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

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

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

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

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

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

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.

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.
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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.

AI Voice Agents for Real Estate (2026): 10 Tools Compared, Real Limitations and What Actually Scales
Compare 10 AI voice agents for real estate in 2026. Evaluate response time, CRM integration, multi-channel support, and scalability to find the right solution.
AI voice agents in real estate are all about response time, coverage and quick follow-through. If your system can't answer calls immediately, qualify intent, book tours and update your CRM without manual cleanup, it's not helping you win more deals; it's adding another layer for you to manage.
This guide isn't for browsing tools. It's for operators deciding whether to commit to AI voice agents in 2026 and ship something that actually helps you scale. We compare 10 platforms based on how they perform after signup, how fast you can go live, what breaks under real lead volume, and what it takes to keep them working week after week.
Top 10 AI Voice Agents for Real Estate (2026)
The goal here is simple: Helping you choose an option that you can launch confidently, not replace after the first integration headache.
1. Plivo
When aiming to build and scale AI voice agents for real estate, you care about two things: reaching prospects first and converting more inquiries into confirmed showings. Plivo excels here since it gives you production-ready AI voice agents that place instant callbacks, answer listing questions from your data, and book tours directly on your agents' calendars. They operate reliably across phone, SMS, WhatsApp and chat without stitching together telephony, AI models and messaging vendors.
Plivo is the AI agent builder platform for voice-first, omnichannel experiences—built on a carrier-grade telephony network trusted by Uber, Meta, Zomato, and thousands of businesses worldwide. Business teams can launch agents without writing code using Vibe agent. Engineering teams can orchestrate custom voice agents in code with full control. The foundation is Plivo's global communications infrastructure spanning 190+ countries: 15+ years of proven reliable infrastructure, low latency, and the call quality enterprises demand.
Core Capabilities:
- Inbound & Outbound AI Voice Agents: Handle live calls end-to-end, qualify intent, route intelligently and escalate to human agents when needed.
- Multi-Channel Agent Coverage: Run the same AI agent across phone, SMS, WhatsApp and chat with shared context across channels.
- No-Code AI Agent Builder (Vibe): Build and deploy voice agents using plain-English instructions, no prompt engineering or coding required.
- Build your way: Business teams launch with no-code tools; engineering teams build custom voice agents with full-code control. You're never forced into a single way of working.
- Vertically Integrated Telephony (CPaaS): Voice runs on Plivo's own global telephony infrastructure, avoiding third-party carrier dependencies.
- Low-Latency Voice AI Stack: Integrated TTS, STT and LLM orchestration enables sub-500ms response latency, critical for natural voice conversations.
- Enterprise-Grade Reliability: Built on Plivo's proven CPaaS platform with 99.99% uptime, 15+ years of reliable infrastructure, and global carrier connectivity across 190+ countries.
- CRM & Workflow Integrations: Pull customer context in real time and write call outcomes back to CRMs and support tools automatically. Connect Follow Up Boss, kvCORE, BoomTown, Salesforce, HubSpot, Google Calendar, Outlook, and your MLS/IDX feed.
- You own the stack: You get to choose your speech-to-text (STT), text-to-speech (TTS), and LLM while keeping prompts and data portable and avoiding lock-in.
Best fit if you:
- Need real-time voice agents that can operate continuously at scale.
- Want to avoid stitching telephony, AI and messaging vendors together.
- Plan to deploy across multiple channels, not voice alone.
- Have defined workflows for lead qualification, routing or follow-ups.
Not a fit if you:
- Only need a lightweight voice demo, basic IVR or short-term experiment.
- Want a fully turnkey, real estate-specific tool with no configuration or workflow control.
- Don't plan to integrate voice agents into your CRM, data stack or operations.
2. Luron AI
Luron AI is best suited for teams that need 24/7 AI voice agents that never miss calls and qualify leads automatically. It supports multilingual conversations and keeps pacing tight across accents and speaking styles. The system handles inbound and outbound voice conversations in dozens of languages and automates bookings and follow-ups without human staffing.
Core Capabilities:
- Instant call answer & qualification: AI answers every call, gathers intent, and qualifies leads without hold times.
- Multilingual support: Handles AI conversations in 45+ languages to cover diverse lead sources.
- Inbound & outbound support: Manages both types of calls and can also run outbound follow-ups.
- SMS, chat & email automation: Extends voice agents to text and messaging channels for a unified engagement approach.
- CRM & integration options: Connects to existing phone systems via SIP trunking and can integrate with CRMs and ticket systems.
Best fit if you:
- Want 24/7 lead capture and qualification without adding staff.
- Need multilingual voice conversations for global or diverse markets.
- Expect to automate bookings, follow-ups and reminders on voice and messaging channels.
- Have a CRM or existing phone system you must integrate with.
Not a fit if you:
- Only need a simple inbound answering or IVR replacement without automation.
- Want a solution focused on voice only, with limited channel reach.
- Prefer fixed, transparent pricing tiers publicly listed.
3. Callers AI
Callers AI is a platform for automating customer conversations with human-like voice agents that handle both inbound & outbound calls and messaging channels, powered by your brand's data and tone. It's focused on scaling high-volume voice interactions while maintaining contextual continuity across channels in a single branded voice experience.
Core Capabilities:
- Omni-channel AI interactions: Voice agents run across phone, SMS, WhatsApp and chat from a central AI brain.
- Human-like voice calls: Agents answer and place calls in a natural conversational style.
- Lead workflows & use cases: Supports lead qualification, cold call automation, appointment confirmation, retention flows and more.
- 24/7 availability & language breadth: Designed to handle calls and messaging around the clock, in multiple languages.
- Context remembering: Conversations carry context across voice and messaging so follow-ups feel continuous.
- Integrations & automation: Connects to CRMs and tools (300+ integrations) so call outcomes can update your systems.
Best fit if you:
- Want both inbound and outbound AI calling with consistent, natural-tone responses across channels.
- Need an AI system that can qualify leads, confirm appointments and manage follow-ups automatically.
- Are scaling high call volumes 24/7.
- Prefer a central "brain" that keeps context across channels and workflows.
Not a fit if you:
- Only want a basic voice or outbound dialer with limited cross-channel logic.
- Need a tool focused exclusively on simple IVR or basic routing without AI conversation layers.
- Prefer a product you can set up and forget in minutes without upfront configuration or workflow definition.
4. SquadStack AI
SquadStack AI is best suited for teams that want AI-assisted sales and voice engagement workflows supported by configurable human-in-the-loop automation. It blends automated outreach and qualification with options to escalate to human agents where needed, helpful for revenue teams that are focused on pipeline speed.
Core Capabilities:
- Automated Lead Engagement: AI enabled workflows proactively contact prospects and qualify them using data-driven sequencing.
- Voice & Messaging Channels: Supports outbound dialing, ringless voicemail, SMS and multi-touch sequences.
- Human-in-the-Loop Escalation: Configurable handoffs to live agents when conversations need human judgment.
- Sales Workflow Automation: Built-in logic for lead routing, prioritization and follow-ups across channels.
- CRM Integration + Data Sync: Sync outcomes and engagement data back to CRMs like Salesforce, HubSpot, etc.
Best fit if you:
- Want inbound and outbound automated voice interactions with natural conversation flows and multilingual capability.
- Need AI that handles lead qualification, follow-ups and reminders as part of sales or customer engagement sequences.
- Are automating sales outreach and conversational workflows alongside voice calls.
Not a fit if you:
- Need an AI platform focused on low-latency, bespoke voice agent infrastructure tied tightly to your own telephony stack.
- Are building a multi-channel bot with CRM/telephony hooks and developer control from the ground up at scale.
5. Telgent
Telgent leans into MLS and portal context. It is best for businesses that want always-on voice AI calling with automated scheduling, intelligent call handling and quick setup. Its platform emphasizes immediate activation, seamless integration with existing phone systems and natural AI responses that handle calls, schedule meetings and engage customers day and night.
Core Capabilities:
- 24/7 AI voice calling agents: Always-on call automation that answers and routes customer calls at any hour.
- Lead engagement & scheduling: Automatically books appointments, meetings and showings based on natural language conversations.
- Inbound call handling: AI answers incoming inquiries, qualifies intent and routes prospects with minimal human intervention.
- Automated inquiry responses: Provides instant answers to property questions and responds to rental or sales leads.
- Integration with real estate systems: Works with Zillow, Realtor.com, MLS platforms, Follow Up Boss, kvCORE, BoomTown, Salesforce and HubSpot for CRM continuity.
Best fit if you:
- Need round-the-clock call handling that captures leads and books appointments without missing inquiries.
- Want your voice AI to integrate with core real estate tools and CRM systems so client details are synced automatically.
- Are focused on lead conversion and showing scheduling as part of your customer engagement workflows.
Not a fit if you:
- Only require basic outbound calling with simple scripts rather than inbound + scheduling automation.
- Expect a no-config, plug-and-play voice bot that requires zero setup or customization.
- Want a platform that handles only one channel (voice only) without extending into SMS/WhatsApp/chat automation.
6. AIOnCalls
AIOnCalls is positioned as a virtual receptionist that never misses calls or opportunities. Best for teams that want an always-on voice AI assistant that handles inbound and outbound calls around the clock, engages callers in natural language, qualifies leads, books appointments and updates CRM data.
Core Capabilities:
- 24/7 Inbound & Outbound Voice Handling: AI answers and places calls around the clock across all hours and holidays.
- Lead Qualification & Follow-Up Automation: Qualifies callers in real time and automates follow-ups via voice, SMS and email.
- Appointment Scheduling & Calendar Invites: Books appointments and sends confirmations during calls.
- CRM & Workflow Integrations: Integrates with CRMs like Zoho, HubSpot, GoHighLevel, Google Calendar for real-time lead syncing and activity logging.
- Multilingual Conversations: Supports multiple languages and can handle simultaneous call sessions.
- Live Agent Escalation: Transfers complex calls to human agents when needed.
- Real-Time Analytics & Transcriptions: Provides live call monitoring, transcripts, sentiment analysis and dashboards.
Best fit if you:
- Need an AI voice agent that never misses inbound calls and engages leads immediately, 24/7.
- Want automated lead qualification, booking and follow-ups in voice, SMS, and email without human staffing.
- Are integrating call outcomes and engagement data into CRM or calendar workflows.
- Operate in industries where speed-to-lead matters and missed calls are costly.
Not a fit if you:
- Only need simple IVR or on-premise call routing without conversational automation.
- Prefer a pure telephony or developer API platform without built-in AI conversational layers.
- Are looking for a voice agent with deep, specialized industry templates.
7. Brilo AI
Brilo AI is a business-focused AI phone and voice call agent platform that enables teams to automate real-time voice interactions across industries like real estate. It promises fast setup, natural human-like voice responses, 24/7 coverage, integration with business tools and built-in analytics, all without needing a technical team to get started.
Core Capabilities:
- 24/7 AI voice call agents: Always-on AI phone agents handle inbound calls and customer engagements at any hour.
- Human-like voice interactions: Conversational voice responses built to sound natural and engaging.
- Appointment booking & scheduling: Voice agents can book appointments with synced calendars and handle reminders.
- CRM and business integrations: Integrates with a broad range of business apps (6,000+ app connections claimed) to sync customer context and outcomes.
- Real-time analytics & insights: Live call transcripts, sentiment analysis, intent tracking and topic detection support actionable insights post-call.
- Lead qualification automation: Agents engage prospects, capture intent and route high-value leads in real time.
Best fit if you:
- Need 24/7 automated voice engagement that never misses inbound or high-volume calls for lead capture, scheduling or support.
- Need a platform that books appointments, manages follow-ups and drives customer engagement without manual management.
- Plan to integrate the voice agent with CRM, calendar tools and analytics pipelines to maintain context across systems.
Not a fit if you:
- Simply need a basic phone tree, IVR or traditional call routing system.
- Are focused solely on developer-centric API telephony without AI built in.
- Require industry-specific compliance guarantees (HIPAA, PCI, etc.) documented publicly.
8. VocalDesk
VocalDesk is an AI-enabled voice and contact automation platform that helps teams automate calling, lead follow-up, support interactions and scheduling. Its focus is on automated voice conversations and multi-channel engagement with CRM integration and configurable workflows that replace manual outreach tasks.
Core Capabilities:
- Automated Voice Conversations: Handles inbound and outbound calls using AI to engage, qualify, and route callers.
- AI-Driven Lead Qualification: Automated conversation flows that marks lead intent and priority.
- Appointment Booking & Reminders: Schedules meetings and sends reminders as part of automated flows.
- Multichannel Messaging: Engages customers across voice, text and messaging platforms.
- CRM & Workflow Sync: Connects with CRM systems and business tools to log interactions and maintain records.
Best fit if you:
- Want to automate call handling and lead follow-up without manual dialing.
- Need a solution that combines voice and messaging outreach with CRM context.
- Are focused on lead qualification and scheduling as part of broader sales engagement.
Not a fit if you:
- Only need basic call routing or IVR without AI handling.
- Require explicit developer control over telephony APIs.
- Rely on hard metrics like latency, concurrency limits or multi-region telephony SLAs.
9. Calldock
Calldock is an AI voice agent platform intended for instant lead engagement, automatic qualification and scheduling. Its system calls leads within seconds of form submission, conducts natural conversations and integrates with calendars and workflows to automate follow-ups and booking.
Core Capabilities:
- Instant lead callbacks: Calls website leads within ~60 seconds of a submission, boosting early engagement.
- Calendar booking: Agents can book appointments directly to your calendar during live calls.
- Multi-channel follow-up: Agents send SMS and email follow-ups as part of the call workflow.
- Seamless handoff & callbacks: You can trigger human handoffs in natural language and schedule intelligent callbacks.
- API, webhooks, & integration ecosystem: Support for APIs and pre-call webhooks lets you fetch context before calls and connect with Gmail, Google Calendar, Slack, Zapier and thousands more.
- Developer playground & documentation: Provides API documentation and code examples for triggered calls and automated workflows.
Best fit if you:
- Want immediate lead engagement that happens in seconds.
- Need voice agents that qualify, book and follow up automatically across voice, SMS and email.
- Plan to integrate voice engagements with calendar and business workflows.
- Need a voice agent that works with easy templates for common industries with minimal setup.
- Want a low-code or no-code setup that goes live with simple configuration.
Not a fit if you:
- Need proper inbound/outbound calling with API integration.
- Require deep telephony infrastructure control or enterprise telephony SLAs.
- Are building highly custom dialogue systems that need proprietary LLM tuning beyond the existing templates.
10. Ylopo
Ylopo is a digital marketing and lead gen platform built for the real estate industry. It combines lead capture, nurturing, AI voice calling, AI texting, branded websites and marketing automation into one system that integrates with CRMs and helps real estate teams generate and convert leads.
Core Capabilities:
- AI Voice Follow-Up: Automatically calls new and existing leads to qualify interest and connect them to agents.
- AI Text Conversations: Runs two-way SMS conversations to nurture leads until they're ready to talk.
- AI² Voice + Text System: Combines calling and texting into one coordinated follow-up engine.
- Automated Appointment Transfers: Delivers live transfers or booked appointments when leads are qualified.
- Lead Generation & Nurture: Includes PPC ads, remarketing and IDX websites to capture and feed leads into AI follow-up.
- CRM & Website Integration: Syncs AI conversations and lead activity with CRMs and branded real estate websites.
Best fit if you:
- Want lead capture with nurturing as a unified system rather than isolated voice interaction tools.
- Are a realtor or team that wants AI to automatically engage leads by text and phone, not just manage manual contacts.
- Need branded websites with IDX search and integrated lead capture feeding into automated follow-up.
- Plan to keep leads engaged over longer time horizons (e.g., 90-day voice follow-up).
- Value combined marketing + AI follow-up rather than a single channel (voice only).
Not a fit if you:
- Are looking for pure AI voice agent infrastructure like a telephony-first CPaaS platform.
- Need tools focused on enterprise-grade telephony performance, low-latency voice systems or custom telephony workflows.
What Matters Most in AI Voice Agents (Beyond the Basics)
1. Telephony Ownership vs. Vendor Stitching
Many AI voice tools rely on third-party telephony stitched together with AI layers. This often introduces latency, call drops and limited routing control at scale.
What to prioritize:
- Built-in telephony with direct carrier connectivity
- End-to-end control over call routing and quality
- Fewer external dependencies
Plivo runs on its own global CPaaS and carrier-grade telephony stack, removing third-party voice dependencies.
2. Real-Time Performance (Latency & Uptime)
Voice conversations break down quickly when responses lag or calls fail. Sub-second latency and high uptime aren't "nice to have"—they're mandatory.
What to validate:
- Sub-500ms voice response latency
- 99.99% uptime or better
- Real-time STT, TTS, and LLM orchestration
Plivo's vertically integrated Voice AI stack is designed for low-latency, real-time conversations on proven infrastructure.
3. Multi-Channel Context, Not Disconnected Bots
Leads move between calls, SMS, WhatsApp and chat. Treating each channel as a separate bot creates broken experiences and duplicate work.
What to look for:
- Shared context across voice and messaging
- Unified conversation history
- Seamless handoffs between channels
Plivo supports multi-channel agents that share context across phone, SMS, WhatsApp and chat from a single system.
4. Integration Depth (CRM, Calendars, Workflows)
Voice agents don't operate in isolation. Without deep integrations, they become another silo your team has to manage.
Prioritize platforms that:
- Read from and write to CRMs in real time
- Trigger workflows during live calls
- Integrate cleanly with calendars and support tools
Plivo integrates directly with CRMs and business systems, allowing agents to act on live data and update records automatically.
5. Built for Scale, Not Just Launch
Many tools work well for pilots but struggle under sustained call volume or multi-region deployment.
Ask:
- Can this run continuously without degradation?
- Are pricing and performance predictable as usage grows?
- Will this still work when channels or regions expand?
Plivo's AI agents are built on infrastructure that already powers enterprise-grade voice and messaging at global scale.
FAQs
What's the fastest way to go live without breaking existing operations?
Start with a single, contained flow like after-hours inbound calls or instant lead callbacks. Connect your phone numbers, CRM and calendar, define escalation rules and launch! You can expand coverage once live data validates the flow.
How do I ensure voice quality doesn't feel robotic or laggy?
Voice quality depends on latency and telephony control. Platforms with integrated telephony and real-time STT/TTS orchestration keep responses sub-second, which is critical for natural conversations that callers don't hang up on.
How does the agent stay accurate and compliant with real estate data?
The agent should pull from a restricted, curated knowledge source (MLS, IDX, listings) and operate within defined guardrails. When questions exceed scope like pricing nuance, legal terms, fair-housing-sensitive topics, it escalates to a human automatically.
What happens when call volume spikes or multiple leads call at once?
Calls don't fail—they should queue. High-intent conversations can be routed to live agents, while others are qualified, scheduled or followed up asynchronously. Every outcome is logged so nothing gets lost.
How does this fit into my CRM and follow-up workflows?
The agent reads live CRM data during calls and writes outcomes back automatically in the form of notes, disposition, next steps and booked appointments. Your team picks up conversations with full context instead of starting from scratch.
Try Plivo Free
Curious how an AI voice platform performs in your workflows, not just in theory? Plivo offers a free trial account with credits so you can experiment with voice, SMS, WhatsApp and chat services before committing. When you sign up, you get trial credits, can add a phone number and start testing features like real-time voice interactions and multi-channel engagement using APIs or visual tools like PHLO. This lets you validate performance, integrations, and call flows with your actual data—all without upfront cost.
Plivo's trial lets you test core capabilities immediately, making it easy to see how quickly you can build, launch, and refine agents that handle calls, qualify leads and update systems in real time.
Get started with your free trial now and begin building your first agent today.

