
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.
Introducing MMS Support on Toll-Free Numbers in the US and Canada
Twilio may be the best known name for SMS and voice API’s, but there are very strong alternatives that offer better quality, reach, pricing, and support.
You can now send and receive multimedia messages using Plivo on toll-free phone numbers in the US and Canada.
If you’re already utilizing toll-free numbers, this extended capability streamlines your customer service by letting you use the same number for all three channels: voice, SMS, and MMS. You can now offer a better, more consistent user experience for your customers. Toll-free numbers also provide a higher messaging throughput rate — resulting in increased delivery speed — and are cost-effective for businesses to provision and maintain.
We recommend adding multimedia messaging to your engagement strategy if you haven’t done so already. Multimedia messaging helps you create a unique, personalized, and consistent experience for customers. MMS messaging also boosts the total character count for messages from 160 to 1,600, giving you ample room to convey your message effectively. You can send an image, a slideshow of multiple images, animated GIFs, audio, and up to 40 seconds of video.
With Plivo, you can leverage:
- Message queuing: As a safeguard to keep you within carrier regulations and guidelines, Plivo automatically queues your concurrent outbound messages for delivery in the order they were received.
- Built-in multimedia storage: Plivo provides built-in unlimited multimedia storage for both inbound and outbound MMS messages, so you can find and reuse your multimedia easily.
- Support for a variety of formats: Send JPEGs, GIFs, emojis, audio (MP3), and video (MP4) for a rich multimedia experience.
How much does it cost?
Like all of Plivo’s pricing models, you pay only for what you use, and there’s no upfront commitment to get started.
How do I get started?
To buy an SMS- or MMS-enabled toll-free number, go to Phone Numbers in the Plivo console, then click on Buy Number. Tick Toll-Free as the number type, and check-mark SMS and/or MMS as the capability. Not every toll-free number is enabled for SMS or MMS messaging, but you can have Plivo enable yours.
Once you’ve acquired a toll-free number that can send and receive MMS messages, you can upload multimedia directly to our system and start sending messages instantly. We also take care of the media hosting, if you need that.
Want to learn more? Read our detailed use case guide for sending MMS messages for step-by-step information. Not using Plivo yet? Getting started takes just five minutes. Sign up today!
SMS and Voice API Features to Look for in a Twilio Alternative
Twilio may be the best-known name for SMS and voice APIs, but strong Twilio alternatives offer better quality, reach, pricing, and support.
By automating SMS and voice communication and integrating those communication channels with your applications, your business can more easily communicate with customers and meet their needs. But choosing the right communications API provider is critical to delivering the best experience for your customers.
While you may have started out with Twilio or another API provider to connect with your customers via SMS and voice, your first partner may not be the best long-term solution.
For many companies, Twilio’s communications APIs aren’t the right fit for three reasons:
- You notice inconsistent quality or deliverability in certain regions.
- You feel frustrated by lackluster customer support and ongoing technical issues that you can’t get resolved.
- Their pricing seemed great at the beginning, but costs have risen as your customer base has grown, and the expense doesn’t fit your ROI plan.
If your goal is to improve uptime and reliability, you need to diversify your provider mix so you don’t rely on one partner alone and expose your business to the risks of a single point of failure. To do that, figure out your use case, then evaluate new platforms.
Twilio alternative: primary provider or backup?
The first key question is whether to replace Twilio or add a second platform to provide high availability and more throughput.
Adding a backup provider to existing services ensures access to redundant infrastructure and diversifies your services in case one provider goes down.
Switching your primary provider away from Twilio might be the right move if your usage has grown and you’re finding your overall spend to be too high. But you don’t want to trade off cost savings for quality, so you need to find a new primary provider that has equivalent, if not better, delivery rates globally.
Whether you’re looking for a better price point, higher quality, wider reach, or infrastructure redundancy, it’s important to know what to look for when evaluating your new communications API provider.
Make sure your Twilio alternative has these essential features
Once you decide you need a Twilio alternative, either as your new primary provider or as a redundant provider for your failover strategy, you have to determine which cloud communications platform is the right partner for your business.
To evaluate each provider’s unique platform, network, and features, focus on these six key areas.
Key features and essentials
Look for a voice API with programmatic building blocks that let you implement call forwarding, call recording, multiparty conference calling, voicemail, customized audio alerts, voice survey functionality, interactive voice response (IVR), text to speech, call transcription, and call transfers.
On the SMS API side, your team should be able to quickly and painlessly set up automated account alerts and SMS notifications throughout the user journey, send and receive messages, enable SMS autoresponders, send text message reminders, and implement common workflows such as two-factor authentication.
Additionally, look for advanced SMS API functionality like Plivo’s Powerpack, which, on top of ensuring high deliverability and better open rates, gives you the ability to connect and engage with your customers using local phone numbers and eliminates the need to worry about compliance regulations across the globe.
Compare your options to make sure your next provider meets — or exceeds — the bar set by Twilio.
Regional deliverability
If your business operates in multiple regions or countries, you know that not all providers perform equally well in every region. SMS and voice API providers all highlight great global reach on paper, but their SMS delivery rates and call quality vary across countries and regions.
If you decide to use two providers in tandem, then no matter whether Twilio is your primary or your backup API, your new provider should solve for Twilio’s coverage and quality gaps so you can improve your reach and reliability.
On the voice API side, your provider should let you easily integrate voice calling into your web and mobile apps to create a fully integrated user experience. For example, when making outbound calls to the public switched telephone network (PSTN), your provider should allow for specific caller IDs (domestic or international) as per your business requirements. The provider should have direct relationships with Tier 1 local carriers to efficiently connect calls over the PSTN.
For SMS services, your provider should support not only high SMS deliverability to in-country carriers, but also global coverage for businesses that cater to customers around the world. It should support customized sender IDs outside of North America to improve open rates.
