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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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Feb 18, 2021
5 mins

Plivo Is the Momentum Leader in G2 Cloud Communication Platforms Grid

Plivo is the Momentum Leader in G2 Cloud Communication Platforms Grid

Company

AUSTIN, Texas, Feb. 18, 2021 (GLOBE NEWSWIRE) — Plivo, the cloud communications platform that enables businesses to engage with their customers, is a Leader in the G2 Cloud Communication Platforms Grid® for Winter 2021 and the Momentum Grid® for Cloud Communication Platforms Leader. Plivo received the highest Satisfaction score of any vendor on the Cloud Communication Platforms Grid and exhibits the strongest growth trajectory based on user satisfaction scores, customer adoption, and digital presence.

Plivo offers a communications platform with carrier connectivity in more than 190 countries. Its API platform represents a simple, quick, and scalable way to modernize customer communications.

“Plivo congratulates the other organizations highlighted on the G2 Grids and is proud to be considered a Leader,”” said Venky B, co-founder and CEO, Plivo. “Along with being recognized as a Leader, Plivo also had the highest growth trajectory of any product on the grid during the reporting period. Seamless cloud communications are becoming more and more crucial in today’s business environment, and we intend to continue setting a positive example for the industry.”

G2 releases quarterly reports by category, ranking vendors across a variety of factors. To develop its scores, G2 applies an algorithm to reviews from its user community and data from social networks and other online sources. Satisfaction scores are based on end-user satisfaction and customer review quality and quantity. Market Presence scores are based on public information, including company growth and other metrics. Momentum scores are calculated based on growth of customer adoption, digital presence, and customer satisfaction scores.

About Plivo

Plivo is a communications platform that enables businesses to connect, engage and interact with their customers in more than 190 countries. Thousands of businesses — like IBM, Workday, Nutanix, and Gojek — rely on Plivo to deliver better customer experiences globally. The Plivo team brings deep experience in communications and modern software to address the needs of today’s businesses — quality, scale, innovation, and agility. Founded in 2011 and with global offices, Plivo is backed by investments from Andreessen Horowitz, Qualcomm Ventures, Battery Ventures, and Y Combinator.

Feb 12, 2021
5 mins

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

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

Java 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's voice API in a Java application.

Install the Plivo SDK

We’ll presume you already have Java installed. The easiest way to install the Plivo SDK is by using IntelliJ IDEA. Install it, create a new project, and choose a dependency manager and Java SE SDK for the new project. Then edit pom.xml, add these lines, and save the file.

<dependency>
  <groupId>com.plivo</groupId>
  <artifactId>plivo-java</artifactId>
 <version>5.9.3</version>
</dependency>

If you don’t want to use IntelliJ IDEA, you can download the jar file from our GitHub repo.

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 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 Java class in the project — let’s call it PlivoVoiceApplication — and paste this code into it:

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package com.example.demo;
import com.plivo.api.Plivo;
import com.plivo.api.PlivoClient;
import com.plivo.api.exceptions.PlivoRestException;
import com.plivo.api.models.phlo.Phlo;
import com.plivo.api.models.phlo.PhloUpdateResponse;
import org.springframework.boot.SpringApplication;
import org.springframework.boot.autoconfigure.SpringBootApplication;
import org.springframework.web.bind.annotation.GetMapping;
import org.springframework.web.bind.annotation.RestController;

import java.io.IOException;

@SpringBootApplication
@RestController
public class PlivoVoiceApplication {


	public static void main(String[] args) {
		SpringApplication.run(PlivoVoiceApplication.class, args);
	}
	
	@GetMapping("/outbound")
	public PhloUpdateResponse triggerPhlo() throws IOException, PlivoRestException {
		final String authId = "<auth_id>";
		final String authToken = "<auth_token>";
		PlivoClient client = new PlivoClient(authId, authToken);
		String phloId = "<PHLO_ID>";
		Plivo.init(authId, authToken);
		Phlo phlo = Phlo.getter(phloId).client(client).get();
		PhloUpdateResponse response = Phlo.updater(phloId).run();
		return response;
	}

}

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

Boom — you’ve made an outbound call.

Note: To setup your Java dev environment using the Spring framework in less than five minutes, refer to the Java Quickstart guide using Spring framework.

