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Featured

What is SMS Pumping: Plivo’s Quick Guide

Jan 8, 2024
7 mins

Learn about SMS pumping, the risks it poses to businesses, how fraudsters generate fake traffic to exploit them, and how to prevent it.

In the digital age, SMS remains a cornerstone for user authentication, particularly through One-Time Passwords (OTPs). However, this reliance has made businesses vulnerable to a growing threat: SMS pumping fraud.

What is SMS pumping?

SMS pumping, also known as Artificially Inflated Traffic (AIT) or SMS toll fraud, is a fraudulent scheme where attackers exploit SMS-based services to generate large volumes of fake traffic. This is typically achieved by:

  • Automated Bots: Using bots to flood online forms with fake OTP requests.
  • Premium Rate Numbers: Directing these requests to phone numbers that incur higher charges, often controlled by the fraudsters or complicit telecom operators.

The perpetrators profit by receiving a share of the revenue generated from these inflated SMS charges, leaving businesses to bear the financial burden.

Real-World Impact: The Twitter Case

A notable example of SMS pumping's financial impact is Twitter (now X). In 2023, Elon Musk revealed that the platform was losing approximately $60 million annually due to SMS pumping fraud. The scheme involved over 390 telecom operators worldwide, who were either complicit or negligent in allowing the abuse of SMS services.

How does SMS pumping work?

The process typically unfolds as follows:

  1. Targeting Vulnerable Endpoints: Attackers identify websites or applications that send OTPs via SMS.
  2. Flooding with Requests: Bots submit numerous fake requests, often using disposable or premium-rate phone numbers.
  3. Revenue Generation: Each SMS sent to these numbers incurs a cost, which is shared with the fraudsters.

This leads to significant financial losses for businesses, as they pay for messages that serve no legitimate purpose.

Signs Your Business Might Be a Target

Be vigilant if you notice:

  • Unusual Traffic Patterns: A sudden spike in OTP requests, especially from unfamiliar regions.
  • Sequential Number Requests: Multiple OTP requests to consecutive phone numbers, indicating automated bot activity.
  • Low Conversion Rates: A high number of OTPs sent but a low rate of successful authentications.

Preventive Measures: Safeguarding Your Business

To protect against SMS pumping fraud, consider implementing the following strategies:

  • Rate Limiting: Restrict the number of OTP requests per user or IP address within a specified time frame.
  • Bot Detection: Use CAPTCHA or other bot detection mechanisms to prevent automated submissions.
  • Geo-Blocking: Limit OTP requests to regions where your user base is located.
  • Traffic Monitoring: Regularly analyze traffic patterns to identify and mitigate suspicious activities.

Plivo’s Solutions to SMS Pumping

Recognizing the growing threat of SMS pumping, Plivo is proud to offer two innovative tools, free of charge, designed to protect your business from fraudulent SMS traffic:

  1. SMS Pumping Protection for OTP Traffic: This solution is specifically built to safeguard your SMS API endpoints that handle OTP traffic. By detecting and preventing fraudulent OTP requests, it helps ensure your messaging services remain both secure and cost-effective. Read more about SMS Pumping Protection here.
  2. Fraud Shield for Verify Applications: Designed for applications leveraging Plivo’s Verify API, Fraud Shield delivers advanced fraud detection by analyzing traffic patterns, identifying anomalies, and blocking suspicious activities. This ensures your verification processes stay protected from abuse. Read more about Fraud Shield here.

Learn more about Plivo’s tools for combating SMS pumping by requesting a trial.

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Jun 19, 2025
5 mins

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:

Screenshot of a Reddit comment explaining what RCS is
RCS explained by a Reddit user

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.

Key feature SMS marketing RCS marketing
Message length Limited to 160 characters; with longer messages split Up to 8,000 characters in a single message
Multimedia Supports only plain text and links; needs MMS for multimedia Natively supports high-resolution photos, videos, audio, and GIFs
Security and verification No built-in sender verification Includes verified sender profiles with business name, logo, and custom colors
Read receipts No standardized way to know if a message was delivered or read Provides delivery and read receipts for real-time engagement tracking
Typing indicators Doesn't show when the other party is typing Displays typing indicators, creating a more conversational feel
Interactive buttons Not supported; calls to action (CTAs) are limited to plain text links Allows interactive buttons with predefined replies and actions
User experience Static, text-heavy, and transactional Dynamic, visually rich, and conversational — feels more like a mobile app
Analytics and reporting Basic delivery tracking (if supported by carrier) Advanced analytics: opens, clicks, conversions, and user behavior tracking

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.

 Image showing the engagement results of RCS messaging
People engage more with RCS than any other platform

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.

Image showing that MAYI - HOMES sends a verified RCS message with branding
Verified RCS message from MAYI - HOMES

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.

Verified RCS message highlights a 25% off promotion on all items
Verified RCS message from Daily-donuts

Example: A fashion retailer promoting its spring collection could send an RCS message featuring a carousel of outfits with styled images, prices, and buttons like “View Lookbook” or “Shop Now.”

Tapping a button could open a mini product page inside the chat, letting customers browse and buy without switching apps.

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.

Example: A home electronics store could follow up with customers who left a pair of wireless earbuds in their cart. The RCS message might include a product photo, the price, and a “Buy Now” button that takes them straight to checkout.

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.

Image depicting an interactive RCS booking confirmation message
Booking confirmation via RCS with quick action buttons

Example: A dental clinic could use RCS to remind patients of upcoming cleanings. The message might show the date, time, and location of the appointment, plus a “Confirm” button and options to “Reschedule” or “Cancel.”

Patients can respond instantly, helping the clinic manage its schedule more efficiently.

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.

Example: A restaurant could send an RCS message after a meal asking customers to rate their experience with simple buttons like “Excellent,” “Good,” or “Needs Improvement.”

The message might also include a photo of the dish they ordered and a quick question like, “What did you like most?” This quick interaction makes it easy for customers to respond and gives the restaurant valuable insights.

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.”

Support bot provides instant replies and follow-ups for customer queries
AI-powered support for account management

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!

Jun 19, 2025
5 mins

WhatsApp Agent Setup: How to Launch AI-Powered Conversations at Scale

Learn how WhatsApp agent setup works using Plivo to launch AI-powered, no-code agents that handle support, sales, and engagement at scale.

Your customers are on WhatsApp but are your agents?

If you’re still relying on manual replies, scripted chatbots, or email follow-ups, you’re leaving response time and revenue on the table.

The smarter path? AI-powered WhatsApp agents. They’re full-service, no-code agents that can resolve issues, qualify leads, and send personalized offers 24/7.

In this guide, we’ll walk you through WhatsApp agent setup using Plivo and understand how these agents help you automate conversations that convert.

What is a WhatsApp AI agent?

A WhatsApp AI agent is an automation designed to operate over the WhatsApp Business API. Unlike scripted bots, agents are built to understand intent, pull in context from your internal systems, and complete business tasks like answering account-specific questions or initiating transactions.

Plivo’s WhatsApp AI agents can be trained to use your brand voice, integrated with your CRM or helpdesk, and customized to handle specific use cases, such as subscription renewals, cart recovery, refund processing, or customer onboarding.

They are accessible through a no-code interface and support a multilingual, omnichannel customer experience across WhatsApp, SMS, RCS, and voice.

What you need before setting up your agent

To go live with a WhatsApp agent, you need:

  • A verified Meta Business Account
  • An active WhatsApp Business Account (WABA) tied to a phone number
  • Pre-approved message templates for outbound communication
  • WhatsApp Business API access through a business solution provider (BSP) (Plivo offers this natively)
  • A platform to design, train, and manage agents (Plivo Agent Studio)

Also read: How to Create WhatsApp Message Templates: A Complete Guide

Optional but recommended integrations:

  • CRM (like Salesforce, HubSpot, or Zoho)
  • Helpdesk (like Zendesk or Freshdesk)
  • E-commerce or billing tools (Shopify, Stripe, etc.)

Pro tip: If you want to fast-track API access and template approval, using a BSP like Plivo saves weeks of back and forth with Meta.

Step-by-step: How to set up a WhatsApp agent with Plivo

Follow this step-by-step guide for a smooth WhatsApp agent setup with Plivo.

Step #1: Choose your primary use case and define agent scope

Don’t build a generic bot. Start with why you’re automating. This could be handling support queries, sending order updates, re-engaging inactive customers, or managing subscription renewals.

Image showing users how to build their own lead qualification agent in Plivo
Build a WhatsApp AI agent in Plivo

Plivo provides a library of prebuilt AI agents for common use cases like cart recovery, lead qualification, appointment reminders, and product recommendations. You can choose to use one as-is or customize it to fit your business process. Each agent is compatible with WhatsApp and designed to operate across channels as needed.

Your online pet supply business sells dog food with a typical reorder cycle of 30 days. You want to automate reminders for repeat customers, so they never run out.

The goal is to build a WhatsApp AI agent that:

  • Identifies past purchase dates
  • Sends a timely reminder before the next reorder window
  • Offers a one-click reorder option with a discount
  • Escalates to a live agent if the customer has special dietary questions

Pro tip: If you're unsure where to begin, look at existing interactions on WhatsApp that are repetitive, time-sensitive, or frequently escalated — these are ideal starting points for automation.

Step #2: Build the agent using Plivo’s no-code platform

Since your API access is already set up, you can begin building your agent in Plivo’s Agent Studio. This is a visual, drag-and-drop builder where you create conversation flows using blocks that represent actions, responses, conditions, and triggers.

Image showing WhatsApp AI agent setup in Plivo without code
No-code campaign automation in Plivo’s AI Studio

You can structure your flow to respond to specific keywords, match customer intent, route inquiries to different departments, or escalate to a live agent when needed. Each step in the journey can include media-rich responses like buttons, product carousels, quick replies, and file attachments.

Beyond logic design, you can also configure fallback rules for when the agent is unsure, and add human handoff conditions to ensure escalations happen smoothly with full context transferred to the live agent.

Image demonstrating smart handoff from AI agents to human agents in Plivo
Human handoff conditions in Plivo

Example: In Agent Studio, you set up a trigger to activate the agent 25 days after a customer’s last dog food purchase.

The agent starts with: “Hi Alex! It’s almost time to restock Luna’s Chicken & Brown Rice dog food. Want us to ship it today with 10% off?”

