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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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May 13, 2021
5 mins

Your Guide to Getting Started with SMS Marketing

You’re probably wondering how to reach your customers, no matter where they are. Enter SMS marketing. Here’s how to build a Grade A SMS marketing strategy.

SMS Marketing

What if you could reach your customers, whenever and wherever they are, with relevant information and get an immediate response? That’s the kind of power and measurability that appears in marketers’ dreams.

As it turns out, dreams do come true, and the answer has been in our collective pockets for decades.

Though it’s not new, SMS marketing has seen a surge in popularity recently. Companies like Disney and Amazon take advantage of its power and use it to connect with their customers in ways they never could before.

If you’re not already using SMS marketing to reach your customers, you should give it strong consideration. If you are using it, there’s always room for improvement. In either case, this guide gives you what you need to know to take your SMS marketing to the next level.

Why use SMS for marketing?

Why SMS? The simple answer is that it just works.

For proof, you need only to look at the 90% open rate SMS marketing enjoys and compare it to email marketing, which gets about a 20% open rate on the high end of the scale. SMS is so effective at reaching people because it’s immediate, ubiquitous, and mobile-first.

With SMS, you’re reaching consumers on a device that’s in their pockets and that buzzes to let them know when they receive a message. While smartphone notifications can also signal incoming email messages, people tend to put off reading email until later — but we’ve all been conditioned to view text messages as soon as they arrive.

Another feature that makes SMS unique is that in both iOS and Android devices, messages can be displayed over other apps, so even if someone is playing a game, reading news, or watching videos, they won’t miss your message.

But open rates are just the beginning of what makes SMS so powerful. It also allows you to be ultra-relevant to your customers, reaching specific people at specific moments. For example:

  • You can send messages to conference attendees during a presentation to prompt them to sign up for a speaker’s newsletter or buy their book.
  • After a consumer leaves a restaurant, you can send them a message thanking them for coming and offering them a coupon for their next visit.
  • In ecommerce, you can send messages to customers who abandon their shopping carts, or, when their payment fails, help them complete their purchases.

These examples demonstrate the transactional power of SMS marketing to build an opt-in audience and facilitate purchases. But it’s even more versatile than that and can support a variety of marketing goals.

SMS marketing can help you build awareness of a brand or even an issue. By integrating SMS marketing with other marketing tools, including social media, events, email, and sales promotions, you can increase the effectiveness of your entire marketing program. We’ll share some examples of how some well-known companies have done that later in this article.

Most importantly, SMS marketing can give you a high return on investment, in part because the upfront creative and development costs are lower than most other marketing methods. SMS marketing doesn’t require video production, graphic design, actors, models, printing, web design, or photography.

And, depending on how you use it, SMS marketing can actually generate revenue. One ecommerce marketer saw an increase in revenue as high as 10% with their SMS marketing program.

Try these strategic tips for SMS marketing

As we said, SMS is one of the most effective tactics you can add to your marketing mix — but to get those benefits, you need to be smart and strategic. Here are some tips to get the most out of your SMS marketing program.

Look for trigger moments

The immediacy of text messages allows you to reach your customers, individually, at precise moments — something no other marketing channel can do. To maximize that power, you should look for trigger moments when customers will be most receptive to your messages.

One of the most obvious moments is right after a customer takes some kind of action, like opting in to receiving a newsletter or making a purchase. In those moments, you can use SMS messages to welcome customers into the community, thank them for their purchases, or give them updates on shipping.

Other trigger moments include birthdays and holidays, flash sales and promotions, and new product introductions. All of these present opportunities for you to connect with your customers and create a sense of urgency around taking some kind of action.

Segment your audience

Because SMS marketing is so simple, it’s tempting to just blast messages out to your entire list. But the power of text messaging is that you can use it to reach specific people — and that’s why segmentation is so critical.

How you segment your audience depends on your business and your customer base, but the options are many. Age, income level, and other demographics are obvious choices, but you can also sort them by where they are in the customer journey, what product or services they buy, or their hobbies, interests, and goals.

By segmenting your audience, you can be sure to serve relevant messages that spur action, and, equally importantly, minimize unsubscribes.

