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Featured

What is SMS Pumping: Plivo’s Quick Guide

Jan 8, 2024
7 mins

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

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

What is SMS pumping?

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

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

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

Real-World Impact: The Twitter Case

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

How does SMS pumping work?

The process typically unfolds as follows:

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

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

Signs Your Business Might Be a Target

Be vigilant if you notice:

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

Preventive Measures: Safeguarding Your Business

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

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

Plivo’s Solutions to SMS Pumping

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

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

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

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Jun 19, 2025
5 mins

RCS Marketing 101: Your Complete Guide

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

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

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

Rich communication services (RCS) makes that possible.

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

What is RCS marketing? 

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

A user on Reddit summed up this perfectly:

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

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

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

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

RCS vs. SMS marketing: A quick comparison

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

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

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

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

4 key benefits of RCS marketing

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

Here are its four key benefits.

1. Improved user interaction

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

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

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

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

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

2. Consistent brand experience

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

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

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

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

3. In-depth analytics

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

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

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

4. Higher conversion potential

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

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

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

5 major use cases of RCS marketing

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

1. Product promotions

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

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

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

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

2. Abandoned cart reminders

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

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

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

3. Appointment confirmations and reminders

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

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

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

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

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

4. Customer surveys and feedback

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

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

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

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

5. Customer support follow-ups

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

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

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

RCS marketing myths and realities

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

Myth 1: RCS marketing is too expensive

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

But cost alone doesn’t tell the full story.

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

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

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

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

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

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

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

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

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

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

Why choose Plivo for your RCS marketing needs

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

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

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

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

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

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

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

Jun 19, 2025
5 mins

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

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

Your customers are on WhatsApp but are your agents?

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

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

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

What is a WhatsApp AI agent?

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

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

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

What you need before setting up your agent

To go live with a WhatsApp agent, you need:

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

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

Optional but recommended integrations:

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

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

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

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

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

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

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

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

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

The goal is to build a WhatsApp AI agent that:

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

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

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

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

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

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

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

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

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

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

Depending on the customer’s reply:

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

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

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

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

Depending on the customer’s reply:

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

Step #3: Train your agent with AI

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

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

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

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

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

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

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

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

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

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

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

Plivo’s real-time dashboard lets you:

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

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

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

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

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

Plivo is purpose-built for WhatsApp AI agent deployment

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

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

Automate outcomes with WhatsApp agent setup in Plivo

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

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

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

Ready to get started? Request a free trial today!

Jun 19, 2025
5 mins

The Definitive Guide to Automating WhatsApp for Business

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

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

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

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

This is where WhatsApp automation steps in.

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

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

What is WhatsApp automation?

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

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

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

With WhatsApp business automation, you can:

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

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

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

Key benefits of WhatsApp automation

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

Reduce manual workloads and response times

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

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

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

Result: Faster response times and more efficient workflows.

Increases the scalability of customer interactions

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

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

Enhances customer experience through personalization

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

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

End result: Higher customer satisfaction and increased loyalty.

Cost-effectiveness compared to manual processes

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

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

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

5  popular use cases of WhatsApp automation across industries

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

1. Customer support

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

Example messages:

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

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

2. E-commerce operations

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

Example messages:

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

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

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

3.Marketing and lead nurturing

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

Example messages:

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

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

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

4.Event management and invitations

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

5.Appointment scheduling and reminders

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

Example messages:

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

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

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

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

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

Step 1: Define your use cases and goals

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

Set clear, measurable goals like: 

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

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

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

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

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

Step 2: Choose the right WhatsApp business API provider

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

  • Robust CRM integrations
  • Audience segmentation
  • Flexible automation workflows

These capabilities simplify your communication and scale your efforts efficiently.

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

With smart tagging and grouping, you can:

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

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

Step 3: Set up your WhatsApp business account

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

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

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

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

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

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

Step 4: Create and submit message templates

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

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

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

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

Step 5: Build automation workflows

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

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

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

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

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

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

Step 6: Test, launch, and optimize

Start with a pilot campaign to ensure everything runs smoothly.