Best AI Voice Agents for Customer Support and Service (2026): What to Deploy Now
Compare 10 AI voice agent platforms for customer support. Get a practical 30-day pilot framework, implementation workflow, and outcome-driven selection guide.
1) Plivo — The fastest path to production-grade AI voice agents for customer support
A recent Gartner survey found that most customer service leaders plan to explore or pilot conversational GenAI in 2025—making a clear, near-term mandate to deliver something that works on the phone channel, not just in chat. That's your cue to build a reliable voice front door with an AI agent builder platform designed for voice-first, omnichannel experiences.
Why Plivo is #1
Plivo is the AI agent builder platform that lets you build your way. Whether you're a business leader who needs to launch fast or an engineering team building custom workflows, Plivo meets you where you are. Start with no-code tools that let non-technical teams deploy agents in hours. Go deeper with low-code orchestration for more control. Or build from scratch with full-code frameworks that integrate into your existing stack. You're never forced into a single way of working.
What it does for you
Plivo's Voice AI stack is modular by design. Want speed? Use the fully integrated platform—STT, LLM, TTS, and telephony—pre-configured and ready to go. Want control? Orchestrate your agents using code with Plivo's Agentic STT models and Telephony, alongside your preferred LLM providers. Want just the connectivity layer? Use audio streaming or SIP trunking and bring everything else yourself. You decide where Plivo ends and your stack begins.
Underlying it all is a reliable, carrier-grade telephony platform that scales for enterprises—global PSTN/SIP connectivity, number provisioning and porting, call routing with failover, recording with consent, and clean human handoff with full context into your CRM or help desk.
Segment-by-segment fit
If you're SMB, launch fast with no-code tools that let you deploy agents in hours, plus a simple dashboard and connectors for Shopify and Calendly. If you're mid-market, use low-code orchestration for more control, with a modular stack that lets you use what you need—swap in your preferred LLM, STT, or TTS. If you're enterprise, build with full-code frameworks that integrate into your existing stack, plus a modular Voice AI stack to pick-and-choose what you need, governance features (RBAC, audit transcripts, data residency), and contact center integration for high availability and reporting.
Start with Voice, go everywhere
Voice is the hardest channel to get right—and it's where Plivo leads. But the same flexible building experience extends to WhatsApp, SMS, RCS, and Chat. Build once, deploy across channels, and meet customers wherever they are.
Suitable for
- Fintech customer service: consent-first flows, secure keypad capture, dispute status, and callbacks.
- Healthcare scheduling: multilingual intake, appointment changes, escalations with a summarized handoff.
- Retail and logistics: order status, returns, delivery windows, and SMS/WhatsApp follow-ups.
No more choosing between a locked-in platform that's easy but limiting, or a DIY approach that's flexible but painful. Plivo gives you both—simplicity when you want it, depth when you need it.
Explore the Voice API, check pricing, review compliance, handle numbers & porting, browse case studies, or jump into the quickstart.
2) Google Dialogflow CX — Complex, branching flows without spaghetti
Key features
Dialogflow CX uses a flow-and-page model to capture state and branching, so you can manage multi-step intents like returns, warranty claims, and multi-factor verification without dozens of brittle intents. It supports voice and text and includes versioning, experiments, and test tools. For telephony, you can use partner gateways or SIP; for global reach, put Plivo at the edge and connect to CX.
Why it matters
Complicated support journeys need explicit state. CX gives you that structure. If your "Where's my order?" workflow forks based on identity checks, fulfillment method, and policy windows, you can keep logic readable and testable. CX also plays well with multilingual experiences and mixed initiative, so callers can change course mid-conversation.
Implementation steps
Start with a single high-volume journey and draw it as a CX flow. Add a fallback page with a short menu for noisy lines. Ground the bot in your knowledge base and order system, then add handoff rules. Put Plivo in front for numbers, routing, and recording consent, and pass summaries back to your ticketing system.
Suitable for
Teams with multiple brands or product lines, where branching grows quickly and consistency matters across regions.
3) Amazon Lex + Amazon Connect — AWS-first voice automation that ops can own
Key features
Lex handles the speech and NLU for voice and text. Connect adds the contact-center fabric: routing, IVR, call recording, and agent desktop. It's a natural fit if your data and apps live in AWS and security prefers IAM-managed access. For global numbers or bring-your-own carrier control, front with Plivo and route into Connect.
Why it matters
Staying inside AWS accelerates procurement, security reviews, and monitoring. You can call Lambdas for tool use, search knowledge with Kendra, and use Connect metrics and contact flows your ops team already knows. That shortens time to value and concentrates governance in one place.
Implementation steps
Define one call flow in Connect (ID&V → status lookup → handoff). Build Lex intents from your top FAQs. Add Plivo for number management, routing, and failover. Send summaries back to your CRM or help desk. Keep a barge-in plan for noisy environments and a keypad fallback for payment flows.
Suitable for
IT-led programs where AWS standardization, auditability, and a single pane of glass for monitoring are priorities.
4) IBM Watson Assistant — Governance-first deployments in regulated industries
Key features
Watson Assistant supports omnichannel conversations with documented security and governance options, including deployment paths designed for regulated workloads. If your risk office leads the decision, IBM provides clear guidance on audit logging, data handling, and architectural choices. Add Plivo to handle PSTN/SIP, call consent prompts, and compliant recording policies.
Why it matters
Financial services and healthcare teams often need auditability from day one. When you need clear data-handling boundaries and deployment models that align with internal controls, IBM's documentation and support track help you pass reviews without months of back-and-forth.
Implementation steps
Map your data-classification rules to Watson's deployment options. Keep contact recordings and transcriptions in your approved storage. Use Plivo's routing and consent prompts to standardize intake across regions. Summarize calls into your case system for full traceability.
Suitable for
Organizations with heavy compliance needs, strict data residency, or formal audit trails for every customer interaction.
5) Cognigy.AI — IVR modernization with fine-grained voice control
Key features
Cognigy combines a visual designer with a voice gateway that supports streaming ASR, interruptibility, and transfer control. It integrates with multiple speech providers and enterprise systems like SAP and Salesforce. This lets you tune barge-in sensitivity, error handling, and handoff cues rather than living with a one-size-fits-all IVR.
Why it matters
If callers still hear a menu tree, you're wasting time and goodwill. Cognigy helps you replace rigid menus with natural conversations and graceful escalation. You keep the levers you need—timing, sensitivity, fallback prompts—so the agent feels human, not scripted.
Implementation steps
Start with the two intents that create the most queue time. Set barge-in thresholds conservatively and widen them after you test in live traffic. Put Plivo at the edge to manage numbers, recording policies, and failover. Send summaries with disposition tags to your CRM.
Suitable for
Enterprises with legacy IVRs, high call volumes, and a clear need to reduce effort without ripping out the contact-center core.
6) Salesforce Agentforce — CRM-native service automation where your team works
Key features
Agentforce brings AI agents into the Salesforce console and data model. Your service team stays in the view they know, while the agent handles common intents, drafts summaries, and routes cases. Add Plivo for calling so every phone interaction lands in Salesforce with the right context.
Why it matters
When everything you need to resolve an issue already lives in Salesforce, keeping the agent there shortens integration time and improves analytics. Supervisors can coach on the same dashboard and review case summaries, while admins maintain clear governance over data and automations.
Implementation steps
Pick one queue with repetitive calls. Tie identity checks to account data and warranties. Keep a "press 0 for a human" fallback and make sure the agent passes a clean summary with next steps. Use Plivo for the phone edge so call recordings and consent are consistent across regions.
Suitable for
Service teams that treat Salesforce as the system of record and want automation to feel native—not bolted on.
7) Zoom Virtual Agent for Phone — A 24/7 receptionist and concierge
Key features
Zoom's Virtual Agent for Phone handles greetings, routing, and the most common requests. You train it from existing docs and site content, then turn it on for after-hours or full-time reception. It's built for quick wins like appointment scheduling, store hours, and simple status checks with transfers when needed.
Why it matters
If reception lines clog your switchboard, a front-door voice agent can deflect simple questions without new headcount. As you add skills, you can expand from triage to completing tasks. For broader reach, connect Plivo to add global numbers and transactional notifications via SMS or WhatsApp.
Implementation steps
Start with greeting, business hours, and routing. Add appointment booking next. Keep live-agent transfers one click away. If you outgrow the PBX perimeter, bring Plivo in to manage numbers and cross-channel follow-ups.
Suitable for
Single-number switchboards, high-volume reception desks, and teams that need a quick, always-on front door.
8) Sierra — Enterprise "autonomous" agents with category momentum
Key features
Sierra focuses on enterprise-grade AI agents for customer service with an emphasis on agentic workflows. The leadership and market traction give executives confidence to back bigger bets. If you're evaluating multi-channel automation with rigorous SLAs, Sierra is a credible short-list option. Plug it into Plivo for reliable telephony, recording consent, and global routing.
Why it matters
Momentum reduces perceived risk. When you need cross-functional buy-in, a vendor that's already in enterprise production helps. You still need the phone edge right: numbers, routing, and failover that won't buckle under peaks.
Implementation steps
Define two end-to-end journeys (e.g., ID&V + order update; returns approval). Keep human handoff one step away and capture every call summary in your case system. Instrument containment and transfers, then iterate weekly.
Suitable for
Large teams planning multi-channel agents and looking for vendor accountability with clear deliverables and timelines.
9) Tidio (Lyro) — SMB eCommerce chat that pairs well with voice
Key features
Tidio blends live chat, an AI agent, and eCommerce integrations. It's a practical way to resolve repetitive questions, free up your team, and capture intent while buyers are on your site. Add Plivo for a simple order-status line and SMS/WhatsApp updates so customers get answers by phone as well as chat.
Why it matters
eCommerce teams need fast coverage more than complex architectures. You can start with FAQs, then add checkout and account questions. When phone calls spike—promos, holidays—route a basic voice flow through Plivo and keep your agent consistent across channels.
Implementation steps
Load your top FAQs and shipping policies, add a returns flow, and set clear handoff rules. For voice, route a single Plivo number to a lightweight agent that authenticates by order ID and ZIP code, then offers a callback option during peaks.
Suitable for
Lean teams that want to reduce repetitive chat volume now and add phone coverage without standing up a full contact center.
10) Robylon — Multi-channel AI agents focused on support teams
Key features
Robylon specializes in AI-driven customer support across voice, chat, email, and messaging. It integrates with help desks like Zendesk and Freshdesk, supports multiple languages, and offers analytics dashboards designed for service leaders. It's a pragmatic fit if your help desk is the hub of your operation.
Why it matters
You want human-like conversations that escalate cleanly. Robylon's positioning around support workflows means your ticketing, SLAs, and dispositions stay intact. For reliable calling, use Plivo for numbers, routing, and recording consent so your phone channel matches the quality of your chat channel.
Implementation steps
Start with account updates and appointment scheduling. Ground the agent in your help-desk knowledge base and macros. Track resolution time and transfer reasons; refine weekly.
Suitable for
Mid-market support teams who want a focused system that plugs into existing help-desk processes and expands to voice without heavy lifting.
How to run a safe, high-signal pilot in 30 days
Define success first
Pick three metrics: containment, transfer rate, and average resolution time. Write a one-line target for each and a go/no-go threshold. Everyone should know what "good" looks like before you take your first call.
Start with narrow, high-volume intents
"Where's my order?", appointment changes, returns, account updates. These are predictable, frequent, and measurable. Script your handoff sentence so agents never start from zero.
Build the right guardrails
Add a consent prompt, a keypad fallback for sensitive inputs, and a short backup menu for noisy environments. Keep the escalations simple: one route for billing, one for everything else.
Ground every answer
Connect the agent to your CRM/help desk and knowledge base. If the answer doesn't exist in your source of truth, escalate. Summarize every call into the ticket with disposition and next steps.
Iterate weekly
Review 20 call transcripts together. Fix the top three friction points. Update prompts and knowledge. Ship changes. Repeat.
FAQ
What's the fastest way to launch a voice agent without changing my stack?
Keep your telephony and routing on Plivo, connect your preferred conversation engine, and ground it in your CRM/help desk and knowledge base. Start with one number, one intent, and a simple fallback.
How should I measure success in the first 30 days?
Track containment, transfer rate, and resolution time. Listen for barge-in moments and interruptions—they reveal prompt and timing issues that you can fix quickly.
How do I implement consent, recording, and PCI/PHI safely?
Play a clear consent prompt before any recording. Use keypad input for payments or sensitive data. Store recordings and transcripts in approved systems and keep audit logs.
When is Dialogflow CX better than Lex, IBM, or Cognigy?
Choose CX for complex branching flows and multilingual journeys; Lex when your team standardizes on AWS; IBM when governance and deployment control are paramount; Cognigy when you're modernizing IVR with fine-grained voice settings.
How do I handle accents, noise, and barge-in in production?
Use a robust ASR, tune your barge-in sensitivity, and keep a keypad fallback. Test in noisy environments and shorten prompts. Summaries help human agents pick up without asking callers to repeat themselves.
Conclusion: Build the voice edge once, then scale what works
A measured result to anchor ROI. McKinsey reported that, at one company with thousands of agents, applying generative AI raised issue resolution and lowered handling time—small percentage gains that compound into real savings at scale. That's the kind of lift your leadership expects—and the reason to start with a focused pilot that moves one metric.
Bring your "brain" of choice, but keep the phone edge on Plivo so every call connects, every consent is captured, and every handoff carries context. Define three KPIs, pick one journey, and go live with a human fallback. Review transcripts weekly, then scale to the next two intents.
Ready to hear what real-time voice feels like? Build your agent or talk to an expert today.
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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:

