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Featured

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.

Source

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

Source

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 

Source

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

Source

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 

Source

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  

Source

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.

Source

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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Jun 19, 2025
5 mins

RCS Marketing 101: Your Complete Guide

Discover how RCS marketing delivers rich, branded messages that drive engagement for your business.

SMS marketing works, but let’s be honest: it feels a bit outdated compared to modern apps.

But what if you could send rich, interactive messages with branded content, images, buttons, and carousels straight to your customers’ native messaging apps?

Rich communication services (RCS) makes that possible.

If you’re ready to explore how RCS marketing can transform your engagement strategy, this guide will walk you through everything you need to know. Let’s get started.

What is RCS marketing? 

RCS marketing uses rich communication services to send interactive, branded messages through a customer’s default messaging app. It’s a modern upgrade to SMS that lets businesses share images, buttons, carousels, and more — all without needing third-party apps.

A user on Reddit summed up this perfectly:

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

RCS lets you send messages that are visually branded with logos and colors while remaining interactive. This turns static updates into an app-like experience inside a message.

This shift is part of a broader industry move, led by Google and backed by major mobile carriers, to upgrade messaging infrastructure and make RCS the default standard on Android devices.

As support continues to grow, businesses are adopting RCS as part of their customer engagement strategy. Platforms like Plivo make that adoption easier with a reliable, enterprise-grade gateway to deliver rich, reliable RCS campaigns at scale.

RCS vs. SMS marketing: A quick comparison

Marketers today are looking for ways to deliver more interactive and visual communication, and RCS is clearly leading the way.

While SMS still works well for simple alerts, it lacks the creativity and engagement that RCS marketing offers.

Let’s take a quick look at RCS vs. SMS marketing.

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

4 key benefits of RCS marketing

RCS marketing makes messaging feel more natural for both you and your customers. And since you can see what’s working and what’s not, it’s easier to pivot your strategy and get better results.

Here are its four key benefits.

1. Improved user interaction

One of the biggest advantages of RCS marketing is how seamless it makes the experience for your customers. Instead of typing out replies or clicking a link to open a website, users can just tap a button right inside the message.

Want them to book a demo, check order status, or browse products? It’s all possible with just a tap.

Fewer steps mean less effort, and that leads to more people following through. In fact, individuals spend up to 37 seconds engaging with RCS messages, which is a lot longer than most other types of mobile messaging.

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

That extra time and interaction can make all the difference when you’re trying to convert interest into action.

2. Consistent brand experience

RCS marketing doesn’t just tell people who you are — it shows them.

Verified business profiles help people know they’re getting messages from the real brand. Every message shows your brand’s logo, name, colors, and a checkmark. These small details make it clear that the message is coming from a genuine source.

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

This consistency matters because 88% of people are more likely to buy from a brand they trust.

3. In-depth analytics

With RCS marketing, you can track open rates, button clicks, and how people interact with each part of your message.

You get clear visibility into what’s working and where users are dropping off. 

This makes it much easier to measure the return on investment (ROI) and fine-tune your campaigns. The more you understand how people engage, the better you can shape your messaging for results.

4. Higher conversion potential

RCS marketing makes it easier for customers to take action — whether that’s browsing products, booking a service, or making a purchase — all within the message itself.

With fewer clicks and no need to switch apps, the path to conversion feels effortless. And when it’s that easy, more people follow through.

For example, EaseMyTrip used RCS to run a post-COVID travel survey. They added quick-tap answer options and followed up with a thank-you coupon. The campaign saw a 4x higher click-through rate than email, 10x more survey completions, and a 2.7% increase in conversion rate.

5 major use cases of RCS marketing

Here are five major use cases showing how brands are using RCS marketing effectively.

1. Product promotions

RCS makes product promotions feel more like browsing a store than reading a message. Brands can send image carousels that customers can swipe through to explore new arrivals, check product details, and see what’s available without leaving their messaging app.

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

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

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

2. Abandoned cart reminders

The average cart abandonment rate is over 70%, which means most shoppers never make it to the finish line. RCS marketing can help bring them back by making the reminder more engaging and easier to act on.

You can send a message that shows exactly what they left behind, along with a clear button to complete the purchase. It’s visual, straightforward, and the entire experience stays within their messaging app.

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

3. Appointment confirmations and reminders

A PhD thesis from Manchester Metropolitan University found that forgetfulness is the most common reason people skip their appointments.

RCS makes it easier for both businesses and customers to stay on the same page. You can send a message that shows the appointment details along with a simple calendar view. Add buttons to confirm, reschedule, or cancel — all within the chat.

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

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

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

4. Customer surveys and feedback

Getting feedback is important, but most customers lack the time or patience to complete lengthy forms. RCS marketing makes it easier by allowing brands to ask short, targeted questions and receive quick responses.

Plus, the rich features of RCS let you include images, ratings, or multiple-choice options, making feedback feel more like a conversation.

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

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

5. Customer support follow-ups

After a support request is resolved, following up shows customers you care and helps close the loop on their experience. But if the follow-up message gets buried in an email inbox or goes unnoticed, that opportunity to connect is lost.

With RCS marketing, you can send a quick message to check if everything’s working fine. You can include helpful buttons like “Change Password,” “Manage Account,” or “Talk to Support.”

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

RCS marketing myths and realities

Despite RCS marketing’s growing adoption and proven results, some common misconceptions still hold businesses back from trying it. Let’s look at a few of the biggest myths and what’s actually true.

Myth 1: RCS marketing is too expensive

At first glance, RCS business messaging can seem like a pricey upgrade. Rich visuals, tap-to-action buttons, and branded layouts look premium, so it’s easy to assume they come with a hefty cost.

But cost alone doesn’t tell the full story.

What you get in return matters more. RCS drives significantly stronger engagement with higher click-through rates, increased interactions, and better overall outcomes.

Take Club Comex, the loyalty program of North American paint brand Comex. They sent two rich and interactive RCS campaigns to their members and saw a 10x higher click-through rate, which helped increase revenue by 115%.

That’s the value side of the equation. Better targeting and richer content mean more people click, engage, and convert.

Myth 2: RCS marketing doesn’t reach enough users to be worth it

This concern made sense in the early days of RCS, when adoption was still catching up. But the landscape looks very different now.

In June 2024, the 12-month growth of RCS users reached 36.3%, showing faster uptake than other messaging channels. More Android devices support RCS by default, and it’s being rolled out across more networks globally. Even Apple has announced support, which means RCS is on track to reach a massive number of smartphone users worldwide.

With that kind of growth and widespread support, the hesitation around RCS is starting to fade. Brands can confidently invest in RCS marketing knowing it will connect with more customers than ever before.

