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AI Voice Agents - The Complete Guide to Voice Chat (2025)

Nov 23, 2025
7 mins

Learn everything about an AI voice agents, its benefits, implementation tips, and the AI voice chat applications for business success.

Longer wait times, high call volumes, and language barriers in call centers often frustrate customers. Complex interactive voice response (IVR) menus only add to the problem, leading to customer dissatisfaction. That’s why companies are adopting smarter self-service solutions like artificial intelligence (AI) voice agents. In fact, experts predict the voice bot market will reach $98.2 billion by 2027, showing a clear trend toward smarter solutions to improving customer experience.

AI voice agents technology combines Natural Language Processing (NLP), machine learning, and voice recognition to transform customer interactions. It provides quicker, more efficient service and improves the overall customer experience.

In this guide, we'll explore what AI voice agents are, their key features, practical use cases, and tips on how to implement a voice agent in your business.

What is an AI voice agent?

An AI voice agent is a two-way conversational tool that communicates with the customer. It automates inbound and outbound calls without human intervention and transfers calls to a human agent when needed.

The biggest advantage? Callers can navigate an IVR by speaking naturally, without listening to long, complex menus or pressing numbers on a keypad.

Popular AI voice agent examples include Apple's Siri, Google Assistant, and Amazon's Alexa. These tools simplify interactions, provide instant answers, and automate tasks. In contrast, advanced bots like IBM’s Watson Assistant and Microsoft’s Cortana handle customer support, sales inquiries, and internal communications.

Types of AI voice agents

Here’s a breakdown of the four main types of AI voice agents and how they can benefit your business:

Rule-based AI voice agent

Rule-based voice agent use predefined sets of questions and rules to offer answers or perform tasks. Such voice agents handle routine tasks and customer FAQs. They answer all queries that fall under the if-this-then-that logic.

For example, an e-commerce site using a bot to guide customers in checking their order status or a banking site handling routine inquiries like balance checks, bill payments, transaction histories, etc.

AI-assisted voice agent

AI-assisted voice agents use machine learning and natural language to interpret conversations so they can analyze the context and grasp what the speaker means. This makes them far more capable and user-friendly than the conventional, rule-based voice agents.

Let’s suppose a user asks Alexa, 'What's the weather tomorrow?' and then follows up with, 'How about next week?' it remembers the context. This adaptability means customers don’t have to repeat themselves, creating a more contextual customer experience.

Conversational AI voice agent

Conversational voice agents make conversations using natural language. They’re more nuanced than AI-assisted voice agents as they can handle complex conversations using everyday language to create more personalized interactions.

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Google Duplex, and IBM Watson Assistant, are examples of conversational voice agents. They can make phone calls, make reservations, and handle natural conversations with a human-like tone.

Voice-activated voice agent

These bots use voice commands to answer practical questions and perform routine tasks. They are more flexible than personal voice agents that adapt to speakers and perform customized tasks.

Such bots serve as digital assistants to AI-assisted bots like Siri.

How does an AI voice agent improve customer engagement?

A customer calling your sales team wants to feel valued and understood. An AI voice agent does that. It puts the customer at the center, creating a better experience and driving business benefits as a result. Let’s understand it with a few use cases. 

Use case: Get a quick update on order status, 24/7

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Assuming the AI voice agent is integrated into your CRM, it greets the customer by name. Instead of navigating through a branched IVR to get their order status, the customer can simply say ‘order status’ and the voice bot pulls out the order details from the CRM and gives the user a real-time update within seconds.

Sheraz Ali, the Founder of HARO Links Builder states that their voice agent managed over 30% of customer interactions in one of their company projects and drastically reduced wait times.

“It also improved our response efficiency and led to a 20% increase in customer satisfaction scores and a reduction in operational costs within three months.” 

Benefits:

  • Decreased waiting time.
  • Limited IVR menu navigation.
  • No human intervention is required.
  • Quick response times.
  • Reduced business costs.
  • Tangible increase in customer satisfaction.

Use case: Improve language learning for students 

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A language learning platform uses a voice agent to provide real-time translations and personalized tutoring. So the voice agent instantly supports students in any subject by translating and clarifying complex terms in their preferred language.

Benefits:

  • Reduced requirement for multilingual staff.
  • Increases inclusivity as the bot answers in the user’s preferred language.
  • Language barriers are removed.

Use case: Improve patient outcomes in healthcare

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It's easy to miss appointments or forget to deliver prescriptions to the patient’s home timely. A healthcare service can employ a voice agent to deliver personalized care and offer preliminary health assessments, medication reminders, and easy appointment scheduling, all according to the individual patient's needs.

Benefits

  • Saves time by streamlining appointment bookings.
  • Ensures medication adherence with timely reminders.
  • Reduces workload for healthcare providers with automated support.

Use case: Streamline routine financial services 

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Once integrated with the banking system, the voice agent automates routine financial tasks, provides instant account information, processes transactions, and delivers personalized financial advice around the clock.

Benefits:

  • 24/7 access to financial services without wait times.
  • Improves customer experience with quick, accurate responses.
  • Automates routine tasks, freeing up staff for complex queries.
  • Provides personalized advice to improve financial decision-making.

Use case: Get personal shopping assistance  

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An e-commerce platform can use a voice agent to assist customers with product selection, provide personalized recommendations, and automate the sales process from start to finish.

Benefits:

  • Delivers a personalized shopping experience 24/7.
  • Boosts sales with customized recommendations.
  • Reduces cart abandonment by guiding customers to checkout.
  • Improves customer satisfaction with fast, accurate service.

Features of an AI voice agent

To understand why voice agents are so effective, let’s look at the key features that improve the overall customer service experience while streamlining business operations.

The best voice agents for businesses come equipped with:

Natural language understanding (NLU)

An AI voice agent understands user queries by converting speech into text using AI and NLP. It then forms an appropriate response and converts it back into speech using text-to-speech (TTS) technology. This ability to understand and respond in natural, conversational language sets AI voice agents apart from traditional IVR systems, which rely on rigid, menu-based responses.

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Personalization capabilities

Customers want quick, personalized responses to their queries, unlike complex IVR systems that frustrate them with lengthy menus. An AI voice agent offers contextual conversations, adapting to the user’s intent. It detects speech cues, skips irrelevant interactions, and also transfers calls to the right agent.

Hence, when comparing voice agents to IVRs, the bot's ability to offer personalized interactions like a human outshines communication systems that follow even the best IVR practices.

Multi-language support

AI voice agents break down language barriers, supporting multiple languages to provide a more inclusive and accessible customer experience. Businesses can easily connect with diverse customer bases across the globe.

For instance, Plivo supports speech recognition in 27 languages and their regional variants. 

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Integration with other platforms and services

AI voice agents easily integrate with platforms like customer relationship management (CRM) systems, Enterprise resource planning (ERP) tools, and ticketing software. They access and update customer data in real time to ensure accuracy.

These bots also pull relevant details, automate follow-up actions, and sync with communication channels like email or chat. This creates a personalized and consistent customer experience across all touchpoints.

Benefits of voice agents

Let’s now look at the benefits of AI voice agents.  

Enhanced user experience

Many businesses have concerns over the quality of a voice agent for customer service. However, a voice agent answers queries quickly regardless of the time of the day. Speedy, reliable answers are important to providing excellent service, making voice agents an invaluable tool for businesses looking to improve customer satisfaction.

Additionally, businesses can:

  • Handle routine queries and common tasks faster than human agents.
  • Remove the need for users to navigate complex IVR menus.
  • Manage high-volume calls without errors.

Better cost efficiency

An AI voice agent doesn’t just save time, it also saves money. It boosts user satisfaction and reduces support times by automating repetitive queries. This frees up staff for higher-value tasks, and interacting with customers after hours has improved lead conversion.

The direct benefits to businesses are:

  • Reduces the need for a larger customer support team.
  • Allows human agents to focus on complex, high-value inquiries.
  • Engages users outside business hours to boost marketing return on investment (ROI).
  • Lowers training costs and minimizes the risk of providing incorrect information.

Accessibility for users with disabilities

With over one billion people living with disabilities worldwide, voice agents make services more inclusive. They enable hands-free, accessible interactions, allowing customers with visual, motor, or cognitive impairments to engage with the business easily. This not only improves customer satisfaction but also broadens the company’s reach to a more diverse audience.

Data collection and analysis for improved services

Voice agents don’t just serve customers — they also gather insights. Use this data to analyze data and improve services, personalize marketing efforts, and make more informed business decisions.

24/7 availability

Unlike human agents, voice agents are always accessible. They ensure customers get help whenever they need it, contributing to a more consistent and reliable customer experience.

Future of AI voice technology

As IBM's data engineer, Chris Hay puts it, "We're entering an era where every mom-and-pop shop can have the same level of customer service as an enterprise." This statement captures the transformative potential of voice recognition technology.

