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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.

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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Jan 18, 2023

5 mins

The Best 2FA for Financial Services Businesses

Best 2FA for banking, finance, fintech, and financial services: Implement Two factor authentication into your application seamlessly using Plivo’s 2FA API. Sign up today!

CPaaS

Finance

2FA

More than most businesses, financial services providers such as banks, accountants, and wealth management and planning consultancies need to protect their own and their clients’ digital assets and grant access only to individuals who have the credentials to view and update them.

Best practices for security today call for two-factor authentication (2FA), which protects accounts from unauthorized data access by requiring a second form of identification in addition to usernames and passwords. That second factor can take several forms:

Something a user knows, such as a password
Something they have, such as a smartphone or a hardware authentication token
Something they are, such as a biometric characteristic — fingerprint, faceprint, voice

Since you’re already asking for something they know — a password — you should, in addition, ask for one of the other factors. Which one?

The best second factor is something that most users will find easy to use and that doesn’t cost them any money they haven’t already spent. Consider something they have: More than 97% of Americans own a cellphone. That means you can send a one-time password (OTP) to their device and require them to enter it on a web form to unlock access to their data.

Many organizations use SMS to send OTPs, since text messaging is most people’s preferred communications channel. You should be prepared, though, to also send OTPs via voice call to meet the needs of customers who either lack a cellphone but do have a landline or who simply prefer voice communication.

Only someone with the user’s device, or more accurately their phone number, can successfully complete authentication with a one-time password, providing a strong measure of additional security.

Other options for 2FA

Alternatives for 2FA all have issues that make them less well suited for 2FA. Hardware tokens such as the Yubikey, for instance, are exceptionally secure, but they’re relatively expensive (especially compared to the zero added cost of a mobile phone) and easy to misplace. Biometric verification is hard to fool (but not impossible) but it requires hardware (such as a camera or fingerprint reader) that may not be available, along with software to verify the biometric measurement.

Finally, there’s the option to use a software authentication app, such as Google Authenticator. These apps run on smartphones and generate a numeric token that users have to enter to gain access to resources. Software on the server side, which runs the same algorithm as the authenticator app, checks that the number entered matches the expected number for the account. Authenticator apps are fine but somewhat complex. Rather than tap around to find the right app and the right account within the app, most people find it easier to have a unique code delivered right to them via text or voice message — and when you’re supporting thousands or millions of customers, ease of use means fewer support calls and lower costs.

Plivo’s SMS API and Voice API are excellent options for integrating OTPs into your existing applications. We’ve written use case guides on how to implement 2FA with Plivo APIs, either via .NET, Node.js, Ruby, Python, or PHP or by using PHLO, Plivo’s drag-and-drop low-code/no-code tool. See for yourself how easy it is to integrate Plivo APIs into your financial services applications — sign up for a free trial account.

Jan 9, 2023

5 mins

Take the Trauma Out of Travel with a Touch of Timely Texting

SMS API for travel, airline, and hotel businesses: Send, track, and analyze text messages seamlessly with Plivo. Integrate Plivo’s SMS API with your existing applications. Alt text: SMS API for travel, airline and hotel businesses | Plivo

SMS API

Travel

Few people are as nervous as travelers. Imagine leaving the comfort of your pathogen-free home to strike out, maybe on your own, to a destination you may never have visited before. Everything along the way is calculated to make you nervous.

Suppose you call a cab or a ride-hailing service to take you on the first leg of your trip. Will the driver be talkative? Will he play music you hate? Are you rude if you ask him to turn it down because you have butterflies in your stomach? How much should you tip?

Or maybe you catch a local bus or subway train. Will it be on time? Will you be able to make your connection? Will you have a seat to yourself, or will you have to stand or sit next to someone who smells or whose crappy music you can hear just fine from their earbuds?

