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Featured

What is SMS Pumping: Plivo’s Quick Guide

Jan 8, 2024
7 mins

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

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

What is SMS pumping?

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

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

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

Real-World Impact: The Twitter Case

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

How does SMS pumping work?

The process typically unfolds as follows:

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

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

Signs Your Business Might Be a Target

Be vigilant if you notice:

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

Preventive Measures: Safeguarding Your Business

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

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

Plivo’s Solutions to SMS Pumping

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

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

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

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Jun 19, 2025
5 mins

RCS Marketing 101: Your Complete Guide

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

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

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

Rich communication services (RCS) makes that possible.

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

What is RCS marketing? 

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

A user on Reddit summed up this perfectly:

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

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

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

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

RCS vs. SMS marketing: A quick comparison

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

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

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

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

4 key benefits of RCS marketing

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

Here are its four key benefits.

1. Improved user interaction

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

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

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

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

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

2. Consistent brand experience

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

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

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

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

3. In-depth analytics

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

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

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

4. Higher conversion potential

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

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

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

5 major use cases of RCS marketing

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

1. Product promotions

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

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

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

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

2. Abandoned cart reminders

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

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

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

3. Appointment confirmations and reminders

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

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

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

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

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

4. Customer surveys and feedback

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

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

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

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

5. Customer support follow-ups

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

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

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

RCS marketing myths and realities

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

Myth 1: RCS marketing is too expensive

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

But cost alone doesn’t tell the full story.

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

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

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

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

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

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

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

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

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

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

Why choose Plivo for your RCS marketing needs

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

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

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

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

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

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

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

Jun 19, 2025
5 mins

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

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

Your customers are on WhatsApp but are your agents?

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

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

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

What is a WhatsApp AI agent?

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

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

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

What you need before setting up your agent

To go live with a WhatsApp agent, you need:

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

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

Optional but recommended integrations:

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

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

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

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

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

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

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

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

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

The goal is to build a WhatsApp AI agent that:

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

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

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

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

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

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

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

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

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

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

Depending on the customer’s reply:

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

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

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

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

Depending on the customer’s reply:

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

Step #3: Train your agent with AI

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

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

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

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

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

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

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

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

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

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

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

Plivo’s real-time dashboard lets you:

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

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

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

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

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

Plivo is purpose-built for WhatsApp AI agent deployment

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

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

Automate outcomes with WhatsApp agent setup in Plivo

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

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

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

Ready to get started? Request a free trial today!

Jun 19, 2025
5 mins

The Definitive Guide to Automating WhatsApp for Business

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

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

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

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

This is where WhatsApp automation steps in.

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

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

What is WhatsApp automation?

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

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

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

With WhatsApp business automation, you can:

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

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

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

Key benefits of WhatsApp automation

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

Reduce manual workloads and response times

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

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

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

Result: Faster response times and more efficient workflows.

Increases the scalability of customer interactions

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

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

Enhances customer experience through personalization

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

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

End result: Higher customer satisfaction and increased loyalty.

Cost-effectiveness compared to manual processes

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

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

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

5  popular use cases of WhatsApp automation across industries

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

1. Customer support

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

Example messages:

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

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

2. E-commerce operations

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

Example messages:

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

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

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

3.Marketing and lead nurturing

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

Example messages:

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

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

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

4.Event management and invitations

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

5.Appointment scheduling and reminders

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

Example messages:

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

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

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

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

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

Step 1: Define your use cases and goals

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

Set clear, measurable goals like: 

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

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

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

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

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

Step 2: Choose the right WhatsApp business API provider

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

  • Robust CRM integrations
  • Audience segmentation
  • Flexible automation workflows

These capabilities simplify your communication and scale your efforts efficiently.

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

With smart tagging and grouping, you can:

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

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

Step 3: Set up your WhatsApp business account

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

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

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

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

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

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

Step 4: Create and submit message templates

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

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

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

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

Step 5: Build automation workflows

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

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

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

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

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

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

Step 6: Test, launch, and optimize

Start with a pilot campaign to ensure everything runs smoothly.

Track key metrics:

  • Response time
  • Open rate
  • Conversion rate

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

Best practices for WhatsApp automation 

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

Tips for optimizing messaging frequency and timing

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

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

Leverage data analytics for campaign performance 

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

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

Compliance and customer privacy protection

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

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

Enhance customer communication with Plivo’s AI WhatsApp automation

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

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

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

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

Here’s how Plivo can enhance your customer communication:

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

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

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

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

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Aug 19, 2021
5 mins

How to Build a Call Forwarding App in .NET with ASP.NET MVC and Plivo

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

.NET SDK
Voice API
How To
Call Forwarding

Businesses use call forwarding all the time to route incoming calls to available agents, extensions, or departments that cater to the caller’s needs. Creating a call forwarding app is simple when you use Plivo’s Dotnet SDK. This guide shows you how to receive incoming calls on Plivo numbers and manage the call flow once a call reaches the Plivo voice platform. To see how to do this, we’ll build a .NET MVC application to forward the call to a mobile number using the Dial XML element.

