
AI Voice Agents - The Complete Guide to Voice Chat (2025)
Learn everything about an AI voice agents, its benefits, implementation tips, and the AI voice chat applications for business success.
Longer wait times, high call volumes, and language barriers in call centers often frustrate customers. Complex interactive voice response (IVR) menus only add to the problem, leading to customer dissatisfaction. That’s why companies are adopting smarter self-service solutions like artificial intelligence (AI) voice agents. In fact, experts predict the voice bot market will reach $98.2 billion by 2027, showing a clear trend toward smarter solutions to improving customer experience.
AI voice agents technology combines Natural Language Processing (NLP), machine learning, and voice recognition to transform customer interactions. It provides quicker, more efficient service and improves the overall customer experience.
In this guide, we'll explore what AI voice agents are, their key features, practical use cases, and tips on how to implement a voice agent in your business.
What is an AI voice agent?
An AI voice agent is a two-way conversational tool that communicates with the customer. It automates inbound and outbound calls without human intervention and transfers calls to a human agent when needed.

The biggest advantage? Callers can navigate an IVR by speaking naturally, without listening to long, complex menus or pressing numbers on a keypad.
Popular AI voice agent examples include Apple's Siri, Google Assistant, and Amazon's Alexa. These tools simplify interactions, provide instant answers, and automate tasks. In contrast, advanced bots like IBM’s Watson Assistant and Microsoft’s Cortana handle customer support, sales inquiries, and internal communications.
Types of AI voice agents
Here’s a breakdown of the four main types of AI voice agents and how they can benefit your business:
Rule-based AI voice agent
Rule-based voice agent use predefined sets of questions and rules to offer answers or perform tasks. Such voice agents handle routine tasks and customer FAQs. They answer all queries that fall under the if-this-then-that logic.
For example, an e-commerce site using a bot to guide customers in checking their order status or a banking site handling routine inquiries like balance checks, bill payments, transaction histories, etc.
AI-assisted voice agent
AI-assisted voice agents use machine learning and natural language to interpret conversations so they can analyze the context and grasp what the speaker means. This makes them far more capable and user-friendly than the conventional, rule-based voice agents.
Let’s suppose a user asks Alexa, 'What's the weather tomorrow?' and then follows up with, 'How about next week?' it remembers the context. This adaptability means customers don’t have to repeat themselves, creating a more contextual customer experience.
Conversational AI voice agent
Conversational voice agents make conversations using natural language. They’re more nuanced than AI-assisted voice agents as they can handle complex conversations using everyday language to create more personalized interactions.

Google Duplex, and IBM Watson Assistant, are examples of conversational voice agents. They can make phone calls, make reservations, and handle natural conversations with a human-like tone.
Voice-activated voice agent
These bots use voice commands to answer practical questions and perform routine tasks. They are more flexible than personal voice agents that adapt to speakers and perform customized tasks.
Such bots serve as digital assistants to AI-assisted bots like Siri.
How does an AI voice agent improve customer engagement?
A customer calling your sales team wants to feel valued and understood. An AI voice agent does that. It puts the customer at the center, creating a better experience and driving business benefits as a result. Let’s understand it with a few use cases.
Use case: Get a quick update on order status, 24/7

Assuming the AI voice agent is integrated into your CRM, it greets the customer by name. Instead of navigating through a branched IVR to get their order status, the customer can simply say ‘order status’ and the voice bot pulls out the order details from the CRM and gives the user a real-time update within seconds.
Sheraz Ali, the Founder of HARO Links Builder states that their voice agent managed over 30% of customer interactions in one of their company projects and drastically reduced wait times.
“It also improved our response efficiency and led to a 20% increase in customer satisfaction scores and a reduction in operational costs within three months.”
Benefits:
- Decreased waiting time.
- Limited IVR menu navigation.
- No human intervention is required.
- Quick response times.
- Reduced business costs.
- Tangible increase in customer satisfaction.
Use case: Improve language learning for students

A language learning platform uses a voice agent to provide real-time translations and personalized tutoring. So the voice agent instantly supports students in any subject by translating and clarifying complex terms in their preferred language.
Benefits:
- Reduced requirement for multilingual staff.
- Increases inclusivity as the bot answers in the user’s preferred language.
- Language barriers are removed.
Use case: Improve patient outcomes in healthcare

It's easy to miss appointments or forget to deliver prescriptions to the patient’s home timely. A healthcare service can employ a voice agent to deliver personalized care and offer preliminary health assessments, medication reminders, and easy appointment scheduling, all according to the individual patient's needs.
Benefits:
- Saves time by streamlining appointment bookings.
- Ensures medication adherence with timely reminders.
- Reduces workload for healthcare providers with automated support.
Use case: Streamline routine financial services

Once integrated with the banking system, the voice agent automates routine financial tasks, provides instant account information, processes transactions, and delivers personalized financial advice around the clock.
Benefits:
- 24/7 access to financial services without wait times.
- Improves customer experience with quick, accurate responses.
- Automates routine tasks, freeing up staff for complex queries.
- Provides personalized advice to improve financial decision-making.
Use case: Get personal shopping assistance

An e-commerce platform can use a voice agent to assist customers with product selection, provide personalized recommendations, and automate the sales process from start to finish.
Benefits:
- Delivers a personalized shopping experience 24/7.
- Boosts sales with customized recommendations.
- Reduces cart abandonment by guiding customers to checkout.
- Improves customer satisfaction with fast, accurate service.
Features of an AI voice agent
To understand why voice agents are so effective, let’s look at the key features that improve the overall customer service experience while streamlining business operations.
The best voice agents for businesses come equipped with:
Natural language understanding (NLU)
An AI voice agent understands user queries by converting speech into text using AI and NLP. It then forms an appropriate response and converts it back into speech using text-to-speech (TTS) technology. This ability to understand and respond in natural, conversational language sets AI voice agents apart from traditional IVR systems, which rely on rigid, menu-based responses.