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 Java SDK. Don’t use Java? Don’t worry — we have SDKs for PHP, Python, Node.js, Ruby, .NET Core, .NET Framework, and Go.

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

Feb 11, 2021
5 mins

Announcing Open Source Licensing for Plivo’s Browser SDK

Plivo’s Browser SDK is available to developers under an open source Apache 2.0 license (APLv2).

Browser SDK
Open Source

Plivo’s Browser SDK lets you make voice calls using a web browser and a Plivo voice application, so you can build engaging and high-quality voice calling into your web apps. We’re now making Browser SDK available under an Apache (APLv2) open source license, so anyone can now make contributions to our Browser SDK code. You don’t even have to be a developer to contribute — we love documentation feedback and bug reports as well.

What are the benefits of open source code?

Open source software offers a number of advantages to both developers and users:

Transparency: Open source code fosters trust among users — in this case our customers and the Plivo community. Sharing our code puts our development work out in the open, and promotes the idea of creative problem-solving at scale.

Bug-fixing: Like all software companies, Plivo occasionally releases code that has bugs. When a bug is spotted in proprietary software, the only people who can fix it are the original developers. With open source code, a larger community of users can access, test, and change the code, which means bugs tend to be exposed more quickly and corrected more rapidly.

Customization: Open source applications may be customized by anyone with coding skills. This makes the code more malleable and flexible to meet specific business needs. It gives you more freedom to make the tweaks and edits you want.

Agility: Access to open frameworks leads to rapid development and quicker releases of new and updated software.

Quality and reliability: With open source code, feedback is more readily accessible, as open source software inherently promotes peer review. The global community can also introduce new concepts and capabilities faster. Our internal teams can review and implement this community feedback to produce extremely robust, tried, and tested code.

In summary, open source code is written by developers and for developers, and celebrates the values of collaboration, transparency, and community-oriented development. We’re excited to give our customers the opportunity to gain and share experience by contributing their code.

The Plivo Browser SDK codebase wraps the functions of Browser SDK as an ES module. To get started, check out the Browser SDK GitHub repository, and refer to our SDK overview and SDK reference documentation. For release notes, see the changelog.

Haven’t tried Plivo yet? Getting started is easy. Sign up today.

Feb 4, 2021
5 mins

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

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

Python 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's Voice API in a Python application.

Install the Plivo SDK

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

pip install plivo

or you can download the source code from our repo and run

python setup.py install

Find your Auth ID and Auth Token

You have to know your 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 the 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 navigation bar, then on Create New PHLO. In the window that pops up, click Build My Own.

Let’s start with a 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 Python source code file — let’s call it trigger_phlo.py — and paste this code into it:

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import plivo

auth_id = '<auth_id>'
auth_token = '<auth_token>'
phlo_id = '<PHLO_ID>' # https://console.plivo.com/phlo/list/
phlo_client = plivo.phlo.RestClient(auth_id=auth_id, auth_token=auth_token)
phlo = phlo_client.phlo.get(phlo_id)
response = phlo.run()
print str(response)

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

python trigger_phlo.py

Boom — you’ve made an outbound call.

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 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.

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 making and receiving voice calls using Plivo’s Python SDK. Don’t use Python? Don’t worry — we have SDKs for PHP, Java, Node.js, Ruby, .NET Core, .NET Framework, and Go.

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

Feb 1, 2021
5 mins

What is Google Verified SMS?

Google Verified SMS adds sender verification and branding to business SMS messages so recipients can trust incoming messages at a glance.

SMS

Businesses often sends text messages from a random number, so it’s hard for recipients to know whether they can trust an unsolicited text. And it’s not difficult for criminals to spoof a caller ID on a text message, which makes SMS an attractive channel for bad actors. Their messages can include links to sites that steal authorization credentials or personal information — a form of phishing that some people call smishing (but we’re not going to, because what an awful word).

It was only a matter of time before someone came up with a way to instill trust in businesses’ outgoing messages, and that someone is Google. Verified SMS is a new service that adds sender verification and branding to business SMS messages so recipients can trust incoming messages at a glance.

How Google Verified SMS works?

With Google Verified SMS, a business can register source phone numbers with Google through a messaging provider partner. Google then verifies each message the business sends and includes the sender’s business name and logo and a verification badge in the message thread.