Myth 3: RCS gets treated like spam and ends up ignored just like emails

Unlike email, RCS messages appear directly in the user’s primary messaging app alongside personal conversations. They include rich media and interactive elements, making them more engaging and less likely to be ignored.

This creates a more natural, conversational experience that drives higher open and response rates than traditional marketing channels.

Why choose Plivo for your RCS marketing needs

With RCS, you can turn simple messages into rich, branded conversations that feel more like chatting than broadcasting.

Plivo gives you the tools to make that shift without the hassle. From verified messaging to smart automation, everything works together to help you connect better and respond faster.

When combined with AI Agents and a unified customer data platform, RCS becomes more than just messaging. You can deliver personalized experiences at scale, automate everyday interactions, and keep conversations flowing without lifting a finger.

Here’s what you get with Plivo’s RCS API:

  • Real-time personalization: AI Agents tailor conversations using customer profiles and behavior triggers to improve engagement and conversions.
  • Multi-channel fallback: If RCS isn’t supported, messages automatically switch to SMS to ensure delivery and maintain consistent communication.
  • Conversational automation: AI Agents handle FAQs, process orders, schedule deliveries, and route complex queries within RCS.
  • All-in-one messaging platform: Manage RCS, SMS, WhatsApp, Voice, and more from a single dashboard.
  • Reliable performance: 99.99% uptime and global infrastructure keep your campaigns running smoothly.

With Plivo’s no-code tools, you can quickly launch AI-powered RCS messaging across channels and deliver a consistent customer experience from day one.

See how you can launch your first RCS marketing campaign with Plivo by requesting a demo today!

Jun 19, 2025
5 mins

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

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

Your customers are on WhatsApp but are your agents?

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

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

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

What is a WhatsApp AI agent?

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

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

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

What you need before setting up your agent

To go live with a WhatsApp agent, you need:

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

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

Optional but recommended integrations:

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

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

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

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

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

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

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

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

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

The goal is to build a WhatsApp AI agent that:

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

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

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

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

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

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

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

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

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

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

Depending on the customer’s reply:

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

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

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

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

Depending on the customer’s reply:

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

Step #3: Train your agent with AI

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

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

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

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

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

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

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

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

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

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

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

Plivo’s real-time dashboard lets you:

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

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

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

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

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

Plivo is purpose-built for WhatsApp AI agent deployment

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

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

Automate outcomes with WhatsApp agent setup in Plivo

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

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

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

Ready to get started? Request a free trial today!

Jun 19, 2025
5 mins

The Definitive Guide to Automating WhatsApp for Business

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

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

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

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

This is where WhatsApp automation steps in.

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

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

What is WhatsApp automation?

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

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

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

With WhatsApp business automation, you can:

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

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

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

Key benefits of WhatsApp automation

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

Reduce manual workloads and response times

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

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

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

Result: Faster response times and more efficient workflows.

Increases the scalability of customer interactions

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

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

Enhances customer experience through personalization

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

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

End result: Higher customer satisfaction and increased loyalty.

Cost-effectiveness compared to manual processes

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

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

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

5  popular use cases of WhatsApp automation across industries

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

1. Customer support

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

Example messages:

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

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

2. E-commerce operations

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

Example messages:

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

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

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

3.Marketing and lead nurturing

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

Example messages:

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

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

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

4.Event management and invitations

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

5.Appointment scheduling and reminders

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

Example messages:

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

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

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

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

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

Step 1: Define your use cases and goals

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

Set clear, measurable goals like: 

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

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

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

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

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

Step 2: Choose the right WhatsApp business API provider

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

  • Robust CRM integrations
  • Audience segmentation
  • Flexible automation workflows

These capabilities simplify your communication and scale your efforts efficiently.

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

With smart tagging and grouping, you can:

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

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

Step 3: Set up your WhatsApp business account

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

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

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

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

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

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

Step 4: Create and submit message templates

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

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

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

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

Step 5: Build automation workflows

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

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

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

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

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

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

Step 6: Test, launch, and optimize

Start with a pilot campaign to ensure everything runs smoothly.

Track key metrics:

  • Response time
  • Open rate
  • Conversion rate

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

Best practices for WhatsApp automation 

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

Tips for optimizing messaging frequency and timing

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

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

Leverage data analytics for campaign performance 

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

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

Compliance and customer privacy protection

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

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

Enhance customer communication with Plivo’s AI WhatsApp automation

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

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

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

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

Here’s how Plivo can enhance your customer communication:

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

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

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

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

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Jan 8, 2024
5 mins

What is SMS Pumping: Plivo’s Quick Guide

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

SMS

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

What is SMS pumping?

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

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

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

Real-World Impact: The Twitter Case

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

How does SMS pumping work?

The process typically unfolds as follows:

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

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

Signs Your Business Might Be a Target

Be vigilant if you notice:

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

Preventive Measures: Safeguarding Your Business

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

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

Plivo’s Solutions to SMS Pumping

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

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

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

Nov 28, 2023
5 mins

A new and improved 10DLC console experience

Check out our updated 10DLC console experience which enhances visibility into your brands and campaign submissions | Plivo

10DLC

At Plivo, we’re focused on making the 10DLC registration process as simple for our customers as possible — we’ve even won some awards in the process. Today, we’re excited to bring you an updated 10DLC console experience that gives you even more visibility into the entire brand and campaign registration process.

What’s new in the console experience?

Now you can view all the information you’ve submitted, including the sample messages provided to the carriers. In the event that your campaign is declined, you can see the error code and the reason for rejection. This enhanced visibility simplifies the process of fixing and resubmitting your campaign. Additionally, email alerts will instantly notify you of any status changes.

Let’s take a quick tour of what’s included in the console’s new profile, brand, and campaign screens.

Step 1: The profile screen

Profiles help Plivo understand your business and the types of messages you’ll be sending. Complete the profile section with your company information, details like your website URL and industry, and your EIN or Tax ID number. We also need a physical address and a dedicated contact. Once you’ve completed and submitted your profile, you’ll move on to the brand registration page.

Step 2: The brand screen

Start by selecting the profile you want to use for brand registration and providing details about the level of vetting you want the carriers to provide.

Then, give consent to share the required documents with The Campaign Registry (TCR) before you hit submit. Note that it may take up to a week for your brand to be registered. The results will show on this screen; you’ll also receive an email from Plivo notifying you when your brand has been approved or rejected.

STOP and review these campaign registration tips

Before you register your campaign in the console, take the following steps to avoid any issues or delays.