If your travel involves flying, oh, the headaches. In the US, TSA lines can be nearly empty or keep you waiting for an hour. Did you bring an ID, and is it an acceptable one? What items do you have to remove from your carry-on to be X-rayed? Will the screening machine’s radiation increase your risk of cancer? After you make it through the gate and put your shoes back on, will your flight leave on time?

And what about food and drink? Does your airline provide them or is it strictly no-frills? Do you have to pay a flight attendant if you’re starving? Or should you eat at an expensive airport restaurant before you get on the plane?

Finally you arrive safely. Will your friend at your destination meet you on time? How will they find you? Or do you have to find your way to your hotel on your own? Does your hotel have a free airport shuttle? What time is check-in — will your room be ready?

The stress involved in travel is enough to make anyone wonder why we ever leave home.

Helpful businesses stay in touch

If you manage a travel or hospitality business, such as an airline, hotel, or homeshare, providing answers to travelers’ anxious questions — sometime before they ask them — goes a long way toward improving their experience and elevating their satisfaction with your brand.

Nothing is better than text messaging to provide some comforting virtual hand-holding. By adding texting to your reservation system, you can keep in touch with customers at every stage of their journey — not the customer journey, mind you, but actual trips.

Travel businesses can let customers know that their transit is on time, or that, for instance, a flight’s gate has changed. Hotels can provide helpful tips on things like where to park and when the in-house restaurant closes. Homesharers can text the code for a lockbox that contains the keys for their visitors’ home away from home. Restaurants can confirm reservations and remind patrons about table times when a dining date arrives.

Booking with a dog? Text your hotel in advance to ask about dog friendly rooms. “Hello! Go for it! We are 100% Dog Friendly.”

Ready to pick up your car from the valet? “Flash Valet has received your request for ticket 117792. We will notify you when your vehicle is ready.”

It’s easy to add texting capabilities to an existing application. Plivo, a communications platform as a service (CPaaS), provides an SMS API that developers can call to send and track text messages. Texts go out over Plivo’s Premium Communications Network, a global network for reliable text delivery. It’s easy to get started — we offer a free trial. And if you’re already familiar with using an SMS API from another vendor, you’ll find Plivo’s API to be familiar and easy to use.

Dec 16, 2022

5 mins

How Customer-First Communications Helps Financial Services Businesses

Adopting a customer-first communication strategy is essential especially for financial services businesses.

CPaaS

Finance

If you’re in a financial services business, you know that few things are as personal to customers as their money. Your job may be to help them make wise financial decisions, but you also have to be prepared for time-critical incidents, as when someone is locked out of their account or when thousands of customers are panicking during a market meltdown. Whether it’s business as usual or exceptional circumstances, you need to put customer needs first.

Putting customers first helps every business, but it’s particularly important for financial services companies, because they deal with their customers on a very personal level. Financial services concerns are just as intimate as healthcare issues, and just as likely to be messy if things go wrong.

People such as bankers, insurance agencies, and accountants are personally involved with their customers’ money. Stockbrokers, investment advisors, and mortgage lenders and payment service providers all need to take a sensitive approach to working with customers.

To take a customer-first perspective, you first have to get to know your customers. Start with their demographics, but go beyond that to their emotions. What do they like and dislike? Why would they choose your company over a competitor’s? Uncovering this information doesn’t benefit just you; customers expect you to understand who they are, what they stand for, and why they do business with you.

Like most consumers, financial services customers expect excellent customer service and personalized communications. This expectation for personal attention may seem to be in conflict with businesses’ need for automation, but it doesn’t have to be. You can use customer relationship management (CRM) software or home-grown applications to automate your communications and give customers exactly what they’re looking for. Better yet, you may be able to give customers things they need before they realize they need them.

The best technology for customer communications

Customers appreciate businesses that use the latest technology to make their relationship between you easier. While we’re not yet ready for mass communication via the metaverse (whatever that is) or virtual reality, we have reached critical mass for other communications channels.Some financial institutions are exploring the use of VR videos for virtual branch tours or product demonstrations, offering an immersive experience to customers.

