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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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Dec 7, 2021
5 mins

How to Migrate Your Python Voice Application from Twilio to Plivo

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

Python SDK
Voice API
Migration

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

Understanding the differences between Twilio and Plivo development

Most of the APIs and features that are available on Twilio are also available on Plivo and the implementation mechanism is easier as the steps involved are almost identical. This table gives a side-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/XML 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 Twilio Plivo Similarities Implementation Interface
Voice API: Make phone calls Request and response variables’ structure API
PHLO
Programmatically manage call flows Twiml Plivo XML XML element and its attributes structure XML
PHLO
Geo Permissions Feature parity Console
Number Lookup API API Parity API
Phone number management Feature parity API
Console
Call Insights Feature parity Console
Validating Requests Feature parity API
XML
Subaccounts Feature parity API
Speech recognition Feature parity XML
SSML (Speech Synthesis Markup Language) Feature parity XML
PHLO
Browser and Mobile SDKs Feature parity Browser
Android
iOS
Transcription Feature parity API
XML
PHLO
Custom SIP Headers Feature parity API
XML
PHLO
Browser SDK
Mobile SDKs
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 Twilio to Plivo, as we explain in this guide.

Migrating your voice application

As mentioned earlier, you can migrate your existing application from Twilio to Plivo by refactoring the code, or you can try our intuitive visual workflow builder PHLO. If you prefer the API approach, you can follow one of the voice quickstart guides based on your preferred language and web framework. Plivo offers server SDKs in seven languages: Python, 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 make an outbound call

Let’s take a look at the process of refactoring the code to migrate your app from Twilio to Plivo to set up a simple Python application to make an outbound call by changing just a few lines of code.

Twilio Plivo
import os
from twilio.rest import Client

account_sid = os.environ
["TWILIO_ACCOUNT_SID"]
auth_token = os.environ
["TWILIO_AUTH_TOKEN"]
client = Client(account_sid, auth_token)

call = client.calls.create(
   url='http://demo.twilio.com/docs/voice.xml',
   to='+14155551212',
   from_='+15017122661'
)

print(call)
   
import os
import plivo


auth_id = os.environ
["PLIVO_AUTH_ID"]
auth_token = os.environ
["PLIVO_AUTH_TOKEN"]
client = plivo.RestClient(auth_id, auth_token)

call = client.calls.create(
   from_='+14151234567',
   to_='+14157654321',
   answer_url=
'http://s3.amazonaws.com/static.plivo.
com/answer.xml',
   answer_method='GET' )
print(call)

Alternatively, you can implement the same functionality using one of our PHLO templates. For example, if you want to make an outbound call, your PHLO would be this:

Create a PHLO for outbound calls

How to receive an incoming call

You can migrate an application for receiving and handling an incoming call from Twilio to Plivo just as seamlessly, as in this example:

Twilio Plivo
from flask import Flask
from twilio.twiml.voice_response 
import VoiceResponse

app = Flask(__name__)


@app.route("/receive_call", 
methods=['GET', 'POST'])
def receive_call():
"""Respond to incoming phone calls with a
'Hello world' message"""
    # Start our TwiML response
    resp = VoiceResponse()

    # Read a message aloud to the caller
    resp.say("hello world!", voice='alice')
    
    return str(resp)

if __name__ == "__main__":
    app.run(debug=True)
   
from flask import Flask, request,
make_response
from plivo import plivoxml

app = Flask(__name__)

@app.route('/receive_call',
methods=['GET','POST'])
def receive_call():
# Generate a Speak XML with the details 
of the text to play on the call.
response = (
   plivoxml.ResponseElement()
   .add(
   plivoxml.SpeakElement(
'Hello, you just received your first call')))
return(response.to_string())

if __name__ == "__main__":
    app.run(host='0.0.0.0', debug=True)

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

Create a PHLO to receive incoming call

For more information about migrating your Voice applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

How to forward an incoming call

You can migrate an application for forwarding an incoming call from Twilio to Plivo just as seamlessly, as in this example:

Twilio Plivo
from flask import Flask
from twilio.twiml.voice_response
import Dial, VoiceResponse, Say

app = Flask(__name__)


@app.route("/forward_call", 
methods=['GET', 'POST'])
def forwardcall():
   """Forward the incoming phone calls to 
  connect the caller to another party"""
   # Start our TwiML response
   response = VoiceResponse()

   # Dial verb to forward the call
   response.dial('415-123-4567')
   response.say('Goodbye')

   return str(response)

if __name__ == "__main__":
   app.run(debug=True)
   
from flask import Flask,
request, make_response, Response
from plivo import plivoxml

app = Flask(__name__)



@app.route('/forward_call',
methods=['GET', 'POST'])
def forwardcall():

    response = plivoxml.ResponseElement()
    response.add(
        plivoxml.DialElement().add(
        plivoxml.NumberElement('15671234567')))
    return(response.to_string())

if __name__ == '__main__':
    app.run(host='0.0.0.0', debug=True)

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

Create a PHLO to receive incoming call

For more information about migrating your Voice applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

More use cases

You can migrate your applications serving other use cases too.