Prerequisites

Before you get started, you’ll need:

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

How it works

Call Forward

Create an ASP.NET MVC application to forward incoming calls

Once you’ve created the ASP.NET MVC application using this tutorial, you can add the Plivo .NET SDK using the NuGet package manager. Create a Controller, name it ForwardCalls.cs to handle incoming calls on a Plivo number. To handle an incoming call, you need to return an XML document from the URL configured as the Answer URL in the application assigned to the Plivo number. The .NET SDK can manage the XML document generation, and you can use the Dial XML Element to forward the call to a mobile number. Use this code:

using System;
    using System.Collections.Generic;
    using Plivo.XML;
    using Microsoft.AspNetCore.Mvc;
    
    namespace VoiceApp.Controllers {
      public class ForwardCalls: Controller {
        public IActionResult Index() {
          Plivo.XML.Response resp = new Plivo.XML.Response();
          Plivo.XML.Dial dial = new Plivo.XML.Dial
          (new Dictionary < string, string > () {});
    
          // call will be forwarded to the below number
          dial.AddNumber("+14156667777",
            new Dictionary < string, string > () {});
          resp.Add(dial);
    
          var output = resp.ToString();
          Console.WriteLine(output);
    
          return this.Content(output, "text/xml");
        }
      }
    }
    

Note: Before starting the app, you have to update Properties/launchSettings.json by setting the applicationUrl as

"applicationUrl": "http://localhost:5000/"

Test the code locally

Save the file and run the application. You should see your basic server app in action on http://localhost:5000/ForwardCalls/

Expose the local server to the internet using ngrok

Once you see the application working locally, the next step is to connect the application to the internet to return the XML document to process the incoming call. For that, we recommend using ngrok, which exposes local servers behind NATs and firewalls to the public internet over secure tunnels.

Install it and run ngrok on the command line, specifying the port that hosts the application on which you want to receive calls (5000 in this case, as our local ASP.NET MVC application is running there):

$ ./ngrok http 5000

Ngrok will display a forwarding link that you can use as a webhook to access your local server over the public network.

Ngrok CLI

Test the link by opening the ngrok URL(https://42f68190ab0d.ngrok.io/ForwardCalls/) in a browser or HTTPie to check the XML response from the ngrok URL.

XML document with GetDigits XML element

Connect the ASP.NET MVC application to a Plivo number

The final step is to configure the application as a Plivo voice application and assign it to a Plivo number on which you want to receive incoming calls.

Go to the Plivo console and navigate to Voice > Applications > XML, then click on the Add New Application button in the upper right.

Provide a friendly name for the application — we used “App-call-forward” — and configure the ngrok URL https://42f68190ab0d.ngrok.io/ForwardCalls/ as the Answer URL. Select the HTTP verb as POST, then click Create Application.

Create Plivo App to Forward Incoming calls

Now go to Phone Numbers > Your Numbers and click on the number to which you want to assign the application. From the Plivo Application drop-down, choose the voice application you just created. Finally, click Update Number.

Assign the call forward Plivo App to a Plivo Number

Test the application

Make a phone call to the Plivo number you selected. You should see that the ASP.NET MVC application automatically forwards the call to the phone number configured in the call forwarding app.

And that’s how simple it is to receive an incoming call on a Plivo number and forward it using XML documents using Plivo’s Dotnet SDK and ASP.NET MVC application. You can implement other use cases on the Plivo Voice platform, such as phone system IVR, receive DTMF/Speech inputs, and number masking, as your business requires.

Haven’t tried Plivo yet? Getting started is easy and only takes five minutes. Sign up today.

Aug 18, 2021
5 mins

Use IVR to improve customer experience

Interactive voice response (IVR) systems can help you provide customers and callers with great customer service.

IVR

For every case that a customer needs to contact you for assistance, there’s probably another that they can handle on their own if you give them the tools. Press 1 if you know where we’re going with this.

Interactive voice response (IVR) systems let incoming callers access information via prerecorded messages or dynamically generated audio without having to speak to an agent. Callers can respond to spoken menus via Touch-Tone keypresses or speech recognition to maneuver through a spoken menu and reach the information they want. IVR is useful in many scenarios: finding an agent, making payments and purchases, offering travel information and weather conditions. Customers can conveniently open service tickets, book appointments, and track order shipments.

Individual departments can also improve customer experience by using IVR. If you receive large volumes of IT requests, for example, you can offer guided instructions for resetting passwords or rebooting customer applications.

Whenever a caller has an inquiry that can’t be resolved with one of these automated options, you can redirect them to a live agent. Many organizations use IVR to route calls to agents during business hours and provide automated voice messages after business hours.

Here are some detailed use cases for both inbound and outbound communication via IVR:

  • Call center setup
    You can implement a multilevel IVR system in call centers that routes incoming calls based on user input.
  • Televoting and surveys
    You can use IVR with outbound calls to collect information from customers, such as satisfaction or Net Promoter Scores.
  • Appointment reminders
    You can set up automated appointment notifications to remind customers about their scheduled appointments in advance and facilitate rescheduling as needed.
  • Lead assignment and lead routing
    For inbound sales calls, you can set up IVR with a set of qualifying questions to understand customers’ interest and redirect calls to representatives based on lead scores.
  • Service dispatch
    Dispatch scheduling systems send services to people’s homes. They can use IVR to confirm people’s availability at the destination.

In short, IVR systems can reduce your costs and improve your customers’ experience. Plivo makes it easy to incorporate IVR into your own applications. We’ve written a guide to help you get started. Check it out, and sign up for free to try it yourself.

Aug 17, 2021
5 mins

How to Build a Voice-controlled Virtual Assistant (IVR) in Python Using Flask and Plivo

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

Python SDK
Voice API
How To
IVR

A virtual assistant can help your business if you have clients who call your phone number. Interactive voice response (IVR) helps you to automate call reception by routing callers to the most appropriate department or the agent most qualified to meet their needs. Among its many advantages, IVR can provide increased operational efficiency, a stronger brand image, and better customer insights.

