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

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

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

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

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

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

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

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

Personalization capabilities
Customers want quick, personalized responses to their queries, unlike complex IVR systems that frustrate them with lengthy menus. An AI voice agent offers contextual conversations, adapting to the user’s intent. It detects speech cues, skips irrelevant interactions, and also transfers calls to the right agent.
Hence, when comparing voice agents to IVRs, the bot's ability to offer personalized interactions like a human outshines communication systems that follow even the best IVR practices.
Multi-language support
AI voice agents break down language barriers, supporting multiple languages to provide a more inclusive and accessible customer experience. Businesses can easily connect with diverse customer bases across the globe.
For instance, Plivo supports speech recognition in 27 languages and their regional variants.
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Integration with other platforms and services
AI voice agents easily integrate with platforms like customer relationship management (CRM) systems, Enterprise resource planning (ERP) tools, and ticketing software. They access and update customer data in real time to ensure accuracy.
These bots also pull relevant details, automate follow-up actions, and sync with communication channels like email or chat. This creates a personalized and consistent customer experience across all touchpoints.
Benefits of voice agents
Let’s now look at the benefits of AI voice agents.
Enhanced user experience
Many businesses have concerns over the quality of a voice agent for customer service. However, a voice agent answers queries quickly regardless of the time of the day. Speedy, reliable answers are important to providing excellent service, making voice agents an invaluable tool for businesses looking to improve customer satisfaction.
Additionally, businesses can:
- Handle routine queries and common tasks faster than human agents.
- Remove the need for users to navigate complex IVR menus.
- Manage high-volume calls without errors.
Better cost efficiency
An AI voice agent doesn’t just save time, it also saves money. It boosts user satisfaction and reduces support times by automating repetitive queries. This frees up staff for higher-value tasks, and interacting with customers after hours has improved lead conversion.
The direct benefits to businesses are:
- Reduces the need for a larger customer support team.
- Allows human agents to focus on complex, high-value inquiries.
- Engages users outside business hours to boost marketing return on investment (ROI).
- Lowers training costs and minimizes the risk of providing incorrect information.
Accessibility for users with disabilities
With over one billion people living with disabilities worldwide, voice agents make services more inclusive. They enable hands-free, accessible interactions, allowing customers with visual, motor, or cognitive impairments to engage with the business easily. This not only improves customer satisfaction but also broadens the company’s reach to a more diverse audience.
Data collection and analysis for improved services
Voice agents don’t just serve customers — they also gather insights. Use this data to analyze data and improve services, personalize marketing efforts, and make more informed business decisions.
24/7 availability
Unlike human agents, voice agents are always accessible. They ensure customers get help whenever they need it, contributing to a more consistent and reliable customer experience.
Future of AI voice technology
As IBM's data engineer, Chris Hay puts it, "We're entering an era where every mom-and-pop shop can have the same level of customer service as an enterprise." This statement captures the transformative potential of voice recognition technology.
AI voice chat applications benefit businesses of all sizes by delivering top-tier customer experiences. Tech giants are already paving the way. Microsoft has updated its Copilot AI with advanced voice capabilities, allowing it to handle complex queries with natural language reasoning, while Meta has introduced voice AI to its messaging apps.
AI voice assistants will move beyond smartphones, integrating into wearable devices like the recently unveiled Meta Orion augmented reality glasses. For businesses handling sensitive client relationships, this could mean smarter, empathetic bots that mirror the tone and approach of a human assistant.
Key upcoming trends:
- Hyper-personalization: Customized voices and targeted recommendations.
- Advanced problem-solving: Managing complex queries using natural language.
- Real-time analytics: Analyzing customer tone for deeper insights.
Yet, challenges remain. Arvind Rongala, the founder of a skill-management solution provider, shares, “There are still issues, especially with data privacy and ensuring interactions are human-like. In addition to resolving problems with bias in training data and regulatory compliance, businesses must strike a balance between automation and personalization. For example, adhering to GDPR regarding the storage of voice data can be challenging, but doing so is essential to fostering trust.”
Ultimately, businesses need to prioritize data security, explore multi-device integration options, and develop stronger contextual understanding for natural interactions.
Launch an AI voice agent with Plivo
Any scaling business needs a voice agent that's easy to integrate, globally accessible, and cost-effective without sacrificing quality.
Plivo checks all these boxes, offering seamless integration, seven global points of presence for low-latency interactions, and competitive rates starting at just $0.0040 per minute. It's ideal for businesses willing to scale while keeping operational costs in check.
In fact, Plivo can reduce operational costs by up to 40%.
Moreover, its commitment to reliability is backed by a 99.99% uptime guarantee, with failover capabilities that switch within two seconds if any disruptions occur.
You can launch voice agents with Plivo using just a few lines of code.
- Log in to your OpenAI Account: Secure your API key and RealTime API access.
- Log in to your Plivo Account: Sign up and get a voice-enabled number.
With integration options for leading speech-to-text (STT) and TTS providers like Deepgram and ElevenLabs, you can launch AI voice agents in multiple regions, including India, using local numbers.
Use Plivo-powered voice agents for:
- Personal shopping assistance: Offer personalized recommendations, go through product selections, and close sales.
- Healthcare automation: Improve patient outcomes with medication reminders, and appointment scheduling, and offer preliminary health assessments.
- Inclusivity in education: Break language barriers in learning with real-time translations and personalized tutoring across multiple subjects.
- Routine financial services automation: Provide instant account information, personalized financial advice, transaction processing status, etc. to customers.
With a 24/7 AI voice agent, your business can handle these tasks around the clock, ensuring that customers are never left waiting. Want to improve customer experience with Plivo? Contact us today.
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RCS Marketing 101: Your Complete Guide
Discover how RCS marketing delivers rich, branded messages that drive engagement for your business.
SMS marketing works, but let’s be honest: it feels a bit outdated compared to modern apps.
But what if you could send rich, interactive messages with branded content, images, buttons, and carousels straight to your customers’ native messaging apps?
Rich communication services (RCS) makes that possible.
If you’re ready to explore how RCS marketing can transform your engagement strategy, this guide will walk you through everything you need to know. Let’s get started.
What is RCS marketing?
RCS marketing uses rich communication services to send interactive, branded messages through a customer’s default messaging app. It’s a modern upgrade to SMS that lets businesses share images, buttons, carousels, and more — all without needing third-party apps.
A user on Reddit summed up this perfectly:

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

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

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

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

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

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

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.)
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.