AI voice chat applications benefit businesses of all sizes by delivering top-tier customer experiences. Tech giants are already paving the way. Microsoft has updated its Copilot AI with advanced voice capabilities, allowing it to handle complex queries with natural language reasoning, while Meta has introduced voice AI to its messaging apps.

AI voice assistants will move beyond smartphones, integrating into wearable devices like the recently unveiled Meta Orion augmented reality glasses. For businesses handling sensitive client relationships, this could mean smarter, empathetic bots that mirror the tone and approach of a human assistant.

Key upcoming trends:

  • Hyper-personalization: Customized voices and targeted recommendations.
  • Advanced problem-solving: Managing complex queries using natural language.
  • Real-time analytics: Analyzing customer tone for deeper insights.

Yet, challenges remain. Arvind Rongala, the founder of a skill-management solution provider, shares, “There are still issues, especially with data privacy and ensuring interactions are human-like. In addition to resolving problems with bias in training data and regulatory compliance, businesses must strike a balance between automation and personalization. For example, adhering to GDPR regarding the storage of voice data can be challenging, but doing so is essential to fostering trust.”

Ultimately, businesses need to prioritize data security, explore multi-device integration options, and develop stronger contextual understanding for natural interactions.

Launch an AI voice agent with Plivo

Any scaling business needs a voice agent that's easy to integrate, globally accessible, and cost-effective without sacrificing quality.

Plivo checks all these boxes, offering seamless integration, seven global points of presence for low-latency interactions, and competitive rates starting at just $0.0040 per minute. It's ideal for businesses willing to scale while keeping operational costs in check.

In fact, Plivo can reduce operational costs by up to 40%.

Moreover, its commitment to reliability is backed by a 99.99% uptime guarantee, with failover capabilities that switch within two seconds if any disruptions occur.

You can launch voice agents with Plivo using just a few lines of code.

  • Log in to your OpenAI Account: Secure your API key and RealTime API access.
  • Log in to your Plivo Account: Sign up and get a voice-enabled number.

With integration options for leading speech-to-text (STT) and TTS providers like Deepgram and ElevenLabs, you can launch AI voice agents in multiple regions, including India, using local numbers.

Use Plivo-powered voice agents for: 

  • Personal shopping assistance: Offer personalized recommendations, go through product selections, and close sales. 
  • Healthcare automation: Improve patient outcomes with medication reminders, and appointment scheduling, and offer preliminary health assessments.
  • Inclusivity in education: Break language barriers in learning with real-time translations and personalized tutoring across multiple subjects.
  • Routine financial services automation: Provide instant account information, personalized financial advice, transaction processing status, etc. to customers.

With a 24/7 AI voice agent, your business can handle these tasks around the clock, ensuring that customers are never left waiting. Want to improve customer experience with Plivo? Contact us today.

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Jan 21, 2026
5 mins

AI Voice Agents for Real Estate (2026): 10 Tools Compared, Real Limitations and What Actually Scales

Compare 10 AI voice agents for real estate in 2026. Evaluate response time, CRM integration, multi-channel support, and scalability to find the right solution.

AI voice agents in real estate are all about response time, coverage and quick follow-through. If your system can't answer calls immediately, qualify intent, book tours and update your CRM without manual cleanup, it's not helping you win more deals; it's adding another layer for you to manage.

This guide isn't for browsing tools. It's for operators deciding whether to commit to AI voice agents in 2026 and ship something that actually helps you scale. We compare 10 platforms based on how they perform after signup, how fast you can go live, what breaks under real lead volume, and what it takes to keep them working week after week.

Top 10 AI Voice Agents for Real Estate (2026)

The goal here is simple: Helping you choose an option that you can launch confidently, not replace after the first integration headache.

1. Plivo

When aiming to build and scale AI voice agents for real estate, you care about two things: reaching prospects first and converting more inquiries into confirmed showings. Plivo excels here since it gives you production-ready AI voice agents that place instant callbacks, answer listing questions from your data, and book tours directly on your agents' calendars. They operate reliably across phone, SMS, WhatsApp and chat without stitching together telephony, AI models and messaging vendors.

Plivo is the AI agent builder platform for voice-first, omnichannel experiences—built on a carrier-grade telephony network trusted by Uber, Meta, Zomato, and thousands of businesses worldwide. Business teams can launch agents without writing code using Vibe agent. Engineering teams can orchestrate custom voice agents in code with full control. The foundation is Plivo's global communications infrastructure spanning 190+ countries: 15+ years of proven reliable infrastructure, low latency, and the call quality enterprises demand.

Core Capabilities:

  • Inbound & Outbound AI Voice Agents: Handle live calls end-to-end, qualify intent, route intelligently and escalate to human agents when needed.
  • Multi-Channel Agent Coverage: Run the same AI agent across phone, SMS, WhatsApp and chat with shared context across channels.
  • No-Code AI Agent Builder (Vibe): Build and deploy voice agents using plain-English instructions, no prompt engineering or coding required.
  • Build your way: Business teams launch with no-code tools; engineering teams build custom voice agents with full-code control. You're never forced into a single way of working.
  • Vertically Integrated Telephony (CPaaS): Voice runs on Plivo's own global telephony infrastructure, avoiding third-party carrier dependencies.
  • Low-Latency Voice AI Stack: Integrated TTS, STT and LLM orchestration enables sub-500ms response latency, critical for natural voice conversations.
  • Enterprise-Grade Reliability: Built on Plivo's proven CPaaS platform with 99.99% uptime, 15+ years of reliable infrastructure, and global carrier connectivity across 190+ countries.
  • CRM & Workflow Integrations: Pull customer context in real time and write call outcomes back to CRMs and support tools automatically. Connect Follow Up Boss, kvCORE, BoomTown, Salesforce, HubSpot, Google Calendar, Outlook, and your MLS/IDX feed.
  • You own the stack: You get to choose your speech-to-text (STT), text-to-speech (TTS), and LLM while keeping prompts and data portable and avoiding lock-in.

Best fit if you:

  • Need real-time voice agents that can operate continuously at scale.
  • Want to avoid stitching telephony, AI and messaging vendors together.
  • Plan to deploy across multiple channels, not voice alone.
  • Have defined workflows for lead qualification, routing or follow-ups.

Not a fit if you:

  • Only need a lightweight voice demo, basic IVR or short-term experiment.
  • Want a fully turnkey, real estate-specific tool with no configuration or workflow control.
  • Don't plan to integrate voice agents into your CRM, data stack or operations.

2. Luron AI

Luron AI is best suited for teams that need 24/7 AI voice agents that never miss calls and qualify leads automatically. It supports multilingual conversations and keeps pacing tight across accents and speaking styles. The system handles inbound and outbound voice conversations in dozens of languages and automates bookings and follow-ups without human staffing.

Core Capabilities:

  • Instant call answer & qualification: AI answers every call, gathers intent, and qualifies leads without hold times.
  • Multilingual support: Handles AI conversations in 45+ languages to cover diverse lead sources.
  • Inbound & outbound support: Manages both types of calls and can also run outbound follow-ups.
  • SMS, chat & email automation: Extends voice agents to text and messaging channels for a unified engagement approach.
  • CRM & integration options: Connects to existing phone systems via SIP trunking and can integrate with CRMs and ticket systems.

Best fit if you:

  • Want 24/7 lead capture and qualification without adding staff.
  • Need multilingual voice conversations for global or diverse markets.
  • Expect to automate bookings, follow-ups and reminders on voice and messaging channels.
  • Have a CRM or existing phone system you must integrate with.

Not a fit if you:

  • Only need a simple inbound answering or IVR replacement without automation.
  • Want a solution focused on voice only, with limited channel reach.
  • Prefer fixed, transparent pricing tiers publicly listed.

3. Callers AI

Callers AI is a platform for automating customer conversations with human-like voice agents that handle both inbound & outbound calls and messaging channels, powered by your brand's data and tone. It's focused on scaling high-volume voice interactions while maintaining contextual continuity across channels in a single branded voice experience.

Core Capabilities:

  • Omni-channel AI interactions: Voice agents run across phone, SMS, WhatsApp and chat from a central AI brain.
  • Human-like voice calls: Agents answer and place calls in a natural conversational style.
  • Lead workflows & use cases: Supports lead qualification, cold call automation, appointment confirmation, retention flows and more.
  • 24/7 availability & language breadth: Designed to handle calls and messaging around the clock, in multiple languages.
  • Context remembering: Conversations carry context across voice and messaging so follow-ups feel continuous.
  • Integrations & automation: Connects to CRMs and tools (300+ integrations) so call outcomes can update your systems.

Best fit if you:

  • Want both inbound and outbound AI calling with consistent, natural-tone responses across channels.
  • Need an AI system that can qualify leads, confirm appointments and manage follow-ups automatically.
  • Are scaling high call volumes 24/7.
  • Prefer a central "brain" that keeps context across channels and workflows.

