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

Nov 23, 2025
7 mins

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

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

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

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

What is an AI voice agent?

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

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

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

Types of AI voice agents

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

Rule-based AI voice agent

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

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

AI-assisted voice agent

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

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

Conversational AI voice agent

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

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

Voice-activated voice agent

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

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

How does an AI voice agent improve customer engagement?

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

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

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

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

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

Benefits:

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

Use case: Improve language learning for students 

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

Benefits:

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

Use case: Improve patient outcomes in healthcare

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

Benefits

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

Use case: Streamline routine financial services 

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

Benefits:

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

Use case: Get personal shopping assistance  

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

Benefits:

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

Features of an AI voice agent

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

The best voice agents for businesses come equipped with:

Natural language understanding (NLU)

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

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Personalization capabilities

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

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

Multi-language support

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

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

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Integration with other platforms and services

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

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

Benefits of voice agents

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

Enhanced user experience

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

Additionally, businesses can:

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

Better cost efficiency

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

The direct benefits to businesses are:

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

Accessibility for users with disabilities

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

Data collection and analysis for improved services

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

24/7 availability

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

Future of AI voice technology

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

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

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

Key upcoming trends:

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

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

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

Launch an AI voice agent with Plivo

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

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

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

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

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

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

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

Use Plivo-powered voice agents for: 

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

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

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Jan 21, 2026
5 mins

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

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

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

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

Top 10 AI Voice Agents for Real Estate (2026)

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

1. Plivo

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

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

2. Luron AI

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

3. Callers AI

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

4. SquadStack AI

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

5. Telgent

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

6. AIOnCalls

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

7. Brilo AI

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

8. VocalDesk

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

9. Calldock

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

10. Ylopo

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

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

1. Telephony Ownership vs. Vendor Stitching

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

What to prioritize:

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

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

2. Real-Time Performance (Latency & Uptime)

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

What to validate:

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

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

3. Multi-Channel Context, Not Disconnected Bots

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

What to look for:

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

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

4. Integration Depth (CRM, Calendars, Workflows)

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

Prioritize platforms that:

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

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

5. Built for Scale, Not Just Launch

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

Ask:

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

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

FAQs

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

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

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

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

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

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

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

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

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

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

Try Plivo Free

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

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

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

AI Voice Agents Infrastructure Hub
Jan 20, 2026
5 mins

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

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

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

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

Why Plivo is #1

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

What it does for you

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

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

Segment-by-segment fit

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

Start with Voice, go everywhere

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

Suitable for

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

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

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Define success first

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

Start with narrow, high-volume intents

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

Build the right guardrails

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

Ground every answer

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

Iterate weekly

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

FAQ

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

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

How should I measure success in the first 30 days?

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

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

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

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

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

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

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

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

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

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

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

Jun 19, 2025
5 mins

RCS Marketing 101: Your Complete Guide

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

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

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

Rich communication services (RCS) makes that possible.

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

What is RCS marketing? 

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

A user on Reddit summed up this perfectly:

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

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

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

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

RCS vs. SMS marketing: A quick comparison

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

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

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

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

4 key benefits of RCS marketing

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

Here are its four key benefits.

1. Improved user interaction

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

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

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

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

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

2. Consistent brand experience

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

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

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

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

3. In-depth analytics

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

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

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

4. Higher conversion potential

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

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

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

5 major use cases of RCS marketing

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

1. Product promotions

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

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

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

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

2. Abandoned cart reminders

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

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

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

3. Appointment confirmations and reminders

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

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

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

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

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

4. Customer surveys and feedback

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

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

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

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

5. Customer support follow-ups

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

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

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

RCS marketing myths and realities

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

Myth 1: RCS marketing is too expensive

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

But cost alone doesn’t tell the full story.

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

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

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

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

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

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

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

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

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

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

Why choose Plivo for your RCS marketing needs

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

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

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

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

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

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

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

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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.

Jun 6, 2023
5 mins

How SMS Supports Every Stage of the Customer Lifecycle

Read to know how SMS can be a useful tool for every stage of the customer lifecycle.