Follow the rules

As with email marketing, SMS marketing comes with certain rules and regulations. You’re contacting customers using their personal phone numbers, so you should be clear and transparent when they opt in to your program. You also need to protect private data and make it easy for customers to opt out.

Every country has its own set of laws and regulations that you’ll need to be aware of. But as important as following the regulations is maintaining customers’ trust. Running afoul of the rules is one thing, but if customers lose trust in you, they might never forgive you.

To maintain customers’ trust, be sure to be transparent about why you’re contacting them, have a clear opt-in process, and make it easy for them to opt out. And, above all, don’t wear out your welcome by spamming them with frequent messages.

Use your creativity

Because it’s so simple and versatile, SMS marketing can be used in almost limitless ways. If you have a need to reach your customers, and if your customers have phones (which describes pretty much everyone), you can likely create an SMS marketing program that will meet your needs.

Here are a few examples for inspiration:

  • Fast-food chain Arby’s used SMS marketing to engage customers in their No Kid Hungry philanthropic campaign, raising brand awareness and building goodwill.
  • Jim Beam ran a sweepstake by encouraging consumers to opt in to their SMS program, building their database and supporting a charity at the same time.
  • The National Cancer Institute used SMS marketing to reach young people and guide them through the difficult process of quitting smoking.
  • TULA Skincare reached out to its mobile-first customer base through SMS to build a community around important social issues.
  • Few companies use SMS marketing more effectively thanStarbucks, which keeps customers engaged in the brand and aware of ongoing promotions and offers.

Understanding the technical side of SMS

Once you have a campaign up and running, SMS marketing can be a smooth, seamless experience that only needs occasional tweaking and maintenance.

But getting to that point can be a challenge, especially if you’re not familiar with all of the technical nuances. A lot can go wrong, and if you’re not prepared for it, your campaign may get derailed.

Sending messages overseas and to multiple countries can be especially challenging. It’s not unusual for messages to be delayed or go undelivered, lessening the impact on your customers. What’s more, reporting can be inaccurate, so you may not even know your delivery rate. The situation is further complicated by layers of regulations in different countries and regions.

And following those regulations is vital. The UK’s Privacy and Electronic Communications Regulations, for example, give people certain rights when being contacted by text message. Violating those regulations can result in your campaigns being shut down.

Also, when sending overseas, you may be dealing with local languages and special characters. Some countries allow, or even require, sender identification codes so customers know who is sending messages to them. Getting the technicalities right goes a long way toward building trust among your customers and maximizing your open rates.

A lot goes into setting up and maintaining SMS marketing campaigns. But you can make the task easier if you partner with an SMS API provider that can help ensure your campaigns are successful.

At Plivo, we’ve set up our APIs and services to ensure your SMS programs are reliable. We partner with only premium carriers in each country and use a redundant carrier network to ensure messages always get through. We also provide easy-to-manage sender IDs and special character support, helping ensure your messages are opened and read by your customers.

Finally, our SMS API includes accurate reporting, so you can evaluate campaigns in real time and make adjustments to optimize them for success.

SMS marketing is a great opportunity — if you do it well

We cited some examples of top brands that use SMS marketing well. Companies are catching on, and in 2020, 56% of US retailers planned to increase investment in SMS marketing.

If your industry haven’t caught on to SMS marketing yet, you can take a leadership position and get a jump on your competition. If your competitors are doing SMS well, you need to catch up.

Either way, SMS offers a unique marketing opportunity to reach your customers. To learn more about how SMS marketing can work for you, contact us.

May 11, 2021
5 mins

How to Receive a Phone Call in Python with Flask and Plivo

Voice API | Plivo | You can get started to Receive a Phone Call in Python with Flask and Plivo.

Python SDK
Voice API
How To

Making an outbound phone call using the Plivo Voice platform is easy, but communication should be a two-way street. Customers should be able to call you back, and you should answer the calls and address their concerns. 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 Python Flask application to receive an incoming call and greet the caller with a text-to-speech (TTS) message.

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.
  • Flask and Plivo Python packages — run pip3 install plivo flask to install them.
  • ngrok — a utility that exposes your local development server to the internet over secure tunnels.