Personalization capabilities
Customers want quick, personalized responses to their queries, unlike complex IVR systems that frustrate them with lengthy menus. An AI voice agent offers contextual conversations, adapting to the user’s intent. It detects speech cues, skips irrelevant interactions, and also transfers calls to the right agent.
Hence, when comparing voice agents to IVRs, the bot's ability to offer personalized interactions like a human outshines communication systems that follow even the best IVR practices.
Multi-language support
AI voice agents break down language barriers, supporting multiple languages to provide a more inclusive and accessible customer experience. Businesses can easily connect with diverse customer bases across the globe.
For instance, Plivo supports speech recognition in 27 languages and their regional variants.
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Integration with other platforms and services
AI voice agents easily integrate with platforms like customer relationship management (CRM) systems, Enterprise resource planning (ERP) tools, and ticketing software. They access and update customer data in real time to ensure accuracy.
These bots also pull relevant details, automate follow-up actions, and sync with communication channels like email or chat. This creates a personalized and consistent customer experience across all touchpoints.
Benefits of voice agents
Let’s now look at the benefits of AI voice agents.
Enhanced user experience
Many businesses have concerns over the quality of a voice agent for customer service. However, a voice agent answers queries quickly regardless of the time of the day. Speedy, reliable answers are important to providing excellent service, making voice agents an invaluable tool for businesses looking to improve customer satisfaction.
Additionally, businesses can:
- Handle routine queries and common tasks faster than human agents.
- Remove the need for users to navigate complex IVR menus.
- Manage high-volume calls without errors.
Better cost efficiency
An AI voice agent doesn’t just save time, it also saves money. It boosts user satisfaction and reduces support times by automating repetitive queries. This frees up staff for higher-value tasks, and interacting with customers after hours has improved lead conversion.
The direct benefits to businesses are:
- Reduces the need for a larger customer support team.
- Allows human agents to focus on complex, high-value inquiries.
- Engages users outside business hours to boost marketing return on investment (ROI).
- Lowers training costs and minimizes the risk of providing incorrect information.
Accessibility for users with disabilities
With over one billion people living with disabilities worldwide, voice agents make services more inclusive. They enable hands-free, accessible interactions, allowing customers with visual, motor, or cognitive impairments to engage with the business easily. This not only improves customer satisfaction but also broadens the company’s reach to a more diverse audience.
Data collection and analysis for improved services
Voice agents don’t just serve customers — they also gather insights. Use this data to analyze data and improve services, personalize marketing efforts, and make more informed business decisions.
24/7 availability
Unlike human agents, voice agents are always accessible. They ensure customers get help whenever they need it, contributing to a more consistent and reliable customer experience.
Future of AI voice technology
As IBM's data engineer, Chris Hay puts it, "We're entering an era where every mom-and-pop shop can have the same level of customer service as an enterprise." This statement captures the transformative potential of voice recognition technology.
AI voice chat applications benefit businesses of all sizes by delivering top-tier customer experiences. Tech giants are already paving the way. Microsoft has updated its Copilot AI with advanced voice capabilities, allowing it to handle complex queries with natural language reasoning, while Meta has introduced voice AI to its messaging apps.
AI voice assistants will move beyond smartphones, integrating into wearable devices like the recently unveiled Meta Orion augmented reality glasses. For businesses handling sensitive client relationships, this could mean smarter, empathetic bots that mirror the tone and approach of a human assistant.
Key upcoming trends:
- Hyper-personalization: Customized voices and targeted recommendations.
- Advanced problem-solving: Managing complex queries using natural language.
- Real-time analytics: Analyzing customer tone for deeper insights.
Yet, challenges remain. Arvind Rongala, the founder of a skill-management solution provider, shares, “There are still issues, especially with data privacy and ensuring interactions are human-like. In addition to resolving problems with bias in training data and regulatory compliance, businesses must strike a balance between automation and personalization. For example, adhering to GDPR regarding the storage of voice data can be challenging, but doing so is essential to fostering trust.”
Ultimately, businesses need to prioritize data security, explore multi-device integration options, and develop stronger contextual understanding for natural interactions.
Launch an AI voice agent with Plivo
Any scaling business needs a voice agent that's easy to integrate, globally accessible, and cost-effective without sacrificing quality.
Plivo checks all these boxes, offering seamless integration, seven global points of presence for low-latency interactions, and competitive rates starting at just $0.0040 per minute. It's ideal for businesses willing to scale while keeping operational costs in check.
In fact, Plivo can reduce operational costs by up to 40%.
Moreover, its commitment to reliability is backed by a 99.99% uptime guarantee, with failover capabilities that switch within two seconds if any disruptions occur.
You can launch voice agents with Plivo using just a few lines of code.
- Log in to your OpenAI Account: Secure your API key and RealTime API access.
- Log in to your Plivo Account: Sign up and get a voice-enabled number.
With integration options for leading speech-to-text (STT) and TTS providers like Deepgram and ElevenLabs, you can launch AI voice agents in multiple regions, including India, using local numbers.
Use Plivo-powered voice agents for:
- Personal shopping assistance: Offer personalized recommendations, go through product selections, and close sales.
- Healthcare automation: Improve patient outcomes with medication reminders, and appointment scheduling, and offer preliminary health assessments.
- Inclusivity in education: Break language barriers in learning with real-time translations and personalized tutoring across multiple subjects.
- Routine financial services automation: Provide instant account information, personalized financial advice, transaction processing status, etc. to customers.
With a 24/7 AI voice agent, your business can handle these tasks around the clock, ensuring that customers are never left waiting. Want to improve customer experience with Plivo? Contact us today.
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RCS Marketing 101: Your Complete Guide
Discover how RCS marketing delivers rich, branded messages that drive engagement for your business.
SMS marketing works, but let’s be honest: it feels a bit outdated compared to modern apps.
But what if you could send rich, interactive messages with branded content, images, buttons, and carousels straight to your customers’ native messaging apps?
Rich communication services (RCS) makes that possible.
If you’re ready to explore how RCS marketing can transform your engagement strategy, this guide will walk you through everything you need to know. Let’s get started.
What is RCS marketing?
RCS marketing uses rich communication services to send interactive, branded messages through a customer’s default messaging app. It’s a modern upgrade to SMS that lets businesses share images, buttons, carousels, and more — all without needing third-party apps.
A user on Reddit summed up this perfectly:

RCS lets you send messages that are visually branded with logos and colors while remaining interactive. This turns static updates into an app-like experience inside a message.
This shift is part of a broader industry move, led by Google and backed by major mobile carriers, to upgrade messaging infrastructure and make RCS the default standard on Android devices.
As support continues to grow, businesses are adopting RCS as part of their customer engagement strategy. Platforms like Plivo make that adoption easier with a reliable, enterprise-grade gateway to deliver rich, reliable RCS campaigns at scale.
RCS vs. SMS marketing: A quick comparison
Marketers today are looking for ways to deliver more interactive and visual communication, and RCS is clearly leading the way.
While SMS still works well for simple alerts, it lacks the creativity and engagement that RCS marketing offers.
Let’s take a quick look at RCS vs. SMS marketing.
4 key benefits of RCS marketing
RCS marketing makes messaging feel more natural for both you and your customers. And since you can see what’s working and what’s not, it’s easier to pivot your strategy and get better results.
Here are its four key benefits.
1. Improved user interaction
One of the biggest advantages of RCS marketing is how seamless it makes the experience for your customers. Instead of typing out replies or clicking a link to open a website, users can just tap a button right inside the message.
Want them to book a demo, check order status, or browse products? It’s all possible with just a tap.
Fewer steps mean less effort, and that leads to more people following through. In fact, individuals spend up to 37 seconds engaging with RCS messages, which is a lot longer than most other types of mobile messaging.

That extra time and interaction can make all the difference when you’re trying to convert interest into action.
2. Consistent brand experience
RCS marketing doesn’t just tell people who you are — it shows them.
Verified business profiles help people know they’re getting messages from the real brand. Every message shows your brand’s logo, name, colors, and a checkmark. These small details make it clear that the message is coming from a genuine source.