SMS

From the day we arrive on the planet
And, blinking, step into the sun
There’s more to see than can ever be seen
More to do than can ever be done
— The Circle of Life

Just as there’s a circle of life that moves us all, so too is there a customer lifecycle for businesses. Marketing teams know that customers have to be acquired, supported, and retained to maximize customer lifetime value.

SMS can be a useful tool for every stage of the customer lifecycle.

Why SMS? Because everyone who owns a cellphone can use text messaging, and that means almost everyone there is. Worldwide, 91% of people have a cellphone; in the US, it’s 97%, and in India 96%. And SMS is most people’s preferred communication channel: According to Bloomreach, 90% of customers prefer text messages over phone calls, and 93% have more trust in text messages than in email. The average open rate for SMS marketing is 98%, and the average click-through rate is 19%. 95% of text messages are read and responded to within three minutes of being received.

How SMS helps at every stage

Once you accept the logic in using SMS for customer outreach, you can start thinking about ways to take advantage of it. We looked at a number of stages of the customer lifecycle and thought about ways SMS can help an organization.

Acquisition

SMS can be a key tool for raising awareness of a company’s offerings. You can use it to promote products or services through targeted SMS campaigns to attract new customers. You can also allow prospects to sign up for newsletters or special discounts by texting a keyword to a short code.

Onboarding

SMS is a vital part of many organizations’ onboarding process. You can send welcome SMS messages to new customers that include information about your products and services, as well as limited-time discounts or promotions to incentivize new customers to make their first purchases.

Engagement

Once you’ve acquired customers, you have to keep them engaged. You can use SMS to send notifications of upcoming sales, product launches, or in-store events, as well as targeted deals or discounts based on customers’ preferences or purchase history. You can also use it for two-way communication in the form of SMS surveys to gain customer feedback to improve products, services, and customer experiences.

Other forms of engagement are just good business practices. For example, you can provide shipping and order status updates as well as delivery notifications.

Some customers also appreciate payment reminders, while your accounts receivable staff would probably appreciate your sending overdue balance notices to customers.

Support

Even engaged customers run into trouble sometimes. SMS can serve as a secondary channel for support questions — probably not your primary, as you’re better off having customers submit support tickets so you can handle them with a defined process — but SMS can be a premium support channel, providing real-time assistance.

Retention

But support isn’t the only time you want to keep in touch with customers. You can foster higher retention rates by identifying and targeting inactive customers with SMS notifications about special promotions or offers to encourage them to re-engage. The same approach works for win-back campaigns, in which you reach out to past customers with incentives or offers.

Advocacy

If you’re very lucky, your customers will become your best salespeople. Use SMS to encourage satisfied customers to share their purchases or experiences on social media, which will raise brand awareness.

Make the most of SMS

SMS can help at every stage of the customer journey. But how do you get the most impact from using SMS campaigns? We’ve written a blog post on best practices for SMS to help you craft, format, and send great messages. It covers:

  • the use of different number types (long codes, toll-free, and short codes)
  • the importance of opt-in consent
  • setting expectations for what customers can expect
  • what not to do to avoid triggering a carrier review of your campaigns

You should also pay attention to regulations in the countries where you’re sending messages to. For instance, before you send messages to India, you must register on a DLT platform.

By integrating SMS into the customer lifecycle, businesses can foster stronger relationships with customers, enhance their experiences, and ultimately drive growth and profitability.

May 30, 2023
5 mins

A Tour of the Plivo Console: Voice

A menu-by-menu look at Voice API management capabilities exposed via the Plivo console. It’s easy to get started — sign up today.

Console
Voice API

We began our tour last time with a look at what you can do on the Plivo console to monitor and manage our SMS API. The series continues here with a similar survey for our Voice API.

The Voice menu overview

To get to the Voice menu, visit the Plivo console and click on the second icon.

The console displays the Voice Overview page, which shows some basic usage information.

