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

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

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

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

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

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

Nov 23, 2025
7 mins

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

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

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

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

What is an AI voice agent?

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

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

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

Types of AI voice agents

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

Rule-based AI voice agent

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

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

AI-assisted voice agent

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

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

Conversational AI voice agent

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

Source

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

Voice-activated voice agent

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

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

How does an AI voice agent improve customer engagement?

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

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

Source

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

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

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

Benefits:

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

Use case: Improve language learning for students 

Source

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

Benefits:

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

Use case: Improve patient outcomes in healthcare

Source

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

Benefits

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

Use case: Streamline routine financial services 

Source

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

Benefits:

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

Use case: Get personal shopping assistance  

Source

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

Benefits:

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

Features of an AI voice agent

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

The best voice agents for businesses come equipped with:

Natural language understanding (NLU)

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

Source

Personalization capabilities

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

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

Multi-language support

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

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

{{cta-style-1}}

Integration with other platforms and services

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

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

Benefits of voice agents

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

Enhanced user experience

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

Additionally, businesses can:

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

Better cost efficiency

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

The direct benefits to businesses are:

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

Accessibility for users with disabilities

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

Data collection and analysis for improved services

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

24/7 availability

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

Future of AI voice technology

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

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

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

Key upcoming trends:

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

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

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

Launch an AI voice agent with Plivo

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

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

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

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

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

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

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

Use Plivo-powered voice agents for: 

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

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

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

RCS Marketing 101: Your Complete Guide

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

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

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

Rich communication services (RCS) makes that possible.

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

What is RCS marketing? 

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

A user on Reddit summed up this perfectly:

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

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

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

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

RCS vs. SMS marketing: A quick comparison

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

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

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

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

4 key benefits of RCS marketing

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

Here are its four key benefits.

1. Improved user interaction

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

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

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

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

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

2. Consistent brand experience

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

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

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

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

3. In-depth analytics

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

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

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

4. Higher conversion potential

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

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

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

5 major use cases of RCS marketing

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

1. Product promotions

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

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

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

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

2. Abandoned cart reminders

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

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

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

3. Appointment confirmations and reminders

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

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

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

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

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

4. Customer surveys and feedback

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

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

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

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

5. Customer support follow-ups

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

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

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

RCS marketing myths and realities

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

Myth 1: RCS marketing is too expensive

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

But cost alone doesn’t tell the full story.

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

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

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

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

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

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

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

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

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

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

Why choose Plivo for your RCS marketing needs

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

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

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

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

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

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

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

Jun 19, 2025
5 mins

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

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

Your customers are on WhatsApp but are your agents?

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

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

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

What is a WhatsApp AI agent?

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

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

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

What you need before setting up your agent

To go live with a WhatsApp agent, you need:

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

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

Optional but recommended integrations:

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

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

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

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

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

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

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

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

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

The goal is to build a WhatsApp AI agent that:

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

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

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

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

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

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

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

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

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

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

Depending on the customer’s reply:

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

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

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

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

Depending on the customer’s reply:

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

Step #3: Train your agent with AI

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

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

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

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

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

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

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

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

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

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

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

Plivo’s real-time dashboard lets you:

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

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

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

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

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

Plivo is purpose-built for WhatsApp AI agent deployment

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

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

Automate outcomes with WhatsApp agent setup in Plivo

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

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

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

Ready to get started? Request a free trial today!

Jun 19, 2025
5 mins

The Definitive Guide to Automating WhatsApp for Business

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

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

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

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

This is where WhatsApp automation steps in.

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

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

What is WhatsApp automation?

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

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

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

With WhatsApp business automation, you can:

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

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

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

Key benefits of WhatsApp automation

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

Reduce manual workloads and response times

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

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

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

Result: Faster response times and more efficient workflows.

Increases the scalability of customer interactions

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

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

Enhances customer experience through personalization

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

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

End result: Higher customer satisfaction and increased loyalty.

Cost-effectiveness compared to manual processes

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

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

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

5  popular use cases of WhatsApp automation across industries

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

1. Customer support

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

Example messages:

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

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

2. E-commerce operations

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

Example messages:

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

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

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

3.Marketing and lead nurturing

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

Example messages:

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

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

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

4.Event management and invitations

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

5.Appointment scheduling and reminders

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

Example messages:

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

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

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

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

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

Step 1: Define your use cases and goals

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

Set clear, measurable goals like: 

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

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

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

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

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

Step 2: Choose the right WhatsApp business API provider

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

  • Robust CRM integrations
  • Audience segmentation
  • Flexible automation workflows

These capabilities simplify your communication and scale your efforts efficiently.

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

With smart tagging and grouping, you can:

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

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

Step 3: Set up your WhatsApp business account

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

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

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

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

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

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

Step 4: Create and submit message templates

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

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

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

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

Step 5: Build automation workflows

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

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

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

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

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

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

Step 6: Test, launch, and optimize

Start with a pilot campaign to ensure everything runs smoothly.

Track key metrics:

  • Response time
  • Open rate
  • Conversion rate

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

Best practices for WhatsApp automation 

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

Tips for optimizing messaging frequency and timing

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

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

Leverage data analytics for campaign performance 

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

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

Compliance and customer privacy protection

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

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

Enhance customer communication with Plivo’s AI WhatsApp automation

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

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

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

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

Here’s how Plivo can enhance your customer communication:

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

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

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

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

Subscribe to Our Newsletter

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

Oops! Something went wrong while submitting the form.
Oct 28, 2021
5 mins

How to Send Voice OTP Using ASP .NET MVC and Plivo

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

PHLO
.NET SDK
Voice API
How To
OTP

You can authenticate a phone number by delivering a one-time password (OTP) via a phone call. To do this, you call the number and read a sequence of digits to the recipient via text-to-speech. To verify the number, the user needs to confirm the digits by entering them using the phone’s keypad.

Developers commonly use voice OTP to verify new user registrations, online transactions, and login sessions in an app or website. In this blog post, we walk you through a sample implementation of sending a voice OTP using the Plivo's Voice API and PHLO, our visual workflow builder. Plivo’s direct carrier connectivity and intelligent routing engine guarantee the best call connectivity and quality.

Prerequisites

Before you get started, you’ll need:

  • A Plivo account — sign up for one for free if you don’t have one already.
  • A voice-enabled Plivo phone number if you want to receive incoming calls. To search for and buy a number, go to Phone Numbers > Buy Numbers on the Plivo console.
Buy a New Plivo Number
  • ngrok — a utility that exposes your local development server to the internet over secure tunnels.

Create a PHLO to send OTP via phone call

PHLO lets you construct your entire use case and build and deploy workflows visually. With PHLO, you pay only for calls you make and receive, and building with PHLO is free.

To get started, visit PHLO in the Plivo console and click on Create New PHLO to build a new PHLO. On the Choose your use case window, click Build my own. The PHLO canvas will appear with the Start node. Click on the Start Node, and under API request, fill in the Keys as from, to, and otp, then click Validate. From the list of components on the left-hand side, drag and drop the Initial Call component onto the canvas and connect the Start node with the Initiate Call node using the API Request trigger state.

