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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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Apr 20, 2021
5 mins

Introducing Multiparty Calls with Plivo

Plivo introduces a new multiparty call component, now available in public beta.

Voice API

Creating basic conference calls with Plivo is easy. But what if you want more control for advanced contact center and sales dialer use cases, such as:

  • being able to dial out to another agent or supervisor directly from the call
  • being able to do a warm transfer to another agent
  • enabling a supervisor to coach an agent without the customer listening to it
  • playing custom background audio to different parties

At Plivo, we understand how important it is for call centers and sales teams to monitor the performance of their agents using recorded calls as reference for training. Gathering insights driven by AI technologies helps improve the overall quality of their service.

That’s why we’re excited to announce our multiparty calls component in public beta, which gives customers the ability to assign roles like agent, customer, and supervisor to participants of a call. Using this, businesses can manage the user experience programmatically by adding and removing agents on the call, performing warm and cold transfers, and enabling supervisor coaching. Multiparty calls can be used for standard multiparty audio bridges, inbound contact centers, and outbound sales dialers, for up to 10 participants.

For traditional “meeting” use cases where more participants may need to be connected, please checkout our conference offering.

Here are some great features that can help you enhance your experience with our multiparty call component.

Assign agent and customer roles

Businesses can assign users roles and trigger different permissions accordingly. You can configure a multiparty call so that the agent can initiate and manage transfers, and can even specify different hold music to be played to the agent and the customer. You can also assign a ”supervisor” role to appropriate stakeholders so they have the ability to monitor calls as they see fit.

Coaching functionality

Businesses can also take advantage of coaching functionality. A coach participant can talk to one participant without the other caller hearing the audio. This is a must-have in call centers that want agents to perform well and provide excellent service. Coaching provides a way for call center agents to learn new skills, get feedback on the work they’re doing in real time, and get to the heart of problems they’re experiencing.

Call recording controls

Businesses will have the flexibility to determine which parts of the conversations are recorded. This means adding commands to record the leg of any conference call. This is especially useful when an agent wants to start a call recording only after the customer provides consent to record, or pause an active recording when collecting payment information. Many agents need to collect PII (personally identifiable information), but it could be a liability to have that information stored in a recording if it isn’t necessary. Many prefer to pause the recording while collecting the PII, then resuming the recording immediately afterward.

You can even go as far as setting controls at the participant level, so that if a supervisor is on the call to coach an agent in real time, you can configure the recording to only be inclusive of the customer’s audio.

Warm transfers

Finally, businesses can add people to an in-progress phone call to provide a seamless customer experience — also known as a warm transfer. Some businesses have a receptionist speak with the appropriate agent before they send a call to them, or a representative from one department briefs another colleague about the inquiry at hand before transferring the customer. Typically, a caller is put on hold while the call center operator dials the desired extension. After being notified, the transfer destination can then accept the call and complete the transfer. Taking a moment to make sure the transfer recipient has all pertinent info goes a long way in customer service toward ensuring clients’ continued happiness.

Multiparty calling programmatically adds the right participants at the right time to streamline customer support and virtual coaching sessions and consultations, while also assigning proper user permissions using only participants’ phone numbers. And getting started is easy — just check out our thorough API Reference Guide to learn more.

Plivo’s multiparty calling component is available in public beta. Haven’t tried Plivo yet? Getting started only takes five minutes! Sign up today.

Apr 12, 2021
5 mins

How to Prepare for Post-Pandemic Changes in Business Communications

Get tips on how a CPaaS can help your business meet today’s customers’ changing communication expectations.

CPaaS

The COVID-19 pandemic has changed people’s behavior in a lot of ways — among them, how they interact with businesses. Businesses that want to maintain communication with customers and prospects need to consider how their communication strategies have to change in light of a more online, remote, and virtual world.

At Plivo, we spend a lot of time thinking about how to help businesses communicate better. We just published an ebook called Rethinking Business Communications: Plivo’s Guide to Better Customer Experience in 2021. You should download it to get our perspective on how you can adapt your communications to meet changing customer expectations. Here’s a taste of what you’ll find in the ebook.

Reach out strategically

Want to stay in touch with your customers? SMS and MMS is the way to go. SMS messages have a 98% open rate, 90% of text messages are read within three minutes, and text messages have a 209% higher response rate than phone, email, or Facebook.