Track key metrics:

  • Response time
  • Open rate
  • Conversion rate

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

Best practices for WhatsApp automation 

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

Tips for optimizing messaging frequency and timing

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

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

Leverage data analytics for campaign performance 

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

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

Compliance and customer privacy protection

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

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

Enhance customer communication with Plivo’s AI WhatsApp automation

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

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

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

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

Here’s how Plivo can enhance your customer communication:

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

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

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

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

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Aug 22, 2022
5 mins

Simple Ways to Improve the Ecommerce Customer Experience

Having a reliable customer support system for an ecommerce business is crucial and can have a high impact on the bottom line. This blog covers simple ways to improve your ecommerce customer service.

Customer Experience

Improving the ecommerce customer experience

Why customer service is especially crucial in ecommerce

Customer service is important in almost every industry for improving the customer experience. In fact, data from Microsoft shows that 95% of consumers think customer service is important for brand loyalty.

However, customer service is especially important for ecommerce businesses. In ecommerce, the customer service agents are often the first and only people at the company with whom customers interact.

It’s not like real estate or SaaS where a buyer develops a strong relationship with a salesperson before making a purchase. Ecommerce customers often buy a product without ever talking to a representative of the brand. Only when they have a question or problem do they reach out.

And when that happens, it’s a member of the customer service team who answers. So this department holds a lot of power to hurt or improve customer relationships.

Beyond this, customers in the ecommerce space have extremely high standards. They expect fast, hassle-free resolutions to their issues, along with personalized treatment. If you don’t offer this, customers can easily find a similar product at another brand.  

For these reasons, ecommerce companies need to prioritize initiatives to bolster their customer service more so than most other business types.

Six simple ways to improve the ecommerce customer experience

There are two chief indicators of ongoing success as an ecommerce company: top-notch products and exceptional customer service. Below are six effective ways to work toward the latter.

Use data and agent context to understand customer preferences

Customers have distinct and constantly evolving preferences. Some prefer phone calls, while others want to reach out over live chat. One might desire an email to resolve a billing issue but social media to ask for a refund.

It’s important to constantly monitor your customers’ preferences and adjust your communications strategy accordingly. You can figure out these changes by sending recurring surveys, tracking channel data in your customer service software, and reading industry reports.

To ensure they satisfy all customers, many companies also use contact center as a service (CCaaS) software, which allows users to communicate with customers across multiple channels, including self-service methods like chatbots or IVR.

CCaaS companies are always monitoring customer preferences and adding new channels to their platforms as customer demand for them increases. That way their users are always on the cutting-edge of customer service.

360° coverage across support channels

Seventy-one percent of consumers experience frustration when their shopping experience is impersonal. Customers dislike it when they can’t use their favorite communication channel or when they have to repeat information to a customer service agent that they’ve already shared with another agent.

The first issue can be handled with a multichannel approach, but that doesn’t resolve the second issue given that each channel’s data is siloed. A rep on a phone call with a customer can’t easily find what that customer said previously on live chat or email.

To service customers on their favorite channels and provide a seamless experience, you need an omnichannel approach where all channels are integrated and their collected customer data is accessible to agents from one dashboard regardless of which channel the customer is currently using.

Empower your customers with self-service tools

Sometimes customers don’t want to speak with a live agent. Perhaps they feel their issue is simple to resolve — 74% of internet users prefer using chatbots when looking for answers to simple questions.

Or maybe they’re just feeling especially introverted that day. Regardless of their reasons, those customers will appreciate the self-service options your team provides.

Here are some customer self-service types to offer:

  • Chatbots: These are computer programs that simulate conversations with your website visitors.
  • Interactive Voice Response: IVR enables users to interact with an automated phone system through voice or dial tones.
  • Knowledge Center: This is a part of your website that hosts tutorials, guides, and videos that answer commonly asked questions.

When you empower your customers to handle their own issues, you improve their experience and also reduce the pressure on your agents, which leads to shorter wait times for customers who really do need an agent’s help.  

Follow the sun—24/5 customer support

If you have trouble with a customer service tool, it indirectly impacts your customers in a negative way. For example, if your live chat system crashes, customers in the middle of a conversation will have to start all over.

That’s why it’s so critical to use high-quality customer service tools that come with support 24 hours a day, 5 days a week, so that you can get answers and assistance quickly and get back to focusing on your customers instead of technical difficulties.  

Modernized support for the mobile-first era

Statista predicts that 187.5 million people will make a purchase via their smartphone in 2024, an increase of 20 million from 2020. The trend toward mobile shopping is obvious.

Therefore, it’s critical that you give your customers the ability to easily access your ecommerce store and customer service team via their mobile devices. Consider designing your website for mobile users and offering an ecommerce mobile app for your business.