Text messaging (officially SMS) has become most people’s preferred communications channel. According to Slicktext, “85% of customers in 2022 prefer receiving text messages over a phone call or email.” That means customer-first financial services businesses need to deliver information and alerts via SMS. Plivo’s SMS API and cloud communications platform are an excellent way to do that.

Text messaging is particularly useful when time is of the essence. According to TechJury, SMS messages have a 98% open rate — higher than email or voice calls — and 60% of customers read texts five minutes after receiving them. That makes texting the best medium for notifications and alerts. Having said that, though, you should be sure that your SMS API provider also offers a voice API as an option for customers who can’t receive texts, or who simply prefer hearing (literally) from you.

Of course businesses can leverage SMS for many use cases. Consider security, which is particularly important when customers’ money is on the line. You can offer two-factor authentication for customer accounts by texting customers a passcode that they need to use to authenticate themselves. In fact your security team may already do this, in which case adding texting for customer communications could hardly be simpler.

Once you have the software tools for texting, the use cases begin to write themselves.

Financial advisors can send alerts in the event of technical outages or market movements.
Stockbrokers can share required disclosures, market holidays, and research reports.
Banks and credit card issuers can send notifications for things such as low balances, overdrafts, and suspicious activity on accounts.

Looking ahead

While today’s tools work well today, things change. Consider how the communications landscape has evolved in just the last decade. To stay relevant, businesses have to ask customers how they want to be treated. What information do they need, how often, and via what channels? You need to actively solicit feedback from customers on a regular basis — simple “let us know what you think” messages seldom provide useful insights. Here again, use the channels customers most want to use to communicate — starting with SMS — until their feedback tells you it’s time to change.

Finally, stay true to your company’s mission and values. Go back to why your company exists, and do things that enhance desirable outcomes for your business and your customers. Once you can check off all of these boxes, you can consider yourself a customer-first business.

If you’re ready to learn more, consider the advantages of Plivo’s APIs for financial services businesses.

Dec 1, 2022

5 mins

How to Set Up a Virtual Phone Number

Step by step guide on how to set up a virtual phone number with Plivo.

Phone Numbers

If you run a small business, you might be tempted to use your personal phone for work — but you may have privacy concerns, and justifiably so. Putting your personal number out in the world makes it easy for strangers to track you down. No one wants an unhappy customer unexpectedly ringing their doorbell after sunset.

For improved privacy, you can set up a virtual phone number — a number that’s not associated with any of your accounts or your physical location but that forwards to your real number. You can give out this virtual number without compromising your privacy.

Though it’s not our primary business, Plivo lets customers set up a virtual number. You do have to be a customer, which means signing up with your work email address. If your company is already a Plivo customer, think of privacy-oriented virtual numbers as a fringe benefit.

Renting a virtual phone number isn’t free, but it’s cheap and easy. Go to the Phone Numbers page of the Plivo console and click Buy Number, then pick the country where you want to be from, virtually. Suppose you’re in the US and want to be seen as someone from eastern Massachusetts. Enter 508, representing the local area code, in the Number box, or change the drop-down selection to Location and enter “Massachusetts” (if you can spell it). Then click Search.

Plivo will present you with a list of numbers you can rent. You can see whether they support voice, SMS, and MMS, and see the monthly fee for each available number.

As you can see, the price for a local number that supports both voice and messaging is just half a dollar a month — less than the cost of a postage stamp. (Remember when we used to send postal mail?) Click Buy Number, and voilà — instant phone number.

How to forward a virtual number

Once you have a number it’s simple to put it to use by setting up forwarding from your instant virtual number to your real number. Your forwarding destination can be a fixed or mobile number or even a SIP endpoint. Follow our use case guide for Plivo’s no-code tool PHLO to set up the connection in less than five minutes. Then, every time the virtual number rings, the call will get forwarded to your real number.

If you’re more interested in using a virtual number for messaging, make sure you rent a number with SMS capabilities and follow our use case guide for forwarding SMS messages.