Businesses can use text messaging to their advantage, but the details can trip them up. Should they use long code phone numbers or short codes? What about the new 10DLC numbers? How do you send potentially hundreds of thousands of messages and meet throughput requirements while staying in compliance with carriers’ restrictions on messaging volumes? The ebook offers some tips, and if they’re not enough, we’ve written a blog post on SMS best practices.

Let customers help themselves

Customers don’t always need you to help them get where they want to go. And we’re not talking about just pushy salespeople in retail shops — every business is moving toward more self-service.

One way to automate self-service is through interactive voice response (IVR) systems. With a good IVR setup, customers can open service tickets, pay bills, schedule payments, book appointments, and track order shipments. On our website, we’ve got a great tutorial on how to put together an IVR system using PHLO, our visual workflow builder, or by using our APIs in any of seven popular programming languages.

Always be there

Customers and potential customers expect businesses to be there for them all the time. That can be tough on a company’s social media team — but hey, we’re all having trouble sleeping these days, so maybe responding to tweets at 3 a.m. isn’t so bad.

When it comes to business communications, always being there means having a communications infrastructure that’s always online. That’s especially important for tasks like two-factor authentication, for example. It’s critical that every 2FA voice and SMS message gets delivered within the 10- to 15-second window that avoids disruption in the customer experience.

Plivo provides 99.99% uptime, as do other cloud communications platforms, but even that may not be enough. That’s why it pays to have a fallback channel — a second provider that can step in and seamlessly maintain your availability. Having a second communications platform can also help you load-balance your messaging when both platforms are up.

Communications for a changed world

Those are just a few of the tips and hints you’ll see in our latest ebook. We think you’ll find additional observations in it that can help your business.

It’s going to be a long time before we give up social distancing for group hugs, and elbow bumps for handshakes. We might never get back to our old habits of doing business primarily in person. Download our Rethinking Business Communications ebook for more tips on how to meet today’s customers’ changing communication expectations.

Apr 9, 2021
5 mins

A Guide to Sender IDs: Why They’re Important and How to Use Them

Sender ID Number: Sender ID is the name or number of the sender of an SMS message. Here’s everything you need to know to get started with your SMS campaigns.

Sender ID
SMS API

Put yourself in the shoes of the average, everyday consumer, and imagine you get two text messages from two different companies. The first message comes from a seemingly random number that you don’t recognize, and the other has a clear sender.

Which one will you ignore or delete? Which one will you open and read? Which one are you more likely to trust?

Sender identification codes (sender IDs for short), help message recipients more easily identify who a message is coming from. When recipients see an ID they recognize, they’re more likely to trust the message they’re receiving and open it.

In short, sender IDs can help you get better results from your SMS campaigns.

Not every country supports sender IDs (more on that below), but in the countries that do, they’re an effective way for businesses to successfully engage with their customers.

In this article, we’ll cover what sender IDs are, why and where businesses should use them, and how they can enhance SMS campaigns.

What are sender IDs?

Sender IDs are alphanumeric identifiers you can use to brand your text messages and show your customers who you are before they tap the message to read it.

Sender IDs can use any combination of numbers and letters up to 11 characters (except in India, which requires exactly six characters) to spell out a brand name, a product, or almost anything you want.

It’s important to note that alphanumeric sender IDs are not available everywhere. In fact, carriers in nearly all of the Western Hemisphere, including the US and Canada, plus China, don’t support alphanumeric sender IDs.

If your SMS campaigns are limited to those areas, you can skip the rest of this article, though we encourage you to learn about Google Verified SMS as an alternative.

If  you send messages to customers in Europe, Asia, and Australia, sender IDs can be an important tool for your campaigns.

Why use sender IDs?

Sender IDs can be a critical part of successful SMS campaigns because they help you create trust among your customers, and may lead to greater engagement with your messages.

When you get a message from someone you know, you’re more likely to open and read that message. Customers who have opted in to receiving your messages should recognize your sender ID and associate it with your brand. That’s important in establishing trust and helping to make sure they open future messages.

On the other hand, without a sender ID, you could be diminishing your brand. Customers may not connect your message to your brand, and will almost certainly forget the random number your message comes from. This could make them less likely to open and read your messages in the future.

