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Featured

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

Nov 23, 2025
7 mins

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

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

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

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

What is an AI voice agent?

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

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

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

Types of AI voice agents

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

Rule-based AI voice agent

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

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

AI-assisted voice agent

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

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

Conversational AI voice agent

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

Source

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

Voice-activated voice agent

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

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

How does an AI voice agent improve customer engagement?

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

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

Source

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

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

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

Benefits:

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

Use case: Improve language learning for students 

Source

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

Benefits:

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

Use case: Improve patient outcomes in healthcare

Source

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

Benefits

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

Use case: Streamline routine financial services 

Source

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

Benefits:

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

Use case: Get personal shopping assistance  

Source

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

Benefits:

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

Features of an AI voice agent

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

The best voice agents for businesses come equipped with:

Natural language understanding (NLU)

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

Source

Personalization capabilities

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

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

Multi-language support

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

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

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Integration with other platforms and services

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

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

Benefits of voice agents

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

Enhanced user experience

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

Additionally, businesses can:

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

Better cost efficiency

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

The direct benefits to businesses are:

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

Accessibility for users with disabilities

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

Data collection and analysis for improved services

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

24/7 availability

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

Future of AI voice technology

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

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

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

Key upcoming trends:

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

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

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

Launch an AI voice agent with Plivo

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

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

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

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

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

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

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

Use Plivo-powered voice agents for: 

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

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

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Jun 19, 2025
5 mins

RCS Marketing 101: Your Complete Guide

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

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

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

Rich communication services (RCS) makes that possible.

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

What is RCS marketing? 

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

A user on Reddit summed up this perfectly:

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

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

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

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

RCS vs. SMS marketing: A quick comparison

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

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

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

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

4 key benefits of RCS marketing

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

Here are its four key benefits.

1. Improved user interaction

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

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

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

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

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

2. Consistent brand experience

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

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

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

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

3. In-depth analytics

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

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

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

4. Higher conversion potential

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

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

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

5 major use cases of RCS marketing

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

1. Product promotions

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

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

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

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

2. Abandoned cart reminders

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

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

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

3. Appointment confirmations and reminders

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

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

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

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

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

4. Customer surveys and feedback

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

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

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

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

5. Customer support follow-ups

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

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

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

RCS marketing myths and realities

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

Myth 1: RCS marketing is too expensive

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

But cost alone doesn’t tell the full story.

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

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

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

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

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

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

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

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

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

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

Why choose Plivo for your RCS marketing needs

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

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

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

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

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

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

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

Jun 19, 2025
5 mins

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

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

Your customers are on WhatsApp but are your agents?

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

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

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

What is a WhatsApp AI agent?

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

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

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

What you need before setting up your agent

To go live with a WhatsApp agent, you need:

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

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

Optional but recommended integrations:

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

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

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

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

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

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

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

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

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

The goal is to build a WhatsApp AI agent that:

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

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

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

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

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

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

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

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

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

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

Depending on the customer’s reply:

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

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

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

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

Depending on the customer’s reply:

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

Step #3: Train your agent with AI

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

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

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

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

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

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

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

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

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

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

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

Plivo’s real-time dashboard lets you:

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

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

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

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

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

Plivo is purpose-built for WhatsApp AI agent deployment

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

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

Automate outcomes with WhatsApp agent setup in Plivo

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

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

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

Ready to get started? Request a free trial today!

Jun 19, 2025
5 mins

The Definitive Guide to Automating WhatsApp for Business

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

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

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

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

This is where WhatsApp automation steps in.

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

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

What is WhatsApp automation?

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

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

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

With WhatsApp business automation, you can:

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

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

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

Key benefits of WhatsApp automation

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

Reduce manual workloads and response times

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

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

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

Result: Faster response times and more efficient workflows.

Increases the scalability of customer interactions

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

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

Enhances customer experience through personalization

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

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

End result: Higher customer satisfaction and increased loyalty.

Cost-effectiveness compared to manual processes

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

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

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

5  popular use cases of WhatsApp automation across industries

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

1. Customer support

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

Example messages:

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

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

2. E-commerce operations

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

Example messages:

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

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

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

3.Marketing and lead nurturing

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

Example messages:

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

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

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

4.Event management and invitations

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

5.Appointment scheduling and reminders

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

Example messages:

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

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

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

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

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

Step 1: Define your use cases and goals

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

Set clear, measurable goals like: 

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

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

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

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

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

Step 2: Choose the right WhatsApp business API provider

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

  • Robust CRM integrations
  • Audience segmentation
  • Flexible automation workflows

These capabilities simplify your communication and scale your efforts efficiently.