{{cta-style-1}}

Create a Flask application to receive incoming calls and play a TTS message

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 Speak XML element to play a text-to-speech message to the caller. Use this code:

from flask import Flask, request, make_response
from plivo import plivoxml

app = Flask(__name__)

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

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

Test the code locally

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

$ python receive_call.py

You should see your basic server application in action on http://localhost:5000/receive_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 handle incoming calls (5000 in this case, as our local Python 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://b51dbc9d904c.ngrok.io/receive_call/) in a browser. We used HTTPie to check the XML response from the ngrok URL.

XML document with Speak 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 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-Incoming-call” — and configure the ngrok URL https://b51dbc9d904c.ngrok.io/receive_call/ as the Answer URL. Select the HTTP verb as POST, then click Create Application.

Create Plivo App to handle 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 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 greets the caller with the text-to-speech message configured in the app.

And that’s how simple it is to receive an incoming call on a Plivo number and handle 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, 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.

May 6, 2021
5 mins

How to Receive and Respond to Incoming SMS Messages in Python with Flask and Plivo

SMS API | Plivo | You can get started to Receive and Respond to Incoming SMS Messages in Python with Flask and Plivo.

Python SDK
SMS API
How To

Sending an outbound message using the Plivo SMS platform is easy, but communication should be a two-way street. Customers should be able to text you, and you should acknowledge their messages and address their concerns. To do this, you can build a Python Flask application to receive and respond to incoming SMS messages on a Plivo phone number. In this post, we walk you through how to implement this.

Prerequisites

Before you get started, you’ll need:

  • A Plivo account — sign up for one for free if you don’t have one already.
  • An SMS-enabled Plivo phone number as you want to receive incoming SMS messages. To search for and buy an available number, go to Phone Numbers > Buy Numbers on the Plivo console.
  • Flask and Plivo Python packages — run pip3 install plivo flask to install them.
  • ngrok — a utility that exposes your local development server to the internet over secure tunnels.

{{cta-style-1}}

Create a Flask application to receive SMS messages

Once you’ve installed Flask and the Plivo Python SDK, create a simple Flask application to handle incoming SMS messages on a Plivo number. Use this code:

from flask import Flask, request

app = Flask(__name__)

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

    from_number = request.values.get('From')
    to_number = request.values.get('To')
    text = request.values.get('Text')
    print('Message received - From: %s, To: %s, Text: %s' %(from_number, to_number, text))

    return 'Message Received'

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

Return a Message XML document to reply to incoming messages

To reply to an incoming SMS message, you need to return an XML document from the URL configured as the message_url in the application assigned to the Plivo number. The Python SDK can manage the XML document generation, and you can use the Message XML element to reply to incoming SMS messages. Use this code:

from flask import Flask, request, make_response, Response
from plivo import plivoxml

app = Flask(__name__)

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

    from_number = request.values.get('From')
    to_number = request.values.get('To')
    text = request.values.get('Text')
    print('Message received - From: %s, To: %s, Text: %s' %(from_number, to_number, text))

    response = plivoxml.ResponseElement()
    response.add(
        plivoxml.MessageElement(
            "Thank you, we have received your request.",
            src=to_number,  
            dst=from_number))
    print(response.to_string())  # Prints the XML
    # Returns the XML
    return Response(response.to_string(), mimetype='application/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 reply_sms.py. To run the code on the server, go to the folder where the file resides and use the command

$ python reply_sms.py

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

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 receive and reply to messages. 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 (5000 in this case, as our local Python 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://31123bc8f94e.ngrok.io/reply_sms/?From=14156667777&To=14156667778) in a browser. We used HTTPie to check the XML response from the ngrok URL.

XML document with Message XML element

Connect the Flask application to a Plivo number

The final step is to configure the app as a Plivo messaging application and assign it to a Plivo number on which you want to receive SMS messages.

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

Provide a friendly name for the app — we used “App-Incoming-SMS” — and configure the ngrok URL https://31123bc8f94e.ngrok.io/reply_sms/ as the Message URL. Select the HTTP verb as POST, then click Create Application.

Create Plivo App to handle incoming SMS messages

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 message application you just created. Finally, click Update Number.

Assign the Plivo App to a Plivo Number

Test the application

Send an SMS to the Plivo number you selected. You should see that the Flask application automatically sends a reply back to your mobile number.