To receive Verified SMS messages, individuals must tick a setting in the Messages app on their Android device. Today, Verified SMS only works with Android version 5.2 or greater, and it’s not available globally. The service has launched in nine countries to start:

  • United States
  • Canada
  • Mexico
  • Brazil
  • India
  • Philippines
  • United Kingdom
  • Spain
  • France

Look for Google to offer support in more countries in the future.

Verified SMS and RCS

The new service uses the Rich Communications Services (RCS) protocol, a global protocol available to all carriers for sending messages with more functionality than the older SMS standard. The GSM Association, which is responsible for RCS, has published a Universal Profile that, when supported by mobile network operators and hardware manufacturers, guarantees compatible interconnections. Last year the four major US carriers agreed on a Cross-Carrier Messaging Initiative to jointly implement RCS in a way that’s compatible with the Universal Profile.

Verified SMS is a Google-only initiative that works only through Google’s Messages app. In November, Google announced that every Android user (except those in China and Russia) can use RCS by setting Android Messages as their default texting app.

Eventually, RCS will provide end-to-end encryption by default, which will make it more secure than SMS. For now, the encryption feature is in beta and works only on one-on-one chats when both parties use Android Messages.

Google Verified SMS helps businesses enhance their conversations with users, build trust, and prevent scams. Sign up for our newsletter to get notified when Google Verified SMS becomes available to Plivo customers.

Jan 29, 2021
5 mins

SMS Best Practices for Today’s Mobile-First World

Use these SMS best practices so you can focus on message content that captures your recipients’ attention and not on debugging delivery failures.

SMS
Best Practices

SMS messages offer a way to directly send customers delivery notifications, account alerts, and two-factor authentication texts, as well as marketing and other customer service messages.

However, it can be surprisingly complicated to send SMS messages at scale. Rules, regulations, and restrictions vary by country and carrier. It’s important to choose an SMS API provider that can provide the features, carrier networks, and infrastructure you need to get your messages delivered consistently and correctly.

As a sender, there’s a lot you can do to maximize success. We’ve put together this SMS best practices guide so you can focus on content that captures your recipients’ attention and worry less about the risk of delivery failure. Use this guide to help you craft, format, and send great messages.

SMS best practices FAQ

What are the different types of SMS content?

The industry defines three main types of SMS content: person-to-person (P2P), application-to-person (A2P), and promotional.

  • P2P is a back-and-forth conversation between people that takes place via text. Examples include texting back and forth with a food delivery person, or taking an SMS survey where each question is followed by an answer.
  • A2P is informational messaging that occurs when a consumer gives their phone number to a business and asks to be contacted in the future. Examples include appointment reminders, welcome texts, and alerts sent by a business to fulfill a consumer’s request. The consumer must agree to receive texts when they give the business their mobile number. A2P messages fall into two subcategories.
  • Transactional — Non-marketing messages that provide important information to customers, such as a welcome message, an order confirmation, or a shipping update.
  • Promotional — Messages sent that contain a sales or marketing promotion. Any call to action (such as a coupon code to an informational text) may place the message in the promotional category.

What are the different SMS source number types?

In the United States and Canada, three SMS number types are available:

  • Long code with A2P support. This is a standard, local 10-digit number
  • Toll-free numbers
  • Short codes, five- or six-digit numbers specifically for SMS and MMS messages to mobile phones

What are the different types of opt-in consent?

As a sender, you must obtain consumer consent (opt-in) for each message, depending on the type of content you send to the consumer. There are three types of consent with which you should be familiar:

  • Implied consent — If the consumer initiates the text message exchange and the business only responds to each consumer with relevant information, then no verbal or written permission is required.
  • Express consent — The consumer gives permission for a business to contact them before the business sends a text message. Consumers can give permission over text, on a form or website, or verbally. Written permission also works.
  • Keyword consent — Keyword consent requires the consumer to signal their consent to receive text messages by having them text a specific keyword to a number. For example: Text START to 12345 to subscribe to alerts.

Before you send a message, determine which content type, number type, and opt-in requirements suit your communication. This quick reference table can help you determine what kind of message you have, what number to use, and how to get opt-in consent.