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.
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.

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.

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.

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.
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.

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.
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.”

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!

The Power of Multilingual Customer Support: 7 Must-Know Strategies
Multilingual customer support enhances user experience and expands global reach. Let’s explore its benefits and best practices for implementation.
It’s ten minutes past 2 pm. A new high-value customer submits a technical complaint—but, in Spanish. The problem? None of your service reps speak Spanish.
Now, you have only two options.
First, you say, “Thank you for reaching out. We currently accept queries only in English. Please resend your message in English so we can assist you. Thank you for your understanding!"
Or, you scramble from Google’s translator to other free versions of online interpreters, which might give you an inaccurate response.
Whichever you choose, your customer will likely not find it encouraging. Your inability to efficiently serve customers in their native language passes a message; that they’re not a valued part of your brand.
According to Hyken’s report, 65% of consumers want to be treated valuably. Failure to deliver this expectation results in a poor support experience, increased churn rates, and a negative brand reputation.
To avoid such outcomes, you need to implement multilingual customer support, and this article will show you how to do that.
What is multilingual customer support?
Multilingual customer support is the ability to provide consistent, high-quality assistance in multiple languages to your customers while accounting for geographical, cultural, and contextual differences that influence communication.
As your business scales, there is also an increasing need to serve a diverse market audience. This mandates your support team to be capable of sustaining interactions with individuals of different languages outside your native business borders.
Even within your business borders, you’re bound to interact with customers of different linguistic needs. According to the United States Census record, the number of residents who utilize other languages besides English has nearly tripled in the last decade.
So, you must be ready to cater to this diversity once necessary.
Benefits of multilingual customer support
Multilingual support increases customer satisfaction, boosts retention, and ensures you can tap into diverse markets for more opportunities. Here’s how it does that:
Improved customer satisfaction
According to Unbabel’s 2021 multilingual CX report, one in three global consumers cite a lack of multilingual support as their top concern in localized customer experience.
Uni- or bilingual provisions lead to frustration since your customers can’t express themselves the way they want, and this culminates in a bad customer experience.
On the other hand, providing multilingual support can enhance customer satisfaction and boost your customers’ LTV. This explains why 64% say they will pay more for a service or product if the brand offers a multilingual support service.
Higher customer retention
57% of global consumers see it as a bias when a brand fails to offer multilingual support. Two in three will also switch to another brand if their current brand does not offer broader language support.
But what happens if you fill up this communication gap? 73% of respondents in Unbabel’s survey say they will remain loyal.
This means multilingual provisions can help you retain your existing customers and also gain an edge over your competitors in attracting new ones.
Interestingly, 40% of consumers will likely overlook poor customer service many times if it is offered in their native language. This gives you enough time to address issues plaguing your support delivery before customers bounce.
Broader reach and competitive advantage
Scaling your business often requires crossing borders and serving new audiences. Multilingual support ensures you can easily resolve the issues coming up in these regions, eliminate communication barriers, and rapidly build a robust brand reputation.
Also, multilingual support can serve as the spearhead of your competitive advantage in new markets. That’s because your potential customers will likely choose you over competitors who do not offer multilingual support, all things being equal. So, you can make it a focus of your marketing strategy.
7 must-know strategies to implement multilingual support
One in four consumers say they will not spend more than $500 on brands offering limited language support. You can avoid this by implementing a sturdy multilingual support system.
Let’s go through how you can do that.
1. Be upfront about your available language options
First, inform your customers and audience about your current capacity. Include the languages you support on your website, applications, social media profiles, and customer support pages.

This helps to manage customer expectations and reduce frustrations pending the time you make provisions for multiple languages.
2. Embrace diversity in recruitment
The most direct approach to creating a multilingual support system is to recruit multilingual customer service reps. These reps are especially crucial for managing L2 and L3 tiers of requests that AI might not be able to handle.
Ensure you have at least one native or non-native representative for each region you serve. You can also organize language training for your existing service reps instead of overhauling the entire team.
This reduces your employee acquisition cost and helps you work with people already in tandem with your support operations.
3. Use AI chatbots to provide multilingual support
Advanced AI chatbots use ML and NLP to analyze user inputs such as complaints and provide appropriate responses while leveraging customer data. This is like having an inbuilt translation system, making them a good fit for handling multilingual L1 requests regardless of the language.
As an omnichannel platform designed to scale your support team, Plivo CX offers an OpenAI-powered chatbot capable of handling multilingual tickets and addressing your customers in the language they choose.

4. Integrate multilingual voice support
According to a 2024 report from Statista, 54% of customers prefer to resolve issues via phone calls over other digital channels and email. To cater to this group, you need to integrate multilingual voice support technology.
An example is Plivo CX’s voice software, which prompts your customers to choose their preferred language from over 27 supported languages right on the call.
With an integrated programmable IVR, your callers can self-select options for quicker routing, shorter wait times, and faster resolution.

5. Offer language preferences in self-service options
Self-service options include FAQs, knowledge bases, chatbots, AI-powered virtual assistants, and community forums. Your customers must be able to choose their preferred language of interaction on all of these platforms in order to cater to their needs.
Additionally, ensure that automated responses, IVR systems, and in-app customer support are available in multiple languages.

6. Train support agents in cultural sensitivity
Multilingual support should cater to lingua-cultural nuances that affect communication. Otherwise, you risk irking your customers.
For instance, there are certain words or expressions that might be normal in American English but seen as aggressive in British English.
One example is the word “sure.” To an American, it’s simply a means of acknowledgment. But it could come off as passive-aggressive to a non-American.
Train your support reps to understand these nuances and avoid them when speaking with individuals of different cultural backgrounds.
7. Localize knowledge base and FAQs
Language location refers to adapting your website content to a visitor’s regional language based on factors like their browser settings, IP address, or geographical location.
o do this, you first need to translate your knowledge base and FAQs into the different languages you support. You can do this manually or with AI. Then let your web development team handle the transitioning.
This method spares customers the hassle of manually selecting their preferred language. However, you should still offer a visible option on your support pages for them to adjust language preferences if needed.
Deliver modern multilingual support with Plivo CX
Language differences stifle quality support delivery and effective communication.
To help you, Plivo CX offers a multilingual omnichannel support system through its Unified Agent Desktop, OpenAI-powered agentic chatbot, and inclusive voice support to help you overcome these challenges.
We also offer:
- Seamless integrations: Connect Plivo CX with your existing tools, including CRM, ERP, helpdesk, and more.
- Data-driven optimization: Track real-time analytics and generate custom reports to gain insights into customer interactions and agent performance.
- AI-enhanced efficiency: Prioritize urgent tickets, ensure brand consistency, and adapt quickly to changes with AI-powered support.
- Rich communication: Enhance interactions with multimedia support, including images, videos, and documents.
- Increased productivity: Streamline workflows with message templates, internal notes, and skills-based routing.
- Comprehensive features: Leverage call recording, IVR, multi-language support, and robust security features for a complete solution.