A voice-controlled virtual assistant is one step ahead of the legacy Touch-Tone/DTMF controlled one because of the flexibility it allows end-users. They can just speak into their phone’s microphone to provide input to control the call.

Building a voice-controlled virtual assistant using Plivo’s automatic speech recognition (ASR) feature in Python using Flask is simple. This guide shows you how to set up a voice-controlled IVR phone tree to a Plivo number and manage the call flow when the call reaches the Plivo voice platform. To see how to do this, we’ll build a Flask application to receive an incoming call and use the GetInput XML element to capture speech input and implement a simple IVR phone system.

Prerequisites

Before you get started, you’ll need:

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

How it works

Receive Speech Inputs

Create a Flask application to create a voice-controlled virtual assistant

Once you’ve installed Flask and the Plivo Python SDK, create a simple Flask application to handle incoming calls on a Plivo number. To handle an incoming call, you need to return an XML document from the URL configured as the Answer URL in the application assigned to the Plivo number. The Python SDK can manage the XML document generation, and you can use the GetInput XML element to capture speech inputs and implement a simple IVR phone system. Use this code:

from flask import Flask, Response, url_for
from plivo import plivoxml

# Welcome message - firstbranch
welcome_message = "Welcome to the demo app, Say Sales to talk to our 
Sales representative. Say Support to talk to our Support representative"

# This is the message that Plivo reads when the caller does nothing at all
noinput_message = "Sorry, I didn't catch that. Please hangup and try again later."

# This is the message that Plivo reads when the caller inputs a wrong digit.
wronginput_message = "Sorry, it's a wrong input."

app = Flask(__name__)

@app.route('/virtual_assistant/', methods = ['GET', 'POST'])
def virtual_assistant():
    element = plivoxml.ResponseElement()
    response = element.add(plivoxml.GetInputElement()
        .set_action(url_for('firstbranch', _external=True))
        .set_method('POST').set_input_type('speech')
        .set_interim_speech_results_callback(url_for('firstbranch', _external=True))
        .set_interim_speech_results_callback_method('POST')
        .set_redirect(True)
        .add_speak(content = welcome_message))
    response.add(plivoxml.SpeakElement(noinput_message))

    return Response(response.to_string(), mimetype = 'text/xml')

@app.route('/virtual_assistant/firstbranch/', methods = ['GET', 'POST'])
def firstbranch():
    response = plivoxml.ResponseElement()
    speech = request.values.get('Speech')
    from_number = request.values.get('From')
    print("Speech input is:"+str(speech))

    if speech == "sales":
        response = plivoxml.ResponseElement()
        response.add(
            plivoxml.DialElement()
            .add(plivoxml.NumberElement('+14156667777')))

    elif speech == "support":
        response = plivoxml.ResponseElement()
        response.add(
            plivoxml.DialElement()
            .add(plivoxml.NumberElement('+14156667778')))
    else:
        response.add_speak(wronginput_message)
    
    return Response(response.to_string(), mimetype = 'text/xml')

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

Test the code locally

Save the code in any file — we named the file virtual_assistant.py. To run the code on the server, go to the folder where the file resides and use the command

$ python virtual_assistant.py

You should see your basic server app in action on http://localhost:5000/virtual_assistant/

Expose the local server to the internet using ngrok

Once you see the application working locally, the next step is to connect the application to the internet to return the XML document to process the incoming call. For that, we recommend using ngrok, which exposes local servers behind NATs and firewalls to the public internet over secure tunnels.

Install it and run ngrok on the command line, specifying the port that hosts the application on which you want to receive calls (5000 in this case, as our local Flask application is running there):

$ ./ngrok http 5000

Ngrok will display a forwarding link that you can use as a webhook to access your local server over the public network.

Ngrok CLI

Test the link by opening the ngrok URL(http://fd3a77b913ed.ngrok.io/virtual_assistant/) in a browser or HTTPie to check the XML response from the ngrok URL.

XML document with GetDigits XML element

Connect the Flask application to a Plivo number

The final step is to configure the application as a Plivo voice application and assign it to a Plivo number on which you want to activate the voice-controlled virtual assistant.

Go to the Plivo console and navigate to Voice > Applications > XML, then click on the Add New Application button in the upper right.

Provide a friendly name for the application — we used “App-Virtual-Assistant” — and configure the ngrok URL http://fd3a77b913ed.ngrok.io/virtual_assistant/ as the Answer URL. Select the HTTP verb as POST, then click Create Application.

Create Plivo App for voice-controlled IVR MVC app

Now go to Phone Numbers > Your Numbers and click on the number to which you want to assign the application. From the Plivo Application drop-down, choose the voice application you just created. Finally, click Update Number.

Assign Virtual-Assistant Plivo App

Test the application

Make a phone call to the Plivo number you selected. You should see that the VirtualAssistant Flask application automatically routes the call to the Sales and Support departments based on the speech inputs received on the call.

And that’s how simple it is to set up a voice-controlled virtual assistant on a Plivo number and handle it using XML documents using Plivo’s Python SDK and an Flask application. You can implement other use cases on the Plivo Voice platform, such as phone system IVR, call forwarding, and number masking, as your business requires.