And that’s how simple it is to receive and respond to incoming SMS messages using Plivo’s Python SDK and a Flask application.

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

May 5, 2021
5 mins

Infrastructure Ensures Fastest Delivery for Time-Sensitive Notifications

SMS notifications let you put important information in front of customers and prospects more quickly and more reliably than other communications channels.

SMS
Carrier Network

When you have notifications to send to customers, you want them to arrive as quickly as possible. Delays in important information about accounts, transactions, or appointments make customers unhappy, and can get them thinking about becoming someone else’s customer instead of yours.

The best communications channel for delivering notifications is SMS text messaging. SMS has a wider reach and more immediacy than options such as email and phone calls.

SMS is simple, quick, and cost-effective. Text messages get important information to your users when they need to know it, so they can act on it right away.

But while the technology is capable, you have to avoid some pitfalls to take best advantage of it. For instance, writing applications to deliver messages at scale requires a lot of code to ensure that correct phone numbers are being used for each recipient’s network and phone number type and the use case for the message. Writing and maintaining communications platforms and ensuring that messages are in complaint with the receiver’s country regulations is a time-consuming, expensive endeavor. This means increased development time and expenses.

Instead of writing the code in-house, you can turn to a communications platform as a service. But all CPaaS platforms are not created equal. Sending SMS messages can be similar to traveling internationally on an airline that uses a hub-and-spoke model. The airline decides what routes to operate, and you have to take those predetermined routes to get to your destination, which may involve transfers. Similarly, many CPaaS providers can’t provide a direct route from the sender to receiver. Sometimes, an international message may be transferred five or six times to get to its final destination. Worse, some CPaaS providers rely on aggregators to deliver messages on their behalf. In many cases, these aggregators utilize “gray routes,” sending messages to users in another country without paying the recipients’ networks for their delivery, which can result in low delivery rates.

For fastest delivery, your SMS platform should have direct connectivity with carrier networks in the countries where it operates. Going through aggregators is a sure way to slow things down. And if you have customers in multiple countries, you want to make sure your SMS platform has a global presence.

To minimize message delays as messages sent to customers across multiple networks, your carrier should employ automated quality checks and route around delays. Plivo deploys simulated handsets as test nodes across all the countries with multiple operators from the respective country, provisioned with real phone numbers from operators  local to each region. We send messages to these test nodes, and the results we receive back help our dynamic routing engine intelligently route messages to ensure speed of deliverability.

That helps keep our whole network speedy — but it’s not the only tool in our toolbox. Our Conversion Feedback API lets you update Plivo on conversions from two-factor authentication (2FA) and one-time password (OTP) SMS messages. Whenever a recipient successfully authenticates using the verification code they received, Plivo can make a post to an API endpoint. Plivo uses feedback to measure the reliability of the networks it uses so it can maintain high delivery rates in countries where carrier networks are sometimes unstable.

All of the features work together for effective, timely communication, according to home-sharing platform Houst, a Plivo customer. Company founder James Jenkins-Yates says, “When a guest has booked a rental, we send a set of automated messages using Plivo. There are several different reminders sent, including payment, verification, check-in, check-out, and review requests,” most of which require timely delivery — and that’s what Plivo delivers for Houst.

Check out our blog on how we architect our platform for high reliability. It explains how Plivo’s infrastructure and global network ensure that all SMS traffic is sent via the fastest, most reliable route.

May 4, 2021
5 mins

Reach Customers in 190+ Countries with Plivo Alerts and Notifications

SMS notifications have the best reach of all the channels businesses have available to communicate with customers and prospects.

SMS

The more your business grows, the harder it is to reach all your customers. But among the many communications channels available to you, one stands out for immediacy, cost-effectiveness, and ease of use.

Everyone wants a growing business. Having more customers means more revenue and a chance to make the world a better place with your products or services.

Keeping customers means keeping in touch with them. Sometimes you want to send them notifications of new products or policies. Sometimes you need to send them alerts about essential services or time-critical events. And sometimes you just want to offer them new information.