Infrastructure reliability
Reliable, redundant infrastructure is critical in ensuring your messages and calls reach your customers every time.
Your API provider should offer at least 99.99% uptime. You can find Plivo’s 90-day uptime rate through our real-time and historical service status page.
Check to make sure that your communications API provider invests in its infrastructure to consistently deliver high quality globally. A strong provider should have:
- Globally distributed points of presence (PoP) across the regions where you do business
- Geographically distributed and monitored network operations centers (NOC) for 24/7 support
- Latency-free connectivity of less than 150 milliseconds to carriers and end phones
- Optimized routing and uptime through an intelligent routing system that routes based on quality
These infrastructure features ensure a robust, fault-tolerant, and reliable platform to support your communications needs.
Compliance and security measures
According to the 2019 CGS Customer Service Security and Compliance Survey, 69% of US consumers would not return to a business that exposed sensitive user information. Your new SMS Verification and voice API provider must implement the compliance and security measures necessary to keep customer information safe.
Your new provider should guarantee GDPR and CCPA compliance and adhere to any other compliance standards your business requires. Additionally, your provider should support features like smart queuing that give you automatic compliance with local carrier requirements. To ensure access security, the provider should support two-factor authentication. These features ensure you meet data protection requirements when personal consumer data is transferred between regions.
In addition to these features, a modern communications API provider should guarantee:
- On-premises security for their networks
- Application security through at-rest and in-transit encryption
- PCI-compliant payment security
- Role-based access control
- Authentication for accessing recordings
- Regular third-party penetration testing
By working with an SMS and voice API provider that provides these features, you ensure your company keeps customers happy and their data secure.
Easy migration
You need APIs that are easy to customize and implement to streamline migration from Twilio to your new provider.
Your Twilio alternative SMS and voice API provider should make it painless to add communications services to your existing setup. That’s why Plivo offers:
- Familiar REST APIs and XML code
- Extensive reference documentation and how-to guides
- SDKs for browser and mobile apps to integrate native voice calling
- Call Insights and debug logs for easier troubleshooting
- The PHLO low-code visual workflow builder
These features make it easy for your team to understand, customize, and troubleshoot applications.
Pricing flexibility
Pricing is one of the major pain points for Twilio customers. As companies scale their usage, they often find that Twilio becomes cost-prohibitive.
Relative to Twilio, Plivo saves customers 40% on outbound SMS, provides free inbound SMS, and offers 20% cost savings on calls to toll-free and local phone numbers. Additionally, Plivo offers lower outbound and inbound SMS rates and lower phone number rental fees.
Better pay-as-you-go pricing and volume discounts as you scale help you lower your TCO. Contact our team to explore pricing scenarios for your business.
Choose the Twilio alternative that best fits your business needs
When choosing an API provider, you should evaluate every facet of their offering to ensure that it meets your needs. Thousands of innovative businesses rely on Plivo for SMS API and voice API services. Every day, companies on our platform experience the benefit of our globally distributed, direct-to-carrier network with high SMS delivery and low call latency.
Our proven quality and scale, enterprise-grade platform, uptime of 99.99%, 24/7 customer support, and low cost of ownership make offering reliable SMS and voice services easy.
Ask Your API Provider About Their Carrier Network
Voice quality and delivery rates for SMS API and voice API providers hinge on the quality of their underlying carrier networks. Find out what you need to know.
Working with an API provider to integrate voice and SMS communications functionality into apps and websites can help companies seamlessly connect with customers. However, not all communications platforms that offer API integrations provide the same capabilities.
After looking at platform features, pricing, API documentation, and the user experience, companies need to dig deeper to assess the quality of an API provider’s carrier network. Why? Because the carrier network is one of the factors that most affects voice quality and message deliverability.
At first glance, having connections within a large number of markets globally might make the provider appear to have a strong carrier network. However, carrier connections are not a commodity. Carriers have varying levels of coverage, reliability, quality, and service, and not all platforms have the infrastructure and technology to deliver a consistently high quality of service.
That’s why businesses should look at the components behind a carrier network, including:
- The quality of the underlying carriers
- How the underlying carrier relationships are established
- The network infrastructure of the communications platform
- The technology layer of the communications platform
To understand whether potential API partners have the right components in place to deliver consistent quality, businesses need to ask these five questions:
1. Do you work directly with local in-country carriers or via larger global carriers?
API providers that work directly with local in-country carriers can minimize multiple hops. Plus, they can directly assess the quality of each carrier and build relationships with them so they can quickly troubleshoot issues. In contrast, using only larger global carriers could put the communications platform several degrees away from the end network operator, which can increase call latency and make it difficult to get the root cause of network and call quality issues.
2. How do you assess and monitor the quality of the carriers you work with?
Having direct connections to local carriers can make it easier to assess and monitor quality thanks to the first-degree nature of the partnerships. Still, businesses need to make sure that their API providers have mechanisms in place to assess and monitor quality on an ongoing basis. For example, an API provider can use in-country physical test nodes to assess communications quality via these carriers. These physical devices simulate end users to test call and SMS quality in real time, so API providers can quickly spot issues and resolve them.
3. Do you have built-in redundancy in terms of multiple carrier connections and load balancing?
Even with quality carrier connections, outages can still occur, so businesses should look for API providers that have built-in redundancy by partnering with multiple carriers in each market where available. A strong communications platform should also have the technology to automatically load balance and switch carriers entirely if need be, due to carrier failures or an overload of traffic.
4. How does your underlying infrastructure and technology support connections to high-quality carriers?
An API provider should have dedicated PoPs in strategic locations to minimize hops, rather than relying on inefficient routes that can create lag time during calls. For example, suppose a provider uses a PoP in Hong Kong to connect all traffic in the Asia-Pacific region. In that case, a user making a domestic call within Australia would get routed through Hong Kong, and that extra distance would add noticeable latency.
