Get access to your trial account
Please enter valid Full Name
Please enter valid Company Email
tick greenred cross
Please enter valid Phone Number
Please choose valid Usecase
Please enter valid Detailed Requirement
By Creating an Account with Plivo, you agree to the Plivo’s Terms of Service and Privacy Policy
Thank you icon
Thank you for your submission.

Volume pricing starts at 200,000 units/ month. For lower volumes, check our standard pricing

Thank you for your interest in Plivo.
Unfortunately, based on the information you provided, we are unable to provide service at this time.
We apologize for any inconvenience this may cause and appreciate your understanding.

Thanks for your interest in Plivo. We have two account options available to meet customers’ varying needs:

  • Self-service: no commitment, standard pricing, free basic support.
  • Committed spend agreement: guided implementation, premium support options, and discounted rates. These packages involve an annual contract starting at $750 a month.
Based on the information that you provided, a self-service account seems like the right fit for your business. Use the links below to get started:
If you’d like to discuss a committed spend agreement, please provide us a bit more information by filling out this form.
Oops! Something went wrong while submitting the form.
Fill out Calender form
You’re all set!
Thank you. We've received your request.
Our team will contact you shortly to get you started.
Featured

What is SMS Pumping: Plivo’s Quick Guide

Jan 8, 2024
7 mins

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

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

What is SMS pumping?

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

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

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

Real-World Impact: The Twitter Case

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

How does SMS pumping work?

The process typically unfolds as follows:

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

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

Signs Your Business Might Be a Target

Be vigilant if you notice:

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

Preventive Measures: Safeguarding Your Business

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

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

Plivo’s Solutions to SMS Pumping

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

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

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

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Jun 19, 2025
5 mins

RCS Marketing 101: Your Complete Guide

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

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

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

Rich communication services (RCS) makes that possible.

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

What is RCS marketing? 

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

A user on Reddit summed up this perfectly:

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

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

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

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

RCS vs. SMS marketing: A quick comparison

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

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

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

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

4 key benefits of RCS marketing

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

Here are its four key benefits.

1. Improved user interaction

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

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

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

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

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

2. Consistent brand experience

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

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

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

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

3. In-depth analytics

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

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

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

4. Higher conversion potential

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

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

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

5 major use cases of RCS marketing

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

1. Product promotions

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

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

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

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

2. Abandoned cart reminders

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

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

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

3. Appointment confirmations and reminders

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

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

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

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

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

4. Customer surveys and feedback

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

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

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

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

5. Customer support follow-ups

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

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

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

RCS marketing myths and realities

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

Myth 1: RCS marketing is too expensive

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

But cost alone doesn’t tell the full story.

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

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

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

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

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

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

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

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

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

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

Why choose Plivo for your RCS marketing needs

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

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

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

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

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

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

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

Jun 19, 2025
5 mins

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

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

Your customers are on WhatsApp but are your agents?

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

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

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

What is a WhatsApp AI agent?

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

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

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

What you need before setting up your agent

To go live with a WhatsApp agent, you need:

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

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

Optional but recommended integrations:

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

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

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

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

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

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

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

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

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

The goal is to build a WhatsApp AI agent that:

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

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

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

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

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

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

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

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

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

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

Depending on the customer’s reply:

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

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

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

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

Depending on the customer’s reply:

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

Step #3: Train your agent with AI

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

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

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

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

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

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

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

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

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

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

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

Plivo’s real-time dashboard lets you:

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

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

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

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

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

Plivo is purpose-built for WhatsApp AI agent deployment

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

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

Automate outcomes with WhatsApp agent setup in Plivo

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

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

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

Ready to get started? Request a free trial today!

Jun 19, 2025
5 mins

The Definitive Guide to Automating WhatsApp for Business

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

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

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

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

This is where WhatsApp automation steps in.

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

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

What is WhatsApp automation?

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

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

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

With WhatsApp business automation, you can:

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

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

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

Key benefits of WhatsApp automation

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

Reduce manual workloads and response times

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

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

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

Result: Faster response times and more efficient workflows.

Increases the scalability of customer interactions

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

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

Enhances customer experience through personalization

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

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

End result: Higher customer satisfaction and increased loyalty.

Cost-effectiveness compared to manual processes

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

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

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

5  popular use cases of WhatsApp automation across industries

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

1. Customer support

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

Example messages:

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

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

2. E-commerce operations

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

Example messages:

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

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

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

3.Marketing and lead nurturing

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

Example messages:

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

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

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

4.Event management and invitations

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

5.Appointment scheduling and reminders

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

Example messages:

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

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

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

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

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

Step 1: Define your use cases and goals

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

Set clear, measurable goals like: 

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

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

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

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

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

Step 2: Choose the right WhatsApp business API provider

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

  • Robust CRM integrations
  • Audience segmentation
  • Flexible automation workflows

These capabilities simplify your communication and scale your efforts efficiently.