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.
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.

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.

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

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

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

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.
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!

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.

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:
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.
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.
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.
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.
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.
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.
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.
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
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.
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:
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.

- 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.

- 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.

What is a Chatbot? 10 Benefits of Chatbots for Enhanced Customer Service
Chatbots help businesses automate their customer service motion and reduce time to ticket resolution. Learn about chatbots and how to implement them in this blog.
Chatbots have been making waves in the customer service industry, providing a range of advantages that can enhance the customer experience by reducing customer friction, increasing revenue, and alleviating pressure on human agents.
From providing 24/7 availability to offering personalized recommendations, chatbots have the potential to revolutionize the way businesses interact with their customers.
What is a Chatbot?
Put simply, a chatbot is a computer program designed to quickly respond to and assist customers with their questions. Whenever a customer initiates contact through a communication channel, a chatbot will attempt to identify and resolve the customer’s issue by offering solutions to common problems.
Modern chatbots like Contacto’s can even be configured to trigger customized workflows dynamically based on customer responses, enhancing your business’ ability to gather relevant information from your customers before they connect with an agent.
Benefits of Chatbots
We’ve compiled 10 benefits of chatbots, and tips for how you can use automation to enhance the customer service experience, while also alleviating pressure on customer service agents, increasing revenue, and creating repeat business:
- 24/7 Availability: Chatbots can provide 24/7 availability to customers, which is not always possible with human agents. This means customers can receive immediate assistance, regardless of the time of day or night. This can increase customer satisfaction and reduce the likelihood of negative reviews or customer churn due to unaddressed concerns.
- Quick Response Times: Chatbots are capable of responding to customer inquiries in seconds, providing instant answers and minimizing the waiting time for customers. This can reduce frustration and increase overall customer satisfaction, while also freeing up customer service agents to handle more complex issues.
- Cost-Effective: Chatbots can help companies save on labor costs, as they can handle a large volume of customer inquiries simultaneously. This can allow companies to allocate their resources more efficiently and effectively, while also reducing the need to hire additional staff to handle customer service inquiries.
- Reduced Pressure on Human Agents: Chatbots can handle routine inquiries, allowing human agents to focus on more complex issues. This can reduce burnout and turnover among customer service agents, while also increasing the likelihood of positive customer interactions.
- Improved Context for Issue Resolution: Chatbots can gather information from customers and provide context to customer service agents before the customer is transferred to a human agent. This can help agents provide more efficient and effective solutions, as they will have a better understanding of the customer’s issue before the interaction begins.
- Increased Revenue: Chatbots can increase customer engagement by providing answers to questions that prospective customers may have while evaluating your product. This can increase revenue and customer loyalty, while also improving the overall customer experience.
- Multilingual Support: Chatbots can provide support in multiple languages, making it easier for companies to expand into international markets. This can increase customer satisfaction and reduce language barriers for customers.
- Consistent and Accurate Responses: Chatbots can provide consistent and accurate responses to customer inquiries, reducing the likelihood of miscommunications or misunderstandings. This can increase customer confidence in the company and its products or services.
- Improved Data Collection: Chatbots can gather customer data and provide insights into customer behavior, preferences, and pain points. This can help companies improve their products or services, as well as their overall customer service strategy.
- Creating Repeat Business: A positive customer service experience, facilitated in part by chatbots, can create repeat business and increase customer loyalty. Customers who have had a positive interaction with a chatbot are more likely to return to a company for future purchases or services.
So we ask the question again: what is a chatbot? A chatbot is a useful self-service tool that is evolving the modern customer service experience by providing 24/7 availability, reducing the pressure on your human agents, and decreasing the time to ticket resolution for your customers.
The Importance of Self-Service in Customer Support
In our recent Leadership Talk on the Modern State of Customer Support, Plivo’s head of support Renu Yadav highlighted the importance of self-service tools:
“Self-service options are a great way to reduce the number of queries coming to support agents and allow them to focus on more complex problems. I also think that it is important to build an extensive FAQ section so that customers can easily find answers to common questions.
I also think that chatbots and AI can be valuable tools for customer support. They can provide instant, 24/7 support for simple inquiries or issues, and they can also gather initial information before escalating more complex issues to human agents.”
How PlivoCX’s Chatbot can automate your customer service
PlivoCX’s modern chatbot leverages advanced automation technology to enhance the customer service experience for businesses of all sizes. With features like 24/7 availability, quick response times, and multilingual support, Contacto’s chatbot is an excellent example of the potential that this technology can bring to your business.
By embracing chatbot technology in your contact center, companies can provide better customer service, reduce costs, and increase revenue, all while freeing up their human agents to focus on more complex tasks.
With the rapid advancements in AI technology, chatbots are only going to become more sophisticated and capable of handling even more tasks, making them an essential tool for any modern business looking to stay ahead of the competition.
So why wait? Start exploring the benefits of chatbots today and see how they can revolutionize your customer service experience.
Maintaining Our Commitment to Security: Plivo Renews SOC 2 Type 2 Compliance
SOC 2 Type 2 Compliance Renewal in Ensuring Data Security & Trust: Plivo complies with stringent standards to safeguard your information. Read to know more.
At Plivo, we’re steadfast in our dedication to stringent security measures, to ensure we offer our clients a trustworthy and robust Cloud Communication Platform as a Service (CPaaS). We’re pleased to share that we’ve renewed our SOC 2 Type 2 certification, which includes HIPAA controls.
Maintaining a strong security culture
The focus on security is at the heart of our operations, woven into the fabric of our services. Our security team continually improves our security controls, threat-mitigation processes, and monitoring systems. Everyone at Plivo knows that keeping your data safe is our highest priority; we’ve built our culture around that value.
Our SOC 2 Type 2 commitment
In 2022 we obtained our initial SOC 2 Type 2 report, which provided reassurance to our customers about us as a service organization handling, storing, and processing user data. The report not only confirmed the adequacy of our security systems and procedures, it also examined our operational effectiveness in adhering to these controls over time. The SOC 2 Type 2 certification underscored our commitment to data security.