Companies should also assess whether API providers have the infrastructure and technology to support carrier connectivity. Some providers use route blending, which blends high-quality local carriers with cheaper aggregators that use lower-quality routes, which can lead to inconsistent call quality. Look for an API provider that has an automated quality-based routing engine, which prioritizes the best available routes instead of trying to cut corners to save money.
5. How do you detect and resolve issues in your network?
Finding out whether an API provider has direct connections to carriers provides a clue into whether they can quickly detect and resolve issues, but companies should further question how an API provider identifies issues and how they surface the data to you so you can monitor the overall health of your voice calls.
A platform’s technology needs to be capable of analyzing network activity to spot issues and adjust in real time. Suppose a call lasts five seconds and then gets placed again; that could indicate poor call quality, as the participants had to reconnect after the first attempt. An API provider’s routing engine should be able to identify these types of issues and automatically adjust call routes.
Having a carrier operations team in place is also crucial. Such teams can help in instances where the technology cannot identify the issue, and strategize solutions directly with carriers.
Find an API provider that prioritizes quality
By asking these questions about carrier networks, technology, and infrastructure, you can find an API provider that consistently facilitates quality connections so that you and your customers can communicate with ease.
Plivo’s commitment to carrier quality makes it the best Twilio alternative. With seven strategically placed PoPs across five continents, latency-free connectivity, consistent deliverability, and optimized routing across our global carrier network, we’ve supported companies in every industry as they integrate communications capabilities into their web and mobile applications.
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.”
Announcing Geo Permissions for Zentrunk Outbound
Zentrunk users can now restrict the countries to which they can place calls globally. Configure country-specific rules for outbound trunks and set an account-level default from the Plivo console, and block calls to high-risk destinations.
Plivo now supports geo permissions for outbound calls on Zentrunk, Plivo’s cloud-based SIP trunking product. Geo permissions helps users prevent toll fraud attacks.
Toll fraud is a situation where fraudsters take control of a customer’s VoIP infrastructure and make calls to expensive destinations. An affected customer may experience a sudden surge in their call usage and expenses towards uncommon destinations.
With geo permissions enabled for your account, you can adopt proactive measures to prevent toll fraud.
Zentrunk geo permissions
Zentrunk users can now restrict the countries to which you can place calls globally. Configure country-specific rules for outbound trunks and set an account-level default by visiting Zentrunk > Geo Permissions on the Plivo console. See our documentation for complete info.

Enable calls to specific countries
You can enable and disable calling to selected destinations by choosing specific countries to which you expect to make outbound calls. You can configure these separately for different trunks. Zentrunk will allow calls to selected countries and block calls to all other destinations.
Block calls to high-risk destinations
Plivo periodically analyzes call patterns and rates of networks worldwide and identifies high-risk destinations susceptible to toll fraud. These high-risk phone networks are unlikely to be used by end consumers for regular use cases. You can enable high-risk destination blocking to ensure that calls made to these destinations are blocked.

To prevent losses from potential toll fraud, we recommend that you configure geo permissions to enable calls to only those countries that you or your customers expect to make calls, and enable blocking of high-risk network groups.
Zentrunk geo permissions is available at no additional cost.
Not using Plivo yet? Getting started takes just five minutes. Sign-up and get started today.
Why You Should Migrate Your SMS Services to a Twilio Alternative
Explore an SMS API alternative to Twilio that offers global reach, reliability, easy migration, great customer engagement, and lower TCO.
Studies show that more customers prefer to get transactional communications from businesses by SMS than over any other channel. That’s why it’s critical that you have an SMS API provider that offers you not only high deliverability at global scale, but also the best pricing, feature set, and support. Is it time for you to reassess your SMS API provider?
Two options you should consider: Adding a redundant SMS API provider to ensure higher availability and uptime, or switching over completely to a Twilio alternative. Unsure which is the right decision for your situation? Consider these factors, all of which drive companies to seek out a different partner:
- Improved deliverability
- Ease of migration
- Proactive service engagement
- Lower cost of ownership
Let’s take a closer look at each factor and see why a Twilio alternative like Plivo might be the upgrade your company needs.
Improved deliverability
A provider is only as good as their carrier relationships, and if the provider doesn’t work with carriers in regions key to your business, or hasn’t invested in network redundancies to protect service in those areas, you’ll want to explore secondary providers for those regions.
Plivo has direct relationships with local carriers globally. We connect customers to more than 1,600 carrier networks across 190+ countries. This robust carrier network ensures you can send messages anywhere in the world without worrying about coverage or deliverability.
By investing in the best infrastructure and global connections, Plivo offers its customers:
- High SMS deliverability by avoiding aggregators and resellers and connecting directly to carriers.
- Multiple local in-country carriers for the best connections possible without a single point of failure.
- High carrier quality thanks to a detailed evaluation process that ensures carriers meet or exceed benchmarks for highest deliverability.
- No route blending to ensure a high quality of service that isn’t compromised by low-quality network routes.
- Scalability via a distributed routing strategy and multivendor interoperability.
- Instant phone number provisioning thanks to a bank of ready-to-use mobile, local, and toll-free numbers.
Ease of migration
Twilio offers a solid SMS API platform, but on third-party review sites, Twilio customers report continuing issues using the platform’s billing and payment system, searching and viewing transactional logs, and sorting large amounts of SMS data through the web interface.
By contrast, Plivo’s user interface and API are consistently recognized as being some of the best on the market — and excellent documentation makes it easy for businesses to migrate to Plivo. In the words of one developer{ :target=”_blank” rel=”nofollow” }, “The API is one of the best documented I’ve ever read.”