Support that evolves with your customers

Improving customer experience is an iterative process. You have to try new techniques, measure your customers’ reaction to them, and then, based on the results, take another step in the right direction.

To do this, you need to collect customer data and feedback. Many companies use surveys with specific questions to measure their customer satisfaction.

They also use some sort of customer service software to track key customer service metrics like busiest hours, communication volume by channel, and average resolution time.

Collecting and analyzing this information enables customer service teams to make data-driven decisions about their strategy.    

Picking the right ecommerce customer service software

An ecommerce customer service team looking to improve their overall customer experience should look for customer service software that allows them to enact the strategies we’ve listed above.

The right platform will have 24/5 support and empower you to use an omnichannel approach, offer self-service options, go mobile-first, and track customer service data.

Conclusion

Customer experience is essential to an ecommerce business’s success, and the customer service team has a tremendous effect on this experience.

It’s crucial that you arm your agents with the tools they need to best serve your customers. Check out how PlivoCX, a cloud-based contact center software, can help.

Aug 18, 2022
5 mins

Choosing the Best Phone Number Type for Texting

Phone numbers for texting: Know about the different types of phone numbers for sending business texts. Choose the best phone number for your business with Plivo.

Phone Numbers
SMS
10DLC

SMS — short message service — is one of the best tools for building relationships with your customers. 81% of Americans use SMS every day, and more than three-quarters of Americans wish they could text with a business.

We could go on and on about the benefits of using SMS, but let’s say you’re convinced that SMS can be a valuable tool for your business and you’re raring to get started. Before you implement any text messaging campaigns, one of the first things you need to do is figure out what kind of phone number to use to send out messages and receive responses.

Your first thought might be to use normal 10-digit phone numbers, known as long codes. In the US, long codes should be used only for person-to-person (P2P) conversational texting.

In the United States you have a choice of three types of phone numbers for business texting.

  • 10DLC (10-digit long code) is a service offered by major US carriers to explicitly allow commercial application-to-person (A2P) SMS traffic over long code phone numbers. How do you turn long codes into 10DLC numbers? You have to register them with your carrier. 10DLC is exclusively a US service; you can use long codes for sending and receiving SMS and MMS messages in Canada and other countries.
  • Toll-free numbers are used by businesses that want their customers to reach them at no cost. Incoming calls are billed to the called party and are free of charge for the calling party. Most countries reserve a set of dialing prefixes to denote toll-free services. In North America, 800, 888, 877, 866, 855, 844, and 833 denote toll-free numbers. You can use toll-free numbers for two-way messaging as well as voice.
  • Short codes are five- or six-digit numbers (for example, 123456) used to send and receive SMS messages. Unlike 10DLC and long code numbers, short codes are not tied to an area code, so they can be used across a country to provide a nationwide brand identity under one easy-to-remember number. Unlike long codes and toll-free numbers, you can’t use short codes for voice calls. You can order a regular short code or a vanity one, which allows you to choose the number you want instead of getting assigned a random number. Vanity short codes cost more to lease, but they can be worth the money if you can get a memorable number as your short code. 7-Eleven, for instance, has the vanity short code 711711.

We’ve created an infographic to help you decide what number types might work for your messaging use cases. Download it for reference or share it with colleagues.

Whichever number type you use, you must obtain consent from the people you want to send messages to before you begin a texting campaign.

As you can see, if you need the highest possible throughput, a short code is the way to go. 10DLC and toll-free numbers don’t offer as high a rate of messages per second, but they can be more economical — which brings us to the question of costs.

Cost comparison

A lot of factors affect the cost of a text messaging campaign. This chart shows costs for the four different number types in the US. Plivo offers SMS services in 190+ countries — check our pricing page for up-to-date costs in the countries you’re interested in.

Each number may have three general types of costs: initial setup, monthly number rental, and per-message fees, some of which are charged by your carrier and some of which are imposed as surcharges by the carrier whose customers receive your messages. Note that carrier surcharges vary by carrier — Verizon may impose a different per-message charge than T-Mobile. We chose AT&T surcharge rates to illustrate this chart.

