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Featured

AI Voice Agents - The Complete Guide to Voice Chat (2025)

Nov 23, 2025
7 mins

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.

Source

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

Source

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 

Source

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

Source

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 

Source

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  

Source

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.

Source

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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Jun 19, 2025
5 mins

RCS Marketing 101: Your Complete Guide

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

SMS marketing works, but let’s be honest: it feels a bit outdated compared to modern apps.

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

Rich communication services (RCS) makes that possible.

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

What is RCS marketing? 

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

A user on Reddit summed up this perfectly:

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

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

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

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

RCS vs. SMS marketing: A quick comparison

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

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

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

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

4 key benefits of RCS marketing

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

Here are its four key benefits.

1. Improved user interaction

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

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

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

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

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

2. Consistent brand experience

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

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

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

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

3. In-depth analytics

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

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

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

4. Higher conversion potential

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

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

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

5 major use cases of RCS marketing

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

1. Product promotions

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

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

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

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

2. Abandoned cart reminders

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

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

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

3. Appointment confirmations and reminders

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

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

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

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

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

4. Customer surveys and feedback

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

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

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

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

5. Customer support follow-ups

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

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

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

RCS marketing myths and realities

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

Myth 1: RCS marketing is too expensive

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

But cost alone doesn’t tell the full story.

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

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

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

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

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

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

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

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

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

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

Why choose Plivo for your RCS marketing needs

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

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

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

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

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

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

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

Jun 19, 2025
5 mins

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

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

Your customers are on WhatsApp but are your agents?

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

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

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

What is a WhatsApp AI agent?

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

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

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

What you need before setting up your agent

To go live with a WhatsApp agent, you need:

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

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

Optional but recommended integrations:

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

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

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

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

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

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

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

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

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

The goal is to build a WhatsApp AI agent that:

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

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

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

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

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

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

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

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

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

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

Depending on the customer’s reply:

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

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

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

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

Depending on the customer’s reply:

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

Step #3: Train your agent with AI

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

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

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

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

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

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

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

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

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

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

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

Plivo’s real-time dashboard lets you:

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

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

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

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

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

Plivo is purpose-built for WhatsApp AI agent deployment

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

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

Automate outcomes with WhatsApp agent setup in Plivo

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

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

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

Ready to get started? Request a free trial today!

Jun 19, 2025
5 mins

The Definitive Guide to Automating WhatsApp for Business

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

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

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

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

This is where WhatsApp automation steps in.

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

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

What is WhatsApp automation?

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

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

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

With WhatsApp business automation, you can:

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

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

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

Key benefits of WhatsApp automation

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

Reduce manual workloads and response times

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

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

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

Result: Faster response times and more efficient workflows.

Increases the scalability of customer interactions

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

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

Enhances customer experience through personalization

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

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

End result: Higher customer satisfaction and increased loyalty.

Cost-effectiveness compared to manual processes

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

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

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

5  popular use cases of WhatsApp automation across industries

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

1. Customer support

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

Example messages:

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

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

2. E-commerce operations

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

Example messages:

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

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

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

3.Marketing and lead nurturing

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

Example messages:

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

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

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

4.Event management and invitations

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

5.Appointment scheduling and reminders

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

Example messages:

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

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

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

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

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

Step 1: Define your use cases and goals

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

Set clear, measurable goals like: 

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

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

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

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

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

Step 2: Choose the right WhatsApp business API provider

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

  • Robust CRM integrations
  • Audience segmentation
  • Flexible automation workflows

These capabilities simplify your communication and scale your efforts efficiently.

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

With smart tagging and grouping, you can:

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

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

Step 3: Set up your WhatsApp business account

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

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

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

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

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

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

Step 4: Create and submit message templates

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

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

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

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

Step 5: Build automation workflows

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

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

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

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

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

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

Step 6: Test, launch, and optimize

Start with a pilot campaign to ensure everything runs smoothly.

Track key metrics:

  • Response time
  • Open rate
  • Conversion rate

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

Best practices for WhatsApp automation 

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

Tips for optimizing messaging frequency and timing

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

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

Leverage data analytics for campaign performance 

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

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

Compliance and customer privacy protection

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

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

Enhance customer communication with Plivo’s AI WhatsApp automation

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

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

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

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

Here’s how Plivo can enhance your customer communication:

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

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

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

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

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Mar 28, 2020
5 mins

How SIP Trunking Improves Video Conferencing as COVID-19 Makes Remote Work Necessary

SIP trunking helps Video Conferencing companies to offer an option to join conferences via a dial-in VoIP number. This is a guide to pick the right SIP Trunking partner.