Depending on the customer’s reply:

  • “Yes” triggers a checkout link
  • “No” prompts a snooze option or opt-out
  • “I have a question” escalates to a human agent with the full order history

This step allows you to fully customize the agent’s tone, workflow, and logic to reflect how your brand communicates.4

Example: In Agent Studio, you set up a trigger to activate the agent 25 days after a customer’s last dog food purchase.

The agent starts with:
“Hi Alex! It’s almost time to restock Luna’s Chicken & Brown Rice dog food. Want us to ship it today with 10% off?”

Depending on the customer’s reply:

  • “Yes” triggers a checkout link
  • “No” prompts a snooze option or opt-out
  • “I have a question” escalates to a human agent with the full order history

Step #3: Train your agent with AI

Plivo supports integration with internal systems like your CRM, order management platform, inventory tools, or helpdesk. This means your agent can access real-time customer data, past orders, preferences, and policies to deliver personalized responses.

You can also connect your knowledge base, including FAQs, SOPs, product documentation, or policy articles. These resources train the agent to respond accurately and contextually, without needing scripted answers.

Dashboard image of Plivo’s AI Studio prompting users to import from a file or sync from a website
Import external knowledge from various sources into Plivo

For natural language understanding, Plivo gives you the flexibility to choose the AI model that powers your agent.

Image depicting LLM options for your WhatsApp AI agent in Plivo
Select the LLM that fits your business best

You integrate your Shopify store to pull order dates and product SKUs. You also sync your product FAQ sheet so the agent can answer:

  • “Is this food grain-free?”
  • “What’s the shelf life?”
  • “Can I switch to lamb instead of chicken?”

You power the agent using OpenAI to ensure a natural, friendly tone and multilingual support for your Spanish-speaking customers.

Step #4: Test, launch, and monitor your agent

Once your flow is built and trained, run controlled tests:

  • Check for flow accuracy and intent matching
  • Review how it handles incomplete or unclear inputs
  • Test human handoff and see if the agent transfers the full context
Image showcasing WhatsApp AI agent engagement analytics in Plivo
Monitor agent performance and engagement with Plivo

Plivo’s real-time dashboard lets you:

  • Monitor delivery, engagement, and satisfaction metrics
  • Track where users drop off in conversations
  • Identify areas to improve agent logic or content
  • Compare campaign and agent performance across channels

After launch, your agent keeps learning. As more customers interact, you’ll gather insight to improve how it responds or what paths it offers.

You run a test with 50 loyal customers. The data shows that:

  • 72% clicked the reorder button within three hours
  • 18% asked about switching flavors
  • 10% requested a pause or cancel

You adjust the flow by adding a flavor selection block and a “remind me next week” option. The analytics also show high engagement around 8 p.m., so you shift reminder timings accordingly.

Plivo is purpose-built for WhatsApp AI agent deployment

Plivo’s platform is designed to help you move from idea to live AI-powered engagement without requiring engineering support or external consultants. When you use Plivo for WhatsApp agent setup, you get:

  • Access to prebuilt agents for sales, support, and engagement
  • Intuitive no-code builder (Agent Studio) that puts you in control
  • Deep integration with your business systems for real-time, contextual replies
  • Support for the best LLMs on the market, so your agent is trained with intelligence
  • Built-in compliance with WhatsApp’s policies and global data laws
  • Unified interface to manage messaging across WhatsApp, SMS, RCS, and Voice
  • Enterprise-grade infrastructure with 99.99% uptime and expert onboarding support

Automate outcomes with WhatsApp agent setup in Plivo

Smart WhatsApp automation starts with smart setup. With Plivo's no-code platform, you can automate customer conversations, boost sales, and scale support — all without a development team.

Plivo offers the tools to build agents that reflect your brand, the infrastructure to scale securely, and the intelligence to adapt with your customer needs.

Whether you're trying to cut support wait times, recover abandoned carts, or drive upsells through personalized outreach, a well-built WhatsApp agent can make it happen, and Plivo makes it achievable.

Ready to get started? Request a free trial today!

Jun 19, 2025
5 mins

The Definitive Guide to Automating WhatsApp for Business

Learn how WhatsApp automation can simplify customer communication and scale operations. Know about its key benefits and use cases. Get started today.

Remember when WhatsApp was just a simple messaging app? Launched in 2009, it was a tool for friends and family to stay in touch. 

Fast-forward to today, and WhatsApp has become a global powerhouse with over 3 billion monthly active users. Businesses worldwide leverage WhatsApp to connect with customers, share updates, and provide support.

Many businesses struggle to keep up with the growing volume of customer messages on WhatsApp. Manually handling inquiries, sending updates, or following up on leads can quickly become overwhelming and inefficient. 

This is where WhatsApp automation steps in.

By automating repetitive messaging tasks, businesses can reduce manual workload, respond faster, and deliver more personalized, timely communication. 

In this article, we'll explore what WhatsApp automation is, why it's essential for modern businesses, and how you can implement it to improve customer engagement and operational workflows.

What is WhatsApp automation?

WhatsApp automation is the use of technology to automatically send and manage messages on the platform, especially for business and customer engagement purposes.

It doesn’t require human intervention for every interaction. As a result, businesses can handle customer inquiries, deliver updates, and engage with prospects efficiently.

Image showing WhatsApp with a conversation, highlighting conversational commerce.
A customer engaging with a brand through WhatsApp for shopping -Source

With WhatsApp business automation, you can:

  • Auto-respond to FAQs and reduce ticket volume.
  • Reduce customer support load with proactive messaging.
  • Route complex support queries to live agents only when needed.
  • Send order confirmations and delivery updates automatically.
  • Share return instructions based on customer actions.
  • Run re-engagement campaigns with smart timing.
  • Integrate with Shopify, Magento, and more for real-time updates.
  • Trigger workflows from CRMs or e-commerce platforms.
  • Keep messaging compliant with auto opt-outs and logs.

Here’s a breakdown of the three main types of automated messaging on WhatsApp:

Message Type Description Example
Transactional Messages are triggered by specific customer actions or events. "Your order has been shipped!"
Promotional Messages that promote products, services, or special offers. "Get 20% off your next purchase – limited time only!"
Conversational Automated responses that simulate a two-way conversation. "How can I assist you today?"

Key benefits of WhatsApp automation

By automating routine tasks, WhatsApp can help your business stay responsive and consistent across customer touchpoints. Here’s how it can benefit your business:

Reduce manual workloads and response times

When you automate WhatsApp interactions, every department, from marketing to customer service, runs more smoothly.

By automating routine tasks like order updates, FAQs, and customer inquiries, businesses can significantly reduce the manual effort required.

This means your team spends less time on repetitive tasks and more time focusing on high-priority interactions.

Result: Faster response times and more efficient workflows.

Increases the scalability of customer interactions

As your business grows, the number of customer interactions increases. Automation allows you to scale communication efforts without hiring additional staff or losing the personal touch.

Whether you're dealing with 50 or 5,000 customers, automated responses ensure that each inquiry is handled swiftly and consistently.

Enhances customer experience through personalization

Automated WhatsApp messages can be personalized based on customer data, creating a more relevant and tailored experience.

From addressing customers by name to offering product recommendations based on past purchases, personalization makes customers feel valued. This leads to higher engagement rates and improved loyalty.

End result: Higher customer satisfaction and increased loyalty.

Cost-effectiveness compared to manual processes

WhatsApp automation eliminates the need for large customer support teams and reduces the time spent on repetitive tasks.

This saves on operational costs and also leads to a more efficient allocation of resources.

Pro tip: Monitor your automation metrics regularly to find areas where you can cut costs further without affecting quality.

5  popular use cases of WhatsApp automation across industries

Businesses everywhere are finding new ways to use WhatsApp automation. Here are five popular examples:

1. Customer support

Automating common FAQs and routine inquiries on WhatsApp helps customers get instant answers anytime. This reduces the number of tickets support teams have to handle, letting them focus on more complex problems.

Example messages:

“Hi! How can I help you today? Here are some quick answers: For billing info, reply 1; For plan details, reply 2.”

“We’ve received your request and will get back to you within 24 hours.”

2. E-commerce operations

Order confirmations, shipping updates, and delivery notifications keep customers informed every step of the way. Automating returns and collecting feedback via WhatsApp speeds up these processes and improves customer satisfaction.

Example messages:

“Thank you for your order #12345! It is being processed and will ship soon.”

“Good news! Your package is out for delivery and should arrive by 5 PM today.”

“Need to return an item? Reply ‘Return’ and we’ll guide you through the process.”

3.Marketing and lead nurturing

Automated lead follow-ups ensure timely, consistent engagement with prospects, boosting conversion chances. Also, you can use personalized re-engagement campaigns to help bring back inactive customers with offers or updates tailored to their interests.

Example messages:

“Hi [Name], thanks for your interest! Ready to take the next step? Book a free demo here: [link]”

“We miss you! Enjoy 15% off your next purchase with code WELCOME15.”

“Exclusive offer just for you, [Name]! Check out our new arrivals: [link]”

4.Event management and invitations

Automated WhatsApp invites, updates, and follow-ups keep your audience informed and engaged, boosting the attendance rate. This helps you stay connected and make every event a success.

5.Appointment scheduling and reminders

Timely reminders help customers remember appointments, reducing cancellations and improving the overall experience. Automation makes scheduling easier and more efficient for both businesses and customers.

Example messages:

“Your appointment with Dr. Smith is confirmed for June 20 at 2 PM. Reply ‘Cancel’ to reschedule.”

“Hi! Just a friendly reminder about your hair salon appointment tomorrow at 11 AM.”

“Need to book an appointment? Reply ‘Book’ and we’ll help you find the perfect time.”

Step-by-step guide to implement WhatsApp automation for your business

To successfully implement WhatsApp automation, follow these key steps that cover planning, setup, and optimization. 

Step 1: Define your use cases and goals

Start by identifying which business functions, such as order updates, customer support, or lead follow-ups, will benefit most from automation.

Set clear, measurable goals like: 

  • Reducing response times 
  • Lowering manual workload 
  • Boosting customer engagement 

This will guide your automation strategy and help you track success.

Also, ensure compliance from the start. WhatsApp requires businesses to obtain explicit customer opt-in before sending messages. To stay compliant:

  • Use clear, transparent language when requesting consent.
  • Collect opt-ins through channels like website forms, checkout flows, or click-to-chat ads.
  • Log and manage consent within your systems for audit readiness.