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

With smart tagging and grouping, you can:

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

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

Step 3: Set up your WhatsApp business account

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

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

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

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

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

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

Step 4: Create and submit message templates

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

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

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

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

Step 5: Build automation workflows

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

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

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

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

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

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

Step 6: Test, launch, and optimize

Start with a pilot campaign to ensure everything runs smoothly.

Track key metrics:

  • Response time
  • Open rate
  • Conversion rate

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

Best practices for WhatsApp automation 

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

Tips for optimizing messaging frequency and timing

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

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

Leverage data analytics for campaign performance 

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

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

Compliance and customer privacy protection

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

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

Enhance customer communication with Plivo’s AI WhatsApp automation

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

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

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

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

Here’s how Plivo can enhance your customer communication:

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

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

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

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

Subscribe to Our Newsletter

Plivo’s cloud communications platform is backed by a robust, reliable, fault-tolerant.

Oops! Something went wrong while submitting the form.
Mar 21, 2023
5 mins

Getting the Most Out of Speech Transcription

Speech to text API: Accurately convert voice to text with Plivo’s voice API. Get the highest accuracy at the Lowest cost in the industry. Sign up today!

Transcription

Whether you’re already a Plivo customer or just researching what Plivo can do for you, don’t overlook our speech transcription service. Using it is as simple as setting a flag in the code and providing a URL where Plivo can send the transcription text.

How speech transcription works

How does speech transcription work? Speech-to-text software takes voice audio as input. It uses signal-processing algorithms to select phonemes from the sound data, then applies linguistic algorithms to save them in text as words and sentences.

Professions like journalists, lawyers, and doctors frequently depend on hiring transcribers to turn their recorded notes into text, but that’s expensive. Machine transcription costs less than human work, and it’s much faster, so you can process more data per unit of time. On average, adults read 240-260 words per minute, while conversational speech runs around 150 words per minute.

The drawback is that transcribed speech is less accurate than human transcription, depending in part on the quality of the audio from which it’s taken, but many businesses are willing to make that tradeoff to save time and money. After all, if the software reports someone said, “The ratio of going to bed cholesterol is in the normal range,” it’s obvious it was really “good to bad.”

How can speech transcription help you meet your business goals? Every business is different, but here are some common use cases that many businesses can profit from.

Speech transcription use cases

Accessibility — Speech-to-text capabilities mean that audio data can be converted in real time for subtitling, which can allow individuals with hearing impairment to more fully participate in events.

Conference call transcriptions — Text is easier to search than audio files. You can provide every member of a conference call with a transcript of the conversation as a record of the discussion and decisions made on the call. This use case also works well for public conference calls, such as earnings calls.

Audio bookmarks — If you transcribe audio and make the text available along with the audio file, you can navigate to the clips you’re looking for by clicking on keywords.

Agent coaching — In a call center scenario, managers need ways to bring agents along. By transcribing their conversations, managers can quickly review conversations, get an overview of a call, and offer coaching. An application can also extract keywords from text; in support scenarios, that lets agents look up material about the key terms, while in sales scenarios, managers can analyze conversations to see what keywords are most useful in closing deals.

Legal evidence — Call recordings constitute a contemporaneous and accurate description of a conversation that can serve as evidence in legal proceedings. Transcribing the calls makes it easier to search for relevant terms in batches of recordings.

Team communications — Many managers prefer explaining things verbally, but that approach doesn’t always scale when it comes to disseminating information. You can transcribe an informational call and distribute the audio along with the transcription to make it faster and easier for multiple people to get the message.

Translation — Machine translation from one language’s audio to another’s is difficult and expensive. Taking the intermediate step of transcribing the spoken words lets you use text-powered translation tools, which are more mature and less expensive.

AI applications — Organizations can leverage AI and machine learning to optimize processes, predict outcomes, and prescribe actions. Machine learning software may have a better time using text than audio files as input.

How to enable voice transcription in Plivo

Plivo’s transcription service can save you time and money. Rather than sending your Plivo voice recordings to a third party for transcription, streamline your workflow by using Plivo’s transcription service.

You can use Plivo’s Voice API to perform automatic speech recognition (ASR) on calls with our Record API or Record XML element. Along with industry-leading accuracy, you get industry-leading pricing as well; our transcription service — which works on English language audio — has one of the lowest costs in the industry. Think about which of your applications could be enhanced by voice to text, and give Plivo’s technology a try.

