware response, and delivers it in real-time to the customer.
They provide dynamic routing, proactive customer engagement, speech recognition, real-time transcription, and call analysis to create a more intuitive customer support experience.

You can use IVR systems to:
- Accept payments securely.
- Localize services with multiple language options.
- Route calls effectively based on customer input or intent through voice prompts or keypad input.
- Conduct surveys and gather feedback.
- Assign and prioritize inbound leads for sales calls to the right agents.
- Confirm customer availability for service or delivery dispatch through automated calls.
Pro tip: You can build a smart IVR using Plivo-powered AI voice agents to enhance your customer experience.
6.Automatic Call Distributor (ACD)
Automatic call distribution systems intelligently route users to the right agents, making it an important part of contact center automation. This ensures that customers are connected with the right agents at all times.
The system routes works based on:
- Skill-based routing: Routes callers to agents with particular skills or training based on their needs
- Time-of-day routing: Routes calls to agents depending on their time zone.
- Priority-based routine: Routes callers with urgent issues to the top of the queue.
ACD eliminates the need for manual call forwarding or transferring, reducing wait times and improving overall customer experience.
7.Chatbots
The adoption of artificial intelligence (AI) in contact centers is on the rise, and AI-powered customer service chatbots are leading the charge. These virtual assistants for contact centers handle routine customer queries without the need for live agents, significantly reducing agent workload. They serve as round-the-clock virtual agents who are ever-ready to field queries, convert leads, and reduce customer support costs by up to 30%.
Use it to perform straight-forward tasks such as:
- Scheduling appointments.
- Answering FAQs.
- Taking meal orders.
- Offering discounts and offers.
- Identifying promising leads.
- Streamlining helpdesk operations and ticketing systems.
If a chatbot fails to answer a query, it will transfer the call to an agent for a more contextual response.
8.Omnichannel customer service
The best customer experience comes from consistent support across multiple channels like SMS, voice, video, and live chat. Omnichannel customer service empowers agents to engage with customers across these various channels, providing a cohesive experience. They can easily transition between channels or even manage multiple channels at once.

Without integrated contact center channels, agents may have to switch between different platforms to review past interactions. This leads to repetitive questions, frustrated customers, and a negative impact on the experience.
9.Call analytics
Real-time and historical call analytics provide insights into performance metrics like call quality, resolution times, and call drops. AI in contact centers can even interpret the tone and emotions behind customer interactions — whether frustration, satisfaction, or confusion — and personalize responses accordingly.

Plivo provides an in-depth analysis of potential issues, both reported by users and identified through system checks. This data helps improve agent training and streamline contact center operations.

10.Cloud-based solutions
Cloud-based contact center software solutions ensure high availability, automatic updates, and integration with CRM, agents' productivity tools, and other customer experience tools. They also facilitate remote working as long as there's a stable internet connection.
Many cloud solutions complement your existing system rather than replace it outright.
For example, you could improve your current infrastructure by integrating channels like live chat, SMS, or video calls into your traditional phone systems.

11.Conversational AI
Conversational AI is transforming how contact centers operate.
A survey in the 2024 State of the Contact Center Report found that 30.4% of users said 'Yes' and 69.6% said 'Maybe' when asked if they’re considering using AI tools to improve contact center operations.
Launching context-aware voice bots that mimic human interactions ensures natural conversation flow by detecting speech onset and end. These AI-powered chatbots preserve the emotional nuances and tone of the customer, giving agents more access to deeper customer insights.

12.Sentiment analysis
Sentiment analysis empowers contact centers to gauge customer intent and recommend actions in real-time to meet their needs.
Say you’re a retail contact center receiving a call from a customer frustrated about a delayed delivery. The system integrates audio streaming via WebSocket, AI-driven transcription, and sentiment analysis to capture audio and transcribe it in real-time

AI tools analyze the conversation and detect frustration in the customer’s tone, tagging it as negative sentiment. The system then alerts the agent in real-time, prompting them to prioritize empathy and offer an immediate solution, like expedited shipping or a discount.
This proactive approach not only boosts call quality assurance but also improves overall customer satisfaction.
Future of contact centers
Conversational AI will be the key driver of customer service in the next decade.
Chatbots are already moving from straightforward query resolution to contextual resolutions. It’s clear that as AI evolves, its focus will shift from reactive problem-solving to proactive engagement. It’ll predict customer behavior, anticipate issues, and provide solutions in real-time.
However, there’s a flip side to this.
With AI addressing routine queries, support agents will handle complex and emotionally charged situations. This requires specialized training in empathy and creative problem-solving, areas AI cannot replicate.
Data privacy is another key concern. AI systems must comply with strict regulations like the General Data Protection Regulation (EU) and the California Consumer Privacy Act (CCPA). Businesses must develop robust data governance policies and provide employee training to guarantee compliance and customer trust.
As AI brings efficiency and scalability, human empathy remains vital. The future of contact centers lies in a hybrid model where AI improves, not replaces, human agents, encouraging valuable and meaningful connections.
Integrate these call center technologies with Plivo
To deliver a standout customer experience, you need to understand your customers' needs and meet them where they are. Plivo's Voice API is the perfect start to this. It lays the foundation for advanced, intelligent communication systems — empowering contact centers to operate more efficiently.
It easily integrates into your CRM and Business Intelligence (BI) tools to create a unified system. This ensures every interaction is backed by customer history and insights. Moreover, smart IVR scripts are among the best customer self-service options in contact centers.
Rely on Plivo to take care of routine queries like bill payments, appointment scheduling, or order tracking. You can automate these queries and free agents to focus on complex, high-value issues.
Plivo also offers real-time call analytics. You get detailed insights into performance metrics such as average resolution time, call quality, and sentiment analysis. This way, you can identify peak call times, optimize staffing, and address service bottlenecks proactively.
These benefits stem from Plivo's commitment to ensuring reliable connectivity, low latency, and exceptional call quality across 220+ countries and territories. Plivo’s seven global points of presence guarantee 99.99% uptime, crystal-clear 16kHz voice quality, and rapid rerouting in under 2 seconds during failovers.
Ready to take your contact center to the next level? Start by integrating Plivo’s Voice API and progressively incorporate these contact center technologies to drive automation.
Contact us to create a smarter, more efficient, and customer-centric contact center.