Data privacy and compliance are essential for building trust and maintaining long-term customer relationships.

Step 2: Choose the right WhatsApp business API provider

Select a platform that fits your specific needs. Look for features like:

  • Robust CRM integrations
  • Audience segmentation
  • Flexible automation workflows

These capabilities simplify your communication and scale your efforts efficiently.

Make segmentation a priority, use tagging and grouping strategies to target the right customers with the right messages. 

With smart tagging and grouping, you can:

  • Deliver personalized messages
  • Engage the right people at the right time
  • Improve conversion and retention

Example: Send exclusive offers to loyal buyers and welcome discounts to new customers. Good segmentation enhances your automation and drives better outcomes.

Step 3: Set up your WhatsApp business account

You must set up a verified WhatsApp Business account to use WhatsApp for automated messaging. This includes:

  • Registering your business name and details.
  • Verifying a dedicated phone number.
  • Getting approval from Meta to use the WhatsApp Business API.

This ensures that your business is recognized as a legitimate sender.

Your WhatsApp API provider will typically assist with onboarding, including submitting documentation and setting up the technical aspects. 

Some platforms also offer pre-built tools to help you manage mobile number registration, display name approval, and message template submissions.

Pro tip: To avoid disruptions, choose a phone number that’s not already tied to a personal WhatsApp account.

Step 4: Create and submit message templates

Start by designing message templates for everyday customer interactions, such as:

  • Promotional messages (e.g., limited-time offers)
  • Transactional updates (e.g., order confirmations, delivery alerts)
  • Support messages (e.g., ticket updates or issue resolution)

Each template must follow WhatsApp’s formatting and content policies.

Once your templates are ready, submit them through your WhatsApp API provider for Meta’s approval. Only approved templates can be used for proactive messaging.

Step 5: Build automation workflows

Now that your account and templates are ready, it’s time to connect WhatsApp with the rest of your tech stack. Integrate with:

  • CRM systems (to access customer data)
  • Support tools (for query management)
  • E-commerce platforms (to track orders and actions)

Use event-based triggers, like a new order, a cart abandonment, or a support ticket, to automatically send relevant messages.

Additionally, plan for human fallback. Automation can’t handle everything. Build intelligent workflows that escalate to a human agent when:

  • A customer requests help
  • The query is too complex
  • Sentiment detection flags a negative experience

This keeps your support experience smooth, responsive, and frustration-free.

Step 6: Test, launch, and optimize

Start with a pilot campaign to ensure everything runs smoothly.

Track key metrics:

  • Response time
  • Open rate
  • Conversion rate

Use these insights to refine your workflows, improve message content, and adjust targeting.

Best practices for WhatsApp automation 

Following some proven best practices is essential to get the most out of WhatsApp automation. Here’s what you need to know:

Tips for optimizing messaging frequency and timing

To keep your audience interested, it's vital to message thoughtfully and strategically. Here are some quick tips:

  • Avoid over-messaging to prevent unsubscribes.
  • Use analytics to identify when your audience is most active and receptive.
  • Space out messages to keep it natural.
  • Monitor response rates and adjust based on customer behavior and feedback.

Leverage data analytics for campaign performance 

By tracking metrics such as open rates, click-through rates, and response times, you gain valuable insights into what works and what doesn’t. Use this data to refine your messaging, target relevant audience segments, and optimize timing. 

Regularly reviewing analytics helps you make informed decisions that boost engagement and drive better results over time.

Compliance and customer privacy protection

To protect your customers and stay compliant, focus on these key areas:

Compliance What it means Best practise
GDPR Protects the personal data of EU customers Obtain consent, allow easy opt-out, and secure data
SOC 2 Ensures security and confidentiality standards Implement strong data controls and audits
Customer privacy Respect and protect user information Be transparent, limit data use, and maintain trust

Enhance customer communication with Plivo’s AI WhatsApp automation

The growing demand for instant, tailored communication on WhatsApp puts pressure on businesses to respond quickly. Customers expect fast, personalized replies around the clock, and doing this manually often leads to delays, inconsistent service, and missed opportunities. 

Finding a way to scale these conversations efficiently is critical for businesses looking to stay competitive.

That’s where Plivo comes in, an industry-leading omnichannel platform that automates and personalizes WhatsApp conversations, delivering timely responses at scale.

By leveraging Plivo’s WhatsApp AI agents, businesses can manage a wide range of customer communication tasks, from pre-sales inquiries to post-purchase support, without increasing their team size.

Here’s how Plivo can enhance your customer communication:

  • Brand-aligned AI agents: You can customize the AI agents to reflect your brand’s voice, tone, and style. This makes all customer interactions align with your brand’s identity and deliver a personalized experience.
  • AI customer service agent: Plivo’s AI agents work around the clock, ensuring your customers receive timely responses, regardless of the time zone. These agents process orders, resolve support issues, and answer questions.
AI customer service agent managing chats and orders.
Plivo’s AI agents provide 24/7 support, processing orders and answering customer questions promptly.
  • Natural, human-like conversations: With AI agents, you can engage in context-aware conversations, mimicking human interactions. They remember customer preferences and history to provide relevant responses like a human agent would.
  • Simple, volume-based pricing: Plivo charges a flat fee per conversation rather than per message, making costs predictable and scalable. Volume discounts are available to lower your total spend as your messaging needs grow.
Image showing Plivo’s flat-fee per conversation pricing with volume discounts.
Plivo charges a flat fee per conversation with volume discounts.
  • Built-in compliance: Plivo ensures compliance with GDPR, HIPAA, PCI DSS, ISO 27001, and SOC 2 standards.
  • Guaranteed message delivery with fallback options: The platform delivers billions of messages annually and uses SMS and voice fallback channels to ensure your customers always receive important communications.
  • 24/7 availability: Plivo's AI agents provide instant, 24/7 assistance, answering questions, processing orders, and resolving customer issues.
  • Multilingual support: With support for 70+ languages, Plivo’s AI agents can engage with customers globally and offer a multilingual customer service experience.
  • E-commerce platform integrations: Integrate seamlessly with popular e-commerce platforms like Shopify, BigCommerce, WooCommerce, and Magento to deliver a unified customer experience across all touchpoints.

With Plivo’s vast carrier network spanning over 220 countries, businesses can significantly cut SMS costs by up to 70% while achieving threefold returns on investment. 

Many companies using Plivo CX have experienced remarkable results, earning an outstanding $71 for every dollar invested in their SMS marketing efforts.

Book a free demo today and see how Plivo’s AI WhatsApp agents can change your customer communication strategy.

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Aug 28, 2024
5 mins

Transform Customer Interactions with Plivo’s Real-Time Audio Streaming

Discover how Plivo's Audio Stream transforms customer interactions by streaming raw audio from active calls in real-time. Learn how to enhance customer satisfaction with AI-based tools.

Voice API
Audio Stream

In today's fast-paced business environment, customer interactions play a pivotal role in determining success. Imagine a scenario where a call center receives hundreds of calls daily. Each call contains valuable insights about customer preferences, pain points, and overall satisfaction. However, without the right tools, these insights can remain untapped, buried within the raw audio of customer interactions. This is where Plivo’s Audio Stream comes in, transforming how businesses can leverage real-time audio data.

Plivo’s Audio Stream allows businesses to stream raw audio from active calls to applications or third-party systems over WebSockets. This feature empowers organizations to capture and analyze customer interactions automatically, thereby enhancing the overall customer experience.

Getting Started with Audio Stream

In this blog, we’ll outline the key highlights of this feature and offer tips for making the most of Audio Stream.

How Does Audio Stream Work?

Plivo’s Audio Stream, part of Plivo's Voice API, represents the next generation of real-time access to raw audio data. When coupled with AI-based tools, businesses can leverage audio streaming to offer enhanced voice-based services, extract valuable insights, and elevate customer interactions.

To get started with Audio Stream, establish a WebSocket connection to stream raw audio from active calls in real-time to applications or third-party systems. With this connection, you can play audio, interrupt and clear buffered audio, and send a checkpoint event to indicate the completion of playback. Refer to our API and XML documentation for detailed instructions on establishing and managing this connection.

The illustration below shows how a call center could use audio streaming to document key details from a customer interaction — data points that can later improve the customer experience.

Audio Streaming

Other Real-Life Use Cases:

  • Healthcare Services: In a healthcare setting, audio streaming can be used to transcribe patient calls in real-time, ensuring accurate record-keeping and immediate access to patient information for better service delivery. Additionally, by utilizing audio streams, healthcare providers can develop AI-based virtual assistants or bots that assist patients in booking appointments, refilling prescriptions, and answering common medical inquiries, thereby reducing the burden on human staff and improving patient satisfaction.
  • Financial Services: For financial institutions, audio streaming can help monitor and analyze conversations for compliance purposes, ensuring that all regulatory requirements are met while also enhancing customer service. Additionally, AI-based virtual assistants can be integrated to assist customers with routine banking inquiries, and streamline tasks such as loan applications and account management. This not only improves operational efficiency but also elevates the customer experience by offering prompt and accurate assistance.

These are just a few examples of how audio streaming can be used across industries. Audio streaming can be applied in various use cases across different sectors.

Bidirectional Audio Streaming

Upon establishing the audio stream via WebSocket, Plivo forks and transmits raw audio over the WebSocket in real-time, ensuring high quality. With bidirectional audio streaming, Plivo offers the functionality to transmit audio from your application back to Plivo, enabling real-time conversational use cases. During the call, Plivo will then relay this audio back to the caller or end user.

What Can I Build with Audio Streaming APIs?

Audio streaming opens up numerous opportunities to enhance customer satisfaction by providing deeper insights into customer interactions. Here are some potential applications:

  • Conversational AI Bots: Integrate raw audio captured by Audio Stream with AI bots via Amazon Lex or Google Dialogflow to create AI virtual assistants that engage with your customers.
  • Real-Time Transcriptions: Use services such as Amazon Transcribe or Google Speech-to-Text for real-time transcriptions in multiple languages.
  • Sentiment Analysis: Monitor conversations between your customers and agents to analyze service quality and improve training by identifying high and low performers.

Getting started with Audio Stream

It’s easy to get Audio Stream up and running — simply follow the steps below.