The upshot is that using sender IDs is an SMS best practice for building brand familiarity with your customers. In some cases, it’s a necessity. Many countries require sender IDs.

Does that mean that if you need to reach customers in the US and Canada, where alphanumeric sender IDs aren’t available, you shouldn’t consider SMS campaigns? Certainly not. No matter where you’re sending text messages, SMS is an effective way to reach customers — but if sender IDs are an option, you should use them.

When should you use sender IDs?

It’s almost always a good idea to use branded sender IDs when running an SMS campaign in which some of the recipients are in countries that support them. Here are some specific use cases where it’s especially important.

Reminders/alerts/notifications

SMS notifications allow businesses to disseminate critical information with reach, immediacy and ease. This is especially important for time-sensitive notifications such as flight changes or appointment reminders. A sender ID helps ensure that recipients recognize the sender as a trusted contact.

Banking/financial

If you’re sending messages for two-factor authentication to allow users to set up accounts, reset passwords, or conduct other private business, you can help customers feel confident they’re being contacted by the right company so they can avoid falling for scams or compromising their private data.

Marketing/promotions

When you’re contacting customers to advise them of an offer, promote a product, or simply to build your brand, sender IDs are critical. Without them, customers may assume your message is a scam, or simply ignore it, even if they opted into your messages.

Ride-hailing/delivery

As with the other examples, SMS campaigns advising of a ride-hailing arrival or order delivery require trust. People want to make sure the entity contacting them, asking them to open their doors, is legitimate.

Customer nurturing

One of the most powerful ways to use SMS is to engage customers after they’ve taken an action or attended an event. A well-placed message can drive customers toward a purchase. Seeing a branded sender ID allows them to instantly make the connection to their previous experience with the brand, and they may be more likely to engage.

Plivo makes sender IDs easy with registration in the console

Rules and practices around sender IDs vary by country, beginning with the registration of the IDs. Some countries require that IDs be preregistered, while others don’t. In countries that do require preregistration, companies need to provide information, and sometimes additional documents, to validate the sender IDs they wish to use. Depending on the country, sender ID validation can take up to two weeks to complete.

Sender IDs need to be registered and maintained separately for each country, which can be a cumbersome process when you want to send messages to multiple countries. However, Plivo’s SMS API simplifies the process by managing all of your registrations from the Plivo console, reusing documents, and tracking progress as you go. You don’t have to manually send documents to each country, and you can track the status of your registration in real time.

To learn more about sender ID registration, read our guide to sender ID registration or talk to one of our experts.

Apr 8, 2021
5 mins

How to Make and Receive Phone Calls Using Plivo’s Voice API and Go

How to make and receive outgoing and incoming voice calls using Go with the Plivo Voice API.

Go SDK
Voice 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. Don’t worry — Plivo has an SDK to help you out. Let’s see how to make outbound calls and handle incoming calls through Plivo in a Go application.

Install the Plivo SDK

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

$ go get github.com/plivo/plivo-go/v7

or you can clone our GitHub repository into your GOPATH.

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 voice-enabled Plivo phone number if you want to receive incoming calls. Check the Numbers screen of the Plivo console to see what numbers you have available. You can also rent numbers from this screen.

Buy a New Plivo Number

Use PHLO to set up an outbound call

Now you can turn to PHLO, Plivo’s visual workflow design studio, to set up the workflow for an outbound call. Click on the PHLO icon on the left-side navigation bar, then on Create New PHLO. In the window that pops up, click Build My Own.

Let’s start with a very simple workflow. From the list of components on the left side, drag and drop the Initiate Call component onto the canvas, then connect the Start node to the Initiate Call node using the API Request trigger state.

Now you can add configuration information for the call in the right pane. Valid phone numbers begin with a plus sign and a country code. Add a caller ID number in the From field and a destination number in the To field, then click Validate to save the configuration.

PHLO lets you use variables for From and To values, but we’re keeping it simple for this example.

Now drag the Play Audio component onto the canvas. Connect the Initiate Call node to Play Audio using the Answered trigger state. In the Configuration panel, enter the text you want to play for the call recipient, then click Validate.

Create a PHLO for outbound calls

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.