Along with its easy-to-use API, Plivo also offers built-in visual templates that make it easy to create, customize, and implement complex workflows.
If you’re not ready to migrate entirely from Twilio, consider adding Plivo as a redundant API integration to mitigate risk of downtime or service failures in any region of the world. Because Plivo offers full feature parity with Twilio, you’ll keep the functionality you need with a more economical price point and better customer service. When you’re ready to migrate away, Plivo’s familiar API constructs let you implement SMS functionality quickly with a low learning curve.
Proactive service engagement
You turn to your provider’s customer service team for timely support when you have questions about your SMS services or need help troubleshooting feature integration. Your provider’s support team should also offer solution engineering during onboarding to ensure you have all the information you need for your use case. If customer support isn’t available or lacks expertise, you may experience prolonged issues, frustrating your customers and jeopardizing revenue.
With Plivo, companies can access timely and highly rated customer support.
Not only will a quality SMS provider help you navigate technical issues, but they’ll advise you on how to build a program that best fits your business use case. Or, as one customer said of Plivo, “What makes a company stand apart is the after sales/customer engagement […] Kudos to the team.”
Plivo is known for really listening to its customers, and we pride ourselves on offering clients hands-on customer engagement, whether you’re adding services to augment your Twilio program or are switching over entirely. Customers laud us for our accessible, consultative solution advice not only as they’re getting started but also as they grow and scale.
Cost of ownership
Look for a Twilio alternative that offers competitive pricing to maintain your total cost of ownership (TCO) or lower it, while still guaranteeing full feature parity.
When you’re choosing an alternative provider for your failover strategy or looking to switch your primary SMS API, you’ll want to focus on reach and reliability first and foremost. But better SMS rates overall make a migration choice a lot easier.
Plivo promises customers best-in-class functionality and global coverage with lower cost of ownership.
Plivo offers better pricing than Twilio in all categories:
- We promise lower phone number pricing than Twilio, saving customers as much as 20% for local and toll-free number types.
- We offer better standard SMS pricing across all message types, including outbound and inbound local numbers and short codes, plus free inbound SMS messaging.
- We charge less for inbound and outbound MMS messages, saving customers 20% per MMS message.
That means that if you’re sending, for example, 1 million messages via short codes to customers in the US, your company would save approximately 40% by switching to Plivo. International pricing varies, but international businesses enjoy similar savings when they make the change.
Don’t wait: Explore our Twilio alternative today
Customers love Plivo because they get the quality and features they’re used to with Twilio’s SMS API, but with better pricing, more attentive service, and, according to many of our users, better documentation and ease of use.
Thousands of innovative companies rely on Plivo’s global, enterprise-grade SMS API. Sign up for free today, or talk to one of our communications experts to learn more about how Plivo can support your business.

5 Reasons to Migrate Your Voice API to a Twilio Alternative
Tips for assessing the best Twilio alternative for your voice API platform.
A quality voice API enables you to easily build and integrate customer engagement flows without dealing with the complexity of telecommunications. Maybe you used an API provider like Twilio to help you get started, but now you realize your needs have changed. You still expect best-in-class call quality, but you want better customer service, more global coverage, or a lower total cost of ownership (TCO).
If this sounds familiar, you have two options:
- Add a Twilio alternative as a failover strategy to bolster your voice communication integration.
- Replace Twilio with a new voice API service provider that offers full feature parity.
Either way, you need to know what to look for. Here are five things to assess when deciding whether it’s time to add or switch providers.
Call quality
Twilio’s infrastructure is reliable but it’s not perfect. If your customer base is global, you can’t risk spotty coverage in any region where you do business.
The ideal Twilio alternative has direct relationships with Tier 1 carriers around the world and has invested in its network infrastructure so that it can offer high-quality voice calls that don’t drop audio or have annoying lags and delays.
If you’ve noticed poor call quality with your existing voice service or have been inconvenienced by outages, consider switching voice API providers or adding a second company as a failover option.
By using Plivo as a redundant API provider, you get access to our premium global carrier network with seven regional points of presence (PoP), which gives you high call quality while mitigating the risk of a Twilio service failure. Plivo offers better voice quality than Twilio in some geographies.
Ease of use
Twilio may have been the first to market with a developer-friendly voice API platform, but it’s not the only competitive option around. Other providers offer better service and easier-to-use platforms.
Twilio customers report that the company’s API can be complex to navigate and hard to learn, while Plivo customers laud its extensive API documentation. Or, as one customer put it, “API documentation and ease of use have been my strongest ‘likes’ of Plivo.”
If you’re thinking of switching to a new primary provider or adding on a failover solution, Plivo’s Voice API offers guaranteed ease of use, so you spend less time coding and more time delivering on customers’ needs.
Feature parity
Twilio offers a robust set of features, and you shouldn’t have to sacrifice the capabilities you need to get better coverage or a better price point. Luckily, you don’t have to, as long as you choose a quality Twilio alternative.
Customers who add redundancy with or migrate to Plivo can use all features they’re accustomed to getting from Twilio, such as voice transcription, call transfer, call queuing, call whisper, and call hunting and documentation to support a variety of use cases, including:
- Two-factor authentication
- Voice notification
- Phone verification
- Phone system IVR
- Voice surveys
- Click to call
- Call forwarding
- Call tracking
- Number masking
Plivo’s best-in-class feature set ensures that you don’t have to compromise on functionality. Instead, you can enjoy the same capabilities at a better price with more reliability.
Better pricing
If you’ve scaled your voice service and found that differences in voice rates have started to add up, it might be time to switch.
But before you commit to migration, don’t look at just the price. A good Twilio alternative will balance per-minute and per-number rates with quality-based routing alongside high voice call quality thanks to its direct relationships with voice carriers in each geographic area. Evaluate each provider’s available volume discounts to see which offers the best savings for your business.