Our SOC 2 Type 2 certification this year reaffirms our dedication to managing the critical data our clients entrust us with, and reaffirms our stringent controls across critical areas:
- Regular communication of changes to customers
- Robust internal access control to production environments
- Thorough system monitoring and ongoing risk assessments
- Reliable disaster recovery, data backup measures, and system availability
- Responsive system and security monitoring and incident response processes
- Effective employee onboarding and termination processes
These controls continue to evolve as we maintain the privacy and security of customer data and perfect our security systems.
Our security commitment: beyond a checkbox
We see our certification renewal as a testament to our ongoing commitment to you, our valued customers. It signifies our dedication to ensuring your data’s security and our unwavering efforts to keep improving. It isn’t just about ticking a box for us, but rather about living up to the trust you place in us.
We’re proud of our team’s hard work over the past year, and we’ll continue striving toward more robust security measures and accreditations in the future.
You can read more about our renewed SOC 2 Type 2 compliance, our security measures, and how we’re continually protecting your data on our security page.
Your security is always our top priority. We appreciate your trust in us.
Text Subscriptions: A Valuable Tool for Marketers
Know all about what are text subscriptions and how to use them. Read more about the benefits and use cases of text subscription at Plivo
If you can get customers and prospects to subscribe to informational updates from your business, you can build a brand loyalty bond that’ll be hard to break. The trick is to give people information they can use.
Text subscription is a service that businesses provide to send information via SMS to people who opt in to receive it — pretty simple. It’s the same concept as a newspaper or magazine subscription. Those businesses monetize subscribers by selling ads to people who want to reach them. Businesses that offer text subscriptions monetize their efforts by gathering contact information from people who might be current or potential customers, which they can use in campaigns or sales outreach.
Text subscriptions work so well because SMS is an ideal channel for marketing communication. Nearly everyone has a cell phone — 97% of Americans and almost 7 billion people worldwide — and everyone with a cell phone has SMS. Of course smartphone users also have access to apps, but you have to convince people to download them, and apps often include unwelcome trackers.
People look at 99% of text messages, usually within 15 minutes of receiving them. Email lacks the same immediacy, and open rates for email marketing messages are much lower than for SMS. SMS messages also have high engagement rates.
From a budget perspective, text messaging is incredibly affordable. Messages sent through Plivo cost half a cent in the US, and similarly low amounts elsewhere in the world, and you pay only for what you send — there’s no additional subscription cost to use the service.
What is a text message subscription?
Text subscription is a service that businesses provide to send information via SMS to people who opt-in to receive it — pretty simple. It’s the same concept as a newspaper or magazine subscription. Businesses use text message subscriptions for a variety of purposes, such as:
- Sending out coupons and discounts
- Announcing new products or services
- Sending appointment reminders
- Sharing breaking news or updates
Text message subscriptions are a great way for businesses to stay connected with their customers and keep them informed. They're also a convenient way for customers to receive information from their favorite businesses.
How to use text message subscriptions
Starting up a text subscription service is a bit of a chicken-and-egg problem. You need to create valuable content to gain subscribers, but there’s no point in creating content unless you have subscribers.
You will likely need to put time and effort into developing your text message subscription service for several months before you see a payoff. Don’t offer a subscription service unless you can offer something that recipients will value.
What kind of content provides value for subscribers? A subscription with a regular cadence can be anything you know a lot about and that they need to know about, too. You might be able to alert subscribers to something new about your product or industry.
Ideally, each text message should offer some actionable advice they can use to overcome some challenge or problem. You can also offer early access to new products or services, or first access to new content.
But your text subscriptions don’t have to be on a daily or weekly cadence. You can send text messages to opted-in subscribers with notifications about things like
- Flash sales
- Subscriber discounts or other special deals
- Surveys (make them short — ideally, a single question per outreach!)
- Shipping notifications
- Suspicious account activity
- Feature updates
Opt-in is critical.
Before you send a single message, you must get recipients’ permission to send them messages, even if you already have their phone number. That’s not just good advice — it’s probably the law. Different countries have different rules. In the US, the Telephone Consumer Protection Act (TCPA) covers opt-ins, while in Europe it’s the General Data Protection Regulation (GDPR).
You can obtain permission in several ways:
- Though a number provide via an online form
- Via text message that includes the opt-in keyword
- In-store, point-of-sale signup
- Opt-in button on a mobile web page
- Interactive voice response (IVR) opt-in via phone call
Give people a way to sign up at points they’re most receptive to interactions with your business, such as overall service signup and as part of the purchase process.
When people opt in, send a confirmation message that lets them know what to expect from the subscription. They should already know what kind of content to expect — that’s probably why they signed up. Let them know how often they can expect your messages and tell them how they can opt out, should they choose to. You should store recipient opt-in records electronically so you can show compliance if you’re ever audited.
And so is opt-out.
Make it just as easy for customers to opt out of a subscription as it is to opt in. Give recipients a keyword (such as STOP) they can send in reply to your messages to tell you to stop sending them texts. If they opt out, then the opt-out confirmation message you send in reply should be the last message they receive (until and unless they opt back in).
While getting permission is critical, opt-ins aren’t the only restrictions you should be aware of — additional regulations where you are might include things such as prohibited sending times.
Once your concept and your content are set you can let people know about what you offer. Post about it in your other channels: newsletters, social media, your website. Include samples of the kinds of messages you’ll offer so people can see the value of the service.
Best ways to use text subscriptions
The best way to use a text message subscription will vary depending on your business type and customer behavior. However, there are a few common ways that marketers have implemented text message subscriptions with success.
1. Promotions and discounts:
To increase sales and boost customer loyalty, send subscribers exclusive discounts or special offers. Use customer data to send personalized messages and offers, making the communication more relevant and effective.
2. Event reminders:
Notify your audience about upcoming events, sales, or new product launches to boost attendance and participation. You can also send appointment reminders to reduce no-shows or late arrivals.
3. Customer engagement:
Share valuable content like tips, tutorials, or product usage ideas, or collect feedback through surveys to improve products and services.
4. Loyalty program:
Keep subscribers informed about their loyalty points, rewards, and how they can redeem them.
5. Order updates:
Finally, build excitement for product delivery with real-time order status, shipping information, and delivery notifications to enhance the customer experience.
These are a few marketing-focused ideas, but there are dozens of other ways to use text subscriptions. Local governments use text subscriptions to send road closure notices, emergency alerts, and weather updates. Consider your business needs when you craft a strategy for your text subscription program.