Run the PHLO to make a call

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

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package main

import (
	"fmt"
	"plivo-go"
)
// Initialize the following params with corresponding values to trigger resources
const authId = "<auth_id>"
const authToken = "<auth_token>"
const phloId = "<PHLO_ID>"

func main() {
	testPhloRunWithoutParams()
}

func testPhloRunWithoutParams() {
	phloClient, err := plivo.NewPhloClient(authId, authToken, &plivo.ClientOptions{})
	if err != nil {
			fmt.Print("Error", err.Error())
			return
		}
	phloGet, err := phloClient.Phlos.Get(phloId)
	if err != nil {
			fmt.Print("Error", err.Error())
			return
		}
	response, err := phloGet.Run(nil)
	if err != nil {
			fmt.Print("Error", err.Error())
			return
		}
	fmt.Printf("Response: %#v\n", response)
}

Substitute actual values for <auth_id>, <auth_token>, and <PHLO_ID>. Save the file and run it with the commandBoom — you’ve made an outbound call.

$ go run TriggerPhlo.go

Set up inbound calls

Of course outbound calls are only half of the equation. Plivo supports inbound calls as well. To see how, let’s create another PHLO and again specify Build My Own. This time, drag the Play Audio component onto the canvas and connect the Start node to it using the Incoming Call trigger state. In the Configuration panel, enter some text to speak to the caller when the call is answered, then click Validate to save the configuration. Give this PHLO a name, then click Save.

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 dropdown, choose PHLO. From the PHLO Name dropdown, choose the PHLO you just created. Then click Update Number at the bottom of the screen.

Create a PHLO to receive incoming call

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 hear the message you configured read by Plivo’s text-to-speech processor.

Conclusion

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

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

Apr 6, 2021
5 mins

Overcome SMS Messaging Roadblocks with an SMS API Platform

If you’re not using an SMS API provider, delivering messages to your customers is like a bad game of telephone. Here’s how to overcome your comms roadblocks.

Carrier Network
SMS API

Remember playing “telephone” when you were a kid? One of your friends would think of a message, then whisper it into the next kid’s ear, who would then pass it on to the next in line.

Turns out, playing telephone is a lot like using SMS to send messages internationally — except that one of the kids in the chain may suddenly decide to use a different language, or wait several hours before relaying the message, or not pass the message on at all.

Delivering SMS messages across multiple countries is a tricky game that requires you to rely on unreliable networks. Too often, that means your messages don’t get through.

If sending SMS messages is important to your business, it’s important to know why the process can be challenging. Chances are you use, or are considering, an SMS API platform as the infrastructure to integrate SMS with your applications. By learning about potential bottlenecks, you can evaluate an SMS API provider on how they can help you overcome the difficulties and maximize your success.

Problem: potential network issues

Sending an SMS message seems like it should be simple and straightforward. You press Send and your message goes out and pops up on the recipient’s handset.

If you’re sending SMS messages within the United States and Canada, you can usually count on that process happening with no surprises. But sending messages to users in other countries can be complex. Your message may have to pass across unreliable networks, due to the inherent complexities of sending SMS messages globally.

When you send messages internationally through an SMS API provider, the messages navigate a labyrinth of networks, hubs, and carriers. Every time your messages get handed off from one carrier to another, the potential for problems multiplies.

Think of it like air travel: If you have a direct flight or just one connection, chances are you’ll reach your destination on time. But if you have multiple connections through different countries on different airlines, your chance of encountering delays increases.

Likewise, international mobile networks and carriers can introduce complexities that cause your SMS messages to fail in a variety of ways.

Messages may be delayed

When sending SMS messages, you expect your messages to be delivered instantly. However, if you’re dealing with multiple carriers and aggregators (businesses that decide how to route messages to different carriers) around the globe, that’s not guaranteed.

Depending on your use case, delays of up to a minute or two might be OK, as long as the message gets delivered. But for time-critical messages, such as one-time passwords or two-factor authentication messages, a delay of just 20 seconds is the same as failure.

The message might look different than expected

Some networks struggle with delivering a message in the format in which it was created. Longer messages might be split up into multiple messages, or the networks might not support special characters, such as Unicode or GSM.

Format changes could alter a message’s intent, leave the user confused, or even render the message unreadable. And unexpected changes may cause recipients to dismiss a message entirely.