For instance, you can see in this price breakdown that Plivo offers consistently lower price points than Twilio.
Plivo customers can save as much as 50% on the cost of similar programs relative to Twilio. Plivo’s low customer acquisition costs and direct relationships with underlying carriers let us pass our savings on to our customers.
World-class customer support
If you’re frustrated with Twilio’s customer service wait times, you’re not alone.
Find a voice service provider who offers 24/7 customer support with a fast turnaround so you’re not waiting hours — or days — to get answers. Also, find out if the API provider you’re considering as a Twilio alternative has experience helping companies implement the use cases you need most, so they can guide your migration and implementation and quickly troubleshoot any issues that arise.
Plivo customers often report that the company’s support team isn’t just quick to respond, but also friendly and dedicated to finding collaborative solutions for each of their clients’ use cases.
Want better voice quality? Plivo delivers
Every month, Plivo handles more than 1 billion API requests on our premium carrier network. We promise high-quality service and low-latency voice calls across more than 190 countries.
Plivo has helped thousands of innovative companies worldwide create cutting-edge customer experiences and streamline their operations with voice services. Leveraging our Voice API platform, businesses can easily make calls to all regions and buy virtual phone numbers in 65 of them.
And the strengths of Plivo voice service extend beyond our best-in-class coverage. Companies like IBM, Intel, and PagerDuty turn to us because our simple API allows their developers to work smarter and faster.
With our voice API, you can quickly reduce response times to customer inquiries, make your team more productive by reducing call center volumes, and easily manage voice notifications, appointment reminders, and service updates.
To get started, sign up for free or talk to a Plivo migration expert today.
SMS Pricing Comparison: Plivo vs. Twilio
An in-depth analysis of Twilio’s SMS API pricing vs. that of Plivo, the leading Twilio alternative.
SMS is one of the most widely used forms of communications around the world, and one of the most efficient, thanks to instant delivery and open rates of up to 98%. The demand for enterprise application-to-person (A2P) messaging is growing, driven by several factors, including smartphone availability, a mobile-first mentality, and demand for real-time and personalized communications.
In the US alone, businesses send billions of SMS messages daily to their customers to communicate everything from delivery statuses to order notifications to security alerts to two-factor authentication notices.
SMS and MMS messages let you communicate directly with current and potential customers. Two critical factors determine the business impact of your SMS programs: delivery reliability and cost.
In this post, we focus on the second factor. Plivo stacks up as the best Twilio alternative across three pricing categories:
- Phone number rates
- SMS rates
- MMS rates
Compare Twilio Vs Plivo phone number pricing
Phone number rates are the starting point of your pricing plan. While the cost of leasing one or more numbers from your provider doesn’t have the largest impact on your budget, the price will influence your overall return on investment (ROI).
Plivo’s phone number pricing is competitive across the board, saving customers as much as 50% compared to Twilio when it comes to toll-free and short code numbers.
Competitive SMS rates support mobile communications
Now let’s look at per-message rates. You need a cost-effective framework that provides competitive SMS rates at any volume.
Below, we’ll break down what goes into Plivo’s and Twilio’s standard and carrier-set fees and outline the difference those price points make with a real-world campaign example.
Standard text message pricing : Plivo Vs Twilio
Message for message, Plivo’s pricing saves customers 33% on message send via local outbound numbers, 23% on toll-free numbers, and 40% on short codes. Even better: Local inbound messages are free with Plivo (vs. $0.0075 for Twilio).
How much of a difference can those savings make? If you were to plan a campaign of 1 million outbound short code messages, as outlined in the graphic above, that 40% rate difference would translate to $3,000 saved in standard text message fees.
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Carrier passthrough fees
Rates may be the main cost of sending messages, but carrier passthrough fees also apply. Passthrough fees for outbound messages vary depending on the carrier network used to deliver the messages. Your SMS verification API partner adds these fees to the per-message rate.
Think of this like a sales tax — every provider charges the fee based on what each carrier charges them. For example, Verizon charges $0.0025 per SMS message for local and short code numbers, and US Cellular charges $0.0035 for outbound messages from short code numbers and $0.005 for outbound messages from local numbers.
When planning your budget for SMS campaigns, a good rule of thumb to estimate the fee you’ll be charged is to multiply your monthly message volume by each network carrier’s market share ratio. For a campaign of 1 million outbound short code messages, for instance, Verizon would charge around $730 in carrier passthrough fees and US Cellular would charge about $42, based on Q3 2019 market shares.
When we take a look at how standard SMS fees combined with carrier passthrough fees add up across a month-long campaign of 1 million short code messages, it’s easy to see which provider is more affordable. By using Plivo for those messages to US customers, you’d save close to 35% compared to the cost of the same program with Twilio.
The difference is clear: Plivo has better SMS pricing across the board.
Having said all this, we would be remiss if we didn’t note that cost isn’t everything; reliability and deliverability count for a lot. Plivo uses a quality-based routing (QBR) system to ensure you get the best deliverability possible for each dollar you spend.
And Plivo offers inbound and outbound toll-free SMS services, which Twilio does not support.
MMS Pricing comparison: Plivo Vs Twilio
MMS gives businesses more engaging impact for their messaging by using rich-media formats like images, video, and audio.
Because more data is required to deliver the extra media, MMS pricing differs from SMS costs.
Plivo offers more economical price points for both inbound and outbound local MMS pricing.
General MMS pricing : Plivo Vs Twilio
Like SMS pricing, your MMS pricing rate is set by your SMS API on a per-unit basis.
While per-message rates go down as volume goes up, subtle differences in Twilio’s per-MMS-message pricing can lead to a significant difference in total cost between it and competitors. On average, Plivo customers save 20% on outbound and inbound MMS message costs.