  • Review the costs associated with 10DLC campaign registration. Make sure you have a standard account with sufficient Plivo credits to cover these costs. Learn more here.
  • Campaigns can only be created for verified brands. Ensure that your brand is verified before creating a campaign.
  • The Campaign Registry (TCR) and carriers expect businesses to provide details in a certain format. Make sure you have reviewed our 10DLC registration guidelines.

Step 3: The campaign screen

When you’re ready to launch a new campaign, select the brand for which you want to create a campaign and provide the required details. Fill out the form and submit your campaign to the TCR.

All campaigns are manually reviewed by carriers; various aspects of the campaigns are examined closely. As a result, campaign reviews now take between six and eight weeks. You can check the status of your campaign registration in the console and you’ll be notified via email once it has been approved or declined.

You also link phone numbers within the campaign screen. Keep in mind that numbers can only be linked to a campaign that has been approved by carriers (the “Registration Status” should be “active”).

To link a phone number, click on the campaign you want and navigate to the “Numbers” tab for that campaign. You will be able to see the list of numbers already linked to that campaign, add new numbers , or upload a list of numbers via CSV. You can also unlink a number to make it available for use somewhere else.

Email notifications

Users can now set up email alerts for up to 10 recipients in Plivo’s console. Receive an email  each time a brand is registered, fails verification, or when a campaign is approved or rejected by carriers.

10DLC resources

10DLC registration is complex and there’s a lot to keep track of. Now, you can do it even more easily within the Plivo console. Check out our list of related resources below or contact our support team if you need help.

Oct 6, 2023
5 mins

10 Tips for Better Contact Center Management

Dive deep into the complete guide to contact center management. Explore pivotal roles, responsibilities, and 10 management tips that champion agent satisfaction and cultivate unparalleled customer loyalty.

Contact Center
Industry Insights

10 Tips for Better Contact Center Management

Contact centers have become essential hubs for businesses aiming to offer exceptional customer service, and each contact center needs a manager to steer the ship.

Mastering contact center management is foundational for fostering a strong customer service team, providing an unparalleled customer experience, and ensuring agent satisfaction.

What is contact center management?

Contact center management focuses on the comprehensive oversight of the center’s operations, from the technologies used in a business’ service motion to the performance of its agents.

Contact center management is a balancing act of ensuring customers have a positive experience while optimizing the performance and satisfaction of agents, and it’s the responsibility of contact center managers to maintain this equilibrium, ironing out any operational wrinkles and guiding their team towards consistent excellence.

Key contact center roles and responsibilities

Contact centers thrive on the synergy between managers and agents, each playing an indispensable role.

What is a contact center manager?

The contact center manager acts as the captain of the ship. They are responsible for training agents, establishing performance metrics, ensuring high-quality service, and creating a positive, productive work environment. The contact center manager’s leadership shapes the overall effectiveness and reputation of the contact center.

What is a contact center agent?

Contact center agents are the ship’s crew, keeping the ship running as it should and acting as the direct link between a business and its customers. Day in, day out, contact center agents interact with diverse customers, answering queries, solving issues, and ensuring each individual feels valued. Their expertise and demeanor directly influence customer perceptions and satisfaction.

10 Tips for effective contact center management

Tip #1: Train agents regularly

A well-informed agent is a game-changer. Continuous training ensures agents are updated with the latest products, industry practices, and communication strategies.

Organizing regular training sessions, like monthly product updates or communication workshops, can bolster agent confidence and equip them with tools for success, enhancing overall agent efficacy.

Tip #2: Use data to make decisions

Data serves as the compass for contact center improvements. By analyzing key metrics such as call durations, customer feedback, or response times, managers can pinpoint areas that need refinement.

This data-driven approach is vital for crafting strategies for success in contact center management and ensuring both agent and customer satisfaction.

Tip #3: Create a positive work atmosphere

The correlation between agent morale and customer satisfaction is undeniable. By cultivating a supportive and engaging work environment, you motivate agents to perform at their best.

Celebratory gestures, like ‘Agent of the Month’ awards or team outings, can uplift spirits and reinforce a sense of community.

Tip #4: Keep communication open

A transparent communication framework is the backbone of efficient operations. It’s essential for agents to feel they can voice concerns or seek guidance without hesitation.

This can be achieved through regular feedback sessions, an open-door managerial policy, and promoting peer interactions, fortifying trust and camaraderie.

Tip #5: Use the latest tech

Incorporating cutting-edge technology can revolutionize contact center operations. Tools like CRM systems not only make processes smoother but also offer agents a wealth of information about customers, allowing for a tailored, efficient service approach.

Embracing current technologies is integral to the modern strategies for success in contact center management.

Tip #6: Set clear goals

As a manager, it’s important to offer transparency in how your agent’s performance is being measured, and to provide attainable benchmarks for success. Clear goals act as roadmaps guiding agents toward exemplary performance.

By defining these benchmarks and revisiting them periodically, managers can provide a structured growth path, catering to agent satisfaction and ensuring they understand their roles and responsibilities.

Tip #7: Listen to customers

Customers’ feedback is invaluable. By actively seeking, analyzing, and implementing their suggestions, contact centers can drastically elevate their service quality.

Regularly engaging your customers and requesting feedback can offer insights into customer satisfaction, guiding refinements and adaptations in your customer service strategy.

Tip #8: Sharpen your skillset

The world of contact centers is dynamic. To stay ahead, it’s imperative to foster a culture of continuous learning and adaptability.

Encouraging agents to attend workshops, partake in courses, or simply share knowledge can invigorate the workforce, driving both personal and professional growth.

Tip #9: Stay flexible

Adaptability is an essential skill for contact center managers. As technologies evolve and customer preferences shift, the ability to swiftly adjust and modify strategies becomes crucial.

A proactive contact center manager always keeps an eye on these trends, ensuring their contact center remains agile and responsive.

Tip #10: Trust your agents

Empowering agents to make decisions not only boosts their confidence but also accelerates issue resolution. Granting them a degree of autonomy, like offering on-the-spot solutions within certain parameters, can streamline operations and significantly enhance the customer experience.

Conclusion

Effective contact center management is an intricate blend of strategy and people skills. Prioritizing both agent and customer needs is the key to unlocking success and growth. Study these contact center management tips and they’ll serve as a comprehensive guide for anyone aspiring to elevate their contact center operations and outcomes.

Looking to level-up your customer service motion? Our cloud contact center offers a simple workspace for customer service teams that seamlessly combines your customer conversations with your existing systems.

Set up some time with us to share your business needs and get started with a free trial.

Other articles you might be interested in:

Sep 25, 2023
5 mins

Top 100+ Customer Service Statistics and Trends in 2023

Discover top customer service stats for 2023. Gain insights on expectations, loyalty, privacy, channels, and trends to enhance your business.