This consistency matters because 88% of people are more likely to buy from a brand they trust.
3. In-depth analytics
With RCS marketing, you can track open rates, button clicks, and how people interact with each part of your message.
You get clear visibility into what’s working and where users are dropping off.
This makes it much easier to measure the return on investment (ROI) and fine-tune your campaigns. The more you understand how people engage, the better you can shape your messaging for results.
4. Higher conversion potential
RCS marketing makes it easier for customers to take action — whether that’s browsing products, booking a service, or making a purchase — all within the message itself.
With fewer clicks and no need to switch apps, the path to conversion feels effortless. And when it’s that easy, more people follow through.
For example, EaseMyTrip used RCS to run a post-COVID travel survey. They added quick-tap answer options and followed up with a thank-you coupon. The campaign saw a 4x higher click-through rate than email, 10x more survey completions, and a 2.7% increase in conversion rate.
5 major use cases of RCS marketing
Here are five major use cases showing how brands are using RCS marketing effectively.
1. Product promotions
RCS makes product promotions feel more like browsing a store than reading a message. Brands can send image carousels that customers can swipe through to explore new arrivals, check product details, and see what’s available without leaving their messaging app.

2. Abandoned cart reminders
The average cart abandonment rate is over 70%, which means most shoppers never make it to the finish line. RCS marketing can help bring them back by making the reminder more engaging and easier to act on.
You can send a message that shows exactly what they left behind, along with a clear button to complete the purchase. It’s visual, straightforward, and the entire experience stays within their messaging app.
3. Appointment confirmations and reminders
A PhD thesis from Manchester Metropolitan University found that forgetfulness is the most common reason people skip their appointments.
RCS makes it easier for both businesses and customers to stay on the same page. You can send a message that shows the appointment details along with a simple calendar view. Add buttons to confirm, reschedule, or cancel — all within the chat.

4. Customer surveys and feedback
Getting feedback is important, but most customers lack the time or patience to complete lengthy forms. RCS marketing makes it easier by allowing brands to ask short, targeted questions and receive quick responses.
Plus, the rich features of RCS let you include images, ratings, or multiple-choice options, making feedback feel more like a conversation.
5. Customer support follow-ups
After a support request is resolved, following up shows customers you care and helps close the loop on their experience. But if the follow-up message gets buried in an email inbox or goes unnoticed, that opportunity to connect is lost.
With RCS marketing, you can send a quick message to check if everything’s working fine. You can include helpful buttons like “Change Password,” “Manage Account,” or “Talk to Support.”

RCS marketing myths and realities
Despite RCS marketing’s growing adoption and proven results, some common misconceptions still hold businesses back from trying it. Let’s look at a few of the biggest myths and what’s actually true.
Myth 1: RCS marketing is too expensive
At first glance, RCS business messaging can seem like a pricey upgrade. Rich visuals, tap-to-action buttons, and branded layouts look premium, so it’s easy to assume they come with a hefty cost.
But cost alone doesn’t tell the full story.
What you get in return matters more. RCS drives significantly stronger engagement with higher click-through rates, increased interactions, and better overall outcomes.
Take Club Comex, the loyalty program of North American paint brand Comex. They sent two rich and interactive RCS campaigns to their members and saw a 10x higher click-through rate, which helped increase revenue by 115%.
That’s the value side of the equation. Better targeting and richer content mean more people click, engage, and convert.
Myth 2: RCS marketing doesn’t reach enough users to be worth it
This concern made sense in the early days of RCS, when adoption was still catching up. But the landscape looks very different now.
In June 2024, the 12-month growth of RCS users reached 36.3%, showing faster uptake than other messaging channels. More Android devices support RCS by default, and it’s being rolled out across more networks globally. Even Apple has announced support, which means RCS is on track to reach a massive number of smartphone users worldwide.
With that kind of growth and widespread support, the hesitation around RCS is starting to fade. Brands can confidently invest in RCS marketing knowing it will connect with more customers than ever before.
Myth 3: RCS gets treated like spam and ends up ignored just like emails
Unlike email, RCS messages appear directly in the user’s primary messaging app alongside personal conversations. They include rich media and interactive elements, making them more engaging and less likely to be ignored.
This creates a more natural, conversational experience that drives higher open and response rates than traditional marketing channels.
Why choose Plivo for your RCS marketing needs
With RCS, you can turn simple messages into rich, branded conversations that feel more like chatting than broadcasting.
Plivo gives you the tools to make that shift without the hassle. From verified messaging to smart automation, everything works together to help you connect better and respond faster.
When combined with AI Agents and a unified customer data platform, RCS becomes more than just messaging. You can deliver personalized experiences at scale, automate everyday interactions, and keep conversations flowing without lifting a finger.
Here’s what you get with Plivo’s RCS API:
- Real-time personalization: AI Agents tailor conversations using customer profiles and behavior triggers to improve engagement and conversions.
- Multi-channel fallback: If RCS isn’t supported, messages automatically switch to SMS to ensure delivery and maintain consistent communication.
- Conversational automation: AI Agents handle FAQs, process orders, schedule deliveries, and route complex queries within RCS.
- All-in-one messaging platform: Manage RCS, SMS, WhatsApp, Voice, and more from a single dashboard.
- Reliable performance: 99.99% uptime and global infrastructure keep your campaigns running smoothly.
With Plivo’s no-code tools, you can quickly launch AI-powered RCS messaging across channels and deliver a consistent customer experience from day one.
See how you can launch your first RCS marketing campaign with Plivo by requesting a demo today!

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.)
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.

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.
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.

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.

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

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

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

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.
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!

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.

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:
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.
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.
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.
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.
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.
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.
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.
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
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.
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:
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.

- 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.

- 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.
New Status Page Showcases Plivo Reliability
Reliability is a key component of our service offering. Our updated status page offers customers transparency into our uptime promises.
As part of delivering on our 99.95% uptime promise, we’re introducing an updated status page. Think of it as our internal checks and balance report to show that we’re not only abiding by our uptime SLA, we’re also offering full transparency while doing so. Plivo’s revamped status page gives everyone a real-time view into our service availability, as well as the status of telecom carriers globally.
Categorization of Plivo vs. carrier partners
We’ve categorized uptime by our different services, and under each section you can differentiate between incidents related to Plivo’s software and those concerning carrier partners’ connectivity, which indicate an issues outside of our network (and out of our control). We’ve also broken down carrier connectivity status by region, which you can view by clicking the plus sign in the top right corner of each section.
Easier-to-use interface
A simplified UI helps page visitors check the status of Plivo products and services. Any upcoming maintenance planned by external carriers is reflected in the Scheduled Maintenance section, while the Past Incidents section links out to a detailed incident history that provides more information about service degradation. You can navigate to these sections through the top header.
Status categorization
Each section has a lookback of 30 days, and each status component is color-coded per the severity of the incident — Operational, Under Maintenance, Scheduled Maintenance, Degraded Performance, Partial Outage, and Major Outage — giving you visibility into critical issues in real time.
Subscriptions to updates and incidents
You can sign up to receive automated email notifications whenever the Plivo status page creates, updates, or resolves an incident by clicking the Subscribe to Updates button in the header.
You can specify that you want to be notified by service type, so that if you only want to be notified of incidents regarding the Messaging API, for example, you can indicate that by ticking that respective field before you click Save. We have an extensive list of subscription options at both the Plivo services side and the carrier partners side.
We have carried over the System Metrics section from the old status page, so you can still have a real-time view into our API uptime and response times during the day, if you want to get that granular.
Quickly identify issues
Having visibility into service issues is a critical step in any incident resolution process. From the real-time status of all Plivo products and services and global telecom carriers to incident categorization and the ability to subscribe to updates, we’re making it easier for our customers to get to the bottom of any issues.
Not using Plivo yet? Getting started takes just five minutes. Sign up today.