Configure the Initiate Call node with the using the From field and in the To field. Once you’ve configured a node, click Validate to save the configurations. Similarly, create a node for the Play Audio component and connect it to the Initiate Call node using the Answered trigger state. Next, configure the Play Audio node to play a specific message to the user — in this case, “Your verification code is <otp>.” Under Speak Text, click on Amazon Polly and paste the following:

<Speak voice="Polly.Amy">
   <prosody rate="medium">
      Your verification code is
      <break/>
      <break/>
      <say-as interpret-as="spell-out">{{Start.http.params.otp}}</say-as>
   </prosody>
</Speak>

Click Validate to save.

Connect the Initiate Call node with the Play Audio node using the Answered trigger state. After you complete the configuration, provide a friendly name for your PHLO and click Save.

Set up a .NET Framework app

In this section, we’ll walk you through how to set up a .NET Framework app in under five minutes and start handling voice OTP.

  • Create an MVC web app.
Create a MVC app
  • Configure the MVC app and provide a project name.
Configure the MVC app
  • Install the Plivo NuGet package.
Install Plivo Nuget Package
  • Install the Redis NuGet package.
Install Redis Nuget Packag

Trigger the PHLO

Once you’ve created and set up your .NET dev envrironment, go to the Plivo consolse and copy the PHLO_ID. You can integrate a PHLO into your application workflow by making an API request to trigger the PHLO with the required payload.

Navigate to the Controllers directory, create a Controller named otp.cs, and paste into it this code.

        
    1   using System ;
    2   using System.Collections.Generic ; 
    3   using Plivo ;
    4   using StackExchange.Redis ; 
    5   using Microsoft.AspNetCore.Mvc ; 
    6   using Newtonsoft.Json ;
    7
    8   namespace otp.Controllers  {      
    9    public  class otp : Controller  { 
    10   public  object dispatch_otp  String destination_number )  {
    11    ConnectionMultiplexer redis  = ConnectionMultiplexer .Connect ("localhost: 6379" );
    12    IDatabase conn  = redis .GetDatabase ();
    13
    14    Random r  =  new Random (); 
    15    var code  = r .Next ( 999999 ); 
    16    var phloClient  =  new PhloApi ("<auth_id>" , "<auth_token>" ); 
    17    var phloID  = "phlo_id" ; 
    18    var phlo  = phloClient  Phlo .Get  phloID );  
    19    var data  =  new Dictionary < string ,  object > 
    20     { 
    21      { "from" , "+15671234567"  }, 
    22      { "to" , destination_number  }, 
    23      { "otp" , code  }, 
    24     };
    25     Console .WriteLine  phlo .Run  data )); 
    26     var key  =  string .Format ("number:{0}:code" , destination_number );
    27     conn .StringSet  key , code , TimeSpan .FromSeconds ( 60 ));
    28
    29     Verification verification  =  new Verification (); 
    30     verification  status  = "success" ;
    31     verification  message  = "verification initiated" ; 
    32     string output  = JsonConvert .SerializeObject  verification ); 
    33     return output ; 
    34     }
    35
    36     public string verify_otp(String destination_number, String otp) {
    37     ConnectionMultiplexer redis = ConnectionMultiplexer.Connect("localhost: 6379");
    38     IDatabase conn = redis.GetDatabase();
    39
    40      string key = $ "number:{destination_number}:code";
    41      var compare_code = (string) conn.StringGet(key);
    42
    43       if (compare_code == otp) {
    44       conn.KeyDelete(key);
    45       Verification verification = new Verification();
    46       verification.status = "success";
    47       verification.message = "Number verified";
    48       string output = JsonConvert.SerializeObject(verification);
    49       return output;
    50        } else if (compare_code != otp) {
    51        Verification verification = new Verification();
    52        verification.status = "failure";
    53        verification.message = "Number not verified";
    54        string output = JsonConvert.SerializeObject(verification);
    55        return output;
    56        } else {
    57        Verification verification = new Verification();
    58        verification.status = "failure";
    59        verification.message = "number not found!";
    60        string output = JsonConvert.SerializeObject(verification);
    61        return output;
    62        }
    63
    64      }
    65
    66     private class Verification {
    67        public string status {
    68          get;
    69          internal set;
    70          }
    71           public string message {
    72             get;
    73           internal set;
    74           }
    75          }
    76        }
    77     }  

You can get your Auth ID and Auth Token from the console.

AUTHID

You can find the PHLO_ID on the PHLO Listing page.

PHLO Listing

Test

Once you have created the Voice OTP app, save the file and run it.

Send Voice OTP

Start Redis.

$ redis-server

$ redis-server

And you should see your basic server application in action.

https://localhost:5001/dispatch_otp/?destination_number=<destination_number>
https://localhost:5001/verify_otp/?destination_number=<destination_number>&otp=<otp>

https://localhost:5001/dispatch_otp/?destination_number=<destination_number>
https://localhost:5001/verify_otp/?destination_number=<destination_number>&otp=<otp>

Boom — you’ve made an outbound call with the OTP as a text-to-speech message.

Simple and reliable

And that’s all there is to send OTP via a phone call using Plivo’s Ruby SDK. Our simple APIs work in tandem with our comprehensive global network. You can also use Plivo’s premium direct routes that guarantee the highest possible delivery rates and the shortest possible delivery times for your 2FA SMS and voice messages. See for yourself — sign up for a free trial account.

Oct 28, 2021
5 mins

SMS Marketing: The Ultimate Guide (2024)

SMS marketing outperforms email marketing. Learn how to engage customers through SMS marketing with these seven examples

SMS Marketing

Consumers worldwide are constantly on their phones: 98% of text messages are opened and read. It’s virtually guaranteed that when you send a text, your audience will receive and read it.

Despite its proven effectiveness, SMS marketing is still an underutilized communication channel for many businesses. More than 60% of brands still need a formal strategy for using SMS marketing.

Companies that invest in SMS marketing can still gain a competitive advantage. In this guide, we’ll break down the basics of SMS marketing, the software and tools you need to leverage this channel, and some best practices for keeping your audience captivated. 

What is SMS marketing? 

SMS marketing uses text messages (SMS) to directly market products and services to customers. Compared to other marketing methods, SMS marketing is a highly effective way to ensure your message is seen promptly and drives immediate action. Consider these statistics: 

SMS outreach can boost engagement, relationships, and loyalty when used as part of a broader marketing strategy. It’s direct, it’s personal, and it’s pretty much instant. 

What are the benefits of SMS marketing?

SMS marketing helps businesses achieve their sales targets at a lower cost than traditional marketing options. Here are a few reasons why SMS marketing strategies are so powerful. 

1. High open rates

Today’s consumers are always on their phones, which is why SMS marketing is so effective. SMS boasts open rates exceeding 90%, compared to email's 20-30%. However, availability isn’t the only reason SMS marketing has high open rates.