  1. Sign up with Plivo.
  2. Purchase a number from the console or via API. 
  3. Attach the purchased number to the application which returns the audio stream XML instruction.
  4. Dial the number. 
  5. Return the following XML instruction to start getting raw audio from Plivo and enable a conversational AI bot (bidirectional audio stream).
<Response>
	<Stream bidirectional="true" keepCallAlive="true">wss://yourstream.websocket.io/audiostream</Stream>
</Response>
  1. Send audio back to Plivo via the same Websocket connection with the format highlighted below.
{
  "event": "playAudio",
  "media": {
    "contentType": "audio/x-l16",
    "sampleRate": 8000,
    "payload": "base64 encoded raw audio.."
  }
}
  1. Plivo relays the audio back to the call.

Clear Audio

In scenarios where you need to interrupt or halt audio that you've sent to Plivo, use the clear audio command to seamlessly interrupt and clear buffered audio. Send the following instruction via WebSocket:

{
  "event": "clearAudio",
  "streamId": "b77e037d-4119-44b5-902d-25826b654539"
}

Pricing

Audio streaming is priced at $0.003 per minute per stream, in addition to the charges for voice minutes associated with a call. Pricing is subject to change, so check our pricing page for the most up-to-date information.

Sign up with Plivo today to try this powerful new capability for your calls.

Aug 28, 2024
5 mins

5 Best SMS API Providers to Consider in 2024

Discover the top five SMS API providers of 2024 and compare their features and pricing to select the best bulk SMS API provider for your business.

SMS
SMS API
SMS Marketing

SMS isn't just a nice-to-have; today, it's the backbone of great customer experiences.

In fact, your SMS strategy may impact your brand reputation more than you realize. More than 60% of consumers say that businesses that text them provide a better overall customer experience than companies that don’t.

Surprisingly, most consumers receive texts from one to three businesses; but they’re willing to opt into texts from up to six businesses. 

There’s still untapped potential to be mined from SMS marketing. And, the easiest way to gain a competitive advantage is with an SMS API provider. 

Choosing the best SMS API provider is about reliability, cost, and, ultimately, finding the perfect fit for your business. Your SMS API provider should help you connect deeper with your customers, scale effortlessly, and future-proof your business. 

In this guide, we're diving deep into what to look for in an SMS API provider and sharing the best bulk SMS API providers in the market in 2024. Read on to find your perfect match and start optimizing your SMS marketing efforts. 

What to look for in an SMS API provider

Trust is everything when it comes to texting customers. Your SMS API provider should help you stay compliant and communicate in a way that makes your customers feel secure giving you their personal contact details. A 2021 Deloitte study shows that, on average, consumers spend 25% more money on trusted brands.

Look for SMS API providers that make it easy to follow industry regulations, among other criteria, so that you can reliably reach your customers without putting their information at risk.

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Reliability and uptime

The best SMS gateway API provider delivers your messages on time, every time. This should be the baseline standard for any API you consider. Need to confirm appointments or update customers on deliveries? You should be able to send an SMS and never think twice. For instance, Plivo's 99.99% uptime guarantee ensures that your time-sensitive messages are delivered reliably, letting you send messages in total confidence. 

Pricing and value for money

Most businesses will consider price first and foremost when selecting a provider. And while the price tag is obviously a huge factor, consider the bigger picture. What value are you getting from your provider? The lowest-priced option doesn’t guarantee high-quality service, security, or reliability. 

Your pricing assessment should factor in volume discounts, pricing models, and hidden fees. You want the best value,  and that’s where SMS API providers like Plivo shine. We offer competitive pricing and scalable solutions.

Geographic coverage

Wherever your customers are today, your SMS API provider must be able to reach them. You may not need to send messages worldwide in your current operational capacity. But, if your business is still growing, it might be nice to have the flexibility to deliver your messages wherever your customers live and work.

Features and customization options

The best SMS API providers let you personalize messages, track results, and build stronger customer relationships. It's not just about sending texts; it's about creating meaningful connections.

Ease of integration and documentation

Developers already have a lot on their plate. Save them time by opting for an API with clear and comprehensive documentation and easy integration. It’s a win-win for your team and your customers!

Customer support

Look for an SMS API provider that is available 24/7. This level of service translates to immediate assistance, minimized downtime, and enhanced reliability. Your company can also benefit from the convenience of multiple support channels, such as email, phone, web-based chatbots, and SMS.

5 best SMS API providers: at a glance  

Need help picking the right SMS API provider for your company? We've compared five of the most popular providers, breaking down their features, pros, cons, and pricing. Check out our in-depth analysis following the table below to find the best fit for your business.

**SMS API provider ** **Message types supported ** **Compliance checks** **Global coverage** **Pricing ** **Ratings** **Plivo ** SMS, Voice, MMS, Whatsapp messaging GDPR, TCPA, HIPAA 220+ countries and territories (receiving messages in 60+ countries) $0 authentication fee Pay-as-you-go pricing **G2: **4.5/5 **Twilio ** SMS, MMS, Whatsapp messaging HIPAA, GDPR, TCPA 180+ countries Starts with $0.0075/SMS for the US **G2: **4.2/5 **Messente ** SMS, MMS, Whatsapp messaging GDPR 197 countries Custom pricing **G2: **5/5 **Telnyx** SMS, Voice GDPR 35+ countries Starts with $0.004/message **G2: **4.7/5 **Bird** SMS, Voice GDPR 150 countries Starts with $45/month **G2: **4.1/5

1. Plivo

Key features

With Plivo, you can focus on growing your business, not troubleshooting your tech. The Plivo SMS API handles the heavy lifting of scaling globally, with features such as:

  • Smart queuing: Plivo’s smart queuing feature allows you to send multiple SMS messages in a single API request. Plivo dynamically manages message priority and expiry, handling message queueing for you.
  • Built-in fraud control: Protect your business from SMS pumping fraud with Plivo's Fraud Shield. Its geo permissions feature lets you control the countries to which your SMS traffic is sent, while the fraud thresholds feature sets limits on message volume and adds an extra layer of security to your SMS strategy — at no extra cost. 
  • 24/7 customer support: We offer 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 our 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. 
  • Message redaction: Plivo's message redaction feature can hide sensitive details like numbers and names while still getting the message across if you need to send sensitive information via text. This makes perfect sense for highly regulated industries, such as healthcare, financial services, and education. Implementing redaction with two-factor authentication (2FA) increases overall security and ensures compliance
  • Multi-language messaging support: 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. 
  • MMS-rich media support: You can send and receive photos, videos, and audio clips, as well as picture messages and SMS texts using the same phone number.
  • Real-time delivery notifications: Get real-time delivery notifications of messages sent globally. Track delivery rates and account performance. 
  • Global compliance: Non-compliance with regional security protocols increases the risk of hefty fines and puts your reputation at risk. Plivo’s SMS API adheres to security best practices, including 2FA, to help protect your communications.

Pros

  • High API call speed 
  • Reliable service and uptime 
  • Privacy Shield and GDPR compliance 
  • Support for any character set 
  • Easy to integrate with comprehensive documentation and sample codes
  • Server-side SDKs in all popular programming languages 
  • Ready-to-use templates to add functionalities
  • Usage-based pricing with additional volume discounts 

Cons 

  • A steep learning curve for new users 

Pricing 

Offers a pay-as-you-go pricing model 

Suitable for 

Most suitable for companies that need a scalable, customizable SMS API provider with extensive integration capabilities, security, and reliability

Reviews and ratings

G2: 4.5 stars ( 724 reviews) 

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2. Twilio 

Key features 

  • Supports MMS: You can drive two-way engagement with cross-channel messaging for MMS and more using a single API.  
  • Screen-sharing and live chat: Developers can add live chat and share screens. Plus, they can create their own custom video players. 
  • Personalized messages: You can customize messages for reminder notifications, delivery updates, and more. 

Pros

  • Easy integration 
  • Handles high volumes of messages 
  • High deliverability 

Cons 

  • A steep learning curve for new users 
  • It gets expensive with usage  

Pricing 

The SMS/MMS pricing differs for each country; go through Twilio’s official website for all pricing plans. 

Suitable for 

Companies across industries seeking a comprehensive, scalable, and programmable messaging solution. 

Reviews and ratings

G2: 4.2 stars (471 reviews) 

Note: Many reviewers on Quora highlight Twilio for its reliability and features. However, others report that Twilio can become costly with high usage and may have scalability issues. For those seeking a cost-effective and reliable messaging solution, Plivo is a top Twilio alternative

3. Messente 

Key features 

  • Message templates: Messente creates and uses message templates for different scenarios, such as transactional updates, promotional messages, or alerts. 
  • Schedule messages: You can schedule messages for future delivery and automate sending based on specific triggers or events. 

Pros

  • Easy to integrate
  • Solid customer support 
  • User-friendly interface 

Cons 

  • Expensive for bulk messages
  • There may be delays in sending SMS due to the reliability of network partners 

Pricing 

It starts at 0.01 €(0.011 $) per message. Reach out to their sales team for custom pricing. 

Suitable for 

Companies seeking a reliable global messaging solution with strong customer support. 

Reviews and ratings

G2: 5 stars (2 reviews) 

4. Telnyx 

Key features 

  • Automatic opt-outs: If a customer responds to their message with "stop," it'll automatically unsubscribe them from future communication. 
  • Message concatenation: The API automatically breaks content into different sentences if the message is too long for its destination. 
  • Intelligent text encoding: The Telnyx system automatically chooses the most compact encoding possible, minimizing the cost per send. 

Pros

  • 24/7 customer support 
  • Offers competitive pricing 
  • Scalable API 

Cons 

  • Lacks advanced features 
  • Not as reliable as other providers on this list

Pricing 

Starts at 0.004$ per message. Reach out to their sales team for custom pricing. 

Suitable for 

Companies on a modest budget seeking a comprehensive messaging solution. 

Reviews and ratings

G2:  4.7 stars (405 reviews) 

5. Bird 

Key features 

  • Multi-channel support: MessageBird supports channels like WhatsApp, SMS, chatbot, SIP Trunk, and Google Business Messages. 
  • Interactive SMS features: It supports interactive SMS features such as SMS surveys and polls, enabling more dynamic and engaging communication with recipients.

Pros

  • High-speed API calls for fast communications 
  • Provides clear, effective API documentation 
  • Carrier-level analytics 

Cons 

  • Gets expensive with usage 
  • API may take time to load 

Pricing 

Starts at $45 per month. Reach out to their sales team for custom pricing. 