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

With smart tagging and grouping, you can:

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

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

Step 3: Set up your WhatsApp business account

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

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

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

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

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

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

Step 4: Create and submit message templates

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

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

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

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

Step 5: Build automation workflows

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

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

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

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

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

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

Step 6: Test, launch, and optimize

Start with a pilot campaign to ensure everything runs smoothly.

Track key metrics:

  • Response time
  • Open rate
  • Conversion rate

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

Best practices for WhatsApp automation 

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

Tips for optimizing messaging frequency and timing

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

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

Leverage data analytics for campaign performance 

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

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

Compliance and customer privacy protection

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

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

Enhance customer communication with Plivo’s AI WhatsApp automation

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

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

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

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

Here’s how Plivo can enhance your customer communication:

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

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

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

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

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Jul 19, 2023
5 mins

13 SMS Marketing Tips for Ecommerce Businesses

13 SMS marketing tips to boost your ecommerce business with effective SMS marketing strategies. Leverage SMS marketing for your ecommerce business with Plivo.

SMS

The movie “Field of Dreams” made popular the saying “If you build it, they will come.” Sadly, for ecommerce businesses, just building it won’t bring in customers, no matter how strong your SEO mojo is. If you want to sell stuff you have to go tell people about what you sell — and that’s called marketing.

SMS marketing in particular involves sending promotional materials via text message — in contrast to transactional messaging, which encompasses things like delivery updates and one-time passwords.

SMS is the best communication channel for marketing. It’s highly available — consider how many people have cellphones and how high open rates are for text messages. It doesn’t require anyone to download a mobile app. And according to research by SAP SE, “70% of respondents say that SMS is a good way for a company to get their attention and 64% say that organizations should use SMS-based engagement more often.”

Build your subscriber base

Having said that, however, you can’t just buy a list of phone numbers and send unsolicited text messages to individuals with whom you have no business relationship. You must gather opt-in consent from message recipients first. Once you have that consent, you can add the contact information to your subscriber list.

How do you gain subscribers? Offer customers and potential customers incentives to be contacted. Typical incentives include cost savings, time savings (such as faster shipments), and early access to information, such as insider priority for sales.

Here are six ways to gather opt-in consent.

  • Put a signup box on your product pages.
  • Let customers tick a box to opt in to messaging when they first provide their phone numbers as part of their purchase information.
  • Display an exit intent popup when someone’s about to leave your site, asking for consent.
  • Offer a link to the subscriber signup page in email newsletters.
  • Give people a short code they can use to subscribe by texting a keyword.
  • Promote signups in social media campaigns.

Whatever methods you use, make it clear that you’re asking consumers to consent to receive marketing messages via SMS. Provide a link to your terms and conditions page, and let people know how they can unsubscribe from your list should they choose to in the future. Keep a record of their agreement in case you need to provide it for audit purposes.

7 types of SMS marketing offers

Marketing isn’t simply telling potential customers why they should buy your product, although you can certainly do that. Here are seven SMS marketing tips to help your ecommerce business boost revenue.

  • Promotion alerts: Tell consumers about sales and new product launches. With this and other SMS marketing tactics, be sure to include a link to a web page that recipients can click on to see the deal and, hopefully, spend money on it.
  • Exclusive deals: Create a loyalty program that includes an SMS promotions list and offer subscribers deals that they can’t get elsewhere. Send customers updates on their loyalty points and information about how to earn more.
  • Personalized recommendations: If you have the ability, use customer data to create personalized recommendations for products or services that customers might like given the fact that they’ve already bought some other service. Think Amazon’s “You might also like” recommendations, but delivered directly to customers’ mobile devices.
  • Abandoned cart reminders: Remind customers of items they left in their shopping cart, and consider offering a discount if they complete the purchase.
  • Review requests: Ask for positive reviews on relevant websites, such as Amazon, Google, and Yelp, as well as whatever review sites are popular with customers in your sector. Positive reviews serve as objective evidence of the value of your product, and asking customers to share their feedback can help foster brand loyalty.
  • Replenishment reminders: If you sell products that run out or get used up (such as food, beauty products, or health supplements) send SMS reminders to drive repeat purchases.
  • Product tips and guides: Are how-to tips marketing? Arguably — but giving customers information on how best to take advantage of the products they’ve bought can be valuable both to them as consumers and to you as a way to improve customer satisfaction and loyalty.

Winning with SMS marketing

If you like these 13 tips, you might want to download our ebook guide to SMS marketing or look at our getting started guides for bulk messaging. Or you can skip straight to trying Plivo’s SMS API Platform by signing up for free.