Mar 13, 2023
5 mins

Introducing the Plivo Changelog

Introducing the Plivo Changelog - Stay updated with the latest news from Plivo. Subscribe for announcements on new products, features and preview of upcoming launches.

Product

One of the nice things about SaaS software is that it’s always up to date — unlike software that’s installed on-premises, which has to wait for vendors to make new releases and administrators to install them. When you use a SaaS platform like Plivo, you get to take advantage of the very latest features every day, and bugs get fixed immediately — no waiting around for Patch Tuesday.

If you’re curious about what’s changing with Plivo, consult the Plivo changelog. It shows, in reverse chronological order, exactly what features became available on what dates. We’ve backfilled it with entries for most of this year — we figure you won’t be curious about changes from further back.

How does this help you? Well, suppose you notice something different about a console screen. Is it a new feature, or have you just not visited that page in a while? Now you can go to the changelog and find out.

Or suppose you’re trying to do something for the first time, and it’s not working properly. Are you making a mistake, or did we just update some functionality and cause a problem? By looking at the changelog, you can gather information that might help you zero in on a solution.

What’s on the changelog

When you visit the changelog you’ll see two tabs. The primary tab, Announcements, has blurbs about new features, bug fixes, and product updates. The second tab, Roadmap, tells you about beta software programs we have in progress, so you know what’s coming and can get an early look at it. You can even subscribe to a beta announcement, and we’ll send you a message whenever we have news about it, including when the beta software goes into production. You can also subscribe to the changelog as a whole, should you want to be alerted to any and all Plivo product news.

Changelog announcements are tagged with the aspect of the Plivo the announcement covers — SMS API, Voice API, Zentrunk, and so on. You can also use a search box to get right to whatever feature you’re interested in.

Another changelog page feature lets you leave feedback for us. Your suggestions and complaints go directly to our product marketing manager, who coordinates and prioritizes the work of our product managers.

Take a video tour

More of a video person? Here’s a quick tour for you.

Either way, check out the new changelog, and while you’re there, why not subscribe to it so you can stay abreast of Plivo product news. And if you have any suggestions about the new page, or about anything in Plivo, use the feedback feature to tell us about it.

Mar 8, 2023
5 mins

Plivo Protects PHI for HIPAA/HITECH Compliance

Plivo can sign a HIPAA business associate agreement (BAA) for customers who sign up for an enterprise package.

Compliance
Healthcare

Healthcare businesses frequently ask us, “Is Plivo HIPAA compliant?” To answer that question, we have to throw a little jargon around — but we think you’ll like the answer.

The Health Insurance Portability and Accountability Act (HIPAA) and its follow-on, the Health Information Technology for Economic and Clinical Health Act (HITECH), are US laws designed to protect the privacy and security of consumers’ medical data, which in HIPAA terms is referred to as protected health information (PHI).

Under HIPAA, covered entities (such as physicians and health plans) have to follow documented Privacy Rules and Security Rules guidelines for handling PHI. They don’t have to do everything on their own systems, however; they can contract with other companies that provide business functions such as billing or medical record storage or (ahem) providing a communications platform that lets the covered entities communicate with consumers via messaging or voice calls. To keep a covered entity complaint, a service provider that can access PHI must sign a business associate agreement (BAA) that provides assurances to the covered entity that the service provider will do its part to protect their data.

Plivo can sign a BAA for customers who sign up for an enterprise package.

HIPAA compliance requires everyone’s attention

HIPAA compliance is a shared responsibility, however. Plivo can guarantee things like encryption of data in transit and at rest and redaction of details in logs, and back those guarantees up with audit reports from independent third parties. But our customers, the covered entities, are responsible for other aspects, such as securing their authentication credentials and using the Plivo console in a secure environment. In short, you have to use Plivo in a compliant manner and make sure your applications’ instructions to us comply with the statutes.

Become an enterprise customer

Plivo’s Enterprise Package has numerous benefits for large organizations. Tell us about your needs and we’ll have an expert get in touch with you.

Mar 6, 2023
5 mins

PCI DSS Certification Means Your Payments to Plivo Are Secure

PCI certification: Plivo announces PCI DSS compliance certification which means your payments to Plivo are secured and protected. Sign up with Plivo, the most trusted CPaaS platform.

Compliance
Security

The Payment Card Industry Data Security Standard (PCI DSS) is the gold standard for information security for organizations that handle credit and debit card payments. Plivo is certified for PCI DSS compliance.

What is PCI DSS?