Not a fit if you:

  • Only want a basic voice or outbound dialer with limited cross-channel logic.
  • Need a tool focused exclusively on simple IVR or basic routing without AI conversation layers.
  • Prefer a product you can set up and forget in minutes without upfront configuration or workflow definition.

4. SquadStack AI

SquadStack AI is best suited for teams that want AI-assisted sales and voice engagement workflows supported by configurable human-in-the-loop automation. It blends automated outreach and qualification with options to escalate to human agents where needed, helpful for revenue teams that are focused on pipeline speed.

Core Capabilities:

  • Automated Lead Engagement: AI enabled workflows proactively contact prospects and qualify them using data-driven sequencing.
  • Voice & Messaging Channels: Supports outbound dialing, ringless voicemail, SMS and multi-touch sequences.
  • Human-in-the-Loop Escalation: Configurable handoffs to live agents when conversations need human judgment.
  • Sales Workflow Automation: Built-in logic for lead routing, prioritization and follow-ups across channels.
  • CRM Integration + Data Sync: Sync outcomes and engagement data back to CRMs like Salesforce, HubSpot, etc.

Best fit if you:

  • Want inbound and outbound automated voice interactions with natural conversation flows and multilingual capability.
  • Need AI that handles lead qualification, follow-ups and reminders as part of sales or customer engagement sequences.
  • Are automating sales outreach and conversational workflows alongside voice calls.

Not a fit if you:

  • Need an AI platform focused on low-latency, bespoke voice agent infrastructure tied tightly to your own telephony stack.
  • Are building a multi-channel bot with CRM/telephony hooks and developer control from the ground up at scale.

5. Telgent

Telgent leans into MLS and portal context. It is best for businesses that want always-on voice AI calling with automated scheduling, intelligent call handling and quick setup. Its platform emphasizes immediate activation, seamless integration with existing phone systems and natural AI responses that handle calls, schedule meetings and engage customers day and night.

Core Capabilities:

  • 24/7 AI voice calling agents: Always-on call automation that answers and routes customer calls at any hour.
  • Lead engagement & scheduling: Automatically books appointments, meetings and showings based on natural language conversations.
  • Inbound call handling: AI answers incoming inquiries, qualifies intent and routes prospects with minimal human intervention.
  • Automated inquiry responses: Provides instant answers to property questions and responds to rental or sales leads.
  • Integration with real estate systems: Works with Zillow, Realtor.com, MLS platforms, Follow Up Boss, kvCORE, BoomTown, Salesforce and HubSpot for CRM continuity.

Best fit if you:

  • Need round-the-clock call handling that captures leads and books appointments without missing inquiries.
  • Want your voice AI to integrate with core real estate tools and CRM systems so client details are synced automatically.
  • Are focused on lead conversion and showing scheduling as part of your customer engagement workflows.

Not a fit if you:

  • Only require basic outbound calling with simple scripts rather than inbound + scheduling automation.
  • Expect a no-config, plug-and-play voice bot that requires zero setup or customization.
  • Want a platform that handles only one channel (voice only) without extending into SMS/WhatsApp/chat automation.

6. AIOnCalls

AIOnCalls is positioned as a virtual receptionist that never misses calls or opportunities. Best for teams that want an always-on voice AI assistant that handles inbound and outbound calls around the clock, engages callers in natural language, qualifies leads, books appointments and updates CRM data.

Core Capabilities:

  • 24/7 Inbound & Outbound Voice Handling: AI answers and places calls around the clock across all hours and holidays.
  • Lead Qualification & Follow-Up Automation: Qualifies callers in real time and automates follow-ups via voice, SMS and email.
  • Appointment Scheduling & Calendar Invites: Books appointments and sends confirmations during calls.
  • CRM & Workflow Integrations: Integrates with CRMs like Zoho, HubSpot, GoHighLevel, Google Calendar for real-time lead syncing and activity logging.
  • Multilingual Conversations: Supports multiple languages and can handle simultaneous call sessions.
  • Live Agent Escalation: Transfers complex calls to human agents when needed.
  • Real-Time Analytics & Transcriptions: Provides live call monitoring, transcripts, sentiment analysis and dashboards.

Best fit if you:

  • Need an AI voice agent that never misses inbound calls and engages leads immediately, 24/7.
  • Want automated lead qualification, booking and follow-ups in voice, SMS, and email without human staffing.
  • Are integrating call outcomes and engagement data into CRM or calendar workflows.
  • Operate in industries where speed-to-lead matters and missed calls are costly.

Not a fit if you:

  • Only need simple IVR or on-premise call routing without conversational automation.
  • Prefer a pure telephony or developer API platform without built-in AI conversational layers.
  • Are looking for a voice agent with deep, specialized industry templates.

7. Brilo AI

Brilo AI is a business-focused AI phone and voice call agent platform that enables teams to automate real-time voice interactions across industries like real estate. It promises fast setup, natural human-like voice responses, 24/7 coverage, integration with business tools and built-in analytics, all without needing a technical team to get started.

Core Capabilities:

  • 24/7 AI voice call agents: Always-on AI phone agents handle inbound calls and customer engagements at any hour.
  • Human-like voice interactions: Conversational voice responses built to sound natural and engaging.
  • Appointment booking & scheduling: Voice agents can book appointments with synced calendars and handle reminders.
  • CRM and business integrations: Integrates with a broad range of business apps (6,000+ app connections claimed) to sync customer context and outcomes.
  • Real-time analytics & insights: Live call transcripts, sentiment analysis, intent tracking and topic detection support actionable insights post-call.
  • Lead qualification automation: Agents engage prospects, capture intent and route high-value leads in real time.

Best fit if you:

  • Need 24/7 automated voice engagement that never misses inbound or high-volume calls for lead capture, scheduling or support.
  • Need a platform that books appointments, manages follow-ups and drives customer engagement without manual management.
  • Plan to integrate the voice agent with CRM, calendar tools and analytics pipelines to maintain context across systems.

Not a fit if you:

  • Simply need a basic phone tree, IVR or traditional call routing system.
  • Are focused solely on developer-centric API telephony without AI built in.
  • Require industry-specific compliance guarantees (HIPAA, PCI, etc.) documented publicly.

8. VocalDesk

VocalDesk is an AI-enabled voice and contact automation platform that helps teams automate calling, lead follow-up, support interactions and scheduling. Its focus is on automated voice conversations and multi-channel engagement with CRM integration and configurable workflows that replace manual outreach tasks.

Core Capabilities:

  • Automated Voice Conversations: Handles inbound and outbound calls using AI to engage, qualify, and route callers.
  • AI-Driven Lead Qualification: Automated conversation flows that marks lead intent and priority.
  • Appointment Booking & Reminders: Schedules meetings and sends reminders as part of automated flows.
  • Multichannel Messaging: Engages customers across voice, text and messaging platforms.
  • CRM & Workflow Sync: Connects with CRM systems and business tools to log interactions and maintain records.

Best fit if you:

  • Want to automate call handling and lead follow-up without manual dialing.
  • Need a solution that combines voice and messaging outreach with CRM context.
  • Are focused on lead qualification and scheduling as part of broader sales engagement.

Not a fit if you:

  • Only need basic call routing or IVR without AI handling.
  • Require explicit developer control over telephony APIs.
  • Rely on hard metrics like latency, concurrency limits or multi-region telephony SLAs.

9. Calldock

Calldock is an AI voice agent platform intended for instant lead engagement, automatic qualification and scheduling. Its system calls leads within seconds of form submission, conducts natural conversations and integrates with calendars and workflows to automate follow-ups and booking.

Core Capabilities:

  • Instant lead callbacks: Calls website leads within ~60 seconds of a submission, boosting early engagement.
  • Calendar booking: Agents can book appointments directly to your calendar during live calls.
  • Multi-channel follow-up: Agents send SMS and email follow-ups as part of the call workflow.
  • Seamless handoff & callbacks: You can trigger human handoffs in natural language and schedule intelligent callbacks.
  • API, webhooks, & integration ecosystem: Support for APIs and pre-call webhooks lets you fetch context before calls and connect with Gmail, Google Calendar, Slack, Zapier and thousands more.
  • Developer playground & documentation: Provides API documentation and code examples for triggered calls and automated workflows.

Best fit if you:

  • Want immediate lead engagement that happens in seconds.
  • Need voice agents that qualify, book and follow up automatically across voice, SMS and email.
  • Plan to integrate voice engagements with calendar and business workflows.
  • Need a voice agent that works with easy templates for common industries with minimal setup.
  • Want a low-code or no-code setup that goes live with simple configuration.

Not a fit if you:

  • Need proper inbound/outbound calling with API integration.
  • Require deep telephony infrastructure control or enterprise telephony SLAs.
  • Are building highly custom dialogue systems that need proprietary LLM tuning beyond the existing templates.

10. Ylopo

Ylopo is a digital marketing and lead gen platform built for the real estate industry. It combines lead capture, nurturing, AI voice calling, AI texting, branded websites and marketing automation into one system that integrates with CRMs and helps real estate teams generate and convert leads.