Customer Service
Industry Insights

Top 100+ Customer Service Statistics and Trends in 2023

We’ve scoured reports from industry leaders and compiled a complete list of the most compelling customer support statistics that will up-level your customer service.

Table of contents:

  • 15 key customer service takeaways
  • What are customers willing to pay for
  • How poor customer service impacts your business
  • Creating customer loyalty through excellent service
  • The importance of privacy in customer service
  • How customer service varies by channel and medium
  • Even more ways that customer experience impacts your business
  • Links to studies

If you’re looking for more information on meeting the service needs of modern customers, don’t forget to check out our other content:

15 Key Customer Service Takeaways

When customers are willing to pay more for good service

16. ​​​​A significant 63% of Gen Z individuals are willing to pay a premium for a quality mobile experience (PWC).

17. Among those with an annual income under $50,000, 50% express a willingness to pay more for exceptional customer service, compared to only 19% who are unwilling (Hyken).

18. In a group of people earning over $100,000 annually, a substantial 66% state their willingness to pay more, while nearly 15% express unwillingness to do so (Hyken).

19. Nearly 70% of customers are open to paying more for a convenient experience (Hyken).

20. More than 40% of customers are willing to pay extra for the convenience of same-day delivery (PWC).

21. Convenience in delivery is a priority for over 90% of customers, who are willing to pay extra for this service (Hyken).

22. Only 15% of customers are willing to pay more for engaging design, and 12% would do the same for a great atmosphere (PWC).

23. A notable 72% of organizations have a clearly defined customer success strategy in place (Regalix).

24. Nearly 80% of business leaders affirm that customers spend more (34% on average) when they receive a personalized experience (Segment).

How poor customer service impacts your business

25. After encountering more than one negative experience, approximately 80% of consumers prefer doing business with a competitor (Zendesk).

26. It takes a total of 12 positive customer experiences to compensate for a single negative one, according to Ruby Newell-Legner’s “Understanding Customers.”

27. Across all industries, there is a 38% gap between customer expectations and actual service delivery (Hyken).

28. Only one in five consumers is willing to forgive a bad experience at a company with customer service rated as “very poor.” However, nearly 80% are forgiving if they rate the service team as “very good” (Qualtrics XM Institute).

29. A significant 78% of customers have abandoned a purchase due to a poor customer experience (Glance).

30. Approximately 70% of the customer’s journey is shaped by how the customer perceives their treatment (McKinsey).

31. If a problem is service-based, a customer is four times more likely to switch to a competitor (Bain and Company).

32. 61% of customers indicate they would switch to a competitor after just one bad customer service experience (Zendesk).

33. For 72% of customers, explaining a problem to multiple people results in a bad customer service interaction (Zendesk).

34. A noteworthy 79% of high-income households avoid brands for at least two years after a negative experience (Zendesk).

35. If they receive unfriendly service, 60% of customers would cease buying from a brand (PWC).

36. A staggering 96% of customers leave a brand due to poor customer service (Hyken).

37. When employees lack knowledge, 46% of all customers stop doing business with a brand (PWC).

38. Globally, 59% of consumers believe that companies no longer understand the human element of customer experience (PWC).

39. A significant 95% of customers share a bad experience with others, while 87% share a good customer service experience (Zendesk).

Creating customer loyalty through excellent service

The importance of privacy in customer service

50. A significant 88% of individuals trust companies that commit to not sharing their personal information without permission (Salesforce).

51. An overwhelming 92% of customers value companies that grant them control over the information collected about them (Salesforce).

52. Social media is employed as a data collection and analysis tool by 23% of businesses (Gartner).

53. An impressive 79% of customers are willing to provide relevant information about themselves in exchange for personalized interactions that immediately recognize and understand their needs (Salesforce).

54. For 56% of customers, sharing personal information in exchange for improved service is acceptable (Salesforce).

55. A solid 90% of people are more inclined to trust a company if it has a robust privacy policy (Salesforce).

56. A majority (63%) of customers would be more open to sharing their data if they truly value the service (PWC).

57. A significant 61% of customers feel that they’ve lost control over how their personal information is used (Salesforce).

58. Only 40% of customers trust brands to securely and responsibly handle their personal data (Segment).

59. Just 27% of customers have a complete understanding of how companies utilize their personal information (Salesforce).

How customer service varies by channel and medium

60. For 67% of customers aged under 40, the preferred mode of communication is texting (Hyken).

61. Chatbots are employed for customer service by 67% of organizations (Salesforce).

62. Among customers over the age of 40, the easiest means of communication for 66% is through telephone and email (Hyken).

63. Social media (preferred by 12% of customers) and websites (preferred by 10% of customers) rank as the least-preferred customer engagement channels (Regalix).

64. Agent consoles or computers are utilized for managing the majority (54%) of customer calls (Salesforce).

65. Simple issues could be addressed through interaction with a bot, according to 69% of customers (Zendesk).

66. An impressive 98% of customers make use of FAQ, help centers, or other self-service online resources (Zendesk).

67. Digital channels are the preferred mode of engagement for 57% of customers (Salesforce).

68. In comparison to in-store purchases, 53% of customers prefer buying products online (Salesforce).

69. On average, 35% of consumers find the self-service option highly important (Emplifi).

70. For simple matters, 65% of customers prefer self-service options (Salesforce).

71. Contacting customer service through social media is considered convenient by 67% of customers (Zendesk).

72. A substantial 76% of clients expect to receive a response within 24 hours when contacting a brand on social media (Sproutsocial).

Even more ways that customer experience impacts your business

73. Customer experience is a critical factor in purchasing decisions for 73% of clients (PWC).

74. A remarkable 90% of consumers trust a company that they’ve rated as “very good” to cater to their needs (Qualtrics XM Institute).

75. For 70% of customers, the awareness of sales interactions by service agents is pivotal in retaining their business (Salesforce).

76. The expectation that businesses know their unique needs and expectations is held by 63% of consumers, and 76% of B2B buyers share the same expectation (Salesforce Research).

77. Providing cutting-edge digital experiences is seen as necessary by 59% of customers to maintain their business relationships with companies (Salesforce).

78. Including personalized consumer experiences can improve your online conversion rate by approximately 8% (Trust Pilot).

79. An overwhelming 88% of customers today have higher expectations compared to the past (HubSpot).

80. While nearly 76% expect consistent interactions across departments, 54% believe that sales, marketing, and customer service teams don’t share information (Salesforce).

81. Understanding their unique needs and expectations is desired by 73% of customers (Salesforce).

82. A significant 76% of customers expect to engage with a customer representative immediately upon first contact with a company (Zendesk).