When you send an SMS, it’s pretty much guaranteed that your audience wants to receive it. Rules governing SMS marketing require consumers to opt-in to receive text messages from brands. As a result, you can rest assured that message recipients want to hear from you — and, they are likely to read and respond to your campaign. 

2. High conversion rates 

An audience primed to receive messages from your brand is just the first ingredient for successful sales. SMS can be easily personalized with platforms like Plivo. By using customer data in your SMS campaigns—such as their name, past purchases, or browsing history—you can tailor your SMS to each individual recipient.

3. High ROI

This engaged audience nets huge benefits for your brand. Marketing texts prompt more than 50% of consumers to make a purchase. Moreover, the ROI on SMS marketing campaigns is estimated at $71 for every dollar spent. This demonstrates that SMS marketing is one of the most effective sales channels compared to social media, email, or any other traditional marketing outreach. 

7 SMS marketing strategic use cases for your business:

Businesses use texting for a variety of purposes, some marketing-related and some not. Common uses include reminders, delivery updates, and promotions. Not all of these are marketing tactics, but texting does have some great marketing applications. Let’s look at seven of the top SMS marketing use cases and see how some leading businesses take advantage of them.

1. Promotional offers

Since promotions are time-sensitive, you want to make sure they get opened quickly, or they might sit unopened until they expire. Thinx, a provider of feminine hygiene underwear, uses SMS marketing to send out promotional offers.

2. Reminders

Reminders are notifications that keep customers in the loop about their orders. People get distracted with other activities and forget about purchases. If a customer got an email about a food delivery, they might not notice it, but a text message? It’s going to pop up. DoorDash, an online food ordering company, uses texting to remind customers about their food orders.

3. Customer surveys and ratings

A customer survey lets you get feedback on what you’re doing well and what you could be doing better. Text response rates are 7.5 times higher than email response rates, so texting customer surveys is better. Texting lets you get creative and engaging in your survey. Seamless, a food delivery service, uses interactive texting to get customers’ feedback on their service.

4. New product or service launch

When you have a new product or service, you want to tell your customers about it. These announcements might not get noticed in a crowded email inbox, but they make an impactful impression via text. Sakara, a plant-based food company, uses texting to update customers on new products and even offers early access.

5. Shopping cart abandonment

More than 70% of customers abandon potential purchases in online shopping carts, according to data from Baymard Institute. Swank A Posh, an online women’s fashion store, utilizes texting to remind customers of clothing left in their shopping carts.

6. Content sharing

Texting is an effective way to share how-to guides, information about a product, and other resources with customers. Ford Motor Company uses texting to provide information on Ford cars with CTAs such as “For more information, text FORD to 63111.”

7. Automated responses

Manually responding to customers can be taxing, especially on a large scale. Automating processes helps you run smoother. Your business can use SMS autoresponders to give instant responses to your customers when they need them. Julep, a cosmetic brand, uses SMS autoresponders to allow customers who viewed an ad to text “BETTER” and receive offers.

What are some SMS marketing best practices?

These stellar results don’t come without putting the right infrastructure and best practices in place. Follow these SMS marketing best practices to ensure your campaigns are a success. 

1.Make sure you have opt-in permission

Perhaps the most important rule to follow when implementing an SMS marketing strategy is to make sure you have opt-in consent. 

The General Data Protection Regulation (GDPR) in the European Union mandates opt-in consent for certain types of data processing. This regulation requires that consent is freely given, specific, informed, and unambiguous. Failing to obtain proper opt-in consent can lead to significant fines and legal issues for businesses.

Opt-in helps businesses demonstrate respect for user privacy and build customer trust. Make sure to use an opt-in message to get explicit consent before sending any marketing messages via SMS. 

[Read more: What Do Opt In and Opt Out Mean?]  

2.Use a tool to manage and automate SMS messaging

SMS campaigns can quickly become unmanageable without the right tools in place. Imagine sending an SMS manually to every single customer. It would be a poor use of your and your team’s time.

Plivo sends millions of SMS messages every month. Through Plivo’s platform, you can procure the right number (long code, short code, etc.), send application-to-person (A2P) messages that abide by industry rules, and utilize the API to make sure your messages are delivered without disruption. 

[Read more: Plivo’s Guide to SMS Marketing

3.Keep your content short and sweet

SMS messages have a strict 160-character limit. As a result, you have to be thoughtful about what you send. Offer something valuable in every SMS, such as exclusive discounts, appointment reminders, or important updates. This keeps recipients engaged and subscribed. Likewise, make sure every SMS contains a clear call-to-action, such as “Buy Now” or “Learn More.” 

4.Choose key moments in the customer journey

Plivo allows you to set up triggers that automatically send SMS at the ideal moment you want to reach your customer. Plivo CX's Journeys feature allows you to send the right message to customers at the right time based on their activity. With Journeys, you can identify key events that trigger messages to customers. These include messages for:

  • Returned orders 
  • Abandoned carts
  • Feedback requests 
  • Shipment notification 
  • First-time purchases

Plivo CX has no-code workflows that allow you to create and optimize key messaging moments yourself, depending on your customer segments and unique buyer’s journey.

5.Complement SMS with other channels

SMS is best used as part of an omnichannel marketing strategy. Consider other ways customers might be hearing from your brand to avoid spamming them with the same message. 

“Don’t treat your SMS like your email program,” said Morgan Mulloy, associate director of email marketing at Avex Designs. “Email is more of an ‘interact at your leisure’ channel, whereas SMS is intrusive. It’s literally at the palm of your customer’s hand. SMS is not the ‘blast every day’ channel. It’s the ‘quality over quantity’ channel.” 

If you send an email, SMS, tweet, Instagram post, and a LinkedIn InMail with the same message, your audience will get irritated — fast. Be selective about how you’re utilizing SMS and save it for urgent, timely campaigns.

What are the key SMS marketing laws? 

Regulations governing SMS marketing vary significantly between countries and change regularly. It’s worth doing some research or consulting with an expert to make sure your campaigns are compliant with the most up-to-date rules.

In the US, SMS marketing is governed by the Telephone Consumer Protection Act (TCPA). This regulation requires companies to get explicit consent from recipients before sending marketing messages. You must provide clear opt-out instructions and abide by restrictions on sending times (generally between 8 AM and 9 PM). 

In the EU, SMS marketers need to meet the guidelines of the General Data Protection Regulation (GDPR). Like the US, this rule requires explicit opt-in consent as well as easy opt-out mechanisms. It also requires companies to provide clear and detailed information about data usage. 

India-based SMS marketing is governed by the Telecom Regulatory Authority of India (TRAI). These rules are slightly more involved: for instance, campaigns must be registered on the Distributed Ledger Technology (DLT) platform. Sender IDs must be registered with the TRAI, and promotional messages are only allowed between 9 AM and 9 PM.

Ultimately, all of these examples aim to protect consumers against spam and fraud. Following general best practices, such as easy opt-in and opt-out, sending messages during normal business hours, and avoiding inflammatory content can ensure your messages never get blocked. 