Jul 17, 2023
5 mins

How to Write a Bank IVR Menu

Tips on how to write a banking IVR menu. Read more about IVR phone banking services and best practices at Plivo.

Voice API

If you’ve ever made a call and heard “For English, press or say 1,” you’ve encountered an interactive voice response system. IVR allows callers to access information by speaking a word (thus the “voice” part of the name) or pressing a key on a phone’s Touch-Tone keypad. IVR can serve up prerecorded messages, route calls to specific departments or individuals, or pull data such as bank balances from systems — all without the need to speak to an agent. IVR systems benefit consumers by getting them the information they want quickly, without having to wait on hold.

A good IVR system is particularly useful for financial institutions, as many customer inquiries can be answered without taking up a representative’s time. Typical information for a bank’s IVR menu might include:

  • Choice of languages in which to hear the menu
  • Directory of departments, including technical support
  • Account information, including balance checks
  • Automated bill payment
  • Appointment booking
  • Callback option, if all representatives are busy
  • Informational recording on topics such as
  • Services offered Business hours Email addresses Website URL Social media handles Directory of branch locations

IVR menu best practices

Whether you’re a bank, mortgage lender, stockbroker, or other financial services professional, following these best practices for IVR systems can help you create a better customer experience.

  • Menu options — Don’t overwhelm customers with too many options at each level. Fewer choices make things easier for callers, as they have to remember the ones they’re hearing. Use a maximum of five items at each prompt.
  • Special keys — If any keys are reserved for special functions, tell callers about them up-front. For example, “At any time you can press or say 9 to return to the previous menu, or press 0 or say ‘operator’ to speak to an operator.” And that’s another best practice — at every level, give customers an option to speak to a customer service representative.
  • Menu order — Put the most popular options first in the IVR system, so callers have to spend less time listening for what they want.
  • Option order — Present a task followed by its associated action rather than the other way around, so callers can recognize what they want to do and don’t have to remember “what number was I supposed to press?” For example, “To hear your account balance, press or say or say 1.”
  • Accepted input — Allow callers to respond not only via keypress but also via voice. Some customers prefer one way, some the other; give people what they want.
  • Pauses — Include a pause of a second or so before giving the choices on a submenu. That allows time for people who have the phone up to their ear to shift it back there after pressing a keypad key.
  • Confirm menu level — Start submenus with a short message that confirms the caller has reached the place they intended. For example, “OK, balances. Press or say 1 for your checking account balance; press or say 2 for your savings account.”
  • Allow barge-in — Allow callers to select an option at any time — don’t force them to listen to an entire menu before they can make a selection.
  • Repeat as necessary — By default, repeat the menu if the caller doesn’t make a selection within a few seconds.

We offer more IVR best practice suggestions in a blog post, including our favorite: Don’t start off by telling callers, “Listen carefully as our menu options have changed.” No one cares.

A sample bank IVR

Every organization is different, so every organization’s IVR menu will be different too. We put this simple two-level menu together to give you some ideas. Undoubtedly your menu will require more levels. Also, there’s no single right way to map out a menu. In this example, we start out asking for a kind of account, but you might prefer to ask for a kind of task first and prompt for the account afterward.

Plan the entire menu tree before you start coding and before you start recording prompts.

Here’s our sample.

Thanks for calling Our Bank. How can we help you? You can press 0 or say “operator” at any time to reach a representative during business hours.

For personal banking services, press or say 1.
For business banking services, press or say 2.
For account inquiries, press or say 3.
For credit card services, press or say 4.
To apply for a new credit card, press or say 5.
For information on your card’s interest rate and other terms and conditions, press or say 6.

1: OK, personal banking.
For account balances and transaction history, press or say 1.
To transfer funds between accounts, press or say 2.
To make a bill payment, press or say 3.
To open a new account, press or say 4.
To report a lost or stolen card, press or say 5.

2: OK, business banking.
For account balances and transaction history, press or say 1.
To transfer funds between accounts, press or say 2.
To make a bill payment, press or say 3.
To open a new account, press or say 4.
For commercial loans and financing, press or say 5.

3: OK, account inquiries.
For account balances and transaction history, press or say 1.
To report a lost or stolen card, press or say 2.
To dispute a transaction, press or say 3.

4: OK, credit cards.
To check your outstanding balance, press or say 1.
To make a payment, press or say 2.
To report a lost or stolen card, press or say 3.
To dispute a transaction, press or say 4.

How to create an IVR system with Plivo

Plivo makes things easy for businesses that want to implement IVR. We’ve written IVR use case guides that show exactly how to create an IVR program in any of seven common web development languages, including annotated code samples.

If you’re not already a Plivo customer, sign up for free today and get started now.