Advanced Insights

Moving to the next menu item takes you to the Advanced Insights page. It shows information that can help you identify call quality issues so you can fix them quickly.

XML and PHLO applications

The next menu choice brings you to a list of the Plivo XML applications and PHLOs associated with your account.  In Plivo parlance, an application is a set of answer, hangup, and message URLs that you use to control what happens to your incoming calls and messages, while our PHLO visual workflow design tool lets you build applications graphically. Clicking on an application name brings you to a screen of details about the application.

The entries in the Voice section of this page define URLs the application looks at in the event of an incoming call to that number or when the call is hung up. Upon receipt of an incoming call Plivo makes a synchronous HTTP request to your application using the URL specified in the Primary Answer URL field. The API expects an XML document in response. Plivo also sends a few parameters with the HTTP request that your application can act upon before responding.

If there were a URL specified for messaging it would work the same way. You can read more about the process in our documentation.

Endpoints

The next menu choice is Endpoints, which displays a list of SIP endpoints associated with your account. A SIP endpoint can be any IP phone, mobile phone, wireless device, or PC that uses Session Initiation Protocol (SIP) to perform communications operations.

Logs

Click on the Logs submenu to bring up the Voice log: a list of every voice API URL call made, which you can filter a number of ways or export for analysis elsewhere.

When you click on a call entry on the log page, you can see details about the call.

That’s a ton of information about the call itself — and if that doesn’t tell you enough, well, there’s more. A note in the last box on the page directs you to the call debug log entries. The debug log contains details for all callbacks that Plivo sends.

With all the information in the logs you should be able to understand any issues you encounter. (But if you need help, our support team is always here for you.)

In addition to call logs, we give you access to recording and transcription logs.

If you click on an item in the log, you can see details about that item.

Settings

The final group of menu items falls under the category of Settings. The first setting entry determines whether to use Call Insights. Because the feature is still in beta and therefore free to everyone, it’s enabled by default.

The Push Credentials screen lets you store the credentials you need if you’re working with Plivo’s iOS SDK or Android SDK. Once you have credentials issued by Apple and Google you can enter them here.

Geo Permissions can help you protect your account from fraud by restricting the set of countries your account can call. Get more information from our documentation.

Finally, Other Settings lets you enable destination number validation (which can give you better delivery rates and cost savings from not sending messages to numbers that are incapable of accepting them), enable HTTP Basic Auth on all GET recording media requests for enhanced security, and providing consent for Plivo to store and have access to logs and media packet capture files.

All about the console

That’s our quick tour of the Voice menus. To dig deeper, visit your console page and see what your data looks like. Also check out our other console tours of the SMS, Zentrunk, Number Lookup, and Phone Numbers menus. If you have any questions, you can find the answers in our documentation or on our support portal.

May 24, 2023
5 mins

Why You Might Want an Outbound Dialer

Outbound Dialer - Read to know about the benefits of an Outbound Dialer. Automate and optimize your outbound calling processes with Outbound dialer services from Plivo.

Voice API

Outbound dialing? It’s more than a fancy way of saying making a phone call. Even though phones haven’t used a rotary dial in decades, we still dial in the word to refer to automation software for making calls: outbound dialers (OBD).

OBD software is commonly found in contact centers and sales engagement platforms, where it improves staff efficiency by reducing manual repetitive outbound calling, so that sales agents and customer service representatives can contact more customers within a given period of time.

In addition to serving as a tool for live representatives, outbound dialers can also be fully automated to deliver recorded telemarketing calls. An OBD can deliver a voice message — useful for things like product promotions; announcements, notifications, and alerts; and one-time passwords (OTP) used for two-factor authentication (2FA). A more sophisticated multilevel OBD can accept input from call recipients, like an interactive voice response (IVR) system, and so can be used for things like sending payment reminders with an option to make payments and gathering product or service feedback.

There’s also the hybrid approach, where an OBD makes an automated call, but the call recipient can press a key and be patched over to a live agent.