How to send text messages using Plivo’s SMS API
Once you’re ready to talk to your subscribers, all that’s left is to integrate the sending process into your existing applications. Integrating SMS into your applications makes more sense than pasting together a messaging pipeline that relies on pumping your subscribers through a service like Zapier to an expensive texting service. We’ve created quickstart guides that show you how to send text messages using Python, Java, or any of five other web development languages. If you’re interested in the technical details, they’re a great place to start. You should also read up on best practices for text messaging.
With Plivo, you can automate reaching all your subscribers in bulk, or you can pick a subset of subscribers to reach out to, such as people in a single country or region or those who spend the most.
Plivo offers global reach, with the ability to text people in virtually every country on Earth. Plivo messages enjoy high delivery rates thanks to the Premium Communications Network we’ve put together over more than a decade. And we offer white glove support to make sure our customers are satisfied.
Conclusion
Ready to launch your own text message subscription? Get started with Plivo’s user-friendly SMS API. In five minutes or less you can start sending messages to your first subscribers. Learn more by requesting a trial of Plivo’s platform.
Focusing on Transactional SMS
Transactional SMS Service: Learn how transactional SMS can enhance customer engagement and drive business growth. Looking for a bulk transactional sms service provider?
SMS marketing typically involves promotional SMS — text messages that businesses send for marketing or advertising purposes to promote the company’s products or services. Promotional SMS can raise brand awareness, foster engagement, and promote ecommerce.
But in business, SMS is good for more than marketing. The flip side of promotional SMS is transactional SMS, and it’s the right communication channel for many use cases.
What is transactional SMS?
Transactional SMS involves sending automated messages to customers in response to an event or when triggered by a customer request or action. Transactional messaging examples include sending order confirmations, account balance notifications, real-time alerts, and one-time passwords (OTP) for two-factor authentication (2FA).
Customers prefer to receive such notifications via text message. SMS has the highest reach among communications channels: 91% of the global population has a mobile device. SMS boasts a 98% open rate, and 95% of people read their text messages within three minutes of receiving them. The low cost to send messages makes SMS a cost-effective communications channel.
Benefits of transactional SMS
But transactional SMS service isn’t good just for customers. It offers a host of benefits for businesses too.
- Improved customer engagement: Send important and timely information to customers keeps people informed and engaged with the brand. It fosters increased customer satisfaction and loyalty and can improve customer retention.
- Increased security: When used for OTPs and to send security alerts, transactional SMS helps protect accounts from unauthorized access and avoid fraudulent transactions.
- Real-time communication: Transactional SMS enables real-time communication, allowing businesses to send urgent or time-sensitive messages, such as booking confirmations, delivery updates, or appointment reminders.
A transactional SMS use case
One example of transactional messaging comes from Plivo customer LAZ Parking, which manages parking properties on behalf of lot and garage owners in the US. At the height of the COVID-19 epidemic, LAZ rolled out a touchless pay-to-park solution. But rather than forcing drivers to download an app, LAZ relied on SMS.
Each LAZ Parking lot posts a sign with a unique alphanumeric code. The sign tells drivers to text the code to a short code phone number. When the company receives a new text, it replies by sending a link that drivers can use to pay for parking using their mobile devices.
<img src=”/assets/dist/new-design/customers/laz/laz-text-to-speech.png” style=”display: flex; width: 50%; margin: 0 auto;” />
LAZ Vice President of Innovation Patrick Ryan found Plivo’s transactional SMS API to be an excellent fit for his company. He says, “This is a simple way to give customers access to mission-critical systems and get them to interact with them via their phone. Giving customers a link via text is far less technically complex than having to build your own app — an Android version, an Apple version — and distribute them in the app store. We can build our system how we want it, put a sign in a location, and get it up and running. It’s much more direct and simple.”
LAZ’s use case is an innovative example of how to take advantage of transactional SMS. Other common use cases include
- Booking confirmations — travel and hospitality business can send text to confirm a hotel room or a restaurant table.
- Order receipts — retails can offer SMS as a way for customers to get their purchase confirmations.
- Delivery status messages — stores and food service businesses can text customers to tell them to come and get it.
- Billing reminders — sometimes it pays to tell people that it’s time for them to pay.
- Appointment reminders — healthcare providers and service businesses can let people know they have plans to visit, to help avoid missed sessions.
- Service alerts, such as utility outages and flight delays — in unusual circumstances, an informative text can be reassuring.
Making it personal
When you use an SMS API like the one provided by Plivo’s cloud communications platform, you can tailor transactional messages to individual customers or segmented groups based on the data you have about them, enabling businesses to deliver more relevant and personalized content.
Whenever you need to provide valuable, timely information, consider text messaging. When you’re ready to get started, read our SMS Best Practices Guide for detailed texting considerations.
VoIP Calling: The Advantages Outweigh the Disadvantages
VOIP advantages and disadvantages: Discover the pros and cons of voice over ip to choose the best service for business communication.
New businesses today have abandoned the public switched telephone network (PSTN) in favor of voice over IP (VoIP). With VoIP, software converts analog speech into digital packets that are sent as data over the internet.
VoIP telephony has several advantages over the older generation of voice over copper wires.
- Cost-efficiency: VoIP services are less expensive than traditional phone lines. They’re just network connections, which means long-distance and international calls are no more expensive than calls across the street. While you can use desktop phones for VoIP calls, you don’t have to — that’s another savings. And VoIP services include features like caller ID, call waiting, and voicemail that traditional providers may charge for separately. Some VoIP providers offer features that old-school providers can’t, such as speech transcription.
- Scalability: It’s easy to add or remove VoIP lines — all it takes is a few clicks on a configuration console. That’s a big benefit for seasonal businesses, whose usage varies over the course of a year, while growing businesses can start small and expand as they grow.
- Resilience: In the event of a power outage or natural disaster at your primary place of business, you can easily redirect numbers to other locations or mobile devices.
- Flexibility: People with VoIP lines aren’t tied to a single location or a particular phone. They can take calls wherever they are, and on just about any networked device — laptop, smartphone, or dedicated IP phone. That’s a benefit for everyone in the organization who makes or receives calls. It’s especially useful for businesses with remote workers or multiple locations.
- Integration: In many cases, businesses can integrate VoIP lines with other business applications to improve workflow and enhance customer experience.
- Voice quality: Twenty years ago, VoIP calls often had lower voice quality than phone connections. Today’s VoIP services provide voice quality that’s as good as or better than traditional phone lines, provided there’s a good internet connection.
That last bullet raises an important point. While VoIP has many advantages, it relies on a company’s internet connection. Businesses looking to implement VoIP need to make sure they have a robust, stable, and speedy connection to get the best performance from their VoIP system.