PCI DSS covers security requirements regarding storage and transmission of data, access control, and other factors, including:

  • Use of firewalls and antivirus software
  • Data encryption
  • Passwords
  • Multifactor authentication
  • Specified roles and responsibilities for each requirement

PCI DSS comprises a set of requirements instituted and regulated by the PCI Security Standards Council (PCI SSC), a consortium of card brands including Visa, Mastercard, American Express, and Discover. All organizations that process, store, or transmit payment card data must comply with PCI DSS requirements or risk losing their ability to process these payments.

Plivo is PCI DSS certified

Plivo is certified for PCI DSS Level 1, which applies to organizations that process more than six million credit or debit card transactions annually. We undergo an internal audit once a year, conducted by an authorized PCI auditor, and submit to a PCI scan by an approved scanning vendor once a quarter.

Plivo doesn’t accept payments directly — a cloud-based payment platform handles all of our transactions. However, while using a third-party provider cuts down on our risk exposure and reduces the scope of detail necessary to validate compliance, we still need to be PCI DSS compliant.

PCI DSS compliance requires everyone’s attention

PCI DSS compliance is a shared responsibility, however. Plivo can guarantee things like encryption of data in transit and at rest and redaction of details in logs, and back those guarantees up with audit reports from independent third parties. But our customers are responsible for other aspects, such as securing their authentication credentials and using the Plivo console in a secure environment. In short, you have to use Plivo in a compliant manner and make sure your applications’ instructions to us comply with the statutes.

Become an enterprise customer

PCI DSS compliance is just one Plivo feature that will appeal to large organizations. We’ve rolled several other features into an enterprise package that has numerous benefits for large organizations. Tell us about your needs and we’ll have an expert get in touch with you.

Feb 28, 2023
5 mins

A Tour of the Plivo Console: SMS

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

Console
SMS API

We’ve never taken our blog readers on a tour of the console. Did we assume that since they could sign up for free they could give themselves a self-guided tour? That’s certainly an option, but we’ll take a moment here and now to be your tour guide. Please keep together.

We’ll start our tour with a look at the SMS features available on the console. We were inspired to call out this section by a comment from Sharita Passariello, who works for Plivo customer Fluent, and who said in a recent customer story, “I love the self-service console and ease of use. It’s critical for us to check the SMS logs and see the messages that were delivered and undelivered, and see why messages were undelivered.”

Passariello shared additional insights about the state of SMS API marketing in a recent webinar.

The SMS menu overview

To get to the SMS menu, visit the Plivo console and click on the third icon.

The console displays the Messaging Overview page.

Below some account information, the overview page shows a quick usage summary, a map (holy Mercator, look at the size of Greenland!) with a table showing usage by location, and a graphical and tabular breakout of messaging by source number type.

SMS and debug logs

That’s all very pretty and good information to pass along to upper management, but the console exposes lots more information. To see it, click on the Logs submenu to bring up the SMS/MMS log: a list of every messaging API URL call made, which you can filter a number of ways or export for analysis elsewhere.

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

We won’t make this long post longer by pointing out the information in each section of the page — the point is, you can see all the information you need about a given message, including status, content, and charges.

In addition to the SMS/MMS log, for API calls that include callback URLs, we expose details of our API responses in a debug log; it contains details for all callbacks that Plivo sends. If you click on MessageUUID of an entry in the debug log you can zoom in and see all the details about the message.

10DLC

Since Fluent’s Passariello also complimented us on our 10DLC console capabilities in the company’s customer story, let’s look at those next. From the 10DLC menu choice you can add the 10DLC brand you’ve registered for your business, or register one or more new ones. (Resellers, for instance, register multiple brands.) If you click on a brand, you can see all the campaigns registered for it, register new ones, and deactivate existing ones.

If you click on a campaign, you can see all of the phone numbers registered for it, and link and unlink numbers, as well as see the throughput allocation for the campaign.

XML and PHLO applications

From the SMS menu you can also look at the Plivo applications 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. This console page shows the mappings.

Here’s an example of an interactive voice response (IVR) XML application; we can tell that by looking at the information about it in the Application Details section. The entries in the Voice section 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.

Messaging works the same way. Plivo makes a synchronous HTTP request to your application using the URL specified in the Message URL field. Your web application should return an XML document that provides instructions to the Plivo API on how the event should be handled. You can read more about the process in our documentation.

In addition to XML applications, you can see information about PHLO applications. Plivo High-Level Objects is a visual design studio that lets you build workflows with little or no code. When you click on a PHLO in the list, you bring up the design page for that PHLO, so you can change the workflow and settings.