Suitable for 

Companies seeking a messaging platform to engage customers and collect feedback through SMS. 

Reviews and ratings

G2: 4.1 stars (67 reviews)

Choosing the right bulk SMS API provider for your business needs

Choosing the best SMS API provider for your business is no easy task. Here’s a recap of what to look for as you evaluate possible SMS API partners.

1. Align API capabilities with business requirements

Choosing the right SMS API provider is a different process for every business. There’s no one-size-fits-all solution; however, Plivo’s customers appreciate its reliability, global reach, ease of use, responsive support, and competitive pricing.

2. Assess scalability and future growth

Select an SMS API provider that can grow with your business. Evaluate the API’s ability to handle increasing message volumes, geographic expansion, and evolving communication needs. Scalable APIs, like those offered by Plivo, support high-traffic demands and offer flexible pricing, ensuring they remain effective as your business scales and diversifies.

3. Ensure compliance and data security

Prioritize SMS APIs that adhere to regulatory standards with robust data security measures. Compliance with regulations such as TCPA, GDPR, and HIPAA is crucial for safeguarding user data and avoiding legal issues. 

Choose SMS APIs like Plivo with built-in security features and clear policies on data protection to maintain trust and ensure your messaging practices are secure and compliant. 

Plivo: The Best SMS API provider

Plivo stands out as the best SMS API provider for virtually any business due to its comprehensive features. Plivo users love the platform’s robust messaging capabilities, high deliverability and high reliability (up to 99.99% uptime SLAs), competitive pricing, and advanced analytics. Offering a user-friendly interface, Plivo can be integrated with multiple popular tools like Zapier. 

Want to figure out if Plivo's the right choice for your needs? Request a trial and see how it elevates your SMS strategy.

Aug 26, 2024
5 mins

Top 7 Cloud IVR Solutions in 2024: Ranked & Reviewed

Discover the top 7 cloud IVR solutions in 2024. Learn how businesses can improve customer service, reduce costs, and enhance call management with cloud-based IVR tools.

IVR

Business is booming for IVR systems — and this market segment is poised for even more growth. 

Fueled by the increasing adoption of cloud-based customer experience tools, the interactive voice response (IVR) system market is projected to reach $8.30 billion by 2030, with a steady growth rate of 6.31% from 2024 to 2030. 

Businesses of all sizes can utilize the benefits of IVR systems. Small to medium-sized companies can take advantage of IVR’s versatility and adaptability. For enterprises, these tools run 24/7, allowing customers to reach a business at any hour without incurring team overtime costs.

In this guide, we’ll discuss different cloud IVR solutions, how they compare with one another, key features to consider when choosing an IVR solution, and how to select the right one for your business.

What is IVR?

Interactive voice response (IVR) is an automated telephony system companies use to manage customer calls. It provides callers with a list of options to choose from using voice or by selecting a number on their phone’s dial pad. When a customer calls a business and hears a pre-recorded voice guiding them through options like "Press 1 for account information”—that's IVR in action. 

IVR menus lead customers through a series of prompts with one of two options as the end result: 

  1. Self-service resolution: If the query is straightforward, customers can solve their problems with pre-recorded self-service alternatives. For instance, if a customer wants to know their bank account balance, they can enter their account number followed by an OTP or PIN, and confirm their balance.
  2. Connect to an agent: If the query is complex or requires human assistance, the IVR system will automatically send the customer to the right agent. Similarly, if a transaction is disputed and the customer needs help, an advanced IVR system can identify the need for specialized assistance and direct the call to the right trained agent.

In both cases, IVR menus offer a range of benefits for customers and businesses alike. 

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What are the benefits of using IVR software?

Here are the top benefits to consider as you explore your options. 

1. Improve customer service with effective call handling

The best IVR systems are designed to enable customers to resolve their queries as often as possible. An IVR solution can easily direct customers to automated inbound customer service or a knowledge base, resulting in shorter waiting times and more satisfied customers. 

2. Save operational costs by automating routine questions

By automating routine calls, you free up your team’s time for more complex issues. Investing in IVR services pays dividends. At Plivo, we’ve seen companies substantially save operational costs by implementing IVR systems. It’s even possible to keep your workforce small and mighty by implementing an IVR system that intelligently routes callers based on specific criteria. 

3. Enhance call routing and management capabilities

IVR systems quickly connect your customers to the right department or agent, cutting down on hold times and getting them to the right person faster. Imagine a customer calling with a technical issue. Instead of being bounced around, they go straight to the tech team. It's efficient, less frustrating for the customer, and helps to solve problems faster.

4. Get insight into customer behavior and queries

IVR systems can collect data on what your customers are calling about, helping you spot patterns and trends that can guide your product or service’s future roadmaps. If many callers ask about the same issue, it shows that you need to focus on and fix that issue fast. 

5. Provide round-the-clock self-service support 

Having customer service representatives on duty around the clock is not the best idea (nor the most affordable one). IVR systems are accessible around the clock and effectively handle customer calls across numerous time zones, which helps businesses solve resource management difficulties. 

Key features to look for in an IVR solution

There are a few important factors to consider while selecting an IVR system for your business. 

  • Customizable call flows: A customizable call flow is a powerful tool for designing personalized IVR experiences for your callers. Create specific workflows and communication channels based on customer needs and preferences. 
  • Call routing and forwarding: The best IVR systems are well-equipped to handle intelligent call routing and forwarding. That means you can set up the IVR to route calls based on CRM data or other predefined values. 
  • Speech recognition and DTMF tones: IVR systems are designed to be convenient for both you and your customers. A dependable IVR system should have robust speech recognition and support for DTMF tones (the tones you hear when pressing phone keys). This way, customers can choose their menu option by speaking or pressing buttons, making the whole process intuitive and accessible for everyone. 
  • Extensive integration: An IVR tool should seamlessly integrate with all popular business systems, including payment processing, workforce management tools, customer relationship management systems, and more. This ensures that your IVR has all the necessary intel to perform operations. 
  • Analytics and reporting: Strong analytics and reporting features in your IVR system help you track call patterns and understand what your customers ask about. With this information, you can make data-driven decisions to improve your service and address any recurring issues.

The best 7 cloud IVR solutions at a glance

We’ve rounded up the best IVR services to help you choose the right platform for your needs. Read the table below for an overview of our top picks. 

**Cloud IVR solution** **G2 rating** **IVR available at the starting tier?** **Starting price ** **Ideal fit for ** Plivo 4.5 out of 5 Yes Pay for what you use Mid-market eCommerce, FinTech, baking, healthcare, B2C brands Twilio 4.2 out of 5 N/A Pay for what you use Mid-market eCommerce, FinTech, healthcare, B2C brands Talkdesk 4.4 out of 5 Yes $85 Mid-sized tech, banking, insurance, and finance businesses CallHippo 4.4 out of 5 No $18 Larger offices or smaller call centers Dialpad 4.2 out of 5 Yes $15 Small-to-medium sized call centers Genesys Cloud CX 4.3 out of 5 Yes $75 Large enterprises with complex needs. Nextiva 4.5 out of 5 N/A $18.95 Small-to-medium sized call centers

The 7 best cloud IVR solutions in 2024

Here’s a rundown of the best IVR systems in the market.

1. Plivo

G2 rating: 4.5 out of 5

Plivo’s standout IVR solution is packed with fully customizable features designed to deliver all the benefits listed in this guide. It offers features like callbacks to hold customers’ place in line and reply on their voice channel, stick routing to route repeat callers to the same agent to improve experience, and feedback to collect important CSAT scores after each call automatically. Plivo’s IVR is highly popular among businesses of all sizes because of its affordability and reliability. 

Key features 

  • Ease of use: Provides easy-to-use APIs and XML, making it easy to create custom IVR flows tailored to meet your business needs.
  • Fully customizable: Create multi-level IVR menus tailored to your business. Design custom greetings, prompts, and messages using either pre-recorded audio or text-to-speech.
  • Intelligent call routing: Advanced call routing options ensure that calls are directed to the most appropriate agent or department based on predefined criteria such as caller input, agent skills, or business hours.
  • Outbound IVR support: In addition to using IVR for inbound calls, you can set up custom menus for outbound use cases such as voting and surveys.
  • Global reach: Get stable connections in more than 220 countries and territories.
  • Developer-friendly: Access comprehensive documentation and a helpdesk for developers.
  • Reporting and analytics tools: Get insights into call patterns, customer interactions, and system performance. 
  • Scalability: Easily adjusts to the needs of your business; suits growing companies perfectly.

Is Plivo right for your business?

If you are looking for a cost-effective but scalable communication solution with a user-friendly interface and robust API capability, then Plivo may be the perfect IVR system for you. It is particularly helpful for businesses that are dependable on voice and/or SMS services globally. 

Plivo pricing

Generally, Plivo's pricing is considered competitive compared to other players in the market. Please refer to the official website for more details about our pricing.

2. Twilio 

G2 rating: 4.2 out of 5 

Twilio is known for its flexibility and rich developer tools, thus becoming a favorite business option for firms that require customized communication solutions. The company’s strong global presence and reliable infrastructure ensure high service availability. 

Key features 

  • Customizable call flow: Build and modify call flows using the drag-and-drop interface in Twilio Studio. 
  • Call routing: Automatically route callers to the appropriate department or escalate to live agents with context collected by the IVR. 
  • Extensive API library: Supports diverse communication tasks.
  • Global reach: Get stable connections in more than 180 countries.
  • Developer-friendly: Access comprehensive documentation and a helpdesk for developers.
  • Scalable: It can grow as your company grows.

Is Twilio right for your business?

Twilio is well-suited for businesses that want customizable and scalable communication systems. For instance, it would be ideal for companies with strong development teams to utilize its many API options.

Twilio pricing

3. Talkdesk

G2 ratings: 4.4 out of 5

Talkdesk is popular because of its friendly user interface and reliable customer support.  

Key features 

  • Multi-level IVR: Set up multiple customizable menus, levels, and prompts.
  • Customizable call routing: Multiple routing options are available.
  • AI-powered tools: Use functions like predictive dialing and speech analytics.
  • Seamless integrations: Integrates well with popular CRM software like Salesforce.  

Is Talkdesk right for your business?

If you need a reliable, easy-to-use call center solution with advanced AI features and seamless CRM integration, Talkdesk could be a good match for your business.

