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Featured

What is SMS Pumping: Plivo’s Quick Guide

Jan 8, 2024
7 mins

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

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

What is SMS pumping?

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

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

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

Real-World Impact: The Twitter Case

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

How does SMS pumping work?

The process typically unfolds as follows:

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

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

Signs Your Business Might Be a Target

Be vigilant if you notice:

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

Preventive Measures: Safeguarding Your Business

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

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

Plivo’s Solutions to SMS Pumping

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

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

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

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Jun 19, 2025
5 mins

RCS Marketing 101: Your Complete Guide

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

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

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

Rich communication services (RCS) makes that possible.

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

What is RCS marketing? 

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

A user on Reddit summed up this perfectly:

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

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

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

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

RCS vs. SMS marketing: A quick comparison

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

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

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

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

4 key benefits of RCS marketing

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

Here are its four key benefits.

1. Improved user interaction

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

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

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

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

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

2. Consistent brand experience

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

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

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

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

3. In-depth analytics

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

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

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

4. Higher conversion potential

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

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

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

5 major use cases of RCS marketing

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

1. Product promotions

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

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

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

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

2. Abandoned cart reminders

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

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

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

3. Appointment confirmations and reminders

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

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

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

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

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

4. Customer surveys and feedback

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

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

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

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

5. Customer support follow-ups

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

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

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

RCS marketing myths and realities

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

Myth 1: RCS marketing is too expensive

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

But cost alone doesn’t tell the full story.

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

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

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

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

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

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

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

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

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

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

Why choose Plivo for your RCS marketing needs

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

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

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

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

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

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

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

Jun 19, 2025
5 mins

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

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

Your customers are on WhatsApp but are your agents?

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

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

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

What is a WhatsApp AI agent?

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

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

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

What you need before setting up your agent

To go live with a WhatsApp agent, you need:

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

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

Optional but recommended integrations:

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

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

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

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

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

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

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

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

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

The goal is to build a WhatsApp AI agent that:

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

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

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

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

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

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

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

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

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

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

Depending on the customer’s reply:

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

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

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

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

Depending on the customer’s reply:

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

Step #3: Train your agent with AI

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

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

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

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

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

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

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

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

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

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

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

Plivo’s real-time dashboard lets you:

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

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

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

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

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

Plivo is purpose-built for WhatsApp AI agent deployment

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

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

Automate outcomes with WhatsApp agent setup in Plivo

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

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

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

Ready to get started? Request a free trial today!

Jun 19, 2025
5 mins

The Definitive Guide to Automating WhatsApp for Business

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

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

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

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

This is where WhatsApp automation steps in.

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

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

What is WhatsApp automation?

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

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

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

With WhatsApp business automation, you can:

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

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

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

Key benefits of WhatsApp automation

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

Reduce manual workloads and response times

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

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

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

Result: Faster response times and more efficient workflows.

Increases the scalability of customer interactions

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

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

Enhances customer experience through personalization

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

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

End result: Higher customer satisfaction and increased loyalty.

Cost-effectiveness compared to manual processes

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

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

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

5  popular use cases of WhatsApp automation across industries

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

1. Customer support

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

Example messages:

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

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

2. E-commerce operations

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

Example messages:

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

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

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

3.Marketing and lead nurturing

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

Example messages:

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

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

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

4.Event management and invitations

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

5.Appointment scheduling and reminders

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

Example messages:

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

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

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

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

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

Step 1: Define your use cases and goals

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

Set clear, measurable goals like: 

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

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

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

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

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

Step 2: Choose the right WhatsApp business API provider

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

  • Robust CRM integrations
  • Audience segmentation
  • Flexible automation workflows

These capabilities simplify your communication and scale your efforts efficiently.

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

With smart tagging and grouping, you can:

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

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

Step 3: Set up your WhatsApp business account

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

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

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

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

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

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

Step 4: Create and submit message templates

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

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

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

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

Step 5: Build automation workflows

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

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

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

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

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

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

Step 6: Test, launch, and optimize

Start with a pilot campaign to ensure everything runs smoothly.

Track key metrics:

  • Response time
  • Open rate
  • Conversion rate

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

Best practices for WhatsApp automation 

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

Tips for optimizing messaging frequency and timing

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

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

Leverage data analytics for campaign performance 

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

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

Compliance and customer privacy protection

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

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

Enhance customer communication with Plivo’s AI WhatsApp automation

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

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

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

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

Here’s how Plivo can enhance your customer communication:

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

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

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

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

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Nov 11, 2020
5 mins

New Lookup API Provides Real-Time Phone Number Validation

Plivo’s Lookup API can determine number format, type, country, and carrier for any phone number worldwide.

Phone Numbers
Lookup API

Plivo’s new Lookup API can programmatically determine number format, type, country, and carrier for any phone number worldwide. With this detailed information about a phone number, you can assess risk, prevent fraud, block fake accounts, and increase acquisition — all without relying on customer input.

Compliance GIF

Lookup can provide several tiers of information depending on the level of detail you require: phone number country and format, phone number type, carrier, and network.