SMS Lead Generation: Everything You Need to Get Started
Struggling with SMS lead generation? Learn how Plivo CX's AI-powered SMS marketing helps e-commerce brands drive conversions, automate campaigns & boost ROI.
Let’s be real—getting leads isn’t the problem. Getting them to engage? That’s the real challenge. You can have the best offer, but if your message is not seen, it won’t get results.
The good news is that SMS is breaking through the noise. In fact, 76.2% of consumers say SMS is more effective at generating actions that lead to a purchase than email.
Why? Because texts land directly in your customer’s hands—no spam filters, no distractions, just instant, personal communication.
SMS lead generation is quickly becoming a cornerstone of modern marketing. In this article, we’ll dive into why SMS lead generation is rapidly becoming a must-have for businesses looking to engage, convert, and grow their customer base.
Why SMS is an effective lead generation tool
SMS marketing is a powerful tool for lead generation. It helps businesses build and nurture a qualified audience directly through SMS. Here are some key advantages that make SMS so effective for lead generation:
High open rates & immediate attention
Text messages are almost always read – often within minutes. Studies confirm SMS open rates around 98%, higher than email. The immediate visibility means your lead-gen offers (coupons, event invites, etc.) get seen right away, capturing customer attention in real time.
💡 Pro tip: Time your SMS campaigns strategically—sending messages when customers are most active can increase engagement and conversions.
Direct & personal communication
SMS creates a direct and personal connection between brands and potential customers. With the ability to personalize messages based on customer preferences, past interactions, or purchase history, SMS helps brands build stronger relationships and trust.
Example: "Hi [Name], your favorite moisturizer is back in stock! Shop now before it’s gone: [link]."
💡Pro tip: Use first names, purchase history, or location-based offers to make SMS messages feel even more relevant and personal.
Real-time engagement
SMS enables businesses to engage with customers instantly. This makes SMS a preferred medium for promotions, updates, and limited-time offers. It allows for two-way conversations, where businesses can answer questions and send timely reminders when a lead is most interested.
💡 Pro tip: Use SMS for flash sales or time-sensitive deals—customers are more likely to act quickly when they receive an offer with a clear deadline.
Cost-effective marketing
SMS campaigns are a cost-effective way to engage potential customers and increase sales. With message costs ranging from $0.015 to $0.050 per SMS, businesses can reach large audiences without significant money spent.
Despite the low cost, SMS generates high response rates and a strong return on investment, making it an excellent text message lead generation tool for lead nurturing, promotions, and customer retention. For budget-conscious marketers, SMS offers maximum impact with minimal expense.
Example 1: A boutique clothing store replaces printed discount flyers with SMS promo codes, saving on printing costs while directly reaching active shoppers.
Example 2: Instead of investing in costly retargeting ads, a home décor brand uses SMS flash sale alerts to attract customers for exclusive discounts and limited-time offers
Automation & scalability
With SMS automation, businesses can send messages to thousands of customers efficiently. Automated workflows allow brands to set up welcome messages, abandoned cart reminders, or follow-ups without manual effort.
Whether you’re targeting a small segment or a nationwide audience, SMS can scale to meet your needs
💡 Pro tip: Set up an automated drip campaign to send SMS messages over time. This helps to guide potential customers toward a purchase.
Together, these advantages explain why more businesses are leveraging SMS for lead generation.
Proven SMS techniques for lead generation
You know SMS works—but how do you use it to drive more leads? Here are some tested strategies that top brands rely on to turn texts into conversions.
Offer exclusive content or discounts
People love getting something extra, especially when it feels exclusive. By offering discounts, special deals, or early access to new products via SMS, you create an immediate incentive for customers to respond.
Make sure your offer is time-sensitive to create urgency, which further motivates recipients to act quickly. Phrases like “For you only,” or “Exclusive offer just for our subscribers” can make recipients feel valued and increase the chances of conversion.

Create compelling CTAs for immediate action
Create your SMS messages with a clear, strong call-to-action (CTA) that urges instant response. Since texts are typically read quickly and have a character limit, use that brief moment to spark action.
Pro tip: Use action-oriented language like “Claim your offer now,” “Get started today,” or “Shop while stocks last” to prompt immediate responses.

Lead generation through SMS thrives when your CTA is clear, direct, and compels the recipient to act fast.
Use opt-in keywords and shortcodes
Simplify the process of joining your SMS list through keywords and shortcodes. For instance, you might advert JOIN to 12345 for updates.” This text-to-subscribe approach makes opt-ins instant. A customer sends a one-word text and is automatically added to your campaign.
Example:
A fitness apparel brand wants to grow its SMS list. They advertise:
“Text FIT to 56789 for 15% off your first order and exclusive updates!”
By texting “FIT” to 56789, customers are instantly added to the SMS list. This quick, frictionless opt-in process allows leads to sign up easily with just one text.
Pro tip: Make sure to choose an easy-to-remember keyword related to your campaign (e.g., text SALE, VIP, DEMO, etc.).
Segment your audience for targeted campaigns
One-size-fits-all messaging yields mediocre results. Instead, segment your SMS leads based on factors like demographics, purchasing behavior, and engagement history.
Example:
An online clothing store wants to send targeted offers. They segment their audience into two groups: frequent shoppers and seasonal browsers.
- Frequent shoppers: Receive exclusive offers like “Thanks for being a loyal customer! Enjoy 25% off your next order.”
- Seasonal browsers: Receive a message like “Welcome back! Get 15% off your next purchase, just for you.”
Businesses that segment their SMS campaigns see higher conversion because the messaging is more personalized and on-point.
Utilize SMS automation for timely follow-ups
Don’t rely on manual texting, set up automated SMS workflows that send follow-up messages, reminders, or abandoned cart notifications. These automated texts can remind customers about products they’ve left behind, share additional offers, or provide updates on the status of their orders.
SMS automation ensures no customer is left unattended and helps move prospects down the funnel with well-timed nudges.
Example:
An online home goods store uses SMS automation to follow up with leads.
- Welcome message: As soon as a customer subscribes, they receive an immediate “Welcome! Get 10% off your first order. Shop now!”
- Follow-up offer: If the customer hasn’t made a purchase within two days, they receive a reminder: “Still thinking it over? Here’s 15% off your first order!”
By implementing these techniques, you can steadily grow your list of SMS leads and keep them actively engaged.
Best practices for SMS lead generation
While SMS is powerful, success largely depends on how you use it. Here are some best practices to ensure your SMS lead generation campaigns are effective and well-received:
Personalize and be relevant
Treat SMS leads like individuals, not numbers on a list. Use personalization wherever possible—greet recipients by name and tailor messages to their interests or past interactions.
For example, if you know a customer’s preferred product category, mention it. Personalization shows that your texts are for them, which improves response rates.
In this SMS (image below), they address the customer by name (Elizabeth) and highlight their status as a “Platinum Comfort Crew member.” Personal touches like this make the recipient feel special and valued.

Optimal timing and frequency
A staggering 90% of consumers respond to a text within 30 minutes, which underscores the importance of reaching your audience at the right moment.
To maximize engagement, aim to send texts between 10 AM and 8 PM, avoiding early mornings before 8 AM, late evenings after 9 PM, Mondays, and rush hours. Mid-afternoon often works best.
When it comes to frequency, it’s all about balance. Nearly 60% of smartphone users opt out of a brand’s messages when they feel overwhelmed by too many updates.
Pro tip: Space out your messages and keep them meaningful—aim for one or two valuable texts per week to avoid overwhelming your audience and maintain engagement.
Keep messages concise and clear
SMS has a character limit, which means you must communicate your message clearly and concisely. Your text should get to the point quickly, without any unnecessary fluff.
Focus on one core message in each SMS, whether it's an offer, update, or reminder. Use short, direct language, and avoid long sentences or paragraphs.

For example, instead of saying, “We have a new collection of products that we think you might like, and it’s available on our website,” say, “New collection just dropped! Shop now and get 10% off!”
If more detail is needed, include a link to a mobile-friendly landing page for the lead to learn more.
Track and analyze performance
Treat SMS campaigns like any other marketing effort – track the results and adjust the strategy accordingly. Monitor key metrics such as open rate, click-through rate, response rate, and conversion rate.
Also, pay attention to unsubscribe rates after each SMS campaign. Analyzing these data points will tell you what’s working and what isn’t. You can experiment with A/B testing for different CTAs, message lengths, or timing to see what drives the best results
For instance, you may find that messages sent on Friday evenings receive higher engagement or that one offer generates more conversions than another. Use this insight to refine your approach, perhaps adjusting send times, wording, or segment targeting.
The role of SMS marketing automation in lead generation
Automation simplifies lead generation by handling manual tasks, ensuring no lead slips through the cracks. With SMS marketing automation, businesses can send the right message to the right lead at the right time—without manual effort for each interaction. This makes capturing and nurturing leads easier, faster, and more efficient.
Here’s why SMS automation is so important and how it works:
Key benefits of SMS marketing automation
✅ Instant follow-ups: Automatically send a welcome message as soon as a lead opts in, keeping them engaged from the start.
✅ Personalized offers: Use customer data to send relevant offers, product recommendations, and reminders tailored to their interests.
✅ Higher conversion rates: Schedule automated follow-ups to nurture leads, recover abandoned carts, or re-engage inactive customers.
✅ Timely touchpoints: Ensure leads receive timely updates, promotions, and reminders without manual effort.
✅Scalable communication: With the right SMS lead generation tool, you can manage high volumes of leads with automated workflows. This frees up your team while maintaining consistent outreach.
As a robust omnichannel customer engagement tool, Plivo CX checks all the boxes for a reliable and efficient SMS lead generation platform.
With its user-friendly interface and powerful analytics tools, Plivo CX optimizes your SMS marketing for maximum impact and streamlines your lead generation and conversion process with automation.
As a testament to its efficiency, Deckers Brands found Plivo's queuing system to be a game-changer. Jacob Martine, project manager at Deckers Brands, states,
"With fewer worries about rate limits and batch sizes, our developers face less burden. If we need to send 50,000 messages, we simply send them all—Plivo handles the rest, delivering without us worrying about the process."
Drive more leads with SMS marketing powered by Plivo CX
E-commerce managers face a tough challenge—reaching customers at the right time is harder than ever. Manual campaign management takes too long, and generic messages don’t drive conversions. Without automation and personalization, it’s easy to miss opportunities to connect with potential buyers
Plivo CX is an all-in-one customer engagement platform designed to maximize SMS lead generation results. It brings together real-time delivery, intelligent automation, and data-driven insights so businesses can capture and convert more leads via SMS.
Here’s how Plivo CX can get more leads by elevating your SMS marketing:
- Powerful audience targeting: Build highly focused campaigns by syncing your e-commerce platform data or importing contacts. With the Audiences feature, segment audiences based on purchase behavior, engagement data, and demographics to send highly personalized SMS campaigns.

- Multi-channel engagement: Connect with your customers on their preferred channels—whether it's SMS, MMS, or Email. This increases the chances of meaningful interactions and conversions.
- AI-powered SMS personalization: Use the Copywriter AI to generate compelling, data-driven SMS messages instantly. Fine-tune your messages to resonate with your audience instantly.

- Send messages at the ideal time: Automate and schedule messages to align with optimal timings across different time zones, ensuring they reach customers when they are most likely to engage, maximizing impact.

- E-commerce integrations: Effortlessly connect with e-commerce platforms like Shopify, WooCommerce, BigCommerce, and Magento to personalize and send SMS directly from your e-commerce platforms.
- Track conversions & optimize ROI: Gain valuable insights into what resonates with your audience and continuously optimize your campaigns for maximum ROI.

With Plivo CX’s robust global messaging network covering 220+ countries, businesses can scale their SMS marketing effortlessly, reducing costs by up to 70% while tripling ROI.
Plivo CX users generate an average of $71 for every $1 spent, making it a must-have for data-driven, high-impact SMS campaigns.
Don’t let missed opportunities hold your business back—start driving more leads and conversions today with Plivo CX.

How to Use WhatsApp for Customer Service: A Step-by-Step Guide
Learn how to set up WhatsApp for business, automate responses, and improve customer interactions with Plivo CX.
56% of customers abandon purchases because businesses take too long to respond. That’s more than half of your potential sales lost.
That’s why 69% of users prefer brands that offer WhatsApp as a support option. It’s fast, familiar, and available right where your customers already chat.
In fact, brands like Amazon and Zappos use WhatsApp for fast, hassle-free support. No long wait times, no back-and-forth emails, just quick answers when customers need them.
This guide will show you how to set up WhatsApp for customer service, automate responses, and improve customer satisfaction without increasing costs.
What is WhatsApp Business?
WhatsApp Business is a free and specialized messaging tool that helps SMBs and companies connect with their customers on WhatsApp. It allows businesses to answer questions, send updates, and provide real-time customer support with tools such as quick replies and automated messages.
To understand why WhatsApp Business has become essential for modern customer service, let's examine its key features and how they benefit your business operations.
Features & benefits of WhatsApp for customer service
Now that you understand the powerful features WhatsApp Business offers, let's walk through how to set it up and optimize it for your customer service needs.
How to set up WhatsApp for customer service
Whether you’re a small business just starting out or an established brand, follow these steps to set up your WhatsApp business account and start assisting customers in real time:
1. Create a WhatsApp for business
Start by downloading the WhatsApp Business app from the Play Store or App Store, depending on your device type. Once you’ve done this, sign in with your phone and create your business profile.
The app will guide you through the basic setup where you have you mention your registered business name, its description, contact information, and working hours.
Review the terms of service that includes allowing access to contacts and photos, and fill out the relevant fields.