Talkdesk pricing

4. CallHippo

G2 rating: 4.4 out of 5 

CallHippo is loved for its cheap cost and ease of use. This IVR is a great option for small to medium businesses that need a straightforward, functional solution.

Key features 

  • Multi-level IVR menus: Create multi-level IVR menus to route calls intelligently based on predefined criteria.
  • Customizable IVR menu: Customize call flow based on your needs.
  • Call routing: Automate call distribution using smart call routing based on various parameters.
  • Analytics tools: Get detailed insights into call data, performance metrics, and agent productivity. 
  • Integrations: Integrates well with popular third-party tools like Zapier, Pipedrive, and HubSpot.

Is CallHippo right for your business?

If you are a small or medium-sized business looking for an inexpensive, easy-to-install IVR solution, CallHippo may be your best bet.

CallHippo pricing

5. Dialpad

G2 rating: 4.2 out of 5 

Dialpad is on this list for its advanced VoIP features and seamless integration with Google Workspace and Microsoft Office 365. It's ideal for businesses looking for a modern, cloud-based communication solution.

Key features 

  • Easy setup and customization: Create and customize call flows easily using their online dashboard.
  • Call routing and forwarding: Set up call forwarding to multiple numbers.
  • Analytics tools: Get real-time tracking of important metrics.
  • Integrations: Integrates with popular tools like Salesforce, Zendesk, Google Workspace, HubSpot, and Microsoft Teams.

Is Dialpad right for your business?

Dialpad is perfect for businesses that need advanced VoIP features and strong integrations with other business tools. It’s beneficial for remote teams.

Dialpad pricing

6. Genesys Cloud CX

G2 rating: 4.3 out of 5

Genesys Cloud CX is an AI-powered contact center platform that enhances customer and employee experiences. It features easy-to-use tools like drag-and-drop flow building, omnichannel bot support, and advanced speech recognition, making it ideal for businesses needing a scalable and versatile IVR solution.

Key features 

  • Drag-and-drop flow builder: Create multilevel IVR interaction flows and menus using a simple drag-and-drop interface.
  • Omnichannel bot support: Design and manage self-service flows in one app, making them available on voice, web, SMS, or messaging channels with full context.
  • Speech enablement: Automatic speech recognition for menus or integration with native and third-party natural language understanding (NLU) for improved accuracy.
  • Customer identification and personalized routing: Identify customers and verify their identity during self-service.
  • Open APIs: Use public APIs to better manage and configure call flows, audio prompts, and other data.
  • Visual and adaptive IVR: Provide intuitive touchscreen navigation for customers and build self-service applications that adapt to real-time customer journeys across channels.

Is Genesys Cloud CX right for your business?

Genesys Cloud CX is ideal for businesses seeking a comprehensive, scalable, and AI-powered IVR solution. The platform’s extensive integration capabilities and omnichannel support make it a versatile choice for companies across various industries, from healthcare to retail.

Genesys Cloud CX pricing

7. Nextiva 

G2 rating: 4.5 out of 5

Nextiva is a unified, AI-powered customer experience platform. As part of its contact center solution, it offers both a basic IVR and an advanced IVR. What makes Nextiva stand out from other IVR services is its AI-powered tools, which enable customers to speak in their natural language, state their requests, and get help instead of relying on a long list of IVR menus. 

Key features 

  • Conversational AI: Offers open-ended prompts, automates routing intelligently, queues callback, and more. 
  • Speech recognition and text-to-speech: Integrates with advanced speech technologies to offer voice commands and text-to-speech capabilities
  • Customizable call flows: A web-based portal offers pre-built templates and drag-and-drop functionality for easily creating and managing call flows. 
  • Virtual agents: Automate routine interactions using AI-powered virtual agents, freeing up human agents for more complex tasks.
  • Integrations: Seamlessly connects with CRM systems, databases, and other tools.
  • Analytics tools: Provides comprehensive analytics on call interactions.

Is Nextiva right for your business?

Nextiva is an excellent choice for businesses seeking a robust, scalable IVR solution. Its advanced call routing, integration capabilities, and AI-powered features suit companies of all sizes. 

Nextiva pricing

Get started with Plivo today

The right IVR solution is different for every business. Start by understanding your business’s needs and goals, listing specific must-have and nice-to-have features like customization, global presence, and customer support.  

Think Plivo might be the right IVR solution for your needs? Get started with Plivo.

Aug 26, 2024
5 mins

A Product Manager and Engineer's Guide to OTP Implementation

Learn how to implement OTPs to enhance the security of your network and your user accounts.

OTP

According to a 2022 report by IBM, data breach costs reached an average of $4.35 million, a 3% increase over the previous year. Yet, despite the increasing frequency and severity of data breaches, a significant number of companies still fail to implement common-sense security measures. 

According to a 2023 survey by the Ponemon Institute, 64% of organizations have not fully implemented multi-factor authentication (MFA) across their systems and applications. This statistic is particularly alarming given that research shows MFA can prevent more than 99.9% of account compromise attacks 

One-time passwords (OTPs) play an integral role in MFA, 2FA, and basic account security. OTPs are a simple, yet effective way to  protect sensitive information and ensure secure transactions. 

This guide provides an in-depth look at OTPs and equips product managers and engineers to implement and leverage security measures that protect users and technology platforms.

What does OTP stand for?

A one-time password, or OTP, refers to unique codes generated for use in only one login session or transaction. 

OTP systems generate temporary passwords for authentication. These passwords are usually a series of numbers, such as “123456”. Their validity expires after a single use. These passwords are auto-generated by a trigger and sent to the user via email, voice call, WhatsApp,or SMS.

Why are OTPs better than static password generation?

Unfortunately, it’s common for someone to use the same static password (such as 123456) for ten different accounts. However, this practice leaves all ten accounts vulnerable to breaches. Poor passwords are the root cause of 81% of company breaches; 27% of hackers get in by guessing unoriginal and predictable passwords. Stolen and reused credentials cause 86% of hacking incidents. 

OTP generation is instant and has only a single-time-use validity. Hackers can’t steal, guess, or reuse an OTP. When used in combination with one or more other login factors, OTPs are extremely effective in securing user accounts. 

How do one-time passwords work?

OTP systems rely on “shared secrets” between the user's device (typically a smartphone app or hardware token) and the authentication server. A shared secret is a unique key that is known only to the user's device and the authentication server. It's typically generated during the initial setup of the OTP system. 

When someone attempts to access an app or account that uses OTP authentication, the network server's protocol generates a series of characters or numbers (the shared secret) using OTP hash algorithms. A device or an authenticator app will send these single-use codes. 

OTPs come in three main forms:

  1. Time-synchronized OTPs: A hardware device or two-factor authenticator apps, such as Google Authenticator or Microsoft Authenticator, syncs the OTP device's clock  with the authentication server's clock. Both generate a current-time-dependent OTP that gets hashed to create another unique numerical OTP. It uses a Unix timestamp to ensure universal time coordination, avoiding time zone issues.
  2. Lockstep-synchronized OTPs: The HMAC-based one-time password (HOTP) method generates an OTP based on a previous OTP, using the older seed code to create a new seed code and hash chain. It’s hard to reverse-engineer and, hence, more secure against hacking. The OTP tool generates random, non-repeating passwords that prevent pattern recognition.
  3. Transmission-based OTPs: This is the most common and well-known form of OTP implementation. Every OTP generates a new password and sends it to the end user via SMS, WhatsApp, email, or even voice call. It is also the easiest to implement for developers since an authentication server simply generates a random password and sends it to the user.

What are 2FA and OTP? How are they different?

Two-factor authentication (2FA) is a type of multifactor authentication system that requires two different types of verification before granting access to an account. These verification types are either:

  1. Something you know, such as a password or PIN.
  2. Something you have, such as a device like a mobile phone.

The idea behind 2FA is that a user's account remains secure even if the first factor (a static password) is compromised since the second factor remains intact.

OTPs are specific passwordless authentication tools within a 2FA system that provide an extra layer of security. The second factor isn;t always an OTP; it can be other passwordless authentication methods, such as biometric verification or hardware tokens.

How to implement OTP

Before outlining how to implement OTPs, it’s important to understand the mechanism behind OTP generation and verification.

Understanding OTP generation and verification

OTP systems integrate a PIN using a microprocessor-based smartcard, a token. These tokens generate numeric or alphanumeric codes that make the OTP authentication effective. The HMAC algorithms work with a variable parameter to generate these OTPs, such as time-based OTPs (TOTPs) and event-based OTPs.

Note: If you use TOTPs, a user who seeks access gets time-stamped OTP values that expire after a few seconds or minutes. The security token in the smart card uses the exact algorithm for verification and helps prevent replay attacks.

Implement OTPs in 4 steps with Plivo

Plivo’s Verify API enables you to start sending OTP verifications in under five minutes. Simply follow these steps to get started.  

  • Step 1: Sign up with Plivo using your business email address.
  • Step 2: Set up an application in the Plivo console and get your API key and token to send and validate code.
  • Step 3: Verify the accessibility to the phone numbers you want to use to send verification codes.
  • Step 4: Install the required libraries into your development environment to use the Plivo API. Get the Plivo Software Development Kit (SDK) for your selected language: Python, Ruby, JavaScript, and other languages are all compatible with Plivo.

To summarize, create a Plivo account with an application. Define the right parameters, such as session expiry, log in attempts, length of OTP, etc. Get a library/module/SDK available in different programming languages from Plivo to make or direct HTTP requests to Plivo’s API.

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Plivo protects your system from unauthorized access

Pilvo’s off-the-shelf solution makes it easy to go live in just one sprint. With built-in, complementary Fraud Shield and pre-registered sender IDs, Plivo’s Verify API handles security and compliance in one streamlined experience. 

We manage the entire end-to-end process, from number procurement and sender ID and template registration to OTP generation, storage, and validation. Plivo boasts the market’s highest OTP conversion rates (95%) as well as the lowest cost per conversion. Our users do not pay monthly phone number rental fees, nor do they pay any extra fees for fraud control or verification. 

[Learn more: Verify API - SMS and Voice OTP Verification]  

3 Key benefits of one-time passwords

Enhanced security through unique, temporary codes

Algorithms generating OTP codes guarantee uniqueness; users can use each code only once. Users receive OTPs through email or text messages on their phone number, which only they can access and enter to verify their identities. The process prevents hackers from accessing user data for phishing, password sniffing, brute force attacks, and man-in-the-middle attacks.