 10DLCLong CodeToll-FreeShort Code
One-Time Setup$44NoneNone$1,500
Monthly Fee    
— Phone Number Rental$0.50$0.50$1$500 regular,
$1,000 vanity
— Campaign$10NoneNoneNone
Per Message    
— Send SMS$0.0050$0.0050$0.0055$0.0045
— Receive SMSNoneNone$0.0055$0.0045
— Send MMS$0.0160$0.0160$0.0180$0.0200
— Receive MMS$0.0080$0.0080$0.0180$0.0200
Carrier Surcharge Per Message    
— Send SMS$0.0020$0.0050$0.0030$0.0030
— Receive SMSNoneNoneNoneNone
— Send MMS$0.0035$0.0050$0.0030$0.0030
— Receive MMSNoneNoneNoneNone

Making the best choice

That’s a lot of numbers to juggle. How do you know which phone number type to use?

If you’re already using SMS, go over a past bill and see how many SMS and MMS messages you sent and received. Multiply those numbers by the per-message rates for each number type, add in the monthly costs, and see what the total is for each number type.

If this is a new initiative you can do the same exercise but you’ll have to estimate your messaging volume.

Aug 16, 2022
5 mins

What is Call Routing? Types, Benefits & How it Works

Call routing automatically directs incoming calls to the right department based on an established set of rules. Find how phone routing works, its types & benefits in this blog.

Customer Service

What is Call Routing? Types, Benefits & How it Works

From a consumer perspective, B2C companies are measured by two things:the quality of their products, and quality of customer service.

While most businesses understand the importance of providing quick support to their paying customers, modern businesses utilizing new-era omnichannel cloud contact centers like PlivoCX service have a secret weapon available to them—call routing.

What is call routing?

Call routing describes the process by which support requests are assigned to a specified customer service queue based upon the needs of the consumer.

While call routing traditionally applies to voice calls, the emergence of modern support channels like SMS messaging, chat, social media, etc. have caused the term to take on a broader meaning for the process of pairing a customer with the right agent.

Types of call routing and how does call routing work?

So, how exactly does call routing work, and how are modern contact centers pairing customer support requests with the right agent?

To answer this question, we must first understand the different types of call routing, and how you might want to employ each within your customer service operation.

Source: GetVoIP.com

A next-generation contact center like PlivoCX Service will come equipped with a robust drag-and-drop workflow builder, allowing B2C teams to establish rules that assign support requests to agents with respect to the type of call routing at play.

You can see how this works in practice with our quick 1-minute video on drag & drop queue configuration:

With a custom workflow in place, customer support voice calls will be automatically routed to an agent based on criteria provided by the customer at the time the call is placed.

What is the difference between call routing and call forwarding?

If you’ve asked yourself “what is call routing”, you may also be curious about call forwarding. While virtual call routing is a dedicated procedure by which customer support calls are directed to the best agent for the job, call forwarding is a process which forwards voice calls to multiple phone numbers for a single agent, enhancing that agent’s coverage across devices.

In practice, this means that if an agent is unable to answer their desk phone for a customer call when it rings, that call will be passed on to their mobile or home phone number automatically without any difficulty for the customer.

Call forwarding serves as a useful, complementary tool for call routing that can enhance an agent’s ability to best serve their assigned customer.

Common use cases of call routing & business impact

So now that we’ve covered the questions of “what is call routing” and “how does call routing work”, let’s talk about how a contact center with a robust call routing system can empower your customer service agents, reduce customer friction, and promote growth in your business.

Top 5 use cases of call routing

There are innumerable benefits to incorporating a virtual call routing system into your business, but here are five popular use cases to get your started, and how each can help you grow your business.

Always-on customer service operation

Customer’s feeling like nobody is listening to them is a $75 billion dollar problem. Establishing workflows designed to route voice calls to different support operations depending on agent hours ensures that your customers never feel unheard, as somebody will always be available to solve their problems.

Premium service for premium customers

Whether they earn their premium status through purchase or over a period of time, it’s important to reward customer loyalty. B2C teams can configure call routing workflows to ensure that their best customers always have a direct line to an agent.

Skills to pay the bills

Let’s say a longtime customer has a billing issue that threatens their retention—skills-based call routing can guarantee that your customer is assigned an agent equipped with the proper skill set and tools necessary for a prompt resolution.

Building a relationship

There’s nothing worse than having to explain your customer support needs five different times to five different agents—14% of customers take their business elsewhere because their complaints aren’t handled properly. Relationship-based call routing allows teams to automatically assign support requests to agents who have previously helped a given customer.