Simple and reliable

And that’s all there is to migrate your Python voice app from Twilio to Plivo. Our simple APIs work in tandem with our Premium Communications Network. See for yourself — sign up for a free trial account.

Dec 2, 2021
5 mins

Lessons in CPaaS Leadership: Managing Costs at Scale

Manage costs at scale with Plivo. Lower unit costs than Twilio for voice calls and SMS text messaging.

CPaaS

Let’s face it — among communications platforms as a server (CPaaS), Twilio is the 800-pound gorilla in terms of market share. It’s the modern embodiment of the old saying “Nobody ever got fired for buying IBM.” But one thing you can’t say about Twilio is that it’s budget-friendly.

Fortunately, just as there were worthwhile alternatives to Big Blue back in the day, there are good alternatives to Twilio today. Plivo of course is one of them, and a key advantage is that it lets businesses of all sizes better manage their costs at scale. In this latest post in our Lessons in CPaaS Leadership series, we focus on all the ways a platform can save — or cost — a business money.

What costs do businesses that use cloud communications platforms have to consider? They start with unit costs to send messages and make calls, but they also include things like support contracts and sometimes phone number rental.

On a unit cost basis, it’s easy to see Plivo’s advantages. Check out our prices; check out Twilio’s. Individual line items vary, but Plivo is lower in every case — on average around 35% lower. We wrote a blog post that dives into the details.

In both cases, the individual rate differences are tiny: It costs half a cent to send an SMS text message through Plivo, .75 cents through Twilio, for instance. But you wouldn’t need a CPaaS platform if you were sending just a few messages a day. When you scale up to business volumes, those tiny differences add up to tens of thousands of dollars per month. That’s a significant amount you can save with Plivo every month.

Quality affects cost

But there’s more to the cost equation than unit costs. Consider quality of service. If your CPaaS can’t reliably deliver text messages across every locale where you have customers, you have to add in the cost of resends. Similarly, with voice calls, poor connections can require people to hang up and try again. You pay for every voice call made and received, so if you need multiple attempts to get a clear line as a result of poor quality, the costs increase quickly. Lower quality also leads to higher customer support costs.

Plivo emphasizes connection quality because our customers demand reliable, high-quality routes. Over the past decade we’ve built a premium communications network that none of our competitors can match, thanks to direct partnerships with Tier 1 carrier networks all across the globe. We rely on high-quality local carriers, and don’t try to cut costs by using cheaper aggregators that exploit lower-quality routes. Low latency and high reliability mean your messages and voice calls need fewer retries than with other CPaaS alternatives.

Our direct partnerships and strong carrier relationships also let us lower costs, because the volume of traffic we send across our partners networks enables them to charge lower rates, and the savings we receive are reflected in the rates we offer.

It works for Deckers

Plivo customer Deckers Brands has seen how well Plivo can save an organization money. In an effort to lower support costs, the footwear giant built an application that texted customers to let them know where their orders were every step of the way. Adopting Plivo was nearly seamless — with a simple API and great documentation,​ implementing Plivo only took a week, says Jacob Martinez, project manager for Deckers’ ecommerce team.

With better communication, the company succeeded in reducing its support costs. The average cost per contact, Martinez says, is less than half of one percent of the cost of telephone contact, and track-package calls have decreased between 15 and 20% year-over-year since the launch of SMS delivery status notification. Using SMS to preempt those calls has paid for itself many times over.

What’s better than low cost? No cost!

What better way to manage costs at scale than to have no cost? In countries where receiving SMS messages is supported, Plivo lets businesses get incoming text messages for free. Unit costs of zero scale very well.

We also offer free trial accounts, and even give prospective customers usage credits so they can try building applications for any use case.

What’s the bottom line?

If two solutions can meet their needs, people generally decide between them on the basis of cost. Plivo is a cost-effective solution for small, midsize, and enterprise businesses because it helps them manage costs as their usage scales up. After a one-time migration project (and we make migration easy) you can be banking savings every month on your voice and SMS communications.

For more information on Plivo’s advantages, read our other Lessons in CPaaS Leadership blog posts: Find out why reliability, a strong carrier network, consultative customer support, and feature parity with Twilio make Plivo stand out among cloud communications platforms.

Dec 1, 2021
5 mins

How to Migrate Your Python SMS Application from Twilio to Plivo

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

Python SDK
SMS API
Migration

Migrating your Python SMS app from Twilio to Plivo is a seamless and painless process. The two companies’ API structures, implementation mechanisms, XML structure, SMS message processing, and voice call processing are similar. We wrote this technical comparison so that you can scope between Twilio and Plivo APIs for a seamless migration.

Understanding the differences between Twilio and Plivo development

Most of the APIs and features that are available on Twilio are also available on Plivo and the implementation mechanism is easier as the steps involved are almost identical. This table gives a side-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/XML 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 Twilio Plivo Similarities Implementation Interface
SMS API: Send SMS/MMS messages Request and response variables’ structure API
PHLO
Managed number pool for US/CA Messaging Copilot Powerpack Feature parity API
Console
Geo Permissions Feature parity Console
SMS Sender ID registration Feature parity Console
Number Lookup API API Parity API
Phone number management Feature parity API
Console
Validating Requests Feature parity API
XML
Subaccounts Feature parity API
HTTP callbacks Feature parity API
XML
PHLO

Plivo offers one unique advantage: Not only can you code using APIs and XML, 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.