83. A friendly, welcoming service defines industry success for 48% of U.S. consumers (PWC).

84. A quick response to the initial inquiry impacts the choice of the company to buy from for 89% of clients (Zendesk).

85. The speed at which their problem is resolved defines good customer service for 69% of consumers (Zendesk).

86. For almost 80% of American consumers, the most important elements of a good customer experience are speed, convenience, knowledgeable help, and friendly service (PWC).

87. Company employees have a significant impact on the experience for 71% of customers (PWC).

88. The experience a company provides is as important as its products and services for 80% of customers (Salesforce).

89. 87% of companies believe that customer success programs have aided clients in adopting products and services (Regalix).

90. Customer support having access to the status of their most recent order is expected by 64% of Baby Boomers (Epsilon).

91. A satisfying experience with a company is reported by 77% of customers (Hyken).

92. Sales reps who understand their goals are more likely to be chosen by 84% of customers (Salesforce).

93. Poor quality of product or service leads a 34% decrease in continued customer purchases from a brand (Morning Consult).

94. The experiences with one industry influence the expectations for others for 62% of customers (Salesforce).

95. Loyalty is driven for 63% of customers when they receive a discount within an hour of interacting with a brand (Segment).

96. Personalization is attractive to 90% of customers (Epsilon).

97. A 5% increase in customer retention results in more than a 25% increase in profit (Bain & Company).

98. On average, customer service agents only ask for a customer’s name 21% of the time (Glance).

99. The pandemic has raised customer service expectations for 48% of clients (Zendesk).

100. Despite technological advances, 55% of customers believe we will still need support agents for positive customer experiences (PWC).

Enhanced customer service with PlivoCX

Looking to level-up your customer service motion? Our modern cloud contact center offers a simple workspace for customer service teams that seamlessly combines your customer conversations with your existing systems.

Set up some time with us to share your business needs and get started with a free trial.

Other articles you might be interested in:

References:

Sep 21, 2023
5 mins

What is toll fraud? How to use geo permissions to prevent toll fraud?

Toll fraud: Learn all about toll fraud, its impact on business, and effective strategies for toll fraud prevention.

Fraud Prevention

What is Toll Fraud?

Toll fraud is a type of telecommunications fraud in which unauthorized individuals or entities gain access to a private telecommunication system to make long distance, international, or premium rate calls without the knowledge or consent of the system owner. The motive is financial gain — criminals profit from the charges generated by these calls when they’re directed toward premium-rate numbers controlled by the fraudsters.

Business victims of toll fraud can face high phone bills. The Communications Fraud Control Association (CFCA) reports that in 2021, toll fraud caused $6.69 in global losses.

How to Use Geo Permissions to Control Toll Fraud?

Plivo can help protect your account from fraud by restricting the set of countries your account can call. If, for example, you intend to place calls to numbers in North America only, you can disable call routes to all other continents.

1. Managing Geo Permissions to Control Toll Fraud

To manage geo permissions, navigate to Voice > Geo Permissions on the Plivo console.

Here you’ll see a list of all countries. You can filter the list by selecting specific geographic regions or countries.

Geo permission configurations are applied immediately to all calls initiated via Plivo APIs and Dial XML.

2. Blocking Premium Numbers to Prevent Toll Fraud

You can also use geo permissions to block premium rate numbers — phone numbers that cost callers more than normal numbers. Area code 900 numbers in the US, for example, are premium rate numbers. Part of the premium charge is paid to the service provider, and that makes premium rate numbers easy to exploit for anyone whose numbers come from shady operators. These numbers can be exploited via traffic pumping, a type of toll fraud in which bad actors artificially inflate traffic to their premium rate numbers. When done across countries, this type of toll fraud is known as International Revenue Share Fraud (ISRF).

Most businesses never need to call premium rate numbers, so by default Plivo blocks calls to all phone numbers with high-risk prefixes as a way to prevent unwanted charges.

3. High-Risk Permissions for Toll Fraud Prevention

Plivo has identified thousands of premium rate and high-risk prefixes. You can export a list of these prefixes from the Voice > Geo Permissions > High-Risk Permissions screen of the Plivo console. Plivo regularly updates this list based on factors such as the rates associated with the premium numbers, call patterns, and third-party trends.

If you have a legitimate need to make calls to premium rate or high-risk numbers, you can request activation of high-risk permissions for your account or a particular subaccount by contacting our support team and providing them with details of your use case.

Strategies for Toll Fraud Prevention

You can take several steps to make it harder for criminals to take advantage of your account and your phone numbers for toll fraud. In addition to use geo permissions:

  • On the Voice page of the Plivo console, keep an eye on the usage summary to identify unexpectedly high call volumes.
  • In your applications, limit the number of calls going out to a destination number based on your use case. For example, suppose you’re sending out one-time passwords (OTP) for two-factor authentication. Most OTP use cases set a duration for which the OTP is valid. During this time, you can block calls triggered toward the destination number. For more generic use cases you can write logic to not make more than n calls per minute or per day. Calling limitation is use case-dependent, and you’re likely to be the best judge of how to implement it.
  • Secure your authentication IDs and tokens. Don’t push code that includes authentication information to public repositories. For mobile applications, follow the best practices recommended by the mobile OS.

Winning the battle against toll fraud

By using the tools Plivo provides and following best practices, you can fight toll fraud and avoid illegitimate charges.

Sep 18, 2023
5 mins

Plivo Streamlines 10DLC for Political Campaigns

A guide to how Plivo can help streamline 10DLC SMS registration for your political campaigns. Read along and find out how to get started today.

10DLC

Sending political texts is an art that requires precision, timing, and compliance. If the term “10-digit long code” or 10DLC is giving you nightmares, then you’ve probably already encountered some roadblocks as a result of the changing regulations.

Making the 10DLC process as easy for our customers as possible has been a big focus for the Plivo team — we’ve even won some awards to prove it. Here’s a guide for 10DLC specific to political campaigns including how Plivo can help streamline the process for you.

Why political campaigns need 10DLC

Engaging voters via text is one of the most direct methods to get your message across. However, with the increasing scrutiny over unsolicited messages and the need for carrier compliance, it’s crucial to get on the 10DLC bandwagon to send bulk SMS in a compliant way.

The carriers introduced 10DLC to combat spam and maintain trust in the SMS channel. With higher throughput rates and better delivery reliability, 10DLC ensures your message doesn’t get flagged or blocked, which is essential in the fast-paced world of politics. Before you send your first message, however, you must register the long codes you use as 10DLC numbers.

A different kind of campaign

10DLC terminology refers to brands and campaigns — just keep in mind it’s a different kind of campaign.