Core Capabilities:

  • AI Voice Follow-Up: Automatically calls new and existing leads to qualify interest and connect them to agents.
  • AI Text Conversations: Runs two-way SMS conversations to nurture leads until they're ready to talk.
  • AI² Voice + Text System: Combines calling and texting into one coordinated follow-up engine.
  • Automated Appointment Transfers: Delivers live transfers or booked appointments when leads are qualified.
  • Lead Generation & Nurture: Includes PPC ads, remarketing and IDX websites to capture and feed leads into AI follow-up.
  • CRM & Website Integration: Syncs AI conversations and lead activity with CRMs and branded real estate websites.

Best fit if you:

  • Want lead capture with nurturing as a unified system rather than isolated voice interaction tools.
  • Are a realtor or team that wants AI to automatically engage leads by text and phone, not just manage manual contacts.
  • Need branded websites with IDX search and integrated lead capture feeding into automated follow-up.
  • Plan to keep leads engaged over longer time horizons (e.g., 90-day voice follow-up).
  • Value combined marketing + AI follow-up rather than a single channel (voice only).

Not a fit if you:

  • Are looking for pure AI voice agent infrastructure like a telephony-first CPaaS platform.
  • Need tools focused on enterprise-grade telephony performance, low-latency voice systems or custom telephony workflows.

What Matters Most in AI Voice Agents (Beyond the Basics)

1. Telephony Ownership vs. Vendor Stitching

Many AI voice tools rely on third-party telephony stitched together with AI layers. This often introduces latency, call drops and limited routing control at scale.

What to prioritize:

  • Built-in telephony with direct carrier connectivity
  • End-to-end control over call routing and quality
  • Fewer external dependencies

Plivo runs on its own global CPaaS and carrier-grade telephony stack, removing third-party voice dependencies.

2. Real-Time Performance (Latency & Uptime)

Voice conversations break down quickly when responses lag or calls fail. Sub-second latency and high uptime aren't "nice to have"—they're mandatory.

What to validate:

  • Sub-500ms voice response latency
  • 99.99% uptime or better
  • Real-time STT, TTS, and LLM orchestration

Plivo's vertically integrated Voice AI stack is designed for low-latency, real-time conversations on proven infrastructure.

3. Multi-Channel Context, Not Disconnected Bots

Leads move between calls, SMS, WhatsApp and chat. Treating each channel as a separate bot creates broken experiences and duplicate work.

What to look for:

  • Shared context across voice and messaging
  • Unified conversation history
  • Seamless handoffs between channels

Plivo supports multi-channel agents that share context across phone, SMS, WhatsApp and chat from a single system.

4. Integration Depth (CRM, Calendars, Workflows)

Voice agents don't operate in isolation. Without deep integrations, they become another silo your team has to manage.

Prioritize platforms that:

  • Read from and write to CRMs in real time
  • Trigger workflows during live calls
  • Integrate cleanly with calendars and support tools

Plivo integrates directly with CRMs and business systems, allowing agents to act on live data and update records automatically.

5. Built for Scale, Not Just Launch

Many tools work well for pilots but struggle under sustained call volume or multi-region deployment.

Ask:

  • Can this run continuously without degradation?
  • Are pricing and performance predictable as usage grows?
  • Will this still work when channels or regions expand?

Plivo's AI agents are built on infrastructure that already powers enterprise-grade voice and messaging at global scale.

FAQs

What's the fastest way to go live without breaking existing operations?

Start with a single, contained flow like after-hours inbound calls or instant lead callbacks. Connect your phone numbers, CRM and calendar, define escalation rules and launch! You can expand coverage once live data validates the flow.

How do I ensure voice quality doesn't feel robotic or laggy?

Voice quality depends on latency and telephony control. Platforms with integrated telephony and real-time STT/TTS orchestration keep responses sub-second, which is critical for natural conversations that callers don't hang up on.

How does the agent stay accurate and compliant with real estate data?

The agent should pull from a restricted, curated knowledge source (MLS, IDX, listings) and operate within defined guardrails. When questions exceed scope like pricing nuance, legal terms, fair-housing-sensitive topics, it escalates to a human automatically.

What happens when call volume spikes or multiple leads call at once?

Calls don't fail—they should queue. High-intent conversations can be routed to live agents, while others are qualified, scheduled or followed up asynchronously. Every outcome is logged so nothing gets lost.

How does this fit into my CRM and follow-up workflows?

The agent reads live CRM data during calls and writes outcomes back automatically in the form of notes, disposition, next steps and booked appointments. Your team picks up conversations with full context instead of starting from scratch.

Try Plivo Free

Curious how an AI voice platform performs in your workflows, not just in theory? Plivo offers a free trial account with credits so you can experiment with voice, SMS, WhatsApp and chat services before committing. When you sign up, you get trial credits, can add a phone number and start testing features like real-time voice interactions and multi-channel engagement using APIs or visual tools like PHLO. This lets you validate performance, integrations, and call flows with your actual data—all without upfront cost.

Plivo's trial lets you test core capabilities immediately, making it easy to see how quickly you can build, launch, and refine agents that handle calls, qualify leads and update systems in real time.

Get started with your free trial now and begin building your first agent today.

AI Voice Agents Infrastructure Hub
Jan 20, 2026
5 mins

Best AI Voice Agents for Customer Support and Service (2026): What to Deploy Now

Compare 10 AI voice agent platforms for customer support. Get a practical 30-day pilot framework, implementation workflow, and outcome-driven selection guide.

1) Plivo — The fastest path to production-grade AI voice agents for customer support

A recent Gartner survey found that most customer service leaders plan to explore or pilot conversational GenAI in 2025—making a clear, near-term mandate to deliver something that works on the phone channel, not just in chat. That's your cue to build a reliable voice front door with an AI agent builder platform designed for voice-first, omnichannel experiences.

Why Plivo is #1

Plivo is the AI agent builder platform that lets you build your way. Whether you're a business leader who needs to launch fast or an engineering team building custom workflows, Plivo meets you where you are. Start with no-code tools that let non-technical teams deploy agents in hours. Go deeper with low-code orchestration for more control. Or build from scratch with full-code frameworks that integrate into your existing stack. You're never forced into a single way of working.

What it does for you

Plivo's Voice AI stack is modular by design. Want speed? Use the fully integrated platform—STT, LLM, TTS, and telephony—pre-configured and ready to go. Want control? Orchestrate your agents using code with Plivo's Agentic STT models and Telephony, alongside your preferred LLM providers. Want just the connectivity layer? Use audio streaming or SIP trunking and bring everything else yourself. You decide where Plivo ends and your stack begins.

Underlying it all is a reliable, carrier-grade telephony platform that scales for enterprises—global PSTN/SIP connectivity, number provisioning and porting, call routing with failover, recording with consent, and clean human handoff with full context into your CRM or help desk.

Segment-by-segment fit

If you're SMB, launch fast with no-code tools that let you deploy agents in hours, plus a simple dashboard and connectors for Shopify and Calendly. If you're mid-market, use low-code orchestration for more control, with a modular stack that lets you use what you need—swap in your preferred LLM, STT, or TTS. If you're enterprise, build with full-code frameworks that integrate into your existing stack, plus a modular Voice AI stack to pick-and-choose what you need, governance features (RBAC, audit transcripts, data residency), and contact center integration for high availability and reporting.

Start with Voice, go everywhere

Voice is the hardest channel to get right—and it's where Plivo leads. But the same flexible building experience extends to WhatsApp, SMS, RCS, and Chat. Build once, deploy across channels, and meet customers wherever they are.

Suitable for

  • Fintech customer service: consent-first flows, secure keypad capture, dispute status, and callbacks.
  • Healthcare scheduling: multilingual intake, appointment changes, escalations with a summarized handoff.
  • Retail and logistics: order status, returns, delivery windows, and SMS/WhatsApp follow-ups.

No more choosing between a locked-in platform that's easy but limiting, or a DIY approach that's flexible but painful. Plivo gives you both—simplicity when you want it, depth when you need it.

Explore the Voice API, check pricing, review compliance, handle numbers & porting, browse case studies, or jump into the quickstart.

2) Google Dialogflow CX — Complex, branching flows without spaghetti

Key features

Dialogflow CX uses a flow-and-page model to capture state and branching, so you can manage multi-step intents like returns, warranty claims, and multi-factor verification without dozens of brittle intents. It supports voice and text and includes versioning, experiments, and test tools. For telephony, you can use partner gateways or SIP; for global reach, put Plivo at the edge and connect to CX.

Why it matters

Complicated support journeys need explicit state. CX gives you that structure. If your "Where's my order?" workflow forks based on identity checks, fulfillment method, and policy windows, you can keep logic readable and testable. CX also plays well with multilingual experiences and mixed initiative, so callers can change course mid-conversation.