Sender IDs, MMS media upload, and Powerpack

Many countries — but not the US or Canada — support sender IDs, which are like caller IDs but for messaging. From this menu page you can see what sender IDs you’ve registered and register new ones.

If you’re planning on sending MMS messages with image, audio, or video attachments, you can specify your own URL or you can use the MMS Media Upload screen to upload the multimedia files to Plivo. then use the media ID associated with the file in the SMS API to include the attachment. Hosting it with us gives you lower latency and eliminates the need for you to manage attachments elsewhere.

Plivo also offers Powerpack, which lets companies manage messaging at scale. With the introduction of 10DLC, which offers higher throughput on long code numbers than was formerly available, Plivo no longer recommends using Powerpack for US customers, but it’s a great tool for other countries.

Settings

The final SMS menu choice lets you tailor certain settings. For example, under Alerts, you can choose whether to notified when

  • the delivery rate for outbound messages drops significantly
  • delivery failures for inbound messages rise significantly
  • SMS volumes display unusual surges

Another screen lets you set geo permissions as a way to help curb SMS fraud. You can select a list of destination countries to which outbound messaging from your account is allowed. We’ll block (and not charge for) any messages sent to countries not in this list. You can also define a list of countries to which outbound SMS traffic is allowed at a subaccount level.

The third and final settings submenu lets you tailor a few miscellaneous settings.

All about the console

The console is the nerve center for administering the Plivo platform in action. This post touched on some highlights; to dig deeper, visit your own console and see what your data looks like. Also check out our other console tours of the Voice, 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.

Feb 15, 2023
5 mins

Build Brand Loyalty with Retail SMS

Build brand loyalty, boost engagement and business communication with retail sms api by Plivo. Enhance your retail marketing with Plivo’s SMS API, Sign up today

SMS

For retailers, nothing is better than brand loyalty. If you can create a positive image of your brand in people’s minds, not only are they likely to become repeat customers, they’ll also help you market your brand to their friends and acquaintances.

Text messaging, a.k.a. SMS (short message service), may be the best tool retailers have to build brand loyalty. With texting you can not only be in touch with people who might want to buy from you, you can also interact with them.

Why is SMS better than other communications channels? Virtually everyone has a cellphone, so virtually everyone can access SMS. Text messages have a 98% open rate, and 90% of texts are opened within three minutes. Those stats are much higher than comparable rates for email. And at less than a penny per message, SMS is less expensive than alternatives such as direct mail or newspaper advertising. Finally, since your messages arrive directly on people’s devices, you can personalize your messages for each customer.

Virtually anything you could send via email or direct mail works better with SMS. You can use SMS to:

  • Attract new customers: Casual shoppers that find your website can sign up to receive coupons or notices of special sales.
  • Encourage repeat business: By staying in touch with customers, you keep your brand at the top of their mind.
  • Simplify customer purchases: If you have a repeat customer, you can text them a verification code for them to enter. Since you already have their payment and shipping information in your systems, all they have to do is enter the code and confirm their purchase.
  • Send operational messages: You can use SMS not just for marketing but also for operational tasks such as order confirmations, status updates, in-stock/pickup notifications, and delivery notifications.
  • Enhance security: By sending one-time passwords via SMS, you can make sure that customers’ account records are accessible only to the person whose phone number is associated with an account.

Using SMS for retail marketing

SMS is especially useful for retail marketing. In the last six months, Statistica reports 79% of smartphone users made a purchase on their mobile device, and that mobile commerce makes up 73% of the global share of ecommerce. Implementing retail SMS marketing is a great way to meet customers on a channel they already use.

The ultimate metric for retail marketing is increased sales. Learning about a product is a key step in selling it. You can use SMS to send a link to a web page where people can learn about a product.

A side benefit of that process is analytics. By customizing the link, you can see how many people used it and what kind of demographics they represented, which you can then use to refine your message for the next outreach message.

People that opt in to receiving marketing messages have a bias toward purchases. You can boost sales by sending them digital coupons that they can use online or in person (to increase store visits), or tell them about special sales for opted-in members. Even if they don’t buy today, staying in touch keeps your brand at the forefront of their attention, which can build brand loyalty — as long as you don’t cross the line into spam by a too-frequent cadence of outreach.

In addition, customers appreciate information they can use. You can use SMS to let customers know that their order was shipped, or new stock arrived, or tell them about special holiday store hours.

Stay compliant

SMS can benefit retail businesses, but you have to remember to stay compliant with national and carrier regulations, which differ from country to country. Most countries require businesses to obtain permission from consumers before sending them text messages. They may also limit the hours at which you can send messages, and require certain kinds of identification, such as a caller ID or sender ID.