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 Twilio to Plivo, as we explain in this guide.

Migrating your Python SMS application

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

Twilio Plivo
import os
from twilio.rest import Client

account_sid =
os.environ["TWILIO_ACCOUNT_SID"]
auth_token =
os.environ["TWILIO_AUTH_TOKEN"]
client = Client(account_sid, auth_token)

message = client.messages.create(
    body="Hi there", 
    from_=" 15017122661", 
    to=" 15558675310"
)

print(message)
   
import os, plivo

auth_id =
os.environ["PLIVO_AUTH_ID"]
auth_token =
os.environ["PLIVO_AUTH_TOKEN"]
client = plivo.RestClient(auth_id, auth_token)

message = client.messages.create(
    src="+14151234567",
    dst="+14157654321",
    text="Hi there",
)
print(message)

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 be this:

Create PHLO for outbound SMS

How to receive and reply to SMS

You can migrate an application for receiving and replying to an incoming SMS from Twilio to Plivo just as seamlessly, as in this example:

Twilio Plivo
from flask import Flask, request, redirect
from twilio.twiml.messaging_response
import MessagingResponse

app = Flask(__name__)

@app.route("/reply_sms", methods=
["GET", "POST"])
def sms_reply():
    """Respond to incoming calls with a simple
    text message."""
    # Start our TwiML response
    resp = MessagingResponse()

    # Add a message
    resp.message("Thank you, we have 
received your request.")
    
    return str(resp)


if __name__ == "__main__":
    app.run(debug=True)
   
from flask import Flask, request,
make_response, Response
from plivo import plivoxml

app = Flask(__name__)


@app.route("/reply_sms",
methods=["GET", "POST"])
def sms_reply():

    from_number = request.values.get("From")
    to_number = request.values.get("To")
    text = request.values.get("Text")
    
    # Plivo Message XML to handle Reply
    response = plivoxml.ResponseElement()
    response.add(
        plivoxml.MessageElement(
            "Thank you, we have received your
            request.", 
            src=to_number, 
            dst=from_number
        )
    )
    
    return Response(response.to_string(),
    mimetype="application/xml")


if __name__ == "__main__":
    app.run(debug=True)

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

With Dynamic Payload

For more information about migrating your SMS applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

How to send an MMS message

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

Twilio Plivo
import os
from twilio.rest import Client

account_sid = os.environ['TWILIO_ACCOUNT_SID']
auth_token = os.environ['TWILIO_AUTH_TOKEN']
client = Client(account_sid, auth_token)

message = client.messages.create(
    body='This is the ship that made the Kessel Run in fourteen parsecs?',
    from_='+15017122661',
    media_url=
['https://c1.staticflickr.com/3/2899/14341091933_1e92e62d12_b.jpg'],
    to='+15558675310')
print(message)
   
import os, plivo

auth_id = os.environ["PLIVO_AUTH_ID"]
auth_token = os.environ["PLIVO_AUTH_TOKEN"]
client = plivo.RestClient(auth_id, auth_token)

message = client.messages.create(
    src='+14151234567',
    dst='+14157654321',
    text='hey there!',
    media_urls=
['https://media.giphy.com/media/26gscSULUcfKU7dHq/source.gif'],
    type_='mms')
print(message)

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 be this:

Create PHLO for outbound MMS

More use cases

You can migrate your applications serving other use cases too.

Simple and reliable

And that’s all there is to migrate your Python SMS app from Twilio to Plivo. Our simple APIs work in tandem with our Premium Communications Network to guarantee the highest possible delivery rates and the shortest possible delivery times for your SMS messages. See for yourself — sign up for a free trial account.

Nov 29, 2021
5 mins

Deepgram AI Summit — Voice is an Essential Asset for All Companies

Plivo CEO Venky B joined the Deepgram AI Summit to discuss the importance of voice as an essential asset for companies.

Company

Plivo co-founder and CEO Venky B. spoke during a recent online summit about voice-enabled experiences. The event was sponsored by speech-to-text platform Deepgram, which provides speech APIs to deliver AI-enhanced transcription.

Deepgram CEO and Co-Founder Scott Stephenson started the event with a keynote in which he pointed out that voice can bring people together during these days when we’re all staying apart. He noted the value of AI to handle tasks and save expensive human time for uses for which humans are best suited. You can check out the recording of the event for his discussion on the relative ease of labeling images, which is a mature technology, and extracting insights from audio.

Some of the difficulties with speech recognition up until now that Stephenson noted included one-size-fits-all speech models that don’t take into account specific use cases, such as a company’s product names or industry acronyms, and may be challenged by things like accents and background noise. Customers can’t improve the accuracy of these off-the-shelf models. AI-assisted technology like Deepgram’s can train models to perform better — and better performance, meaning both speed and accuracy, matters for downstream tasks. And to be useful, actions have to be repeatable, which means they have to be cost-effective.