For robust VoIP, choose SIP trunking
One of the most popular ways to get VoIP services is via SIP trunking. Session Initiation Protocol (SIP) an international standard for voice communication over data networks. Trunks used to be physical links — copper wire installed by phone companies from their central offices to customer premises. Nowadays the term also refers to virtual lines of communication.
With SIP trunking, organizations can make calls over the internet to anyone with a phone number. Thanks to all of the advantages of VoIP communication enumerated above, SIP trunks are replacing physical phone lines virtually everywhere.
Zentrunk tops other SIP trunking services
Zentrunk, Plivo’s SIP trunking service, provides global coverage for outbound and inbound voice calls, working with your current cloud or on-premises communications infrastructure. Whether you’re looking to increase the capacity of your current telecom stack, increase coverage and phone number inventory, or extend your on-premises infrastructure to the cloud, Zentrunk can get you started.
Plivo’s SIP trunking service provides:
- Interoperability: Zentrunk is designed to work seamlessly with any IP-based communications system, including PBX systems, cloud communication platforms, and session border controllers (SBC).
- Elastic SIP trunking: Zentrunk can scale automatically based on demand. This elastic scaling means you don’t have to worry about exceeding any maximum number of concurrent calls, as the system adjusts in real time to your needs.
- Reliability: Plivo has seven internet points of presence (PoP) around the world to ensure minimal network latency in call handling and maximum voice quality.
- Easy setup and management: You set up and manage Zentrunk through the user-friendly Plivo console or via Zentrunk APIs.
- Comprehensive documentation: Our documentation includes a quickstart guide and interconnection guides to assist with the setup and configuration of your trunks.
- Transparent pricing: Plivo offers straightforward, pay-as-you-go pricing with no long-term commitments or hidden charges.
- Security: All communication is encrypted using Transport Layer Security (TLS) and Secure Real-time Transport Protocol (SRTP) to ensure the safety and privacy of your calls.
- Global reach: Zentrunk provides call connectivity to users in 190+ countries.
- 24/7 support: Plivo offers available around-the-clock technical support to ensure any issues are addressed promptly and your communication system remains up and running.
- Customer service: Plivo support team helps customers resolve carrier-related issues by working directly with the more than 1,600 carriers in our Premium Communications Network.
Benefits and Use Cases for Bulk SMS Marketing in India
Market to a large audience through bulk sms marketing with Plivo. Read to know more about the benefits and use cases of bulk sms marketing in India.
When you need to market to a large audience, what’s your best tool? It’s the one that can reach just about anyone through a device they already carry with them.
Advantages of SMS
Communicating with a host of potential or existing customers at once is called bulk marketing — and the most effective channel to use for it is SMS text messaging, for several reasons.
It’s personalized. With a cloud communications platform like Plivo, you can use SMS APIs to send targeted, personalized text messages from your own applications directly to customers’ mobile devices. Once you’ve coded your application, you can generate marketing campaigns with a few mouse clicks.
It’s cost-effective: Each outgoing message costs ₹0.14 in India; businesses that have registered on a DLT platform are eligible for a lower domestic rate. Messages cost a fraction of a cent in North America and similarly low amounts in other countries; for Plivo’s rates in every country, check our pricing page. Low cost and the high open rate of 98% give SMS the highest ROI of any communications channel.
It’s measurable: If you’re not sure whether bulk SMS is effective, you can take advantage of another of its features — tracking. You can run analytics to see key metrics such as click-through rate, delivery rate, and unsubscribe rate.
With Plivo, you can monitor SMS marketing campaigns in real time through the messaging logs on the Plivo console. The logs show you how many messages you’re sending and what the status is — delivered, failed — and, if a message failed, what reason was for the failure. And you can filter the logs in a number of ways — by location, by from or to number, status — and drill down on any entry in the list of results.
SMS use cases
Bulk SMS marketing campaigns tend to be oriented toward promotional messages and customer engagement. Promotional messages cover things like
- Product launches
- Sales and discounts
- Special offers and promotions
- Event invitations
- Loyalty programs and rewards
Customer engagement messages are designed to maintain a positive ongoing relationship between you and your customers, with things like
- Timely updates
- Tips and helpful information
- Surveys and feedback requests
And while we’re focusing on SMS marketing, once you’ve set up a communications platform to send marketing messages, you can make use of it in other ways as well. For instance, you can use it to send transactional messages such as
- Order confirmations
- Shipping notifications
- Payment reminders and balance notifications
- Appointment reminders
- Service updates
If you’re a manufacturer, a service provider, or a governmental agency, you can send timely notifications about
- Product recalls
- Service outages
- Appointment cancellations
- Security breaches
- Traffic and weather alerts
And any organization can set up message distribution lists for their own staff and contractors and send things like
- Company announcements
- Policy updates
- Training and development opportunities
- Shift reminders
Special considerations for bulk SMS marketing in India
Following a set of best practices will help you get your message out wherever you are in the world, but if you’re trying to reach recipients in India with your SMS messages, you have a few extra factors to consider.
- Regulatory compliance: The Indian government has strict regulations in place to protect consumers from unsolicited marketing messages, such as the Telecom Commercial Communications Customer Preference Regulations (TCCCPR) and the National Do Not Call (NDNC) registry. The Telecom Regulatory Authority of India (TRAI) requires all message senders to register on a DLT (distributed ledger technology) portal. Different regulations apply to transactional and promotional messaging. Ensure that your bulk marketing campaign adheres to all relevant requirements.
- Language diversity: India has numerous languages and dialects. Using recipients’ preferred languages enhances engagement and response rates. Tailor your messages to the linguistic preferences of your target audience.
- Cultural sensitivity: Indian consumers have diverse cultural backgrounds, and you have to be sensitive to them when designing bulk marketing campaigns. Make sure your content is respectful and relevant to the specific needs and preferences of your target audience.
Keeping these considerations in mind as you craft your marketing messages should help you create campaigns to send promotional messages, advertise products or services, increase brand awareness, and drive sales in the Indian market.
What is DND? How to File a DND Complaint in India?
DND Complaint- How to register a dnd complaint in India. Don’t let DND filters come between you and your customers. Sign up with Plivo today!
What is DND number?
Few people enjoy receiving calls or text messages they didn’t request from businesses, especially if they’ve registered on their country’s Do Not Disturb (DND) list. In India, that list is officially called the National Do Not Call (NDNC) Registry. Individuals who do not wish to receive promotional texts or calls from businesses that they have no relationship with can sign up for free. Then, if a business tries sending someone promotional messages they don’t want, consumers can file complaints that have serious consequences for the businesses that are in violation.
How to Sign Up for the DND List in India?
The easiest way to get on the DND list is to send an SMS message to 1909, the national number reserved for the purpose. The body of the message should be simply START DND or START 0.
The subscriber’s carrier should instantly acknowledge the request and warn that it may take some time for the registration to become effective. The registry provides a page consumers can visit to check registration status.