Implementation steps

Start with a single high-volume journey and draw it as a CX flow. Add a fallback page with a short menu for noisy lines. Ground the bot in your knowledge base and order system, then add handoff rules. Put Plivo in front for numbers, routing, and recording consent, and pass summaries back to your ticketing system.

Suitable for

Teams with multiple brands or product lines, where branching grows quickly and consistency matters across regions.

3) Amazon Lex + Amazon Connect — AWS-first voice automation that ops can own

Key features

Lex handles the speech and NLU for voice and text. Connect adds the contact-center fabric: routing, IVR, call recording, and agent desktop. It's a natural fit if your data and apps live in AWS and security prefers IAM-managed access. For global numbers or bring-your-own carrier control, front with Plivo and route into Connect.

Why it matters

Staying inside AWS accelerates procurement, security reviews, and monitoring. You can call Lambdas for tool use, search knowledge with Kendra, and use Connect metrics and contact flows your ops team already knows. That shortens time to value and concentrates governance in one place.

Implementation steps

Define one call flow in Connect (ID&V → status lookup → handoff). Build Lex intents from your top FAQs. Add Plivo for number management, routing, and failover. Send summaries back to your CRM or help desk. Keep a barge-in plan for noisy environments and a keypad fallback for payment flows.

Suitable for

IT-led programs where AWS standardization, auditability, and a single pane of glass for monitoring are priorities.

4) IBM Watson Assistant — Governance-first deployments in regulated industries

Key features

Watson Assistant supports omnichannel conversations with documented security and governance options, including deployment paths designed for regulated workloads. If your risk office leads the decision, IBM provides clear guidance on audit logging, data handling, and architectural choices. Add Plivo to handle PSTN/SIP, call consent prompts, and compliant recording policies.

Why it matters

Financial services and healthcare teams often need auditability from day one. When you need clear data-handling boundaries and deployment models that align with internal controls, IBM's documentation and support track help you pass reviews without months of back-and-forth.

Implementation steps

Map your data-classification rules to Watson's deployment options. Keep contact recordings and transcriptions in your approved storage. Use Plivo's routing and consent prompts to standardize intake across regions. Summarize calls into your case system for full traceability.

Suitable for

Organizations with heavy compliance needs, strict data residency, or formal audit trails for every customer interaction.

5) Cognigy.AI — IVR modernization with fine-grained voice control

Key features

Cognigy combines a visual designer with a voice gateway that supports streaming ASR, interruptibility, and transfer control. It integrates with multiple speech providers and enterprise systems like SAP and Salesforce. This lets you tune barge-in sensitivity, error handling, and handoff cues rather than living with a one-size-fits-all IVR.

Why it matters

If callers still hear a menu tree, you're wasting time and goodwill. Cognigy helps you replace rigid menus with natural conversations and graceful escalation. You keep the levers you need—timing, sensitivity, fallback prompts—so the agent feels human, not scripted.

Implementation steps

Start with the two intents that create the most queue time. Set barge-in thresholds conservatively and widen them after you test in live traffic. Put Plivo at the edge to manage numbers, recording policies, and failover. Send summaries with disposition tags to your CRM.

Suitable for

Enterprises with legacy IVRs, high call volumes, and a clear need to reduce effort without ripping out the contact-center core.

6) Salesforce Agentforce — CRM-native service automation where your team works

Key features

Agentforce brings AI agents into the Salesforce console and data model. Your service team stays in the view they know, while the agent handles common intents, drafts summaries, and routes cases. Add Plivo for calling so every phone interaction lands in Salesforce with the right context.

Why it matters

When everything you need to resolve an issue already lives in Salesforce, keeping the agent there shortens integration time and improves analytics. Supervisors can coach on the same dashboard and review case summaries, while admins maintain clear governance over data and automations.

Implementation steps

Pick one queue with repetitive calls. Tie identity checks to account data and warranties. Keep a "press 0 for a human" fallback and make sure the agent passes a clean summary with next steps. Use Plivo for the phone edge so call recordings and consent are consistent across regions.

Suitable for

Service teams that treat Salesforce as the system of record and want automation to feel native—not bolted on.

7) Zoom Virtual Agent for Phone — A 24/7 receptionist and concierge

Key features

Zoom's Virtual Agent for Phone handles greetings, routing, and the most common requests. You train it from existing docs and site content, then turn it on for after-hours or full-time reception. It's built for quick wins like appointment scheduling, store hours, and simple status checks with transfers when needed.

Why it matters

If reception lines clog your switchboard, a front-door voice agent can deflect simple questions without new headcount. As you add skills, you can expand from triage to completing tasks. For broader reach, connect Plivo to add global numbers and transactional notifications via SMS or WhatsApp.

Implementation steps

Start with greeting, business hours, and routing. Add appointment booking next. Keep live-agent transfers one click away. If you outgrow the PBX perimeter, bring Plivo in to manage numbers and cross-channel follow-ups.

Suitable for

Single-number switchboards, high-volume reception desks, and teams that need a quick, always-on front door.

8) Sierra — Enterprise "autonomous" agents with category momentum

Key features

Sierra focuses on enterprise-grade AI agents for customer service with an emphasis on agentic workflows. The leadership and market traction give executives confidence to back bigger bets. If you're evaluating multi-channel automation with rigorous SLAs, Sierra is a credible short-list option. Plug it into Plivo for reliable telephony, recording consent, and global routing.

Why it matters

Momentum reduces perceived risk. When you need cross-functional buy-in, a vendor that's already in enterprise production helps. You still need the phone edge right: numbers, routing, and failover that won't buckle under peaks.

Implementation steps

Define two end-to-end journeys (e.g., ID&V + order update; returns approval). Keep human handoff one step away and capture every call summary in your case system. Instrument containment and transfers, then iterate weekly.

Suitable for

Large teams planning multi-channel agents and looking for vendor accountability with clear deliverables and timelines.

9) Tidio (Lyro) — SMB eCommerce chat that pairs well with voice

Key features

Tidio blends live chat, an AI agent, and eCommerce integrations. It's a practical way to resolve repetitive questions, free up your team, and capture intent while buyers are on your site. Add Plivo for a simple order-status line and SMS/WhatsApp updates so customers get answers by phone as well as chat.

Why it matters

eCommerce teams need fast coverage more than complex architectures. You can start with FAQs, then add checkout and account questions. When phone calls spike—promos, holidays—route a basic voice flow through Plivo and keep your agent consistent across channels.

Implementation steps

Load your top FAQs and shipping policies, add a returns flow, and set clear handoff rules. For voice, route a single Plivo number to a lightweight agent that authenticates by order ID and ZIP code, then offers a callback option during peaks.

Suitable for

Lean teams that want to reduce repetitive chat volume now and add phone coverage without standing up a full contact center.

10) Robylon — Multi-channel AI agents focused on support teams

Key features

Robylon specializes in AI-driven customer support across voice, chat, email, and messaging. It integrates with help desks like Zendesk and Freshdesk, supports multiple languages, and offers analytics dashboards designed for service leaders. It's a pragmatic fit if your help desk is the hub of your operation.

Why it matters

You want human-like conversations that escalate cleanly. Robylon's positioning around support workflows means your ticketing, SLAs, and dispositions stay intact. For reliable calling, use Plivo for numbers, routing, and recording consent so your phone channel matches the quality of your chat channel.

Implementation steps

Start with account updates and appointment scheduling. Ground the agent in your help-desk knowledge base and macros. Track resolution time and transfer reasons; refine weekly.

Suitable for

Mid-market support teams who want a focused system that plugs into existing help-desk processes and expands to voice without heavy lifting.

How to run a safe, high-signal pilot in 30 days

Define success first

Pick three metrics: containment, transfer rate, and average resolution time. Write a one-line target for each and a go/no-go threshold. Everyone should know what "good" looks like before you take your first call.

Start with narrow, high-volume intents

"Where's my order?", appointment changes, returns, account updates. These are predictable, frequent, and measurable. Script your handoff sentence so agents never start from zero.

Build the right guardrails

Add a consent prompt, a keypad fallback for sensitive inputs, and a short backup menu for noisy environments. Keep the escalations simple: one route for billing, one for everything else.

Ground every answer

Connect the agent to your CRM/help desk and knowledge base. If the answer doesn't exist in your source of truth, escalate. Summarize every call into the ticket with disposition and next steps.

Iterate weekly

Review 20 call transcripts together. Fix the top three friction points. Update prompts and knowledge. Ship changes. Repeat.

FAQ

What's the fastest way to launch a voice agent without changing my stack?

Keep your telephony and routing on Plivo, connect your preferred conversation engine, and ground it in your CRM/help desk and knowledge base. Start with one number, one intent, and a simple fallback.

How should I measure success in the first 30 days?

Track containment, transfer rate, and resolution time. Listen for barge-in moments and interruptions—they reveal prompt and timing issues that you can fix quickly.