Support at light speed

Sometimes, the best thing you can do for your customers is to give them somebody to talk to as quickly as possible. With round robin call routing, you can set a workflow that immediately pairs a customer with the next available agent, cutting down on wait times and reducing abandonment rates.

How PlivoCX pairs the right agents with the right customers

PlivoCX is cloud contact center software for B2C teams built with customer and agent satisfaction in mind. With Contacto, agent teams are supported by helpful automations, a unified desktop, and an omnichannel experience to exceed consumer needs and create happy customers and agents alike.

If you’re looking to keep up with the demands of the new era of support operations, we’re here to help.

Book a demo with our sales team, and we’ll help you find the right solution for your team’s needs.

Aug 16, 2022
5 mins

Plivo Adds Self-Service Port-In Functionality to the Console

We’ve streamlined the process to make it easy for customers to port their current US or Canada phone numbers over to Plivo.

Phone Numbers

When we talk about porting a phone number, we mean the process of transferring the number from one service provider to another, which allows a business to keep a number but switch providers and services. Businesses build relationships using their phone numbers, so keeping those numbers is important for customer relationships. For a business, porting is like a consumer taking their phone number when they switch cell service providers. You want to keep your old number when switching so you don’t have to reach out to all your contacts and update all your personal information everywhere. Porting prevents a similar hassle for businesses.

Our customers have been able to port numbers in to Plivo for some time by working with Plivo’s support team. Now Plivo has streamlined the process to make it easy for customers to bring their current US or Canada numbers over via the console. (While you can port international numbers in to Plivo, they can’t be ported using the console.)

To port in a number, navigate to Phone Numbers > Port-In and click New Port-In Order.

The next screens walk you through the process, asking for your business information, phone numbers, and desired port-in date and letting you upload a Letter of Authorization (LOA).

After you submit your port-in request, Plivo will reach out by email in approximately 24 hours to let you know your request was accepted.

Plivo then submits your request to your current number provider. Within a week you should get a response stating whether your request was approved or rejected. If it’s approved, Plivo will reach out to you with a Firm Order Commitment (FOC) date when your number will be ported to Plivo. Once that date has passed, you can use your number with Plivo and close out your previous account.

If your request is rejected, you’ll need to reach out to your old provider and find out what needs to be done to move forward with the port-in process. A request may be rejected for reasons such as mismatched data, unsatisfactory business relationship, inactive number, invalid PIN, or the number does not qualify for porting, as is the case with international numbers.

Additional port-in details

The port-in process takes time — up to four weeks — so please plan accordingly. Don’t cancel or close out your old accounts until the port-in process is complete.

Bulk requests? Not a problem. You can submit up to 20 numbers on the console.

Port with confidence

Plivo continues to keep the customer experience at the forefront of everything we do. Whether it’s simplifying processes or making processes more intuitive for the customer, we strive to alleviate pain points in the voice and messaging space. The addition of the port-in process to the console is a great example of simplifying a process while adding convenience for our customers.

Aug 4, 2022
5 mins

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

Vonage to Plivo migration — Guide on how to migrate your SMS and MMS applications from Vonage to Plivo.

Migration

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

Understanding the differences between Vonage and Plivo development

Most of the APIs and features that are available on Vonage 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 Vonage 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 Vonage to Plivo, as we explain in this guide.

Migrating your SMS application

You can migrate your existing application from Vonage 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 Vonage to Plivo to set up a simple cURL application to send an SMS message by changing just a few lines of code.

Vonage Plivo
    import nexmo

client = nexmo.Client
(key='<api-key>', secret='<api-secret>')
Response =  client.send_message(
{
'from': '<sender_id>', 
'to': '<destination_number>', 
'text': 'Hello, from Python!'})
print (response)
   
    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 Vonage to Plivo — a simple cURL application to send an MMS message — by changing just a few lines of code.

Vonage Plivo
    import nexmo
client = vonage.Client(
    application_id=<application_id>,
    private_key=<application_private_key_path>,
)

client.messages.send_message(
    {
        "channel": "mms",
        "message_type": "image",
        "from": "<sender_id>",
        "to": "<destination_number>",
text: 'Hello, from Python!'