2. Link your online store and product catalog
After you are done setting up your account, it’s time for customization. This includes the following:
- Profile photo: Use your business’s logo for clarity
- Cover photo: Upload product pictures or customers with your products
- Business description: Briefly describe what your business offers and what sets it apart
- Business category: Select up to three categories to help customers understand your services
- Address: Add your location if you have a storefront
- Email contact: Provide an email option for customers who prefer it
- Website link: Direct customers to your website for more information
- Phone support: Include a contact number if you offer voice support
- Verification badge: Apply for WhatsApp verification to earn the green checkmark
- Product catalog: Display your top products with high-quality images and descriptions
- Collections: Group products into categories for easy browsing
- Business hours: Specify when a live agent is available to respond. Set up automated away messages to inform customers of response times outside these hours

3. Integrate with your existing business framework
Connect WhatsApp with existing business frameworks to track and manage all interactions from a single, centralized system.
For example, when you use an omnichannel customer service platform like Plivo CX, you can seamlessly switch between voice, chat, SMS, and WhatsApp. What’s more, it allows you to integrate custom knowledge bases, including business documents like SOPs, FAQs, and blog posts, enabling your support team to automatically and accurately respond to customer queries.
4. Use automation to handle common questions
You can use AI chatbots from third-party providers or opt for Meta’s Business AI to interact with customers.
However, it’s important to note that WhatsApp’s built-in Business AI is limited. It’s only available in select countries, supports just two languages (English and Spanish), and is restricted to certain businesses. That means many brands can’t entirely rely on it for automated customer support.
Instead, integrating AI chatbots from specialized platforms like Plivo CX offers greater flexibility, broader language support, and advanced automation. With the OpenAI-powered AI agents, you can:
- Converse with a natural human-like tone
- Answer common questions instantly to reduce wait times
- Guide customers to self-service resources like FAQs and order tracking
- Schedule appointments and process simple transactions without human intervention
- Scale support across multiple languages to serve a global audience
5. Send proactive notifications with WhatsApp templates
Using customer service templates saves time and ensures consistent and compliant responses. With WhatsApp, you can create Message Templates to reach out to customers proactively.
However, WhatsApp has strict rules. You must submit templates for approval, and they’re limited to specific topics like account updates, shipping notifications, and issue resolutions. Marketing messages aren’t allowed.
If you use Plivo CX, you can submit templates for approval and send proactive messages directly through WhatsApp.
6. Gather insights through customer feedback
The last and most important step is to track key metrics to measure performance. This helps you identify strengths and spot areas for improvement to refine your customer support.
Most support tools provide detailed reports with visual insights, but if you’re focusing on just a few key metrics, start with:
- Response time: Monitor how quickly your team replies to prevent long wait times
- Resolution time: Track how long it takes to resolve customer issues fully
- Customer satisfaction (CSAT): Gather CSAT scores to understand if customers are happy with your support
- Customer feedback: Actively collect and document feedback to refine your service and better meet customer needs
Best practices of using WhatsApp for customer service
Follow these best practices to ensure quick responses and personalized interactions and get the most from WhatsApp:
Respond quickly
Needless to say, customers expect fast replies. Chatbots provide instant support 24/7, handling common questions and freeing up agents for complex issues. AI-powered assistants can resolve service requests without preprogrammed responses.
To speed up replies, use quick replies or message templates. Always personalize messages and double-check for accuracy before sending.
Use images and videos for clarity
Visuals improve customer support. Share screenshots, product images, or tutorial videos to make solutions clearer. Adding emojis can also make messages more engaging.
Personalize your responses
You can link WhatsApp to your CRM to access customer history and tailor responses. Customers expect agents to have their past interactions on hand, as 70% say they want consistent service across all agents. Avoid frustrating them by ensuring they never have to repeat themselves.
With its unified agent desktop, Plivo CX lets your agents have a complete understanding and context of the problems customers could be experiencing.
Let customers know you’re on WhatsApp
Customers may not reach out if they don’t know you’re available on WhatsApp. Make it easy by:
- Adding a WhatsApp chat button on your website
- Including WhatsApp on your Contact Us page
- Promoting it through newsletters, marketing emails, and social media
Keep customers updated on their orders
Send a confirmation message on WhatsApp as soon as a customer places an order. Include the order number, item details, and estimated processing time.
Share timely updates as the order moves through different shipping stages, such as processing, shipping, or being out for delivery. Provide tracking details and estimated delivery times to keep customers informed.
Gather customer feedback
Encourage customers to share their thoughts on their purchase by sending a quick message on WhatsApp. You can collect feedback in several ways:
- Send a short survey with multiple-choice or rating options
- Ask open-ended questions for detailed responses
- Use quick-reply buttons to make it easier for customers to respond
Offer 24/7 WhatsApp support with Plivo CX
Plivo CX simplifies WhatsApp customer support by offering a feature-rich platform designed for automation, scalability, and ease of use. Whether you’re handling peak volumes, sending order updates, or automating responses, Plivo’s AI agents ensure a smooth experience for both your team and your customers.
Why choose Plivo CX for WhatsApp support?
- Engaging Conversations: Share images, videos, and documents to provide clear and helpful responses
- Scalability: Handle thousands of chats at once, even during high-traffic periods
- Real-time tracking: Get instant delivery reports to monitor message performance
- Faster troubleshooting: Use detailed logs to quickly identify and fix issues
- Multilingual support: Automatically detect and reply in 28 languages
- Efficient messaging: Broadcast updates to multiple customers at once
- Interactive responses: Add quick reply buttons to streamline interactions
- Consistent communication: Use pre-approved message templates for faster responses
Book a demo now to learn more.

A Complete Guide to SMS Appointment Reminders
Increase your appointment attendance and improve booking efficiency with SMS reminders. Automate & personalize appointment reminders to ensure customers never miss an appointment with Plivo CX.
Dealing with missed appointments can be a headache for any business, as it means revenue loss and wasted resources. No-shows in a business are a significant issue across industries like healthcare and salons, where every appointment counts. Missed appointments disrupt business schedules, leave time slots unfilled, and require time-consuming follow-ups.
This is where SMS appointment reminders can make a real difference. With one of the highest engagement rates, SMS ensures that appointment reminder messages reach customers instantly and effectively. Integrating it into your workflow can reduce no-shows, enhance scheduling efficiency, and improve customer satisfaction.
In fact, the U.S. SMS marketing industry is expected to reach $37.45 billion by 2031, signaling the growing importance of SMS in business operations.
In this article, let’s explore why SMS appointment reminders are so effective and how you can simplify your business operations.
Why businesses need SMS appointment reminders
Missed appointments have a significant financial and operational impact on businesses. When customers fail to show up, businesses lose the opportunity to fill those time slots with other paying customers, leading to revenue loss.
This can be especially damaging in industries like healthcare, beauty, and wellness, where each appointment directly translates into revenue. The impact includes:
- Lost revenue: No-shows result in empty time slots, leading to significant income loss, especially in industries like healthcare and beauty.
- Decreased efficiency: Last-minute cancellations create disorganized schedules, leaving staff unproductive.
- Wasted resources: Manually following up with no-shows consumes time and staff resources. This reduces overall business productivity.
Common challenges without SMS appointment reminders
Without SMS appointment reminders, businesses face several operational hurdles that can impact their efficiency and profitability. Here are some of the common issues:
1. Manual follow-ups are time-consuming
Without automated appointment reminders, businesses often rely on staff to manually contact customers to confirm or reschedule appointments.
This process is time-consuming and prone to human error, leading to inconsistent communication and wasted administrative resources.
Pro tip: Automating appointment reminders saves staff time, reduces errors, and allows them to focus on other important tasks.
2. Customers forget appointments due to a lack of reminders
Customers often forget their appointments, which results in more no-shows. This leads to lost revenue and chaos in scheduling for businesses.
Without reminders, customers miss their scheduled times, leaving businesses scrambling to fill the empty slots.
Pro tip: Sending automated reminders well in advance ensures customers are prepared and helps minimize no-shows.
3. Inefficient scheduling leads to wasted resources
When appointments are missed or rescheduled without proper reminders, businesses face scheduling inefficiencies.
Empty time slots or overlapping appointments waste staff time and resources, which could otherwise be used more effectively to serve paying customers.
Pro tip: By reducing cancellations and optimizing schedules with SMS reminders, businesses can ensure resources are used efficiently and staff time is maximized.
How SMS appointment reminders work
SMS appointment reminders are an essential tool for businesses that rely on scheduled appointments.
These reminders help reduce no-shows, simplify operations, and enhance customer satisfaction by providing timely notifications about upcoming appointments.
There are two main types of SMS reminders: Automated and manual.
Automated SMS reminders are more efficient, cost-effective, and scalable than manual ones. They reduce human error, creating a smoother, more reliable workflow for businesses and customers.
How businesses can integrate SMS appointment reminders into their workflow
Integrating SMS appointment reminders into a business’s workflow can simplify operations and improve customer communication. Here's how businesses can get started:
- Step 1: Connect with scheduling software: Link your SMS reminder system with your booking platform to automate reminders when appointments are booked.
- Step 2: Customize reminder messages: Tailor the content of SMS reminders to include customer names, appointment details, and even personalized offers.
- Step 3: Set timing intervals: Choose when your reminders will be sent, such as 24 hours before the appointment and again a few hours before. This helps ensure customers are reminded at the right time.
- Step 4: Track performance: Track the performance of your reminders to fine-tune timing, frequency, and message content for better engagement.
By following these steps, businesses can easily integrate SMS appointment reminders into their workflow, saving time and reducing no-shows.
Key benefits of SMS appointment reminders
SMS appointment reminders are a simple yet effective way to boost operational efficiency. As a case in point, Denver Health sent over 250,000 reminders, achieving a 73% attendance rate for those who received texts compared to 66% for those who didn’t. This shows how SMS reminders can significantly improve appointment attendance.
Here are the key benefits that make SMS reminders essential for modern appointment management:
1. Reduces no-shows
Sending timely SMS reminders before appointments helps customers remember their bookings, significantly reducing the chances of no-shows.
With clear notifications, customers are more likely to confirm or reschedule, ensuring businesses maintain a full schedule and reduce revenue loss.
Pro tip: Send a reminder 24-48 hours before the appointment and a final reminder 1-2 hours before. This two-step approach ensures customers have ample time to confirm or reschedule, reducing last-minute cancellations.
2. Enhances customer experience
SMS reminders provide a quick and convenient way for customers to stay informed about their appointments.
By offering easy-to-read, actionable messages, businesses create a smoother, more enjoyable experience that meets customers' preferences for simplicity and efficiency.
A simple "Reminder: Your appointment is at [Time] on [Date] at [Location]" keeps things straightforward and easy to understand.
3. Optimizes resource allocation
With fewer last-minute cancellations and no-shows, businesses can better plan their resources, such as staffing and equipment, based on actual appointment schedules.
This leads to more effective use of time, fewer idle periods, and improved overall efficiency.
Pro Tip: Analyze no-show patterns and appointment trends to adjust staffing schedules accordingly. For example, if you notice frequent cancellations in the afternoon, consider adjusting shift hours or offering incentives for customers to book in less busy periods.
4. Strengthens customer retention
Regular and reliable communication through SMS reminders helps foster trust and keeps customers engaged.
When customers feel that businesses are organized and attentive, they are more likely to return for future appointments, increasing long-term customer loyalty.
Bonus: Personalize your SMS reminders with the customer's name or a thank-you message for choosing your business. This small gesture can make a big difference in customer loyalty and satisfaction.
5. Boosts revenue & brand reputation
By reducing no-shows and cancellations, SMS reminders directly contribute to higher attendance rates. More customers attending their scheduled appointments translates to increased revenue.
Additionally, a consistent, reliable reminder system strengthens the brand's reputation for professionalism and customer care.
Insight: Consistent reminders allow businesses to highlight promotions or add-on services, increasing revenue opportunities during each appointment.
For e-commerce businesses looking to increase sales using SMS, read our guide on boosting sales with SMS reminders to learn how you can leverage SMS for higher conversions and customer engagement.
Best practices for effective SMS appointment reminders
When crafting SMS appointment reminders, the goal is to make sure your messages are clear, timely, and easy for your customers to act upon. Here are some key strategies to ensure your appointment reminders are effective:
1. Personalize the appointment reminder message
Personalization can significantly improve customer engagement. Addressing customers by name in text messaging reminders makes them feel valued and grabs their attention. 31% of consumers sign up for SMS to receive personalized messages, showing how effective tailored communication can drive better responses.
For example, instead of a generic reminder, try like this:

This personal approach shows customers that you value them, enhancing the overall experience and increasing the likelihood of them showing up.
Pro Tip: Add a personalized detail like past service preferences for an even stronger connection.
Bonus: If you want to improve payment collection processes with SMS, check out our guide on friendly payment reminders via SMS to further enhance your customer communication strategy.
2. Send at the right time
Timing is everything when it comes to appointment reminders. Sending reminders too early or too late can be ineffective, while well-timed reminders ensure better engagement. Here’s when you should send an appointment reminder:
- 24 hours before the appointment: A reminder the day before allows customers enough time to prepare and make adjustments if necessary.
- A few hours before the appointment: A last-minute confirmation reminder serves as a final nudge, ensuring the customer is still committed to the appointment.
- Follow-up messages post-appointment: After the appointment, send a quick thank you or feedback request. You can even encourage them to reschedule if needed, keeping the cycle of engagement alive.
Pro tip: Test different sending times to find what works best for your audience.
3. Provide clear appointment details
Provide all essential appointment details to avoid confusion. Be clear and concise. Include the exact date, time, and location of the appointment.
This helps reduce no-shows due to unclear information. You should also mention what action the customer needs to take, whether it's confirming, rescheduling, or just showing up.
For example:

Bonus tip: Include a map link for your business location to make it easier for customers to find you.
4. Include a CTA
A strong call-to-action (CTA) is essential in your SMS appointment reminders. Make it as easy as possible for your customers to confirm or reschedule their appointments.
Use clear instructions, such as replying with a simple "YES" to confirm or providing a link for rescheduling.
For example:

Pro tip: Use a clickable link for quick confirmation instead of just a phone number.
5. Compliance considerations
When sending SMS reminders, it's crucial to stay compliant with regulations such as the Telephone Consumer Protection Act (TCPA) in the U.S. and the General Data Protection Regulation (GDPR) in Europe.
Always ensure that your customers have opted in to receive text messages from you and provide them with an easy way to opt out. This shows respect for their privacy and helps protect your business from legal issues.
For example:

Bonus tip: Include a brief note explaining why they’re receiving the reminder for full transparency.
By following these best practices, businesses can reduce no-shows and enhance the overall customer experience, making their appointment scheduling process efficient.
Plivo CX, a top-tier omnichannel customer engagement platform, simplifies SMS appointment reminders with automated scheduling, personalized messages, and real-time tracking.
With advanced segmentation and AI-powered insights, businesses can reduce no-shows, optimize scheduling, and enhance customer satisfaction effortlessly.
Maximize appointment reminder efficiency and ROI with Plivo CX
Managing appointments efficiently and minimizing no-shows is crucial for any business. Traditional reminder methods, like phone calls or emails, often fall short and can be time-consuming, leading to missed opportunities and inefficiencies.
With Plivo CX, you can automate SMS appointment reminders that are timely, personalized, and impactful. Whether it’s a reminder 24 hours before an appointment or a last-minute confirmation, SMS appointment reminders ensure your customers are always informed and engaged.
Here’s why Plivo CX is the perfect go-to platform for appointment reminders:
- Customizable audience segmentation: Using the Audiences feature, you can segment your customer base by appointment history, preferences, or other key attributes.
- E-commerce integrations: Connect with e-commerce platforms such as Shopify, BigCommerce, WooCommerce, Magento, and more to send direct appointment reminders from your e-commerce system.
- Craft personalized reminders with Copywriter AI: Use our AI-powered Copywriter AI to generate personalized SMS reminders, tailored to the needs of your customers. Review, refine, and send the perfect message in just minutes.