The problem is how to stay in touch cost-effectively at scale. Businesses have multiple options, including:

  • SMS
  • Voice
  • Email
  • Postal mail
  • Social media
  • Advertising
  • Word of mouth

They all have pros and cons when it comes to cost, immediacy, and reach. Email, for example, has low cost but only moderate immediacy. Word of mouth has no cost at all but very limited reach. The best combination of low cost, high immediacy, and almost universal reach is

SMS, a.k.a. text messaging. It offers global reach and immediate delivery at a low unit cost per message.

SMS can reach just about everyone. According to Pew Research, 96% of Americans owned a cell phone in 2019, and the mostly commonly used application for mobile phones is text messaging. That means your customers already have at their fingertips all they need to get your messages.

SMS messaging is the fastest messaging channel available. Most messages are delivered in less than five seconds — just what you want if you’re sending critical alerts and notifications, providing one-time passwords, or offering two-factor authentication. And with an SMS platform like Plivo, using Powerpack, you can automate sending high volumes of messages at one time.

Many people say text messaging is their preferred communication method. Other methods have shortcomings. People often decline to answer phone calls from numbers they’re not familiar with, and spam filters often catch bulk email messages before they reach recipients’ inboxes. By contrast, according to a widely cited figure, SMS open rates run around 98%. Sending your text messages from local phone numbers makes them even more effective.

Bottom line: SMS has the best reach for sending customized notifications and alert messages for cases such as

  • Financial transaction statuses
  • Order status updates
  • Lead alerts for sales teams
  • Password resets
  • Delivery and shipping notifications
  • Appointment reminders

Plivo is architected to leverage SMS potential reach, as Plivo customer Deckers discovered. “Plivo’s queuing system was a huge selling point,” says Jacob Martinez, Project Manager for Deckers’ ecommerce team. “The less we have to manage things like rate limits and batch sizes, the less burden gets put on the developers. If we have 50,000 text messages we have to send, we don’t have to worry about how those will get through. We just send them all and Plivo handles it.”

We’ve written a white paper on how to optimize your SMS communications. It offers information about the different types of SMS (long code, short code, toll-free), international options, and pitfalls to avoid. Read it to see how you can increase your reach by using SMS messaging.

Apr 30, 2021
5 mins

How to Build a Call Forwarding App the No-Code Way Using PHLO

PHLO | Plivo | You can get started to Build a Call Forwarding App the No-Code Way Using PHLO.

PHLO
Voice API
How To

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 High Level Objects (PHLO), our visual workflow design studio, which lets you build applications without writing any code.

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

Create a PHLO to forward calls

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

To get started, visit PHLO in the Plivo console and click on the Create New PHLO button. A pop-up window gives you a list of prebuilt templates to start with. Choose Call Forwarding and click Create Application to create a PHLO with the prebuilt components to build a call forwarding workflow.

create a PHLO using Call Forwarding Template

Now click on the Call Forward node, then add configuration information for the node in the right pane. Remove the dummy numbers from the “To” field and use a valid phone number in E.164 format. The liquid tag `` in the From field will automatically pick up the Caller number and set it as caller ID to forward the call. If you wish to hard code the caller ID number, enter a valid number here. Click Validate to save the configuration.

configure the parameters in Call Forwarding node

That’s all we’re going to do for now — we told you it was simple. Give the PHLO a name by clicking on the pencil icon in the upper left, then click the Save button in the upper right.

Activate the PHLO on a Plivo number

Before you can receive a call using this PHLO, you have to assign it to a Plivo number. Go back to the Plivo console and click on Phone Numbers on the left nav bar. From the list of Your Numbers, click on the number you want to use. On the next screen, from the Application Type drop-down, choose PHLO. From the PHLO Name drop-down, choose the PHLO you just created. Then click Update Number at the bottom of the screen.

assign the PHLO to a Plivo number

Guess what? You’re done! You don’t have to run a program for this PHLO to work. Just call the Plivo number you specified and you should get the call forwarded to the phone number specified in the PHLO.

Conclusion

And that’s all there is to build a call forwarding app using PHLO, Plivo’s visual workflow design studio. You can edit this PHLO app to forward calls to a series of numbers, route calls to different numbers depending on whether it’s during or after business hours, do timezone-based routing, or implement other call forwarding scenarios to meet your needs.