How do you build an SMS subscriber list?

Building an audience takes time. The best SMS subscriber lists grow organically — proving that your SMS marketing strategies are providing value and encouraging more people to sign up. When you first start up, consider these tactics for building a list of SMS marketing subscribers.

1 .Launch a text-to-join campaign

Create a keyword (e.g. "JOIN") for customers to text to your number to sign up for marketing updates via SMS. Promote the keyword across marketing channels and send an automatic confirmation message when users opt-in.

2. Choose the right moment to ask 

There are ideal moments when consumers are primed to sign up for SMS. Include an SMS opt-in option at checkout (both in-store and online), newsletter signups, account creation, social media, and email campaigns. Place QR codes on product packaging, receipts, and in-store displays that link to SMS signup. Consider adding SMS opt-in options to your website popups, embedded forms, and elsewhere on your owned media. 

3. Offer incentives for signing up

A great way to encourage users to sign up is to provide exclusive discounts or deals for SMS subscribers. These incentives don’t have to be expensive: Give early access to sales or new products, or position SMS as an exclusive channel for your most loyal customers. 

The key to building an active list of SMS subscribers is clearly communicating the value of joining your SMS list, obtaining proper consent, and making the signup process seamless across multiple touchpoints. 

What are the best platforms for SMS marketing?

There are tons of platforms on the market that offer SMS marketing tools, but Plivo stands above most for a few reasons. 

Plivo's Premium Communication Network (PCN) is a global system for sending voice calls and text messages. We work with over 1,600 phone companies in more than 220 countries and territories and carefully choose only the best phone companies to work with.

We have six main connection points around the world. This helps us send messages and calls quickly, no matter where they're going.

To make sure our service is reliable, we connect to at least two phone carriers or operators in each country. This does a few important things:

  1. It makes messages and calls go through faster.
  2. It helps avoid delays.
  3. It gives customers the best possible connection.

Having multiple connections also means that if one phone company has a problem, we can quickly switch to another. This helps keep our service running smoothly and maintains good quality.

Learn more about Plivo’s comprehensive SMS API, built to programmatically send and receive text messages globally. 

Get started with SMS marketing today

Flight Vector’s CEO Scot Cromer says that “SMS is the future. If you don’t provide a texting solution, you’re going to be left behind.” Fortunately, getting started with SMS marketing doesn’t have to be overwhelming. Plivo’s SMS API Platform offers a suite of tools that help you create and launch personalized text campaigns easily — and it’s free to sign up.

Oct 26, 2021
5 mins

How to Send Voice OTP on a Phone Call in Ruby Using Rails and Plivo

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

Ruby SDK
Voice API
How To
OTP

You can authenticate a phone number by delivering a one-time password (OTP) via a phone call. To do this, you call the number and read a sequence of digits to the recipient via text-to-speech. To verify the number, the user needs to confirm the digits by entering them using the phone’s keypad.

Developers commonly use voice OTP to verify new user registrations, online transactions, and login sessions in an app or website. In this blog post, we walk you through a sample implementation of sending a Voice OTP using the Plivo Voice platform and PHLO, our visual workflow builder. Plivo’s direct carrier connectivity and intelligent routing engine guarantee the best call connectivity and quality.

Prerequisites

Before you get started, you’ll need:

  • A Plivo account — sign up for one for free if you don’t have one already.
  • A voice-enabled Plivo phone number if you want to receive incoming calls. To search for and buy a number, go to Phone Numbers > Buy Numbers on the Plivo console.
Buy a New Plivo Number
  • Rails and Plivo Ruby packages — run gem install rails and gem install plivo to install them.
  • ngrok — a utility that exposes your local development server to the internet over secure tunnels.

Create a PHLO to send OTP via phone call

PHLO lets you construct your entire use case and build and deploy workflows visually. With PHLO, you pay only for calls you make and receive, and building with PHLO is free.

To get started, visit PHLO in the Plivo console and click Create New PHLO. On the Choose your use case window, click **Build my own. The PHLO canvas will appear with the Start node. Click on the Start Node, and under API request fill in the Keys as from, to, and otp, then click Validate. From the list of components on the left-hand side, drag and drop the Initial Call component onto the canvas and connect the Start node with the Initiate Call node using the API Request trigger state.

Configure the Initiate Call node with the using the From field and in the To field. Once you’ve configured a node, click Validate to save the configurations. Similarly, create a node for the Play Audio component and connect it to the Initiate Call node using the Answered trigger state. Next, configure the Play Audio node to play a specific message to the user — in this case, “Your verification code is <otp>.” Under Speak Text, click on Amazon Polly and paste the following:

<Speak voice="Polly.Amy">
   <prosody rate="medium">
      Your verification code is
      <break/>
      <break/>
      <say-as interpret-as="spell-out">{{Start.http.params.otp}}</say-as>
   </prosody>
</Speak>

Click Validate to save.

Connect the Initiate Call node with the Play Audio node using the Answered trigger state. After you complete the configuration, provide a friendly name for your PHLO and click Save.

Create a Rails Project

As we have Rails and its dependencies installed, we can use them to create a new Rails project. As the initial step, using rails we can auto-generate code in the ruby on rails folder structure. Use the below command to start your Rails project.

$ rails new plivotest

This will create a plivotest directory with the necessary folders & files for development.

Install Modules

As we have the rails application created, now, let’s add Plivo-Ruby by modifying the Gemfile. Open the Gemfile in any IDE/text-editor and add the following line:

gem 'plivo', '~> 4.16.0'
gem 'redis', '4.2.1'
gem 'json', '2.3.1'

You can use the below command to install the Plivo-Ruby gem into the bundle:

$ bundle install

Create a Rails Controller

Change the directory to our newly created project directory, i.e, plivotest directory and run the below command to create a rails controller for Voice OTP.

$ rails generate controller Plivo voice

This will generate a controller named plivo_controller in the app/controllers/ directory and a respective view will be generated in app/views/plivo directory. We can delete the View as we will not need it.

$ rm app/views/plivo/voice.html.erb

Run the PHLO to send OTP via phone call

Now you can trigger the PHLO and test it out. Copy the PHLO ID from the end of the URL of the workflow you just created. You’re also going to need your Auth ID and Auth Token.