- Engage with customers at the right moments: With Journeys, you can set up automated SMS reminders based on appointment schedules or customer actions. Plus, Plivo’s no-code interface lets you build and manage these workflows without needing technical expertise.
- Timely and optimized engagement: Schedule your SMS reminders to send before, during, or after the appointment, ensuring they reach customers at the ideal time, even across different time zones.

- Seamless appointment reminders: Automate SMS reminders based on appointment dates, customer behavior, or specific triggers, ensuring timely follow-ups that reduce no-shows.

Businesses using Plivo CX for appointment reminders report an average ROI of $71 for every $1 spent, along with a significant reduction in no-shows and improved scheduling efficiency.
With Plivo’s global carrier network, businesses can reduce SMS marketing costs by up to 70% while enhancing their appointment reminder strategy.
Increase your booking efficiency, improve customer satisfaction, and drive better results with automated SMS reminders from Plivo CX.

7 Examples of SMS feedback surveys (With Templates & Best Practices)
Get actionable feedback fast! Learn the top 7 SMS surveys with free templates, best practices, and a simple tip to automate the entire survey process
Getting customer feedback not only gives you the right insights to improve customer experiences and operations but also brings more credibility to your store.
In fact, 91% of consumers read feedback regularly. So, having a product line with limited reviews becomes the first bottleneck in sales.
To help you avoid such issues and boost operations, we will look at different types of SMS surveys you can run along with best practices for maximum response.
SMS feedback survey types (with sample feedback request message)
The most common types of SMS surveys are:
1. Abandoned cart SMS survey
Abandoned cart SMS surveys give good insights into what's affecting conversion rates in your business.
More than 70% of online shoppers leave products in their carts. These shoppers are high-intent leads, and understanding what's preventing them from making a purchase is valuable data.
To collect this data, you can drop a quick abandoned cart SMS survey with options to choose the reason behind the drop.
Sample abandoned cart SMS survey template:
Hi [Customer Name], [Product name] is waiting in the cart. What's holding you back? Reply 1 for Price, 2 for Long delivery wait time, 3 for Slow checkout, 4 for Just browsing, or 5 for Found Elsewhere.
2. Post-purchase feedback SMS survey
Post-purchase feedback surveys help you assess customers' shopping experience. At least one in five customers drop products due to a complex checkout process.
Conducting these surveys gives you regular insights into the current checkout process and how it can be further improved.
Sample post-purchase feedback SMS survey template:
Thank you for your recent purchase! We'd love your feedback on your checkout experience. Reply with a number: 1 for Smooth, 2 for Slow, or 3 for Poor. Your input helps us improve!
3. Delivery feedback SMS survey
Delivery feedback SMS surveys gather customer feedback on the experience. 88% of US shoppers said that online retailers failed to meet their expectations at least once. Late deliveries are one of their primary frustrations.
Conducting regular delivery feedback SMS surveys and improving the delivery experience is one of the first steps in becoming a trusted eCommerce store.
Sample delivery feedback SMS survey template:
Woohoo! Your product just arrived. Rate the delivery experience! Reply with numbers: 1 for Fast delivery, 2 for Delayed delivery, or 3 for Poor packaging.
4. Product feedback SMS survey
A product feedback SMS survey helps to gather customer opinions about products delivered. It gives actionable data to improve your existing product, de-list the products that are getting poor feedback, and double down on what's catching up with customers.
74% of consumers say it only takes up to three bad experiences with a brand for them to abandon it. So, while customers are willing to give another chance, continuous poor product experience can lead to losing a customer.
In that case, product feedback surveys become a goldmine to keep optimized inventory for products that are hitting a chord with customers.
Sample product feedback SMS survey template:
Hi [Customer Name]! Your order [Product name] got delivered. Earn loyalty points by dropping a quick review: [Review Link].
5. Return and refund process feedback SMS survey
Return and refund process feedback SMS survey helps to identify bottlenecks in your return process.
A Statista survey found that almost 80% of shoppers won't return to shop from a store that doesn't provide a good return experience.
Continuously improving the return process is an integral part of running an eCommerce store. Gathering data from return and refund process feedback SMS surveys is the first step to doing that.
Sample return and refund SMS survey template:
Hi [Customer Name], Thank you for your recent return. On a scale of 1-5 (1=Very Dissatisfied, 5=Very Satisfied), how satisfied were you with the return process? Reply with 1-5.
6. Customer service feedback SMS survey
Customer service feedback SMS surveys are quick surveys sent to customers whenever they interact with customer service. It's a short survey to quickly gather how they would rate the interaction and quality of support they received. Good customer service support is one of the top drivers of customer loyalty.
Tracking these survey numbers will help you identify how many customers are happy with the customer service and if customer support team members require additional training.
Sample customer service feedback SMS survey template:
Hi [Customer Name], thanks for reaching out to [Company Name] support. How helpful was the interaction with our customer service executive? Rate from 1 to 5 (1=Not Helpful, 5=Very Helpful). Reply 1-5.
7. Net promoter score SMS survey
Net Promoter Score (NPS) SMS surveys are a quick way to gather an NPS score. NPS score is a metric used to gauge how likely customers are to recommend your brand to others.
An NPS score higher than 30 indicates that your company is doing great and has far more happy customers than unhappy ones. An NPS over 70 means your customers love you, and your company is generating a lot of positive word-of-mouth from their referrals. The average NPS score for eCommerce brands is 52 in 2024.
While you have multiple metrics to track as an eCommerce brand, an NPS score can be one of the most valuable metrics to work upon.
Sample net promoter score SMS survey template:
Hi [Customer Name], on a scale of 0-10, how likely are you to recommend [Brand Name] to a friend? (0=Not Likely, 10=Very Likely) Reply with your score.
5 Best practices for SMS feedback surveys
Follow these best practices to ensure your surveys get maximum response:
1. Ask one question at a time
Don't overload the survey with multiple questions. Have it within the character limit (160 characters) and with one question at a time. An ideal SMS is one that customers can read on the go.
2. Offer an incentive
Offer incentives to customers for surveys requiring a considerable effort from customers. For instance, giving coupons to customers for writing elaborate reviews helps you in both ways.
You build a credible store and acquire the next order from an existing customer at a relatively low marketing cost.
3. Brand your request
Customers should be able to quickly recognize that the SMS is from your brand. You can add a brand name at the beginning or end of the SMS or send it from a registered branded sender ID.
4. Personalize the message
Include customer name, order number, and product name in the SMS so customers can easily identify which order the survey is about.
5. Send it at the relevant time
Send surveys at the right time within 24-48 hours of the relevant event. The following timing guidelines for different SMS feedback messages will help:
- Abandoned cart: Within two to four hours after abandonment
- Post-purchase: Within one hour of placing order
- Delivery: Within one hour of product delivery
- Product: Within 24 hours of product delivery
- Return and refund: 24 hours after return confirmation
- Customer service: Within one hour of interaction
- Net promoter score: After a purchase
An SMS marketing platform automates the entire process to help you send surveys at the right time based on customer interaction.
Automate the feedback surveys with Plivo CX
Plivo CX simplifies the entire SMS survey processing for eCommerce businesses. Our no-code journey builder feature allows you to run SMS surveys on autopilot. Seamlessly integrate Plivo CX with Shopify and schedule automated SMS surveys using a simple drag-and-drop interface—no coding required.

Plivo CX Journey feature
Apart from the effective SMS survey creation, Plivo CX also supports:
✅Getting customers to opt-in
✅Creating campaigns with in-built templates and AI copywriter
✅Scheduling marketing campaigns with AI assistance
✅Launching ad-hoc campaigns with ease
✅Building reports of campaigns
You get a complete solution that complies with all industry and government regulations. Further, we do not rely on external carriers. Instead, we use our internal premium carrier network that ensures high deliverability.
Our internal premium carrier network enables you to send messages to over 220 countries/territories with higher deliverability for as little as $0.0065. You can easily cut your SMS marketing costs by up to 70%.
Want to run SMS surveys seamlessly? Schedule a demo today to explore the powerful features of Plivo CX.

10 Effective Strategies to Improve Agent Productivity in Customer Support
Discover actionable methods to improve agent productivity in customer support, including AI integration, unified workspaces, and self-service tools.
Your support agents are overwhelmed. High ticket volumes, slow resolutions, and repetitive tasks drain their time and energy. Without the right tools and strategies, productivity nosedives, and so does customer satisfaction.
The challenges are real, but so are the solutions. What if you could cut response times in half? What if your agents had more time to help customers with their tricky problems?
The data backs this up. A company using AI automation can resolve tickets 52% faster. Using AI results in a 37% drop in first response times compared to those without automation.
This guide provides ten practical strategies for boosting agent efficiency, reducing burnout, and improving customer service.
Why do agents struggle with productivity?
With tools like IVR systems, chatbots, and customer support platforms, you’d think agent inefficiency wouldn’t be a problem. Yet, many customers still deal with slow responses and unresolved issues.
Here’s what might be holding them back:
High ticket volumes
Your agents spend too much time answering the same basic questions. Instead of focusing on complex issues, they get stuck handling repetitive requests.
Without automation, ticket queues pile up, leading to longer wait times and frustrated customers.
Lack of proper training
Even the best tools won’t help if agents don’t know how to use them. Many struggle with outdated training programs that don’t prepare them for customer interactions.
Without ongoing coaching, they waste time searching for answers instead of resolving issues quickly.
Disorganized workflows
An inefficient system slows everything down. When agents jump between multiple platforms or manually sort tickets, productivity drops. Poorly structured workflows lead to mistakes, unnecessary escalations, and longer resolution times.
Burnout
The constant pressure to meet performance targets can wear agents down. Long shifts, stressful calls, and unrealistic expectations can also lead to disengagement and high turnover.
This leads to agent burnout, which ultimately impacts productivity. In fact, approximately 59% of call center employees are at risk of burnout, with 28% nearing acute burnout syndrome. And note, replacing a call center employee can cost between $10,000 and $15,000.
10 strategies to improve agent productivity in customer support
To tackle these problems and improve agent productivity, you have to go back to the basics while using expert-recommended measures. Remember, small and targeted improvements can make a big difference.
Here’s how you can help your team work smarter and deliver faster support:
1. Implement AI and automation for repetitive tasks
AI and automation can help your agents work faster and more efficiently. Instead of manually handling every request, they can focus on solving complex issues that need a human touch.
Think about a customer asking for a refund. An AI agent can process the request instantly so that your agent doesn't have to handle the same inquiry repeatedly.
Also, if a customer asks a detailed question, AI can gather relevant information from its training dataset, saving your agents the time they’d waste searching through documents.
The best thing is that advanced AI agents in customer service can detect urgency, like a frustrated customer complaining about a failed payment, and route the ticket to the right agent immediately.
2. Use a centralized knowledge base
Creating a single source of truth for all your knowledge resources makes it easier for agents to find information. This way, they will spend less time hunting for information and will focus on delivering faster, superior support to your customers.
A unified knowledge hub may include FAQs, product manuals, troubleshooting guides, and company policies. This may benefit your agents in the following ways:
- Quick resolutions: Since agents can get information at their fingertips, it can reduce response times and improve metrics like average handling time
- Consistency: All agents provide the same level of service and accurate information that can enhance customer satisfaction
- Faster onboarding: Recruits can learn faster from a well-organized, comprehensive resource
3. Adopt a unified agent workspace
47% of digital workers struggle to find the appropriate information to perform efficiently. An all-in-one agent workspace can solve this problem by bringing everything from customer history and tickets to communication channels into one place.
So, when an agent needs to look at the history of a customer order, instead of digging through emails or asking another team, the unified workspace instantly provides information about order details, past conversations, and resolution options in one dashboard.
4. Use analytics for performance insights
Regularly measuring agent performance metrics can help you quickly identify what’s lacking and create strategies to improve it.
Advanced data and analytics tools can document agent performance and customer service metrics, such as first call resolution, average handling time, and average wait time.
Once you have this information, review it and discuss it with your agents. If necessary, create targeted training sessions to educate agents on proper call center etiquette and strategies. This will motivate agents to do better and deliver better service.
5. Introduce self-service options and tools
Self-service tools, especially AI agents, can significantly improve agent productivity by handling repetitive tasks and reducing ticket volume. Moreover, the majority of respondents in a recent survey indicated they are open to chatting with an AI chatbot first.
AI agents can act as the first point of contact, answering FAQs, assisting with password resets, and helping with order placements.
Instead of agents handling every minor request, these resolve common issues instantly. If a customer needs further assistance, the AI agent connects them to the right human agent, ensuring a smoother workflow.
There are even sales-focused AI agents that can guide customers through the shopping process and offer product recommendations based on browsing history or past purchases.
For example, H&M’s chatbot asks users about their style preferences to suggest matching outfits. This can significantly reduce the burden on the sales team while improving conversions.
6. Establish clear expectations
Now, let’s come to the granular level of tackling productivity management in customer service. A classic move—setting clear and specific expectations will alert agents to meet their goals. This will also allow agents to plan and manage their time while completing daily tasks.
Without clearly defined expectations, agents may be confused or even get distracted by unnecessary tasks.
For this, you can use KPIs to set goals for your agents that may include:
- Average handle time
- First reply time
- First contact resolution rate
- Number of tickets handled per hour
- Customer satisfaction score
7. Provide continuous learning and upskilling
Well-trained agents work faster, make fewer mistakes, and provide better customer service. A lack of proper training can make the agents confused and overwhelmed, unable to manage interactions as they should.
Highly skilled agents are more likely to feel confident and engaged in their roles, resulting in higher job satisfaction. You can utilize Interactive training methods, like role-playing or real-time feedback, to prepare agents for real-world scenarios.
8. Empower agents with decision-making autonomy
Working in a contact center can become monotonous. Agents usually follow a set system of responses and processes that can make them feel repetitive and lethargic.
You can turn this around by giving your agents a certain degree of autonomy and some leeway to make independent decisions. This can feel empowering and can boost their productivity to a huge extent.
9. Gather and implement agent feedback
We all want to feel valued and heard. Periodic surveys collecting agent feedback sends a good message. This can also bridge the gap between management and customer service team members.
These surveys can generate many new ideas and act as quality control for customer service teams during times of high agent turnover. In most cases, agent feedback can identify problems early before an internal problem gets out of control.
10. Promote work-life balance
According to The Hartford, 63 % of employees report that their overall health and wellness impact their productivity at work. Prioritizing agent well-being leads to higher job satisfaction and efficiency.
Consider the following actions:
- Offer regular breaks: Short, frequent pauses help maintain focus and reduce stress
- Keep work schedules flexible: Allowing your team to adjust their working hours can help them manage personal commitments and reduce stress
- Manageable workloads: Distribute tasks evenly to avoid overwhelming your agents
Focusing on these areas creates a positive environment where agents remain engaged and productive.
Improve agent productivity with Plivo CX
Plivo CX is an AI-driven omnichannel customer service platform that can offer the right support to your agents to amplify their productivity. It integrates seamlessly with your existing systems to provide accurate and context-aware responses.
Key features include:
- Unified agent desktop: Provides a single interface where agents can manage all communication channels—such as voice, SMS, MMS, email, and WhatsApp—streamlining workflows and giving agents full context to resolve issues faster.
- System integration: Connects effortlessly with CRM, billing, ticketing systems, and knowledge bases for precise responses
- Specialized AI agents: Tailored for sales, customer engagement, retention, and support
- Self-service chatbot: Powered by OpenAI, the chatbot offers 24/7 support, automating responses to common customer queries across multiple channels. It can handle up to 70% of inquiries, freeing agents for more complex tasks.
- Personalized interactions: The AI leverages customer data and interaction history (via integrations with tools like Salesforce or Zendesk) to provide tailored replies, boosting engagement and support quality.
- Automated workflows: Automates tasks like ticket routing, follow-up messages, or proactive notifications (e.g., order updates, appointment reminders), enhancing engagement and retention.
- Intelligent Escalation: When the AI can’t resolve an issue, it seamlessly escalates the conversation to a human agent, attaching detailed notes about the interaction. This ensures continuity and reduces resolution time.
- Compliance and security: Meets SOC 2 and GDPR standards for secure customer interactions
Book a demo now to learn more.