What Is an SMS Gateway and How Does It Work?
In this guide, explore what an SMS gateway is, how it works, and why businesses rely on it for bulk messaging, marketing, and customer engagement.
Text messaging is a highly effective tool for businesses, with SMS boasting a 98% global delivery rate. This reliability makes it ideal for reaching customers quickly and consistently.
However, managing high volumes of customer communications manually can be challenging for businesses. An SMS gateway makes it possible for a broader range of devices and applications to communicate with each other.
Whether you want to launch a marketing campaign, send automated alerts, or engage in two-way conversations with customers, an SMS gateway simplifies the process.
Using SMS gateway services, you can send a message from your computer to a phone (or vice versa).
In this guide, we’ll dive into how SMS gateway providers work, the different applications of SMS gateway services, and how you can choose the right provider for your business’ needs.
So, let’s begin!
What is an SMS gateway?
An SMS gateway is a technology that allows software applications or computers to send text messages to mobile phones. Often, messages sent from a computer are not in a format that’s compatible with SMS. In such cases, SMS gateways serve as translators, converting the message into a format that mobile devices can understand.
The main job of an SMS gateway is to ensure the message is compatible with mobile networks. Businesses use SMS gateways to send bulk text messages to customers directly from a computer or software platform.
Interestingly, SMS gateway services can also work in reverse, allowing mobile users to send messages back to computers.
While previously SMS gateways were offered as physical hardware with SIM cards and embedded radios, businesses and consumers no longer need hardware-based solutions today. Instead, they use cloud-based systems that seamlessly translate and transmit messages.
These advancements are powered by SMS APIs, which allow messages to be delivered to specific devices at the right time, without the need for physical hardware.
How does SMS gateway technology work?
Here’s a simple step-by-step breakdown of how modern SMS gateway services operate:
- Create the message: Compose your text message within your business application.
- Send via API: The message is sent to the SMS gateway through an SMS API.
- Convert the message: The gateway uses protocols like HTTP or SMPP (Short Message Peer-to-Peer) to format the message for mobile networks. Protocols like SMPP play a key role in the smooth operation of SMS gateways. They enable fast and reliable communication between the gateway and mobile carriers, ensuring your messages reach their destination promptly — even during high-volume campaigns.
- Route the message: The gateway forwards the message to the appropriate telecom carrier.
- Deliver the message: The telecom carrier ensures the text reaches the recipient’s phone.
- Confirm delivery: The SMS gateway receives a delivery report from the carrier and relays it back to your application, confirming the message was received.
Imagine you’re running SMS marketing campaigns and want to send a promotional text to all your customers. Your audience is spread across the U.S., using different carriers like AT&T, Verizon, or T-Mobile.
Instead of dealing with each network separately, an SMS gateway simplifies the process. You connect once, and the gateway handles the rest — distributing your message to everyone at the same time, no matter which network they’re on.
Types of SMS gateways
When it comes to SMS marketing campaigns, two types of SMS gateways are most commonly used:
Email to SMSThis type of gateway converts email messages into SMS format, ensuring they meet the technical requirements for mobile delivery. It’s a two-way system, allowing businesses to send text messages to email inboxes and receive replies in return.
Web to SMSFrequently used by application-to-person SMS platforms, this gateway connects mobile phones with web applications. It enables businesses to send both SMS and MMS messages directly from a web application to recipients’ mobile devices. Web to SMS gateways are more feature-rich than other options, offering enhanced flexibility and functionality.
Applications of SMS gateways
SMS gateways have a wide range of applications for businesses and organizations, enabling them to communicate quickly and effectively with their customers. Here are some use cases:
Marketing campaigns
SMS marketing is a powerful tool for businesses to connect directly with their customers. It allows you to send promotional messages, special offers, and important updates right to your customers' mobile phones.
According to the 2023 Mobile Consumer Trends Report, SMS is a preferred communication channel for 52% of customers, making SMS an essential part of any marketing strategy.
A great example of effective SMS marketing is GoCheckin, an app developed by Fastboy Marketing.
GoCheckin helps beauty salons send appointment reminders and promotional messages to their clients. Fastboy uses Plivo as their communication platform and SMS gateway provider to efficiently handle high SMS volumes, ensuring seamless message delivery.
This switch made it easier for Fastboy to send texts without requiring customers to download an app.
Customer engagement
Text message gateways boost customer engagement by enabling businesses to send timely and personalized alerts and notifications.
Common use cases:
Appointment reminders
Appointment reminders are a highly effective way to engage customers and reduce no-shows.
Once you integrate an SMS API into your existing systems, when a trigger event occurs, for example, an appointment reminder, the system will communicate with the SMS gateway. The gateway then processes and sends the message to the customer's mobile network within seconds.
For example, a dental clinic could automatically send reminders to patients a day before their appointments, increasing the likelihood of attendance.
Customer feedback requests
SMS gateways make it easy for businesses to request feedback after a purchase or service interaction.
For instance, a restaurant might send a text asking customers to rate their dining experience. This provides valuable insights to help businesses improve.
Notifications and alerts
Automated notifications and account alerts keep customers informed and build trust. SMS is particularly effective for delivering quick and reliable updates about orders, security alerts, or account changes.
Businesses like ecommerce platforms use SMS to keep customers updated at every stage of their order process.
For instance, Luxer One, a California-based company that provides secure package lockers for residential properties, uses SMS to send package delivery notifications.
Previously relying on email, they found many residents overlooked or missed their emails, leading to uncollected packages and dissatisfaction. By switching to SMS, Luxer One achieved over 99% consistent delivery, improving customer satisfaction and the package pickup experience.
Similarly, Deckers, a footwear giant, uses SMS to keep customers informed about their order and delivery statuses.
After placing an order, customers receive real-time shipment updates via text until the package arrives. This transparency reduced track-package inquiries by 15–20% annually, significantly enhancing the overall customer experience.
Why should businesses use SMS gateways?
Effective communication is essential for businesses to engage customers, streamline operations, and improve efficiency. SMS gateways offer a reliable solution for sending text messages between businesses and their audiences.
Here are some benefits:
Reliability and speed
80.5% of consumers read SMS messages within five minutes of receiving a notification. This ensures that time-sensitive information, such as appointment reminders or transaction alerts, reaches recipients quickly.
Efficient bulk SMS messaging
Bulk SMS gateways leverage the SMPP protocol, enabling businesses to send large volumes of messages simultaneously without compromising speed or delivery rates.
This is particularly valuable for marketing campaigns, promotions, and mass notifications. For example, during major sales events, businesses can instantly reach thousands of customers, driving both engagement and sales.
Global reach with multilingual support
In today’s global market, businesses must communicate effectively across regions and languages. Some SMS gateway providers like Plivo enable international messaging to 220+ countries and territories while supporting localization features for various languages and cultural nuances. This helps businesses expand and connect with a diverse customer base.
Personalized and automated messaging
SMS gateway services provide other features for personalizing messages and automating communication. Personalization increases engagement by addressing customers by name and tailoring messages to their preferences.
Automation allows businesses to schedule messages, trigger responses, and manage follow-ups efficiently, reducing the need for manual effort.
Cost-effectiveness compared to other communication channels
Marketing your products or services can get expensive fast, and there’s no guarantee your efforts will hit the right audience.
That’s where an SMS API and SMS gateway come in.
They let you reach thousands of interested people quickly and at a fraction of what traditional marketing methods cost. It’s an efficient, cost-effective way to promote your business and make sure your message lands where it matters most.
How to choose the right SMS gateway provider
Most business texting platforms act as SMS gateway providers by leveraging cloud-based technology, enabling companies to send texts directly from a computer.
Choosing the right provider, however, is key to ensuring your SMS strategy works seamlessly. Here’s what to look for:
Coverage and international reach
Not all platforms deliver texts to every international number. Ensure your provider can reach the countries and numbers you need.
For example, Plivo uses test nodes in multiple countries to optimize delivery, ensuring fast and reliable messaging to 220+ countries and territories.
Moreover, Plivo’s built-in GSM Unicode character set lets your users communicate in any language, including Chinese, Japanese, and Arabic, and with symbols and emojis.
API availability and integrations
The right SMS gateway service should offer easy-to-use APIs and integrations with your existing systems. This makes adding SMS functionality to your workflows effortless.
Pricing and cost structure
Understand the platform’s cost structure, including message fees and any additional charges. For instance, Plivo offers competitive pay-as-you-go pricing.
Delivery speed and throughput
Fast message delivery is critical, especially when handling high volumes. Choose an SMS gateway that guarantees quick delivery without delays. Plivo, for example, dynamically manages message priority and expiry, handling message queueing for you.
Security and data privacy
Your provider must secure your data and that of your customers. Plivo, for instance, offers robust protections, including SOC 2 Type 2 and PCI DSS Level 1 certifications, with HIPAA compliance available for Enterprise users. Plivo is also GDPR compliant.
Experience the benefits of SMS gateways with Plivo
When selecting an SMS gateway for mass communication, it’s essential to choose a trusted cloud platform known for reliability, security, and ease of use. Here’s why Plivo is a top choice for businesses:
- Global connectivity: Plivo enables instant messaging to customers worldwide through a network of premium carriers.
- Advanced features: Manage sender IDs, support special characters for better readability, and access detailed analytics to optimize campaigns in real time.
- Seamless integration: Plivo’s SMS API integrates effortlessly with popular tools like Zapier, simplifying workflows.
- High reliability: Plivo is built on a strong, reliable infrastructure designed to handle anything you throw at it. With fault-tolerant systems and high availability, it guarantees 99.99% uptime for all its global carrier connections.
- Competitive pricing: Pay only for what you use with transparent and affordable rates. Plivo offers volume discounts for committed usage, enabling greater savings as your messaging requirements expand.
- 24/7 customer support: Plivo offers a range of support plans to meet any organization’s needs, from a free basic plan to a 24/7 premium support option. No matter your plan, you’ll have access to its team of experienced support engineers. Premium support plan users, however, get prioritized responses to their queries within a guaranteed timeframe, depending on the priority of the issue.
- Global compliance: Non-compliance with regional security protocols increases the risk of hefty fines and puts your reputation at risk. Plivo’s SMS gateway and API adhere to security best practices, including 2FA, to help protect your communications.
Ready to streamline your communication? Contact us today to learn how Plivo can help take your business messaging to the next level.