  • A brand is a business entity that a 10DLC number represents. In this case it’s the political organization, such as a political party, the campaign committees for candidates for federal, state or local office or a political action committee.
  • A campaign represents the type of messages the brand intends to send. The terms “campaign” and “use case” are often used interchangeably. Brands may run campaigns of several types, including fundraising, volunteer recruitment, or event update texts.

How to get started with 10DLC at Plivo

It’s important to note that Plivo doesn’t have a way for you to register political campaigns from our console so you’ll need to take a few steps on your own first to get your political campaign registered.

Start with The Campaign Registry

An organization called The Campaign Registry (TCR) vets and approves 10DLC requests on behalf of carriers.

  1. Visit The Campaign Registry’s site. Refer to their FAQ page to create a TCR account, then create a brand for your 10DLC campaign.
  2. Next, obtain a token from Campaign Verify, the political vetting partner for The Campaign Registry, and import it to your brand on TCR. Campaign Verify validates that campaigns are what they say they are, then creates authorization tokens that signal to The Campaign Registry, wireless carriers, and service providers that the campaigns have been verified. See the Campaign Verify FAQ page for more information.
  3. Once you’ve done that, create a political campaign on TCR, making sure to follow our 10DLC campaign registration guidelines so that telecom carriers don’t reject your campaigns.

Let Plivo take it from there

Submit a Plivo support ticket that includes your brand and 10DLC campaigns and ask us to import those campaigns to Plivo. When we do so, we’ll submit your SMS campaigns to the carriers. We’ll let you know when the carriers approve them, and then you can link numbers to your 10DLC campaigns and send messages using our SMS API. If a 10DLC campaign is rejected by a carrier, Plivo will share with you the reasons and our feedback; you can resubmit after addressing the issues. (Plivo can help if a messaging campaign is rejected for minor issues such as the phrasing of sample text messages, but not if you fail a carrier review for more substantive reasons, such previous violations on the part of your brand.)

The registration process can take two to three weeks, so plan accordingly. It’s also worth noting that Plivo customers on our discounted pricing agreements receive customized rates, guided onboarding, premium support, and a dedicated customer success manager assigned to your account.

Additional resources

Here’s a few additional resources that you may find helpful.

  • 10DLC fee overview — Visit the fee section of our 10DLC product page for more information. Fees include a one-time setup fee and ongoing monthly recurring fees for every 10DLC campaign registered in addition to standard messaging costs and carrier surcharge fees.
  • Consent requirements — Visit the consent section of our political texting guide for an overview on gaining consent and requirements for what to include in your messages.
  • Best practices — Visit our blog to learn more about examples and best practices to drive engagement with political texting.

In addition to 10DLC, Plivo also offers toll free and short code numbers, MMS, and voice call options for political use cases. Contact our sales team and include “political campaign” in the Detailed Requirements field along with your campaign website’s URL. Be sure to also indicate your expected monthly volume, so we can discuss our discounted pricing agreements with you if you’ll be sending a million or more messages a month.

Happy campaigning!

Sep 15, 2023
5 mins

How to Deal with Angry Customers: 12+ Tips that Always Work

Master the art of dealing with angry customers in Cloud Contact Centers. Explore 12+ actionable tips to reduce customer friction, foster loyalty, and transform challenges into opportunities for lasting positive impressions.

Customer Service
Customer Experience

Within a Cloud Contact Center where hundreds, if not thousands, of tickets flow in, managing angry customers isn’t a simple task.

Successfully navigating these situations, however, plays a critical role in fostering customer loyalty and reducing friction.

Dealing with Angry Customers

Imagine you’re a customer support agent in a bustling Cloud Contact Center. The phone rings, and on the other end is a disgruntled customer, venting about an unresolved issue they’ve faced multiple times. The pressure is on to pacify them and find a solution, all while maintaining the image and reputation of your company.

To sail smoothly through the stormy waters of customer complaints, we must take a look at what makes a customer angry in the first place.

What Makes a Customer Angry?

Every customer is different, with unique preferences and pain points. However, there are some common threads that seem to ignite frustration among the majority.

Understanding these can give agents a proactive edge in tackling issues even before they escalate. Here are some typical triggers:

  1. Unresolved issues: When a customer faces the same problem repeatedly without a clear resolution, it can lead to mounting frustration.
  2. Long wait times: We’ve all been here — nobody enjoys waiting, especially when they need immediate assistance. For customers seeking urgent support, prolonged waiting periods can heighten their agitation.
  3. Miscommunication: When promises don’t match deliverables, it’s a recipe for disappointment. Miscommunication can stem from ambiguous terms, misinformation, or even language barriers, leading to a mismatch in expectations.
  4. Feeling undervalued: Every customer, regardless of the size of their purchase or the frequency of their engagement, wants to feel important and valued. If they sense indifference or a lack of respect, it can rapidly sour their experience.

Understanding these triggers and the underlying concerns of your angry customer is a crucial step toward resolution.

How to deal with angry customers: 12 tips

Now that we’ve covered why your customers might be angry to begin with, we must take a look at how to resolve their frustrations.

Fortunately, there are time-tested and proven methods for dealing with upset customers that can turn a negative customer experience into a positive customer experience.

Tip #1: Listen Actively The foremost step is to listen. More than a solution, sometimes the customer just wants to be heard. Let them share their grievances without interruptions. For example, say, “I apologize and understand your concern. Please tell me more about your issue, so I can best help you.”

Tip #2: Empathize with Their Situation Show genuine concern for their issues. A simple statement like, “I’ve been there,” or, “I can imagine that was frustrating,” can bridge the gap between the company and the customer.

Tip #3: Stay Calm and Professional No matter how heated the situation, maintain your cool. Responding with calm reassures the customer. Instead of saying, “You’re wrong,” you might say, “Let’s find out what went wrong.”

Tip #4: Use Positive Language Focus on what can be done rather than what cannot. Instead of “We can’t immediately process your refund,” say, “We will process your refund within 48 hours.”

Tip #5: Offer Solutions, Not Blame Shifting the blame doesn’t help. Focus on finding a viable solution for the customer. Offer them a workaround if an immediate solution isn’t available.

Tip #6: Apologize Sincerely An honest apology can go a long way. “I’m truly sorry for the inconvenience you’ve faced,” conveys empathy and acknowledgment.

Tip #7: Offer Follow-Up Check-ins After resolving an issue, make a note to follow up with the customer after a day or two. This shows proactive concern and might prevent future grievances.

Tip #8: Stay Informed Know your product or service inside out. If you’re unsure about something, tell the customer, “Give me a moment. I’ll find out for you.”