What is a landline number?
Understand what a landline number is, its role, types, and reliable benefits. Learn about modern VoIP alternatives and their advantages. Click to know more!
What is a landline number? A landline number is tied to a fixed-line network, like traditional home or office phones. It connects to the Public Switched Telephone Network (PSTN) using physical cables to transmit voice communication, unlike mobile phones that rely on radio signals and cell towers.
For businesses, landlines offer clear call quality and reliable emergency services. However, with mobile phones and internet-based calling on the rise, understanding the pros and cons of landlines is essential in today’s communication landscape.
How do landline numbers function?
What is a landline number, and how does it work in practice? While landlines may seem dated in a world dominated by mobile phones and VoIP systems, they remain highly reliable. Here’s a breakdown of how they function:
- Voice Transmission: When you make a call on a landline, your voice is converted into electrical signals, which travel over the physical wires (copper or fiber optic cables) to reach the recipient. This conversion ensures that the voice remains clear and intelligible, unaffected by issues like weak signal strength.
- The PSTN: The landline’s connection to the Public Switched Telephone Network (PSTN) ensures that the voice data is transmitted through a network of switches and cables, allowing communication between different locations globally. This network has been the backbone of telecommunication for over a century, providing a stable, reliable way for people to connect with one another.
- Direct and dependable: Landlines are still known for their dependability. Unlike mobile phones, which rely on the health of the cellular network or internet connection, landlines can function even when there are power outages, making them a preferred choice for businesses that need constant availability. In fact, during natural disasters or widespread service disruptions, landline numbers can be the only means of communication, offering a direct and often uninterrupted line to emergency services.
What are the different types of landline numbers?
Landline numbers, though simple in concept, come with various configurations and use cases that influence how businesses and individuals interact with them:
- Geographical area codes: Landline numbers are typically associated with a specific geographical location. Area codes identify a specific region, helping both businesses and individuals establish a local presence. For businesses, a local area code can foster a sense of community and trust with customers.
- Local numbers: These are landline numbers assigned to a particular area. They are the most common type of landline number and are often preferred for personal communication. However, for businesses, this can sometimes be limiting, as it ties the business to a specific location.
- Toll-free numbers: Toll-free numbers (e.g., 800, 888, 877) offer businesses the opportunity to provide a cost-free way for customers to reach them. While local numbers are tied to a specific area, toll-free numbers are not, making them ideal for companies that operate across multiple regions or need to present a nationwide presence. However, they can come with higher maintenance costs, which can be a consideration when planning your communication strategy.
- Vanity numbers: These are customizable numbers that spell out a word, name, or acronym related to the business. For example, 1-800-FLOWERS or 1-800-PAINTING. Vanity numbers are not only memorable but can also enhance branding efforts, providing easy recall for customers.
What are the main benefits of landline numbers?
Despite the growing dominance of mobile and VoIP technologies, landlines still hold a strong position for certain use cases, especially in business environments. Let’s explore some of the key advantages:
Reliable Call Quality:
- Landline calls offer superior audio quality compared to mobile or internet-based communication.
- They are unaffected by network congestion, weak signals, or interference.
- Ideal for high-stakes communication, such as customer support, emergency response, or confidential discussions.
Emergency Services:
- Landlines are the most reliable option during emergencies.
- They operate through the PSTN and remain functional even during power outages.
- Essential for industries like hospitals and emergency services, where accessibility is critical during crises.
Enhanced Security:
- Landlines provide a more secure communication option.
- They are less vulnerable to hacking or eavesdropping compared to mobile or internet-based methods.
- Ideal for handling sensitive or confidential information.
What are the downsides of using landline numbers?
However, despite their advantages, landline numbers come with limitations, particularly as businesses look for more flexible and scalable communication solutions:
- Limited Mobility:
- Landlines are fixed-location services, tying you to a specific place.
- This lack of mobility is a significant drawback for businesses with remote or traveling employees.
- Unlike mobile phones or internet-based communication systems, landline numbers cannot be used on the go.
- Higher Maintenance Costs:
- Traditional landline services often incur higher maintenance costs than newer technologies.
- These costs include maintaining physical infrastructure and paying for long-distance calls.
- Businesses with nationwide or international operations may face especially high costs.
- Declining Usage:
- Landline usage is decreasing due to the rise of mobile phones, internet-based communication, and VoIP solutions.
- Businesses and consumers are opting for more flexible and feature-rich alternatives.
- This trend makes it harder to justify the costs of investing in or maintaining landline connections.
How are landline numbers formatted?
Landline numbers, like any other phone numbers, must follow a specific format to ensure proper routing and connection. This includes several key components:
Country Code:
- Each country has a unique country code to distinguish it from others.
- Example: The United States uses the country code +1, while the UK uses +44, and India uses +91.
- When dialing internationally, the country code ensures the call is routed to the correct nation.
Area Code:
- An area code identifies a specific geographic region within a country, which is essential for routing calls accurately.
- Example: In the US, 212 is the area code for Manhattan, New York, while 408 covers parts of California, including San Jose.
- Area codes are particularly important for businesses operating in specific regions to establish a local presence.
Phone Number:
- The phone number is the unique identifier for the recipient within the specified area and can vary in length by country and region.
- Example: In India, a landline number in Delhi might look like 011-12345678, while in the UK, a London number could be 020-12345678.
E.164 Format:
- For international calls, phone numbers are standardized in the E.164 format, which includes the country code, area code, and local number without spaces or dashes.
- Example: A US number would appear as +14155552671 in E.164 format, ensuring global compatibility for dialing.
National Dialing Formats:
- Some countries use unique national dialing formats when calling locally or regionally.
- Example: In the US, local calls within the same area code might only require dialing the 7-digit number, while in India, dialing ‘0’ before the area code (e.g., 011-12345678) is mandatory for national calls outside the area.
How do modern alternatives like VoIP compare to landlines?
What is a landline number compared to modern technologies like VoIP? While landlines are reliable, they lack the flexibility and features of VoIP. As the drawbacks of traditional landline numbers become more apparent, many businesses are turning to Voice over Internet Protocol (VoIP) technology.
VoIP offers a far more flexible and scalable solution for modern businesses, providing a host of features not available on landlines.
- What is VoIP technology? VoIP uses the Internet to make voice calls, allowing users to connect through various devices such as smartphones, laptops, or desktops. This flexibility provides businesses with greater mobility than the static nature of landline phones.
- What are the advantages of VoIP? VoIP offers several advantages, such as lower operational costs, enhanced features like text messaging, and integrations with other business tools like CRM systems. Unlike traditional landlines, VoIP solutions can scale with your business needs, offering everything from voicemail and call forwarding to SMS and voice messaging.
- How do VoIP and landlines compare? VoIP systems have a clear edge over traditional landlines when it comes to flexibility and cost-effectiveness. VoIP is designed to support multiple features, such as instant messaging, auto-replies, and call transcriptions, which are increasingly necessary in today’s fast-paced, customer-centric world.
This is where Plivo’s Voice API comes into play. By integrating Plivo's Voice API into your communication systems, you can bring the power of cloud-based calling to your business, leveraging advanced features that landlines simply cannot match.
Can VoIP be the right replacement?
For businesses looking to move beyond the limitations of traditional landlines, VoIP (Voice over Internet Protocol) provides a flexible and cost-effective way to handle voice communication. By enabling calls over the internet, VoIP eliminates the need for physical phone lines and supports modern communication needs.
How Plivo Supports VoIP Integration
Plivo offers simple tools to integrate VoIP capabilities into your applications using Mobile SDKs (iOS/Android) and Browser SDKs. These tools allow businesses to create reliable voice solutions tailored to their specific needs.
Key Benefits of Plivo’s VoIP Solutions:
Global Reach:
- Make and receive calls in over 200 countries without worrying about high international calling costs.
- Connect with any phone number, app, or browser, ensuring you can reach customers and teams anywhere.
Flexible Call Handling:
- Route calls efficiently with features like multilevel IVR, call forwarding, and call queues.
- Support team collaboration through call conferencing and multiparty calls.
Simple Integration:
- Add VoIP calling directly into your apps using Plivo’s SDKs.
- Enable smooth communication for tasks like customer support, team meetings, or healthcare consultations.
Additional Features:
- Voicemail with transcription ensures important messages are not missed.
- Use caller ID customization to present a local presence when communicating globally.
Why Consider VoIP?
VoIP solves many of the challenges associated with landlines:
- It doesn’t rely on physical infrastructure, reducing setup and maintenance costs.
- It supports remote work and mobile communication, making it ideal for distributed teams.
- Businesses can easily scale their communication systems as they grow.
Practical Use Cases for Plivo’s VoIP Tools:
- Customer Support:
- Replace landlines with a VoIP system to route calls effectively, minimize wait times, and provide a better customer experience.
- Remote Work:
- Allow employees to make and receive work calls on their mobile phones or computers, keeping teams connected wherever they are.
- Cost-Effective International Calls:
- Connect with global clients and partners at a fraction of the cost of traditional long-distance calling.
Discover how Plivo’s VoIP solutions can simplify your communication needs, reduce costs, and enhance flexibility for your business. Get started now or contact our team to explore how VoIP can work f

What to know about 6-digit phone numbers
Discover the benefits of using a 6 digit code for SMS marketing and alerts. Understand compliance, opt-in requirements, and leasing options. Start boosting your business communications today!