How Great Customer Service Builds Unbreakable Customer Loyalty
Learn how to earn customer loyalty with customer service. Understand why customer loyalty matters and how to build it with real-life examples of brands.
“Anybody can provide awesome customer service. You don’t have to be a rocket scientist to just be nice and be helpful.”
— Wade Foster, CEO & Co-founder, Zapier
In 1868, J.R. Watkins, a door-to-door salesman, changed the game for customer trust and satisfaction. He was the first to offer a full refund if the buyers weren’t satisfied with the product.
This wasn’t just about refunds but about meaningful customer service and showing customers they mattered. After all, 74% of consumers would rather be understood and valued than get discounts and loyalty perks.
This blog post will discuss how excellent customer service can build unbreakable loyalty and strengthen your brand’s foundation. We will also explore real-world examples of brands going the extra mile to satisfy their customers.
What is customer loyalty?
Customer loyalty is the trust and bond a customer has with a company built through a series of positive interactions over time. It is an ongoing positive relationship and a by-product of great customer service.
Loyal customers are more likely to :
- Make repeat purchases
- Interact more with the company through various channels
- Provide insightful feedback
- Recommend your brand to others
Why does customer loyalty matter?
Customer loyalty is the reason people choose you over your competitors. However, it doesn’t take much to change their mind. 59% of consumers in the U.S. will abandon your brand after several bad experiences, and 17%, with just one.
Building customer loyalty is a consistent effort that centers around offering quality products and services, transparency and proactive engagement. Once done right, it can lead to:
1. Increased retention
Loyal customers are 64% more likely to purchase from the same brand. In fact, 31% will pay more to stay with a brand. This can reduce customer churn and enhance customer lifetime value.
2. Higher revenue
Logically, increased intention will automatically lead to a higher revenue rate. Loyal customers are likely to spend more over time and purchase in large quantities. Research shows that returning customers spend 67% more than new customers, generating higher revenue.
3. Word-of-mouth marketing
47% of customers express loyalty by recommending the brand to friends and family. Loyal customers are the real brand promoters, as they can heavily influence others to purchase from your brand. This advocacy is highly effective as it can influence 54% of consumers to purchase.
4. Reduced acquisition costs
Acquiring new customers can be expensive. A brand loses an average of $29 for every new customer acquired. Loyal customers are a stable and predictable source of income, reducing the need to constantly acquire new customers, resulting in reduced costs.
5. Enhanced brand reputation
Customers who are impressed with your products and services are more likely to leave positive reviews and promote the brand to their network. This can boost your brand reputation while fostering trust and credibility among potential buyers.
Ways to build customer loyalty with exceptional customer service
Losing more than half of your customers—52%, to be exact—because of poor service isn’t just a statistic; it’s a warning. Modern customer service is not just about exchanging polite interactions; it’s about understanding their needs and catering to them in a way your competitors can’t.
Building customer loyalty requires exceptional service, whether sending a warm birthday message or offering a discount coupon.
Here’s how you can make it happen:
1. Be there when they need you
Say your customer is trying to troubleshoot their newly bought Wi-Fi router late at night and cannot get it working. It’s urgent; they are on an indoor movie date. But your business hours don't open until 10 a.m the next day. Imagine the frustration.
You can turn this moment of frustration into an opportunity by offering them immediate access to support when they need it. No, you don’t have to make agents work 24/7, but deploy self service options like AI-powered chatbots and knowledge bases to support users who have questions regarding products outside of business hours.
It’s also a great option for customers who are introverts or who do not wish to contact your company directly for simple issues. This extra assistance is what customers need to feel secure and loyal.
2. Personalize every touch
“Hi, how can I help you today?”
vs.
“Hi Emma, how can I help you today?”
Just addressing your customers by their names can make their day brighter. Now imagine how they would feel if you sent birthday wishes yearly or provided discount coupons for delayed shipments.
Businesses can leverage customer data and AI-powered tools to deliver personalized responses that precisely foresee and address individual needs. This not only streamlines experiences but also minimizes the time and effort customers spend seeking assistance.
For example, tools such as predictive analytics can analyze user behavior, such as history and past interactions, to understand customer needs and then create tailored recommendations to make them feel special.
3. Reach them in their comfort zone
Who would want to wait in endless loops of hold music? Customers sure don’t. Thankfully, there are more ways a customer can connect with a brand. But connecting isn’t enough; customers want a seamless and consistent experience across channels.
This is where omnichannel support comes in. It allows customers to connect on their preferred communication channel and even switch channels without ever having to repeat things. Omnichannel solutions can help you offer premium support by:
- Helping you understand the customer journey
- Identifying the frequently used channels and type of interactions customers prefer
- Creating smooth transitions between these touchpoints
4. Understand their satisfaction level
Asking for feedback is a way of showing customers they matter and you are working hard on making things better. Also, to drive customer loyalty, you have to measure key customer satisfaction metrics and understand what people love and hate about your service. This will help you create targeted strategies to resolve issues better.
Some of the top metrics to track include:
- Customer satisfaction score (CSAT): The level of satisfaction a customer has after an interaction
- Net promoter score (NPS): How likely customers are to recommend the service or company
- Customer effort score (CES): How easy or difficult it was for the customer to resolve the issue
The best way to collect feedback is by using automation tools. AI chatbots are great for asking customers to rate their experience after the resolution of a query. Sending automated feedback emails after an interaction is also a convenient way to collect responses.
5. Start a loyalty program
79% of consumers participate in at least one retail membership, loyalty program, or subscription. Creating a loyalty program is an excellent way to reward repeat customers with suitable offers, discounts, and freebies. It is a way of motivating customers to continue buying from you instead of your competitors.
For example, Starbucks’ loyalty program rewards customers with stars for each purchase. They can redeem these points to unlock perks like free drinks or personalized offers.
Real-world examples of brands excelling in customer service
Companies that go above and beyond to meet customer needs stand out and set industry benchmarks. Their ability to anticipate customer expectations, respond swiftly, and provide personalized solutions is the reason why we are discussing them today.
These brands prove exceptional customer service isn’t about one-off gestures but consistently delivering value at every touch point.
Here are some real-world examples of businesses excelling in customer service and creating memorable experiences:
1. Grammarly
Grammarly keeps its audience active and encouraged by sending customized email alerts. The weekly email updates provide insights into the user’s writing habits, productivity and language expertise, such as:
- Number of words written, writing mistakes and unique vocabulary used
- Common tones detected in your style of writing
- The total number of words Grammarly has analyzed since the beginning
- Advanced suggestions you could get with Grammarly Pro