Pricing for Lookup starts at $0.004 per request. We also offer bundle packages, where customers can pay a monthly fee for a set number of API requests for a lower total cost than standalone requests:

 BasicProEnterprise
Price$150 / month$500 / month$1,000 / month
API requests50,000250,0001,000,000
Savings25%50%75%

Once a customer has completed the allocated number of API requests per plan, they pay $0.004 for each additional request.

With Lookup, you can minimize delivery errors by determining whether a phone number is valid before including the consumer in your contact list, ensuring clean data and reduced errors. Lookup can also help increase conversion rates, as it helps businesses segregate landline from mobile numbers, so they can pick the right channel for their messages and calls to ensure the best conversion rates.

Here’s a breakdown of the information that Lookup can retrieve about a phone number:

Phone number country and format

Phone numbers can be written in many formats, depending on the country. Determining the country a number belongs to and its local format helps improve your overall experience with customers. With Lookup, Plivo properly formats phone numbers for a given region automatically, with proper prefixes, ensuring that the numbers you select look familiar to locals.

Phone number type

With Lookup, you can better identify which kinds of communications users can accept, based on their number type. Not all number types accept all kinds of communications. For example, most landline numbers and many VoIP numbers don’t accept SMS messages. Lookup recognizes when an alternative delivery method may be needed to successfully send voice or messaging communications.

Carrier and network

Lookup helps businesses identify the carrier behind the phone number to learn which users are likely to be legitimate. For fraud detection and risk management purposes, you may want to know whether a number is valid, is reachable, and whether the carrier location matches other location information you have for the user so you can use the answers within your risk scoring process during registration.

To get started with the Lookup API, check out our documentation. If you’re interested in any of our monthly bundle packages, reach out to your account representative.

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

Nov 3, 2020
5 mins

New Phone Number Regulatory Compliance Application in the Plivo Console

Phone number compliance in the Plivo console makes number provisioning in regulated countries easy.

Phone Numbers

We’ve made number provisioning easier, so that customers in regulated countries can provide compliance requirements directly in the Plivo console. Users can also track their compliance status within the console, and stay informed on the progress of the compliance application in real time, without needing to check in via email.

Compliance GIF

When anyone provisions regulated phone numbers, they must following local requirements that differ by country or territory and may vary for citizens, foreign individuals, and businesses. To prevent spam and fraud, and to generally protect phone numbers as resources, telecom regulators want to know who’s answering voice calls or receiving messages.

You must provide the necessary regulatory information and supporting documentation for your numbers in regulated geographies. If you rent numbers in multiple countries, you’ll likely need separate documentation for each country. For some countries, requirements also differ by phone number type — national, local, mobile, or toll-free. And some countries also have proof of address requirements. Making sure you meet all the requirements can get complicated.

We aim to make the process easier by handling compliance through the Plivo console, so that your phone numbers are not at risk of getting revoked.

How do I get started?

The compliance process is now part of provisioning a phone number.

1) In the Plivo console, navigate to Phone Numbers and click Buy Number, or search for a phone number you’re already renting. When you click on a number you already have, or one of a list of available numbers, look for a Regulatory Information popup that displays the compliance requirements for the phone number. If there is no Regulatory Information section, then the phone number has no regulatory requirements.

Console image 1

2) Review the regulatory information required, then create a Compliance Application. Existing Compliance Applications are available in the drop-down menu, or you can create a new Compliance Application by clicking on Add New.

Console image 1

3) After you create a Compliance Application, add the relevant documents to it (such as a utility bill for proof of address) and save it for possible reuse, for when you create a Compliance Application for a new region or country. You’ll then return to the phone number rental flow, where you can map the newly created Compliance Application to the phone number.

Console image 1

At this stage the phone number status on the Compliance Application console page appears as In Review. Plivo will review the application, which can take up to two business days. Our team will check to make sure the information and documents you provided satisfy local regulators’ compliance guidelines.

Console image 1

You can view the approval status of any phone number on the console under Phone Numbers > Pending.

We offer more information in our documentation.

Phone number provisioning made easier

Countries are taking important steps to protect their citizens from fraud, spam, and general communications annoyance, but in doing so they’re complicating the process of adding business phone numbers. Plivo can help you navigate regulatory requirements for all of the countries where you rent phone numbers and get your numbers into compliance. With phone numbers available in 65 countries, Plivo offers a broad global reach. Please contact our stellar support team for any issues with the process.

Not using Plivo yet? Getting started takes just five minutes. Sign up today.

Oct 27, 2020
5 mins

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.

Company

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.

Oct 14, 2020
5 mins

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.

Sender ID

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.

Sender ID gif

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.

  1. Dynamic: This process does not require preregistration. Customers can instantly provision a sender ID in 109 countries.
  2. 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!

Oct 13, 2020
5 mins

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.

Carrier Network

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:

Sep 16, 2020
5 mins

Introducing New Plivo Support Plans

Our redesigned support plans ensure you get the help you need from Plivo, whenever you need it.

Support

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.

Sep 14, 2020
5 mins

Introducing MMS on Powerpack

Send and receive pictures, audio, video, and emojis from your applications across US and Canada. Get started for free now.

MMS API
Powerpack

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!

Sep 2, 2020
5 mins

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.

PHLO
SMS API
Voice API

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.

Aug 20, 2020
5 mins

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.

SMS API

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.

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