Note that in either case you don’t have to write any program code or create XML files to make forwarding work. At Plivo, we like to make things easy for our users.

A virtual number gives small business owners convenience and flexibility. You can change the forwarding number whenever you want to, so you can have someone else field inquiries late in the day, or when your primary contact goes on vacation.

Want to turn your virtual number into a temporary number? Go back to the Phone Numbers page of the console, put a tick next to the number, and from the Choose Action drop-down pick Unrent Numbers. If you later need a new virtual number you can run a new search and rent a new number.

Bear in mind that this approach lets you forward incoming calls and messages to a real number. Outgoing calls and messages? That’s a whole other battle to fight, but there are other ways to preserve your privacy when you need to call or send SMS messages.

For calls, you can temporarily block caller ID by pressing *67 before you key in the phone number you want to call, or block caller ID permanently through phone settings. Of course, that’ll make your call appear as “Private” or “Anonymous” to the call recipient, which means they might not pick up, but hey, that’s why Ma Bell created voicemail. If you want to send anonymous text messages, you can find apps in your favorite app store for that.

Nov 20, 2022

5 mins

How IP Phones Use SIP Registration to Stay in Touch

All about SIP registration, the SIP registration process, and how IP phones use SIP.

SIP Trunking

Nov 11, 2022

5 mins

Best Practices for Sending Appointment Reminder Messages

Texting an Appointment Reminder to your Patient — Here are 7 best practices for sending medical appointment reminder text messages.

SMS API

Healthcare

Most physicians’ offices already send appointment reminders, and for good reason. Research in the National Library of Medicine “found consistent evidence that all types of reminder systems are effective at improving appointment attendance across a range of healthcare settings and patient populations. … Unless otherwise indicated, all patients should receive a reminder to facilitate attendance at their healthcare appointment.”

Researchers also found text messaging was the most effective way to remind patients: “SMS reminders are reported to have successful contact rates of 97%–99%.”

Does your electronic medical record (EMR) system let you send appointment reminder texts? If not, it’s easy to add that capability with Plivo’s SMS API. We’ve written a getting started guide that shows just how easy it is for developers to add text messaging to existing application code. Plivo provides SDKs for the seven most widely used web development languages, including Python, Ruby, and Java.

Implementing appointment reminders is technically easy, but you should follow some best practices for optimal results. These practices apply to any kind of business in which customers make appointments — not just healthcare communication but also hair stylists, tax professionals, and even restaurants that accept reservations.

What is an appointment reminder text?

An appointment reminder text is just what it sounds like—a short message sent to a person reminding them about an upcoming appointment. These messages are typically sent via SMS to conveniently make sure someone doesn't forget about their scheduled meeting, salon appointment, medical consultation, or other type of event.

Medical appointment reminders are used specifically by clinics, doctor’s offices, hospitals and other health institutions to schedule or confirm follow-ups, routine checkups, or specialist consultations. Medical appointment reminders take the same format as, say, a salon appointment reminder. However, these texts have to comply with HIPAA regulations.

Why do some clients prefer text message reminders over call and email?

There are several reasons why some people prefer to get text message reminders rather than email or calls. Text messages are convenient and non-disruptive: they can be read when the client has a free moment and don’t require immediate action, especially if received during work hours. Text messages are also quick and easy to respond to if someone needs to reschedule or cancel their appointment.

Text messages are also one of the most effective ways to reach clients. More than 80% of consumers check their texts within five minutes of receiving a notification. Text messages typically have higher open rates than emails, which can get lost in cluttered inboxes.

Finally, text messages are accessible to virtually anyone with a basic mobile phone — no internet is needed. Text messages may be the easiest way to communicate, especially for medical patients with hearing impairments.

How do you write an appointment reminder text message?