Long CodeToll-FreeShort Code
Approved ContentPerson-to-person
*10DLC A2P (AT&T and Verizon)
Application-to-personApplication-to-person
Promotional
Approved Opt-InImplied consent
Express consent
Keyword consent
Implied consent
Express consent
Keyword consent
Express consent
Keyword consent

How do I craft good message content?

Here are some tips for making your content more valuable to recipients and less likely to be flagged as spam.

  • Use one recognizable number — Each campaign should use one primary phone number, ideally for both text messages and voice calls.
  • Use one recognizable domain name — Each campaign should be associated with a single web domain. Although a full domain is preferred, you can use a URL shortener to deliver custom links.
  • Use natural language — Use natural language in your messages, and don’t use nonstandard spellings, such as “H! h0w ar3 you do1ng?”
  • Set expectations on frequency — If you plan to send five texts a month, then disclosing “five messages a month” on the first interaction leads to a positive user experience.

What SMS message content should I avoid?

Carriers continuously monitor messages traveling through their networks. Your content may be subject to review, so knowing what types of content to avoid will keep your messages from being flagged. Here are the content types to avoid:

  • Promotional messages on toll-free numbers
  • Phishing messages that appear to come from reputable companies but in fact trick consumers into revealing personal information
  • Fraud or scam messages that involve wrongful or criminal deception intended to result in financial or personal gain
  • Deceptive marketing messages that do not meet the standard held by the Federal Trade Commission’s (FTC) Truth In Advertising rules
  • S.H.A.F.T. (sex, hate, alcohol, firearms, and tobacco) content
  • Sensitive content such as
  • Betting-related content — game bet, lucky draw, etc.
  • Debt restructuring/refinancing offers
  • Debt relief offers
  • Payday loan offers
  • Home loan offers
  • Education loan offers
  • Insurance quotes (unsolicited)
  • Earn money from home job offers

What triggers a carrier review?

In addition to reviewing messages for disallowed content, carriers also monitor for disallowed sending practices. Avoid these disallowed sending practices, which can trigger a review and result in the suspension of sending rights and more.

  • Ignoring opt-out requests or other forms of opt-out avoidance (for instance, sending texts from a new phone number from the same business)
  • High opt-out rates. A daily opt-out rate (total number of unique consumer phone numbers divided by the unique opt-outs that were sent messages within a 24-hour period) greater than 5% is flagged for monitoring. An opt-out rate of 10% or higher may result in immediate suspension of services.
  • Snowshoe sending (applies to toll-free numbers only) or spreading messages across many source phone numbers, specifically to dilute reputation metrics and evade filters
  • Using multiple numbers for similar content without first informing the carrier of the phone numbers ahead of time to have them excluded from monitoring
  • URL cycling or the utilization of multiple destination URLs on the same message content for the specific purpose of diluting reputation metrics and evading filters

SMS best practices: key takeaways

  • Match your content with an approved SMS number type.
  • Each SMS number type has different requirements for user opt-in consent.
  • Consumers can revoke consent at any time and in any way. Consumer opt-out requests must be honored, whether they are made by phone call, email, or text.
  • Carriers continuously monitor messages traversing their networks. They don’t preapprove or whitelist messaging content, but they may review any message content as part of an account review.
  • Use of disallowed content can trigger an account review which may result in suspension of sending rights, restriction of high-throughput access, the suspension of provisioning rights for new phone numbers, and/or suspension of all network services.

There are a lot of nuances to sending great SMS messages. This post is just a quick overview of the basics. Download our SMS Best Practices Guide: A How-to Guide to Maximize Success for the US and Canada for more insights and tips.

Watch this short video to learn more.

Jan 20, 2021
5 mins

How to Send SMS in Ruby Using Plivo’s SMS API

Get started sending, receiving, and forwarding SMS text messages using Plivo’s messaging API platform and the Ruby programming language.

Ruby SDK
SMS
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 Ruby SDK to help you out. You can use it write Ruby 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 Ruby development environment.

Send an SMS message

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

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require 'rubygems'
require 'plivo'

include Plivo

client = RestClient.new("<auth_id>", "<auth_token>")
message_created = client.messages.create(
  '<sender_id>',
  ['<destination_number>'],
  '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.