SIP Trunking
Zentrunk

COVID-19 has pushed companies to work remotely, forcing them to ask themselves, How do we stay connected when we have to work apart?

One answer is to get the help of SIP trunking. A SIP trunk is like a virtual phone line, enabling you to connect voice calls over the internet to anyone with a phone, anywhere in the world.

As employers change their remote work policies to rely on video conferencing and VoIP-enabled calling, they need to make sure their SIP trunking partner provides the best call quality possible, since call quality is a big factor in whether remote workers can successfully work with their peers and clients throughout the world.

A quality SIP trunking provider helps you offer your customers inbound and outbound landline or mobile calling options no matter where they’re working. Your provider should do this by acting as your liaison to public telecommunications services and allowing you to do two key things:

  • Provision global dial-in phone numbers — Call participants should be able to join a conference by dialing a phone number specific to their region, no matter where the other members of the call are located.
  • Support dial out to any PSTN number — Call participants should be able to dial any public switched telephone network (PSTN) number and add the recipient of that call to a conference.

In the coming months, employees and companies will rely more and more on remote workers to get things done. Make sure that your company is ready to meet the demand and exceed expectations with the help of a SIP trunking provider that offers high call quality at a reasonable cost.

When to look for a new SIP trunking provider

Today’s video conferencing market gets increasingly competitive every day. Teams are more dispersed than ever, and organizations are looking for a product that allows them to easily and affordably connect with their employees and clients.

If your current SIP trunking service doesn’t match up to the quality of the rest of your product, it’s time for a switch.

There are three main reasons video conferencing service companies decide to switch SIP trunking providers:

  • They want better call quality. The switch to a new SIP trunking provider who uses quality-based routing (QBR) instead of least-cost routing (LCR) gives companies and their customers better call quality than a company’s existing provider. It’s easy to fall for the low price point of carriers who offer LCR, but that cost savings can come at the expense of call quality, customer support, reliable coverage, and other key features.
  • They plan to support inbound and outbound calling in new areas. A global SIP trunking provider extends inbound and outbound calling services to nearly anywhere in the world.
  • They need more support than their existing provider offers. A new SIP trunking provider gives companies the technical and strategic support they need to provide excellent service to customers.

You need top-notch support, sound quality, geographic coverage, and flexibility. The right SIP trunking provider will work with you to ensure you — and your customers — have the connections you need to succeed.

What makes an ideal SIP trunking provider

Make sure your SIP trunking provider offers exactly what you need and doesn’t make you pay for what you don’t. Consider eight key factors:

1. Call quality

Customers care most about the quality of their calls. Your SIP trunking provider should provide access to local numbers via Tier 1 carrier networks. Your provider’s connections should also use the G.711 codec to support the landline-like quality customers demand.

To ensure the highest possible call quality, Plivo’s Zentrunk SIP trunking service terminates calls through one-hop local carriers for a low post-dial delay (PDD) to minimize the time between when customers dial conference numbers and when they’re connected. We use intelligent QBR to ensure no calls are dropped and audio isn’t delayed.

2. Global reach

Look for a SIP trunking provider that has connections with carriers in the regions where you operate. Though you may only require narrow geographic coverage now, partnering with a provider that offers restricted coverage will make it more difficult to scale as your business expands.

Your SIP trunking provider should have at least three carrier connections in major areas and support local, national, and toll-free numbers. Zentrunk offers outbound call service to nearly every country in the world, and inbound call service with phone numbers in more than 70 countries and counting.

Additionally, we offer points of presence (PoP) in seven locations across five continents to ensure low latency. When you partner with Zentrunk, your service also includes caller line identity (CLI, a.k.a. caller ID) support to customize the appearance of incoming calls.

3. Service reliability

Even the most robust carrier networks fail at times, so your provider must have multiple carrier connections and redundant infrastructure.

To ensure high availability, Zentrunk serves video conferencing providers by working with at least three local carriers in all major regions to offer SIP trunking services and 99.95% uptime.

4. Flexible pricing

Pay-as-you-go pricing and low upfront setup costs allow you to change phone numbers, adjust services, and add volume and IP access control lists without inflating costs.

Zentrunk’s outbound calling starts at $.0065 per minute and inbound calling at $.0025 per minute. Additionally, quality SIP trunking providers like Zentrunk offer volume discounts that make it quick and cost-effective to scale.