Why not use text messaging, which is many people’s preferred channel for communication nowadays, instead of dialing up a voice call? Voice messages can convey more information than a single character-limited text message. Depending on where you are and what number type you use, voice can be less expensive too — and making one voice call will almost always be less expensive than sending multiple SMS messages. Voice is also better for certain kinds of calls that demand a personal touch.

OBD use cases

Outbound dialers can save time in a number of use cases.

  • Alerts and notifications

When companies need to tell a cohort of customers about a change that people might not be happy about, a voice call can provide more empathy than a text message. An airline might use OBD to send notice of flight delays; a salon might alert customers when a stylist calls in sick.

  • Surveys and feedback

Most people don’t have the patience to provide feedback for you if you ask them via email or SMS, but a quick automated call where they can speak answers or press keypad keys is likely to get better engagement. (Quick is key.)

  • Financial conversations

Discussions about things such as overdue bills are often better handled by a live agent than an impersonal text or email. OBDs can automatically dial phone numbers from a predefined list, eliminating the need for agents to manually dial.

Dialing modes

Different use cases lend themselves to different OBD modes. Call center managers generally refer to three modes: predictive, preview, and progressive.

1. Predictive

Predictive dialers can make many calls at one time. When someone answers, they’re connected with the next available agent. If no one answers, the software disconnects and moves to the next number in its calling queue. The goal is to maximize the productivity of call center agents by minimizing the time they spend waiting between calls and increasing the likelihood of reaching a live person on the other end of the line.

Predictive dialing is suitable for high-volume use cases with many available agents, in which agent efficiency is a priority, such as customer service follow-up, telemarketing, market research, and outbound sales prospecting.

A possible downside of predictive OBD is the risk of “dead air” for the called party. Predictive OBDs algorithmically determine when they should make a call based on metrics such as average call duration, abandonment rates, and agent skill levels. When they get the timing wrong, a call recipient can end up on the phone before an agent is available; most likely they’ll hang up.

2. Preview

With preview dialing, agents signal when they’re ready for a call. The dialer presents information about the contact being called, such as a customer name, account details, and previous call history. An agent can review the material before initiating a call.

Preview dialing can be advantageous in situations where a personalized approach is needed, such as in sales or collections calls, and when dealing with complex issues that require a full understanding of the contact situation. However, it results in lower call volume and lower efficiency than predictive OBD, as agents spend more time preparing for each call and manually initiating the dialing process.

3. Progressive

Progressive dialing, also known as power dialing, is similar to preview dialing in that agents indicate when they’re ready for the next call. The difference is that the agents receive information about the customer while a call is being made, rather than beforehand. This speeds up the outgoing call process, but gives less time for the agents to prepare.

Progressive dialers help agents maximize their time spent on the phone. This mode strikes a balance between the efficiency of predictive outbound dialing and the control offered by preview outbound dialing. It minimizes the risk of dropped or abandoned calls while still offering a degree of personalization and control for the agents.

Sales teams often use progressive dialing when they’re looking to renew or upsell customers.

OBD advantages

Whichever dialing mode you use, you’re likely to gain several benefits from OBD.

  • Efficient call routing

OBDs can intelligently route calls to the appropriate agents based on factors such as skill level, availability, and language preferences. This ensures that customers are connected to the most suitable agent, improving the overall customer experience.

  • Scalability

OBD software is designed to scale with a call center’s needs, making it suitable for growing organizations or those whose business cycle is seasonal. As the number of agents or call volume increases, the software can be adjusted to handle the growth.

  • Real-time monitoring and reporting

Outbound dialers provide real-time monitoring and reporting tools to track agent performance, call outcomes, and other essential metrics. These insights enable call center managers to make data-driven decisions to optimize their operations.

  • Compliance management

OBD software can include built-in compliance features to help call centers adhere to industry regulations and avoid potential legal issues. Compliance requirements may include call recording, call disposition tracking, and adherence to do not call (DNC) lists.