Jul 12, 2023
5 mins

Introducing Real-Time Audio Streaming

Explore the benefits and use cases of instant transcription during live calls, including improved customer service and collaboration with real-time audio streaming service by Plivo.

Voice API

Building truly intelligent voice applications often means grappling with technical limitations such as: 

  • Lack of real-time audio access
  • Difficulty integrating with AI models
  • Limited flexibility for scaling advanced use cases

Plivo’s audio streaming makes this easier. It lets you send real-time call audio to your applications, enabling AI-powered voice agents to respond dynamically. It also comes with features to analyze customer sentiment during calls, and automate tasks like call routing or transfer calls to human agents whenever necessary.In this blog, we’ll explore how audio streaming solves voice infrastructure challenges and help you to deliver next-level customer experiences. Let’s dive in!

How Does Audio Streaming Work?

With audio streaming, businesses transmit the raw media of a live call in real time to their applications or third-party systems.

This illustration shows how a call center might use audio streaming.

Plivo lets you stream audio by using XML instructions or APIs. First, you get a number with Plivo (by signing up on the console), then connect it to an XML application.

Here’s how it works:

XML instructions

With the XML element, you can stream raw media from a live phone call over a WebSocket connection. To begin streaming, return XML like this during the call.

<Response>
<Stream streamTimeout="3600" keepCallAlive="true" bidirectional="true" contentType="audio/x-mulaw;rate=8000" statusCallbackUrl="https://yourdomain.com/callbacks">wss://<yourstream>.ngrok.io/audiostream</Stream>
</Response>

See our XML reference documentation for complete details.

API integration

Alternatively, you can use Plivo APIs to initiate and manage audio streams.

curl -i –user AUTH_ID:AUTH_TOKEN \\
      -H "Content-Type: application/json" \\
      -d '{"service_url": "wss://.ngrok.io/audiostream"}' \\
      https://api.plivo.com/v1/Account/{auth_id}/Call/{call_uuid}/Stream/

See our audio streaming API reference documentation for complete details.

Audio Streaming Use Cases 

Businesses can use audio streaming in multiple ways, especially in tandem with machine learning-based engines and AI voice agents, to enhance value and improve customer experience.

Call centers can leverage Plivo’s audio streaming to extract insights from raw audio data, perform sentiment analysis, implement speech recognition, and analyze voice-related data, enhancing operational efficiency.

You can integrate Plivo’s audio streaming with AI/ML-based tools to provide real-time transcription services.

Similarly, you can integrate audio streams with third-party tools to facilitate live translation of audio content, enabling effective communication across different languages during conferences and meetings.

Here are some key use cases of Plivo audio streaming: 

Smart IVR with dynamic call routing

Core Use Case: Transforming traditional IVR systems into smart, AI-driven IVRs that enable natural language understanding and intelligent call routing.

Example: A telecommunications company implements an AI-Powered IVR where customers can state their concerns naturally (e.g., "I want to upgrade my plan" or "I have a billing issue") instead of navigating menus. 

The system interprets their input, evaluates sentiment, and routes the call to the appropriate team or provides immediate automated assistance, such as sending payment links or resolving common queries. If sentiment analysis detects frustration, the system escalates the call to a specialized agent for de-escalation.

24/7 customer support

Core Use Case: Maintaining consistent customer service quality beyond business hours using AI voice agents.

Example: An e-commerce platform deploys an AI Voice Bot to assist customers during off-hours. If a customer calls at midnight to track a delayed order, the bot retrieves real-time shipping updates from the database, informs the customer, and resolves their issue without human intervention.

Real-time speech recognition, transcription, and analysis

Core Use Case: Transcribing calls in real time by converting spoken language into text for immediate analysis, record-keeping, and automated processing.

Personalized training and real-time coaching for agents

This helps you leverage live call analysis to provide actionable feedback to agents for skill enhancement.

Example: During a customer call, the system evaluates the agent's tone and adherence to protocols, offering real-time coaching tips, such as suggesting a more empathetic response or adjusting the script to align with customer sentiment.

Outbound call automation with AI voice agents

Core use case: Automating outbound communication to improve engagement, gather insights, and provide proactive assistance to customers.

Promotional messages

Example: A retail company uses AI voice agents to inform customers about limited-time discounts and exclusive deals, personalizing the message based on purchase history.

Customer feedback surveys

Example: After a service interaction, the system calls customers to collect feedback through a quick, automated survey, ensuring a seamless user experience.

Proactive customer support

Example: An insurance company proactively calls customers to remind them of upcoming policy renewal deadlines, reducing the likelihood of service lapses.