        "image": {
            "url": "https://media.giphy.com/media/26gscSULUcfKU7dHq/source.gif",
            "caption": "Test image sent via MMS with Vonage's Messages API",
        },
    }
)
   
    import plivo
    client = plivo.RestClient('<auth_id>','<auth_token>')

    response = client.messages.create(
        src='<sender_id>',
        dst='<destination_number>',
        Text ='Hello, from Python!',
    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 Vonage to Plivo

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

Simple and reliable

Those are the basics for migrating from Vonage 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 Vonage alternative. See for yourself — sign up for a free trial account.

Jul 29, 2022
5 mins

Plivo Recognized as Best CPaaS Platform of 2022 by UC Today

Plivo has won UC Today’s Innovation Award for Best CPaaS Platform thanks to our innovation around 10DLC management.

Company

July 29, 2022 — Plivo yesterday won UC Today’s Innovation Award for Best CPaaS Platform.

The UC Awards, given by Today Digital’s UC Today site, recognize market leaders, innovators, and trendsetters in the unified communication and collaboration space. It was a thrill just to be nominated and we were even more thrilled to win.

To what do we attribute this honor? Innovation is in our blood (figuratively speaking). For more than 10 years — longer than the UC Awards have been around — we’ve helped customers navigate the complexities of the telecom industry, and earned the industry’s highest satisfaction ratings in the process.

One such complexity that the industry has been dealing with recently is the adoption of 10-digit long codes (10DLC). UC Today recognized how Plivo has simplified the 10DLC migration experience by allowing customers to register their message brands and campaigns and assign phone numbers to them directly through the Plivo console.

Getting there was a team effort on the part of the entire Plivo organization. Our product team researched 10DLC solutions offered by the industry, analyzed our customers’ use cases, and catered our solution not only to those use cases, but also to cover gaps in competitive product offerings. Our front-end developers built the necessary capabilities into our console in a way that was both easy for users to understand and consistent with the rest of Plivo’s services. At the same time, our support teams were training to help customers navigate 10DLC as smoothly as possible.

We’re pleased with this recognition. The award is virtual, and that’s just fine with us since our offices are virtual too. We’re putting our virtual trophy in our virtual awards case (if we can find the room) to commemorate the honor.

Jul 26, 2022
5 mins

Top 6 Customer Service Channels (Hint:Voice is still king, for now)

Handling customer inquiries is the most important role in providing great CX. Find out why voice is still the king for now among the best customer service channels.

Customer Service

Chat

In terms of customer satisfaction, live chat is the most meaningful and effective digital channel. With nearly 1 in 3 customers attempting to self-service by visiting a company website before placing a voice call, a robust live chat capability is a low-effort high-ROI solution to reduce customer friction, expedite issue resolution, and increase revenue - in some cases at a rate of 2.4x for cross-sell and upsell opportunities.

Social

The most compelling statistic came from Facebook with a reported 100% increase in customer messages to businesses from 2019 to 2020.

Spotify begins training their agents on the email customer support channel before clearing them for the social support channel. Throughout the training agent emails are evaluated for specific quality and service metrics to ensure agent confidence before graduating them to the generally more public social channels. Word of caution: most users who reach out via social media for support expect a response within 60 minutes.

Voice

Even with post-COVID forced digital acceleration, one study reports a preference for voice as high as 71% compared to other channels. Perhaps this is a result of older customers’ preference for in-person or assisted service (whereas younger generations prefer self-service). In any case, this should be no surprise as 56% of customers surveyed reported frustration with IVRs prior to speaking with a live agent. Stay alert contact centers! The experience on your IVR/IVA is more important than you think and could make or break your voyage to a better customer experience.

Artificial Intelligence

“Roughly one third” of American companies surveyed in a study May 2021 are using some degree of AI for consumer experience initiatives. The possibilities and promises of increased self-service and customer satisfaction, reduced inquiry handle-times, trend forecasting, agent assist, next best action and many opportunities are examples of the hopes and dreams for overall customer loyalty and revenue potential. As you consider how to implement or scale an AI solution, be mindful of the differences between static analytical models, natural language understanding, robotic process automation, and true artificial intelligence.

Email

For most businesses email was a low friction, self-service channel easy to add to the multi-channel support model, but as organizations pivoted to omnichannel support models with better-integrated and more real-time digital solutions, email declined in satisfaction and popularity - and is predicted to continue to decline as mobile-first messaging adoption increases. In a survey conducted in October 2021, as few as 15% of American respondents indicated email was the preferred channel for customer support.