  • CRM integration

Outbound dialers can be integrated with customer relationship management (CRM) systems, allowing agents to access customer information and history during calls. This integration helps agents deliver a personalized and efficient service, enhancing the customer experience.

However you use them, outbound dialers can help call centers automate and optimize their outbound calling processes, enabling them to enhance productivity, improve customer satisfaction, and elevate overall business performance.

Plivo’s Voice API is a great tool for writing OBD software — or if you prefer your outbound dialing pre-canned, we offer Contacto, a cloud call center application, and Sellular, a sales engagement platform for prospecting at scale.

May 18, 2023
5 mins

Latest Verification Requirements for Toll-Free Messaging in North America

Toll-Free Verification: To protect consumers from spam and malicious messages that might originate from toll-free numbers, North American businesses have to verify their numbers.

Toll-Free
SMS

The carriers responsible for toll-free text messaging in North America mandate verification of toll-free numbers before you can use a toll-free number to send application-to-person (A2P) messages. This change aligns toll-free messaging with 10DLC and short codes, which already have business verification measures in place. The intent is to ensure that message senders on all services are reviewed and that businesses that send messages are documented and verified.

The verification process involves the carrier responsible for verification reviewing the submitted information and either approving or rejecting the application. The process can take up to two weeks.

Irrespective of the volumes of application-to-peer (a2p) messages you intend to send on toll-free numbers, you must verify each toll-free number.

Plivo recommends that you begin sending messages only after a toll-free number has been verified.

How to get toll-free numbers verified

  1. You can rent messaging-enabled toll-free numbers on the console.
  2. Once you rent a messaging-enabled toll-free number, you have two ways to submit details for verification:
    • Via Plivo’s toll-free verification API
      • We recommend this method if your business frequently requires toll-free number provisioning.
      • The API submits the verification request directly to the carrier with no manual review by Plivo, reducing the turnaround time.
      • As soon as a toll-free number is verified, you will get a call-back and can initiate A2P messaging traffic on-the-go.
    • Via the Plivo Console
      • We recommend this method if your business has a one-time or occasional need for toll-free number provisioning.
      • The Plivo Console also directly submits your request to the carrier with no manual review by Plivo team, ensuring fast turnaround.
      • For bulk toll-free number verification (more than 10 numbers), please fill out this sheet and create a ticket to share it with the Plivo support team. We will submit your request to the carrier for review.
  3. You can follow the verification status for any toll-free number on the console by visiting Phone Numbers > Active. By default numbers are classified as “unverified”. Once a number is submitted for review, it’s marked “pending verification”.
  4. When the carrier notifies us of the successful completion of the verification request, we change the status to “verified”.
  5. If you had submitted the request via the toll-free verification API, you will also get a call back with the terminal status of your verification request – “rejected” or “verified”.
  6. If the carrier rejects the verification request, we change the status to “unverified”. You should get this update as a callback if the request was submitted via Plivo toll-free number verification API. In case a verification request is rejected and the request was submitted manually, you will get an email from Plivo Support team.

Verified numbers are subject to the least amount of filtering — but that doesn’t mean customers can use them in unapproved ways. All messaging must still comply with best practices for A2P messaging and must not be used for any use case that is not allowed by carriers in the US or Canada.

Once verified, a number does not need to be re-verified for the same use case in the future. If you want to use any given toll-free number for a different or an additional use case, you should submit a new verification request. Failure to do so can be considered noncompliance by the carriers and may result in your messaging services being suspended.

May 15, 2023
5 mins

STIR/SHAKEN in Canada

STIR/SHAKEN Canada: Like the US, Canada has implemented STIR/SHAKEN — two technical frameworks for authenticating calling numbers and measuring trust in displayed caller names.

Fraud Prevention

We’ve written about the FCC’s mandate for US telecom service providers (TSP) to implement STIR/SHAKEN — two technical frameworks that attempt to authenticate calling numbers and measure trust in displayed caller names. We’ve been remiss at noting that Canada too has jumped on the STIR/SHAKEN train.