Haven’t tried Plivo yet? Getting started is easy and only takes five minutes. Sign up today.

Aug 12, 2021
5 mins

How to Send MMS in Python Using Plivo's Messaging API

SMS API | Plivo | You can get started to send MMS, receive MMS, forward MMS, etc. using Python programming language.

Python SDK
SMS API
How To
MMS API

Your company has settled on Plivo to handle its voice and messaging communications, and now it’s your job to start integrating Plivo into your company’s applications. Don’t worry — Plivo has an SDK to help you out. Let’s see how to send and receive MMS through Plivo in a Python application.

Install the Plivo Python SDK

We’ll presume you already have Python installed. Installing the Plivo SDK is as simple as running

$ pip install plivo

If you prefer to install from source code, visit our Quickstart Guide for instructions.

Find your Auth ID and Auth Token

You have to have proper credentials before you can use the Plivo API. We provide an Auth ID and Auth Token in the Account section at the top of the overview page of the Plivo console.

Find Your Auth Credentials on Plivo Console

Choose a phone number

You need an MMS-enabled Plivo phone number to send MMS to the US and Canada, the two countries where Plivo supports sending MMS. Check the Phone Numbers screen of your Plivo console to see what numbers you have available and which of them support MMS capabilities. You can also buy numbers from this screen.

Buy a New MMS-enabled Plivo Number

Send an MMS message

Now you’re ready to start. Create a file called send_mms.py and paste in this code:

from flask import Flask, Response
from plivo import plivo

app = Flask(__name__)

@app.route('/send_mms/', methods=['GET', 'POST'])
def outbound_mms():
    client = plivo.RestClient('<auth_id>','<auth_token>')
    response = client.messages.create(
        src='+14156667777',
        dst='+14156667778',
        media_ids=['801c2056-33ab-499c-80ef-58b574a462a2'],
        text='Hello, MMS from Python!',
        media_urls=['https://media.giphy.com/media/26gscSULUcfKU7dHq/source.gif'],
        type_='mms')
    return Response(response.to_string())

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

Replace the placeholders auth_id and auth_token with actual values from your Plivo Console. Save the file and run it with the command

$ python send_mms.py

Replace the placeholders auth_id and auth_token with actual values from your Plivo Console. Save the file and run it with the command

Note: If you’re using a Plivo trial account, you can send messages only to phone numbers that have been verified with Plivo. You can verify a phone number using the Sandbox Numbers page of the console. Also, if you want to upload your media files to Plivo and use them, you can upload the file on the Messaging > MMS Media Upload page of the console.

Receive an MMS message

Of course, sending messages is only half of the equation. Plivo supports receiving SMS text messages in many countries (see our SMS API coverage page, and click on the countries you’re interested in). When someone sends an SMS message to a Plivo phone number, you can receive it on your server by using a Flask web app. Plivo will send the message along with other parameters, including the Media_URL(s), to your Message URL.

First, optionally, set up a virtual environment to keep these packages isolated from others on your system. Then create a file called receive_mms.py (or whatever name you like) with this code in it:

from flask import Flask, request

    app = Flask(__name__)
    
    @app.route('/receive_mms/', methods=['GET', 'POST'])
    def inbound_mms():
    
        from_number = request.values.get('From')
        to_number = request.values.get('To')
        text = request.values.get('Text')
        media_url = request.values.get('Media0')
        print('Message received - From: %s, To: %s, Text: %s, Media: %s'
        %(from_number, to_number, text, media_url))
    
        return 'Message Recevived'
    
    if __name__ == '__main__':
        app.run(host='0.0.0.0', debug=True)
    

Run it with the command

$ python receive_sms.py

You should then be able to see your basic server app in action on http://localhost:5000/receive_mms/.

That’s fine for testing, but it’s not much good if you can’t connect to the internet to receive incoming messages and handle callbacks. For that, we recommend using ngrok, which exposes local servers behind NATs and firewalls to the public internet over secure tunnels. Install it and run ngrok on the command line, specifying the port that hosts the application on which you want to receive messages:

./ngrok http [portnum]

Ngrok will display a forwarding link that you can use to access your local server using the public network.

Sample ngrok CLI

Now you can create an application to receive MMS messages (follow our Quickstart guide for details).

Conclusion

And that’s all there is to sending and receiving MMS messages using Plivo’s Python SDK. Don’t use Python? Don’t worry — we have SDKs for Java, PHP, Node.js, Ruby, .NET Core, .NET Framework, and Go.

Haven’t tried Plivo yet? Getting started is easy and only takes five minutes. Sign up today.

Aug 9, 2021
5 mins

How to Build a Call Forwarding App in Java Using Spring Boot and Plivo

Voice API | Plivo | You can get started to build a Call Forwarding App in Java Using Spring Boot and Plivo

Java SDK
Voice API
How To
Call Forwarding

Businesses use call forwarding all the time to route incoming calls to available agents, extensions, or departments that cater to the caller’s needs. Creating a call forwarding app is simple when you use Plivo’s Java SDK. This guide shows you how to receive incoming calls on Plivo numbers and manage the call flow once a call reaches the Plivo voice platform. To see how to do this, we’ll build a Java Spring Boot application to forward the call to a mobile number using the Dial XML element.