Now, You have to open the app/controllers/plivo_controller.rb file and add the following code:

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
include Plivo
require 'redis'
require 'json'
include Plivo::Exceptions

class PlivoController < ApplicationController
	def dispatch_otp
		redis = Redis.new(host: "localhost")
		code = rand(999_999)
		dst_number = params[:dst_number]
		auth_id = '<auth_id>'
    auth_token = '<auth_token>'

    client = Phlo.new(auth_id, auth_token)
    	begin
    phlo = client.phlo.get('phlo_id')
    #parameters set in PHLO - params
    params = {
       from: +15671234567,
       to: dst_number,
       otp:code
  }
  response = phlo.run(params)
  puts response
rescue PlivoRESTError => e
  puts 'Exception: ' + e.message
end
		redis.setex(dst_number, 60, code) # Verification code is valid for 1 min
		puts JSON.pretty_generate({ :status=> 'success', :message=> 'verification initiated' })
	rescue PlivoRESTError => e
		puts 'Exception: ' + e.message
	end

	def verify_otp
		redis = Redis.new(host: "localhost")
		code = params[:otp]
		number = params[:number]
		original_code = redis.get(number)
		if original_code == code
			redis.del(number)  # verification successful, delete the code
			puts JSON.pretty_generate( { :status=> 'success', :message=> 'codes match! number verified'})
		elsif original_code != code
			puts JSON.pretty_generate({ :status => "failure", :message=> 'codes do not match! number not verified' })
		else
			puts JSON.pretty_generate( { :status=> 'rejected', :message=> 'number not found!' })
		end
	end
end

Substitute actual values for <auth_id>, <auth_token>, and <PHLO_ID>. Save the file and run it with the command

Add a Route

Now, to add a route for the outbound function in the PlivoController class, open the config/routes.rb file and change the line:

get 'plivo/voice' 

to

get 'plivo/verify_otp'
get 'plivo/dispatch_otp'

Test & Validate

Now the plivo_controller is ready for your first outbound call, you can use the below command to initiate your first outbound using Rails and Plivo Ruby SDK.

$ rails server

Run the following command in a new terminal tab to start the redis.

$ redis-server

And you should see your basic server app in action as below:

http://localhost:3000/plivo/dispatch_otp?destination_number=<destination_number>
http://localhost:3000/plivo/verify_otp?destination_number=<destination_number>&otp=<otp>

Boom — you’ve made an outbound call with the OTP as a text-to-speech message.

Simple and reliable

And that’s all there is to send OTP via a phone call using Plivo’s Ruby SDK. Our simple APIs work in tandem with our comprehensive global network. You can also use Plivo’s premium direct routes that guarantee the highest possible delivery rates and the shortest possible delivery times for your 2FA SMS and voice messages. See for yourself — sign up for a free trial account.

Oct 21, 2021
5 mins

How to Send Voice OTP on a Phone Call in PHP Using Laravel and 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
How To
OTP

You can authenticate a phone number by delivering a one-time password (OTP) via a phone call. To do this, you call the number and read a sequence of digits to the recipient via text-to-speech. To verify the number, the user needs to confirm the digits by entering them using the phone’s keypad.

Developers commonly use voice OTP to verify new user registrations, online transactions, and login sessions in an app or website. In this blog post, we walk you through a sample implementation of sending a Voice OTP using the Plivo Voice platform and PHLO, our visual workflow builder. Plivo’s direct carrier connectivity and intelligent routing engine guarantee the best call connectivity and quality.

Prerequisites

Before you get started, you’ll need:

  • A Plivo account — sign up for one for free if you don’t have one already.
  • A voice-enabled Plivo phone number if you want to receive incoming calls. To search for and buy a number, go to Phone Numbers > Buy Numbers on the Plivo console.
Buy a New Plivo Number
  • Laravel and Plivo PHP packages — run composer require laravel/installer and composer require plivo/plivo-php to install them.
  • ngrok — a utility that exposes your local development server to the internet over secure tunnels.

Create a PHLO to send OTP via phone call

PHLO lets you construct your entire use case and build and deploy workflows visually. With PHLO, you pay only for calls you make and receive, and building with PHLO is free.

To get started, visit PHLO in the Plivo console and click Create New PHLO. On the Choose your use case window, click Build my own. The PHLO canvas will appear with the Start node. Click on the Start Node, and under API request fill in the Keys as from, to, and otp, then click Validate. From the list of components on the left-hand side, drag and drop the Initial Call component onto the canvas and connect the Start node with the Initiate Call node using the API Request trigger state.

Configure the Initiate Call node with the using the From field and in the To field. Once you’ve configured a node, click Validate to save the configuration. Similarly, create a node for the Play Audio component and connect it to the Initiate Call node using the Answered trigger state. Next, configure the Play Audio node to play a message to the user — in this case, “Your verification code is <otp>.” Under Speak Text, click on Amazon Polly and paste the following:

<Speak voice="Polly.Amy">
   <prosody rate="medium">
      Your verification code is
      <break/>
      <break/>
      <say-as interpret-as="spell-out">{{Start.http.params.otp}}</say-as>
   </prosody>
</Speak>

Click Validate to save.

Connect the Initiate Call node with the Play Audio node using the Answered trigger state. After you complete the configuration, provide a friendly name for your PHLO and click Save.

Use the PHLO in a Laravel application

Now you can use the PHLO in a PHP Laravel application by following the below steps:

  • Create a project directory and change into it.
  $ mkdir mylaravelapp
  $ cd mylaravelapp
  $ composer require plivo/plivo-php
  • Install other modules.
  $ composer require predis/predis

Run the PHLO to send OTP via phone call

Now you can trigger the PHLO and test it out. Copy the PHLO ID from the end of the URL of the workflow you just created. You’re also going to need your Auth ID and Auth Token.

Create a Laravel Controller

Change the directory to our newly created project directory and create a Laravel controller for outbound calls.

$ php artisan make:controller VoiceController

This command generates a controller named VoiceController in the app/http/controllers/ directory. Edit app/http/controllers/voiceController.php and paste into it this code.

<?php
namespace App\Http\Controllers;
require '../../vendor/autoload.php';
use Plivo\RestClient;
use Illuminate\Support\Facades\Redis;

class VoiceController extends Controller
{
    public function dispatch_otp()
    {
        $dst_number = $_REQUEST["dst_number"];
        $code = random_int(100000, 999999);

        $auth_id    = "<auth_id>";
        $auth_token = "<auth_token>";
        $client = new PhloRestClient($auth_id, $auth_token);
        $phlo = $client->phlo->get(<YOUR_PHLO_ID>);
         try {
         $response = $phlo->run(["from" => "+15673234567", "to" => $dst_number,"otp"=>$code]);
         // These are the fields entered in the PHLO console
         print_r($response);
      } catch (PlivoRestException $ex) {
    print_r($ex);
   }
        Redis::setex($dst_number, 60, $code);
        header('Content-Type: application/json');
        echo json_encode($response);
        echo '{"status": "success", "message": "verification initiated"}';
    }
    
    public function verify_otp()
    {
        $dst_number = $_REQUEST["dst_number"];
        $code = $_REQUEST["otp"];
        
        $value = Redis::get($dst_number);

        if ($code==$value)
        {
            Redis::get($dst_number);
            echo '{"status": "success", "message": "codes match! number verified"}';
        }
        elseif($code!=$value)
        {
            Redis::del($dst_number,$code);
            echo '{"status": "failure", "message": "codes do not match! number not verified"}';
        }
        else
        {
            echo '{"status": "failure", "message": "number not found!"}';
        }
    }
}

Substitute actual values for <auth_id>, <auth_token>, and <PHLO_ID>. Save the file and run it.