This personalized approach not only helps users review their writing skills but also keeps Grammarly top-of-mind. As a result, users feel like they are on a journey of self-improvement rather than being targeted by sales tactics.
2. Zappos
Missing out on Zappos while talking about great customer service would be a crime. In fact, at this point, they could be used synonymously. On June 11, 2016, a Zappos employee had the longest customer service call in history at 10 hours and 43 minutes.
At Zappos there is only one ultimate principle— to make the customer happy, no matter what.The agents never use scripts, and they are told not to upsell.
Among hundreds of other things, they are also known for delivering flowers to customers experiencing difficulties, offering free upgrades, and buying an out-of-stock item from a competitor to provide customers with unparalleled service.
3. Amazon
Amazon is known for its ability to predict and resolve delivery-related concerns before they arise. The company utilizes predictive analytics to inform customers about their delivery status, including potential delays. Customers receive timely updates via email or app notifications, so they never wonder where their package is.
When delays do occur, Amazon often goes a step further by offering compensatory benefits, such as a full refund. This proactive communication not only smooths out the customer experience but also reduces the number of queries related to order statuses.

4. Southwest Airlines
Southwest Airlines reaches out to its customers even before they have a chance to complain. Once, a customer tweeted how they had a terrible Wi-Fi experience on a flight even though it was paid. Once they got home, a refund of the $8 internet purchase awaited them in their inbox. Super proactive, isn’t it?
Contacting your customers before they raise concerns shows you’re taking the initiative to support them. It’s an effective way to turn a problematic situation into a memorable and positive experience.

Build meaningful bonds with Plivo CX
Just like Rome, customer loyalty isn’t built in a day. It takes a long, dedicated series of thoughtful interactions, empathetic approaches and, above all, care—genuine care that customers can feel.
Achieving this level of connection isn’t possible without a tool. With Plivo CX, an all-in-one AI-powered platform designed to streamline communication, you can boost engagement and drive customer satisfaction.
The platform offers advanced analytics to help you understand customer needs and satisfaction levels, enabling proactive and personalized interactions. With intelligent call routing, real-time monitoring, and automated workflows, Plivo CX ensures every touchpoint is seamless and efficient.
The key features include:
- OpenAI-powered chatbot: Assist customers round the clock with personalized support
- Unified agent desktop: Manage all customer conversations across channels like voice, email, and sms from a single platform
- Real-time analytics: Gain immediate insights into customer interactions and agent performance
- Omnichannel routing: Seamlessly direct customer inquiries to the most appropriate agent across channels
- Seamless integrations: Connect with your existing tools, including CRM, ERP, helpdesk, home-grown systems, and more
Book a demo now to experience how Plivo CX can transform your operations.

How to Create Effective SMS Drip Campaigns (With Examples)
Get a detailed step-by-step guide to creating SMS drip campaigns with practical tips. Also, learn top use cases for SMS drip campaigns (with detailed examples).
There are 14 million eCommerce stores in the US alone fighting for consumer attention. Amidst this competition, according to a recent survey conducted by Bynder, the average marketing strategy requires approximately six touchpoints with consumers to make a sale—social media, online advertising, websites, newsletters, email marketing, and product catalogs.
But how do you ensure consistent, impactful engagement without overwhelming your audience?
The answer lies in SMS drip campaigns. These strategically-timed text messages help you guide consumers through their journey, from discovery to decision-making, while building lasting relationships.
In this article, we explore the key components of SMS drip campaigns, share real-world examples, and provide actionable steps to create campaigns that maximize your ROI and revenue.
What is an SMS drip campaign?
SMS drip campaigns are a series of pre-automated messages that are sent to your subscribers either at different intervals or in response to their actions. It is a popular marketing strategy to keep consumers engaged and boost sales.
Here’s the revised section with benefits highlighted, examples included, and statistics with sources:
Key benefits of SMS drip campaigns
SMS drip campaigns offer several significant benefits that make them an essential part of modern marketing strategies:
- High engagement rates: SMS messages boast an open rate of approximately 98%, with 95% of texts read and responded to within three minutes of delivery.
- Improved conversion rates: The immediacy and high engagement of SMS contribute to higher conversion rates. For instance, e-commerce businesses such as REDCON1 have achieved a high ROAS through SMS marketing, with conversion rates ranging from 8% to 26% and low unsubscribe rates.
- Cost-effectiveness: Automated SMS campaigns require 60% less human intervention compared to traditional marketing strategies, making them a cost-effective solution.
- Enhanced customer experience: By delivering timely and relevant messages, SMS drip campaigns enhance customer satisfaction and loyalty. Studies show that 75% of customers appreciate receiving special offers via text messages.
6 SMS drip campaign examples
Now, let’s focus on the most common use cases where you can plan an automated SMS drip campaign:
1. Welcome series
A welcome series SMS drip campaign is a series of automated messages planned for either a new customer or a potential customer who just subscribed to your SMS list. This series aims to make them more familiar with your brand, bestseller products, and potential offers and convince them to make a purchase.
With a well-crafted welcome series, you can make a positive first impression on your subscribers and set a base for how well they will engage with all future SMS campaigns.