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

Apr 29, 2021
5 mins

Plivo Is Simple By Design

Plivo’s cloud communications platform is simple to use, well documented, and fully supported. Our APIs make it easy to build complex applications.

CPaaS

Businesses that need to communicate with customers and prospective customers often choose SMS messaging. Just about everyone has a cell phone nowadays, and SMS comes native on all mobile devices. And everyone knows how to read and reply to text messages, so no training is required.

To streamline SMS communications, businesses use application-to-person (A2P) platforms like Plivo to programmatically tailor their messages to meet their needs. Some of the logic that drives those communications can be pretty complex, so it behooves companies to keep the tools they use to power their platforms simple.

Plivo comprises a set of APIs and tools that businesses can use to power their voice and messaging communications. One of our key principles is to keep things simple for our users while we allow them to build complex applications.

Simple from the start

The theme of simplicity starts right from our registration process. To try out Plivo, all you need is an email address.

That’s a big change from old-school on-premises communications platforms, which required that businesses buy hardware and telecom equipment and hire experienced administrators and the developers needed to write and maintain messaging applications. Plivo is hosted in the cloud, so you don’t have to worry about buying or administering hardware — you only have to pay for whatever resources you use.

Maybe you’ve already used another communications platform — many of our customers find us when they’re looking for a Twilio alternative, for instance. When you begin diving into our documentation and using our code, you’ll find our APIs look pretty familiar. We do all we can to make Plivo easy to work with, including for people who are migrating from other platforms or using Plivo as a second service for fault tolerance or higher throughput.

While we’ve made Plivo’s APIs simple to use, some organizations would just as soon avoid writing any code if they can. For them, we built Plivo High-Level Objects (PHLO), a visual design studio that lets you create custom communication workflows for both voice and SMS without coding. PHLO employs prebuilt templates for tasks such as alerting, IVR, surveys, and voicemail, so you can shorten your development cycle. Once you’ve created a workflow in the visual designer, you can modify the code and customize it if you like.

Tough questions, simple answers

As you build workflows with PHLO, write code with our APIs, or manage Plivo from our online dashboard, you may have questions. That’s where our documentation comes in. We have getting-started and how-to guides that explain concepts, walk you through processes, help you troubleshoot problems, and give examples so you can apply what you learn to your own use case.

If the documentation doesn’t give you the answers you need, you can turn to our support team. We have experts ready to help you seven days a week, 24 hours a day, so wherever in the world you are (did you know Plivo offers services in more than 190 countries?) we’re available to solve problems — including service issues. In most of the countries we serve, Plivo works directly with in-country, Tier 1 carriers with direct interconnectivity to local telecom network operators. That not only helps us provide high deliverability with low latency, it also lets us help you remove obstacles caused by carriers.

Ease of use? Verified!

Of course any company can claim their software is easy to use, so don’t just take our word for it. Check out the G2 Grid for Cloud Communications Platforms. Plivo is ranked number one in customer satisfaction among the leaders. That shows that our plan for keeping things simple is working.

No one wants to have to jump through hoops to make their communications software do what they want. We know that, and we want to make sure Plivo is easy for you to use — easy to get started with, easy to incorporate into your applications, and easy to administer. Sign up and check us out, and let us know how we’re doing for you.

Apr 28, 2021
5 mins

How to Write a Cloud Function to Send SMS in Node.js and Plivo’s SMS API

SMS API | Plivo | You can get started to Write a Cloud Function to Send SMS in Node.js and Plivo’s SMS API.

Node.Js SDK
SMS API
How To

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. As a first project, let’s write a cloud function in Node.js to send SMS messages through Plivo.

Create a Firebase project

We’ll use Firebase, Google’s mobile app development tool, to implement the cloud function. To initialize a Firebase project, go to firebase.google.com and click Go to Console in the upper right corner. Create a Firebase account if you don’t have one already. Firebase has a free Spark plan and a pay-as-you-go Blaze plan. To make outbound networking requests, you must sign up for Blaze. From the Firebase console, click on the ‘Add project’ button to create a new project. Fill in the details on the next few screens and click Continue. Firebase will create the project and take you to its overview page.

Write and deploy a cloud function

Now we can start writing the cloud function in the Firebase CLI to send a message using Plivo’s SMS API.