Reduction in stolen passwords and password sharing

OTP authentication effectively mitigates common bad security habits, such as password reuse, weak passwords, and credential sharing. Since users can only use OTP once, it reduces the risk of stolen and reused login information. OTPs also prevent replay attacks by thwarting hackers who try to intercept and reuse valid data transmissions. 

A frictionless user experience

The simplicity of use associated with OTPs hits the right balance between security and a great user experience. Customers can receive their code using their method of choice and type it in to complete the login process. In turn, IT administrators spend less time on password queries since OTPs automate password management.

5 best practices to implement one-time password authentication

As you implement a one-time passcode solution, keep these tips in mind. 

  1. Combine OTPs with 2FA and MFA: Integrate OTPs with other authentication mechanisms, such as biometrics or smart cards, for more secure user access.
  2. Use cryptographically secure generators: Cryptographically secure random generators will send a new random OTP each time. No attacker can guess the new OTP by studying previous OTPs. 
  3. Provide backup options: Implement secure fallback mechanisms, such as backup codes or alternative authentication methods for users who cannot access their OTPs.
  4. Limit OTP length: Balance security and user convenience by keeping OTPs six to eight digits long.
  5. Regularly update systems: Review OTP systems to address new security threats and vulnerabilities.

How Plivo helps with OTP implementation

With its API, Plivo’s cloud-based communications platform can send codes to your customers worldwide.  Automate sending and receiving SMS and voice OTP via over 1,600 carriers in 220+ countries and territories.

Here’s why Plivo stands out from other SMS OTP service providers.

  • High deliverability: We assure high delivery with our simulated handsets as test nodes and genuine phone numbers from regional carriers. The test nodes' responses enable our dynamic routing engine to route messages around delays to ensure deliverability.
  • Turnkey single-API solution: Simply integrate with Plivo using a single API to get started in five minutes or less. 
  • Multichannel support: Plivo users can send OTPs using SMS, voice, and WhatsApp, with email and RCS messaging coming soon. 
  • Carrier-specific routes: We employ intelligent routing to find ideal routes and phone numbers and ensure high deliverability. We also check sender ID and template compliance to avoid carrier failures. 
  • Built-in fraud control: Plivo's Fraud Shield helps prevent and respond to potential cases of SMS pumping fraud. Set thresholds for different countries, determine your alert preferences, and curb fraud-related expenses with this free tool. 
  • Support: Our premium service includes round-the-clock assistance, detailed documentation, seven worldwide points of presence, and 99.99% uptime SLAs.
  • No additional costs: Plivo offers simple pricing options that allow you to pay only for the resources you utilize. No fees are associated with authentication, regulatory compliance, fraud protection, or SMS verification. Get Volume Pricing to determine if an annual agreement is the right solution for you.
  • Best-in-class documentation: Our comprehensive documentation will address most of your questions and help you get started quickly.

Join thousands of businesses in over 220 countries and territories that use Plivo to simplify customer communications.

Request a trial to see how we can help you send your first one-time passcode.

Aug 26, 2024
5 mins

6 Reasons Why Businesses Love Plivo’s Verify API

Discover why businesses love Plivo’s Verify API: top fraud protection, seamless 2FA/MFA integration, and cost-effective solutions for OTP verification.

Verify API

Plivo’s Verify API is a turnkey solution designed to make it easy to send one-time passcodes to your users. Market leaders in finance, tech, and healthcare have all come to rely on Plivo’s Verify API — and it’s easy to see why. 

Plivo’s Verify API simplifies the implementation of two-factor authentication (2FA) and multifactor authentication (MFA) and offers a seamless user experience through SMS and voice OTP verification. With features designed to prevent fraud and boost conversion rates, Plivo's Verify API stands out as a comprehensive tool that meets the diverse needs of businesses in virtually every industry. 

Read on for six compelling reasons why companies of all sizes have embraced Plivo's Verify API as their go-to solution for user verification.

Best-in-class, built-in fraud protection

SMS pumping fraud is a growing problem. A recent study estimated that SMS OTP fraud made up around 5% of all SMS traffic — and that percentage is only increasing. 

Many verification platforms will charge extra for fraud protection. For instance, Twilio’s Fraud Guard starts at $2,500 for 100,000 SMS sent. Telesign Verify Plus will cost your business around $1,500 for 10,000 new customers. Plivo’s Fraud Shield is free — and comes built into Plivo’s Verify API. 

Plivo Fraud Shield is an AI-driven model that automatically detects and blocks fraudulent messages. With geo permissions and automatic responses to signs of fraud, it can prevent SMS pumping from eroding your budget. Fraud Shield’s settings allow you to customize how your system responds to signs of fraud and automate alerts to quickly take action in case of a breach. 

Geo permissions give you control over the countries to which your SMS traffic is sent. That means we’ll block any messages intended for countries not on your approved destination list free of charge. Head to our Verify landing page to see how much you could save by implementing geo permissions and switching to Verify. 

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The lowest costs per verification

Plivo’s pricing is designed to help businesses get the best value from their OTP solution. That’s why only messaging (SMS/ WhatsApp) or voice costs apply — verification is free. 

What does that mean for your business? Other verification solutions charge an additional fee when a user completes the one-time password completion process. That means your business pays twice: first to send the code and again when the customer uses the code. 

Plivo doesn’t charge you again when the customer submits their code. Nor do we charge for Fraud Shield. As the chart below demonstrates, Plivo is the most affordable solution compared to our competitors. 

Plus, save even more: 

  • Plivo’s Verify API helps bypass the number/sender ID registration and template whitelisting process, reducing your overhead costs. 
  • Verify API uses Plivo’s pre-approved phone numbers, meaning you don’t have to spend extra on monthly phone number rental fees. This can result in thousands of dollars in savings annually. 
  • Volume discounts are also available for enterprise-level messaging needs. 

Highest OTP conversion rates 

Plivo Verify users can leverage our solution’s 95% conversion rate across multiple channels. Plivo Verify can send OTPs via WhatsApp, SMS, and voice, with email and RCS messaging coming soon. That means your customers can choose their preferred method for receiving an OTP, guaranteeing a higher likelihood of conversion. 

On the technical side, Plivo offers specialized routes from carriers that are not available via our SMS and Voice APIs. This intelligent routing system identifies the best routes and number types for conversions. We also deliver automatic load balancing and route traffic to another carrier in case of a carrier failure.

Fast, painless implementation

Plivo’s Verify API is designed to “go live in one sprint.” We manage the entire end-to-end process, from number procurement and sender ID and template registration to OTP generation, storage, and validation. With our developer-first APIs and sample code, companies can slash implementation time by 90%.

Go live in just five minutes and send OTPs to users in 220+ countries and territories. 

Compliance made easy

Plivo takes compliance seriously. We are HIPAA compliant and have earned ISO 27001:2022, SOC 2 Type 2, and PCI DSS certifications. Plivo’s Verify API helps users bypass regulatory paperwork and go live instantly using pre-registered sender IDs (for example, PLVRFY or PLVSMS). Plus, Plivo Verify users can access pre-vetted templates to ensure spam blockers do not filter out messages. 

World-class support 

There’s a reason why Plivo is rated #1 in customer satisfaction on G2 with a score of 99/100. Plivo offers superior support, with white-glove onboarding featuring personalized live sessions led by experienced solutions engineers. Our support team can offer expert advice on industry best practices and compliance and prioritized issue resolution with 24/7 premium support.

Get started with Plivo Verify

Plivo Verify is a flexible, scalable solution that provides the best value to businesses seeking to improve their security with OTPs. Built-in Fraud Shield and low costs make our turnkey solution accessible for companies of all sizes. Plus, developer-friendly support documentation and fast, easy implementation mean you can start sending OTPs to your customers in just five minutes. 

Learn more about Plivo Verify by requesting a free trial.

Aug 26, 2024
5 mins

Buy or Build? How to Get Started with New User Verification

Deciding whether to build or buy a new user verification system? Explore the pros, cons, and key factors to secure your business effectively

Fraud Prevention

New user verification is an integral part of security for e-commerce, entertainment, and technology companies alike. Data from the Federal Trade Commission shows that total fraud and identity theft cases have nearly tripled over the last decade. New user verification solutions aim to combat these crimes by confirming the identity of a new user during the registration or onboarding phase of a service or platform. 

The decision to build or buy a user verification system isn’t always straightforward. Technical resources, cost, and scalability are just a few factors that can help your business choose to buy an out-of-the-box verification API or create a custom solution in-house. Keep these pros and cons in mind as you weigh your options.

Build vs. buy: understanding your options

Before we discuss the pros and cons of each path forward, let’s first understand what the new user verification process entails. 

New user verification is when a customer registers for a new account or service, and the business requests personal information such as the customer’s name, birthdate, and address. The company then verifies the accuracy of this information, which might involve simple steps like confirming the customer’s email or phone number through a one-time passcode. 

For more sensitive transactions, such as opening a bank account, applying for a loan, or transferring large amounts of money, businesses might cross-check the provided details against various databases to ensure they align with existing records. Some companies use biometric verification in addition to one-time passcodes, such as fingerprints or facial features. 

Throughout the identity verification process, companies must balance robust fraud prevention with minimizing customer disruptions. Your business must verify new users efficiently so the customer experience is not interrupted. It’s a tricky balance, but it's an important one to get right. 

With this in mind, let’s examine some of the key factors that can influence your customer experience and fraud protection results, whether you build or buy your new user verification solution. 

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Fraud protection

Of course, fraud protection is the number one reason for implementing new user verification. Building an in-house solution means you have full control over your system’s fraud protection features. However, it takes significant resources to combat the new and growing threat of SMS pumping fraud. 

An API like Plivo’s Verify includes built-in fraud protection for free. Fraud Shield is an AI-driven model that automatically detects and blocks fraudulent messages. Automatic message thresholds and geo permissions make it easy to customize your company’s fraud defense with little to no developer resources. 

“Plivo’s no-cost, built-in Fraud Shield solution has lowered costs and boosted ROI, all while allowing us to focus on growth instead of constantly monitoring for signs of SMS pumping fraud,” said a prominent global technology platform, one of Plivo’s clients.