Post-delivery feedback and assistance

Example: After delivering a product, an AI agent contacts customers to confirm satisfaction and offer assistance if issues arise, such as initiating returns or troubleshooting.

Automation of Voice Channel Operations

Core use case: Streamlining routine voice-based interactions to improve efficiency, reduce costs, and enhance customer satisfaction.

Appointment booking

Example: A healthcare provider uses voice agents to schedule, confirm, or reschedule patient appointments via calls, reducing the need for manual coordination.

Service-related queries

Example: A telecom provider deploys voice agents to answer common service queries, such as "How can I change my plan?" or "What’s my current data usage?"

Delivery status updates

Example: A logistics company enables customers to call and inquire about shipment statuses, with the bot providing real-time updates from the system.

Accepting orders on calls

Example: A restaurant uses voice agents to take orders over the phone, confirm details, and provide estimated delivery times without requiring human intervention.

Get Started with Audio Streaming with Plivo 

By integrating audio streaming with AI voice agents, businesses can provide advanced customer support, gain valuable insights into conversations, and improve customer interactions. 

Couple it with speech recognition, AI call analysis and dual channel recording and have a kickass customer support toolkit.

But, to make the most of all these features, you need a CPaaS solution with superior voice infrastructure. Plivo offers superior voice network to launch context-aware voice agents and voice assistants trained on your proprietary knowledge base that transform the customer experience

Here’s why Plivo should be your first choice:

  • Superior call quality: Plivo ensures superior call quality through its partnerships with Tier 1 carriers and optimized routing
  • Low latency: Global Infrastructure enables low latency communications. Our PoPs are located in seven locations (California, Virginia, Frankfurt, Mumbai, Singapore, Sydney, São Paulo) across five continents
  • High availability and uptime: With a redundant infrastructure across multiple geographies and at least three local carrier connections across countries, Zentrunk promises 99.99% uptime
  • Full redundancy: Redundant links reroute traffic over backup networks in less than two seconds in case of backbone failover 

We can integrate with all top players in the market from STT providers, LLM models and TTS providers. 

The best part? You get started by paying 40% less than all competitors. 

All you have to do is:

  1. Sign up with Plivo.
  2. Procure a number via the API or console.
  3. Associate the number with an application responsible for initiating a call to the agent and establishing audio streaming over the WebSocket to your application. A sample reference is shown below.

At Plivo, Audio streaming is priced at $0.0040 per minute per stream, over and above the expected charges for voice minutes associated with a call. 

Note: Pricing is subject to change — check our pricing page for the most up-to-date information.

If you don’t already have a Plivo account, sign up today for free.

You can also connect with team Plivo to find out how we can help with your use case and get volume pricing for the same.

Supercharge your customers' interactions through audio streaming with Plivo powered AI voice agents.

Jun 27, 2023
5 mins

Announcing Two New Zentrunk APIs

New Zentrunk APIs: Introducing the launch of two new exciting Zentrunk APIs, Trunk Properties API and Call Object API. Check out the documentation for our new APIs and consider how they could help your business.

Zentrunk

We’re constantly and continually improving Plivo services, with particular attention paid to enhancements suggested by our users. Today we’re happy to announce two new APIs for Zentrunk, our SIP trunking service: the Trunk Properties API, which lets businesses create, modify, and update their SIP trunk configurations programmatically, and the Call Object API, which lets users retrieve Zentrunk call details records (CDR).

Trunk Properties API

Zentrunk users can already use the Plivo console to manage SIP trunk configuration and subresources such as credentials lists, IP access control lists, and origination URIs. But working in the console can be time-consuming when you have a lot of resources to manage. With the new API you can fetch and manage trunk properties programmatically, saving you time and effort. Our API documentation provides all the information you need to get started.

The Trunk Properties API offers Zentrunk users several benefits:

  • Improved developer experience: The API lets service providers and enterprises create, modify, and delete SIP trunks programmatically.
  • Access to subresources: The Trunk Properties API lets developers access subresources such as credentials, IP access control lists, and origination URIs, making it a complete trunk configuration management toolkit.
  • Ease of use: The API uses standard RESTful web services, making it simple to integrate with existing systems.
  • Enhanced security: The API supports authentication via Basic Auth, which enhances security.

Streamlined Zentrunk management

The Trunk Properties API transforms the process of setting up and managing SIP trunks. It offers an efficient and automated way to create, modify, and delete trunks. Its ease of use and real-time visibility features make it an excellent tool for service providers and enterprises. With the Trunk Properties API, users can streamline their SIP trunking service management and focus on delivering a better customer experience.

Call Object API

Our second new API addresses call details.