Tip #9: Offer Alternative Solutions If a direct solution isn’t possible, offer alternatives. “Although X isn’t available right now, may I suggest trying Y?”

Tip #10: Stay Patient and Don’t Take Offense It’s essential to remember that the customer isn’t angry with you, but with the situation. Patience can help in understanding the core issue better.

Tip #11: Seek Feedback Post-resolution, request feedback. Simply asking “Is there anything else I can help you with?” or “How can we serve you better next time?” can provide key insights.

Tip #12: Document the Interaction Ensure that every interaction is logged and available for review down the line. This will help in future communications and will serve as a reference for recurrent issues.

More tips for dealing with angry customers

Bonus Tip #1: Avoid Over-Promising It’s crucial to set realistic expectations. If you cannot guarantee a resolution within a specific timeframe, don’t promise it. Instead, give a timeframe you’re sure you can meet, and if possible, try to exceed that expectation.

Bonus Tip #2: Use Their Name Personalize the conversation by using the customer’s name during the interaction. This small touch can make the conversation feel more human and let the customer know they’re not just another ticket number.

Bonus Tip #3: Continuous Training The world of customer service is constantly evolving. Regularly train your team on new tools, techniques, and soft skills. This ensures they’re always prepared with the latest knowledge to handle a variety of situations.

Reduce Customer Friction to Create Loyalty

Resolving a customer’s issue promptly can transform their experience from frustrating to fantastic. It’s all about the approach and perspective. A satisfied customer not only sticks around but also becomes a brand ambassador, spreading positive word-of-mouth.

Conclusion

Dealing with angry customers can be challenging, but with the correct approach, it can be turned into an opportunity to cultivate customer loyalty. Patience, empathy, and a problem-solving mindset can provide even the most irate customer with a positive customer experience.

Looking to level-up your customer service motion? Our cloud contact center offers a simple workspace for customer service teams that seamlessly combines your customer conversations with your existing systems.

Set up some time with us to share your business needs and get started with a free trial.

Other articles you might be interested in:

Pain Solution Gain
Need quick answers to simple questions Ex: return policy, store hours, reschedule appointment Self-service FAQ or automated chat response Fast issue resolution with no agent required but a record of that interaction is captured for data insights
Job situation will not permit voice call but can text Ex: work in a noisy environment but need to handle personal business WhatsApp or SMS capability Customer issue resolved via asynchronous channel and did not have to take leave / time away from work
Complex support issue requires voice call Ex: shoes arrived discolored Phone IVR routes to Returns & Exchanges department Hold time is minimal and customer speaks directly to the proper agent, call is recorded for quality and training, and minimal time in queue

Sep 14, 2023
5 mins

All about Telecom Fraud and How to Combat It

Telecommunication fraud: Learn about the types of telecom fraud and effective strategies to combat it. Protect your business and user information, partner with a reliable service provider like Plivo today!

Fraud Prevention

Telecommunications fraud costs billions of dollars each year — estimates put global losses from telecom fraud between $25-40 billion annually — and every business is a potential victim. That’s because every organization uses telecom services — voice calls, SMS, even website click-to-call — which means they’re targets for sophisticated criminals looking to exploit vulnerabilities and rack up unauthorized charges.

Types of telecom fraud

What constitutes telecom fraud? There are many common types of telecom scams.

  1. SMS pumping: This involves sending high volumes of SMS messages to premium rate numbers owned by the fraudster. They make money off the interconnect fees paid by the operator.
  2. International revenue share fraud (ISRF): Fraudsters hack into business PBX systems or cloud services and make expensive international calls that terminate on high tariff destinations. The revenue is shared between fraudsters.
  3. SIM box or SIM farm fraud: This uses SIM boxes with multiple prepaid SIM cards to terminate international calls as local calls, bypassing international rates.
  4. Subscription fraud: Getting postpaid connections using fake identities to make calls and default on payments.
  5. PBX hacking: Gaining access to enterprise phone systems to make unauthorized calls.
  6. Robocalls: Illicit robocalls may use your numbers without your consent, harming brand reputation.

Telecom fraud prevention

Fighting fraud takes the combined efforts of governments, carriers, cloud providers like Plivo, and businesses. A number of tools and techniques are available from each of these entities to detect and mitigate telecom fraud.

✔ Government measures

At the government level, in the last couple of years we’ve seen a mandate for the use of the STIR/SHAKEN framework for caller ID authentication to verify originating numbers and identify spoofed calls in the US and Canada. Information from STIR/SHAKEN gives individuals more information about whether they should pick up an incoming call.

Governments can take other measures as well. In addition to making it harder to spoof phone numbers, the UK government plans to ban cold calls on all financial products, and ban SIM farms, which criminals use as a way to bypass legitimate communications platforms to send thousands of scam texts at once. In India, officials are working on a bill to mandate that the identity of a person sending a message or calling be visible to the receiver irrespective of the platform used for communication.

✔ Carrier measures

At the carrier level, US carriers have mandated businesses register their brands and use 10-digit long codes (10DLC) for application-to-person texting over long codes — regular 10-digit phone numbers. Similarly, toll-free numbers must be verified before being used for texting, and short codes have to meet carrier-mandated conditions when they’re set up. All of these measures are designed to mitigate unwanted robocalls.

Carriers have several other tools at their disposal.

  • Real-time fraud management, in which carriers use AI and ML to analyze call patterns and identify fraud immediately through rule-based scoring.
  • Fraud analytics, which uses historical data to identify fraud trends, high-risk periods, and fraud hotspots through geospatial analytics.
  • Blockchain, in testing now by some operators, may provide immutable caller ID verification between networks.

✔ Service provider measures

Cloud providers help combat fraud by offering geo permissions to disable call routes to countries and regions in which a business has no presence, thereby avoiding potential ISRF. Plivo, for instance, lets you filter calls to specific countries and continents, and block high-risk voice network groups.

Service providers also offer tools businesses can use to lower the risk of fraud. Two-factor authentication (2FA) is a critical tool for keeping unauthorized individuals out of company accounts and away from company resources.

✔ Customer measures

As a business you can adopt several practices on your own to counter telecom fraud:

  • Work with telecom providers to implement STIR/SHAKEN caller authentication and trace back spoofed calls originating from your numbers.
  • Use CAPTCHA as appropriate to deter bots from exploiting systems.
  • Conduct regular dark web scans to check whether any numbers you use are being sold to scammers.
  • Deploy tools to block high-risk traffic identified through telecom fraud analytics.
  • Have your application server or content delivery network set rate limits by user, IP address, or device identifier, to prevent sending more than 1 message per n seconds to the same mobile number range or prefix. You can also limit call duration or the number of concurrent calls.
  • Monitor customer complaints about receiving robocalls/spam from your numbers.
  • Require 2FA for all account and data access. Confirm users’ email addresses and/or phone numbers before enrolling them in 2FA.
  • Audit telecom invoices frequently for unusual spikes.