Assess your readiness to build your own fraud protection features by answering these questions: 

  • Does your team have the expertise required to build a robust system? Do your developers have specialized knowledge in security and authentication protocols?
  • Are you prepared to stay current with changing security regulations and specific industry standards? 
  • Is your company equipped to handle sensitive user data in-house? What are the risks of trusting a third-party provider?

Cost per verification and ROI

The next biggest factor to consider is your budget. The budget for building an in-house verification solution will vary significantly based on the complexity of the system, the size of your user base, and the level of security required. 

There is a wide range of costs to consider when building a solution in-house: personnel costs, such as salaries; infrastructure costs; development and testing costs; and maintenance and compliance ongoing expenses. Ultimately, it helps to calculate two metrics in order to compare the upfront investment of building your own solution to the ongoing cost of an off-the-shelf solution. Calculate your Total Cost of Ownership (TCO) and your cost per verification. 

TCO is the full cost of building and maintaining an in-house solution versus purchasing from a vendor. Cost per verification considers the total price of verifying new users. 

Plivo offers the lowest cost per verification among turnkey solutions on the market today. Plivo Verify charges nothing for both Fraud Shield and OTP verification services. Plivo users only pay SMS, voice, or WhatsApp charges. Plus, Verify API uses Plivo’s pre-approved phone numbers, meaning customers do not pay monthly phone number rental fees. 

Verification methods

There are many ways to verify new users, some more complicated than others. Even within categories, there are multiple channels to consider. For instance, Plivo offers one-time passcodes delivered via voice, SMS, and WhatsApp - with RCS and email coming soon. 

New user verification needs to be lightweight, functional, and user-friendly for your customers. Bugs or downtime can frustrate new users and prevent them from completing account sign-ups. When weighing your options, consider your technical needs. 

Answering these questions can help: 

  • How well would a third-party solution integrate with your existing systems? 
  • What verification methods do potential new users prefer?
  • Do you need a highly customized solution to meet specific industry requirements? 
  • Is your solution scalable and capable of handling increasing volumes of users without compromising performance?

Scalability

Do you need a solution that can grow with your business? Plivo’s turnkey solution is designed to verify users in 220+ countries and territories within five minutes. That type of global reach is tough to match with an in-house solution. Plus, there are development costs that hit your bottom line each time you need to scale your system to reach new users. 

Ease-of-use

Plivo’s Verify API is designed to “go live in one sprint.” Developer-first APIs and sample code can slash implementation time by 90%. 

This ease of use provides a great experience for your team—and your customers, too. Plivo Verify boasts a 95% conversion rate across multiple authentication channels. This high rate demonstrates that customers are reliably receiving and sending one-time passcodes to verify their identities. 

Consider how the verification process will impact your user onboarding and retention. Determine if you need the ability to quickly adapt the verification process to user preferences or new technologies. A third-party solution is often more flexible and frictionless than an in-house solution. 

Compliance

Finally, determine what compliance hurdles your new user verification solution needs to overcome to go to market. Depending on your industry, your user verification solution may need to be HIPAA, PCI DSS, or GDPR compliant. This adds a layer of complexity to the development process as well as a new level of risk for your company to consider. 

Plivo is ISO 27001:2022, SOC 2 Type 2, and PCI DSS certification, as well as HIPAA compliant. We help our customers bypass regulatory paperwork and go live instantly using pre-registered sender IDs (e.g., PLVRFY, PLVSMS). Plus, Plivo Verify users can access pre-vetted templates to ensure messages are not filtered out by spam blockers. 

Which option is right for your business? 

There’s no single best new user verification solution for every business. Some companies will choose to invest the time and resources to develop and maintain an in-house platform. Others can turn to Plivo to get best-in-class fraud protection, easy implementation, and low-cost verification in one seamless API. Learn more about Plivo Verify and request a free trial to get started. 

Aug 26, 2024
5 mins

Keeping Your Data Safe: Our Ongoing Commitment to Security

PCI certification: Plivo renews PCI DSS compliance certification, which means your payments to Plivo are secured and protected.

Compliance
Security

At Plivo, security is more than just a checkbox — it's at the core of our operations and our commitment to you. That’s why we're excited to announce that we've upgraded our Payment Card Industry Data Security Standard (PCI DSS) certification from version 3.2.1 to the more advanced PCI DSS 4.0. 

Plivo Earns PCI DSS 4.0 Certification

Plivo Cloud has achieved PCI DSS 4.0 certification, the most recent update to the requirements. This accomplishment reinforces our commitment to compliance and data security, giving you even greater confidence in our services.

Understanding PCI DSS: The Gold Standard in Data Security

The PCI DSS is a rigorous set of requirements designed to ensure that any company that processes, stores, or transmits credit card information maintains a secure environment. This certification is crucial for any organization that processes payments. 

With PCI DSS 4.0, Plivo meets industry-standard controls and requirements using:

  • Firewalls and antivirus software: We implement essential tools for protecting against unauthorized access and threats.
  • Data encryption: We safeguard your information by encrypting data during transmission using TLS 1.2+ and securing it at rest with AES-256 encryption.
  • Passwords and multifactor authentication: We enforce strict access controls to ensure that only authorized personnel can access sensitive information.
  • Roles and responsibilities: We clearly delineate responsibilities to maintain compliance and security at every level of the organization.

These requirements are regulated by the PCI Security Standards Council (PCI SSC), a consortium of major credit card brands like Visa, Mastercard, American Express, and Discover. 

Plivo’s PCI DSS Certification: What It Means for You

Plivo is proud to hold a PCI DSS Level 1 certification, which applies to organizations that annually process more than six million credit or debit card transactions. Achieving and maintaining this certification involves rigorous annual audits by authorized PCI auditors and regular scans by approved scanning vendors to ensure ongoing compliance.

 A third-party, cloud-based payment platform handles our transactions to reduce Plivo’s exposure to direct payment data, yet our PCI DSS compliance remains essential. This certification aims to reassure you that Plivo’s platform provides the necessary infrastructure to protect your data.

PCI DSS Compliance: A Shared Responsibility

While Plivo takes extensive measures to secure your data—such as encrypting data in transit and at rest, and redacting sensitive details in logs—it's important to remember that PCI DSS compliance is a shared responsibility. As our customer, you play a critical role in maintaining the security of your data. This includes:

  • Secure authentication credentials: Ensure that your login details and API keys are protected and not shared.
  • Use the Plivo console securely: Follow best practices for secure access and use of our console.
  • Ensuring compliance in your applications: Make sure that the instructions your applications send to Plivo adhere to PCI DSS requirements.

This partnership approach is vital to keeping the platform secure for everyone involved.

Beyond Compliance: The Plivo Promise

Our upgrade to PCI DSS 4.0 is just one aspect of our broader commitment to data security. For large enterprises, this level of compliance is part of a comprehensive suite of security measures we offer. From robust internal controls to continuous monitoring and threat assessments, we go beyond what's required to provide a platform you can trust.

If your organization needs a reliable partner to securely handle payment data communications, we invite you to explore what Plivo can offer. Reach out to our sales team to learn more about how our enterprise solutions can meet your security needs.

Your security is, and always will be, our top priority. We deeply appreciate your trust in Plivo, and we’re committed to continually enhancing our platform to protect your data.

Aug 26, 2024
5 mins

Elevate Contact Center Quality Assurance Using AI and Plivo’s Voice API

Discover how integrating Plivo’s Audio Stream with AI transcription and sentiment analysis improves call quality monitoring and enhances customer interactions.

Audio Stream

In today's competitive market, high-quality customer interactions are essential for maintaining service standards. By integrating Plivo’s audio stream with AI-driven transcription and sentiment analysis, you can improve call quality monitoring. This blog showcases how you can utilize existing technologies to maintain exceptional customer experiences and service standards.

Why Call Quality Assurance Matters

For businesses that rely on live phone conversations, such as call centers and sales teams, monitoring call quality is essential. Identifying trends, analyzing sentiment, and pinpointing areas for improvement help evaluate agent performance, boost customer satisfaction, and drive business growth. However, traditional call quality analysis methods can be time-consuming and resource-intensive.

Integrating Plivo’s Audio Stream with AI-driven service

Plivo’s application offers a streamlined approach to call quality analysis by utilizing its audio stream capability. This feature, combined with AI-driven services for real-time transcription and sentiment analysis, automates significant aspects of the process. However, it is important to note that audio streaming alone does not encompass the entire call quality assurance, and should be integrated into a wider quality control framework.

For demonstration purposes, we will reference Amazon Transcribe and Amazon Comprehend to showcase the application’s capabilities, though any compatible AI service can be used.

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How It Works

Plivo’s application initiates a WebSocket for real-time audio streaming and transcription. Here’s a step-by-step overview of the process:

  1. Initiate a Call: A participant calls a phone number managed by Plivo.
  2. Route the Call: The call is routed to the recipient through Plivo’s WebSocket, capturing the audio stream for transcription.
  3. Transcription: The captured audio is transcribed in real-time by the selected transcription service.
  4. Sentiment Analysis: Transcripts are sent to an AI-driven sentiment analysis service to gauge the emotional tone of the conversation.

Getting Started with Plivo’s Voice API

To deploy this solution, follow these steps:

  1. Sign Up with Plivo: Create an account and procure a phone number via the API or console.
  2. Set Up Your Application: Associate the number with an application that initiates calls and establishes audio streaming over the WebSocket. Use the sample code below as a reference:
<Response>
<Stream bidirectional="false" audioTrack="both" contentType="audio/x-l16;rate=16000">wss://your_websocket_url/</Stream>
<Dial>
<Number>{Agent's SIP phone endpoint address}</Number>
</Dial>
</Response>

  1. Integrate with AI Services: Follow Plivo’s audio stream integration guide on GitHub to set up your chosen transcription and sentiment analysis tools.
  2. Test Your Setup: Dial the configured phone number to trigger the call, establish the audio stream, and observe the transcription and sentiment analysis in action.

Why Choose Plivo?

Plivo’s Voice API and audio streaming features are designed for flexibility and efficiency, making it easy to integrate with any AI-driven transcription and sentiment analysis services. This versatility ensures that you can customize the solution to fit your specific needs, enhancing your contact center’s quality assurance processes with advanced automation.

By leveraging Plivo’s application, you can automate call quality analysis, providing valuable insights that help improve agent performance and customer satisfaction. Get started today and take your contact center to the next level with Plivo’s powerful integration capabilities. For more details, explore our developer resources and start optimizing your customer interactions now. Happy analyzing!

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