The sender ID might not be retained

With many networks, it’s not guaranteed that yoursender ID will be retained. If users don’t recognize the sender, they may dismiss the message or, worse, block the sender.

The message may never be delivered

Another frustrating thing that can happen when you send SMS messages to users is that the message simply doesn’t show up, and you may never know it.

Unfortunately, this scenario does happen with some networks. Messages don’t get sent, and delivery reports don’t reflect what actually happened.

Low-quality mobile carriers in many countries don’t provide delivery reports on SMS messaging, making it impossible for companies to evaluate their campaigns. Some carriers that do provide reports may even lie about them.

With the problems and unreliability of sending global SMS messages, the situation may seem hopeless. But with the right SMS API provider, you can overcome these challenges.

Plivo helps you get messages through — no matter what

Plivo’s SMS API platform helps you run a successful SMS program, even on unreliable networks. We make sure that your messages not only get delivered but also maintain their integrity and accuracy.

We achieve that by not working with aggregators, but instead maintaining our own relationships with high-quality carriers. That ensures that our customers’ messages don’t get stuck in an aggregator’s infrastructure, but instead take a more direct route to users’ handsets.

One of the techniques we use in countries with multiple carriers is to use handsets as global test nodes. Using this technique, the platform sends messages to the test nodes and measures the results, including deliverability, speed, sender ID confirmation, and character set. Based on this feedback, we can choose the best route to maximize delivery success.

Another approach we use for one-time password messages is to mark them as trackable. When a user receives such a message and successfully authenticates, the platform gets those results reported back. Our delivery reports then let customers measure performance. It’s important to know that you can evaluate carriers on their consistently high deliverability rates.

Our platform supports different character sets in different countries and languages, and with different carriers. GSM is the standard default encoding, and our intelligent message system will automatically encode any text message that contains a Unicode character into the equivalent GSM character. We also ensure that your messages are not split up, so they’re delivered the way you intend.

Another way we help ensure accurate delivery is by supporting sender IDs, which are required in many countries to make delivery easy. A sender ID is what appears on someone’s phone to indicate who sent the message. If your sender ID isn’t retained through the delivery process, it can slow down delivery and reduce trust among your users. Plivo’s SMS API platform makes sender ID registration easy, so your users trust your messages.

Regulatory compliance

User data and privacy regulations vary from country to country, making compliance complicated, but it’s critical that you follow regulatory guidelines. Running afoul of data privacy and opt-out rules can put your whole program in jeopardy and potentially subject you to penalties.

Our SMS API platform helps you make sure you’re meeting all of the necessary requirements by

  • protecting and purging sensitive customer data,
  • complying with each country’s frequency limits, and
  • offering simple, automatic opt-outs.

With these features, we can help ensure that your SMS messages comply with relevant regulations.

Reliability strategy

As we’ve mentioned, carriers in some countries are unreliable. We partner with Tier 1 carriers that promise high deliverability and accurate reporting. But even those carriers occasionally have problems, so we’ve built a redundant carrier network. If one carrier’s systems are down, we can automatically reroute messages to the next best available carrier. As a result, we guarantee uptime and availability rates that work out to less than an hour of downtime over the course of a year.

Geographic coverage

As your business grows, you may need to contact customers regardless of where they are in the world.

Our platform features a quality-based routing engine that provides fast global delivery. Our real-time message delivery and opening feedback reporting help us evaluate carrier routing with you, so we can apply those insights to future campaigns.

Plivo can even help with open and response rates. Depending on your use case, we can automatically select local phone numbers based on recipients’ area codes. Recipients are more likely to trust and open a message when they see that it comes from a local number.

Custom solutions

Businesses have varying needs and use cases for SMS campaigns. Whether you’re sending promotional texts or time-sensitive messages for two-factor authentication, Plivo lets you quickly and easily customize, scale, and integrate features that matter to you.

We let you deliver messages using consistent sender IDs to maintain trust and connection with your customers. You can customize your code quickly and easily to simplify your campaign deployments, and segment your customers to track campaign performance.

And that’s just the beginning. Plivo offers the solutions you need to run successful campaigns.

Choose an SMS API that reliably delivers your messages

To reach customers by text message, you need an SMS API provider that ensures your messages get through. Our SMS API platform and global delivery network help leading businesses reach their global customer base in minutes with SMS autoresponders, surveys, marketing, reminders, and more.