Appointment text messages should be clear, straightforward, and to the point. The most important thing is to include the following information:

Time and date of the appointment
Your business name
How to reschedule or cancel

Some businesses include the appointment location (address) to make it convenient for clients to find them. Note that SMS messages have a limit of 20-40 words; as a result, stick to the most important information with a way for clients to get in touch if they need more details.

Examples of appointment reminder texts

Here are a few templates that you can customize to send appointment reminders to your clients.

Example 1: Hi, [Name]! You have an upcoming appointment on [Date] at [Time] with [Business Name]. Please respond 1 to confirm, 2 to cancel and 3 to reschedule. We look forward to seeing you soon!

Example 2: Hi [Name], this is a friendly reminder that your appointment is on [Date] at [Time]. You can find us at [Address]. If you can no longer attend, please call us at [Phone Number]. We look forward to seeing you soon!

Example 3: Hi [Name], I’m with [Business Name] reaching out to remind you that your appointment is on [Date] at [Time]. Please let us know within 24 hours if you need to cancel or reschedule. Thank you!

Best practices for text message reminders

1. Be timely

Medical offices and most other businesses should send a reminder 24 hours before the appointment. If your office charges a fee for last-minute cancellations, send the reminder 24 hours before the fee would kick in. That gives the patient enough time to cancel or reschedule.

2. Be personal

Include the recipient’s name so that the recipient knows the message is coming to the right person, even if they’re forgotten all about the appointment.

3. Be precise

Include all of the facts they need to know — not just the appointment time but the location. You can also remind them to bring proof of insurance. If there are special considerations, such as a nearby detour for ongoing roadwork or a closed parking garage, include that information as well if you want your patients to be on time.

4. Be professional

Appointment reminder messages should be conversational in tone — friendly and professional. Nobody wants a machine-generated text that sounds like it was generated by a machine.

5. Be compliant

Make sure you comply with legal and regulatory SMS messaging compliance requirements in your country. If you send appointment reminders through Plivo’s Premium Communications Network, we’ll make sure you stay in compliance with rules about the volume of messages you send and allowed times of day. It’s your responsibility to stay compliant with message content. For example, in the US, to comply with HIPAA, you should avoid including any personally identifiable information or protected health information in the body of the reminder text. (That’s good advice no matter where you are.)

6. Ask for confirmation

How will you know your patient has seen your message? Provide a keyword they can use to confirm that they plan to come in. It can be as simple as “Reply Y to confirm or N to cancel.” You can also supply your phone number in case they have questions or need to reschedule.

7. Have a backup

If a patient doesn’t have a cellphone, or if you get a notification of an SMS delivery failure, you should be able to generate a voice reminder with the same information using machine-generated text-to-speech technology.

Here’s an example of a reminder message that touches all the bases.

Sam, your appointment with Dr. Adams is tomorrow at 11:45 at Adams Medical, 123 Main St, Springfield. Reply Y to confirm or N to cancel, or call us at 610-555-3456. Please bring your insurance card and a photo ID.

Benefits of patient and medical appointment reminders

Patient appointment reminders benefit health institutions and their clients alike.

Reminders help patients keep track of their appointments, reducing the chance of forgetting a check-up. Making sure patients make it to their appointment is critical for improving health outcomes, since these check-ups help patients stick to their treatment plans and give doctors greater visibility. SMS medical reminders also improve communication, keeping patients organized with pre-appointment information and instructions. Knowing they will receive a reminder can reduce anxiety associated with remembering appointments.

For healthcare providers, medical appointment reminders reduce no-shows, thereby helping use resources more efficiently and helping staff members better manage doctor and nurse schedules. Consistent appointment attendance leads to smoother patient flow and a more organized practice.

By reducing wasted appointment slots, reminders contribute to a more efficient healthcare system. Reducing no-shows and improving efficiency can lead to significant cost savings for the healthcare system as a whole.