Add a route

Now, to add a route for the outbound function in the VoiceController class, edit routes/web.php and add these lines at the end of the file.

Route::match(['get', 'post'], '/dispatch_otp', 'App\Http\Controllers\VoiceController@dispatch_otp');
Route::match(['get', 'post'], '/verify_otp', 'App\Http\Controllers\VoiceController@verify_otp');

Edit your .env file and add this line.

REDIS_CLIENT=predis

Test

Now the VoiceController is ready for your first outbound call. Start the Laravel controller.

$ php artisan serve

Start Redis.

$ redis-server

And you should see your basic server application in action.

http://localhost:8000/dispatch_otp/?destination_number=<destination_number>
http://localhost:8000/verify_otp/?destination_number=<destination_number>&otp=<otp>

Boom — you’ve made an outbound call with the OTP as a text-to-speech message.

Simple and reliable

And that’s all there is to send OTP via a phone call using Plivo’s PHP SDK. Our simple APIs work in tandem with our comprehensive global network. You can also use Plivo’s premium direct routes that guarantee the highest possible delivery rates and the shortest possible delivery times for your 2FA SMS and voice messages. See for yourself — sign up for a free trial account.

Oct 20, 2021
5 mins

How to Send Voice OTP on a Phone Call in Node.js Using Express and Plivo

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

PHLO
Node.Js SDK
Voice API
How To
OTP

You can authenticate a phone number by delivering a one-time password (OTP) via a phone call. To do this, you call the number and read a sequence of digits to the recipient via text-to-speech. To verify the number, the user needs to confirm the digits by entering them using the phone’s keypad.

Developers commonly use voice OTP to verify new user registrations, online transactions, and login sessions in an app or website. In this blog post, we walk you through a sample implementation of sending a voice OTP using the Plivo Voice platform and PHLO, our visual workflow builder. Plivo’s direct carrier connectivity and intelligent routing engine guarantee the best call connectivity and quality.

Prerequisites

Before you get started, you’ll need:

  • A Plivo account — sign up for one for free if you don’t have one already.
  • A voice-enabled Plivo phone number if you want to receive incoming calls. To search for and buy a number, go to Phone Numbers > Buy Numbers on the Plivo console.
Buy a New Plivo Number
  • Express and Plivo Node packages — run npm install plivo express to install them.
  • ngrok — a utility that exposes your local development server to the internet over secure tunnels.

Create a PHLO to send OTP via phone call

PHLO lets you construct your entire use case and build and deploy workflows visually. With PHLO, you pay only for calls you make and receive, and building with PHLO is free.

To get started, visit PHLO in the Plivo console and click on Create New PHLO. On the Choose your use case window, click Build my own. The PHLO canvas will appear with the Start node. Click on the Start Node, and under API request fill in the Keys as from, to, and otp, then click Validate. From the list of components on the left-hand side, drag and drop the Initial Call component onto the canvas and connect the Start node with the Initiate Call node using the API Request trigger state.

Configure the Initiate Call node with the using the From field and in the To field. Once you’ve configured a node, click Validate to save the configuration. Similarly, create a node for the Play Audio component and connect it to the Initiate Call node using the Answered trigger state. Next, configure the Play Audio node to play a specific message to the user — in this case, “Your verification code is <otp>.” Under Speak Text, click on Amazon Polly and paste the following:

<Speak voice="Polly.Amy">
    <prosody rate="medium">
        Your verification code is
    <break/>
    <break/>
    <say-as interpret-as="spell-out">{{Start.http.params.otp}}</say-as>
    </prosody>
</Speak>

Click Validate to save.

Connect the Initiate Call node with the Play Audio node using the Answered trigger state. After you complete the configuration, provide a friendly name for your PHLO and click Save.

Use the PHLO in a Express application

Now you can use the PHLO in a Node.js express application by following the below steps:

  • Create a project directoryand change into it.
  $ mkdir mynodeapp
  $ cd mynodeapp
  • Install the Plivo SDK using npm.
  $ npm install plivo
  • Install other modules.
  $ brew install redis
  $ npm install redis
  $ npm install express

Run the PHLO to send OTP via phone call

Now you can trigger the PHLO and test it out. Copy the PHLO ID from the end of the URL of the workflow you just created. You’re also going to need your Auth ID and Auth Token. Create a Node.js source code file — let’s call it trigger_phlo.js — and paste into it this code.

const express = require('express');
const app = express();
const redis = require('redis');
const redisClient = redis.createClient();
var plivo = require('plivo');

// Make call to the destination number with OTP.
app.get('/dispatch_otp/:number', function(req, res) {
    const number = (req.params.number);
    const code = Math.floor(100000 + Math.random() * 900000);

    var client = new plivo.Client("<auth_id>", "<auth_token>");
    var response = client.calls.create(
        "+14151234567", // from
        number, // to
        "https://twofa-answerurl.herokuapp.com/answer_url/" + code, // answer url
        {
            answerMethod: "GET",
        },
    )
    console.log(response)
    redisClient.set(`number:${number}:code`, code, 'EX', 60);
    res.send(JSON.stringify({
        'status': 'success',
        'message': 'verification initiated'
    }));
});

// Validate the OTP entered by the user.
app.get('/verify_otp/:number/:code', function(req, res) {
    const number = (req.params.number);
    const code = (req.params.code);
    redisClient.get(`number:${number}:code`, function(err, OriginalCode) {
        if (OriginalCode == code) {
            redisClient.del(`number:${number}:code`);
            res.send(JSON.stringify({
                'status': 'success',
                'message': 'codes match! number verified'
            }));
        } else if (OriginalCode != code) {
            res.send(JSON.stringify({
                'status': 'failure',
                'message': 'codes do not match! number not verified'
            }));
        } else {
            res.send(JSON.stringify({
                'status': 'failure',
                'message': 'number not found!'
            }));
        }
    });
});

app.listen(5000);

Substitute actual values for <auth_id>, <auth_token>, and <PHLO_ID>. Save the file and run it.

$ node trigger_phlo.js

Boom — you’ve made an outbound call with the OTP as a text-to-speech message.

Simple and reliable

And that’s all there is to send OTP via a phone call using Plivo’s Node.js SDK. Our simple APIs work in tandem with our comprehensive global network. You can also use Plivo’s premium direct routes that guarantee the highest possible delivery rates and the shortest possible delivery times for your 2FA SMS and voice messages. See for yourself — sign up for a free trial account.

Oct 12, 2021
5 mins

Plivo Survey Reveals Holiday Shoppers Want to Receive Communications from Retailers

Press release on Plivo Holiday Shopping Communications Survey reveals consumer preferences for communications with retailers: SMS text messages, email, and more

Company
SMS Marketing

70% of holiday shoppers prefer retailer communications via email, while 41% prefer SMS communications

Austin, TX — October 12, 2021 — Plivo, the cloud communications platform that enables businesses to engage with their customers, today announced the results of its Holiday Shopping Communications Survey. The survey, conducted online by The Harris Poll on behalf of Plivo, polled over 2,000 U.S. adults aged 18 and older, revealing the manner and channels customers prefer when communicating with retailers.