When scaled up to that same campaign of 1 million messages we used for SMS pricing, these price points make a big difference.
As is the case with SMS messages, API providers pass along carrier-set fees for MMS messages. These are equal between Plivo and Twilio.
Picking the best Twilio alternative
The numbers are clear, and thousands of innovative companies know Plivo is the best Twilio alternative because of our combination of quality, reach, and affordability.

If you’re ready to get better mileage out of your SMS budget, download our full pricing guide for all 190+ countries in our network.

SMS Service Provider: How to Choose the Right One (2024)
Looking for a reliable SMS provider? Discover how to choose the best SMS provider in 2024 and evaluate their performance here.
As a business leader, you know that one of the best ways to reach your customers is via text messaging. But you also know that finding an SMS provider and API that can reliably and cost-effectively reach your customer base across multiple geographies is difficult.
It may be time to find an additional or new SMS provider if
- you need better professional technical support and troubleshooting resources
- you need reliable global SMS coverage
- you need reliable network coverage and higher uptime
- you need robust, direct integration with third-party plugins
- you want to pay only for what you use.
Whether you’re looking for a backup provider to Twilio, planning on switching your primary provider to an SMS API with more features, or wanting to ensure that your messages make it to all your customers in every geography, it’s important to know how to evaluate each product as you shop around.
Steps to Choose the Right SMS Service Provider
The “right” SMS service provider means something different for every business. However, there are some key features to look for as you weigh your options. Evaluate features like coverage, integration ease, security, scalability, cost, and analytics to find the right fit. By prioritizing your needs and comparing providers, you can find the perfect partner to deliver your SMS marketing messages reliably.
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1. Look for an SMS provider with the essentials
At the end of the day, the most important thing an SMS API provider must do is ensure that your messages reach your customers. A suite of cutting-edge features is appealing, but there are a few key bases your provider must cover first.
Look for these five essential features in your SMS API provider:
- Character support across multiple languages with built-in, network-standard GSM and Unicode characters and emojis ensures that messages display as you’ve intended — whether you’re reaching customers in China, the United States, or Yemen.
- Multiple sender ID support allows you to use long codes, toll-free numbers, short codes, and alphanumeric sender IDs. Your provider should help you figure out which format is right for your business case.
- Long message concatenation prevents long texts from arriving at receivers in multiple parts by automatically concatenating them.
- Delivery report notifications allow you to track real-time delivery data from your messages and measure the performance of each SMS campaign you send.
- Message queuing reduces the amount of work you have to do per SMS campaign and lets you send multiple messages in a single API request. Your provider should ensure that you follow the throughput recommendations of your downstream carrier.
If you find an SMS provider that offers these five features, you’re well on your way to ensuring that messages reach customers as intended.
2. Check that your SMS API provider meets compliance standards
69% of consumers think that companies are vulnerable to cyberattacks, and only 25% think that companies handle sensitive data well. Your SMS provider must be able to help you keep customer information secure.
Local carrier rules change by location. You need an SMS provider that helps ensure you’re in compliance. The SMS API provider should also offer
- Purging and protection of sensitive data. Your provider shouldn’t store message details that contain sensitive, identifiable customer information, including phone numbers.
- Smart rate limiting. Every country has regulations around SMS messaging. Your provider should help you understand and comply with each country’s per-number messaging frequency limits and throughput regulations.
- Automatic opt-out handling. SMS API providers should support simple, automatic opt-outs and auto-replies such as “stop” and “cancel” on long code messages.
These three compliance measures, combined with the expertise of your SMS API provider, help to ensure that your SMS communications meet relevant regulations and reach your customers without issue.
3. Ensure that the SMS provider delivers to all your geographies and channels
No matter where you and your customers are located, your SMS API provider should guarantee fast, global delivery with a quality-based routing engine that integrates with other features and selects the best delivery route based on historical performance data.
But that’s not all. Look for these other delivery features when assessing an SMS API provider:
- Free incoming SMS. This feature improves ROI and overhead by delivering SMS long codes at no cost to you.
- Intelligent message encoding. Your SMS provider should ensure delivery support for destination networks where Unicode isn’t supported with an intelligent message system that exchanges Unicode characters for similar GSM characters.
- Number pooling. Avoid sending rate delays and carrier flagging by spreading messages across a pool of numbers.
- Conversion API. Look for real-time feedback from your API to inform future campaigns and improve carrier routing.
- Geo permissions. Make sure you can easily control which geographies your messages can reach without having to code.
- Local match. Improve open rates and response rates with auto-selection of a local number based on the destination area code.
As your business grows, it’s important that your SMS messaging campaigns serve every geography your customers live in. By checking for these key delivery features you ensure accurate, cost-effective, and data-informed delivery every time.
4. Make sure your SMS API provider has the reliability you need to succeed
Your SMS provider should give you the peace of mind that comes from knowing your messages will reach your customers and that issues, should they arise, will be quickly resolved. This means extreme reliability (such as guaranteed uptimes of 99.95%) and a team that cares about you.
Make sure that your SMS provider can support you and your business with a
- Tier 1 carrier network. You need to know your messages will get to every one of your customers. By partnering with a Tier 1 carrier network, SMS providers can promise high deliverability.
- Redundant carrier network. Ensure messages reach your customers by choosing a vendor with a redundant carrier network. This means that if messages fail to be delivered, they’re automatically routed to the next best carrier.
- High availability and reliability. Uptimes of at least 99.95% should be guaranteed by a service-level agreement (SLA).
Spend your time reaping the benefits of a killer strategic SMS messaging campaign, not troubleshooting APIs or wondering whether messages made it to customers, by ensuring that your SMS API provider has these reliability features.