$ ruby SendSMS.rb

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. You can implement this using a Sinatra web app.

First, create a file called receive_sms.rb (or whatever name you like) and paste into it this code.

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require "sinatra"

get "/receive_sms/" do
  from_number = params[:From]
  to_number = params[:To]
  text = params[:Text]
  puts "Message received — From: #{from_number}, To: #{to_number}, Text: #{text}"
end

Save the file and run it.

$ ruby receive_sms.rb

You should then be able to see your basic server app in action on http://localhost:4567/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 Ruby SDK. Don’t use Ruby? Don’t worry — we have SDKs for PHP, Java, Node.js, Python, .NET Core, .NET Framework, and Go.

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


Jan 13, 2021
5 mins

Lessons in CPaaS Technology Leadership — How Plivo Takes Care of Our Customers

Support you can count on from one of the few CPaaS providers offering technical support on a one-on-one, per-customer basis.

Support

Ask any of our customers — Plivo offers a great communications platform as a service (CPaaS). Using a cloud platform for communication services beats maintaining your own infrastructure. When you use a cloud CPaaS provider, you don’t need to buy and maintain expensive equipment, or handle carrier relationships in-house. You also don’t need expensive expert developers to keep the software updated.

But even when you choose the simplicity of a cloud platform, nobody gets up to speed right away, and everyone bumps up against roadblocks now and then. When you hit one of those speed bumps, you need knowledgeable tech support — and that’s an area where Plivo shines.

Excellent support was critical for Deckers Brands, a California-based footwear retailer that sells products in more than 50 countries. It needed a way to automate order and shipping status messages, and turned to Plivo for its ability to reliably send a high volume of SMS messages. Rollout went smoothly, says Deckers’ Jacob Martinez, but there were times when the team needed a little hand-holding. “Anytime we’ve ever reached out to Plivo for any questions, we’ve gotten responses quickly and with answers that make sense,” Martinez says.

We hear a lot of feedback like that. In this post, part of an ongoing blog series in which we highlight lessons learned from challenges we’ve faced and how we have turned them into opportunities for success, we talk about how our personalized onboarding assistance helps customers get up and running quickly and our support keeps them successful.

Personalized onboarding assistance

Getting started with new software can be tough. With a platform as comprehensive as Plivo, it can be difficult to figure out how to start. We’ve developed quickstart guides for our Messaging API, Voice API, and SIP trunking, but sometimes you can make progress faster when you talk to another human being.

That’s why Plivo provides personalized assistance to all new customers at no extra cost. A Plivo solutions engineer works with each customer’s dev team to lay out requirements, guide them through implementation, weigh in on a testing plan, and help with debugging if necessary. When the customer is ready to go live, the SE and our support team take special note so they can handle anything urgent. We stay available for as much time as it takes for the customer to prepare for launch. After launch we assign each customer a customer success manager to provide ongoing assistance and advice.

A consultative approach to support

We’re still here for you after you’ve gotten up and running. When you need help, the first thing you can turn to is our documentation, which provides concept tutorials, getting started documents, how-to guides, and reference materials.

If you still have questions, you can visit our support portal, support.plivo.com. It provides resources to answer frequently asked questions, implementation guides, and details about all the elements of Plivo’s platform.

Even the best documentation and online support, however, can’t solve all problems. That’s why we offer a range of support plans to meet any organization’s needs, from a free basic plan that provides access to support engineers 24x7 to premium support that comes with a three-hour service-level agreement (SLA). Businesses that need assistance can gain access to dedicated solution engineers for guidance on complex integrations and issue resolution. Plivo is one of the few CPaaS providers that offers technical support on a one-on-one, per-customer basis.

Our support team provides you with all the technical guidance you need, as you need it. In fact, we pride ourselves on white-glove customer support. To us, that means keeping an eye on how you’re doing and reaching out when we see a problem. It means having a positive, can-do attitude. We understand that glitches can be frustrating, so we do our best to offer solutions quickly. Our support team is made up of genuinely nice people who are strongly motivated to help customers and know a lot about our platform. So even though you may run into a snag, we’re usually able to get you past it quickly and with a smile on your face. We’re not saying you’ll be calling us just to chat with the support team — but we’re not saying you won’t.