How do I implement consent, recording, and PCI/PHI safely?

Play a clear consent prompt before any recording. Use keypad input for payments or sensitive data. Store recordings and transcripts in approved systems and keep audit logs.

When is Dialogflow CX better than Lex, IBM, or Cognigy?

Choose CX for complex branching flows and multilingual journeys; Lex when your team standardizes on AWS; IBM when governance and deployment control are paramount; Cognigy when you're modernizing IVR with fine-grained voice settings.

How do I handle accents, noise, and barge-in in production?

Use a robust ASR, tune your barge-in sensitivity, and keep a keypad fallback. Test in noisy environments and shorten prompts. Summaries help human agents pick up without asking callers to repeat themselves.

Conclusion: Build the voice edge once, then scale what works

A measured result to anchor ROI. McKinsey reported that, at one company with thousands of agents, applying generative AI raised issue resolution and lowered handling time—small percentage gains that compound into real savings at scale. That's the kind of lift your leadership expects—and the reason to start with a focused pilot that moves one metric.

Bring your "brain" of choice, but keep the phone edge on Plivo so every call connects, every consent is captured, and every handoff carries context. Define three KPIs, pick one journey, and go live with a human fallback. Review transcripts weekly, then scale to the next two intents.

Ready to hear what real-time voice feels like? Build your agent or talk to an expert today.

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!

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Aug 28, 2024
5 mins

How To Promote Shopify Store: 12 Proven Ways To Advertise Your Shopify Store

Discover 12 proven strategies to boost your Shopify store's visibility and drive more sales. From SEO to social media marketing, learn effective techniques to promote your store and attract customers.

Shopify Marketing

Promoting a Shopify store is easier said than done. There are hundreds of ideas, and finding the right first move can be confusing. 

This is why we have listed a step-by-step guide on how to start promoting a Shopify store. This guide shows where you can start and how to expand your marketing strategy. 

This way, you are neither putting all your eggs in one basket nor spreading yourself too thin. Let’s begin!

1. Get on Instagram

With over 1.4 billion users, Instagram remains the most popular social media channel. If you are just starting out with the promotion of your Shopify store, then Instagram is the best place to start. 

Why? Firstly, the impressive reach. Secondly, the platform is also eCommerce friendly. Being visual-heavy in nature, you can easily showcase your products. There are ample features available that can be used to further sell products, such as shoppable feeds, ads, and collaborations. 

On top of that, customers are also open to interacting with brands or consuming diverse content on Instagram. So, you meet them where they are. Start by thinking of your unique brand voice and creating organic content around it.  

How Frank Body became a $20 million beauty brand | Instagram success story

Frank Body on Instagram 

Frank Body, a popular skincare brand, started out as a side project by two college graduates. They had no marketing budget as beginners (as expected), so they turned to Instagram. They spent their maximum time on this channel to create a unique brand voice and presence. With time, they diversified to newsletters and other social media platforms. 

However, Instagram remained their primary channel, with over 744k followers. What stood out for Frank Body was their playful brand personality, which they kept consistent with their content. That's how a $5000 start-up became a $20 million beauty brand. 

2. Expand on TikTok

After Instagram, TikTok is one of the most widely used social media platforms, boasting over 900 million monthly unique users. With its focus on short-form videos, TikTok content is engaging for consumers, especially Gen Z. 

You can create offbeat, informative videos that showcase your products or highlight your brand values. TikTok also provides features like product links and integration options with Shopify to boost sales for eCommerce businesses. 

How Pure Daily Care increased sales by 450% | TikTok success story

Source: TikTok

Pure Daily Care, a health and personal care brand, started sharing videos on TikTok highlighting their product and demonstrating benefits. They collaborated with many creators to produce these videos. 

The creators used TikTok's in-app video creation tools to create authentic and raw TikTok content without any fancy editing. These videos resonated with the audience, and with time, they saw an increase in unit sales by 450%.

3. Run SMS marketing campaigns

Two in five consumers want to hear from brands via SMS. In fact, consumers from ages 25 to 54 prefer to communicate with brands via SMS over email. SMS is a growing marketing channel. 

Consumers are looking for quick SMS notifications that are not as elaborate as email and not as small as a push notification. SMS lies in the sweet spot. You can design various SMS campaigns for various use cases, such as abandoned carts, shipping notifications, flash sales or limited-time offers, personalized campaigns, and more for engaging customers. 

How Domino's acquired customers in as low as 15 cents per subscriber | SMS marketing success story

SMS by Domino's | Source: SMS Archives

Domino's started its marketing initiatives with TV and Facebook ads. Slowly, they also wanted to use SMS also as a medium to gain more traction, and the results were astonishing. 

By putting in only a $25 investment initially, the brand saw an increase of 125 orders from a single SMS message. Their SMS subscriber base was increasing, and with time, the cost per acquisition went as low as 15 cents per subscriber.

4. Start email marketing

Email remains one of the top marketing channels, with one in four consumers wanting to hear from brands via email. Emails are an excellent way to showcase your offers, as you can play around with graphics, incorporate storytelling, and personalize recommendations. 

You can design email campaigns for order fulfillment flow, limited offers, personalized recommendations, loyalty programs, and more.

How Dormify converts audience  almost two times the site average with email | Email marketing success story

Source: MarketingSherpa

Dormify, a lifestyle brand, was using email marketing only on an ad-hoc basis. They would send bulk emails in a go and then plan for the next campaign. They later improved their email marketing strategy, started segmenting users, and created three automated email series: a welcome series, cart abandonment, and a post-purchase.  

By implementing the new strategy, Dormify saw a 92% increase in email revenue and the email audience converting almost two times the site's average.

5. Collaborate with influencers

Collaborating with influencers is helpful as, firstly, they come with an already engaged audience who trust their recommendations. Secondly, influences create excellent content around products, which you can reuse later in other marketing channels. 

You can start influencer marketing by finding nano or micro-influencers with highly engaged audiences in your niche. As your marketing budget grows, you can also start reaching out to bigger influencers with higher follower counts.   

How Happy Skin Co generated $12 million in revenue | Influencer marketing success story

Source: Instagram

Happy Skin Co, an online retailer, did its market research and concluded that social media is the best place to reach their ideal customers. The company tried to partner with an average of one influencer each day. 

They initially started with smaller influencers doing barter collaboration, i.e., sending products for free and influencers promoting them in return. Now, their homepage is a carousel of influencers touting their product on Instagram, some with follower counts reaching into the tens of millions. The founder credits influencer marketing as a major reason behind their $12 million in revenue.

6. Build partnerships with other brands

By partnering with other brands, you can tap into their user base and reach a wider audience. Why do such brand collaborations work? 

Firstly, by combining two brands and creating unique products or combos together, you can create something that is useful for customers or keeps them hooked. 

Secondly, collaborating with credible brands also improves your positioning. 

Partnerships can also be cost-effective and may not necessarily require a high investment. You can find complementary brands and reach out to them for collaboration.

Balenciaga X Crocs | A brand collaboration success story

Source: Balenciaga online store 

Balenciaga is a high-end fashion, and Crocs is known for everyday wear. No one expected the fusion of two. But the brands surprised their consumers by launching a collaboration. 

Their first Balenciaga x Crocs collaboration retailed for $850 and got sold out immediately. 

7. Run paid ads

Once you have done some brand-building work, it's a good time to run paid ads. Why so? Your customers will only bounce if they are redirected to any empty page by the ad. 

So, after you have created some organic content, you can run paid ads to increase brand visibility and reach the targeted audience. Another good part of running paid ads is they are measurable. You can easily measure the results of your campaign. 

You can first decide on the platform on which you want to run ads: Instagram and Google ads are the most popular. You can create compelling ads, start with small budgets, and further optimize with time.

How Seltzer Goods increased monthly revenue by 785% | Paid ads success story

Source: inflow

Seltzer Goods, a retailer, runs paid ads to generate leads and nurture them through the sales funnel. They started with a small budget and further decided to increase their ad spend. They kept their ad creation simple and largely used automation to place ads. 

Their efforts resulted in a 785% increase in monthly revenue, a 319% increase in clicks, and a 105% increase in total brand impressions.

8. Promote user-generated content

User-generated content (UGC) further helps you to build your brand's credibility. UGC looks more authentic than influencer collaborations. Shoppers are more likely to trust recommendations from real users. 

Also, when customers share their experiences on social media, it creates word of mouth and reaches a new audience.

How GoPro created an audience of over 20.8 million followers | UGC success story

GoPro community | Source: Instagram

GoPro is an excellent example of a brand acing its UGC strategy. They promoted their branded hashtags #GoPro, #GoProCommunity, and #GoProAwards heavily on Instagram. Users share their GoPro videos by using the hashtag. 

Some of the best videos are also rewarded under the hashtag #GoProAwards. Currently, their main hashtag, #GoPro, has over 5 million posts. What an amazing way to have regular content on the product and keep it in front of users. 