The Canadian Radio-television and Telecommunications Commission (CRTC) Decision 2021-123 “directs telecommunications service providers (TSPs) to implement STIR/SHAKEN to authenticate and verify caller identification (ID) information for Internet Protocol (IP)-based voice calls as a condition of offering and providing telecommunications services, effective 30 November 2021.” In other words, any Canadian carrier whose calls traverse IP networks in whole or in part must implement STIR/SHAKEN.

On May 31, 2022, TSPs were required to file their first post-implementation STIR/SHAKEN status reports with the CRTC. Reports are filed every six months.

An end to call spoofing?

Unfortunately, STIR/SHAKEN doesn’t guarantee that no calls will be spoofed. Even if calls are made and terminated on IP networks, if they’re interconnected via time-division multiplexing (TDM) on the public switched telephone network (PSTN), STIR/SHAKEN attribution information won’t be carried over. And calls from numbers outside the US and Canada, from countries that haven’t implemented STIR/SHAKEN, won’t carry attestation information either.

Still, it’s a start, and we expect more accurate attribution information on a higher percentage of voice calls as carriers do a better job of implementing the protocols.

While STIR/SHAKEN technology can uncover call spoofing, it doesn’t stop it or reduce the number of times it occurs. That will take additional standards that have yet to be written. For now, consumers can rely on smartphone apps like Truecaller, Hiya, and a host of others that let people identify incoming calls as possible spam and potentially automatically block them or send them to voicemail.

Plivo has been compliant with STIR/SHAKEN regulations since they rolled out, so you can be sure that any calls you make using Plivo’s Voice API and phone numbers rented from Plivo will have the highest possible levels of attestation

May 9, 2023
5 mins

Complying with TRAI Regulations for Sending SMS

TRAI DLT Regulations: Learn all about the TRAI Regulations on Commercial SMS Communications in India.

SMS
Phone Numbers
India

The Telecom Regulatory Authority of India (TRAI) mandates that all organizations that want to send SMS to phones in India via domestic messaging register on distributed ledger technology (DLT) platforms. Sender registration and whitelisting is designed to curb unsolicited commercial communication (UCC), control promotional spam, and reduce SMS fraud.

The size of the commercial communication market in India makes spam a giant problem. The country has 1.2 billion mobile subscribers who send and receive more than 30 billion messages per month. Not all of those messages are welcome, however.

DLT is a blockchain-based registration system that, for TRAI, records details about organizations, headers, consent information, and message templates. By following the rules around DLT registration, businesses that engage in telemarketing can ensure that their messages reach their target recipients.

We’ve written a post in our support portal that walks Indian businesses through the process of registering using any of four telecom providers’ portals. The process involves

  1. Obtaining an Entity ID
  2. Registering headers
  3. Registering consent templates and content templates

Step 1 — Register an Entity ID

An Entity ID is a 19-digit number that uniquely identifies a business. Once you’ve obtained it, you can use your Entity ID for all future header and template registrations. You’ll need several documents to obtain an Entity ID:

  • Business PAN, a government-issued permanent account number. You can register for a PAN online.
  • GST or TAN certificate. GST stands for Goods and Service Tax, and TAN is Tax Deduction and Collection Account Number. As you can for a PAN, you can register for a GST or TAN certificate online.
  • Letter of Authorization allowing an individual to register on behalf of the business.
  • Government-issued ID for the authorized individual.

Step 2 — Register headers

Once you’ve obtained an Entity ID you should register your headers. Headers are simply sender IDs for the numbers you plan to use to send text messages. To avoid confusion among message recipients, you may not use look-alike headers that differ only in their use of uppercase and lowercase letters.

Step 3 — Register templates

The next step is to register consent templates and content templates. A consent template is a standard message that’s sent to users to get their consent to receive communications from enterprises. There’s no limit on the number of consent templates you can create. After consent templates are approved by the registrar, you can link them to content templates.

A content template is the actual text of an SMS message. Content templates can include variables, so you can show where specific values are supposed to go in your messages; for example, “your verification code is {#var#}.”