Retailers can encourage consumer opt-ins by offering them special discounts. For example, you might ask consumers to sign up for SMS updates, and when they do, you text them a promo code that gives them 15% off an upcoming purchase. That’s a win for both the business and the customer.

Fortunately, you can get a head start on most of your compliance issues by using an SMS API from a cloud communications platform like Plivo. We operate in more than 190 countries and build in compliance with local compliance requirements. (It’s still up to you to make sure your customers opt in to receiving messages though.)

Think about the many ways your retail business can use SMS, then get a free Plivo trial account and start using text messaging to foster brand loyalty.

Feb 6, 2023
5 mins

STIR/SHAKEN: Everything You Need to Know About Trusted Calling

What are the STIR/SHAKEN protocols and standards for authenticating caller ID, and what do they mean for businesses that automate voice calling?

Fraud Prevention

The number of unwanted and illegal robocalls in the US continues to rise. According to YouMail, Americans were hit by more than 50 billion robocalls in 2021, with about 40% of those calls thought to be fraud-related. And as annoying as these calls are for people who receive them, they’re even more detrimental for businesses that are trying to reach people with pertinent information. Many of these robocalls use caller ID spoofing to make recipients think they might know the caller. Caller ID spoofing hurts legitimate businesses by making call recipients less likely to pick up any calls.

UC Today interviews Plivo’s Tony Graham to learn what’s shaking with STIR/SHAKEN.

Understanding STIR/SHAKEN Standards: Trusted Calling with Shake Stir

While historically, telephony was highly regulated, technical innovations such as computerized dialers and inexpensive IP-based calling on the public telephone network has turned robocalling into an everyday nuance. As a result, the US agency in charge of protecting consumers from communication scams, the Federal Communications Commission (FCC), directed carriers to implement robust call authentication by adopting STIR/SHAKEN standards targeting by June 30, 2021.

What is STIR/SHAKEN?

STIR/SHAKEN are acronyms for the Secure Telephone Identity Revisited (STIR) and Signature-based Handling of Asserted Information Using toKENs (SHAKEN) standards. They’re technical frameworks that measure trust in the displayed caller name and number by authenticating the calling number.

Together they work in a way similar to attesting to the identity of the caller with a digital certificate. In the STIR/SHAKEN framework, a secure telephony identity (STI) governance authority issues digital certificates to carriers, or others who own or are assigned dedicated telephone numbers. The private key associated with a digital certificate is then used to sign a VoIP call, thereby indicating that the calling party number is who they claim to be.

Levels of Attestation in STIR/SHAKEN: Shake Stir Caller Trust

Attestation provides the mechanism for carriers to communicate about a calling phone number’s legitimacy. A Secure Telephony Identity (STI) authentication service assigns an attestation level to a call that represents how confident a service provider is that the number’s owner is truly the one placing the call:

  • Full attestation (A) — The service provider has authenticated its relationship with the customer making the call and the customer is authorized to use the calling number.
  • Partial attestation (B) — The service provider has authenticated its relationship with the customer making the call, but cannot verify that the customer is authorized to use the calling number.
  • Gateway attestation (C) — The service provider has authenticated that it has placed the call on its network, but has no relationship with the originator of the call (for example, a call received from an international gateway).

How STIR/SHAKEN Notifications Enhance Trusted Calling?

When someone receives an authenticated call, they may be notified with a verification keyword or symbol on the incoming call display. If a call cannot be verified (attestation C or no attestation), it may be blocked or the consumer may be warned on their caller ID screen of a potential scam call. The purpose of notifications is to allow people who receive calls to decide whether they want to answer, ignore, or block a number.

If you’re a business, these changes should help you feel more empowered and increase the chances of your calls being answered by recipients.

We have more details about STIR/SHAKEN in our documentation.

Implementing STIR/SHAKEN

Without Plivo:

Businesses that implement STIR/SHAKEN themselves (typically within a private cloud environment) are held accountable with near-instant traceback by regulatory groups and law enforcement if STIR/SHAKEN is abused, including faking attestation levels.

With Plivo:

If you’re a direct customer of Plivo’s, we can sign outgoing calls on your behalf and ensure calls get the right attestation so that call recipients feel confident in answering them. We can also validate the attestation levels on incoming calls received on the Plivo Voice API platform, providing customers with the necessary information so that they and their end users can decide whether to answer the calls or not.

To ensure the right level of attestation, Plivo customers should submit to us their business information and the phone numbers they own and use as caller IDs so they can be verified. We’ll determine the appropriate level of attestation depending on the results of the verification and thus the level of confidence Plivo has in the caller ID used on an outgoing call.