Messaging

With a particularly sharp uptake during the challenges of COVID-19 pandemic lockdowns businesses adapted by implementing direct messaging for support and marketing motions to stay in closer contact with their customers. One study reports an increase of 62% in companies using WhatsApp for customer service inquiries from the previous year.

Selecting The Right Customer Service Channels

Regardless of the overall channel adoption statistics above, selecting the proper customer service channel mix for your specific business to deliver the best customer experience should be the primary driver. Look for friction points, add new channels, eliminate extra steps, add touch points along the customer journey to share transparently and engage with your customers in a friendly way.

Below are just a few examples and the steps you can take to see immediate improvements in your customer experience feedback:

  • How would you feel? Consider how the customer feels when attempting to reach you for various reasons. Next, go and listen to every branch of your own IVR and consider whether your automation matches the customer’s need. Should you route priority customers differently than those calling for hours and location? Can you easily automate order status inquiries in your IVR to free up staff to handle higher cognitive inquiries?
  • Proper channels in place? If you are only communicating by phone and email, consider adding live chat. This channel can have a direct impact on your top-line revenue as many customers - in an e-commerce setting - use chat when they are further down the sales funnel and may have a clarifying question or two prior to checkout.
  • Monitor and adjust! You can’t improve what you don’t measure. What is the traffic volume on each of your support channels? Can customers (or your agents) easily pivot from chat to voice if the interaction escalates in customer frustration? Are you receiving an overwhelming number of emails because it is too difficult to reach you on the phone, or your phone system is poorly configured to handle the volume of calls?

Conclusion

Customer service trends indicate that the leading differentiator is less about unit price or product quality and more about service level experience. From a customer loyalty or NPS perspective, the emotional intelligence, tactful questions, and benefit of the doubt offered by agents to customers arrive at a sum greater than its parts. What will you be known for? The channels you offer and the quality of service delivered via those channels will set you apart from your competition!

Jul 26, 2022
5 mins

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

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

Migration
SMS API

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

Understanding the differences between Bandwidth and Plivo development

Most of the APIs and features that are available on Bandwidth 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 Bandwidth 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 Bandwidth to Plivo, as we explain in this guide.

Migrating your SMS application

You can migrate your existing application from Bandwidth 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 Bandwidth to Plivo to set up a simple cURL application to send an SMS message by changing just a few lines of code.

Bandwidth Plivo
    from bandwidth.bandwidth_client import BandwidthClient

    bandwidth_client = BandwidthClient(
        messaging_basic_auth_user_name="<username>",
        messaging_basic_auth_password="<password>")

    messaging_client = 
    bandwidth_client.messaging_client.client
    from 
    bandwidth.messaging.models.message_request import MessageRequest

    messagingBody = MessageRequest()
    messagingBody.to = 
    ["<destination_number>"]
    messagingBody.mfrom =
     "<sender_id>"
    messagingBody.text =
     "Hello, from Python!"
    messagingBody.application_id = "<app_id>"

    messaging_client.create_message("<account_id>", body=messagingBody)
   
    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 Bandwidth to Plivo — a simple cURL application to send an MMS message — by changing just a few lines of code.

Bandwidth Plivo
    from bandwidth.bandwidth_client import
BandwidthClient

    bandwidth_client = BandwidthClient(
        messaging_basic_auth_user_name=
        "<username>",
        messaging_basic_auth_password=
        "<password>")

    messaging_client =
    bandwidth_client.messaging_client.client
    from
    bandwidth.messaging.models.message_request
    import MessageRequest

    messagingBody = MessageRequest()
    messagingBody.to = ["<to>"]
    messagingBody.mfrom = "<from>"
    messagingBody.text = "Hello, from
    Python!"
    messagingBody.application_id
    = "<app_id>"

    messaging_client.create_message("<account_id>", body=messagingBody)
            "from": "+12025553333",
            "text": "Hello, from Python!",
            "media": [
            "https://media.giphy.com/media/26gscSULUcfKU7dHq/source.gif"
            ],
            "tag": "custom string",
            "priority": "default"
        }'
   
    import plivo
    client = plivo.RestClient('<auth_id>','<auth_token>')

    response = client.messages.create(
        src='<sender_id>',
        dst='<destination_number>',
        Text ='Hello, from Python!',
    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 Bandwidth to Plivo

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

Simple and reliable

Those are the basics for migrating from Bandwidth 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 Bandwidth alternative. See for yourself — sign up for a free trial account.