5. Look for low, flexible, and transparent pricing
SMS messaging should help you realize ROI, not eat up your budget. Make sure that you’re paying only for the features and data you use.
No matter where you’re looking to reach customers or how large your SMS messaging campaigns are, your SMS API provider should offer transparent pricing plans:
- Pay-as-you-go pricing. Pay only for what you use with usage-based pricing.
- Volume discounts. Your rate should get cheaper as your messaging volume increases.
- Committed-use discounts. Get a discount on your pricing if you switch from a pay-as-you-go model to a committed-use pricing package
6. Look for the ability to customize and integrate SMS provider features
Pricing isn’t the only thing that should be flexible to your needs. Your SMS provider should let you easily and quickly customize, scale, and integrate cutting-edge features that help you stand out from your competition and delight your customers.
- Sticky sender. Maintain a continuous thread of communication with customers when using a number pool by delivering messages from the same number or sender ID each time.
- Low-code development. Customize your code, and deploy quickly through visual, low-friction editors and reusable templates.
- Built-in multitenancy: Segment your customers based on use case, spend capacity, or risk profile to track performance and billing.
- Detailed debug logs. Streamline troubleshooting with informative debug and error logs.
- Extensive documentation. Integrate easily with the tools you use most, thanks to detailed documentation and sample code.
- Server-side software development kits (SDK). Ensure that your team can program in their language of choice, whether it’s Java, Python, Ruby, Node.js, or others.
- Serverless environment. Enjoy all the benefits of custom code without the headache of hosting it yourself.
Your SMS API provider shouldn’t paint you into a corner when it comes to functionality. Flexible features allow you to take what you love and trim the rest to build the best SMS messaging campaigns possible.
7. Make the most of your investment with premium support
Customer support may not rate highly on your wishlist for an SMS provider. But, if (and when) something goes wrong, you’ll be grateful you invested the time to investigate the customer service options available from your chosen vendor.
Reviewers on G2 can give you good feedback about the customer service of different SMS providers. For instance, Plivo is rated highly for its customer satisfaction and 24/7 premium support. Support teams can give you the right feedback to make sure you’re using all the platform’s features to their full potential. Plivo’s consultative approach to customer success ensures its users get technical guidance and industry expertise, maximizing the ROI of your investment.
8. Look for a vendor that takes compliance seriously
There are strict regulations governing SMS marketing, so it’s important to find an SMS service provider that takes compliance seriously. Look for a trusted service with a deep understanding of consent management and the necessary tools to ensure smooth legal compliance.
As a baseline, your provider should adhere to regional laws and industry standards, like GDPR in Europe and TCPA in the US. Plivo has achieved SOC 2 Type 2 and PCI DSS certification, HIPAA compliance, and ISO 27001:2022 certification. These certifications demonstrate a commitment to data security and compliance with privacy regulations. You should also look for features that streamline opt-in processes, effortless opt-out management, list cleaning tools, and robust data security measures.
How to find the SMS API provider that’s right for your business and your customers
You want to make sure that when it comes time to reach out to customers with SMS, development and integration are easy and messages reliably get where they need to go.
If you’re looking to add a backup vendor for failover situations, or if you’ve grown your business to new geographies that your current provider can’t reach, consider what your primary SMS API provider does well and where you need to supplement.
If you’re looking for a new primary SMS provider, it helps to develop a visual representation of how each company stacks up. That’s why we created our downloadable SMS API provider evaluation checklist [PDF]. Use this document to compare SMS provider offerings.
You want to give your customers the best experience. To do that, you need an SMS provider with the highest-quality support, features, and infrastructure, without breaking your budget. Plivo is the best Twilio alternative. With globally distributed PoPs, latency-free connectivity, high deliverability, and optimized routing, we’ve supported companies in every industry. Our SMS API and global delivery network have helped businesses such as GoDaddy, Deckers Brands, and Wix make a lasting impact, backed by free, 24/7 technical support and ease of integration and scaling — all with a 35% cost savings compared to Twilio. Sign up for a free trial today.

Unbundle Your VoIP Infrastructure to Save Money and Gain Control
Unbundle the components of your VoIP infrastructure - SIP trunking, PBX, hardware phones, softphonse - to save money and gain control.
We live in an era where customer choice is top of mind. B2C (business to consumer) companies have to address consumers’ expectations to choose exactly what they want, when they want. Similarly, B2B (business to business) companies need to adapt to the personalization trend and allow customers to choose specific products and services that fit specific price, performance, and geography considerations.
We see an unbundling trend in the communications industry, on both the B2C and B2B fronts. Consumers want to unbundle internet service from TV and phone service, leveraging a traditional telco like AT&T for phone (if they still have a landline), an internet service provider like Comcast for internet, and a streaming TV service like Netflix, Hulu, or Sling for programming.
Similarly, businesses are looking to unbundle their communications services. Business VoIP technology is particularly ripe for unbundling as more organizations transition to IP-based solutions and more service providers enter the market.
Understanding the VoIP infrastructure landscape
The VoIP landscape includes a mix of hardware and software components that provide products and services such as VoIP-enabled telephones, IP PBXs for transmitting and routing calls to VoIP-enabled phones, and SIP trunks to connect IP PBXs to phone networks. Some VoIP vendors package these components together for an all-in-one solution. For example, some vendors package proprietary telephone hardware with IP services, often for a premium. For some businesses that are new to VoIP or have limited resources, this type of turnkey, multipronged solution may be beneficial. For other companies, unbundled VoIP solutions offer greater flexibility and control over pricing, but could come at the cost of functionality.
As businesses consider unbundled VoIP services, they should understand the layers of the VoIP infrastructure, the market players at each layer, and the pros and cons of unbundling.