Prerequisites

Before you get started, you’ll need:

  • A Plivo account — sign up for one for free if you don’t have one already.
  • A voice-enabled Plivo phone number if you want to receive incoming calls. To search for and buy an available number, go to Phone Numbers > Buy Numbers on the Plivo console.
Buy a New Plivo Number
  • Sprint Boot and Plivo Java packages — use the Spring Initializr to create a demo project with boilerplate code.
  • ngrok — a utility that exposes your local development server to the internet over secure tunnels.

Create a spring boot application to forward incoming calls

Once you’ve created the Spring Boot application using Spring Initializr, you can add the Plivo Java SDK using Maven or Gradle, or Groovy as per the interface selected. Update the Java application in the created project to handle incoming calls on a Plivo number. To handle an incoming call, you need to return an XML document from the URL configured as the Answer URL in the application assigned to the Plivo number. The Java SDK can manage the XML document generation, and you can use the Dial XML element to forward the call to a mobile number. Use this code:

package com.example.CallForward;

    import com.plivo.api.exceptions.PlivoValidationException;
    import com.plivo.api.exceptions.PlivoXmlException;
    import com.plivo.api.xml.Dial;
    import com.plivo.api.xml.Response;
    import com.plivo.api.xml.Number;
    import org.springframework.boot.SpringApplication;
    import org.springframework.boot.autoconfigure.SpringBootApplication;
    import org.springframework.web.bind.annotation.RequestMapping;
    import org.springframework.web.bind.annotation.RequestMethod;
    import org.springframework.web.bind.annotation.RequestParam;
    import org.springframework.web.bind.annotation.RestController;
    
    @SpringBootApplication
    @RestController
    
    public class CallForwardApplication {
    
        public static void main(String[] args) {
            SpringApplication.run(CallForwardApplication.class, args);
        }
    
        @RequestMapping(value = "/forward_call/", produces = {
            "application/xml"
        }, method = {
            RequestMethod.GET, RequestMethod.POST
        })
        public String ReceiveCall(@RequestParam("From") String from_number) throws 
        PlivoXmlException, PlivoValidationException {
            Response res = new Response()
                .children(
                    new Dial()
                    .callerId(from_number)
                    .children(new Number("14156667777"))
                );
            // Returns the XML
            return res.toXmlString();
        }
    
    }
    

Test the code locally

Save the file and run the application. You should see your basic server application in action on http://localhost:8080/forward_call/.

Expose the local server to the internet using ngrok

Once you see the application working locally, the next step is to connect the application to the internet to return the XML document to process the incoming call. For that, we recommend using ngrok, which exposes local servers behind NATs and firewalls to the public internet over secure tunnels. Install it and run ngrok on the command line, specifying the port that hosts the application on which you want to forward incoming calls (8080 in this case, as our local spring boot application is running there):

$ ./ngrok http 8080
Ngrok CLI

Ngrok will display a forwarding link that you can use as a webhook to access your local server over the public network.

Test the link by opening the ngrok URL (https://7ec95b6fd810.ngrok.io/forward_call/) in a browser or use HTTPie to check the XML response from the ngrok URL.

XML document with Dial XML element

Connect the spring boot application to a Plivo number

The final step is to configure the application as a Plivo voice application and assign it to a Plivo number on which you want to forward incoming calls.

Go to the Plivo console and navigate to Voice > Applications > XML, then click on the Add New Application button in the upper right.

Provide a friendly name for the application — we used “App-call-forward” — and configured the ngrok URL https://7ec95b6fd810.ngrok.io/forward_call/ as the Answer URL. Select the HTTP verb as POST, then click Create Application.

Create Plivo App to forward incoming calls

Now go to Phone Numbers > Your Numbers and click on the number to which you want to assign the application. From the Plivo Application drop-down, choose the voice application you just created. Finally, click Update Number.

Assign the call forward Plivo App to a Plivo Number

Test the application

Make a phone call to the Plivo number you selected. You should see that the spring boot application automatically forwards the call to the phone number configured in the call forwarding app.

And that’s how simple it is to receive an incoming call on a Plivo number and forward it using XML documents using Plivo’s Java SDK and a spring boot application. You can implement other use cases on the Plivo Voice platform, such as phone system IVR, receive DTMF/Speech inputs, and number masking, as your business requires.

Haven’t tried Plivo yet? Getting started is easy and only takes five minutes. Sign up today.

Aug 5, 2021
5 mins

How to Build a Voice-controlled Virtual Assistant (IVR) in .NET with ASP.NET MVC and Plivo

Voice API | Plivo | You can get started to build a Voice-controlled Virtual Assistant (IVR) in .NET with ASP.NET MVC and Plivo

.NET SDK
Voice API
How To
IVR

A virtual assistant can help your business if you have clients who call your phone number. Interactive voice response (IVR) helps you to automate call reception by routing callers to the most appropriate department or the agent most qualified to meet their needs. Among its many advantages, IVR can provide increased operational efficiency, a stronger brand image, and better customer insights.

A voice-controlled virtual assistant is one step ahead of the legacy Touch-Tone/DTMF controlled one because of the flexibility it allows end users. They can just speak into their phone’s microphone to provide input to control the call.

Building a voice-controlled virtual assistant using Plivo’s automatic speech recognition (ASR) feature in .NET using ASP.NET MVC is simple. This guide shows you how to set up a voice-controlled IVR phone tree to a Plivo number and manage the call flow when the call reaches the Plivo voice platform. To see how to do this, we’ll build an ASP.NET MVC application to receive an incoming call and use the GetInput XML element to capture speech input and implement a simple IVR phone system.