To learn more about the Plivo SMS API platform,talk to one of our experts.

Apr 1, 2021
5 mins

How to Send and Receive SMS Messages Using Go and Plivo’s Messaging API

Get started with Plivo’s SMS API and Python to send and receive SMS text messages.

Go 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. Don’t worry — Plivo has a Go SDK to help you out. You can use it write Go applications that send and receive SMS messages.

Prerequisites

To get started, you need a Plivo account — sign up with your work email address if you don’t have one already. If this is your first time using Plivo APIs, follow our instructions to set up a Go development environment.

Send an SMS message

Now you’re ready to start. Create a file called SendSMS.go and paste into it this code.

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package main

import "github.com/plivo/plivo-go/v7"

func main()  {
  client, err := plivo.NewClient("<auth_id>","<auth_token>", &plivo.ClientOptions{})
  if err != nil {
    panic(err)
  }
  client.Messages.Create(plivo.MessageCreateParams{
    Src: "<sender_id>",
    Dst: "<destination_number>",
    Text: "Hello, world!",
  })
}

Replace the auth placeholders with actual values from the Plivo console. Replace the phone number placeholders with actual phone numbers in E.164 format (for example, +12025551234). In countries other than the US and Canada you can use a sender ID for the message source. You must have a Plivo phone number to send messages to the US or Canada; you can rent a Plivo number from Phone Numbers >Buy Numbers on the Plivo console or via the Numbers API. Save the file and run it.

$ go run SendSMS.go

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 (sandbox) a number by going to the console’s Phone Numbers > Sandbox Numbers page.

Receive an SMS 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 setting a Message URL in your Plivo application. Plivo will send the message along with other parameters to your Message URL.

Create a file called receive_sms.go (or whatever name you like) and paste into it this code.

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package main

import (
	"net/http"
)

func handler(w http.ResponseWriter, r *http.Request) {
	fromnumber := r.FormValue("From")
	tonumber := r.FormValue("To")
	text := r.FormValue("Text")
	print("Message Received - ", fromnumber, " ", tonumber, " ", text)
}

func main() {
	http.HandleFunc("/receive_sms/", handler)
	http.ListenAndServe(":8080", nil)
}

Save the file and run it.

$ go run receive_sms.go

You should then be able to see your basic server app in action on http://localhost:8080/receive_sms/.

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 SMS messages (follow our Quickstart guide for details).

Conclusion

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

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

Mar 25, 2021
5 mins

How to Send and Receive SMS Messages Using .NET and Plivo's Messaging API

Get started with Plivo’s SMS API and .NET to send and receive SMS text messages.

.NET SDK
SMS API
How To

Once you’ve chosen Plivo to handle your company’s voice and messaging channels, it’s time to start integrating Plivo’s tools into your company’s applications. We make this process easy with a .NET SDK to help you out. Use it to write .NET applications that send and receive SMS messages.

In this guide, we’ll explain how to send and receive SMS messages using .NET. We'll walk you through how to up your account, write code snippets for sending messages, and receive responses through our SMS API. By the end, you'll be ready to leverage SMS communication for notifications, alerts, or even two-way interactions in .NET.

Prerequisites

Before you dive into the steps to set up Plivo’s SMS API with ASP.NET Core, make sure the following prerequisites are in place. 

  • A Plivo account— sign up with your work email address if you don’t have one already. 
  • Install .NET Framework 4.6 or higher
  • Install the Plivo .NET SDK using Visual Studio
  • Trigger an API request
  • Set up a .NET Framework application
  • Set up ngrok

The prerequisites listed above are part of the instructions to set up a .NET development environment. If this is your first time using Plivo APIs, follow our guide to set up your dev environment to send and receive SMS messages.

{{cta-style-1}}

Send an SMS message with ASP.NET Core

Now you’re ready to start. Open the file Program.cs in the CS project and paste into it this code.