The layers of VoIP infrastructure
VoIP may involve several kinds of technology, such as:
- Hardware phones: For companies that want to use physical phones with their VoIP service, a number of companies, such as Grandstream, Polycom, and Yealink, offer VoIP-enabled phones. While these are hardware phones, they include built-in software that allows them to work with VoIP and offers features such as caller ID and conferencing.
- Software/soft phones: In contrast to hardware phones, some organizations leverage software-based virtual phones that let users make calls through their computers. Soft phones can provide more flexibility than investing in hardware phones. They’re often bundled into a VoIP package by companies such 8x8 Inc., RingCentral, and Vonage.
- IP PBXs: VoIP users can leverage software-based private branch exchanges (PBX), known as IP PBXs, to transmit and route voice and data communications to VoIP-enabled phones. Providers such as 3CX, Asterisk, and FreePBX offer solutions that interface with other components of the VoIP infrastructure.
- SIP trunks: SIP trunks connect a IP PBX to the internet so you can make calls. Providers like Plivo, Twilio, and Voxbone offer SIP trunking solutions.
A savvy company could buy VoIP-enabled hardware phones to put on-premises, pair the phones with an open source IP PBX system, and plug in a SIP trunking service for a best-of-breed unbundled solution.
The bottom line is that a broad array of service providers address the VoIP landscape. No company owns a majority share of the market, so it’s worth shopping around to get the best mix to suit your needs.
UCaaS isn’t the be-all, end-all
Another alternative is unified communications as a service. UCaaS providers offer a cloud-based package of communication tools, typically with a white-labeled SIP trunking solution bundled as part of the service. While UCaaS can be advantageous for businesses looking to quickly transition from having a separate landline phone system, video conferencing system, and SMS system to one all-inclusive system, it generally lacks the level of customization offered by other options. Rather than being able to pick the specific technologies they need at the right price and right level of service, UCaaS customers may end up with a solution that falls short in certain areas or includes components they don’t need.
Moreover, there seems to be a dizzying array of UCaaS companies, with widely varied descriptions of UCaaS and terminology about optimal solution packages. First-time buyers (and even those pretty well-versed in the market) can be confused by the similar-sounding descriptions. Buyers should look past the nomenclature and assess the specific features and services offered by a UCaaS provider and compare them to unbundled options.
Unbundle your network
While UCaaS providers address a set of communications needs, it is possible for a business to plug a VoIP feature like SIP trunking from one provider into a UCaaS solution from another provider.
This growing trend, known as bring your own carrier (BYOC), allows businesses to use a VoIP provider’s platform to develop custom messaging and voice applications, for example, but also bring their own carriers for voice service and phone numbers. The benefits can be numerous.
Unbundling benefit #1 — cost savings
Some UCaaS vendors package VoIP solutions and charge a monthly subscription fee on a per-user basis. But not every business needs every feature within a VoIP provider’s package. Unbundling enables businesses to negotiate a lower rate by picking and choosing only the elements they use. Or, businesses might prefer a pay-as-you-go model to gain flexibility for scaling call volume up or down in certain regions or during different times of the year.
Unbundling benefit #2 — global reach
Another benefit of unbundling is global communications coverage. Not all carriers are equal when it comes to global reach and quality, so a business with multiple regional operations may seek a carrier that has points of presence (PoP) in the areas of the world where they do business to help ensure consistent call quality. By contrast, if your business is only in North America, you need not pay a premium for a carrier with PoPs on six continents.
Unbundling benefit #3 — redundancy
SIP trunking providers often work with multiple carriers and have redundant infrastructure so that if one area has an outage, calls can be routed through other infrastructure that’s still running. Unbundling allows organizations to choose SIP trunking providers that have a level of redundancy they’re comfortable with, rather than being locked into whatever a bundled solution offers.
Unbundling benefit #4 — call quality
Similar to the benefit of redundancy, businesses that unbundle can choose SIP trunking providers that work only with high-quality, Tier 1 carriers. Doing so helps ensure consistent calls connections and clear communications.
Some carriers offer least-cost routing (LCR), which means calls may be routed to whatever network provides the lowest rate for a particular time and location, regardless of connection quality. A focus on LCR often leads to less-than-ideal call quality and issues such as high jitter, one-way audio, dropped calls, high latency (connection delay), and lack of support for DTMF or CLI.
Unbundling benefit #5 — feature customization
In addition to cost savings and improved reach, unbundling can enable businesses to better customize their VoIP infrastructure with the technology , customer service, and compliance features that meet their business needs.
For example, a business that’s concerned about compliance can use a carrier that offers built-in features such as call recording or call logging for maintaining call records. Another business may want to use a carrier that has guaranteed DMFI support and CLI retention, and promised uptime.
Unbundling benefit #6 — VoIP hardware/software customization
Unbundling can also give businesses the ability to customize their hardware and software setups. Some VoIP providers offer all-in-one deals that include phones and other hardware, but businesses often want to bring their own hard or soft phones to save money or address unique business needs. For example, some businesses may prefer equipment that’s suited for conference calls, while others may prefer feature-rich desk phones.
Communicate with VoIP providers to understand your unbundling options
By taking advantage of unbundling, businesses can reduce costs and increase customization. Still, some businesses will benefit more from an all-in-one package, so it’s important to not assume that one approach is inherently better than the other.
Depending on your current telecom infrastructure, your in-house resources, and your business goals, you may be able to customize a package that fits your needs, or you may be able to negotiate an all-in-one deal that helps you come out ahead. Some UCaaS providers may be willing to unbundle certain services or reduce pricing by leaving off a few features that you don’t need.
As in the consumer telecom business, the power of choice in VoIP is increasingly shifting to buyers, and providers increasingly realize that they need to open up in order to thrive. If unbundling helps your business save money or gain control, take advantage of this opportunity to customize your VoIP infrastructure.
Originally published in slightly different form on GetVoIP.
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