✔ Individual awareness

All of those techniques can cut the risk of fraud for businesses and limit risks for their customers as well. However, individuals still have to stay alert and cautious to avoid being targeted by fraud that slips past all of the defenses. Number spoofing may be the most common scammer technique, in which fraudsters mimic legitimate numbers to socially engineer victims. Advanced telecom analytics solutions can help detect unusual calling patterns associated with these scams, providing an additional layer of protection.Another is Wangiri fraud, where scammers call phone numbers and hang up after one ring to bait recipients into calling back premium rate numbers. The more cautious your customers are, the less likely they are to become victims of telecom fraud.

Stay safe out there

Telecom fraud has been around for about as long as the telephone itself. As calling technology changes and evolves, so do scammers’ techniques. Businesses need to take advantage of layered fraud prevention provided by governments and carriers and continuously refine their own anti-fraud practices. With proactive participation from the business side, carriers can often trace, flag, and block fraudulent telecom activity being conducted over your platforms and numbers.

Plivo is committed to complying with all national and carrier regulations and best practices reducing telecom fraud. Our goal is to help you keep your customers safe from phone scams while controlling unauthorized telecom charges.

Sep 13, 2023
5 mins

Drive Engagement with Political Texting: Examples, Benefits, and Best Practices

Political text messaging examples: Boost engagement through political texting. Explore real-world political text message examples, highlighting their benefits and proven best practices.

SMS

Today, political engagement is no longer limited to print and broadcast channels. With the rise of mobile technology, SMS campaigns have proven to be a powerful tool for driving political participation.

Benefits of political text messaging

Using SMS as a communication medium offers several advantages for political organizations. Firstly, it allows for direct and instantaneous contact with potential voters, reaching them wherever they are. Whether you use them for sharing campaign updates, fundraising appeals, or mobilizing supporters for events, SMS messages provide an efficient and effective means of communication.

Secondly, SMS messages have a high open rate, ensuring that your political message gets seen. Unlike emails or social media posts that may go unnoticed, text messages are typically read within minutes of delivery. This high open rate increases the likelihood of your campaign message reaching its intended audience and driving engagement.

Lastly, by leveraging an SMS API from a trusted cloud communications provider, political campaigns can scale their efforts and reach a wider audience. An API allows for automated message sending, enabling campaigns to reach thousands or even millions of voters simultaneously. This scalability is especially crucial during election campaigns, where timely and targeted communication is essential.

Successful text message campaign examples

To understand the power of SMS campaigns, let’s explore some successful examples.

  • Mayoral campaign: One notable campaign comes from a mayoral candidate who utilized an SMS API to engage with voters. The candidate sent personalized messages to registered voters, highlighting their campaign promises and encouraging them to participate in local events. By leveraging SMS, the candidate was able to track the responses and engagement levels, allowing for data-driven decision-making and targeted follow-up communication.
  • Statewide ballot initiative: A campaign used SMS messages to educate voters about a proposed ballot measure and mobilize support. Through a series of informative and persuasive texts, the campaign was able to reach a broad audience and generate widespread awareness. The SMS API provided the necessary tools to track voter sentiment and adjust the campaign’s messaging and strategies accordingly.
  • Presidential campaign: A presidential candidate utilized an SMS API to engage with supporters across the country. By sending personalized messages with updates on campaign events, policy initiatives, and volunteer opportunities, the campaign was able to mobilize a vast network of dedicated supporters. The SMS API’s tracking capabilities allowed the campaign to measure engagement levels and adjust messaging strategies accordingly.
  • Local election campaign: A local election campaign used an SMS API to target undecided voters in key districts. The campaign sent persuasive texts highlighting a candidate’s qualifications, policy positions, and endorsements. Through the API’s segmentation capabilities, the campaign was able to tailor messages based on voter demographics, increasing the effectiveness of the outreach efforts.
  • Advocacy campaign: An advocacy group utilized an SMS API to rally support for a specific cause. By sending informative texts that highlighted the issue, provided resources, and encouraged supporters to contact their representatives, the campaign was able to generate significant grassroots mobilization. The SMS API’s analytics allowed the organization to track the impact of their messaging and adjust their strategies accordingly.

These examples demonstrate the versatility and effectiveness of SMS campaigns in political engagement. By leveraging an SMS API, campaigns can create personalized, targeted, and trackable messages that resonate with voters, ultimately driving increased engagement and support.

Best practices for creating effective SMS campaigns

Creating effective SMS campaigns requires careful planning and execution. Here are some best practices to keep in mind:

  • Opt-in only: Federal, state, and local regulations control how you can and can’t use text messaging in campaigns, and telecom carriers have their own regulations too. Before you start, find out how to comply with text messaging requirements.
  • Segment your audience: Divide your voter database into segments based on demographics, interests, or previous engagement levels. This allows for more personalized and targeted messaging, increasing the likelihood of engagement.
  • Craft clear and concise messages: SMS messages have character limitations, so make every word count. Use clear and concise language to convey your message effectively.
  • Include a call to action: Prompt your recipients to take action, whether it’s visiting a campaign website, attending an event, or donating. Including a clear call to action increases the likelihood of engagement.
  • Timing is key: Consider the best time to send your messages to maximize open rates. Avoid late-night or early morning messages that may disrupt recipients’ sleep.
  • Test and optimize: Continuously test different messaging strategies, timing, and calls to action to optimize your campaign’s effectiveness. Use the SMS API’s analytics to track engagement levels and make data-driven adjustments.

Scale your political texting with an SMS API provider

Implementing an SMS API for political engagement is a relatively straightforward process. First, you need to choose a trusted cloud communications provider that offers an SMS API service.

The pricing and features of SMS API for political campaigns vary among cloud communications providers. Choose a provider that offers a pricing structure and features that align with your campaign’s needs.

As for features, an ideal SMS API for political campaigns should offer message personalization, automation, analytics, and integration capabilities. These features enable campaigns to create targeted messages, automate their outreach efforts, track engagement, and integrate the SMS API seamlessly into their existing campaign infrastructure.

When evaluating different providers, consider your campaign’s anticipated SMS volume, budget, and desired features to make an informed decision.

SMS campaigns offer a powerful and effective means of driving political engagement. By leveraging successful text message campaign examples and following best practices, political organizations can create impactful SMS campaigns that resonate with voters and drive meaningful engagement.

Visit our guide on how to comply with political text messaging requirements in US elections for more details on how to get started with Plivo.

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