Sender ID Registration Now Available via Console
Sender ID registration for international SMS and MMS is now available via the Plivo console. It’s a self-service way to improve engagement rates and brand recognition.
Plivo SMS and MMS API customers can now register sender IDs through the console, removing the need to submit a ticket with the Plivo support team. Plivo is the first CPaaS provider to offer registration in the console.
Businesses outside of North America use sender IDs to show on someone’s phone who sent an SMS message. By default, the sender ID is set to the sender’s phone number, but businesses can register an alphanumeric sender ID like the company’s name or service — something marketing teams love to do. Some countries require businesses to have sender IDs. Find out which countries support sender IDs, as well as their registration requirements.
You can register a sender ID by visiting Messaging > Sender IDs on the Plivo console and selecting Register Sender ID, then filling out the registration form.

You can also track the status of your sender ID registration on the console, without needing to check email.
Watch this short video to learn more.
There are two types of registration for sender IDs.
- Dynamic: This process does not require preregistration. Customers can instantly provision a sender ID in 109 countries.
- Preregistration: For this type of registration, customers need to provide information, and sometimes additional documents, to validate their sender ID. This process varies depending on the country of registration. It can take up to two weeks to complete this process and be able to use the sender ID.
We now ask new customers from countries where a sender ID is required to register for a sender ID upon registration with Plivo.
As per new TRAI regulations, customers in India need to follow a separate process with the DLT platforms.
What are the associated costs?
If you’ve already purchased an SMS-enabled phone number, there’s no additional charge for using an alphanumeric sender ID in most countries. However, for some countries that require preregistration, there may be charges such as one-time setup fees or recurring monthly fees. Some customers are also subject to a one-time $25 setup fee, depending on the product plan they’ve subscribed to.
What are the benefits of having a sender ID?
Companies that use a sender ID as part of their marketing strategy typically achieve higher open rates and improved brand recognition. A unique sender ID instantly connects with your recipients, as it’s the first thing they see upon receiving a message. When a customer receives a message from a random number, they may dismiss that message. A sender ID gives the phone number more legitimacy.
Want to learn more? Get step-by-step information on getting started. Not using Plivo yet? Sign up today!