The roundtable Venky participated in was the first of three during the summit, and focused on the potential for voice technology and voice data. Moderator Dan Miller, Lead Analyst and Founder of Opus Research, hosted the panel, which also included

  • Pete Ellis — Chief Product Officer, Red Box
  • Shadi Baqleh — Chief Operating Officer, Deepgram
  • Ted McKenna — SVP, Research and Innovation, Tethr

Venky noted that we’re seeing more adoption of voice for sales and customer use cases. In the post-COVID world there’s been huge acceleration around voice interactions, voice transcription, and voice analytics.

Miller cited an Opus Research survey that confirmed a trend toward real-time transcription use cases. Ellis noted that real-time transcription for sales and agent assistance has exploded in the last four months.

Baqleh said that over the last five or six months, half of Deepgram’s opportunities have involved real-time assistance. He cited as an example the benefit of immediate close-captioning for meetings that involve remote workers, and he pointed out that people are now more willing to be recorded than they were before the pandemic.

Ellis raised contact centers as an example, pointing out that there can be about 50 pieces of metadata per call for contact center agents. Getting a company to adopt voice transcriptions and perform analysis on them is a challenge because people don’t know what they don’t know, he said.

Venky agreed that agent assist is a huge use (which, though it didn’t come up, is part of the reason for Plivo’s new Contacto contact center platform). He pointed out the potential benefit of tagging and categorizing conversations and using support conversation information to inform marketing and sales initiatives. McKenna agreed with the value of “closed-loop actions” post conversations — taking steps to make sure customers are happy. Miller also pointed out the value of detecting in real time whether agents have fallen out of compliance with some mandated compliance practice.

Moderator Miller then wondered whether, given user acceptance of chatbots over the last few years, there were implications for voicebots. Venky said, “We’re seeing hybrid interactions. Internally we call this Jarvis. How do we augment customer assists, even if there’s a human being in the interaction — then how do we take this intelligence back and feed it into the bots?”

McKenna brought up the trend toward automating rote tasks in customer interactions, but asked, “Is it for them or for us? Do customers prefer that? I think that’s an open question.”

Baqleh said, “I think it’s both.” He said if you can involve AI into conversation and workflow you’re better off. You’ll have more efficient and faster ways to have customer responses and solve customer problems. The more you can help customers with their personal workflows, he said, the better off you are.

How to start exploiting voice technology

In the final part of the discussion, all the participants agreed that voice technology today is scalable and reliable, and each suggested a good way to start using it.

Ellis said you start by capturing information and putting it into a format that’s usable. Then you can figure out what you can do with it. You can use it to see how your company is dealing with its customers.

Baqleh said that if companies don’t start doing that now they’re going to fall behind. But, he suggested, “don’t boil the ocean” — pick one use case, win at that, then expand.

McKenna agreed, saying customer disloyalty is the place to start. Businesses should look for ways to improve situations with unhappy customers.

With the final word, Venky suggested picking a use case with a high ROI, so if you execute well it will have the most impact.

To close the session, Miller pointed out that voice technology isn’t just a call center story. It’s useful across the whole organization. Multiple touchpoints can benefit from the ingestion of all conversations and treating that information as valuable input.

Nov 25, 2021
5 mins

How to Easily Migrate Your PHP Voice Application from Twilio to Plivo

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

PHP SDK
Voice API
Migration

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

Understanding the differences between Twilio and Plivo development

Most of the APIs and features that are available on Twilio are also available on Plivo and the implementation mechanism is easier as the steps involved are almost identical. This table gives a side-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/XML 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 Twilio Plivo Similarities Implementation Interface
Voice API: Make phone calls Request and response variables’ structure API
PHLO
Programmatically manage call flows Twiml Plivo XML XML element and its attributes structure XML
PHLO
Geo Permissions Feature parity Console
Number Lookup API API Parity API
Phone number management Feature parity API
Console
Call Insights Feature parity Console
Validating Requests Feature parity API
XML
Subaccounts Feature parity API
Speech recognition Feature parity XML
SSML (Speech Synthesis Markup Language) Feature parity XML
PHLO
Browser and Mobile SDKs Feature parity Browser
Android
iOS
Transcription Feature parity API
XML
PHLO
Custom SIP Headers Feature parity API
XML
PHLO
Browser SDK
Mobile SDKs
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 Twilio to Plivo, as we explain in this guide.

Migrating your Voice application

As mentioned earlier, you can migrate your existing application from Twilio to Plivo by refactoring the code, or you can try our intuitive visual workflow builder PHLO. If you prefer the API approach, you can follow one of the voice quickstart guides based on your preferred language and web framework. 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 make an outbound call

Let’s take a look at the process of refactoring the code to migrate your app from Twilio to Plivo to set up a simple PHP application to make an outbound call by changing just a few lines of code.