A call detail record, as you’d expect, contains all the details about a call. Until now you could view and export CDRs only by visiting Zentrunk > Logs on the Plivo console. The new Call Object API lets you retrieve CDRs for any completed calls using a variety of filters, saving you time and effort.

Zentrunk creates a Call object when an outbound call is initiated or when an inbound call is received. The Call object contains all of the information about completed calls. See our API documentation for complete details and code examples.

In brief, the Call Object API lets you retrieve all call records or retrieve calls for a given call UUID. The API supports filters that let you retrieve specific records based on different needs.

By using the Call Object API, Zentrunk customers can gain several benefits:

  • Real-time data: The API provides real-time access to call data, allowing businesses to access and analyze information as it becomes available, without having to wait for manual exports or generate reports through the console.
  • Improved automation: Businesses can automate the process of fetching CDRs and integrating their data into external systems for analytics, eliminating the need for manual data extraction.
  • Improved call analytics: Businesses can use CDR information to gain insights into call patterns, call durations, and call costs, helping them make data-driven decisions to optimize their communication strategies.
  • Efficient data retrieval: By using filters, businesses can perform targeted analyses of specific segments of their call data.
  • Increased security and fraud detection: CDR information can help organizations detect unusual call patterns and identify potential security threats or fraudulent activities.
  • Customized reporting: With data from the Call Object API, businesses can create reports tailored to their specific needs, allowing for more informed decision-making.

Try our new APIs

If you’re already a Zentrunk customer, we encourage you to peruse the documentation for the new APIs and consider how they could help your business. If you’re thinking about exploring the benefits of SIP trunking, we encourage you to sign up for a Plivo account, read our Quickstart Guide, and find out for yourself why people are so excited about SIP trunking.

Jun 21, 2023
5 mins

A Tour of the Plivo Console: Zentrunk

A menu-by-menu look at Zentrunk information and management capabilities exposed via the Plivo console. It’s easy to get started, sign up today!

Console
Zentrunk

SIP trunking lets you add phone lines that bypass the public switched telephone network (PSTN) and use VoIP instead. SIP stands for Session Initiation Protocol, while trunking refers to an aggregation of multiple phone lines. Many businesses are moving to SIP trunking and away from traditional telephony to benefit from advantages such as quick provisioning, low costs, and no equipment to procure or maintain. Zentrunk is Plivo’s SIP trunking service.

You can create and manage outbound and inbound trunks from the Plivo console. The Zentrunk menu is the fifth icon on the console menu. When you click it, you’ll see an overview screen that gives you quick instructions on creating trunks.

Following the Overview submenu are choices for Outbound Trunks and Inbound Trunks. Under each, you can see a list of existing trunks and, as on the overview screen, there’s a button to create new ones.

Clicking on a trunk in the list brings up details about it. Here, for example, is what you might see for an outbound trunk.

You can modify trunk details and settings from this page, or delete a trunk you no longer use. The settings are covered in detail in our documentation.

You can get details about inbound trunks the same way by clicking on an item in the Inbound Trunks list.

If you want to set up a new trunk, our documentation guides you through the process and explains all of the fields and settings.

Moving down, the Other Settings menu brings up a screen that lets you set up geo permissions, which you can enable to help curb fraud.

Another Other Settings menu page lets you consent to Plivo storing and accessing logs and media packet capture files, which we can use to debug call quality and DTMF issues.

The penultimate menu choice, Logs, displays a log of outbound and inbound SIP calls. Clicking on a log entry displays a Message Details popup that gives you information about the call.

Finally, the pricing menu page gives you the costs for calls and phone number rental in every country in which Plivo supports SIP trunking.

Step right up for another tour

That’s a whirlwind tour through the Zentrunk features on the Plivo console. We’ve got similar looks for the Voice, Messaging, Lookup, and Phone Numbers menus.

Jun 14, 2023
5 mins

99 Reasons Why People Love Plivo

Uncover the powerful features, seamless integrations, exceptional customer support, and innovative solutions that make Plivo a popular choice for businesses worldwide. Sign up today!

Company

The latest quarterly G2 rankings are out, and Plivo leads the pack.

Plivo was named a Leader in the Communications Platform as a Service category. We received the highest Satisfaction score among products in our category — 99 out of 100, as voted by actual users of our platform.

To celebrate, one of my colleagues suggested we ask a generative AI platform for “99 reasons to love Plivo.” That might be challenging even for a human (yes, we’re biased in favor of biological life forms), but maybe nine reasons? That seems more doable.

We put the question to several generative AI platforms.

We gave all of them the same simple prompt:

“Give me nine reasons why people love the CPaaS platform Plivo.”