Lessons in CPaaS Technology Leadership: Having Our Own Carrier Network Matters
As a CPaaS technology leader, Plivo has learned that if you want to create great customer experiences, you can’t take carrier network quality for granted.
Plivo became a market leader in the CPaaS technology category by shaking up the stodgy telecom industry and making it easier for businesses to connect with their customers. Today, CPaaS use cases range from banks providing direct access to call centers with one-click calling from within an app, to restaurants pushing out SMS messages updating their customers on the status of their deliveries.
We’ve learned a lot of lessons along the way, all based on what helps customers. In this first post in a new blog series we highlight the importance of a CPaaS platform having its own carrier network.
When we started Plivo, as long as we could gain access to markets around the world, we assumed it didn’t matter what carriers we used. Coverage was the key, or so we thought. Instead, we learned that for our customers to be able to reliably reach their own customers, we had to put together our own network of high-quality carriers. More specifically, we learned five important lessons.
Lesson 1: Strong technology and infrastructure alone cannot compensate for poor carrier network quality
We started by partnering with large telecom carriers that aggregate local players to connect calls and deliver SMS messages globally, but we soon realized it made a difference which carrier networks we connected to.
Sure, technology and infrastructure are important, but if the carriers we connected to dropped calls, had poor call quality, provided unreliable caller ID, or failed to deliver messages, we couldn’t help our customers no matter how sophisticated we made our platform technology.
Carrier quality issues aren’t just inconvenient, they can stand in the way of businesses delivering the time-sensitive, mission-critical communications required for a high-quality customer experience. We realized we had to build our own carrier layer to pair with our technology and infrastructure layers.
Lesson 2: Relying on aggregators is not a good way to ensure carrier network quality
Carriers that aggregate traffic focus on cost, not quality. But carrier quality is not a commodity, so connecting with cost-focused carriers can turn out to be more expensive in the long run.
Calls can take a long, suboptimal route through an aggregator’s infrastructure, which leads to inconsistent quality. And inconsistent call quality or message deliverability — which manifests as latency, jitter, dropped calls, and undelivered messages — can lead to unhappy consumers and additional expenses for companies.
For example, suppose a company’s mobile app sends an appointment verification message to a prospective customer via an API platform. If that platform works with unreliable carriers, that potential customer might not receive that message and may miss the meeting, leading to a lost business opportunity. Businesses that rely on Plivo’s direct connections to local carriers, on the other hand, benefit from more reliable service. They can automatically leverage our real-time routing engine that routes calls and SMS messages over the best possible routes based on quality.
Using aggregators also means that troubleshooting issues take longer, since there may be multiple layers between the end carrier network and the communications platform. If an error occurs, you want your communications platform provider to be able to get the bottom of the issue as soon as possible so you can get back to serving your customers.
Lesson 3: Building a premium carrier network requires redundancy
Plivo chooses carrier partners based on their ability to reliably connect calls and deliver SMS messages. Still, the nature of telecom means that even high-quality carriers have issues from time to time, so we learned to build redundancy into our network to provide customers with automatic failover in the event of any errors or outages.
In almost all major regions we have at least two direct connections with local carriers to establish redundancy. If one of these carriers goes down, all traffic automatically gets routed to the other. That means businesses don’t have to scramble when an outage occurs. Automatic failover means you continue to communicate with your customers as if nothing occurred behind the scenes.
Lesson 4: The infrastructure and technology layer all need to have the same commitment to quality
With a cloud communications platform, the technology, infrastructure, and carrier layers all need to pull their weight.
Part of building a quality infrastructure layer includes establishing seven points of presence (PoP) in strategic locations to minimize network hops, and therefore reduce latency, so customers have reliably clear calls. We also have network operations centers (NOC) on opposite sides of the world that proactively monitor network performance 24 hours a day, which helps us get in front of any carrier issues that arise.
We also do this type of behind-the-scenes work within the technology layer. For example, we use a dynamic routing engine that can find the best paths for calls and SMS messages in real time, which helps our customers consistently connect with their users without having to think about it.
All of these layers need to move in unison. We continually test how the system as a whole works to get ahead of any potential issues.
Lesson 5: You can’t build a quality carrier network overnight
Establishing a quality carrier network globally, along with the infrastructure and technology to support it, takes both expertise and a significant time investment.
Rather than relying on aggregators, we invested more than seven years in building out a global carrier network, because if you want to establish quality connections, you can’t rush this process. Onboarding local carriers takes six to nine months each and involves steps like commercial and legal discussions, interoperability and quality testing, and capacity provisioning.
We continue to invest time and resources into expanding and strengthening our global network, understanding that there are no shortcuts when it comes to continually ensuring quality.
Be proactive: Don’t accept carrier network quality as a given
If your businesses uses a cloud communications platform to connect and engage with customers, don’t assume that carrier quality is a commodity.
Given how difficult business has been around the world lately due to COVID-19, companies cannot afford to lose business over customer experience issues. Rather than waiting until quality issues surface before you deal with them, be proactive. Find out how different platforms connect to carrier networks and assess whether certain providers can help you deliver reliable, high-quality voice and SMS services through your applications.
The bottom line is: if you want to create great customer experiences, you can’t take carrier quality for granted. Choose a platform that helps you create amazing customer experiences by reliably connecting with your customers.
To learn more about the importance of carrier quality and what businesses should consider when choosing a communications platform, download our white paper: The Carrier Network: What Powers Quality in Voice and SMS APIs.
Read more posts in our CPaaS Lessons series:
Introducing New Plivo Support Plans
Our redesigned support plans ensure you get the help you need from Plivo, whenever you need it.
We’ve redesigned our Plivo support plans to ensure you can get the help you need, whenever you need it. Our new support offerings provide improved service level agreements, and businesses that need custom assistance from Plivo’s support team can gain access to a dedicated account team for guidance on complex integrations and faster issue resolution.
Plivo gives customers one-on-one, fast-response support from experienced technical support engineers, all of whom are experts across Plivo’s multiple products and services. Here’s a breakdown of our new support plans:
Basic Support (free): This is our free plan, which every Plivo customer has access to. It includes Plivo’s real-time status dashboard within the console, which provides the most up-to-date and timely service health information, as well as speedy email support. We don’t offer specified response times on this plan, but our support engineers always aim to get back to you within one business day. As with all Plivo services, you don’t need contracts or minimum commitments to get support.
Priority Support ($250): This new plan includes 24/5 email support for users with sensitive and high-severity issues. If you’re experiencing critical issues, Plivo will get back to you in three hours or less, no matter the time of the day.
Business Support ($750): This premium plan offers 24/7 support for critical issues and an SLA of one hour for priority 1 and 2 issues.
Personalized Support ($2,500): This top-tier plan is perfect for customers who need guidance on products and configurations that are specific to their use cases. If you’re a large enterprise that wants to consult with Plivo for bigger-scale planning and problem resolution, this is the route you should go. Benefits include:
- 24/7 response: Access to Plivo support staff via email, phone, and chat via Slack 24 hours a day, with a one-hour service level agreement for business-critical issues.
- Dedicated customer success manager: Access to a designated contact at Plivo who understands the scope of your project or integration, is well-versed in your programming language, and can assist in expediting issue resolution.
- Quarterly business reviews: We’ll meet with you quarterly to review your support tickets and use cases, and assist you with capacity planning and optimizing any deployments specific to Plivo.
If for any reason you need to change your level of support, you can upgrade or move back to a lower-tier plan, no questions asked. With pay-by-the-month pricing and an unlimited number of support cases, you won’t be bound to any long-term commitments and can find a plan that fits your business needs.
Not using Plivo yet but considering getting started? Sign up today. It only takes five minutes.
Introducing MMS on Powerpack
Send and receive pictures, audio, video, and emojis from your applications across US and Canada. Get started for free now.
Sending hundreds of thousands of messages at a go isn’t easy. How many phone numbers do you need to deliver those messages? What are the best phone numbers to use to ensure delivery?
Powerpack automates all of the complex logic that you would otherwise have to code manually. It’s designed to meet large-scale message throughput and volume requirements. By automatically distributing your overall messaging traffic across a pool of source numbers, Powerpack guarantees that you stay compliant with CTIA throughput limits.
We introduced Powerpack last year for SMS message, and now we’ve extended Powerpack functionality to MMS. MMS use has grown exponentially in recent years — businesses now employ rich visual experiences to give customers more information about a product, and in return they see higher engagement rates from their customers. If you send messages with image, audio, or video content, you can now configure a Powerpack to automatically deliver those multimedia messages. You simply select a pool of phone numbers when configuring a Powerpack and Plivo does the rest. And best of all, it’s absolutely free!
Key Powerpack features include:
- High deliverability: Powerpack provides high deliverability by intelligently managing your numbers. It eliminates the possibility of a single point failure and provides intelligent load management.
- Number pool: Powerpack intelligently distributes outbound message traffic over a pool of source numbers optimal for your message volume. It only takes a few seconds to set up a pool of source numbers that’s the right size for your message volume.
- Regulatory compliance: Messaging regulatory compliance varies not only by the number type but often by location as well. Powerpack includes compliance controls that help ensure high deliverability and throughput.
- Sticky sender: If you want to contact the same subscriber more than once, Powerpack can help maintain a single conversation thread by always sending messages to that subscriber from the same source number in the pool.
- Local connect: The local connect feature prioritizes phone numbers in the pool that match the region and/or area code of the subscriber. Recipients are more likely to show interest in messages from familiar sources.
- Automatic fallback: You can enable automatic fallback with Powerpack by adding Plivo toll-free numbers or short codes to Powerpacks. Powerpack can switch from one number type to another without any delivery loss.
Getting started
Configuring a Powerpack is easy — visit Messaging > Powerpacks on the Plivo console, then click Add New Powerpack.

When you configure your Powerpack, you have the option to enable the Sticky Sender and Local Connect features.