Prerequisites

Before you get started, you’ll need:

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

How it works

Receive Speech Inputs

Create an ASP.NET MVC application to create a voice-controlled virtual assistant

Once you’ve created the ASP.NET MVC application using this tutorial, you can add the Plivo .NET SDK using the NuGet package manager. Create a Controller, name it VirtualassistantController.cs to handle incoming calls on a Plivo number. To handle an incoming call, you need to return an XML document from the URL configured as the Answer URL in the application assigned to the Plivo number. The .NET SDK can manage the XML document generation, and you can use the GetInput XML element to capture speech inputs and implement a simple IVR phone system. Use this code:

        
using System ;
    using System.Collections.Generic ;
    using System.Diagnostics ;
    using Microsoft.AspNetCore.Mvc ;
    using Plivo.XML ;
    
    namespace VirtualAssistant.Controllers
     {
        public class VirtualassistantController :Controller
         {
            //  Welcome message - firstbranch
            StringWelcomeMessage = "Welcome to the demo app, Say Sales to talk to our Sales representative. Say Support to talk to our Support representative" ;
            // This is the message that Plivo reads when the caller does nothing at all
            StringNoInput = "Sorry, I didn't catch that. Please hangup and try again later." ;
            // This is the message that Plivo reads when the caller inputs a wrong digit.
            StringWrongInput = "Sorry, it's a wrong input." ;
    
            publicIActionResult Index ()
             {
                arresp =new Response ();
                // This will dynamically assign the ngrok http_host to the action URL and interimSpeechResultsCallback URL.
                 varhostName =Request .HttpContext .Request .Host .Value ;
                Console . WriteLine (hostName );
                GetInputget_input =new GetInput ( "" ,newDictionary < string , string >() {
             {
               "action" ,
               "https://" +hostName + "/virtualassistant/firstbranch/"
             }, {
               "method" ,
               "POST"
             }, {
               "interimSpeechResultsCallback" ,
               "https://" +hostName + "/virtualassistant/firstbranch/"
             }, {
               "interimSpeechResultsCallbackMethod" ,
               "POST"
             }, {
               "inputType" ,
               "speech"
             }, {
               "redirect" ,
               "true"
             },
           });
                resp . Add (get_input );
                get_input . AddSpeak (WelcomeMessage ,newDictionary < string , string >() { });
                resp . AddSpeak (NoInput ,newDictionary < string , string >() { });
    
                 varoutput =resp . ToString ();
                returnthis . Content (output , "text/xml" );
             }
            // First branch of IVR phone tree
            publicIActionResult FirstBranch ()
             {
                Stringspeech =Request .Form [ "Speech" ];
                StringFromNumber =Request .Form [ "From" ];
                Debug . WriteLine ( "Speech Input is :" +speech );
                Dialdial =new Dial (newDictionary < string , string >() {
             {
               "callerId" ,
              FromNumber
             }
           });
    
                 varresp =new Response ();
    
                if (speech == "sales" )
                 {
                    dial . AddNumber ( "14156667777" ,newDictionary < string , string >() { });
                    resp . Add (dial );
                 }
                elseif (speech == "support" )
                 {
                    dial . AddNumber ( "14156667778" ,newDictionary < string , string >() { });
                    resp . Add (dial );
                 }
                else
                 {
                    // Add Speak XML Tag
                    resp . AddSpeak (WrongInput ,newDictionary < string , string >() { });
                 }
    
                Debug . WriteLine (resp . ToString ());
    
                 varoutput =resp . ToString ();
                returnthis . Content (output , "text/xml" );
             }
         }
     }
        

Note: Before starting the app, you have to update Properties/launchSettings.json by setting the applicationUrl asTest the code locally

"applicationUrl": "http://localhost:5000/"

Save the file and run the application. You should see your basic server app in action on http://localhost:5000/virtualassistant/

Expose the local server to the internet using ngrok

Once you see the application working locally, the next step is to connect the application to the internet to return the XML document to process the incoming call. For that, we recommend using ngrok, which exposes local servers behind NATs and firewalls to the public internet over secure tunnels.

Install it and run ngrok on the command line, specifying the port that hosts the application on which you want to receive calls (5000 in this case, as our local ASP.NET MVC application is running there):

$ ./ngrok http 5000

Ngrok will display a forwarding link that you can use as a webhook to access your local server over the public network.

Ngrok CLI

Test the link by opening the ngrok URL(https://b22604cbb5ff.ngrok.io/virtualassistant/) in a browser or HTTPie to check the XML response from the ngrok URL.

XML document with GetDigits XML element

Connect the ASP.NET MVC application to a Plivo number

The final step is to configure the application as a Plivo voice application and assign it to a Plivo number on which you want to activate the voice-controlled virtual assistant.

Go to the Plivo console and navigate to Voice > Applications > XML, then click on the Add New Application button in the upper right.

Provide a friendly name for the application — we used “App-Virtual-Assistant” — and configure the ngrok URL https://b22604cbb5ff.ngrok.io/virtualassistant/ as the Answer URL. Select the HTTP verb as POST, then click Create Application.

Create Plivo App for voice-controlled IVR MVC app

Now go to Phone Numbers > Your Numbers and click on the number to which you want to assign the application. From the Plivo Application drop-down, choose the voice application you just created. Finally, click Update Number.

Assign Virtual-Assistant Plivo App

Test the application

Make a phone call to the Plivo number you selected. You should see that the VirtualAssistant ASP.NET MVC application automatically routes the call to the Sales and Support departments based on the speech inputs received on the call.