Twilio Plivo
<?php
require_once '/path/to/vendor/autoload.php';
use Twilio\Rest\Client;
$sid = getenv("TWILIO_ACCOUNT_SID");
$token = getenv("TWILIO_AUTH_TOKEN");
$twilio = new Client($sid, $token);
$call = $twilio->calls->create(
   "+14155551212", // to
   "+15017122661", // from
  ["url" => "http://demo.twilio.com/docs
/classic.mp3"]);
print ($call->sid);
<?php
require 'vendor/autoload.php';
use Plivo\RestClient;
$authId = getenv("PLIVO_AUTH_ID");
$authToken = getenv("PLIVO_AUTH_TOKEN");
$client = new RestClient($authId, $authToken);
$response = $client->calls->create(
   '<caller_id>', 
   ['<destination_number>'], 
   'https://s3.amazonaws.com
/static.plivo.com/answer.xml',
   );
print_r($response);

Alternatively, you can implement the same functionality using one of our PHLO templates. For example, if you want to make an outbound call, your PHLO would be this:

Create a PHLO for outbound calls

How to receive an incoming call

You can migrate an application for receiving and handling an incoming call from Twilio to Plivo just as seamlessly, as in this example:

Twilio Plivo
<?php
require_once '/path/to/vendor/autoload.php';
use Twilio\TwiML\VoiceResponse;

$response = new VoiceResponse;
$response->say(
"Hello, you just received your first call", array(
    'voice' => 'alice'
));
print $response;
<?php
require '../vendor/autoload.php';
use Plivo\XML\Response;

$response = new Response();
$speak_body =
"Hello, you just received your first call";
$response->addSpeak($speak_body);

Header('Content-type: text/xml');
echo ($response->toXML());
?>

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

Create a PHLO to receive incoming call

For more information about migrating your Voice applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

How to forward an incoming call

You can migrate an application for forwarding an incoming call from Twilio to Plivo just as seamlessly, as in this example:

Twilio Plivo
<?php
namespace App\Http\Controllers;
use Illuminate\Http\Request;
use Twilio\TwiML\VoiceResponse;
class VoiceController extends Controller
{
    public function forwardCall()
    {
        $response = new VoiceResponse();
        $response->dial('415-555-4567');
        $response->say('Goodbye');
        Header('Content-type: text/xml');
        echo $response;
    }
}
<?php
namespace App\Http\Controllers;
require '../../vendor/autoload.php';
use Plivo\XML\Response;
use Illuminate\Http\Request;
class VoiceController extends Controller
{
    public function forwardCall()
    {
        $response = new Response();
        $dial = $response->addDial();
        $dial->addNumber("14155554567");
        Header('Content-type: text/xml');
        echo $response->toXML();
    }
}

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

Create a PHLO to receive incoming call

For more information about migrating your Voice applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

More use cases

You can migrate your applications serving various other use cases too.

Simple and reliable

And that’s all there is to migrate your PHP Voice app from Twilio to Plivo either using Plivo’s PHP SDK or PHLO. Our simple APIs work in tandem with our Premium Communications Network. See for yourself — sign up for a free trial account.

Nov 24, 2021
5 mins

How to Migrate Your PHP SMS Application from Twilio to Plivo

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

PHP SDK
SMS API
Migration

Migrating your PHP SMS app from Twilio to Plivo is a seamless and painless process. The two companies’ API structures, implementation mechanisms, XML structure, SMS message processing, and voice call processing are similar. We wrote this technical comparison so that you can scope between Twilio and Plivo APIs for a seamless migration.

Understanding the differences between Twilio and Plivo development

Most of the APIs and features that are available on Twilio are also available on Plivo and the implementation mechanism is easier as the steps involved are almost identical. This table gives a side-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/XML 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 Twilio Plivo Similarities Implementation Interface
SMS API: Send SMS/MMS messages Request and response variables’ structure API
PHLO
Managed number pool for US/CA Messaging Copilot Powerpack Feature parity API
Console
Geo Permissions Feature parity Console
SMS Sender ID registration Feature parity Console
Number Lookup API API Parity API
Phone number management Feature parity API
Console
Validating Requests Feature parity API
XML
Subaccounts Feature parity API
HTTP callbacks Feature parity API
XML
PHLO

Plivo offers one unique advantage: Not only can you code using APIs and XML, 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.

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 Twilio to Plivo, as we explain in this guide.

Migrating your PHP SMS application

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

Twilio Plivo
<?php
require __DIR__ . '/vendor/autoload.php';
use Twilio\Rest\Client;
$account_sid =
getenv('TWILIO_ACCOUNT_SID');
$auth_token =
getenv('TWILIO_AUTH_TOKEN');
$twilio_number = "<destination_number>";
$client = new Client($account_sid, $auth_token);
$client->messages->create( 
    '<source_number>' , 
    array(
    'from' => $twilio_number,
    'body' => 'Hello'
));
                  
<?php
require 'vendor/autoload.php';
use Plivo\RestClient;
$authId = getenv('PLIVO_AUTH_ID');
$authToken = getenv('PLIVO_AUTH_TOKEN');
$client = new RestClient($authId, $authToken);
$response = $client->messages->create(
        [
            "src" => "<source_number>", 
            "dst" => "<destination_number>", 
            "text" => "Hello", 
        ]);
print_r($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 be this:

Create PHLO for outbound SMS

How to receive and reply to SMS

You can migrate an application for receiving and replying to an incoming SMS from Twilio to Plivo just as seamlessly, as in this example:

Twilio Plivo
<?php
require_once "vendor/autoload.php";
use Twilio\TwiML\MessagingResponse;
header("content-type: text/xml");
$response = new MessagingResponse();
$response->message("Hello");
echo $response;
            
<?php
namespace App\Http\Controllers;
require '../../vendor/autoload.php';
use Plivo\RestClient;
use Plivo\XML\Response;
use Illuminate\Http\Request;
class SMSController extends Controller
{
    public function forwardsms()
    {
        $number = $_POST["From"];
        $to = $_POST["To"];
        $text = $_POST["Text"];
        $response = new Response();
        $params = array(
            'src' => <to_number> ,
            'dst' => <from_number> ,
        );
        $message_body = "Hello";
        $response->addMessage($message_body, 
        $params);
        Header('Content-type: text/xml');
        return $response->toXML();
    }
}
            

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

With Dynamic Payload

For more information about migrating your SMS applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

How to send an MMS message

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

Twilio Plivo
<?php 
require_once '/path/to/vendor/autoload.php';
use Twilio\Rest\Client;
$sid = getenv("TWILIO_ACCOUNT_SID");
$token = getenv("TWILIO_AUTH_TOKEN");
$twilio = new Client($sid, $token);
$message = $twilio->messages->create(
    "<destination_number>", 
        [
            "body" => "Hello",
            "from" => "<source_number>", 
            "mediaUrl" => ["https://c1.staticflickr
     .com/3/2899/14341091933_1e92e62d12_b.jpg"]
        ]
        );
print($message->sid);
   
<?php
require 'vendor/autoload.php';
use Plivo\RestClient;
$authId = getenv('PLIVO_AUTH_ID');
$authToken = getenv('PLIVO_AUTH_TOKEN');
$client = new RestClient($authId, $authToken);
$response = $client->messages->create([
        "src" => "<source_number>", 
        "dst" => "<destination_number>", 
        "text" => "Hello", 
        "type" => "mms", 
        "media_urls" => ["https://media.giphy.
com/media/26gscSULUcfKU7dHq/source.gif"], 
        "media_ids" => ["801c2056-33ab-
499c-80ef-58b574a462a2"], 
        ]);
print_r($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 be this:

Create PHLO for outbound MMS

More use cases

You can migrate your applications serving other use cases too.

Simple and reliable

And that’s all there is to migrate your PHP SMS app from Twilio to Plivo either using Plivo’s PHP SDK or PHLO. Our simple APIs work in tandem with our Premium Communications Network to guarantee the highest possible delivery rates and the shortest possible delivery times for your SMS messages. See for yourself — sign up for a free trial account.

Nov 18, 2021
5 mins

10 Best Practices for Customer Communications

The foundation of customer communications is “right time, right place, right message.” Learn how to nail it every time with great customer service.

Customer Experience

The foundation of any strategic communications is “right time, right place, right message.” A notoriously difficult challenge made somewhat simpler by the technology available to us today.

Contacto’s mission is to enable omnichannel customer communications with a personal touch — especially in a time when human connection is so important. We’ve come up with this list of 10 communications priorities to help you meet new and changing customer expectations, so you can provide a better customer experience and enhance loyalty.

Keep in touch

82% of U.S. consumers want more of the human element in their interactions with agents. That requires open lines of communication, across your audience’s preferred digital channels.

Omnichannel is best

The last two decades have seen a proliferation of new communications channels, from the rise of SMS/MMS, to social media, and now nearly ubiquitous mobile phone and mobile app usage. Your customers are everywhere — and they’d like you to be, too, because it’s more convenient that way. They want you to be there when they need you.

Offer self-service

Research from customer service expert Shep Hyken found that 67% of respondents use digital self-service tools, including AI-powered chat agents, and 41% said they prefer them. While there’s still a large percentage that prefers live agents, self-service can siphon off the low-touch enquiries to give agents more time to handle live interactions.

Be nimble

Over the last two years, amidst constantly changing conditions, agility has become a real competitive advantage. A proactive notification can keep customers in the loop when things are changing fast.

Consider CDC guidance that may lead to store closings or openings, demand-side shifts shaking up forecasting, and supply chain woes impacting inventory levels and fulfillment. Brands had to communicate fast and transparently.

Get the channel right

First, let’s be clear — omnichannel doesn’t mean every channel. Different consumer demographics, different business models, and different verticals all have unique needs — and brands will have a specific face they want to show to the world. That should all impact your channel mix. Plus, get to know what customer interaction types work best on which channels, so you can guide consumers to convenient customer journeys with the lowest friction.

Follow best practices

Omnichannel isn’t a whole new form of customer service. Classic best practices still apply here, in many cases. Even more so, perhaps, because an omnichannel contact center is so well suited to optimizing for metrics like first contact resolution, average response time, and measuring customer satisfaction.

Be dynamic

What’s convenient or most effective for one customer may be ineffective — or even inaccessible — for another. Being dynamic means that you can switch communication channels mid-conversation without losing the thread, to give your customer base a convenient and flexible journey to resolution.