The survey found that nearly 9 in 10 Americans (87%) would want to receive communications from retailers they shop or want to shop with, most commonly via email (66%). About 3 in 4 Americans (74%) would opt in to receiving SMS/text messages from retailers, primarily for shipping/delivery notices and updates (45%) and coupons (43%).

Of those surveyed, 1,222 US adults ages 18+ said they will be shopping for the upcoming holiday season — one that, due to supply chain issues, will likely be impacted by delays, shortages, and higher prices. For retailers with a poor communication strategy, this could mean unhappy customers.

Key insights into holiday shoppers’ communications preferences include:

  • Holiday shoppers are open to receiving communications from retailers. 93% of Americans who plan to holiday shop this year would want to receive communications from retailers they shop with or want to shop with. Their preferred form of communication is email (70%) followed by SMS text messaging (41%).
  • Holiday shoppers over 35 are open to direct mail communications, while younger holiday shoppers are more likely to prefer in-app messaging. Among those who plan to holiday shop this year, adults ages 35+ are more likely than those 18-34 to prefer to receive direct mail communications from retailers they shop with/want to shop with (40% vs. 21%). Meanwhile, younger adults ages 18-44 are more likely than older adults 45+ to prefer in-app messaging (32% vs. 10%).
  • Holiday shoppers are likely to opt in to text messages. 83% of holiday shoppers would opt in to receive SMS text messages from retailers, with the top notification type being shipping/delivery notices and updates (54%) and coupons (52%). This means SMS is a particularly valuable channel for communicating with shoppers about product availability and shipping timelines this holiday season.
  • Some holiday shoppers are more likely to prefer curbside pickup. Holiday shoppers ages 18-64 are more likely than those 65+ to opt in to curbside pickup notifications (35% vs. 15%).

“With ongoing supply chain disruptions, shipping issues and shortages of key products such as microchips, holiday shopping is going to look pretty different this year,” said Anusha Venkat, Product Manager for Plivo Messaging. “To help consumers cope with these changes, and prevent gift-givers from feeling stressed and frustrated, retailers need to be smart about how they communicate with customers — reaching out to them at the right time, with the right message, via the right channel.”

To see the full results of Plivo’s Holiday Shopping Communications Survey, please visit www.plivo.com.

**The survey was conducted online within the United States by The Harris Poll on behalf of Plivo from August 10-12, 2021, among 2,082 U.S. adults ages 18 and older, of whom 1,222 plan to shop for the holidays this year. For complete survey methodology, please contact press@plivo.com.

Oct 11, 2021
5 mins

Happy holiday shopping with SMS from Plivo

A new Harris Poll shows that holiday shoppers are open to receiving SMS text messages from retailers.

SMS Marketing

Happy holiday shopping with SMS from Plivo

Christmas comes early this year — not on the calendar, but for retailers hoping that widely reported supply chain issues won’t keep them from being able to stock their shelves. Given the possibility that retailers won’t have enough goods to ensure a happy holiday for everyone, smart shoppers are likely to be out early — so now’s the time to consider how to let customers know how to get what they want from your business.

To find out how shoppers want to communicate with retailers, Plivo commissioned The Harris Poll to conduct a survey among more than 2,000 US adults aged 18 and older. We found that nearly 9 in 10 Americans (87%) are open to receiving communications from retailers they shop with or want to shop with.

Click here to access the survey results report.

About 3 in 4 (74%) Americans we surveyed would opt in to receive text messages from retailers — and when we zeroed in on people who plan to shop for the holidays, we found that 83% were open to receiving SMS text messages from retailers, with the top notification types being shipping and delivery notices and updates (54%) and coupons (52%).

That preference for SMS text messaging confirms what we’ve seen elsewhere, including these statistics from TechJury:

  • 66% of Americans check their phones 160 times a day on average.
  • SMS has a 98% open rate.
  • More than 60% of people read their SMS messages within five minutes.

All of these statistics show that text messaging is a tool you can’t afford to ignore.

Add SMS via a cloud communications platform

While businesses may see the value of adding text messaging to their applications, they may be baffled about where to start. The answer is a cloud-based communications platform, also known as communications platform as a service (CPaaS), that provides a set of APIs that your developers can use to add the ability to send and receive messages to your existing applications.

Of course CPaaS platforms vary, so to take advantage of the power of SMS, you should look for a communications platform with a reliable network of high-quality carriers, a presence in every market you serve (with local phone numbers), and a simple, well-documented API that makes it easy for developers to add SMS messaging to your applications. Plivo not only provides all that, we walk our customers through the complex world of regulatory compliance for things like sending rate limits, data privacy, and sender ID regulations. Put all of that together and you can see why Plivo is the top cloud communications platform in customer satisfaction on G2.

Want to see for yourself? We’ve written use case guides on how to implement more than a dozen common business tasks, including sending SMS messages, with coding examples in seven common development languages. You can test any and all of them for free by creating a free Plivo account.

If you’re not already using SMS to communicate with your market, we’ve got some useful holiday gifts for you. You can read about the power of using SMS for marketing. We’ve also written a white paper on how to optimize your SMS communications, and an SMS best practices guide for more insights and tips. If you have questions on other topics, we encourage you to talk to one of our experts. They can help you ensure that both your customers and your business get what they want this holiday season.

*This survey was conducted online within the United States by The Harris Poll on behalf of Plivo from August 10-12, 2021, among 2,082 U.S. adults ages 18 and older, of whom 1,222 plan to shop for the holidays this year. For complete survey methodology, contact press@plivo.com.

Oct 6, 2021
5 mins

Plivo Launches Contacto to Deliver Omnichannel Customer Service with a Human Touch

Plivo CX, a new contact center as a service, delivers a human experience at scale with omnichannel, mobile-first customer interactions.

Product

New Contact Center as a Service delivers a human experience at scale with omnichannel, mobile-first interactions

Austin, TX — October 6, 2021 — Plivo, the cloud communications platform that enables businesses to engage with their customers, today announced Contacto, the omnichannel, mobile-first contact center platform that delivers seamless customer experiences with a human touch. Contacto allows B2C businesses in retail and ecommerce to boost customer service teams’ efficiency and enable personalized, high-touch interactions—weaving together artificial intelligence, sentiment analysis, and omnichannel capabilities to offer a superior experience, embedded directly into brands’ websites and applications.

Now more than ever, customers interact with brands online. Ecommerce has soared throughout the pandemic—in the US, ecommerce sales in 2020 grew more than 30% from 2019, with mobile commerce accounting for 45% of the total market . And this trend shows no signs of slowing down. With more mobile-first customers come more avenues with which customers can request help—retailers must be able to service their customers with the same experience regardless of channel—whether that be Twitter, Facebook, in-app chat, WhatsApp, SMS messaging, or voice call.