For businesses seeking a more efficient and effective way to connect with customers, SMS short codes offer a powerful solution. These 6-digit numbers simplify communication, making it easier to send messages that capture attention and drive action.
Unlike traditional 10-digit phone numbers, short codes are easy to recognize, quick to use, and perfect for high-volume messaging. Customers can effortlessly opt-in to receive promotions, updates, and alerts without the hassle of entering long phone numbers.
While there is a cost associated with leasing a short code, the return on investment is often significant, with higher engagement and conversion rates. In this blog, we’ll explore how 6-digit short codes work, why they’re so effective, and how they can enhance your customer communications.
What are 6-digit phone numbers?
Short codes, introduced by wireless carriers in 2003, were designed to meet the growing demand for efficient mass messaging. They are 6-digit numbers specifically built for high-throughput, application-to-person (A2P) messaging, making them ideal for sending critical, time-sensitive updates like authentication codes, alerts, and promotional notifications. Unlike traditional 10-digit long codes, short codes offer:
- Faster delivery: Thousands of messages can be sent per second.
- Better prioritization: Carriers prioritize short codes, ensuring high deliverability for important updates.
- Simplified user experience: Their shorter format makes them easier to recognize and remember.
How are 6-digit numbers used?
The versatility of short codes extends across multiple industries. Here are some key applications:
Retail and E-commerce:
Businesses use short codes to announce flash sales, send discount codes, and share product updates.
Examples:
“Text DEAL20 to 123456 to get 20% off your purchase today!”
“FLASH SALE! Text SALE to 654321 for exclusive early access to our 50% off deals.”
“Sign up for SMS alerts by texting VIP to 456789 and receive free shipping on your next order.”
Healthcare:
Appointment reminders, public health notifications, and patient engagement campaigns are made seamless with short codes. Enhance patient experiences and rapport by improving healthcare communication, reducing appointment no-shows with SMS alerts, delivering time-critical emergency health services, and optimizing public health campaigns.
Examples:
- “Your appointment with Dr. Smith is scheduled for tomorrow at 3:00 PM. Reply YES to confirm or RESCHEDULE to change.”
- “Public Health Alert: Flu vaccine clinics now open. Text VACCINE to 789123 for locations near you.”
- “Reminder: Please fast for 12 hours before your blood test tomorrow at 8:00 AM. Questions? Text HELP to 987654.”
Finance and security:
Banks and financial institutions rely on short codes for two-factor authentication (2FA) and account activity alerts.
Examples:
- “Your account balance is $1,234.56. For more details, text INFO to 123123.”
- “Your one-time verification code is 876543. It will expire in 5 minutes.”
- “Alert: A transaction of $500 was made on your credit card ending in 1234. Text FRAUD to 456123 if this wasn’t you.”
Logistics and transportation:
Ridesharing services and courier companies use short codes for real-time updates, such as delivery status and driver notifications.
Examples:
“Your package will arrive today between 1 PM and 3 PM. Track it here: [link].”
“Driver Alex is 5 minutes away in a blue Toyota Camry. Text SUPPORT to 654987 if you need help.”
“Your ride to JFK Airport is confirmed. Driver John will arrive at 6:15 PM. Reply CANCEL to cancel.”
What are the advantages of 6-digit numbers?
Short codes offer many distinct advantages over traditional communication methods, revolutionizing how businesses connect with their audience. Their efficiency, reliability, and user-friendly nature make them a preferred choice for high-volume messaging campaigns. Here's a detailed breakdown of their unique benefits:
High throughput:
Short codes support the dispatch of many messages per second, a critical feature for businesses managing large-scale campaigns. Plivo’s SMS API takes this further by providing a throughput of 100 messages per second for short codes with room for scalability.

Improved deliverability:
Messages sent via short codes are prioritized by carriers, reducing the likelihood of being filtered as spam. This ensures critical notifications, such as system outages or payment confirmations, are received promptly.
Memorability and branding:
Vanity short codes (e.g., “PLIVO” or 75486) reinforce brand recognition while simplifying the user experience. Plivo’s API supports vanity short codes, ensuring seamless integration with your branding strategy.
Compliance:
Short codes are inherently TCPA-compliant when used correctly. Plivo’s opt-out handling and real-time redaction tools simplify adherence to regulations, protecting your brand from legal pitfalls.
Compliance and opt-in requirements
Navigating the regulatory landscape is crucial for any business utilizing short codes. Under the Telephone Consumer Protection Act (TCPA), explicit customer consent is required before sending promotional messages. This is typically achieved through keyword opt-ins, such as:
- A customer texting “SUBSCRIBE” to your short code.
- The customer’s agreement to your terms of communication.
Plivo’s compliance features:
- Built-in opt-out management, ensuring recipient requests like “STOP” or “UNSUBSCRIBE” are processed automatically.
- Detailed documentation and support to guide businesses through TCPA and CTIA compliance requirements.
Types of short codes
When choosing a short code, businesses must decide between two options:
Random short codes:
Carriers assign these codes sequences of numbers provided by wireless carriers, offering businesses a cost-effective option for high-volume messaging. These codes are chosen at random, without input from the business, which makes them less personalized compared to vanity short codes.
However, their functionality remains identical, making them an excellent choice for businesses where branding isn’t the primary focus, but reliable and efficient messaging is. For example, a logistics company sending delivery notifications or a healthcare provider sharing appointment reminders may prioritize the affordability and utility of a random short code over the memorability of a vanity code.
Random short codes deliver the same performance benefits, such as high throughput and carrier prioritization, without the added expense of customization.
Vanity short codes
Vanity short codes are fully customizable 6-digit numbers that allow businesses to align their messaging strategy with their brand identity. These codes are typically chosen to spell out a word or phrase associated with the business, like “PLIVO” (75486), making them highly memorable for customers. The customization not only aids in recall but also builds trust and credibility by reinforcing the brand every time the code is used.
While vanity short codes are more expensive than random ones, their value lies in their ability to create a cohesive and recognizable brand experience. For instance, a retailer running nationwide loyalty programs or a media company promoting a recurring event might find the investment worthwhile to maintain a strong brand presence in every interaction.
Since the industry-wide discontinuation of shared short codes due to security concerns, dedicated short codes—whether random or vanity—have become the norm. These provide businesses with exclusive use of their short code, ensuring messages are not only delivered but also free from the risks of being flagged or associated with other entities.
How to lease and acquire a 6-digit phone number?
Leasing a short code involves navigating carrier requirements and compliance approvals. The process includes:
- Selecting a random or vanity short code based on your goals and budget.
- Completing carrier documentation, including details on message types and compliance measures.
- Testing and launching your campaigns.
This process can seem complex, but Plivo makes managing short codes effortless by providing end-to-end support, from application submission to campaign setup. With over a decade of experience, Plivo helps businesses go live with their short codes quickly and efficiently.
Integrating short codes with an SMS API
The true power of short codes lies in their integration with Plivo’s SMS API. APIs automate messaging, provide real-time analytics, and enhance scalability.
Plivo’s SMS API delivers:
- Global reach: Seamless communication across borders.
- Unicode support: Allowing businesses to send multilingual messages, including emojis.
- Message concatenation: Ensuring long messages are delivered as intended, regardless of character limits.
These advanced features enable businesses to elevate their communication strategies while maintaining operational efficiency.
Elevating communication with Plivo and short codes
Short codes are a critical asset for businesses aiming to engage customers effectively and securely. By integrating short codes with a platform like Plivo, businesses gain access to advanced features, expert guidance, and unparalleled reliability.
From financial institutions ensuring secure transactions to retailers driving loyalty campaigns, Plivo empowers organizations to maximize the impact of their messaging.
With dedicated support and cutting-edge API solutions, Plivo is your partner in creating meaningful customer connections.
Ready to take your messaging strategy to the next level? Discover how Plivo can simplify short code integration and help your business deliver impactful, reliable communication. Connect with Plivo today to unlock a smarter way to engage your audience.

Text message scams: How to identify a fake text message
Spot scam text messages: Look for unsolicited urgent requests, bad grammar, and strange numbers. Protect yourself—block and report scams now!
Text message scams, or smishing, are becoming increasingly sophisticated, making it harder to tell if a message is real or fake. More than 3.5 billion phone users receive spam text messages that trick individuals into sharing sensitive information, such as credit card details, social security numbers, and banking credentials.
While many think they can spot a scam from a mile away. But, in reality, only less than 35% of the population knows what smishing is. These fraudulent messages can look shockingly legitimate.
In this post, we’ll show you how to identify a fake text message, and provide tips on how to protect yourself.
What is smishing?
Smishing is a form of phishing conducted via text messages. These fraudulent SMS attempts often appear to come from trusted entities—your bank, government agencies, even friends or family—convincing you to share private information or click on malicious links.
The goal of smishing is to steal your sensitive data or install malicious software on your device. These texts often play on emotions, like urgency or fear, to prompt quick action.
What are some common traits of scam text messages?
- Unsolicited texts from unknown or spoofed numbers
A typical characteristic of a scam text is that it comes from an unfamiliar number. While legitimate businesses use shortcodes or toll-free numbers, scammers often spoof these to make the text appear trustworthy. If you receive a text from a random, long-numbered, or suspicious source, take extra caution. - Urgent requests or alarming content
Fake texts often claim urgent issues like unauthorized bank transactions, problems with accounts, or family emergencies that require immediate action. Scammers know that stress and fear can cloud your judgment, so they pressure you into taking quick, unthought-out actions. - Strange grammar or formatting
Look for signs like spelling errors, awkward phrasing, or inconsistent formatting. Real businesses take care in crafting their messages, while scammers might rush or use poor language to disguise their intentions.
What are the common types of text message scams?
Understanding the types of scams is key to recognizing them before it’s too late. Here are a few common examples:
- Missed delivery notifications
You might receive a text claiming that a package was undeliverable and prompting you to visit a suspicious website or call a fake customer service number. - Prize or sweepstakes notifications
A scammer might tell you that you’ve won a prize but need to pay a fee or provide personal details to claim it. Be especially wary if you’ve never entered any contests. - Bank account closure threats
Scammers pretending to be from your bank may warn that your account is about to be locked unless you take action immediately. These texts often include fake links or phone numbers to collect your login details. - Subscription service payment failures
If you receive a text claiming a failed payment for a service you use, be cautious. Scammers use this tactic to extract payment information or prompt you to visit malicious websites.
How do scammers use text messages?

Scammers typically rely on tactics that mimic trusted brands or entities to trick victims into responding. These tactics include:
- Impersonating reputable companies or individuals: Scammers may pose as well-known organizations like your bank, delivery services, or government agencies to gain your trust.
- Spoofing phone numbers: By making it appear as though a trusted number is sending the message, they increase the likelihood of you believing the scam.
- Social engineering: Scammers tailor their messages to seem more believable using information gathered from previous data breaches or public sources.
- Unsolicited messages with suspicious links or requests
Unsolicited messages containing unexpected links or requests should always be approached with caution. Pay attention to details like URLs that closely mimic legitimate domains but include slight variations, such as additional characters or unfamiliar extensions.
Avoid clicking on links in these messages. Instead, verify the authenticity by directly visiting the organization's website through a trusted search engine or contacting them via official channels.
How to identify scam text messages?

What protective measures can you take against text scams?
To avoid falling victim to smishing attacks, follow these protective steps:
- Avoid responding to suspicious texts
Don’t engage with any message you suspect to be a scam. Even responding with “STOP” or “REMOVE” may confirm to the scammer that your number is active, leading to more fraudulent attempts. - Block spam numbers
If you receive a suspicious text, block the number immediately. Your phone’s settings or mobile provider’s app will usually allow you to do this. - Use Plivo’s SMS API for secure communication
For businesses, one of the best ways to prevent smishing and safeguard your business communication is by using Plivo’s SMS API fraud shield to ensure safe and secure messaging. Plivo offers robust tools for verifying customer phone numbers, authenticating accounts, and detecting fraudulent activity.
Plivo’s API helps prevent spoofing and ensures that your SMS communication is secure, reducing the risk of text scams for your business and customers.
How to report and address text message scams?
If you receive a text that you suspect to be a scam, take action:
- Forward suspicious texts to 7726 (SPAM)
Reporting suspicious messages helps your mobile carrier investigate the issue and block potential scammers from reaching others. - Report scams to the FTC or local authorities
You can also report smishing attempts to the Federal Trade Commission (FTC) or local authorities to help them track down scammers and prevent further fraud. - Prevent future scams with Plivo’s Features
With Plivo’s advanced fraud protection tools, you can further safeguard your messaging systems against fraud and ensure your business communication remains secure. Whether you’re sending out SMS for customer notifications, marketing campaigns, or authentication, Plivo ensures that your messages are delivered securely to legitimate users.
How does Plivo’s SMS API help prevent text scams?
Plivo’s SMS API provides several key features that make it a strong ally in combating smishing scams and other forms of fraudulent SMS messaging:
- Two-Factor Authentication (2FA): Plivo allows businesses to integrate two-factor authentication into their SMS workflows easily. By adding an additional layer of security through 2FA, businesses can ensure that only authorized users can access accounts or make changes, protecting sensitive data and reducing the risk of account takeovers.
- Verified sender IDs and number masking: One of the most common tactics used by scammers is number spoofing, where they fake the sender's number to appear as if the text message is coming from a trusted entity, such as a bank or government agency.
Plivo’s verified sender ID feature helps businesses establish legitimate communication with their customers by confirming that the sender's number is genuine and trusted. This greatly reduces the chances of impersonation and increases trust in the messaging process.
- Message authentication and validation: Plivo’s platform has built-in tools to ensure the integrity of the messages you send. Through features like SMS sender verification, businesses can confirm that messages are coming from authentic, authorized senders and are not altered in transit.
Additionally, Plivo allows for real-time monitoring and validation of message content to ensure that no fraudulent links or suspicious content are included in communications.
- Advanced fraud detection and prevention: Plivo’s Fraud Shield provides robust protection against SMS fraud, including smishing and account token takeover, through real-time monitoring and proactive safeguards.
It offers Geo permissions to block unauthorized destinations, avoiding unnecessary charges, and Fraud thresholds to set hourly message limits for approved countries, with alerts for suspicious activity.
Operating at the subaccount level, Fraud Shield ensures flexible, consistent security across your messaging operations, empowering businesses to safeguard SMS traffic, reduce risks, and maintain customer trust.
- Spam filtering: Plivo’s robust spam filters can automatically block incoming text messages that come from known spam sources or contain malicious content. By implementing these filters, businesses can protect themselves from receiving fraudulent texts and can also improve the quality of the messages that get through to their customers.
- Compliance and security monitoring: For businesses sending bulk SMS messages, staying compliant with regulations such as TCPA (Telephone Consumer Protection Act) and GDPR (General Data Protection Regulation) is crucial.
Plivo’s compliance features help businesses align with these regulations by offering tools to capture and store opt-ins, manage subscriber consent, and track message delivery and responses.
Protect your communications and keep your business secure from smishing attacks. Discover how Plivo’s trusted solutions can safeguard your messages and build lasting customer trust. Get started today!
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