If an individual doesn’t get a confirmation text, or simply prefers voice calls to texting, they can also call 1909 and follow the recorded instructions to register.
To remove a number from the registry, send STOP DND to 1909. However, numbers cannot be deactivated for 90 days after activation.
Customizing DND Preferences in India
By the way, while most people block all unsolicited commercial communications (UCC), consumers can pick and choose which industries to block. There are seven sectors (see below). Text START n, where n is the digit, associated with the sector, to block promotional messages from each industry.
- Banking, insurance, financial products, and credit cards
- Real estate
- Education
- Health
- Consumer goods and automobiles
- Communication, broadcasting, entertainment, and IT
- Tourism and leisure
People can change DND preferences at any time, but after someone makes one change, they won’t be able to make another for 30 days.
What to Do When DND Doesn’t Help: Report Spam Calls in India
The NDNC Registry is a great resource, but it’s not perfect. If a telemarketer illegally ignores the DND list, consumers may receive messages they don’t want. This happens far too frequently — according to LocalCircles, two out of three people whose numbers are in the registry get three or more unwanted calls every day. The Telecom Regulatory Authority of India (TRAI) has taken many steps to combat these unwanted communications. Most recently, new rules went into effect on May 1 that require telecom companies to use AI spam filters in their call and SMS services.
Still, knowing spam happens, the TRAI set up a way to file spam complaints.
How to Report Spam Calls in India Using the 1909 Number
As with registration, the trick is to text or call 1909. Provide all the particulars of the unwanted message:
- Sender ID
- Message content
- Message date and time
Alternatively, recipients can search their carrier’s website for a form on which to make a DND complaint.
Consumers who submit a complaint should receive a unique complaint tracking number. The NDNC Registry should follow up by reporting to filers the action it takes within seven days. Actions may include having the calling number disconnected and forcing the originator to pay financial penalties.
How to Avoid DND Violations as a Business in India?
As a business, it behooves you not to be the source of DND complaints. Several best practices will keep you on the side of the angels.
- Register with the TRAI and obtain a unique sender ID to use in your messages.
- Gain consent from recipients before sending any marketing or promotional messages. Consent can be explicit (given directly by the customer) or inferred (derived from an existing business relationship or transaction); for promotional messages, get explicit consent.
- Check each recipient against the NDNC, and respect people’s preferences.
- Provide an opt-out mechanism, such as an unsubscribe link or instructions to send a “STOP” message, with each promotional message.
- Respect time restrictions — don’t send promotional messages after 9 p.m. or before 9 a.m. Also, don’t send more than six messages per hour with the same content, from the same sender, to the same number.
- Keep records of customer consent, preferences, and opt-out requests, as mandated by the TRAI.
Do all of that and you should be fine. If you run into trouble, the experts on Plivo’s support team stand ready to help.
How I Built Our Internal /askplivo AI-Powered Chatbot for Slack
Slack AI chatbot: Step by step process on how to successfully build an AI-powered Slack chatbot. Read more to gain valuable insights and inspiration for building your own AI chatbot.
Plivo’s CTO Michael Ricordeau writes …
I’ve been exploring AI and wanted to test a few things on my own because that’s what I enjoy doing as CTO at Plivo. I wanted to learn about OpenAI tools and build something useful for the company at the same time. The result was our new /askplivo chatbot for Slack.
We have a lot of resources on our website, including API documentation, blog posts, and use case guides. It can be challenging for our employees to navigate through them and find what they want.
Occasionally, I would see questions popping up on our Slack channels about a feature, or telecom regulations (I’m looking at you, 10DLC), or country coverage. If we could have a Q&A chatbot assistant capable of answering questions instead of waiting (desperately, sometimes) for a co-worker to reply we could be more productive.
For instance, imagine you’re a Plivo support engineer and a customer is asking whether Plivo supports SMS in France. (I use France as an example because that’s where I’m from, but you can use any other country; we support more than 190.) With a chatbot, you could get an answer in less than a minute.
Because my goal was to learn more about AI and OpenAI, I started exploring how I could build a chatbot that used Plivo’s content enhanced with the power of AI. I wanted something that would be smart enough to answer with relevant information and not hallucinate, which is a well-known problem.
Designing the AI chatbot
I like Python for prototyping and MVP because the syntax is simple, and I’ve been using it for 20 years. Granted, it’s not super performant, but I’m not planning to build the next Google here. I wanted a lightweight web framework, so I used Flask to expose the API to interact with Slack and RQ to process jobs in the background.
For AI, I found LangChain, a Python (and TypeScript) framework that abstracts many of the LLM and indexing parts. It’s well-integrated with the OpenAI API.
To store, index, and query (search) the data, I wanted to use a vector database. I had many challenges choosing one: I tried RedisSearch and FAISS but ended up using Qdrant; the cloud version offers a free tier that was good enough for my use case, and it’s written in Rust, so it’s memory-efficient.
Finally, I picked Fly to host the software. I wanted to test Fly because it’s cheap and easy to deploy and scale with a Dockerfile, and I didn’t want to use Heroku anymore.
Here’s how everything fits together:
Technical details and pain points
Building the application was both fun and a learning experience.
I had high hopes for using FAISS, but it’s not compatible between x86_64 and arm64 architectures, so if, like me, you’re developing on an arm64-based Apple M1/M2, you cannot build your FAISS index file and upload it to your x86_64 server — and the Fly hosting platform doesn’t support arm64. I turned instead to Qdrant.
To feed the data in the Qdrant vector database, I took the Plivo website sitemap.xml file, scraped all of the URLs, extracted the content, and transformed it into LLM embeddings, then inserted it in Qdrant. If you do this, be warned that OpenAI will bill you for the embeddings.
Next, I loaded the documents. LangChain, by default, tries to load all documents in memory, so I got quite a lot of OOM killer in my Fly instance. I didn’t want to triple the memory usage (and my bill), so I built a data importer to process documents in chunks instead of loading everything in one shot. Also, LangChain has no GitHub data importer, so I wrote one.
At this point, I had the resources I needed for the chatbot hosted on Fly. I should note that while most of the tools I used are lightweight and fast enough for our use case, OpenAI can be a bottleneck. If you use the GPT-4 model, response time can take up to two minutes, depending on the complexity of your question. I had to change the API timeout for the OpenAI Python SDK to 180 seconds.
Once I had the back end set up, the next step was to create the Slack bot app from the Slack admin console. I’ve documented the process of configuring and deploying the application in the README page of the project’s GitHub repository.
Why don’t we consult the oracle?
After a few hours of development time, I had a working chatbot. Here’s what using it looks like.
Et voilà!
Want to develop something like the /askplivo bot? Check out my code — it’s open source, so feel free to use it and fork it. You’ll find there’s room for improvement and a few challenges to overcome:
- The search query is optimized for text. Most of the time, it won’t use the GitHub indexed code; I need to dig into that.
- It occasionally hallucinates responses — making up a 10DLC API resource, for instance. I’m planning to experiment with Anchor GPT to fix that.
- If you add new documents, you have to re-index all documents from scratch, which is slow and costly.
- There is no chat session concept — each question/response is always unrelated to the previous ones. I’m not sure we need this feature.
If you use the code, and especially if you enhance it in a way it can benefit others, feel free to contribute and send a PR.