Install the Plivo SDK and Firebase CLI

We’ll presume you already have your Node.js environment set up. Change to the directory into which you want to install the Plivo Node.js SDK and Firebase CLI and run

$ npm i -S plivo firebase-tools

Set up the Firebase CLI

Once the Firebase CLI and Plivo Node.js SDK are installed in your local project directory, you can set up Firebase locally and write a cloud function.

Run firebase login to log in to your Firebase account.

Initialize a new Firebase project in your local setup by running firebase init. You’ll be asked to select the Firebase features you want to set up. Use the down arrow key to navigate to Functions and press space bar to select it, then press Enter.

Initialize Firebase project locally

You’ll be asked to select whether you want to use an existing project or a new one. Select “Use an existing project” to use the project you just created in the Firebase console.

You’ll be asked to select the language you wish to write the function in. Choose “JavaScript,” and in the next step, choose yes to install the dependencies and complete the setup.

Write a cloud function

Once the setup is complete, open the project in a text editor to write the function to send SMS messages. Check the project’s folder structure to find the boilerplate code added by Firebase.

Before writing the code, we need to add Plivo as a dependency in the package.json file and run npm install to add the dependency to package-lock.json.

You can use the code below to replace the index.js file with a cloud function to send SMS messages using Plivo’s Node.js SDK.

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const functions = require("firebase-functions");
const authId = 'AUTH_ID';
const authToken = 'AUTH_TOKEN';
const Plivo = require("plivo");

// Initialize Plivo with API credentials
const client = new Plivo.Client(authId, authToken);

exports.sendSms = functions.https.onRequest(async (req, res) => {
    try {
        client.messages.create({
                src:"+14156667777",
                dst:"+14156667778",
                text:"testing firebase functions",
                method: "GET",
                url: "http://foo.com/sms_status/"
            })
            .then(function(response) {
                console.log(response);
            })
            .catch(err => console.log(err));
    } catch (err) {
        res.send('There was an error sending the SMS message');
    }
})

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 on the Overview page of the Plivo console. Replace the placeholders AUTH_ID and AUTH_TOKEN in the above code with the values from the console.

Find Your Auth Credentials on Plivo Console

Choose a phone number

You need an SMS-enabled Plivo phone number to send messages to the US and Canada. Check the Numbers screen of your Plivo console to see what numbers you have available and which of them support SMS capabilities. You can also buy numbers from this screen and use it as the SRC number instead of “+14156667777” in the above code.

Buy a New Plivo Number

SMS regulations vary from country to country. For messages to countries other than the US and Canada, you might want to register an alphanumeric sender ID for your messages. You can learn more about the use of alphanumeric sender ID and register one from the Messaging > Sender IDs page of the console.

Deploy the cloud function

Once you’re done writing the cloud function and have replaced all the necessary placeholders with actual values from the Plivo console, you can deploy the function to the Firebase cloud by running firebase deploy --only functions, which makes it available to run via URL.

Deploy cloud function to Firebase

Send an SMS message

Now go to the Firebase console, navigate to your project, and click on the Functions option on the left navigation bar. Copy the URL assigned to your project into a new browser tab and press enter. Voilà! The phone number you specified will receive the SMS message body configured in the code.

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 Phone Numbers > Sandbox Numbers page of the console.

Next step: incoming messages

Of course sending messages is only half of the equation. You can use Plivo and Firebase cloud functions to receive incoming messages too. For your next project, give that a try — create an application to receive SMS messages using Node.js, following the instructions in our Quickstart Guide.

Haven’t tried Plivo yet? Getting started is easy and only takes 5 minutes! Sign up today.

Apr 26, 2021
5 mins

Plivo’s Latest Safeguards Against Telecom Fraud and Spam

Plivo is taking new measures to let our customers improve the trust their customers have in them, via STIR/SHAKEN, Google Verified services, and 10DLC.

Fraud Prevention

Telecom fraud and scams are a fast-growing problem — Americans were hit by almost 46 billion robocalls in 2020 alone, costing $10 billion annually. As more businesses turn to IP telephony for their communications needs, and with mobile communication becoming an integral part of our lives, the obligation to address fraudsters and scammers has become increasingly urgent.