Have a reliable backup

On Oct. 4, 2021, Facebook, Instagram, and WhatsApp were down for the better part of a day. Back in December 2020, Gmail users were unable to fully access services on two separate occasions, over two days.

Outages happen, but if you’re in a competitive market, you don’t want a single minute of downtime to knock you off balance. Giving your audience more than one way to contact your customer service team creates redundancy that ensures you meet your customers’ needs when they need you

Carrier network matters

If you want to create great customer experiences, you can’t take carrier quality for granted.

Contacto is powered by Plivo’s Premium Communications Network. In Plivo’s 10 years, they learned that reliability depended upon building their own network of high-quality carriers, and that:

  • Strong technology and infrastructure alone cannot compensate for poor carrier network quality.
  • Relying on aggregators is not a good way to ensure carrier network quality.
  • Building a premium carrier network requires redundancy.
  • The infrastructure and technology layer all need to have the same commitment to quality.
  • No provider can build a quality carrier network overnight.

Our advice to you: Be proactive and don’t accept carrier network quality as a given.

Choose a vendor that’s committed to your success

Using a cloud platform for communication services beats maintaining your own infrastructure. With a cloud contact center, you don’t need to buy and maintain expensive equipment, or handle carrier relationships in-house. You also don’t need expensive expert developers to keep the software updated.

Look for a vendor that minimizes complexity and  makes your success their priority, as Contacto does.

Ensuring customer success

Our commitment to our customers doesn’t end once they’re up and running. To help you get the most from us, we want to know about your business and how you use Contacto. Our customer success team has a great track record of keeping customers happy. They’re one of our not-so-secret weapons in our mission to provide superlative customer experience.

Our relationships carry the day

With telecommunications, not all problems come from the customer side of the connection. Often businesses have issues with carrier networks and connectivity, but we’re here to deal with the carriers to fix things

Need help bringing it all together?

Contacto offers an easy-to-use way to deliver streamlined, omnichannel customer service. It integrates with your existing business systems to give customer service teams all the data they need, from a single pane of glass. Read more about Contacto’s channels and features.

Nov 18, 2021
5 mins

How to Migrate Your Node.js Voice Application from Twilio to Plivo

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

Node.Js SDK
Voice API
Migration

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

Understanding the differences between Twilio and Plivo development

Most of the APIs and features that are available on Twilio are also available on Plivo and the implementation mechanism is easier as the steps involved are almost identical. This table gives a side-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/XML 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 Twilio Plivo Similarities Implementation Interface
Voice API: Make phone calls Request and response variables’ structure API
PHLO
Programmatically manage call flows Twiml Plivo XML XML element and its attributes structure XML
PHLO
Geo Permissions Feature parity Console
Number Lookup API API Parity API
Phone number management Feature parity API
Console
Call Insights Feature parity Console
Validating Requests Feature parity API
XML
Subaccounts Feature parity API
Speech recognition Feature parity XML
SSML (Speech Synthesis Markup Language) Feature parity XML
PHLO
Browser and Mobile SDKs Feature parity Browser
Android
iOS
Transcription Feature parity API
XML
PHLO
Custom SIP Headers Feature parity API
XML
PHLO
Browser SDK
Mobile SDKs
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 Twilio to Plivo, as we explain in this guide.

Migrating your voice application

As mentioned earlier, you can migrate your existing application from Twilio to Plivo by refactoring the code, or you can try our intuitive visual workflow builder PHLO. If you prefer the API approach, you can follow one of the voice quickstart guides based on your preferred language and web framework. 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 make an outbound call

Let’s take a look at the process of refactoring the code to migrate your app from Twilio to Plivo to set up a simple Node.js application to make an outbound call by changing just a few lines of code.

Twilio Plivo
const accountSid 
= process.env.TWILIO_ACCOUNT_SID;
const authToken =
process.env.TWILIO_AUTH_TOKEN;
const
client 
=
require('twilio')(accountSid,
authToken);

client.calls.create(
   {
      url:
      'http://demo.twilio.com/docs/voice.xml',
      to: 
      '+14155551212',
      from:
      '+15017122661'
    })
    .then(call
    => 
    console.log(call.sid));
const 
plivo 
= 
require('plivo');
const 
authId =
process.env.PLIVO_AUTH_ID;
const authToken
=
process.env.PLIVO_AUTH_TOKEN;
const client
=
new
plivo.Client(authId, 
authToken);
client.calls.create(
"+14151234567", // from
"+15671234567", // to
// answer_url
"https://s3.amazonaws.com/static.plivo.com/",
{
   answerMethod: "GET",
},
).then(function(response) {
    console.log(response);
});

Alternatively, you can implement the same functionality using one of our PHLO templates. For example, if you want to make an outbound call, your PHLO would be this:

Create a PHLO for outbound calls

How to receive an incoming call

You can migrate an application for receiving and handling an incoming call from Twilio to Plivo just as seamlessly, as in this example:

Twilio Plivo
const express = require('express');
const VoiceResponse =
require('twilio').twiml.VoiceResponse;

const app = express();

app.post('/voice', (request, response) => {
    const twiml = new VoiceResponse();
    twiml.say({
        voice: 'alice'
    }, 'hello world!');

    response.type('text/xml');
    response.send(twiml.toString());
});
app.listen(3000, () => {
    console.log(
        'Now listening on port 3000. ' +
        'Be sure to restart when you make code
        changes!'
    );
});
var plivo = require('plivo');
var express = require('express');
var app = express();

app.all('/receive_call/', function(req, res) {
    var response = plivo.Response();
    var speak_body = "Hello, you just received
    your first call";
    response.addSpeak(speak_body);
    res.writeHead(200, {
        'Content-Type': 'text/xml'
    });
    res.end(response.toXML());
})

app.set('port', (process.env.PORT || 5000));
app.listen(app.get('port'), function() {
    console.log('Node app is running on
    port', app.get('port'));
});

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

Create a PHLO to receive incoming call

For more information about migrating your Voice applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

How to forward an incoming call

You can migrate an application for forwarding an incoming call from Twilio to Plivo just as seamlessly, as in this example:

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

Create a PHLO to receive incoming call

For more information about migrating your Voice applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

More use cases

You can migrate your applications serving other use cases too.

Simple and reliable

And that’s all there is to migrate your Node.js voice app from Twilio to Plivo. Our simple APIs work in tandem with our Premium Communications Network. See for yourself — sign up for a free trial account.

Nov 12, 2021
5 mins

How to Migrate Your Node.js SMS Application from Twilio to Plivo

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

Node.Js SDK
SMS API
Migration

Migrating your Node.js SMS app from Twilio to Plivo is a seamless and painless process. The two companies’ API structures, implementation mechanisms, XML structure, SMS message processing, and voice call processing are similar. We wrote this technical comparison so that you can scope between Twilio and Plivo APIs for a seamless migration.

Understanding the differences between Twilio and Plivo development

Most of the APIs and features that are available on Twilio are also available on Plivo and the implementation mechanism is easier as the steps involved are almost identical. This table gives a side-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/XML 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 Twilio Plivo Similarities Implementation Interface
SMS API: Send SMS/MMS messages Request and response variables’ structure API
PHLO
Managed number pool for US/CA Messaging Copilot Powerpack Feature parity API
Console
Geo Permissions Feature parity Console
SMS Sender ID registration Feature parity Console
Number Lookup API API Parity API
Phone number management Feature parity API
Console
Validating Requests Feature parity API
XML
Subaccounts Feature parity API
HTTP callbacks Feature parity API
XML
PHLO

Plivo offers one unique advantage: Not only can you code using APIs and XML, 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.

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 Twilio to Plivo, as we explain in this guide.

Migrating your Node.js SMS application

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

Twilio Plivo
const accountSid = process.env.
TWILIO_ACCOUNT_SID;
const authToken = process.env.
TWILIO_AUTH_TOKEN;
const client = require('twilio')(
accountSid, authToken);

client.messages
  .create({
     from: '<source_number>',
     to: '<destination_number>',
     body: 'Hello'
   })
  .then(message => console.log(message.sid));
   
const plivo = require('plivo');

const client = new plivo.Client
("<auth_id>", "<auth_token>");
response = client.messages.create(
      { 
          src: "<source_number>", 
          dst: "<destination_number>",
          text: "Hello"
      }
      ).then(function (response) {
        console.log(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 be this:

Create PHLO for outbound SMS

How to receive and reply to SMS

You can migrate an application for receiving and replying to an incoming SMS from Twilio to Plivo just as seamlessly, as in this example:

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

With Dynamic Payload

For more information about migrating your SMS applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

How to send an MMS message

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

Twilio Plivo
const accountSid = process.env.
TWILIO_ACCOUNT_SID;
const authToken = process.env.
TWILIO_AUTH_TOKEN;
const client = require('twilio')
(accountSid, authToken);

client.messages
  .create({
     from: '<source_number>',
     to: '<destination_number>',
     body: 'Hello',
     mediaUrl: ['https://c1.staticflickr.com/3/2
     899/14341091933_1e92e62d12_b.jpg']
   })
  .then(message => console.log(message.sid));
});
   
var plivo = require('plivo');
(function main() {
    'use strict';
    var client = new plivo.Client("<auth_id>
    ", "<auth_token>");
    client.messages.create(
      { 
          src: "<source_number>", 
          dst: "<destination_number>",
          text: "Hello",
          type: "mms",
          media_urls: ["https://media.giphy
          .com/media/26gscSULUcfKU7dHq/source.gif"],
          media_ids: ["801c2056-33ab-499c-
          80ef-58b574a462a2"]
      }
      ).then(function (response) {
        console.log(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 be this:

Create PHLO for outbound MMS

More use cases

You can migrate your applications serving various other use cases too.

Simple and reliable

And that’s all there is to migrate your Node.js SMS app from Twilio to Plivo. Our simple APIs work in tandem with our Premium Communications Network to guarantee the highest possible delivery rates and the shortest possible delivery times for your SMS messages. See for yourself — sign up for a free trial account.

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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