Leadership Talk: The Modern State of Customer Support
Join Plivo support lead Renu Yadav as she explores the evolving landscape of customer support, challenges faced by reps, essential skills, and changing technology.
Leadership Talk: The Modern State of Customer Support
The customer service industry has undergone a revolution these last few years—teams have embraced remote and hybrid operations as standard, and sophisticated contact center technology has enabled businesses to push beyond the established limits of customer support.
We sat down with Renu Yadav, the head of customer support of the #1-rated cloud communications platform on the market, for a candid discussion about the modern state of customer support and the evolution of technology trends within the industry.
Contacto: How has the landscape of the Customer Support industry evolved in the past few years, and what key factors were most impactful?
Renu: Significantly.
Ten years ago, phone support was the only option because businesses just wanted to have people that customers can talk to. Now there are so many choices that if a business makes it hard to get help, customers will take their business elsewhere.
Support is not limited to just phone or email support. Customers are now using multiple channels to interact with businesses, including live chat, and social media. Social media is no longer just a marketing platform, it has become a major channel for customers to interact with businesses.
There is also a need to have a global approach to support, and they need to be able to provide support in multiple languages and time zones.
AI and automation are being used to automate tasks, such as answering FAQs and answering routine questions. This frees up support agents to focus on resolving more complex issues.
There is a shift from transactional, reactive support to proactive, personalized, and experience-driven support. It is no longer seen as a cost center, but rather as an opportunity to differentiate from competitors and build customer loyalty.
Support is moving to a strategic department, capable of driving improvements across the business.
What are the biggest challenges that Customer Support reps face today, and how can they be overcome?
Renu: The responsibilities of a support agent look very different compared to a few years ago. Support teams are not required to just follow processes and perform routine tasks. Those can be achieved via automation. They need to come up with customized and tailored solutions to resolve issues faster.
- Keeping up with product changes: Companies and products are rapidly innovating and updating their offerings. Support agents need to stay current with the latest product features and changes. Regular product training, refreshers, and product assessments can help support teams stay updated with product changes. At Plivo, we also review ticket trends to plan out refreshers on a biweekly basis.
- Meeting rising customer expectations: Today’s customers expect fast, personalized support. Customers value getting their issues resolved in their first interaction with the support team. However, this can be a challenge if the issue is complex or if the representative doesn’t have the right information or authority to resolve it. To address this, companies can empower their representatives with the right resources, enable them with decision-making tools, and streamline their escalation processes. Cultivating a customer-centric culture across the organization can help align all departments toward meeting and exceeding customer expectations.
- Working remotely: While remote work has impacted everyone, the impact is more on teams that need to work in groups. It was way easier to train, identify ticket trends, outages, coordinate with other stakeholders, manage escalations, and even get help on any issues in real-time. The shift to remote work has brought new challenges for customer support representatives, such as isolation, burnout, and communication difficulties. This can be mitigated by promoting a strong remote work culture, encouraging regular communication and team-building activities like off-work catchups so that the teams get to build a rapport and not all discussions are work-related.
Overcoming these challenges often requires a combined approach of people, process, and technology.
In your opinion, what are the most important qualities or skills that a customer support rep should possess to excel in their role?
Renu: That’s a great question, one that when I am interviewing candidates for my team I always like to ask. From my perspective, the most important skills vary by customer and situation:
- Resilience, empathy, and patience: Dealing with customer complaints and issues can be stressful, and not every interaction is positive. Resilience and the ability to handle stress are key to maintaining a positive attitude and a high level of service. So is the ability to understand and share the feelings of customers. Customers often reach out when they are frustrated or upset, and an empathetic response can help calm them down and assure them that their concerns are being taken seriously.
- Time management skills: Unlike other teams, Support work is not project/timeline based. It’s the number of calls/tickets they can handle in a day. This number is not stable and keeps changing on a day-to-day basis. They need to be able to prioritize and juggle multiple tasks at the same time. So time management is a crucial skill.
- Business communication: Representatives need the ability to explain complex solutions in simple terms, as well as deep attention to detail to ensure they don’t miss any critical points while debugging an issue.
- Teamwork: Support is often a team effort, and representatives need to work well with their colleagues to solve customer issues, share knowledge, and improve service processes.
- Problem-solving & decision-making skills: Support teams also need to be able to think critically and come up with effective solutions to customer problems. This is becoming more and more critical in today’s fast-paced world. Agents are expected to be quick on their feet and able to come up with innovative solutions.
With that said, how can the right tool elevate a customer support representative’s ability to properly address a customer’s needs?
Renu: Without the right tool, a support rep would have to do way more work than necessary. In the right hands, an effective tool can:
- Streamline routine tasks: Things such as ticket assignment to representatives, tracking the status of tickets, and adding options to have views on which tickets need to be prioritized. This frees up representatives’ time so that they can focus on resolving issues.
- Provide a comprehensive view of the customer: Tools that integrate with various channels and systems can provide a comprehensive view of the customer. This includes the customer’s history, preferences, and previous interactions. This information can help representatives provide personalized and informed support.
- Collect feedback from customers: Tools that allow customers to provide feedback can help organizations understand how their customers are experiencing their support. This feedback can be used to improve the support process and make it more customer-centric.
- Provide a knowledge base or FAQ section: An detailed knowledge base or FAQ section can help customers find answers to their questions without having to contact a support representative.
- Enable collaboration and escalation: Tools should also enable collaboration and escalation. This can help ensure that issues are escalated to the appropriate people when necessary.
- Offer in-depth reporting and analytics: A support tool should not only be able to generate basic reports but also have the ability to create custom reports that can help organizations analyze customer interactions and identify trends. This data can be used in so many powerful ways.
With the rise of self-service options and automation, how do you see the role of Customer Support representatives evolving in the near and distant future?