And that’s how simple it is to set up a voice-controlled virtual assistant on a Plivo number and handle it using XML documents using Plivo’s .NET SDK and an ASP.NET MVC application. You can implement other use cases on the Plivo Voice platform, such as phone system IVR, call forwarding, and number masking, as your business requires.

Haven’t tried Plivo yet? Getting started is easy and only takes five minutes. Sign up today.

Aug 2, 2021
5 mins

Lessons in CPaaS Leadership: Feature Parity Empowers Twilio Migration

Plivo offers feature parity with Twilio APIs for 2FA, IVR, reminders, alerts, notifications, click to call, call forwarding, call tracking, and call routing.

CPaaS

Like the monarch butterflies and their annual flight to Mexico, the Twilio migration is one of nature’s miracles. Every year hundreds of organizations, seeking improvements in their cloud communications software, move from Twilio to greener pastures in places like Plivo. And while many butterflies die of exhaustion or are eaten by birds on their journeys, few business professionals meet the same fate when they migrate from Twilio to Plivo. That’s because Plivo makes the process simple, with feature parity and similar APIs between the two platforms.

One of the lessons we’ve learned in more than 10 years of business is that to be a top alternative to Twilio, we need to offer customers feature parity. Everything you can do in Twilio you can do in Plivo — but we offer more than that.

Twilio can’t match our reliability, call quality, and pricing. Plivo is easier to use, has a wider global reach, and offers better tech support. We’ve written a Twilio migration guide that looks at the common issues that arise when organizations begin to question whether they could improve on their Twilio service, and addresses worries some organizations have about migrating.

One of the biggest challenges with any platform migration is the question of compatibility. No one wants to shred developer-years of work for incremental improvements. Fortunately, Plivo makes things easy. We’ve written a technical guide to migrating from Twilio to Plivo. It shows how similar the two companies’ API structures, implementation mechanisms, XML structure, SMS message processing, and voice call processing are. Read it to see a side-by-side comparison of the two platforms’ specific features and APIs, and code snippets that show the exact code you’d use with each platform to send and receive SMS messages and make and receive voice calls.

Anything you use Twilio for, you can do in Plivo: two-factor authentication (2FA), appointment reminders, account alerts, order notifications, SMS campaigns, click to call, call forwarding, call tracking, IVRs, and call routing. Dare we say anything they can do, we can do better?

If you’re not completely satisfied with Twilio, you don’t have to rip it out and replace it. You can put Plivo in a pilot program for a single use case and see how it seems. If you’re satisfied, you can switch over, or you can use Plivo in parallel with Twilio, or as a backup alternative in case your primary provider experiences downtime.

Either way, you owe it to yourself to explore your alternative. Download the guide, then sign up for a free trial account today and get started.

By the way, we have more Lessons in CPaaS Leadership blog posts: Find out why reliability, a strong carrier network, and consultative customer support make Plivo stand out among cloud communications platforms.

Jul 29, 2021
5 mins

How to Send MMS in PHP Using Plivo’s Messaging API

SMS API | Plivo | You can get started sending and receiving MMS messages using PHP.

PHP SDK
SMS API
How To
MMS API

Your company has settled on Plivo to handle its voice and messaging communications, and now it’s your job to start integrating Plivo into your company’s applications. Don’t worry — Plivo has an SDK to help you out. Let’s see how to send and receive MMS through Plivo in a PHP application.

Install the Plivo PHP SDK

We’ll presume you already have PHP and Composer installed. Change to the directory into which you want to install the Plivo PHP release and run

$ composer require plivo/plivo-php

or you can download the source from our GitHub repository, then run

Find your Auth ID and Auth Token

You have to have proper credentials before you can use the Plivo API. We provide an Auth ID and Auth Token in the Account section at the top of the overview page of the Plivo console.

Find Your Auth Credentials on Plivo Console

Choose a phone number

You need an MMS-enabled Plivo phone number to send MMS to the US and Canada, the two countries where Plivo supports sending MMS. Check the Phone Numbers screen of your Plivo console to see what numbers you have available and which of them support MMS capabilities. You can also buy numbers from this screen.

Buy a New MMS-enabled Plivo Number

Send an MMS message

Now you’re ready to start. Create a file called SendMMS.php and paste in this code:

<?php
    require 'vendor/autoload.php';
    use Plivo\RestClient;
    
    $client = new RestClient("<auth_id>","<auth_token>");
    $client->client->setTimeout(40);
    
    $mediaURLs = ['https://media.giphy.com/media/26gscSULUcfKU7dHq/source.gif'];
    $mediaIDs = ['801c2056-33ab-499c-80ef-58b574a462a2'];
    $response = $client->messages->create(
      [  
           "src" => "+14152345678",
            "dst" => "+14165552222",
            "text"  =>"This is a test message",
            "url"=>"https://<yourdomain>.com/sms_status/",
            "type" => "mms", 
            "media_urls" => $mediaURLs, 
            "media_ids" => $mediaIDs
         ]
    );
    print_r($response);
    ?>
    

Replace the placeholders auth_id and auth_token with actual values from your Plivo Console. Save the file and run it with the command

$ php SendMMS.php

Note: If you’re using a Plivo trial account, you can send messages only to phone numbers that have been verified with Plivo. You can verify a phone number using the Sandbox Numbers page of the console. Also, if you want to upload your media files to Plivo and use them, you can upload the file on the Messaging > MMS Media Upload page of the console.