Download our free eBook on Best Practices for Voice Calling with the Plivo Voice API and elevate your communication strategy!

Plivo’s compliance operations team makes this process as seamless as possible for our customers. We believe that STIR/SHAKEN is crucial in preventing illegal or deceptive behavior like caller ID spoofing, and we’re excited to be part of the fight against unwanted robocalls.

Feb 6, 2023
5 mins

How Government Agencies Can Use SMS for the Public Good

Governments can use high-volume outbound SMS services to communicate effectively with a large volume of people at once. Know all about the benefits, use cases and best practices of community text messaging at Plivo.

SMS
Government

If you work for a state or local government agency you probably think a lot about how to communicate with your community — and how they communicate with you — given that public servants should be as accessible as possible. You probably already offer a lot of ways to communicate with those you serve — via in-person office hours, telephone calls, email, and web forms. If that’s as far as you go, though, you may be missing out on a channel that many people prefer to use.

Public agencies can benefit from adding SMS to their communications toolbox. Virtually everyone has a cellphone, so virtually everyone can access SMS. Text messages have a 98% open rate, and 90% of texts are opened within three minutes.

Using SMS is less expensive than many alternatives — a big positive when it comes to spending tax monies responsibly. Instead of calling a 311 municipal services hotline, residents can text their issues to an equivalent number. Behind the scenes, an application reads incoming texts and responds automatically by providing informational resources or forwarding queries to the appropriate people and departments. Text messaging makes it easy for citizens to report burned-out streetlights and get information about permits and licenses at a very low cost to the municipality. It can improve communications and enhance customer service.

{{cta-style-1}}

SMS use cases for public communication

Almost every government agency can use SMS for community text marketing. It’s a great way to share news about special events, holidays, changes in hours of business, and other kinds of general news. Text messages don’t require agreeing upon a mutual time to communicate. People open them quickly. And digital messages are easy to include in the public record to satisfy transparency laws.

Agencies can send confirmation messages to citizens who submit forms or comment to the agency, to acknowledge receipt. When appropriate, software developers can build confirmations into the process of handling an incoming message, perhaps sending status updates at different milestones, such as when a task is assigned to a specific individual and when it’s completed.

Text messages can contain links to web pages, so governments can send members of the public to a web page that tells them the information they need, or to a web form where they can file a report. And SMS leaves a digital record of every message, which is important for oversight, transparency, and compliance.

With a single text message, government representatives can send notifications to thousands of people at one time, allowing citizens to access the information they need quickly from their mobile devices. What are some common scenarios in which SMS helps governmental agencies?

Emergency alerts

If a hurricane, tornado, blizzard, or even severe thunderstorms threaten the public, the powers that be should warn people to prepare. An agency can send bulk SMS messages to every opted-in citizen to tell them what’s happening, at what time issues are expected, and where and how they can get help.

Safety alerts

One texting example that many people are familiar with is the Amber Alert/ Silver Alert system: If a child or a senior with dementia goes missing, law enforcement can send an SMS message to everyone within a certain geographic area with information about the missing person and other useful details.

Service notifications

Text messages are an effective way for public works departments to tell residents about changes in parking regulations, temporary parking changes caused by street cleaning, snowplowing, or construction, and road closures and detours. They can alert neighborhoods about shutoffs to repair water lines.

Reminders

Governments work best when all citizens have an opportunity to participate. Sending SMS messages can help remind people of their responsibilities. Local governments can use text messages to remind adults to register to vote, and to tell them where their polling place is on Election Day.

Courts can send reminders for plaintiffs, defendants, and jurors about when they have to appear at hearings. A study from New York courts showed that text reminders reduce the failure-to-appear rate by up to 21%.

Business licensing authorities can nudge business owners about business registration renewal deadlines.

Motor vehicle departments can remind drivers that their cars need a state-mandated inspection. Most drivers would rather get a reminder and pay for an inspection than get pulled over and pay for a ticket — and have to pay for an inspection on top of it.

Surveys

Not all text messaging has to be reactive. Government bureaus can also use SMS to send out surveys to ask what people want from them or to gauge how effective a program is.

And more!

All of the use cases we’ve looked at so far rely on governments sending communications to residents, but when you have the ability to use SMS, you’ll find it a worthwhile tool for interagency communication as well.

Finding time for meetings between government officials is a chore. In-person meetings are tiresome to set up and not always a productive use of all participants’ time. Voice calls are almost as poor a communication channel — they take too much time and leave no easily searched record of any decisions made. Email is a better option — when people open it. Shared documents are another great alternative, but security and privacy regulations make using them problematic. SMS makes an excellent alternative — it’s widely available, quickly read, and easily preserved for transparency purposes.