Telecom fraud comes in various forms — PBX hacking, toll fraud, robocalling, subscription fraud — and it’s detrimental to businesses and individuals alike. In recent months, the telecom industry has begun deploying new technologies to combat the surge of spam phone calls at scale, and CPaaS providers like Plivo are joining the fight.

Here are some policies and actions the telecom industry is taking to minimize the risk of telecom fraud, along with information about how Plivo plans to support these initiatives for its customers.

STIR/SHAKEN

To help prevent unwanted robocalls, the FCC has begun implementing the STIR/SHAKEN protocols. STIR (Secure Telephone Identity Revisited) and SHAKEN (Signature-based Handling of Asserted Information Using Tokens) encompass a framework of standards that aim to address the accuracy of caller ID information. They help consumers authenticate calls they receive by digitally validating calls passing through carrier networks. The FCC has directed carriers to implement robust call authentication by adopting STIR/SHAKEN standards by June 30, 2021.

Plivo is working on an authentication process to comply with the STIR/SHAKEN protocols. We’re already testing calls, and we expect to complete our implementation well before the June 30 deadline. This means that we’ll be able to start signing outgoing calls on customers’ behalf and ensure their calls get the right attestation so that call recipients can feel confident answering them. In the coming weeks, our customers will be able to submit to us their business information and the phone numbers they own and use as caller IDs so we can verify them.

Google Verified SMS and Verified Calls

Meanwhile, Google is adding a couple of security-focused features to its Android Messages app, including Verified SMS and Verified Calls, two tools to combat fraudulent text messages and phone calls. Verified text messages and incoming calls will display a business’s name, their logo, and a verification symbol that indicates that the communication has been verified by Google. For phone calls, Google takes it a step further by indicating why the business is calling.

Now that mobile communications is so popular and widely used, businesses need to stand out and provide messages and call recipients with greater confidence that their brand is reputable. Verified SMS and Verified Calls are great ways for businesses to enhance customers’ trust in their brands.

Plivo is partnering with Google to register businesses and implement the back-end technology to support the services through both our messaging and voice API products. Our customers will be able to enroll via Plivo. Implementation requires no additional engineering efforts and offers organizations a richly branded profile including the business name, description, and logo. We expect support for Verified SMS and Verified Calls to be available in beta sometime this year.

A2P 10DLC

On yet another front in the battle against spam, A2P 10DLC has shifted the landscape of business text messaging, providing new routes dedicated to high-volume text messaging in the form of 10-digit long codes. The objective for 10DLC is to provide stability, reliability, and security to both businesses and their customers. But before telecom customers can take advantage of these sanctioned routes, carrier networks such as AT&T and T-Mobile require an in-depth qualification process that verifies the legitimacy of the business. (Verizon doesn’t require businesses to submit themselves for qualification.) The qualifying process takes into consideration both business details and the use case of a messaging campaign, and yields a result that dictates the number of messages the business can send within a given day.

Plivo customers can register their brand — the business they’re creating a campaign for — through the Plivo website. Once the brand has been approved and has been assigned a “trust score,” campaign and throughput details for the AT&T network will be passed over to us, which we will then confirm with you via email. At this time, T-Mobile hasn’t disclosed throughput details; once this information is available, we’ll make it known to all customers via email.

A new verification tool to help give customers confidence

Through all of these scenarios you’ll notice the common theme of confirming that a business is who they say they are. To streamline this qualification process across the different protocols and features, we’ll be enabling a verification tool in the Plivo console, which will comprise of two parts:

The first part will be dedicated to the verifying business details. Plivo will confirm the legitimacy of an organization’s submitted details and apply approval at the account level, giving customers access to the products highlighted above.

The second part will be product-specific, with dedicated pages on our left-side menu detailing requirements for each (STIR/SHAKEN, Google Verified SMS, 10DLC), where you can submit the appropriate information.

We expect to roll out this tool sometime in 2021, and we’ll share more details once they’re available.

Brands that value building trust with their customers are likely to outperform those that don’t. Plivo is eager to help our customers implement measures to safeguard against telecom fraud. We believe that all of these initiatives will help businesses strengthen their conversations with users, build trust, prevent scams, and provide a safer space for mobile communications globally.

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Sign up for free.

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