How to write HIPAA-compliant appointment reminders

The US Department of Health and Human Services (HHS) does permit medical providers to send medical appointment reminders. As long as treatment details are not in the text content, appointment reminders can be made without an authorization. This means appointment reminders are “opt-out” — you can send them to patients without getting permission. To protect patient privacy, it’s ideal to send messages over a secure network.

Here’s an example of a HIPAA-compliant appointment reminder.

‍Hello [Name], this is a reminder for your upcoming appointment with [Doctor/Practice Name] on [Date and Time]. Please reply YES to confirm.

Key features of effective reminder tools

Medical appointment reminder tools are only useful if they work — meaning complex features, integrations, and steep learning curves can all make these tools not worth the effort. Here are a few key features to look for when assessing if a medical appointment reminder tool will alleviate admin for your team.

Easy integrations: Look for a tool that integrates with your electronic health record (EHR) and calendar systems to automate reminders as much as possible.
Multi-channel options: Platforms that allow you to send reminders via SMS, voice, WhatsApp, or email can help ensure patients receive updates on their preferred channel.
Customizable templates: Look for reminder templates that include dynamic fields that incorporate client names and details from your EHR. Some templates can also be customized with branding and logos.
User-friendly: Appointment reminders should be easy for patients and providers alike. Make sure your reminders are accessible to everyone — regardless of ability or tech fluency.
Automated follow-ups: Look for tools that not only remind users of upcoming appointments but also of post-appoinntment next steps.

More advanced tools will include advancements such as:

AI-driven reminders for predictive scheduling and personalization.
Analytics to optimize timing and improve message effectiveness.
Integration with patient portals and mobile apps for seamless communication.

Conclusion

These simple rules will ensure your reminder texts help patients keep the appointments they made. Sign up for Plivo — it’s free to try — and review our sample message notification code to get started.

Oct 25, 2022

5 mins

Plivo Repeats as Appealie Overall SaaS Award Winner for Development and DevOps

Company

Oct 20, 2022

5 mins

How to Migrate Your SMS/MMS Applications from Telnyx to Plivo

Guide on how to migrate SMS and MMS applications from Telnyx to Plivo.

Migration

Migrating from Telnyx to Plivo is a seamless and painless process. The two companies’ API structures, implementation mechanisms, and SMS and MMS message processing are similar. We wrote this technical comparison between the Telnyx and Plivo APIs so that you can scope the changes for a seamless migration.

Understanding the differences between Telnyx and Plivo development

Most of the APIs and features that are available on Telnyx are also available on Plivo, and the steps involved are almost identical. This table gives a side-by-side comparison of the two companies’ features and APIs. An added advantage with Plivo is that not only can you code using the old familiar API method, you can also implement your use cases using PHLO (Plivo High Level Objects), a visual workflow builder that lets you create workflows by dragging and dropping components onto a canvas — no coding required.

Features and APIs	Telnyx	Plivo	Similarities	Implementation Interface
SMS API: Send SMS messages	✅	✅	Request and response variables’ structure	API PHLO
MMS API: Send MMS messages	✅	✅	Request and response variables’ structure	API PHLO
10DLC: 10-digit long code (10DLC) phone numbers	✅	✅	Registration process and usage	Console
Managed number pool for US/CA Messaging	✅	Powerpack	Feature parity	API Console
Phone number management	✅	✅	Feature parity	API Console
HTTP callbacks	✅	✅	Feature parity	API XML PHLO

Plivo account creation

Start by signing up for a free trial account that you can use to experiment with and learn about our services. The free trial account comes with free credits, and you can add more as you go along. You can also add a phone number to your account to start testing the full range of our voice and SMS features. A page in our support portal walks you through the signup process.

You can also port your numbers from Telnyx to Plivo, as we explain in this guide.

Migrating your SMS application

You can migrate your existing application from Telnyx to Plivo by refactoring the code, or you can try our intuitive visual workflow builder PHLO. To continue working with the APIs, use one of the quickstart guides to set up a development environment for your preferred language. Plivo offers server SDKs in seven languages: PHP, Node.js, .NET, Java, Python, Ruby, and Go. For another alternative that lets you evaluate Plivo’s SMS APIs and their request and response structure, use our Postman collections.