In the Configure Number Pool section, you can enter the count of phone numbers at a country and/or regional level. If you’re unsure about how many numbers to add to the pool, enter your daily message volume (US and Canada only) and Plivo will recommend an optimal phone number pool size.
Once you’ve configured your Powerpack, you can start sending MMS message with it by entering your Powerpack ID as the powerpack_uuid in the Send Message API request. See our Send MMS use case guide for complete details.
Not using Plivo yet? Getting started takes just five minutes. Sign up today!
3 SMS and Voice Use Cases You Can Build with Minimal Dev Time
Create and deploy new SMS and voice integration services with minimal development time using PHLO from Plivo.
In today’s mobile, digital-focused world, companies are increasingly leveraging SMS and voice capabilities within their web and mobile applications for things like authenticating users, sending account alerts, and providing delivery notifications. Incorporating text messaging and voice can help optimize customer engagement and user experience while improving operational efficiency and security.
As demand for SMS and voice integration has increased, CPaaS providers like Plivo have launched serverless, low-code, visual workflow builders that provide out-of-the-box use case templates to enable more organizations to leverage the benefits of an API platform. You can use these visual design studios to more easily create communications workflows and reduce development times.
In other words, with a few drag-and-drop moves (similar to what you might find on a visual website development platform like Wix or Squarespace), you can create and deploy new SMS or voice integration services in far less time than you could by using the usual combination of APIs and XML.
What might these integrations look like? Consider these three use cases to see how your company could benefit from PHLO, Plivo’s visual workflow builder.
Alerts and notifications
Perhaps the most widely applicable use case for SMS and voice integration is for sending alerts and notifications, such as:
- Automated account alerts — notifying customers of account activity regarding logins, usage, etc.
- Dispatch or delivery notifications — informing customers when a shipment is en route or delivered
- Reminders — alerting customers of an upcoming appointment
One of our customers, Deckers, a footwear brand, has built SMS delivery notifications to notify partner stores of upcoming orders so they can take the necessary actions needed to fulfill those orders. The company has many brands under its corporate umbrella, and if it had to make changes to these notification workflows using a traditional development cycle, it would be a time-consuming process that required developer resources on a continuing basis. Instead, Deckers uses PHLO to quickly adjust its notification workflows by dragging and dropping modules as needed.
In addition to using SMS alerts, businesses can benefit from setting up voice delivery alerts. For example, our customer Bosch InTrack, an integrated supply chain event platform, uses PHLO to send voice alerts to security teams about incoming deliveries. Because Bosch operates in multiple markets, it needs to be able to quickly add or modify voice alerts to support different languages. PHLO makes it easy to implement these changes.
Two-factor authentication
Another common use case for integrating communications capabilities into applications is for authentication. All kinds of businesses nowadays use two-factor authentication (2FA) to verify users’ identities when they log in.
Plivo customer Bigo Technology, an innovative live streaming company, uses SMS and voice to verify signups. Bigo used PHLO to quickly build a workflow that issues a one-time password (OTP) via SMS, then fails over to voice verification if necessary to improve conversions.
Our customer Gojek, an on-demand last mile delivery marketplace service, uses voice OTP for verifying users. PHLO helps Gojek quickly add a new country and corresponding language and enable users to choose their preferred OTP format — text-to-speech, their own voice, or a combination of the two.
Using PHLO makes building these workflows simple; you can start with an existing template and easily adapt your verification or authentication requirements via drag-and-drop modules.
Call forwarding and cloud IVR
In addition to different types of alerts and verifications, companies also benefit from integrating SMS and voice capabilities into applications for customer service purposes.
Interactive voice response (IVR) systems are the backbone of customer support organizations. Companies use them to guide customers who call in to the appropriate department. (“Press 1 for sales; press 2 for technical support.”) In the past, companies used complex, on-premises infrastructure to run these systems, but now you can use scalable, cloud-based APIs to play audio and trigger call forwarding.
Nutanix Beam, a multicloud optimization service delivered as part of the Nutanix Enterprise Cloud OS, uses Plivo to power its IVR for incident response and escalation. Using PHLO’s visual builder, Nutanix can add or edit an escalation point in seconds.
Another customer, Practi, develops cloud-based software solutions to manage retail businesses. Practi uses Plivo to power IVR and call forwarding for its customers. Using PHLO’s drag-and-drop templates, Practi can quickly build IVR flows for new customers and customize recorded greetings and thank-you messages.
Instead of having to involve your developers each time you want to tweak these types of announcements and associated forwarding rules, you can use PHLO to easily make updates without having to rewrite any code, which in turn helps you serve your customers better.
Start simplifying SMS and voice integration
As people grow more used to communicating with brands digitally, the need for businesses to integrate SMS and voice capabilities into their customer experience also grows. Businesses can use PHLO to quickly build workflows that help them communicate with customers.
See how PHLO can help you take your communications to the next level. Explore more SMS API and Voice API, or jump in to start building workflows using PHLO by signing up for a free trial today.
5 Reasons Your SMS Messages Don’t Reach Your Customers
Improve delivery of your business SMS messages with a strong API platform and awareness of what affects deliverability.
Sending SMS messages can be a great way to cut through email clutter and directly reach customers with critical information such as delivery notifications, account alerts, and login authorizations, along with marketing and other customer service messages. But when you use text messaging, keep in mind that SMS delivery isn’t failproof; it hinges on a number of factors, both in and out of your control.
Delayed, undelivered, or unreadable messages (due to unsupported characters) can increase your costs in two key ways:
- Your API platforms charge for SMS messages based on the number of messages you attempt to send, which could be higher than the number of messages delivered.
- SMS issues could upend your customer support and security strategies, leading to customer churn.
Understanding why your SMS messages might not get delivered — and working with a communications API platform that can help you avoid, monitor, and repair issues quickly — can go a long way toward improving your SMS reliability.
Here are five common reasons why your SMS messages might not reach your customers — and what you can do to address them.
Carriers filter your messages as spam
You want to send messages to your customers that add value to their experience, but the messages might not get delivered if a carrier mistakenly filters some of your messages as spam. Checks and filters differ by carrier, country, and local regulations, but they’re usually based on a combination of factors, including:
- Sender/source
- Number type used to send
- Volume of messages
- Message content
In particular, your messages might get filtered as spam if they follow certain patterns that spam messages tend to exhibit, such as including generic or free link shorteners within messages. To avoid having your SMS messages look like spam or phishing messages, use your own branded/dedicated link shortener if you need to use one. Better yet, avoid link shorteners, so text recipients can see exactly where their taps will take them.
Carriers may also consider your SMS messages spam if you send the same message to lots of recipients. Where possible, you should send personalized messages, as you would with email.
Plivo’s visual workflow tool PHLO helps you personalize SMS messages at scale. You can use it to configure a data sheet with personalized columns for information like a customer’s name and a coupon code you want to use for different customer segments. You can then include that content automatically within your SMS messages.
When messages get blocked due to spam regulations, Plivo sends delivery drop alerts to customers, so they immediately know when there’s an issue. Plivo’s customer success team can make recommendations if the customer is willing to share the content of their messages with us.
Customer complaints lead to blocked numbers
Rather than sending out unsolicited messages, you need to have a documented opt-in process, both to create a high-quality customer experience and to avoid being blocked. If an operator receives too many complaints about unwanted messages, it may block messages and ask the sender to provide an overview of the message campaign and the applicable opt-in/opt-out process. An abundance of complaints can even cause a network operator to suspend the sender.
Some of the things you can do to avoid customer complaints include:
- Explicitly note how to opt out: Senders must include “help” and “stop” keywords so that customers can learn more or opt out and avoid triggering a sender block.
- Clearly identify the sender: Senders should consider using branded short code numbers, which can help customers identify the sender and minimize complaints and opt-outs.
- Mention why customers are receiving the messages: Provide context and a reason in the messages as to why the recipient is being contacted.
- Use the same number for customers for each send: Switching between multiple numbers to send messages to the same customer can lead to a confusing and poor user experience.
Plivo provides a number of advanced features, such as a “sticky sender” feature that ensures the same number is used for the same customer, to deliver high open rates and avoid customer complaints. The platform also enables companies to send messages that come from local phone numbers, which can lead to higher open rates because they seem more relevant.
Carrier regulations restrict messaging
Businesses sending SMS messages have to abide by a complex web of regulations constructed by local telecom authorities. There’s no universal set of rules.
For example, in some areas you may have to use certain number types or sender IDs. In the US, when sending messages from an application to a person (A2P), you can’t use regular long codes with most carriers and instead need to use short codes, toll-free numbers, or specific A2P long codes.
Certain regions also have restrictions on when promotional SMS messages can be sent, which can cause messages to go undelivered or get queued until the accepted time in that region, depending on how local network operators function.
Plivo helps manage these regulations in an automated manner by queuing messages as needed and choosing the right number type. You can also leverage our customer success team for guidance on the appropriate number format for a message’s use case.
To familiarize yourself with some of these guidelines for number formats, review our white paper on SMS messaging.
A low-quality carrier network can lead to more outages
If an API provider partners with low-quality carriers, that can lead to lower delivery rates. Even if the messages go through, not having direct in-country connections can mean messages take longer to reach recipients because they have to take multiple network hops to reach their destinations.
Connecting to local markets via a large carrier that aggregates local players could exacerbate this issue. In that scenario, if an error occurs, it could take the communications platform a long time to resolve the problem, as there could be many layers between the platform and the local carrier experiencing the outage, which makes it difficult to get to the bottom of issues.
Network outages do occur from time to time, but you can improve delivery rates by leveraging API providers that connect directly to high-quality carriers.
Plivo prioritizes connecting to high-quality local carriers, and we have built-in redundancy, with at least two connections to carriers in most regions. That way, when errors and outages occur, businesses can continue using the service without interruption.
Lack of intelligent features provided by your API platform
Your API provider might lack intelligent features that could help improve deliverability behind the scenes, such as:
- Invalid phone number resolution: With most providers, if a phone number is invalid due to a missing country code, the message will simply fail to be delivered. Plivo’s enhanced destination number validation feature rejects SMS requests if the destination number provided is not a valid phone number, so you neither have to pay for it nor are left wondering whether the message went through.
- If there’s a formatting issue with a number, Plivo might be able to solve it. For instance, if a number has spaces, leading zeros, or numbers in local formats, the platform will auto-format to the international E.164 format. And in cases where the country code is duplicated at the start of the number due to both the customer entering it and the company’s application prepending the country code, Plivo deduplicates the country code before submitting the message to the carrier. An API provider that lacks these features could cause an improperly formatted number to go undelivered.
- Smart character encoding: SMS messages that contain Unicode characters might not get delivered if the destination network doesn’t support those characters. Even if the message is delivered, if it’s not properly encoded, then the message might be garbled for the recipient.
- Plivo’s intelligent message system swaps Unicode characters for similar GSM characters when the recipient’s network requires that for the message to get delivered correctly. An API provider that lacks smart character encoding could cause delivery issues, or cause your message to get split into two messages, doubling what it costs you to send it.
- Real-time routing: Businesses benefit from more consistent delivery through Plivo’s real-time routing engine, which automatically optimizes message routes. Plivo uses test nodes that continually assess carrier quality in real time. That helps us deliver your SMS messages via the most reliable route. An API provider that lacks this type of real-time testing and analysis to find optimal routes could experience technical difficulties that derail your SMS messages.
Send SMS messages with confidence
You can avoid these issues and send SMS messages to customers with confidence. To achieve more consistent delivery and keep costs down, choose a highly reliable API platform and familiarize yourself with messaging regulations in your intended markets.
To learn more about how you can more reliably send SMS messages, get in touch with Plivo’s API experts.
Introducing Automatic Speech Recognition
Configure engaging, voice-driven user experiences on Plivo with Speech Recognition (ASR) to text API
Speech recognition has become increasingly pervasive in recent years. This technology helps businesses provide a better customer experience and reduce organizational costs.
You can now take advantage of automatic speech recognition (ASR) with Plivo’s GetInput XML, an easy way to configure engaging, voice-driven user experiences.
Plivo’s ASR technology eliminates the heavy lifting that’s often associated with building AI-driven voice interactions. Our ASR helps build responsive applications that act on partial recognition results as your customer speaks, and we’re able to make voice transcriptions available to your application in real time.
Here are some ways ASR can enhance your end user experience, as well as help your customer service agents work more efficiently.
- Conversational IVR: Upgrade a manual, traditional IVR menu to a speech-driven experience that gets callers the answers they seek faster. Conversational IVR can do more than just say “Press 1.”
- Voice search: Build virtual assistants that intelligently provide relevant information based on the user’s query.
- Surveys and form fills: Prompt users with questions and automatically capture and transcribe their answers to fill out forms and surveys.
How does it work?
Plivo routes user responses based on a speech or a digit-selection prompt. When collecting a user’s speech as input, Plivo transcribes and relays the spoken phrases to the specified action URL in real time. When collecting input through digit press, the digits entered by the user are relayed to the specified action URL. For more information, see our documentation.
How much does it cost?
The amount you’re charged for ASR is based on the duration of the analyzed speech. Charges are calculated as USD $0.02 per 15-second pulse (rounded up). For example, if speech was recognized for 35 seconds, the account would be billed for 45 seconds (15 * 3) of speech.
What are some key features of Plivo’s ASR functionality?
Extensive language support: Plivo supports speech recognition for 27 major languages and their regional variants.
Speech adaptation with hints: Improve speech recognition accuracy by providing a set of hint words and phrases expected from the speaker. This feature can improve transcription accuracy of proper nouns, homophones (one, won), and domain-specific words rarely used in everyday conversation.
Prebuilt models: Reduce the amount of time spent configuring an IVR system and select from a range of prebuilt models, depending on your use case.
Profanity filter: Keep your transcriptions clean, and identify and monitor the use of profanity. The profanity filter masks specific words in the transcriptions programmatically forwarded to your application.
Simultaneous input detection: Augment your existing IVR applications with speech by enabling the simultaneous detection of DTMF and speech input — in other words, you can now prompt, “Press 1 or say ‘yes’ to accept.”
Advanced end-of-speech detection: Automatically detect the end of the user’s speech. Advanced timeout controls help configure end of speech detection behavior.
Interim transcription results: Reduce response times by receiving transcription results in real time with each word spoken by the caller.
Getting started
Getting started with ASR is easy. Head over to our product guide for detailed references and code samples. All Plivo server SDKs come with helper functions to work with GetInput XML. Read our language-specific guides on getting started with Plivo Voice API.
Not using Plivo yet? Getting started takes just five minutes. Sign up today!
Best Practices for Using Short Codes with an SMS API
What you need to know about short codes — common use cases, capabilities, and regulations — and how to leverage your SMS API provider.
Short codes offer a clean, fast, and legally compliant option for sending high-volume, one-way application-to-person (A2P) communications. Before you consider them, however, you should understand the common use case for short codes; what makes short codes a powerful, fast, and reliable medium; and the requirements for short code approval.