9. Build a community

Building a community further helps you create a loyal user base. A community allows you to hear feedback directly, improve customer service, and create deeper connections with consumers. 

Also, by creating a two-way communication channel, consumers think of your brand as one that listens to its consumers and increases your brand reputation.

How Alo Yoga scaled to $247 Million in revenue | Community success story

Source: Alo Yoga website

Alo Yoga focused on creating a community of yoga lovers. They offered exclusive perks to community members, such as exclusive access to premium wellness content, virtual retreats, workshops, and challenges. 

The brand slowly became a regular among celebrities and crossed $247 million in revenue.

10. Create shoppable feeds

Creating a shoppable feed on Instagram and TikTok will improve your customer experience. Whenever they see an ad or any video and want to see products further, they can directly view products on your shoppable feed and hit purchase. No need to go to the website. Shoppable feeds reduce friction. 

Apart from social media, you can also create a shoppable feed (known as product feed) in Google Merchant Center so customers can see the products directly upon Google search. They don't have to go to the website to search for products.

Product feed on Google 

How Carbishopper increased sales by 15% | Shoppable feeds success story

Caribshopper, an eCommerce marketplace for Caribbean-made products, started listing their products in Google Merchant Center. 

Their improved listing strategy increased customer acquisition through the organic search channel and enhanced shopping campaigns to increase sales by 15%.

11. Get press coverage

With the rise of social media, there are many ways to reach consumers, but good old PR is never a bad idea. It increases your credibility and helps you get links from reputable sites. 

You can check for reputable publications in which you want your products to be included and then reach out to them. You can also collaborate with any PR agency if required to get more press coverage. 

How Warby Parker reached a $3 billion valuation | PR success story

Warby Parker, an eyewear company, took advantage of old-school PR when starting out. They collaborated with a brand consultancy to increase their PR efforts. 

With the help of the consultancy, they were featured in GQ and Vogue. After the feature, the company fully sold out its inventory and had a 20,000-person waitlist. It gave the company an amazing start, and it has now reached a $3 billion valuation.

12. Invest in SEO

For any eCommerce brand, investing in SEO is the long-term game. While it doesn't give results immediately, it helps to consistently gain organic traffic. SEO helps you reach the right audience. 

By optimizing your website for relevant keywords, you will attract potential customers who are already looking for similar products. You can define your content strategy and identify relevant keywords to get started. 

How Etsy gets ~100 million site visits every month | SEO success story

Source: Ahrefs

Etsy consistently creates shopping guides for customers, targeting relevant keywords that show how their products would be a perfect fit for the occasion. 

Further, they have also optimized the pages for speed and good-quality images. With all the investment in SEO, they get consistent ~100 million site visits every month valued at $14 million. 

Etsy blog

Promote Shopify Store with Plivo

With direct integrations available with Shopify, Plivo CX helps you reach your target consumers via SMS, email (upcoming), and WhatsApp (upcoming) campaigns. 

The platform, with its single window pane for multiple channels and self-service chatbots, is also extendable to the support teams, so you can attract new customers, consistently engage them, and provide excellent customer service via an all-in-one platform.  

You can also quickly launch campaigns with pre-built templates or create new campaigns quickly with our AI-powered copywriter. Our Audiences feature also helps segment customers effectively based on their online behavior, engagement levels, and purchase history and create well-targeted campaigns.

 Sign up for a free trial to increase the reach of your Shopify store.

Aug 28, 2024
5 mins

Best Shopify Apps to Increase Sales for your Ecommerce Store

Use these Shopify apps to automate operational and marketing tasks and increase sales for your business.

Shopify Marketing

Running a Shopify store is easier said than done. More so, when you have to regularly manage tasks such as updating product listings, handling customer inquiries, and executing marketing campaigns, to name a few. 

These small tasks add up, taking focus away from your most important job—making sales.

Missing sales due to slow responses or not knowing the latest trends can really hurt your online business. However, Shopify apps can help solve this problem. These robust tools are designed to automate, optimize, and streamline various aspects of your ecommerce store operations. 

But among the thousands of apps available, which tools do you need to use to improve customer experience, increase sales, and simplify store management? Which tools can help you maximize your ROI on the platform?

To help you get started, we’ve compiled 11 top-performing Shopify apps that can propel the sales of your ecommerce store. Remember, each of these apps has a unique use case that can amplify a specific aspect of your ecommerce business.

Let’s dive right in!

Why do you need Shopify apps to increase sales?

Here’s how Shopify apps can help you grow your sales figures:

1. Enhanced customer experience

Shopify apps provide personalized recommendations to automated customer service chatbots. These apps ensure customers enjoy a smooth and engaging shopping journey, leading to enhanced customer experience.

2. Streamlined operations

They help streamline routine operations like inventory management and order fulfillment, reducing manual work and minimizing errors. 

3. Effective marketing strategies

Shopify apps offer a range of marketing solutions, from automated email campaigns to social media content creation. They also automate the content creation process and provide analytics to track performance metrics. 

4. Data analytics and insights

With the apps, you can better understand your customers' behavior and your store’s performance. They provide powerful insights to track key metrics and identify trends. With these insights, you can properly optimize your store and align marketing efforts better.

5. More conversions

These apps are designed to help you achieve this by optimizing various aspects of your store. They provide SMS marketing automation to capture attention, interactive quizzes to recommend products, and pop-ups that capture leads. All these activities combined will help you increase sales for your Shopify store. 

11 best Shopify apps to increase sales for your ecommerce store

1. Plivo CX - to automate emails and SMS

Plivo CX is an all-in-one, AI-driven ecommerce marketing automation platform designed to help Shopify brands automate their email, WhatsApp, and SMS campaigns

It seamlessly integrates with your Shopify store and allows you to share personalized messages through its premium carrier network, which is spread across 200+ countries. With Plivo CX, you can send the right messages to the right customers at the right time.

Key features:

  • Two-way messaging: Engage with your customers in interactive SMS conversations, powered by Plivo’s premium carrier network with low latency. The two-way messaging feature provides real-time communication and improves customer engagement
  • Automated workflows: Set up automated workflows through a drag-and-drop builder, without any coding 
  • Audiences: This feature helps you gather all your customer information in one place. You can easily segment customers based on their interests or how they shop on your site. Then, you can send them super-relevant messages to engage with them effectively
  • Journeys: Identify key events to trigger messages and multi-step campaigns to meet customers where they are in their journeys. You can also control the timings of these messages. For example, you can start a journey based on an abandoned cart, wait for three days and then send a personalized message to nudge them to buy
  • Campaigns: Launch and manage SMS and email campaigns from a single platform. Simply select your audience, choose your preferred channel, and create and schedule your message. Also, track key metrics to measure ROI and campaign effectiveness, optimizing your strategy for maximum return.
  • Copywriter AI: Utilize AI-driven tools to generate compelling copy for your messages. The AI Copywriter ensures that your content is engaging and professional with a high TAT

Pricing

  • Free: for up to 1,000 contacts and 3,000 engagement credits
  • Starter: $19 for up to 5,000 contacts and 15,000 engagement credits
  • Growth: $75 for up to 25,000 contacts and 90,000 engagement credits
  • Pro: $199 for unlimited contacts and 270,000 engagement credits
  • Enterprise: Contact sales for customized pricing

2. OptinMonster - to automate emails

Source: OptinMonster

OptinMonster is a powerful lead-generation tool that offers a range of customizable pop-ups, slide-ins, and opt-in forms to capture emails. It also comes with an intuitive drag-and-drop builder that allows users to create compelling campaigns without coding

Key features:

  • Exit-intent technology: It detects user behavior and displays targeted messages just before they leave your site. This helps you reduce bounce rates and recover abandoning visitors
  • A/B testing: You can test different form designs and messages to find the most effective versions. This gives you real data to optimize your campaigns
  • Page-level targeting: It shows personalized messages based on visitor behavior and specific pages they visit
  • Integrations: OptinMonster connects with popular email marketing services and CRM tools like Mailchimp, Constant Contact, HubSpot, and Salesforce. This ensures that captured leads are automatically captured into your marketing system

Pricing:

  • Basic: $9.97/month when billed annually
  • Plus: $19.97/month when billed annually
  • Pro: $29.97/month when billed annually
  • Growth: $49.97/month when billed annually

3. PushEngage - for push notifications

Source: PushEngage

PushEngage is a push notification tool for sending personalized messages directly to your subscribers' browsers. Its easy-to-use interface allows you to quickly set up and manage your push notification campaigns.