5. Interoperability

Adding SIP trunking shouldn’t take an army of engineers and hours of troubleshooting.

Ensure your provider’s services work with your existing VoIP infrastructure. Companies that partner with Zentrunk enjoy interoperability with standard soft switches and IP PBXs, so you can seamlessly and immediately integrate PSTN connectivity without having to do a costly, time-consuming infrastructure overhaul.

6. Instant provisioning

The needs of your company will evolve over time, and you need a SIP trunking provider that can grow and change with you. Instant provisioning of phone numbers ensures unlimited global scalability and the fastest setup possible.

With Zentrunk, you can immediately scale to more than 70 countries by instantly provisioning direct inward dialing (DID) phone numbers from our inventory of more than 5 million numbers.

7. Responsive support

Your SIP trunking integration should be simple to implement and maintain. But in the event something does go wrong, you need to have adequate support from your provider.

Zentrunk offers customers 24/7 customer support to make integration easy, even if you’re layering our SIP trunking solution onto your existing PBX system. We’re there to answer your questions, support your business objectives, and ensure you get the most out of our services.

8. Infrastructure security

Your SIP trunking technology upgrade should make your IT landscape and customer service offerings more sophisticated, not more complex. You should be able to easily segment and manage traffic using separate trunks with unique SIP domains.

As a global, modern SIP trunking provider, Zentrunk offers a robust set of features, including:

  • Encrypted trunks with Transport Layer Security (TLS) and Secure Real-time Transport Protocol (SRTP).
  • Fraud protection and alerts to automatically detect and notify you of fraudulent activity.
  • A self-service portal to enable quick access and management of analytics, logs, and SIP trunks.
  • IP authentication so you can securely access your SIP trunks using IP or credentials.
  • Separated trunks to allow you to easily segment and manage each trunk with a unique SIP domain.

You’ve built your reputation on offering quality video conferencing services. Make sure your new SIP trunking provider measures up to your — and your customers’ — standards.

How Zentrunk helps you support customers when they need you

With Zentrunk, you have access to more than 1,600 carrier networks across the world and connectivity in more than 150 countries. Plus, our SLA-guaranteed uptimes of 99.95% help you avoid costly service issues.

If you’re looking to quickly add capabilities to your video conferencing services without causing a surge in costs, sign up for free and start testing Zentrunk or connect with an expert for a free consultation.

Mar 4, 2020
5 mins

Introducing MMS — Multimedia Messaging Across the US and Canada

Send and receive multimedia messages in the United States and Canada using our Messaging API through MMS-enabled Plivo numbers.

MMS API
SMS API

You can now send and receive MMS messages in the United States and Canada on all MMS-enabled Plivo long code phone numbers. With Plivo MMS, businesses now have a new channel to use to communicate with their customers, and the ability to create engaging visual experiences with pictures, audio, and video.

Our early MMS customers are using the new feature in several ways:

  • Marketing campaigns: To improve open rates for marketing campaigns using rich media such as pictures and videos.
  • Last-mile logistics: To identify personal information and shipping details using pictures and videos shared during delivery.
  • Collecting account information: To collect account-related information such as pictures and receipts using MMS.

Sending and receiving MMS messages

Sending and receiving MMS messages is like sending and receiving regular text messages on the Plivo platform. You can make a POST request to the message resource URL or an API request to specify the image link in the Media URL parameter.

Sending and Recieving MMS Messages

For more information, check out our API reference documentation.

Our MMS API includes many powerful features:

  • Multiple sender types
    Send and receive MMS using any number type (long code, toll-free, short code) across the US and Canada.
  • Variety of formats
    Support for pictures (JPEGs and GIFs), emojis, audio (MP3), and video (MP4) files.
  • Built-in multimedia storage
    Plivo provides built-in multimedia storage for both inbound and outbound MMS messaging so you can access and reuse media.
  • Intelligent picture resizing (coming soon)
    The MMS API intelligently resizes images to meet carrier guidelines and to ensure delivery across different carrier networks.
  • Automatic MMS converter (coming soon)
    Automatic conversion of multimedia messages into SMS messages when sending messages to MMS-incompatible phone numbers to ensure better deliverability.

With our server SDKs and ready-to-use code samples, it’s simple to incorporate sending MMS message in your applications.

MMS is available for the US and Canada on long code phone numbers, and US short codes and toll-free numbers are both on the roadmap. Pay-as-you-go pricing for the US starts at $0.016 to send and $0.008 to receive, with volume discounts on committed spend as you scale your usage.