Ensuring customer success

Our commitment to our customers doesn’t end when their systems are working. To help you get the most from us, we want to know about your business and how you use Plivo. We provide every customer with a dedicated customer success contact who acts as their organization’s personal ambassador. Your customer success manager will get to know you and your business issues. They can suggest solutions. They can hold your hand over carrier connectivity, billing, and renewal issues. They’ll keep you in the loop about new Plivo solutions and policies. And they’ll act as your advocate with other Plivo team members.

Our customer success team has a great track record of keeping customers happy. They’re one of our not-so-secret weapons in our mission to provide superlative customer experience.

Our relationships carry the day

With telecommunications, not all problems come from the customer side of the connection. Often businesses have issues with carrier networks and connectivity, and sometimes you have to deal with the carriers to fix things. But you shouldn’t have to — you should be able to rely on your API provider to troubleshoot and resolve issues from end to end.

Plivo customers know that we’ll get them back in business quickly. Our support teams can take the lead in troubleshooting network issues. We have direct carrier relationships with dozens of telecom providers around the world, and dedicated in-house teams for each country’s providers. They understand the complex telco laws and regulations, which means we can resolve issues faster than API vendors that have to rely on aggregators, gateway providers, and resellers.

The ultimate goal of CPaaS tech support is uptime. Plivo guarantees 99.99% API uptime on all its services, and you can see how well we meet that promise on our status page. Go on, take a look — we’re proud of our record. Or ask our customers, who’ll tell you things like, “The support team is commendable in terms of the time to respond and the quality of response.”

We’re proud when we hear comments like that, and we hold ourselves accountable to delivering that kind of high-quality support to all of our customers. Everyone at Plivo cares about your success. Our positive, proactive approach to customer service makes us stand out from our competitors.

Learn more about our new support plans and how they might help your team.

ICYMI, read the first post in our Lessons in CPaaS Technology Leadership blog series, Our Own Carrier Network Matters.

Jan 11, 2021
5 mins

Origin-Based Pricing for Outbound Calls on Plivo’s Voice API and Zentrunk

Introducing origin-based pricing for our Voice API and Zentrunk SIP trunking. Get lower rates on select calls originating from Europe.

Pricing
Voice API
Zentrunk

We’ve introduced European origin-based pricing for outbound calls made via our Voice API and Zentrunk SIP trunking. Plivo customers are now being charged lower rates for selected calls in the European countries. The per-minute pricing is now automatically determined by the caller ID information sent when placing the call.  

Origin-based pricing means calls to the same destination have different prices depending on where each call comes from. Historically, calls originating from different locations would generally have the same underlying rates. But back in 2017, cross-border calls within Europe were regulated down to local and national rates, rather than the international rates that were applied to calls originating outside of Europe. This meant that calls within the boundaries of Europe became cheaper, while calls originating in a non-European country became more expensive.

In response to this, Plivo built origin-based routing, which ensures that calls originating from a European Economic Area (EEA) number, and terminating in a select group of 10 countries, are routed to an intra-European gateway, and calls from non-European numbers are routed through an international non-European gateway. Origin is determined by the caller ID of the call, whether it be configured in the API, PBX, or Plivo’s console via SIP trunking.

Plivo customers will now see lower costs for calls originating from any of the European countries below that terminate in Austria, Hungary, Portugal, Italy, Germany, Spain, Belgium, France, the Netherlands, or Poland:

Austria

Estonia

Italy

Poland

Albania

Finland

Latvia

Portugal

Belgium

France

Liechtenstein

Romania

Bulgaria

Germany

Lithuania

Slovakia

Croatia

Greece

Luxembourg

Slovenia

Cyprus

Hungary

Malta

Spain

Czech Republic

Iceland

Netherlands

Sweden

Denmark

Ireland

Norway

United Kingdom

We plan to expand our coverage by adding to the list of 10 termination countries in the coming months. For a full breakdown of pricing for each respective country, check out our pricing pages for voice and Zentrunk.

Getting started is easy. All you have to do is rent a number or verify a number you rent on the Plivo console from one of the qualifying countries above, then configure that number as your caller ID. The intra-European gateways will be automatically selected for your calls, and you can immediately take advantage of the lower price per call.

Haven’t tried Plivo yet? Signing up takes five minutes. Get started today.

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