How to send an SMS message

Let’s take a look at the process of refactoring the code to migrate your app from Telnyx to Plivo to set up a simple cURL application to send an SMS message by changing just a few lines of code.

Telnyx Plivo

    import telnyx

telnyx.api_key = "<api_key>"

telnyx.Message.create(
    from_='<sender_id>',
    to='<destination_number>',
    text="Hello, from Python!",
)

    import plivo

client = plivo.RestClient('<auth_id>','<auth_token>')
response = client.messages.create(
    src='<sender_id>',
    dst='<destination_number>',
    text='Hello, from Python!',)
print(response)

‍

Alternatively, you can implement the same functionality using one of our PHLO templates. For example, if you want to send an SMS message, your PHLO would look like this.

Migrating your MMS application

How to send an MMS message

Let’s take a look at the process of refactoring the code to migrate another application from Telnyx to Plivo — a simple cURL application to send an MMS message — by changing just a few lines of code.

Telnyx Plivo

    import requests

profile_secret = '<YOUR_MESSAGING_PROFILE_SECRET>'

headers = {
    'x-profile-secret': profile_secret,
}
url = 'https://sms.telnyx.com/messages'
payload = {
    "from": "<sender_id>",
    "to": "<destination_number>",
    "body": {
        "subject": "Hello",
        "media_urls": [
            {"img": "https://media.giphy.com/media/26gscSULUcfKU7dHq/source.gif"}
        ]
    }
}

response = requests.post(
    url,
    headers=headers,
    json=payload
)

print(response.text)

    import plivo
    client = plivo.RestClient('<auth_id>','<auth_token>')

    response = client.messages.create(
        src='<sender_id>',
        dst='<destination_number>',
        Text ='Hello',
    media_urls=['https://media.giphy.com/media/26gscSULUcfKU7dHq/source.gif'],
        type_='mms')
    print(response)

‍

Alternatively, you can implement the same functionality using one of our PHLO templates. For example, if you want to send an MMS message, your PHLO would look like this.

More use cases

You can migrate applications for other use cases too:

Porting your existing numbers from Telnyx to Plivo

If you want to continue using your phone numbers from Telnyx, you can port the numbers to Plivo painlessly without having any downtime on your service for your customers. Our number porting guide shows you how to initiate the process.

Buy new phone numbers for your migrated app

Those are the basics for migrating from Telnyx to Plivo. Our simple APIs work in tandem with our comprehensive global network, using Plivo’s premium direct routes that guarantee the highest possible delivery rates and the shortest possible delivery times for your SMS messages, making Plivo the best Telnyx alternative. See for yourself — sign up for a free trial account.

Oct 11, 2022

5 mins

Top 3 Ways a Cloud Communications Tool Can Help Healthcare Businesses

Top 3 ways a healthcare business can use a cloud communications platform to enhance revenue.

CPaaS

Healthcare

Industry Insights

Almost every kind of business, from retail to real estate, can use a cloud communications platform to enhance revenue and save time and money. Today we’ll look at some of the ways healthcare businesses can benefit from Plivo’s healthcare communication APIs.

Automation for the win

For any medical organization, whether it’s a physician’s office, dental practice, pharmacy, or clinical lab, patient service is the top priority. Adding automated messaging and voice capabilities to your applications lets you improve communication with the people who need your services. Think of all the common ways you provide information to patients — they all can be enhanced with a communications platform as a service (CPaaS). You can create programs to

Send medical appointment reminder texts
Send prescription status update notifications
Send links to a portal where patients can see lab results

Chances are you already use an electronic medical records (EMR) system, but does it do all that you want? A CPaaS can let you communicate beyond the capabilities of your EMR system. Here are a few more ways to add minutes to your day and dollars to your bottom line.