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using System;
using System.Collections.Generic;
using Plivo;

namespace testplivo
{
    internal class Program
    {
        public static void Main(string[] args)
        {
            var api = new PlivoApi("<auth_id>","<auth_token>");
            var response = api.Message.Create(
                src: "<sender_id>",
                dst: "<destination_number>",
                text: "Hello, world!"
                );
            Console.WriteLine(response);
        }
    }
}

Replace the auth placeholders with actual values from the Plivo console. Replace the phone number placeholders with actual phone numbers in E.164 format (for example, +12025551234). In countries other than the US and Canada you can use a sender ID for the message source. You must have a Plivo phone number to send messages to the US or Canada; you can rent a Plivo number from Phone Numbers >Buy Numbers on the Plivo console or via the Numbers API. Save the file and run it.

$ dotnet run

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 (sandbox) a number by going to the console’s Phone Numbers > Sandbox Numbers page.

Receive an SMS message with ASP.NET Core MVC

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 setting a Message URL in your Plivo application. Plivo will send the message along with other parameters to your Message URL.

Begin by setting up a .NET Core app. Create a new project directory.

$ mkdir receivesmsapp

Change to that directory and initialize the model-view-controller (MVC) architecture with the command

$ dotnet new mvc --no-https

Change to the Controllers directory. Create a controller named ReceiveSmsController.cs and paste into it this code.

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using System;
using Microsoft.AspNetCore.Mvc;

namespace ReceiceSms.Controllers
{
    public class ReceiveSmsController : Controller
    {
        // GET: /<controller>/
        public String Index()
        {
            // Sender's phone number
            String from_number = Request.Form["From"];
            // Receiver's phone number
            String to_number = Request.Form["To"];
            // The text that was received
            String text = Request.Form["Text"];
            // Print the message
            Console.WriteLine("Message received - From: {0}, To: {1}, Text: {2}", from_number, to_number, text);

            return "Message received";
        }
    }
}

Before you can test the application, edit Properties/launchSettings.json and set the applicationUrl.

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

Then start the local server with the command

$ dotnet run

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

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 SMS messages (follow our Quickstart guide for details).

Why integrate Plivo’s SMS API with ASP.NET?

ASP.NET provides a strong foundation for integrating Plivo’s SMS API with your business tech stack. Many developers are already well-versed in C# and Visual Studio, making it faster and easier to leverage this framework for your web application. 

Keeping your SMS logic within your ASP.NET application simplifies code management and maintenance. Everything is in one place. And, it scales well for handling high volumes of SMS traffic. Beyond SMS, ASP.NET allows you to integrate with other functionalities like email, databases, and user authentication, creating a powerful web application ecosystem.

Conclusion

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

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

Mar 23, 2021
5 mins

Use Adaptive Elements in Plivo’s Powerpack

Powerpack lets Plivo scale sending SMS messages and provides adaptive elements like Sticky Sender, Local Connect, Smart Encoding, and Automatic Fallback.

Powerpack
SMS API

The most frequent question we hear from our SMS API customers is “How can I scale my application to send more messages?” and our answer is always the same and very simple — Powerpack.

What is Powerpack? You can think of it as a global routing and delivery system that spreads high-volume messaging traffic over several phone numbers for high delivery rates at the lowest possible cost.

Sending messages at scale and deciding which numbers to use can be a thankless and time-consuming task. To stay compliant, you have to be aware of things like carrier filtering, rate limits, and country-specific regulations.

Plivo has built-in logic that takes all of those things into consideration and automates the work for you, so you don’t need to devote any developer resources to the task. All you have to do is build a number pool for Powerpack, from which Plivo will distribute your outbound messages, and you can opt in to any of Powerpack’s automation features, including:

  • Sticky Sender, which maintains the mapping of the “to and from” phone numbers so you send messages to the same customer from the same phone number every time, and ensure a single conversation thread.
  • Local Connect, which allows you to match the country or area code with your customer’s phone number.
  • Smart Encoding, which detects Unicode characters and replaces them with equivalent GSM-encoded characters when possible, saving you money.
  • Automatic Fallback, which gives you the flexibility to set priority parameters by phone number type and assign some as fallback numbers, in case messages fail to be delivered. For example, if a customer is concerned with cost optimization, they can set toll-free numbers as their priority numbers, and assign long codes as automatic fallback numbers, to be used only in case of network outages or end user restrictions. If a customer is more concerned with deliverability, they can prioritize short codes and assign toll-free numbers or long codes as automatic fallback numbers.

Powerpack intelligently manages your numbers and ensures that your messages are delivered.

But what if you want to go deeper and specify rules for messages that are being terminated in the recipient’s carrier network?