Renu: It will have both positive and negative impacts, right?
The size of the teams will become smaller and smaller. AI and automation will be expected to handle routing queries. So the agents will be required to work on complex problems that require a human touch.
At the same time, the work is becoming more challenging so the focus going forward will be on the quality of teams and not the size of the teams.
Support is evolving from transactional to consultative support, from handling simple issues to resolving complex problems, and from being order takers to being customer advocates. They are now expected to be product experts who can help customers solve problems and help differentiate between competition.
Representatives are now tasked with resolving more complex issues which require them to think critically and creatively to solve problems. The insights gained from support interactions with customers influence product development, marketing, and other areas of the business.
These changes will free representatives from routine tasks and enable them to focus on the complex, challenging aspects of customer support that require a human touch but this also means that support agents will need to be committed to continual learning and adaptation.
So the overall contributions of the support teams will become increasingly valuable.
How do you think the increasing importance of customer experience and satisfaction has shaped the Customer Support industry, and what steps should companies take to prioritize these areas?
Renu: From a business perspective, it is not just important to get a customer on contract, it is more critical to retain the customer. That is where customer experience and satisfaction play a huge role. Companies can use customer support to differentiate themselves in a crowded market, and foster customer loyalty, and positive word-of-mouth.
Any company looking to prioritize customer experience and satisfaction within their business should:
- Understand customer expectations: Regularly survey customers, monitor feedback, and stay abreast of market trends to understand what customers expect from their support experience.
- Implement the right technology: Leverage technology to automate routine tasks, provide omnichannel support, personalize customer interactions, and gain insights from customer data.
- Measure the right metrics: Look beyond traditional efficiency metrics (like average handle time) and measure metrics that reflect the quality of the customer experience, such as Customer Satisfaction (CSAT), Net Promoter Score (NPS), and Customer Effort Score (CES).
- Foster a customer-centric culture: Make customer satisfaction a company-wide goal. All departments, not just customer support, should understand their role in contributing to the customer experience.
- Review and improve: Regularly review your customer support operations and use customer feedback and data to identify areas for improvement. This process of continuous improvement is crucial in maintaining a high-quality customer experience.
With more options available to customers than ever before, how have customer expectations changed over the past few years?
Renu: Customers today expect businesses to provide instant, 24/7, multi-channel support with self-service options and transparency.
- Customers expect more convenience: Customers today are accustomed to getting what they want when they want it, and how they want it. This means that businesses need to offer convenient customer support options, such as 24/7 support, live chat, and self-service options.
- Customers expect more personalization: Customers today expect a personalized experience, and this is no different in customer support. Businesses are using data and analytics to personalize their customer support interactions, tailoring them to the individual customer’s needs and preferences. This can help to improve customer satisfaction and loyalty.
- Customers expect more transparency: Customers today want to be kept informed about the status of their issue and what is being done to resolve it. Businesses need to be transparent with their customers and communicate with them throughout the customer support process.
- Customers expect more empathy: Customers today want to feel like they are being heard and understood. Businesses need to be empathetic to their customers and understand their frustration. This will help to build trust and rapport with customers.
- Customers expect more speed: Customers today expect their issues to be resolved quickly. Businesses need to be responsive and resolve customer issues as quickly as possible.
Can you share any insight on the use of data and analytics in customer support? How can data-driven approaches enhance the overall customer experience?
Renu: Data is huge right now. And I am not talking about customer data. I am talking about issue data and ticket data. If used the right way, there is so much key information to be pulled:
- What kind of issues do we receive on a daily, weekly, monthly basis?
- What product are we facing the most issues on?
- Are there any enhancements required in the product?
- Which support channel do customers find most convenient?
- To track escalations.
- To find which customers are raising the most queries.
- What are our response and resolution times?
- What training do we need to create for our teams?
- How satisfied are our customers?
By using data, support can move from a reactive function to a strategic one, capable of driving improvements across the business.
What channels do you personally find to be the most effective for resolving the support needs of your customers?
Renu: The effectiveness of different customer support channels depends on the nature of the customer’s issue and the customer’s preferences. Phone support is not a great tool for customers if they need to be put on hold for a long time. On the other hand, though, email support won’t necessarily be the best tool for customers who have an urgent issue that needs to be looked into immediately.
In my opinion, using a combination of tools can ensure that businesses are able to provide support that meets the needs of all of their customers.
Self-service options are a great way to reduce the number of queries coming to support agents and allow them to focus on more complex problems. I also think that it is important to build an extensive FAQ section so that customers can easily find answers to common questions.
I also think that chatbots and AI can be valuable tools for customer support. They can provide instant, 24/7 support for simple inquiries or issues, and they can also gather initial information before escalating more complex issues to human agents.
I have one final question for you before I let you go. If you had one feature on your customer support tool wishlist, what would that be and why?
Renu: It would be the ability to integrate with other tools and systems. This would allow customer support representatives to have a single view of the customer, which would make it easier to resolve issues and provide better support.
For example, if a customer has a problem with their order, the customer support representative could see the customer’s order history, shipping information, and payment information. This would allow the representative to quickly identify the issue and resolve it.
The ability to create custom reports is a close second. It is not enough to only work on issues and meet KPIs. It is also essential to find trends and patterns. This can help in so many ways, such as improving product offerings, streamlining processes, reducing response and resolution times, collaborating with internal teams, and so on.
Thank you for taking the time to chat with us—it sounds like you and your team are doing some amazing things at Plivo with the tools available to you. I look forward to speaking with you again soon!
Renu: Of course, my pleasure!
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