In fact, as B2C sees tremendous growth, with new businesses entering, disrupting and innovating in the space, a contact center built for today’s mobile-first customers will be a significant differentiator for B2C businesses. Winning and retaining customers is dependent on delivering a seamless, effective and efficient experience. No one wants to sit on hold for an hour—or repeat their problem or information endlessly—and, with Contacto, there’s a better way.

“Most businesses don’t have the time or resources to build out a fully customized call center. They’re already too occupied with running their own business,” said Venky Balasubramanian, Founder and CEO at Plivo. “That’s why we created Contacto—so every company from Fortune 100s to small business owners can provide their customers with world-class customer service interactions. Contacto’s AI-powered chatbots can quickly qualify customers and escalate tickets seamlessly to live representatives, where real-time sentiment analysis helps them provide better service—all within the brand’s existing platforms.”

Contacto: Next-level customer service with a human element

Great customer experience depends on the human touch—customers want to feel heard and appreciated while their requests are efficiently resolved. Contacto delivers on these expectations, making technology feel more human and helping agents provide contextualized, personal, and effective service in the customer’s preferred channel.

Key features and benefits include:

  • Conversational chatbots: Intelligent chatbots help verify and qualify customers, increasing agent productivity and helping resolve requests faster.
  • In-app chat: Embedded directly into a brand’s application, customers can easily raise a request via in-app chat, initiating their customer service journey without having to switch channels.
  • Native voice calling: Contacto comes with full-featured voice and messaging capabilities, native to the platform, so there’s no need to engage costly, third-party vendors.
  • Omnichannel platform: Integrating chat functionality, social media, SMS messaging and voice calls, Contacto allows customers to select the channel they prefer to communicate in, then switch channels as desired throughout their journey. For example, a customer could choose to describe their problem via voice call, then have an order tracking number sent to them via SMS. This level of channel personalization helps to reduce friction and create a positive experience for every customer.
  • Customer interaction history: Contacto allows agents to view all of a customer’s previous interactions alongside their current service request, giving them the context they need to solve issues faster and create a better customer experience.
  • Sentiment analysis: Agents interacting with customers see real-time coaching scores, based on sentiment analysis, so they can adopt the right approach to helping the customer. These scores help ensure quality and allow supervisors to provide effective feedback and update workflows.
  • Deep CRM and Help Desk integrations: Designed to work seamlessly with a business’ existing systems, Contacto features out-of-the-box integrations with Salesforce, Service Cloud, Zendesk, Shopify and many more.

Contacto Launch Marks the Next Phase of Plivo’s Growth

The launch of Contacto marks the culmination of Plivo’s first phase as a company—its 10-year evolution in providing customers with a simpler, better business communications platform. Quietly rising to the top of the Communications Platform as a Service market, Plivo has spent the last 10 years building a solid customer base and a stellar suite of APIs alongside a comprehensive and evolving product offering. Today, Plivo’s SMS and Voice APIs are used by thousands of innovative businesses in more than 190 countries, including IBM, Mercadolibre, BYJU’s and Deckers Brands.

Now, with Contacto, Plivo is entering into its next evolution in the market—offering not only best-in-class API products for technical teams, but also cloud-based communications solutions that offer superior out-of-the-box functionality for B2C customer service teams.

“Plivo is in a unique position to offer vertically integrated, end-to-end products, and the market opportunity here is tremendous,” said Balasubramanian. “As Plivo embarks on its next 10 years of growth, we look forward to continued innovation and evolution, while maintaining our focus on providing customers with the solutions they want and need to succeed.”

To learn more about how Contacto enables B2C businesses to create better customer experiences — visit www.contacto.com.

About Plivo

Plivo is a communications platform that enables businesses to connect, engage and interact with their customers in over 190 countries. Thousands of businesses like IBM, Workday, Nutanix, and Gojek rely on Plivo to deliver better customer experiences globally. The Plivo team brings deep experience in communications and modern software to address the needs of today’s businesses – quality, scale, innovation, and agility.

Oct 6, 2021
5 mins

Introducing Contacto: Omnichannel Customer Service with a Human Touch

Introducing Contacto, a mobile-first omnichannel contact center for consumer-facing businesses. Uplevel your B2C customer service - Learn more today.

Product

Almost everyone has had a poor customer service experience at some time or another. We’ve heard them all:

  • Waiting on the phone line for hours for the next available representative
  • Repeating basic information over and over again as you’re transferred to new agents
  • Being unable to find the answers to a simple, standard question without connecting with an agent
  • Finding out the only way you could contact the customer service department was via email

We have a better way.

We want to make it possible for every company, no matter their size, to provide customers with world-class customer service interactions.

A mobile-first omnichannel contact center for consumer-facing businesses

Most businesses don’t have the time or resources to build out a fully customized contact center — especially not those nimble businesses in B2C retail and ecommerce, where efficient, effective customer service is a growing competitive advantage.

Contacto was purpose-built for today’s mobile-first consumer world so businesses can deliver the fast, flexible, and frictionless customer support that shoppers want. The platform combines traditional and emerging communication channels with an easy-to-use interface and out-of-the-box customizability to fit your business and your shoppers.

With Contacto, you can deliver exceptional customer experiences across channels, all while boosting agent productivity and effectiveness — and potentially even reducing your operational costs.

Let’s look at the channels of communication Contacto can facilitate, then dig deeper into the features of the platform.

Communication channels

The essence of omnichannel is offering a cohesive customer experience at every touchpoint, and that includes facilitating convenient communication methods for fast, easy resolutions.

Contacto comes with native, full-featured voice capabilities so there’s no need to engage costly third-party vendors for enterprise-grade, in-call features, excellent call quality, and high reliability.

Web and in-app chat embedded directly into a brand’s application or website let customers interact with retailers while they shop and beyond.

Customers can choose messaging via SMS, MMS, or WhatsApp — the leading consumer chat app. Brands can also utilize notifications to deliver proactive support updates.

Native integrations with social platforms like Facebook, Twitter, and Instagram are set to debut in Q4 2021.

Feature highlights

Contacto revolves around a unified agent desktop, where all communications channels are presented in a single simple interface.

That enables agents to:

  • Respond to all incoming conversations from one screen, no matter their channel
  • View the customer’s associated conversation timeline and interaction history
  • Create and manage information in third-party systems without leaving Contacto

Contacto is designed to work seamlessly with a business’s existing systems, with out-of-the-box integrations with Salesforce, Salesforce Service Cloud, Zendesk, Shopify, and more.

With all that information in one place, agents have the context they need to solve issues faster and create a more tailored experience for the customer.

The Plivo advantage

Contacto is built on Plivo’s Premium Communications Network, which has been proven for scale over the last 10 years with billions of requests each month. Contactonatively supports voice and emerging channels like in-app chat, WhatsApp, and social media, and has prebuilt integrations with existing applications like Salesforce, Zendesk, Shopify, and Kustomer.

Sound interesting? Join our waitlist!

Interested in giving Contacto a try? You can join the waitlist to try Contacto for free, and our team will reach out when we’re ready to onboard our next batch of customers. We look forward to helping you delight your customers through service with a human touch.

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

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

Grid
Grid