2. Abandoned cart
Another use case where an automated SMS campaign makes sense is cart abandonment. Abandoned cart SMS drip campaigns are automated text messages sent to customers who added items to their shopping cart but did not complete the purchase.
This campaign is critical because persuading an existing subscriber (who has expressed interest in your product) to make a purchase is easier than marketing to new consumers.
A common cart abandonment series can include any offer, low inventory alert, or a simple reminder.

3. Customer feedback
User-generated content is increasingly recognized as a pillar of modern marketing. It builds social proof and helps you build trust to generate more sales in the future.
One of the simplest ways to collect user-generated content is by running automated feedback campaigns.
Customer feedback SMS drip campaigns are automated text messages sent to users to provide feedback post-purchase. You can also offer any incentive to customers to give feedback.

4 Cross-sell and Upsell
Cross-selling and upselling are powerful strategies to increase customer lifetime value. The goal is to recommend related or higher-value products that complement their last purchase.
You can define product bundles of SKUs that complement each other or identify bestsellers in a category. Whenever a user makes a purchase, they get these automated suggestions.
The intent should be to make a relevant recommendation rather than being spammy.

5. Winback
Winback campaigns, also known as re-engagement or reactivation campaigns, are essential for long-term brand success.
As part of winback SMS drip campaigns, you can send messages to customers who haven't purchased in a while. The message could be a coupon, an announcement about the latest collection, or more. The idea is to regain their interest and give them enough incentive to make a purchase.

6. Loyalty program
Loyalty programs are excellent for building long-term customer relationships. SMS is an excellent medium for running loyalty programs.
As part of the loyalty SMS drip campaigns, you can send messages about the rewards points, birthday rewards, milestones rewards, or any other benefits.

How to create an SMS drip campaign?
Follow these steps to create effective SMS drip campaigns:
1. Identify the type of campaign
To begin with, identify the type of campaigns you want to run. We have shared six types of most common SMS drip campaigns in this post for reference. Diversify your strategy to keep the subscribers engaged.
2. Choose the triggers
Once you have finalized the type of campaign, define the required triggers.
3. Choose an SMS marketing platform
The next step is to choose an SMS marketing platform that will enable you to run these campaigns.
Key features to look for in an SMS marketing platform are:
- Registering users sign up through forms
- Segmenting users based on demographics and website activity
- Providing workflows to automate SMS drip campaigns
- Giving automated reports on campaigns
- Providing excellent customer support for implementation
4. Create campaign messages
Once you have the base setup in place, it's time to create campaign messages. You can take advantage of built-in templates in SMS marketing platforms to get a good base to start with.
Top SMS marketing platforms also offer AI-based copywriters that quickly create campaign messages based on some inputs (type of campaign, target audience, intent, etc.) Therefore, choosing an SMS platform with AI features also helps create fast campaigns.
5. Set up the workflow
With clarity of triggers and messages, the only task left to get started is setting up the workflow. Set up triggers and respective messages in your SMS marketing automation platform.
6. Measure and optimize
Lastly, don't forget to track important KPIs of campaigns such as open rate, click rate, converted rate, and revenue. This information will help you identify what's working and what's not for running more effective SMS drip campaigns.
Run impressive SMS drip campaigns with Plivo CX
Plivo CX is an omnichannel customer engagement platform that serves as an excellent driver for your SMS drip campaigns. It offers a no-code journey feature. Users can simply drag and drop and set up SMS journeys without any coding.

Apart from the convenient journey creation, Plivo CX also supports:
✅Getting customers to opt-in
✅Segmenting subscribers for better targeting
✅Creating personalized content for campaigns with in-built templates and AI copywriter
✅Scheduling campaigns with AI assistance
✅Launching campaigns with ease
✅Building reports of campaigns
You get an end-to-end solution that also complies with all industry and government regulations.
Further, we do not rely on external carriers; instead, we use our internal premium carrier network. This enables you to send messages to over 220 countries/territories with higher deliverability for as little as $0.0065.
This means you can slash your SMS marketing cost by up to 70%!
Want to create SMS drip campaigns without any hassle?
Schedule a demo today to explore the powerful features of Plivo CX.

Use Cases of AI Virtual Assistants in Ecommerce
Integrating AI into your ecommerce operations boosts efficiency, enhances personalization, and increases customer satisfaction. Here’s how
If you are running an ecommerce store, the stakes are sky-high. With so many options available, your customers expect nothing but the best from you. So, you must deliver a customized experience to retain and engage them.
However, challenges like inefficient inventory management, poor personalization, and slow customer service expose many ecommerce businesses to lost sales and decreased customer satisfaction. Traditional solutions often lack the speed and accuracy needed in today's fast-paced digital marketplace.
Integrating AI virtual assistants can effectively address these issues. They leverage several latest technologies, including natural language processing, machine learning, and predictive analytics. Therefore, they can analyze customer data from multiple touchpoints, offer personalized product recommendations, and even manage inventory.
Also, by integrating AI virtual assistants, businesses can enhance customer experiences, streamline operations, and potentially boost revenue by 10-12% or more.

In this article, we’ll explore eight major AI use cases in ecommerce and how you can implement them to uplift the bottom-line ROI.
AI use cases in ecommerce
Forward-thinking brands are actively preparing for AI integration—38% are investing in AI technology, 30% are partnering with providers, and 29% are training staff on AI capabilities. Also, the latest data suggests that 63% of brands acknowledge AI’s influence in their content marketing, SEO strategies, and website functionalities.
Let’s look at some major use cases where AI is being extensively used in ecommerce:
1.Hyper personalized product recommendations
How does it feel to open YouTube and immediately see shorts that appeal to your interests? Instant curiosity and satisfaction. That’s exactly what platforms like Netflix and Amazon use to drive engagement.
Netflix adopts an AI-powered recommendation engine to filter around 3000 video titles on its platforms and arrange them into over a thousand clusters based on a user’s preference, past watch history, and online behavior. This helps the platform show only movies that matter to its viewers—an approach vital to helping Netflix generate over $1 billion in revenue.
Amazon uses a similar approach to recommend products to customers. If products A and B are often purchased together, Amazon’s intelligent recommendation engine employs item-based filtering to upsell product B to a buyer who has recently purchased product A and vice versa.
Moreover, AI-based recommendations enhance personalization, and as we already suggested, 91% of consumers will likely shop from brands offering sleek, personalized customer experiences.
To meet this expectation, integrate an AI-powered recommendation engine into your online store and use it to personalize product recommendations using item and customer data.
2.Chatbots for customer service
A Forbes Advisor study found that 61% of consumers are willing to pay a 5% premium for exceptional customer service. However, relying solely on your team to deliver excellent service can be inefficient and strain your resources.
Also, there’s much room for human errors, delayed support, and inappropriate support, which can put off your customers. Besides, the 2024 HubSpot report notes that 90% want you to respond to their queries as early as 10 minutes—a fit nearly impossible without AI.
Using AI-powered chatbots to handle most routine requests frees up your support team and helps them focus on core customer queries. These bots act as virtual assistants capable of interacting in a human-like manner with customers, providing valuable recommendations and resources, scheduling callbacks, and escalating issues to appropriate agents—all significantly faster than human representatives.
As an omnichannel customer service platform with several AI-powered features, Plivo CX offers an OpenAI-powered self-service chatbot. It is capable of continuous learning in order to provide accurate responses to queries and take the pressure off your team. You can also train it according to your company’s custom dataset and guidelines to guard against misinformation or inconsistent messaging.