Another thing SMS works well for is inbound communication from the public to government agencies and bureaus. Most agencies already offer multiple communication channels to allow the public to use whichever ones they’re most comfortable with. SMS is as timely as a visit to City Hall without the inconvenience of having to travel downtown. It’s as convenient as email as a way to send images, documents, and web links, which can be useful to help municipal workers understand issues more clearly. And it’s more convenient than voice calls to staff members for all of the reasons that individuals choose to text their friends rather than call them.

Finally, security best practices call for organizations to use two-factor authentication (2FA) before permitting authorized users to access their digital assets. For many organizations, 2FA involves the use of one-time passwords (OTP) delivered via SMS.

The right way to support SMS

Clearly SMS is a useful communications channel, but government agencies can’t let individual workers use their personal cell phones for official business. They need to set up an SMS communications platform that uses an SMS API to programmatically send and receive messages and route them appropriately.

Plivo helps governments and public sector agencies keep their constituents informed.

Jan 24, 2023
5 mins

Why Businesses Should Employ Multiple Cloud Communications Platforms

3 reasons why businesses should employ a multicloud approach to CPaaS. Know more about the benefits of multicloud communications with Plivo. Sign up today

CPaaS

Many organizations add fault tolerance to their IaaS and PaaS platforms by using multiple providers. We’re seeing the same trend in SaaS software, and particularly with communications platforms as a service (CPaaS) — and for excellent reasons.

In a report based on the 451 Research Voice of the Enterprise (VOTE) survey, 451 Senior Analyst Raul Castanon says, “As mainstream enterprise adoption continues to grow, we expect CPaaS will mirror key trends driving the evolution of the larger IaaS/PaaS market.” Castanon and Plivo CEO Venky Balasubramanian covered the issues in a joint webinar.

Castanon also said, “Plivo can be considered among the pioneers for CPaaS and continues to innovate, with novel approaches such as multicloud CPaaS, which can be instrumental for enterprises looking to address challenges related to resiliency, scalability, global coverage, and regional regulation requirements.”

Three of the most important reasons for a multicloud approach include gaining 100% uptime, getting access to unique platform-specific features, and optimizing costs.

Resiliency

100% uptime is everybody’s goal, but every platform experiences outages, both unplanned and planned. When a cloud communications platform is unavailable, end users can fail to receive important information such as account alerts, delivery notifications, appointment reminders, and — worst of all — two-factor authentication messages. If someone doesn’t receive a text message with a one-time password for 2FA, they won’t be able to access the resources they need on their systems.

Using multiple cloud communications platforms keeps your team from having to depend on a single point of failure. Redundancy is a must for mission-critical systems and applications.

Plivo promises 99.99% uptime. In practice we generally do better than that — check our status page for proof. That enables us to deliver more than a billion transactions every month. If you have both a primary and a secondary CPaaS provider with those kinds of numbers, chances are you’ll never lose touch with your customers.

Platform-specific features

All CPaaS have different geographic coverage. While Plivo can deliver text messages and voice calls to more than 190 countries, some of our competitors have smaller lists; Bandwidth, for example, boasts that they have a presence in 60+ markets, while Telnyx claims 142. With multiple providers you can reach people around the globe, so if you’re in need of a Bandwidth alternative or a Telnyx alternative, we can help.

Similarly, voice quality and message deliverability vary on different platforms. If you find you’re having problems in those areas, as Plivo customer Fluent did with another CPaaS provider’s network, you can bring on a platform that can help you improve those numbers. Selecting a secondary platform allows you to send messages or calls through the provider that provides the best call quality or message deliverability, ultimately offering better service to your customers.

Cost optimization

Providers have different rates for services in different countries. With multiple providers you can plot out the best rates and optimize your costs.

But you can’t look at just the unit cost per message or per call when you consider optimization. What really matters is the total cost of ownership — or rather total cost of the service. That means considering, in addition to unit costs, items like support costs, platform costs, and people costs — the time spent using and managing the service.

With an API platform, people time includes developer time. Having an API that resembles that of a platform they’re familiar with makes adding the new platform easier and faster. Plivo’s API, for instance, are designed to be familiar to developers who’ve worked with Twilio. We also provide comprehensive documentation with code examples for seven common web development languages.

The proof is in the pudding

We joined Fluent’s Sharita Passariello in a webinar in which she talked about how taking a multicloud approach helped her organization boost revenue. Watch it and consider whether the same approach could help your business.

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

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

Grid
Grid