Receive an MMS message

Of course, sending messages is only half of the equation. When someone sends an MMS message to your US or Canada Plivo phone number, you can receive it on your server by setting a Message URL in your Plivo application. Plivo will send the message along with other parameters, including the Media_URL(s), to your Message URL.

Use this code to start a local server:

<?php
    require 'vendor/autoload.php';
    
    $from_number = $_REQUEST["From"];
    $to_number = $_REQUEST["To"];
    $text = $_REQUEST["Text"];
    $media_url = $_REQUEST["Media0"];
    
    echo("Message received - From $from_number, To: $to_number, Text: $text, Media: 
    $media_url" );
    

Save this code in any file — we’ll call ours receiveMMS.php. To run this file on the server, go to the folder where this file resides and issue the command

$ php -S localhost:8000

That’s fine for testing, but it’s not much good if you can’t connect to the internet to receive incoming messages and handle callbacks. For that, we recommend using ngrok, which exposes local servers behind NATs and firewalls to the public internet over secure tunnels. Install it and run ngrok on the command line, specifying the port that hosts the application on which you want to receive messages:

$ ./ngrok http [portnum]

Ngrok will display a forwarding link that you can use as a webhook to access your local server using the public network.

Sample ngrok CLI

Now you can create an application to receive MMS messages (follow our Quickstart guide for details).

Conclusion

And that’s all there is to sending and receiving MMS messages using Plivo’s PHP SDK. Don’t use PHP? Don’t worry — we have SDKs for Java, Python, Node.js, Ruby, .NET Core, .NET Framework, and Go.

Haven’t tried Plivo yet? Getting started is easy and only takes five minutes. Sign up today.

Jul 26, 2021
5 mins

How to Build a Call Forwarding App in Python Using Flask and Plivo

Voice API | Plivo | You can get started to build a Call Forwarding App in Python Using Flask and Plivo

Python SDK
Voice API
How To
Call Forwarding

Businesses use call forwarding all the time to route incoming calls to available agents, extensions, or departments that cater to the caller’s needs. Creating a call forwarding app is simple when you use Plivo’s Python SDK. This guide shows you how to receive incoming calls on Plivo numbers and manage the call flow once a call reaches the Plivo voice platform. To see how to do this, we’ll build a Flask application to forward the call to a mobile number using the Dial XML element.

Prerequisites

Before you get started, you’ll need:

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

Create a Flask application to forward incoming calls

Once you’ve installed Flask and the Plivo Python SDK, create a simple Flask application to handle incoming calls on a Plivo number. To handle an incoming call, you need to return an XML document from the URL configured as the Answer URL in the application assigned to the Plivo number. The Python SDK can manage the XML document generation, and you can use the Dial XML element to forward the call to a mobile number. Use this code:

from flask import Flask, request, make_response, Response
    from plivo import plivoxml
    
    app = Flask(__name__)
    
    @app.route('/forward_call/', methods=['GET', 'POST'])
    def forwardcall():
    
       response = plivoxml.ResponseElement()
       response.add(
           plivoxml.DialElement().add_number('14156667777'))
#call will be forwarded to this number return Response(response.to_string(), mimetype="text/xml") if __name__ == '__main__': app.run(host='0.0.0.0', debug=True)

Test the code locally

Save the code in any file — we named the file forward_call.py. To run the code on the server, go to the folder where the file resides and use the command

$ python forward_call.py

You should see your basic server application in action on http://localhost:5000/forward_call/.

Expose the local server to the internet using ngrok

Once you see the application working locally, the next step is to connect the application to the internet to return the XML document to process the incoming call. For that, we recommend using ngrok, which exposes local servers behind NATs and firewalls to the public internet over secure tunnels. Install it and run ngrok on the command line, specifying the port that hosts the application on which you want to forward incoming calls (5000 in this case, as our local Flask application is running there):

$ ./ngrok http 5000
Ngrok CLI

Ngrok will display a forwarding link that you can use as a webhook to access your local server over the public network.

Test the link by opening the ngrok URL (https://e4cadf93d5f0.ngrok.io/forward_call/) in a browser or use HTTPie to check the XML response from the ngrok URL.

XML document with Dial XML element

Connect the Flask application to a Plivo number

The final step is to configure the application as a Plivo voice application and assign it to a Plivo number on which you want to forward incoming calls.

Go to the Plivo console and navigate to Voice > Applications > XML, then click on the Add New Application button in the upper right.

Provide a friendly name for the application — we used “App-call-forward” — and configured the ngrok URL https://e4cadf93d5f0.ngrok.io/forward_call/ as the Answer URL. Select the HTTP verb as POST, then click Create Application.

Create Plivo App to forward incoming calls

Now go to Phone Numbers > Your Numbers and click on the number to which you want to assign the application. From the Plivo Application drop-down, choose the voice application you just created. Finally, click Update Number.

Assign the call forward Plivo App to a Plivo Number

Test the application

Make a phone call to the Plivo number you selected. You should see that the Flask application automatically forwards the call to the phone number configured in the call forwarding app.

And that’s how simple it is to receive an incoming call on a Plivo number and forward it using XML documents using Plivo’s Python SDK and a Flask application. You can implement other use cases on the Plivo Voice platform, such as phone system IVR, receive DTMF/Speech inputs, and number masking, as your business requires.

Haven’t tried Plivo yet? Getting started is easy and only takes five minutes. Sign up today.

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