3.Dynamic pricing tools
Your pricing strategy is as important as the product itself. If you overprice, customers will switch to competitors, and if you underprice, your ROI will drop. Additionally, static pricing often fails to respond to market demand, competition, and customer behavior, limiting revenue opportunities.
AI solves this problem through dynamic pricing, which automates real-time product pricing based on current market factors, demand, supply, consumer data, stock availability, production costs, and profit margin.

AI-driven dynamic pricing tools also help you monitor your competitors’ cost labels. Let’s say one of your competitors is offering a discount for a product you also sell.
AI can immediately detect this discount and competitively modify your price to retain customers. This responsive pricing strategy, driven by AI and real-time data, balances profitability and customer satisfaction.
Uber employs this strategy to modify ride prices during changes in demand, time, and weather variability.
To do the same, train your AI tool to recognize specific triggers, such as market demand, for the adjustments. While adjusting prices, you should be mindful of your bottom line. It’s always better to avoid sacrificing profitability for lower prices.
4.Customer segmentation tools
According to Campaign Monitor, segmented campaigns result in a whopping 760% revenue increase.
While you can manually segment your customer base if it is just a few hundred, it’s a different ballgame for ecommerce businesses with thousands of buyers or a bulky audience. The process is often error-prone, time-consuming, and demands hefty human resources.
In this case, you can use AI-powered segmentation tools to do the heavy lifting. These tools can handle more data, analyze them in minutes, and section them into categories based on demographics, purchasing behavior, location, interests, or other relevant criteria.
Moreover, they can eliminate preconceived biases, such as the idea that pink dresses are for young females and blue dresses for older ladies.
This integration, in turn, enables you to deliver hyper-personalized shopping experiences, from tailored emails and consumer-centric product recommendations to dynamic pricing and targeted promotions, ultimately enhancing customer satisfaction and boosting conversions.
5.Fake review detection
Online reviews add credibility to ecommerce businesses and help convince shoppers in their final purchase stages. At least 93% of shoppers read online reviews before making a purchase, and over 31% say they will spend more with brands that have positive reviews.
Yes, bad reviews can damage your reputation, and not everyone cares enough to check if they’re fake or real.
To tackle this, AI algorithms analyze the troves of reviews on your ecommerce site based on intent, patterns, customer data, writing format, and real-time data to label fraud-like feedback.
Google applied the same approach to remove 170 million fake reviews in 2023.

6.Fraud detection and prevention
Sopho’s The State of Ransomware in Retail 2024 report shows that 69% of retail businesses were hit by ransomware in 2023. These attacks, from the usual ransom-style to card skimming and disruption of critical operations during cyber sales, continue to pose financial risks to ecommerce businesses.
However, AI can help identify such threats ahead of time by accurately analyzing network traffic for unusual patterns, tracing vulnerabilities, and spotting malicious activities in real time. This is useful for predicting potential threats, isolating affected systems, and automating responses.
AI-powered detection tools analyze transaction patterns to detect high-value purchases or repeated failed login attempts and flag suspicious behavior. For instance, if a customer’s spending suddenly spikes 10x compared to months of steady purchases. This could indicate an account breach and require immediate intervention.
A perfect case study is Mastercard, which has been able to reduce false positives in detecting payment fraud by about 200% and identify merchants affected faster by 300%.
The payment service uses AI to scan millions of transactions at once, detect possibly fraudulent processes, halt any transfer in or out, and alert concerned banks.
These smart programs can also assign risk scores to actions based on data like IP addresses, geolocation, payment methods, and customer behavior.
For instance, if the system detects someone is reusing promo codes and discounts through dynamic proxies, a high-risk score is assigned, and the account is blocked.
7.Voice search optimization
In 2024, over 56% of smartphone and 28% of laptop users leverage voice search to find information and brands. Studies also expect the number of voice search users in the US to reach 157 million by 2026, highlighting its growing consumer adoption.

With more people resorting to voice search over text search, AI can help streamline your customer experience by allowing them to place orders with voice commands, check inventory, or search for a product without moving a finger.
8.Visual search
Let’s say you took a picture with your friend dressed in a strawberry-colored, striped dress sometime last year, and now you want to get the same style. But you can’t find the right word to describe and search for it despite knowing how the dress looks.
Visual search comes to the rescue here—simply upload the image.
Amazon introduced StyleSnap, an AI-powered visual search feature that lets users shop with the product images they have. This is also similar to Pinterest’s Lens functionality, which utilizes image recognition and analyzes its billions of datasets to provide relevant pictures in return.
You can also implement the same approach to boost your customers' search experience by placing a camera feature near your text search icon. Achieving visual search is also possible through chatbots.
Implement AI in your ecommerce business with Plivo CX
As an AI-driven, cloud-based customer service platform that lets you connect with customers in their preferred channels, Plivo CX comes with an OpenAI-powered chatbot.
Our AI bot is trained to make smart decisions that align perfectly with your ecommerce policies. It can quickly and accurately resolve customer complaints and even escalate complex issues to human agents with detailed notes and data when needed.
This means faster resolutions, happier customers, and a more efficient team.
But that's not all! Our AI bot can also handle everyday tasks like processing refunds, tracking orders, modifying delivery addresses, and managing exchanges.
Here are some other powerful features Plivo CX offers:
- Unified communication: Manage all customer conversations across channels like email, voice, SMS, WhatsApp, and live chat from a single, intuitive dashboard.
- Effortless workflow design: Visually build custom workflows and automation with a drag-and-drop interface, no coding required.
- Seamless integrations: Connect Plivo CX with your existing tools, including CRM, ERP, helpdesk, and homegrown systems.
- Data-driven optimization: Track real-time analytics and generate custom reports to gain insights into customer interactions and agent performance.
- AI-enhanced efficiency: Prioritize urgent tickets, ensure brand consistency, and adapt quickly to changes with AI-powered support.
- Rich communication: Enhance interactions with multimedia support, including images, videos, and documents.
- Increased productivity: Streamline workflows with message templates, internal notes, and skills-based routing.
- Comprehensive features: Leverage call recording and barge-in for agent coaching, customizable IVR, multi-language support, and robust security features.
To learn more, book a demo now!