In recent months, we’ve experienced a huge shift in the messaging landscape as major US carriers roll out their 10DLC routes to support higher messaging speeds and better deliverability for application-to-person (A2P) communication. And while 10DLC comes with a number of benefits, including higher SMS message volumes, lower costs than short codes, and better deliverability, 10DLC routes also incur surcharges, on top of the existing termination fees. Businesses may find it more cost-effective to send messages on toll-free numbers (source numbers that incur no surcharge in the AT&T network, for example), and may want to prioritize toll-free numbers whenever traffic is being terminated to users who have AT&T.

Similarly, the Verizon network issues surcharges for A2P messages on both long codes and toll-free numbers. The costs for each are similar, so a business might take other things into consideration, such as throughput rates and deliverability. 10DLC routes for long codes are sanctioned by mobile carriers and therefore are not subject to the same strict filtering as toll-free numbers, meaning they have better deliverability. In this case, a business might set long codes as Priority 1 under the Verizon network in their Powerpack. These kinds of adaptive elements means that Plivo customers have a ton more flexibility when configuring their Powerpack, and can tailor it to their specific use cases and business needs.

We recommend that all Plivo customers leverage Powerpack to reach large lists of users with just a single API request. Want to learn more? You can get the full story on how to configure a Powerpack, send outbound messages, specify priorities by carrier, and more in our Powerpack documentation.

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

Mar 22, 2021
5 mins

How to Make and Receive Phone Calls Using PHLO and Node.js

How to make and receive outgoing and incoming voice calls using Node.js with the Plivo Voice API.

PHLO
Node.Js SDK
Voice 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. Don’t worry — Plivo has an SDK to help you out. Let’s see how to make outbound calls and handle incoming calls through PHLO.

Install the Plivo SDK

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 run

$ npm i plivo

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 voice-enabled Plivo phone number if you want to receive incoming calls. Check the Numbers screen of the Plivo console to see what numbers you have available. You can also rent numbers from this screen.

Buy a New Plivo Number

Use PHLO to set up an outbound call

Now you can turn to PHLO, Plivo’s visual workflow design studio, to set up the workflow for an outbound call. Click on the PHLO icon on the left-side navigation bar, then on Create New PHLO. In the window that pops up, click Build My Own.

Let’s start with a very simple workflow. From the list of components on the left side, drag and drop the Initiate Call component onto the canvas, then connect the Start node to the Initiate Call node using the API Request trigger state.

Now you can add configuration information for the call in the right pane. Valid phone numbers begin with a plus sign and a country code. Add a caller ID number in the From field and a destination number in the To field, then click Validate to save the configuration.

PHLO lets you use variables for From and To values, but we’re keeping it simple for this example.

Now drag the Play Audio component onto the canvas. Connect the Initiate Call node to Play Audio using the Answered trigger state. In the Configuration panel, enter the text you want to play for the call recipient, then click Validate.

Create a PHLO for outbound calls

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.

Run the PHLO to make a call

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

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var plivo = require('plivo');
var PhloClient = plivo.PhloClient;
var authId = '<auth_id>';
var authToken = '<auth_token>';
var phloId = '<PHLO_ID>';
var phloClient = phlo = null;

phloClient = new PhloClient(authId, authToken);
phloClient.phlo(phloId).run().then(function(result) {
    console.log('Phlo run result', result);
}).catch(function(err) {
    console.error('Phlo run failed', err);
})

Substitute actual values for <auth_id>, <auth_token>, and <PHLO_ID>. Save the file and run it with the commandBoom — you’ve made an outbound call.

$ node TriggerPhlo.js

Set up inbound calls

Of course outbound calls are only half of the equation. Plivo supports inbound calls as well. To see how, let’s create another PHLO and again specify Build My Own. This time, drag the Play Audio component onto the canvas and connect the Start node to it using the Incoming Call trigger state. In the Configuration panel, enter some text to speak to the caller when the call is answered, then click Validate to save the configuration. Give this PHLO a name, then click Save.

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 dropdown, choose PHLO. From the PHLO Name dropdown, choose the PHLO you just created. Then click Update Number at the bottom of the screen.

Create a PHLO to receive incoming call

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 hear the message you configured read by Plivo’s text-to-speech processor.

Conclusion

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

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

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