There are four types of content templates:

  • Transactional — messages that contain a one-time password (OTP) required to complete a banking or credit or debit card transaction initiated by a bank customer
  • Service implicit — any message arising out of customers’ actions or their existing relationship with the enterprise, and that is not promotional
  • Service explicit — messages that require explicit consent from customers. This category includes service messages that don’t fall under the service-implicit category.
  • Promotional — messages intended to promote or sell products, goods, or services. Service content mixed with promotional content is treated as promotional.

Our support post shows examples of each, and presents a list of dos and don’ts for both consent templates and content templates. For consent templates, for instance, choose a logical short name for each consent template; that’ll help you choose the right consent template to associate with content templates. In your consent template, include the brand name that’s relevant to the scope of the consent, along with a complete description of what you’re asking consent for. For example, “We would like to send marketing offers and events to our registered customers” or “We need your consent to send you messages about your account as well as marketing offers.”

After consent templates are approved by the registrar, you can link them to content templates in promotional or service categories. As with consent templates, use relevant and recognizable names for content templates. You can insert a variable placeholder {#var#} to stand in for values such as dates, amounts, account numbers, names, and one-time passwords. Each content template may be associated with only a single header; don’t use the same content template with multiple headers.

Making registration easy

We’ve done our best to make the multi-step DLT registration process as simple as possible. If you follow the instructions in our support post you should have no trouble registering your business, so you can send text messages to domestic Indian phone numbers in compliance with TRAI DLT regulations.

The good news is that DLT registration is working. Since the government imposed its mandate, more than 2.5 million principal entities have obtained IDs. They’ve registered more than 600,000 headers and generated more than 5,500,000 approved message templates. All of this activity has yielded a welcome reduction in the number of customer complaints about registered telemarketers.

May 3, 2023
5 mins

An APPEALIE Award Trifecta

Plivo has won three 2023 APPEALIE SaaS + Software Awards. Read to know more.

Company

Who’s having a great year? This company. We just learned that we won not one but three 2023 APPEALIE SaaS + Software Awards.

  • Overall SaaS Award winner in the Development + DevOps category for Small Business + Mid-Market
  • Overall SaaS Award winner in the Development + DevOps category for Enterprise
  • SaaS Customer Success Award winner

If you think this sounds like old news, that might be because we won the Overall SaaS Award in the Development + DevOps category for Small Business + Mid-Market last year — and the year before that. It’s a threepeat!

The Customer Success Award is new. Winners are “recognized for their demonstrated excellence and customer outcomes,” according to the APPEALIES. The pride we take in supporting our users translates into happy customers.

Or it might be because we just announced that we won a 2023 Stevie Award.

New and noteworthy

Why did the APPEALIES choose Plivo? Cited features include:

  • Number masking lets ride-hailing and delivery customers and providers communicate without revealing their real phone numbers to each other.
  • Improved data filtering on the console gives customers instant access to their most important messaging and numbers data.
  • Customers in India can receive invoices, make payments, and receive payment receipts in rupees (INR).
  • US customers can get information about the level of STIR attestation for each call via the API responses and callbacks or via Call Detail Records downloaded from the console.
  • Our new iOS and Android mobile SDKs are built over a WebRTC framework, which offers better call quality and improved developer integration experience.
  • We reduced call transcription prices by 37%. Call transcription now starts at $0.0095 per minute. Transcription accuracy parallels industry leaders but at far better prices.
  • By default, Plivo expires messages that remain in the messaging queues after three hours. Customers now have the ability to set a custom message expiry interval for their SMS and MMS messages. Why do senders set an expiry interval? Some text messages have a limited useful lifetime — if they’re not delivered within a certain period, they become useless. Expired messages are not charged to customers.

We appreciate the recognition, which confirms Plivo’s quality. This award pairs nicely with the notice that we were named the top overall CPaaS by G2 users in the most recent Grid® Report for Communication Platform as a Service for Spring 2023.

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