Key features:

  • Auto-responder: It creates a series of automated notifications to engage new subscribers. And keep your audience engaged
  • Triggered notifications: It sends notifications based on user behavior, such as browsing history or cart abandonment, to make messages more relevant
  • Segmentation: It segments your audience based on various criteria, such as location, interests, and behavior, so that you can send highly targeted messaging
  • A/B testing: It lets you experiment with different notification messages to determine the most effective approach
  • Detailed analytics: It lets you access in-depth reports on notification performance, including click rates and conversions. This gives you insights into your campaign’s success and areas for improvement

Pricing:

  • Starter: Free
  • Business: $9/month
  • Premium: $19/month
  • Growth: $39/month

4. OctaneAI: Advanced quiz maker - to create quizzes 

Source: OctaneAI

OctaneAI is a robust tool that creates engaging quizzes to help you gather valuable customer data on your website. You can build customized quizzes that can recommend products, collect email addresses, and provide insights into customer preferences.

Key features:

  • Conversational interface: Create interactive, conversational quizzes that mimic a real conversation to make the quiz-taking experience more enjoyable
  • Product recommendations: Use quiz responses to suggest products tailored to each user’s preferences, offering personalized shopping
  • Dynamic lead capture: Collect email addresses and other contact information during the quiz. Builds your email list while providing value to your customers through personalized results
  • Conditional logic: Implement conditional logic to guide quiz takers through different paths based on their answers 
  • Shopify integration: Seamlessly integrates with Shopify to sync quiz data and automate workflows 

Pricing:

  • Octane: $50/month for 20 engagements
  • Octane Plus: $200/month for 1500 engagements
  • Enterprise: Starts at $500

Source: Octane AI

5. Outfy - to automate social media content creation 

Source: Outfy

Outfy is a social media automation tool that helps you create and schedule social media content for your ecommerce store. It supports a wide range of social media platforms such as TikTok, Instagram, Facebook and Pinterest. 

Key features:

  • Creative templates: Access a variety of customizable templates for different social media platforms to make your posts more visually appealing and optimized for each platform’s requirements
  • Animated GIFs and videos: Create and post animated content to attract more engagement 
  • Hashtag suggestions: Provides relevant hashtag recommendations based on your content and trends so your posts are easily discovered by your target audience
  • One-click publish: Instantly share your content across multiple social media platforms with a single click. It simplifies the publishing process and ensures you always post on time 

Pricing:

  • Trial: free (with limitations)
  • Starter: $20/month
  • Pro: $40/month
  • Ultimate: $70/month
  • Enterprise: $120/month

6. Instafeed - to automate Instagram content creation

Source: Mintt Instafeed

Instafeed is another content creation tool that automates the display of your Instagram content. It’s specially designed for Instagram, so it rapidly integrates your Instagram feed with your Shopify website, making way for a formidable visual presence on the social media platform.

Key features:

  • Real-time syncing: Automatically update your store with the latest posts from your Instagram feed. So, your website content is always fresh and engaging without manual updates
  • Customizable feed layouts: Choose from various layout options, such as grid and slider layout, to match your store’s design and maintain a consistent aesthetic
  • Shoppable posts: Enable shoppable tags to link Instagram posts directly to product pages. This allows customers to shop directly from your Instagram feed
  • Hashtag feeds: Display posts from specific hashtags to create community-driven content sections 
  • Moderation tools: Approve or hide specific posts to maintain control over your feed’s content and ensure only relevant and appropriate content appears on your site

Pricing:

  • Starter: Free
  • Pro: $6/month
  • Plus: $20/month

7. PopSmart - to build pop-ups

Source: PopSmart 

PopSmart designs engaging and high-converting pop-ups for your ecommerce store. It offers various customization options and advanced targeting features to help you capture leads, increase sales, and reduce cart abandonment. 

Key features:

  • Smart targeting: Utilize advanced targeting options such as geolocation, device type, and traffic source to ensure your pop-ups are displayed to the right audience at the right time, enhancing effectiveness
  • Exit-intent technology: Triggers pop-ups when a visitor is about to leave your site. This reduces bounce rates and recovers potentially lost customers by offering timely incentives
  • Scroll-based triggers: Display pop-ups based on how far a visitor scrolls down a page. Engages users who show interest in your content, increasing the chances of conversion
  • Dynamic text replacement: Personalize pop-up content based on user behavior and preferences. Creates a more personalized user experience, leading to higher engagement and conversions
  • A/B testing: Compare different pop-up designs and messages to identify the most effective ones. Optimizes your campaigns based on real-time data, ensuring better results

Pricing:

  • Starter: free
  • Basic: $ 32.5/month 
  • Advanced: $57.5 / month 
  • Pro: $82.5/month
  • Expert: $132.5/month 
Source: PopSmart

8. Oberlo - to find trending products for your store

Source: Oberlo

Oberlo is a dropshipping app that allows you to find and import trending products directly into your Shopify store. It simplifies the process of sourcing products, managing inventory, and fulfilling orders so you can run your ecommerce stores efficiently. 

Key features:

  • Product sourcing: Access a vast marketplace to find trending and high-demand products. You get the latest and most popular items 
  • Real-Time inventory updates: Oberlo keeps your inventory synced with suppliers in real time to prevent overselling
  • Price automation: Set pricing rules to automatically adjust product prices based on your preferences
  • Sales and performance tracking: Monitor sales data and product performance directly within the app. You get insights into what products are performing well to make informed business decisions
  • One-click import: Import products directly from suppliers to your Shopify store with a single click to expand your inventory

Pricing:

  • Not mentioned on the website 

9. Bee Low Stock Alert - to keep track of your inventory

Bee Low Stock Alert is an inventory management tool that helps Shopify store owners keep track of their stock levels. It sends timely notifications when your inventory is running low, allowing you to restock products before they run out.

Key features:

  • Customizable alerts: Set custom low stock thresholds for individual products and receive alerts via email or Slack. This reduces the risk of stockouts
  • Multi-location support: Track inventory across multiple locations or warehouses
  • Variant-level alerts: Monitor stock levels for specific product variants. For example, if you sell a T-shirt that comes in multiple sizes (small, medium, large) and colors (red, blue, green), you can set alerts for when the stock of red T-shirts in medium size falls below 10 units
  • Daily stock summary: Receive a daily summary of your stock levels to stay updated on your inventory status
  • Historical data: Access historical stock data to analyze trends and predict future inventory needs

Pricing:

  • Starter: free
  • Professional plan: $5.99/month
  • Advanced plan: $11.99/month 
  • Enterprise plan: $39.99/month 

10. Google Channel - syncing your product information to Google

Source: Shopify App Store

Google Channel is an integration that connects your Shopify store with Google's merchant services. It allows you to sync your product information seamlessly with Google. This integration helps you list your products on Google Shopping, making it easier for potential customers to find them through Google search and advertisements.

Key features:

  • Automated product sync: Automatically sync your product listings, descriptions, and prices with Google Merchant Center. This ensures that your product information is always accurate and current on Google
  • Google smart shopping campaigns: Leverage Google's machine learning to optimize your ad placements and bidding. This will increase the visibility of your products and drive more targeted traffic to your store
  • Multi-country and multi-language support: Easily expand your reach by listing your products in multiple countries and languages to tap into international markets 
  • Performance tracking: Monitor the performance of your products on Google Shopping and other Google services. It provides insights into how your products are performing and helps you make data-driven decisions 

Pricing:

  • Google Channel is free to integrate with your Shopify store, but additional costs may apply to Google ads. 

11. Plug in SEO - to optimize your site for SEO

Source: Shopify App Store

Plug In SEO is designed to enhance your website’s position on search engines. It identifies SEO issues, provides actionable recommendations, and helps implement changes to improve your site's visibility on search engine results pages. 

Key features:

  • SEO audits: Conduct site audits to identify SEO issues and improvement opportunities 
  • Structured data support: This service adds structured data (schema) to your site to improve search engine indexing and rich snippets 
  • Bulk editing: Edit bulk SEO attributes like meta titles, descriptions, and alt texts. This saves time and ensures consistency across your entire site
  • SEO template editor: Create and apply SEO templates for product pages, collection pages, and blog posts. This way, you can optimize large volumes of content quickly
  • Keyword suggestions: Provides keyword suggestions and tracking to help you target the most effective keywords 
  • Performance tracking: Monitors your site's SEO performance and provides detailed reports 

Pricing:

  • Small store: $29.99/month
  • Medium store: $49.99/month
  • Large store: $79.99/month

Choose one of the best Shopify apps to skyrocket sales

Each of these Shopify apps helps you increase sales by automating a unique task for your ecommerce store. But truth be told, many do not prefer such disjointed resources while operating their store’s marketing activities. 

If you’re looking to automate SMS marketing or email marketing from a single platform, you can go for Plivo CX.

As noted above, the platform leverages Plivo’s own premium carrier network spread across 190+ countries. On top of this, you get access to segmentation features like Audiences that segregate your customers into specific groups. Subsequently, you can use Journeys to send highly targeted messages based on triggers. 

Plivo CX also helps you quickly generate engaging messages with Copywriter AI. Not only that, once you’ve lanched your campaign, you can continuously monitor your marketing strategy performance with detailed analytics. 

Request a demo today! 

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
Comparison

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.

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