Common uses cases for short codes
The regulation and logistics surrounding short code usage are complex. Companies sometimes jump into A2P messaging without a clear understanding of how they should use short codes rather than other number types.
One of the most common myths about short code usage is that it’s only effective for marketing campaigns. In fact, you can use short codes in a variety of high-impact transactional applications across different industries.
For example, restaurants and food delivery services use short codes to update customers on the status of their table, order, or food delivery. Hotel chains, airlines, and parking companies use short codes to remind their guests of upcoming reservations or to handle itinerary changes.
SaaS applications and data storage providers often use short codes and an SMS API to support two-factor authentication, which is a convenient, cost-effective way to keep sensitive customer information and data secure by leveraging SMS to provide the “something they have” layer of 2FA.
In the public sphere, schools use short codes to update parents and students about closures or announce events. Municipalities and safety agencies use short code SMS to deliver emergency alerts, such as sudden weather changes or AMBER alerts. Shipping services like FedEx, USPS, and UPS use short codes to update residents on package statuses, including delivery notifications or delays. Political organizations leverage short codes to support voting, polling, and surveys to gauge public opinion.
While short codes are a dynamic and an effective way to deliver a wide range of A2P communications, they’re not the best number type for all promotional or transactional messaging.
When not to use short codes
If you’re sending a low-volume promotional campaign — fewer than 10 messages per second — it’s more cost-effective to use a toll-free number enabled for SMS or number pooling over long codes. Plivo can help you select the most appropriate number format and optimize your campaigns so that you remain in compliance with the regulations for text messaging set by the Cellular Telecommunications Industry Association (CTIA).
What makes short codes powerful and reliable
SMS messages offer an immediate and powerful method for reaching customers. According to mobile research firm MobileSQUARED, 90% of people read their text messages within three minutes of receiving them.
When you combine this high read rate with the high-volume capabilities of A2P short code communications, you can reach more of your end users faster than you could with long codes or toll-free numbers. Plus, short codes are the only preapproved number type for sending promotional messages. This preapproval by the CTIA and Common Short Code Administration (CSCA) means short codes also have more consistent, reliable delivery rates than their long code or toll-free counterparts.
Similarly, short code communications are less likely to be blocked at the carrier level as spam because of their preapproved CTIA status. Before a company can use a short number, the CTIA reviews their program — a process that can take up to six weeks — to ensure that it meets the association’s guidelines.
Plivo can help you with the administrative legwork of getting approval, and advise you on how to compose short code campaigns so they have the best chance of getting approved. More on this later.
Rate limits on messaging via long codes makes them an inefficient way to send high-volume promotional or transactional messages, which often need to reach tens of thousands of recipients with time-sensitive information. While long code communications are limited to one message sent per four-second interval and up to 200 messages per day per number, short code messages can be sent out at the much faster rate of 50 messages per second.
Additionally, you can easily customize short code campaigns for different use cases, with campaign tracking for better deliverability.
Requirements for short code approval
Carriers must approve a short code and its content before rollout (and conduct audits at later dates). To gain approval, your short code must meet a few requirements.
A clear call to action (CTA)
A clear call to action doesn’t just encourage recipients to interact with the company sending the short code communication — it describes exactly what information customers will get if they sign up.
A clear CTA should include:
- The company and program name
- A program description, including how often recipients will get messages
- A link to the program’s terms and conditions
- Opt-in and opt-out instructions
- Instructions on contacting customer support
- Additional carrier cost disclosures for message and data rates
These requirements ensure that end users can recognize promotional and transactional messages.
An acceptable opt-in method
Before you can send promotional or transactional A2P messages to recipients, you need to get express written consent from end users. To do this, get opt-in via text message through a keyword, an online form, or an in-person, in-store signup.
Companies can get opt-in from customers in a number of ways:
- Online phone number entry
- A mobile-oriented message that includes the opt-in keyword
- In-store, point-of-sale signup
- Opt-in button on a mobile web page
- Interactive voice response (IVR) opt-in via phone call
To ensure you can prove compliance with the CTIA opt-in regulations, you should store customer records electronically.
Templatized content and message flow
For each short code program, you must submit a template of the content you plan to send for CTIA approval. Additionally, you must use one of the three approved message flows when sending communications to customers:
- One-time messages: These transactional, nonrecurring messages are triggered when a recipient sends in a keyword, resulting in a single, immediate text message.
- Recurring messages: These subscription-based communications require customers to opt in to receive multiple ongoing messages and dictate that businesses must include opt-out instructions in the first communication.
- Two-factor authentication: These communications are used to verify the identity of the customer with a third-party service using a combination of two of the following: a password, a mobile phrase or authentication, or a fingerprint.
By ensuring every company complies with the above criteria, the CTIA can maintain a consistent user experience for recipients.
Terms and conditions
If you’re using short codes for transactional or promotional messaging, you must include the full terms and conditions for your programs on a web-accessible page. These terms and conditions pages can be shared between programs (unlike opt-ins) but must all contain the following information:
- Sponsor information and program description that tells the reader what the company does and what the program is for
- Call to action that includes opt-in instructions
- Statement of recurrence disclaimer for campaigns that are ongoing
- Additional carrier cost disclosure that includes the phrase “message and data rates may apply” or “Msg&DataRatesMayApply”
- Active keywords that are used to control the recipient’s involvement in the program (such as HELP or STOP)
- An explanation of opt-out mechanisms that explain how people can opt out of the program
- Customer support information in case recipients need additional information
- Link to the privacy policy that details how the company ensures the privacy of user information
By following these terms and compliance regulations, you ensure that program recipients understand what you’ll be sending them as part of your program and how to get more information if issues or questions arise.
The CTIA also forbids companies from doing a few things with short code campaigns:
- Using the same opt-in for multiple programs
- Affiliate marketing
- Using one short code for multiple use cases
- Selling or sharing user information
- Loan, debt consolidation, or other advertising for debt services
- Deceptive marketing
- Fraud or phishing scams
- Work from home, “secret shopping,” and similar job advertising
Additionally, the CTIA does not allow you to promote any content advertising sex, hate, alcohol, firearms, or tobacco (SHAFT) in approved short code programs.
Getting started with short codes
The SMS regulatory landscape is in constant flux, and keeping up with changing rules is a challenge even for seasoned professionals.
Compared to other SMS number types, such as long codes and toll-free numbers, short codes are the most heavily regulated, take the longest to get approval for, and have the most expensive rates.
To get started with short code messaging, companies first have to lease a five- to six-digit short code. Regulations require companies submit a lengthy short code application that discloses who they are and how they plan to use the number. Then they must navigate the complicated short code provisioning process, which involves getting approval from every carrier network in the US and/or Canada before they can launch a communications program over their new short code number.
Fortunately, Plivo does the heavy lifting of getting your short code program through all the regulatory hoops. Plivo provides both the high-quality carrier network and the industry expertise you need to achieve superior message deliverability. As the leading Twilio alternative, Plivo brings depth of knowledge and direct Tier 1 carrier relationships to the table, so you don’t have to stress over regulations or reliability.
Download our white paper on how to optimize SMS communication to learn how to create and execute better SMS campaigns, or contact one of our short code experts today to get started.
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