How eCommerce Businesses Can Run Effective Text Blast Campaigns
Discover how to use the power of SMS blasts marketing to boost your eCommerce sales. Learn strategies to craft compelling and effective text blast campaigns
SMS blasts are an effective way to engage regularly with customers and drive sales. While sending personalized campaigns is crucial, text blasts give you a quicker way to send mass updates to customers or run any promotions.
SMS blasts are best for:
- Sales, promotions, and coupon distribution
- Launches and announcements
- Event notifications
- Polls and surveys
- Alerts and notifications.
In this post, we will see how you can run an effective SMS blast campaign for your eCommerce business.
1. Create a qualified SMS subscriber list
The first step to planning any SMS campaign is getting users signed up to your SMS list.
The top strategies to get users to opt-in for SMS marketing are:
1.Sign-up form: Create a website pop-up form for subscriptions.

2.Order page: Encourage customers to opt in while placing an order.

3.Social media: Promote the exclusive perks of your SMS list on social media.

4.Discounts and coupons: Offer exclusive discounts or coupons to incentivize sign-ups.

5.Early bird access: Offer early access to new products or sales to SMS subscribers.

6.Contests and giveaways: Run exclusive contests for SMS subscribers.

7.Email Footers: Add a sign-up link to your email footers. It could be your regular newsletters or order delivery emails.

2. Segment audience
While SMS blasts are, particularly mass marketing, you can still make them a bit more personalized by segmenting your subscribers.
Segment your SMS list based on the following factors:
- Age
- Gender
- Location
- User activity
- Purchase history
- User lifecycle, such as new users or repeat users.
This segmentation will help you send more relevant and targeted messages to subscribers.
Tip: Use an SMS marketing automation platform like Plivo CX for a simplified segmentation process. It imports subscriber data from the Shopify store and opt-in forms on your website (coming soon).
Further, it automatically divides subscribers into segments based on key attributes, such as demographics, browsing activity, online behavior, etc.
3. Craft campaigns
The next step is to create the campaign content. Some tips for writing effective campaign messages are:
1. Keep it short: The ideal length for an SMS message is 160 characters. Target this length so the message can be delivered in a single SMS.
2. Follow trends: Take advantage of holidays/festivals and use that as a theme for content.
3. Adopt user-generated content: Share any positive customer experiences to build trust.
4. Build a sense of urgency: Create a sense of urgency by adding countdown timers.
5. Add strong visuals: Add eye-catching images and videos that grab attention and explain your campaigns quickly.
6. Use action-provoking verbs: Use words that encourage action from subscribers, such as 'Shop,' 'Sign-up,' etc.
7. Add a clear call-to-action: Keep it clear on what action you are expecting from the subscribers.
8. Add shortened URLs: Add shortened URLs to stay within the character limit.
9. Test and optimize: Test different messages to find what works best for your brand.
Tip: Use a marketing automation platform with built-in templates for different campaigns to get a starting point for various campaigns. Also, look for an in-built AI copywriting engine to generate fast, highly-tailored copy for your campaigns.
4. Optimize time and frequency
The next most important step for an effective SMS blast strategy is to find the appropriate timing. Firstly, as per the Telephone Consumer Protection Act, you are not supposed to send SMS before 8 AM or after 9 PM. But beyond this, you still have to find out when your subscribers are most active. You can do this by analyzing past campaigns to find optimal timing.
Tip: Instead of analyzing data manually, use a marketing automation platform with AI capabilities. AI can make this process easier by analyzing historical data, spotting trends, and suggesting optimal message timing for your campaigns.
5. Diversify text blasting strategy
Another important best practice for a successful text blasting strategy is to diversify your campaigns to keep the subscribers hooked. Surprise them with different types of campaigns, such as:
- Flash sales
- Limited-time offers
- Holiday promotions
- Early product launches
- Loyalty programs.
6. Measure results
Keep analyzing campaigns to find what's working and double down on it. Testing different variations of campaigns on a smaller budget also helps. Pull reports to identify what is giving good results and optimize your SMS marketing budget.
Tip: Simplify your reporting process by using a marketing automation platform that automatically tracks important metrics such as open rate, click rate, converted rate, and revenue.
7. Comply with legal regulations
Lastly, always comply with government regulations, such as TCPA and GDPR, to avoid legal penalties. Some best practices to stay compliant are:
1. Get a customer opt-in: Get explicit opt-in from customers before then sending them messages and getting flagged as spam.
2. Add option to opt-out: Add an opt-out option at the end of every message to make it easy to unsubscribe.
3. Send a message at appropriate timing: Stick to the timing suggested by TCPA and send messages only between 8 AM and 9 PM.
4. Save subscriber data diligently: Follow the local data protection standards and save data compliantly.
Tip: Choose a reputable SMS provider that complies with all the relevant regulations.
Run effective campaigns with Plivo CX
Plivo CX is a robust SMS marketing platform that can triple your revenue. You get all the key features required to run effective SMS blast campaigns:
✅Getting customers to opt in
✅Crafting campaigns with in-built templates and AI copywriter
✅Scheduling campaigns with AI assistance
✅Launching campaigns with ease
✅Building reports of campaigns
Apart from all these features, Plivo CX also complies with all industry and government regulations. Plus, Plivo’s premium carrier network enables you to send messages to over 220 countries/territories with higher deliverability and for as little as $0.0065.
Ready to boost revenue with SMS blasts? Schedule a demo today to explore the powerful features and capabilities of Plivo CX.
Frequently Asked Questions (FAQs)
1. What is an SMS blast?
An SMS blast, or text blast, is a mass text message sent to a large group of consumers. It's a quick and efficient way to reach a wide audience with a specific message. Common SMS blasts are flash sales, announcements, surveys, etc.
2. Is SMS text blasting legal?
Yes, SMS blasting is legal, but you must stay compliant with government regulations. TCPA is a regulation in the US for SMS marketing that suggests getting explicit opt-in from subscribers before sending messages and not messaging before 8 AM and after 9 PM. Apart from TCPA, different countries also have their data protection regulations.
3. How much does text blasting cost?
The cost of text blasting depends on your provider. By using a premium provider like Plivo CX, you can send text message blasts for as little as $0.0065 per SMS.
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How to Make A WhatsApp Bot in Just 5 Minutes
Learn how to make a WhatsApp bot with the benefits of automating customer support, boosting engagement, and streamlining interactions using Plivo.
With almost 3 billion users worldwide, WhatsApp has established itself as a dependable platform for businesses to connect with their customers. Its ease of use, widespread accessibility, and real-time messaging capabilities make it a go-to choice for handling customer queries, providing updates, and resolving issues quickly.
Pairing this functionality with automation takes things even further.
A chatbot transforms WhatsApp into a customer service super-tool. These bots provide personalized, real-time assistance, tackling everything from FAQs to appointment bookings.
Want to take your customer support to the next level in record time? Stick around—we’ll show you how to make a WhatsApp bot in just five minutes.
Prerequisites for creating a WhatsApp chatbot
You must have the two essential prerequisites below to get started with a WhatsApp chatbot.
1. WhatsApp Business account
When integrated with a business account, the WhatsApp chatbot gets all the essential features to manage customer interactions, enhancing overall credibility. All you have to do is:
- Download the WhatsApp Business app
- Complete the setup by verifying your phone number
- Provide accurate business details
Also Read: How to Create a WhatsApp Business Account in 5 Minutes
2. WhatsApp Business API
WhatsApp AI chatbots operate via the WhatsApp Business API to effectively connect and communicate with your customers.
So, once you have a WhatsApp Business account, you need to set up the WhatsApp Business API. The API ensures that your WhatsApp chatbot can respond to common queries and deliver quick and effective customer interactions.
The API supports customer relationship management (CRM) integrations and allows the bot to access customer data (on approval) for personalized communication. You can use the API to incorporate advanced features like timely notifications, promotional messaging, and seamless 24/7 availability for global customer engagement.
One of the standout features of the WhatsApp Business API is its ability to keep your chatbot active on WhatsApp around the clock, supporting your customers' different time zones.
WhatsApp chatbots' use cases extend beyond customer service. It can be leveraged for lead generation, appointment scheduling, and more.
Plivo simplifies the process of how to create and optimize your WhatsApp chatbot by offering:
- Easy WhatsApp Business Accounts (WABA) onboarding
- Support for WhatsApp green tick verification applications
- Tools to create WhatsApp message templates
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Step-by-step guide: How to make a WhatsApp bot
Now that you’ve checked off the prerequisites, let’s dive into the process with four easy steps.
Step #1: Sign up for a chatbot builder
Selecting the right chatbot builder is essential to build a WhatsApp bot efficiently.
Platforms like Wotnot, Landbot.io, and Flow XO offer tools tailored to various business needs to help you design WhatsApp chatbots. Here’s a list of recommended chatbot platforms to consider.
To simplify the process, opt for a no-code chatbot builder. This allows you to design a bot without technical expertise or programming skills, making it accessible to anyone.
Plivo provides a no-code WhatsApp AI chatbot that uses ChatGPT to handle customer service automation. This solution helps businesses deliver instant, AI-driven responses to customer inquiries while eliminating the need for technical expertise.
You can use Plivo’s AI-Powered Chatbot for WhatsApp to set up a chatbot that aligns with your business and improves customer engagement.
Now, let’s explore how to create a WhatsApp bot using Plivo. Make sure to sign up first.
Step #2: Design the flow for your WhatsApp bot
With Plivo’s Customer Service Suite (CX), configuring the flow of the WhatsApp chatbot is simple and sleek. This step helps you customize the bot’s functions to meet specific business requirements.
Design a well-structured flow to create a WhatsApp bot that handles inquiries, schedules appointments, or generates leads. All you have to do is:
- Start by adding a main menu to offer clear navigation options.
- Add reply buttons and button lists for simplified customer responses.
- Use Plivo’s advanced auto-reply feature for a personalized experience tailored to the user's needs.
Plivo CX’s no-code tool makes it easy to design your chatbot with just a drag-and-drop component.
For example, Plivo’s Send WhatsApp and Await Reply components enable you to create branching flows that define each step of the WhatsApp conversation.