Save staff time

Let’s start with making your team more efficient through better communication. You can send pre-appointment messages to patients to remind them to bring an insurance card and ID. You can deliver post-care messages and lab results, saving receptionists time. Saving staff time means employees can be busy on more productive work — time is money.

You can also save time by implementing an interactive voice response (IVR) menu system — ideally one that accepts both Touch-Tone keypresses and voice responses. An IVR system responds to user input (“press or say ‘one’”) and sends callers to their choice of destinations, so they can make an appointment, request a form, or get business hours automatically, or reach the right person to help them.

A CPaaS can also support conversations via text. Implementing SMS gives you the ability to exchange two-way text messages between patients and office staff. Office personnel can send and respond to texts from their desks, while patients get to avoid making a phone call — as many of them prefer to do. According to Soprano Design, 85% of smartphone owners prefer texts to calls or email.

Improve internal and external communications

Your employees probably prefer texting too. As a medical practice grows, or in a hospital that might have hundreds of employees, it can be hard to keep everyone updated on hours, policies, and other information. With a CPaaS you can customize outgoing messages to the entire staff or department by department — or any way you choose — to enhance internal communications.

And a tool that helps with internal communications can be just as helpful when you need to consult with people outside of the organization. A CPaaS can let you set up conference calls, so you can loop in a provider at another practice when you’re coordinating a particular patient’s care.

Bring in more business

Though medicine is a vocation, it’s also a business, and that means a little marketing doesn’t hurt. If you manage a pharmacy, for instance, you can remind people to get flu shots when the newest batch is ready, or offer them a coupon for a discount on merchandise they can use when they come in to pick up a prescription. A dental office can inform patients that they now offer Invisalign or Botox services as well.

Do more, better, with a CPaaS

In summary, healthcare providers that use a cloud communications platform can save time and money, improve internal and external communications, and beef up their businesses by adding automated text messaging and voice capabilities. Just as your business wants to partner with patients to improve their health, so Plivo wants to be your partner in improving your business. Read about how Plivo customers MDabroad, a medical services provider for travelers, and Flight Vector, an application for air ambulance companies and others, have powered up their platforms with Plivo. Then sign up for a free trial and see what we can do for 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.

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Request Trial

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

What is an AI voice agent?

Types of AI voice agents

Rule-based AI voice agent

AI-assisted voice agent

Conversational AI voice agent

Voice-activated voice agent

How does an AI voice agent improve customer engagement?

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

Benefits:

Use case: Improve language learning for students

Benefits:

Use case: Improve patient outcomes in healthcare

Benefits:

Use case: Streamline routine financial services

Benefits:

Use case: Get personal shopping assistance

Benefits:

Features of an AI voice agent

Natural language understanding (NLU)

Personalization capabilities

Multi-language support

Integration with other platforms and services

Benefits of voice agents

Enhanced user experience

Better cost efficiency

Accessibility for users with disabilities

Data collection and analysis for improved services

24/7 availability

Future of AI voice technology

Key upcoming trends:

Launch an AI voice agent with Plivo

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

Top 10 AI Voice Agents for Real Estate (2026)

1. Plivo

2. Luron AI

3. Callers AI

4. SquadStack AI

5. Telgent

6. AIOnCalls

7. Brilo AI

8. VocalDesk

9. Calldock

10. Ylopo

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

1. Telephony Ownership vs. Vendor Stitching

2. Real-Time Performance (Latency & Uptime)

3. Multi-Channel Context, Not Disconnected Bots

4. Integration Depth (CRM, Calendars, Workflows)

5. Built for Scale, Not Just Launch

FAQs

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

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

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

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

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

Try Plivo Free

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

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

Why Plivo is #1

What it does for you

Segment-by-segment fit

Start with Voice, go everywhere

Suitable for

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

Key features

Why it matters

Implementation steps

Suitable for

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

Key features

Why it matters

Implementation steps

Suitable for

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

Key features

Why it matters

Implementation steps

Suitable for

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