Jul 15, 2022
5 mins

6 Ways to Use Contact Center Analytics to Improve Operations

Contact Center analytics uses technology to generate actionable insights from raw data. Here are 6 ways to use contact center analytics & reporting to improve operations.

Contact Center

What is contact center analytics?

A single customer service conversation can yield a seemingly infinite amount of information about both your consumers and customer service agents, and contact center analytics provide the method behind the madness to make sense of all that information.

Contact center analytics use technology to generate actionable insights from raw data—data which allows B2C teams to identify patterns in their customer service data and pinpoint potential product issues or contact center optimizations.

How to use contact center analytics to improve operations

The true power of contact center analytics lies in its ability to dramatically improve your team’s operations. This data is only as potent as it’s application, however, which begs the question: how do I put contact center analytics to work in my organization?

Get a holistic view of contact center key metrics at a glance

Just like a beautiful painting, it’s a lot easier to understand the nuance in the finer details once you’ve seen the whole picture. Sometimes, the best way to get a feel for how your agents are performing is by looking at your contact center from a bird’s eye view.

Contact center reporting and analytics offer a unique opportunity to look at the bigger picture, identifying common trends among support tickets. This could include evaluation of average handle time, first call resolution time, call / support abandonment rate, and then zooming in on individual metrics to identify outliers in each.

Monitoring performance & identifying training needs

Call center analytics can provide you the boost that you need to level up your agents and optimize agent performance by monitoring service and identifying training needs.

By analyzing your contact center data and reflecting on customer sentiments, you can keep tabs on how your customer service reps are performing and identify any areas where additional training in product or platform knowledge would benefit your service team.

Actionable customer service insights across all channels

Preferred methods of customer service can vary significantly from consumer base to consumer base. Are your customers trying to reach you via your social media channels? Is your consumer base largely made up of millennials, who on average prefer digital service channels over phone ?

From common customer demographics to volume patterns in your support requests across channels, B2C teams can leverage contact center analytics to stay ahead of the specific needs of their brand’s consumers, allowing them to better meet customers where they are.

Automate the customer feedback process

With the right tools, B2C teams are capable of automating the customer feedback process, allowing them to glean further insights into how consumers are feeling after interacting with their customer service representatives.

Frequently asking customers the right questions and analyzing their answers provides another valuable data point to include in your team’s contact center analytics. Identify common trends among customer feedback to optimize their support experience, and you just might create a lasting customer relationship.

Generate reports for customer support teams

Call center analytics and call center reports go hand-in-hand—while distinct from one another, they’re nearly inseparable in how they’re discussed by the industry at large. In the right hands, these two things work together harmoniously to provide a continuous cycle of improvement for data-driven support teams.

Essential metrics reports track relevant current and historical data, so you can identify trends over time. From customer satisfaction to agent productivity, the right contact center solution should provide reporting capabilities that enhance your ability to measure what matters most and provide a 360 degree view of a customer’s past and present needs.

Help contact center managers with resource allocation

Remember when we said it’s important to know your demographics, and how they like to be supported? Contact center reporting and analytics can act as a cheat code for your team to know where they need to be, when they need to be there, and allow you to tailor your team’s hours, channels, and skillsets to the support needs of your consumer base.

A modern contact center should provide visibility into the most demanding support needs of your organization by providing real-time data on your team’s activity and performance, allowing you to shift resources accordingly.

Using contact center analytics to improve customer experience

With more options for the consumer to choose from than ever before, it’s becoming increasingly difficult to separate yourself from your competition. The importance of differentiation through exceptional customer service cannot be overstated, and contact center analytics allow you to do exactly that.

Every support conversation is an opportunity to refine your customer service offering through effective customer communication, evaluation of common trends in your customer feedback, and then taking action to reduce customer friction.

Leverage built-in contact center analytics with Contacto

PlivoCX Service is a cloud contact center software for B2C teams built with customer and agent satisfaction in mind. With Contacto, agent teams are supported by powerful reporting and analytics functionality, helpful automations, a unified desktop, and an omnichannel experienceto exceed consumer needs and create happy customers and agents alike.

If you’re looking to keep up with the demands of the new era of support operations, we’re here to help.

Book a demo with our sales team, and we’ll help you find the right solution for your team’s needs.

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