Step #3: Connect your WhatsApp Business API
As you’ve read, WhatsApp chatbots are powerful tools for scaling communication. However, to enable its full potential, you need to connect it with the WhatsApp Business API.
Unlike the standard WhatsApp Business app, the API can handle high messaging volumes; companies can build their WhatsApp chatbots to align with business needs.
With Plivo, getting access to the API is simple. Use the integrated signup system to verify your numbers quickly and start sending messages without delay. When paired with the WhatsApp Business API, your chatbot becomes scalable, responsive, and effortless to manage and meet the growing demands of customer engagement.

Learn more about getting started with WhatsApp API.
Step #4: Go live with your WhatsApp chatbot
After creating a WhatsApp bot flow and gaining access to the WhatsApp Business API, it’s time to let your WhatsApp bot go live.
In this final step, you’ll connect the WhatsApp Business API (Step #3) with the chatbot you built in the second step. The WhatsApp chatbot is now ready to be configured and tested. Once everything is set up, simply hit ‘Deploy’. The bot will go live, engaging with your customers directly in the app and providing seamless customer support.

Why use a Whatsapp chatbot for your business?
With a WhatsApp bot, you can resolve up to 90% of customer queries using AI, offering fast, scalable, and cost-efficient solutions for your business. Consider the following three scenarios that illustrate its use cases:
Scenario 1: Fast-growing businesses
What happens when your business grows faster than your support team can manage? Your customer inquiries pile up, and you need a solution that scales along effortlessly. Without it, you risk:
- Long wait times for your customers.
- Overwhelmed support agents.
- Inconsistent service quality.
- High costs of hiring and training.
- Low customer satisfaction scores (CSAT).
Here, a WhatsApp chatbot acts like an expert team member without the time or expense of training a team member. AI-powered WhatsApp chatbots handle 95% of routine support tickets, provide 24/7 customer support, and reduce operational costs.
Scenario 2: Small businesses with limited personnel
As a small business owner, you’re wearing many hats—customer support is one of them. The result? No dedicated support team, lost sales opportunities, inconsistent response times, and limited availability for customer needs.
A WhatsApp bot is like hiring a professional support team at a fraction of the cost.
With WhatsApp chatbots, you can focus on growing your business while offering excellent service through your chatbot. AI automation allows you to manage multiple channels, such as chat, email, and WhatsApp, without increasing headcount. Your AI chatbot works tirelessly, delivering efficient, professional support around the clock.
Scenario 3: Established businesses with seasonal peaks
For businesses that experience seasonal fluctuations, support challenges include:
- Understaffed teams during peak seasons.
- Overspending on staff during slow periods.
- Low support quality from temporary hires.
- High error rates, damaging company reputation.
AI-powered WhatsApp bots effortlessly handle spikes in demand without the need for seasonal hires. Deploying the WhatsApp chatbot ensures consistent support quality throughout the year, reduces costs associated with seasonal staffing, and delivers reliable service regardless of the season.
Plus, with automation, you can be assured that your customers receive timely, accurate responses without overburdening your team.
Use Plivo’s ChatGPT-powered no-code WhatsApp chatbot
Fortunately, with Plivo, you don’t need to build your chatbot from scratch.
Plivo CX comes with an AI-powered WhatsApp chatbot builder that allows you to automate tasks and facilitate customer interactions, improve lead engagement, and deliver personalized user experiences — all while stepping into modern sales processes.
This solution easily connects with your business tools, making WhatsApp bots a powerful addition to your sales toolkit. Here’s what it offers:
- Omnichannel support: Deliver seamless customer service across multiple channels from a single dashboard for easy management.
- Quick integrations: Connect Plivo CX with your existing tools to gain a unified view of the customer journey and comprehensive data insights.
- Automated workflows: Design personalized customer journeys on WhatsApp and other platforms with a visual workflow builder.
- Real-time analytics: Track and analyze customer interactions to improve the WhatsApp bot’s performance over time.
- Agent coaching tools: Enhance customer support with features like call recording, barge, and whisper, ensuring your bot provides the best experience.
Ready to set up your chatbot? Book a demo for Plivo CX today and see how the WhatsApp chatbot can fulfill your customer support needs.
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