What we got back was interesting. Each of the platforms was able to quote many of the themes we pride ourselves on, but not always in the same way.

Every tool cited pricing as an advantage, touting Plivo as “cost-effective,” “affordable,” and “attractive,” among other things.

A couple of the platforms talked about the flexibility of our integration and development tools. A couple of others mentioned flexible pricing. One highlighted the flexibility of our premium support plans.

Scalability was on almost every list. One platform referred to it as “robust infrastructure.”

All but one had a bullet about reliability, but that one did call us reliable under both “robust infrastructure” and “proven track record.”

Every one mentioned our global reach — which comes in handy at those big tables at large family reunions.

They all mentioned our excellent customer support.

Most of the platforms mentioned security.

Finally, as we got down toward the end of the list, we got some varied responses: customizability, innovation, multiple communication channels, robust API, advanced features, comprehensive documentation, and proven track record.

We couldn’t have said it better ourselves. And in fact we did say it ourselves, because generative large language models (LLM) like these tools train on large amounts of text, including, in all likelihood, our website and many other websites on which people have written about Plivo. They then string together likely combinations of words that can mimic expertise if the training based was good enough.

Generative AI platforms are not always right, however. In our case, while all of the good things were 100% correct, ChatGPT and Chatsonic noted that we offer video, and that’s not true. This is a good reminder not to rely on AI for your content. (This message was brought to you by your friendly local content marketer, who hopes to keep his job.)

Read what the robots wrote

Are you curious to see how each platform handled the answers? Let us know if you want us to post them verbatim on our LinkedIn page. Drop by there now and click that Follow button so you don’t miss them.

Jun 10, 2023
5 mins

Zentrunk Wins TMC 2023 Communications Solutions Products of the Year Award

Plivo’s Zentrunk won the prestigious TMC 2023 Communications Solutions Products of the Year Award with innovative features and exceptional customer experience.

Company

Global media company TMC just named Zentrunk, Plivo’s cloud-based SIP trunking solution, a 2023 Communications Solutions Product of the Year. It’s a threepeat for us — in 2021 and 2022 we won for our SMS API.

Zentrunk has evolved in the last year, capped by announcements of our new Trunk Properties API and Call Object API. A recent blog post shows you how easy it is to manage Zentrunk from the Plivo console.

In its blog post announcing the award, TMC says, “Winners represent prominent players in the market who consistently demonstrate the advancement of technologies. Each recipient is a verifiable leader in the marketplace.”

“This list encompasses the true leaders within their market segments,” says Rich Tehrani, CEO, TMC. “Honorees truly represent the best-of-the-best communications products and solutions available today.” He called Zentrunk “truly an innovative product and is amongst the best communications products and services available on the market today.”

To see for yourself what the excitement is about, sign up today for a free trial.

Jun 9, 2023
5 mins

How to Get the Most Out of Number Lookup

Number Lookup: Trace numbers, validate contacts, and uncover valuable information with numlookup call India. Discover the power of numlookup India with Plivo, sign up today!

Lookup API
Phone Numbers

If you’re planning a high-volume marketing campaign, you can save money by ensuring that the numbers you’re trying to reach are active and able to receive text messages. Number lookup can uncover deactivated numbers, landline numbers, and mobile numbers that can’t receive SMS.

Plivo introduced the Lookup API in 2020 to allow customers to programmatically determine information for any phone number worldwide. The Lookup API can also properly format numbers for use with our other APIs; improperly formatted numbers can cause calls and messages to fail. Number lookups also make economic sense in many regions, where the cost of a number lookup is less than the cost of sending a text.

What is number lookup?

You might be familiar with number lookup in the context of a reverse directory lookup, where, instead of finding a phone number for a name, you use the phone number to find out details about the person or business using it.

In the context of Plivo APIs, the Lookup API returns the phone number country, the number format, its carrier, and its type: fixed (landline), mobile, VoIP, or toll-free. Type is especially useful, as most landline numbers and many VoIP and toll-free numbers can’t accept SMS messages.  CPaaS platforms charge a fraction of a cent for every message sent, whether a number can accept SMS or not, so it’s worthwhile to eliminate invalid numbers from your target list.

For mobile numbers, the Lookup API relies on the Home Location Register, a global database that contains information about authorized subscribers to GSM (Global System for Mobile communication) networks. Fields returned include the mobile country code (MCC), mobile network code (MNC), and carrier name. These values map to fields of a unique ID for all mobiles phones — an International Mobile Subscriber Identity (IMSI), which is associated with the SIM in the phone. The first three digits of the IMSI represent the MCC. The next two or three numbers represent the MNC. The remaining digits represent the Mobile Subscription Identification Number (MSIN) within the mobile operator’s customer base, a unique number that the carrier uses to identify a user’s mobile phone number.

Though it sounds as if the MSIN should be a subscriber’s mobile phone number, it’s not necessarily. When a subscriber changes their phone number, for example, they keep their original MSIN.

Lookup use cases

Number lookup can keep your business from wasting time and money sending text messages or making voice calls to invalid numbers or ones that have no value for your organization.

  • Marketing — By looking up numbers and purging invalid ones from your database, you can save money by not contacting invalid numbers, and get higher response rates by eliminating the bad numbers before you reach out.
  • Shipping and delivery — Number lookups confirm the validity of a customer’s contact phone, and while it can’t confirm a delivery address, it can serve as a first line of defense against fraud.
  • Security — Many organizations use SMS to send one-time passwords to improve login security through two-factor authentication (2FA). It’s prudent to make sure that the numbers customers provide for this critical step are both valid and reachable. A similar argument applies to numbers supplied for logins to mobile apps.

Lookup on the Plivo console

While most people access it via code as part of their applications, you can do one-off lookups from the console. In the spirit of the console tours we did for SMS and voice, here’s a similar look at Lookup.

The Lookup Overview page is the fourth icon on the Plivo console menu. It displays a single screen.

A usage summary section tells you how many API requests you made in the last 7, 30, and 90 days.

Under that, another box lets you enter a phone number. Once you click Submit, the API retrieves information about the number, including its country, the number in various formats, and the carrier and number type, and displays it. Each lookup, whether executed in code or submitted via the console, costs 0.4 cents (US).

That’s all there is to it; we try to keep things simple around here.

Get started with Lookup

To get started with Plivo’s Lookup API, check out our documentation or read the FAQ page in our support portal.

Jun 9, 2023
5 mins

The Four Content Types for Texting in India

Implicit SMS Service: Service Implicit SMS helps automate processes, deliver personalized messages, and foster stronger customer relationships. Here are four content types to leverage bulk implicit texting in India.

SMS
India

To minimize spam texting in India, the Telecom Regulatory Authority of India (TRAI) mandates that all entities that want to send SMS messages must register information such as their entity/organization and message templates on distributed ledger technology (DLT) platforms. Read our blog post for complete details.

Part of the registration process requires organizations to register message content templates. A content template includes the actual text of an SMS message to be sent, with space designated for variables where appropriate, such as an account number or balance.

SMS message content falls into four categories, and therefore so do content templates: transactional, service implicit, service explicit, and promotional. This table shows each type of content and shows how they differ from each other.

TransactionalService implicitService explicitPromotional
UsageUsed only by banks to send one-time passwords (OTP) and alerts.Used to send OTPs, informational messages, and notifications — but not marketing messages — to registered recipients.Used to send offers or updates regarding services to existing customers.Used to send offers, promotions, and marketing content. The messages may or may not be solicited by the recipients.
ExamplesA message that contains an OTP required to complete a banking or credit or debit card transaction initiated by a bank customer
  • Confirmation messages of a credit/debit transaction
  • Product purchase confirmation
  • Parcel delivery status
  • OTP required for ecommerce or app login
  • Messages from schools regarding attendance/transport
  • Messages from medical providers regarding appointments
  • Government advisories
Any service message that doesn’t fall under the category of service implicit, including messages to existing customers recommending or promoting products or servicesAny message designed to promote or sell products or services
Consent preferencesNot requiredNot requiredRequiredRequired
Can be sent to number on DND listYesYesNoNo
Sending time restrictionsNoneNoneNoneCan be sent only between 10 a.m. and 9 p.m.
Sender ID (header) — must be registered with TRAISix characters, alphabetic, capitalized. Must be reflective of the brand name and/or trademark and must tie in with the content in the message.Six characters, alphabeticSix characters, alphabeticSix characters, numeric*

*The first character of a promotional header must start with the numeral that represents the business category that matches the category preference in National Customer Preference Register (NCPR) (DND Registry). 1 — Banking/insurance/financial products/credit cards 2 — Real estate 3 — Education 4 — Health 5 — Consumer goods and automobiles 6 — Communication/broadcasting/entertainment/IT 7 — Tourism and leisure 8 — Food and beverages

Finally, certain types of messages are always prohibited: political messaging during elections and gambling- and cryptocurrency-related content.

We’ve included all the information you need to know about registering on DLT platforms into an article in our support portal. It should guide you through registration for whichever content types you plan to use.

It’s easy to get started.
Sign up for free.

Create your account and receive trial credits or get in touch with us.

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