Feb 18, 2020
5 mins

The New and Improved Plivo Console

Update to the Plivo console

Console

From our product design to our documentation, everything we do is designed to help you simplify your business communications, including the way you get set up, how rapidly you deploy, and how you manage day-to-day operations. That driving force applies to the Plivo console as well.

That’s why we’re launching an update to the Plivo console that includes changes to both the information architecture and UI. With this update:

  • All product applications appear in a left navigation menu
  • All components such as endpoints, call logs, alerts, and geo permissions nest within the left menu
  • Links to documentation and support pages and billing and account information is consolidated at the bottom of the panel

In addition, we’ve standardized the interface across our products, creating a unified system that gives users a more comfortable workspace that’s faster and easier to navigate.

  • Streamlined navigation panel: We’ve moved the navigation to a collapsible side-panel format. This new layout makes it easy to move between product workspaces and creates more room for working on your applications.
  • More intuitive billing and account sections: The new format cleans up the billing and account sections and creates two separate areas: one for all things related to finance, including payments and invoices, and one for all things related to account security, such as users, subaccounts, team, and user credentials.
  • Optimized view of application configuration: Now you can see at a glance all the details of your application configuration — phone numbers, all associated URLs for both voice and SMS, and SIP endpoints — without having to click through multiple layers to verify or modify the application configuration.
  • URLs for quick editing: We’ve taken a couple of steps out of item editing. Instead of going to an entity list (Applications, Endpoints, Phone Numbers) and scrolling through a list of items, now you can navigate directly to an entity URL and edit.
  • Easier UI for configuring phone numbers: We’ve eliminated multiple steps so that you can see the phone number configuration in the same panel where you see Your Numbers, and you can modify or attach a number to an application from the same screen.
  • Simpler phone number identity documentation: Some countries require address and identity documentation before you can use a specific phone number. We’ve added two new features in the console that simplify the documentation process. First, we’ll tell you upfront about whether the documentation is required. Second, when you buy the number, you’ll have the option to attach the documentation.
  • Product overview featuring analytics: We’re updating the analytics dashboard to give every product an overview page that will present a snapshot of product-specific analytics.

As always, we look forward to hearing your feedback about these changes.

Nov 12, 2019
5 mins

Announcing Powerpack for Improved SMS Delivery

Use Powerpack to improve your SMS delivery via number pools, sticky sender, smart queueing, and local connect, all at no additional cost.

Powerpack

Plivo makes it simple for businesses to send SMS text messages.  With a couple of lines of code, your application is ready to start sending messages to more than 190 countries. On average, our customers send out their first text message within 15 minutes of signing up.

The complexities of SMS messaging may surface once you start sending a high volume of messages. At that point you may face challenges such as managing country-specific restrictions, per-source-number SMS limits, and daily SMS volumes. You may have to write additional software logic to manage such complexities to ensure high SMS delivery rates.

To help our customers improve SMS delivery and go live faster for high-scale messaging use cases, we’re releasing Powerpack for SMS, a bundle of features that makes message communication at scale more effective and reliable. Powerpack ensures that your SMS messages get delivered at whatever scale you’re sending them, to any country.

How Powerpack helps

Powerpack provides several features that help high-volume messaging customers.

Number pools for easy scaling

With Powerpack, you construct a pool of source numbers optimal for your daily volume and peak send rate. Your messages are automatically distributed across this source number pool. All you have to do is specify the Powerpack’s unique identifier in the Send SMS API request.

You can add more numbers to your Powerpack number pool in seconds, right from your Plivo console. This lets you scale infinitely without having to make any code changes.

Sticky sender for a consistent experience

To ensure that your end users always receive messages from the same source number, Powerpack establishes a sticky mapping between the recipient’s number and the source number used from the Powerpack for the first text message to that recipient. This stickiness enables two-way conversations by keeping the conversation thread on the recipient’s handset intact.

Smart queuing for carrier compliance

Powerpack maintains an internal rate-limiting queue for every source number in the pool and sends messages to downstream carriers at a rate that’s compliant with industry-defined best practices. Source number-specific rate-limiting queues, in conjunction with Powerpack’s message distribution logic, ensure you meet your overall volume and throughput requirements while staying compliant with per-number limits.

Local connect for higher open rates

Powerpack prioritizes source numbers in the pool that are from the same geographic region as the destination number. The highest priority is given to numbers of the same area code, followed by those in the same state, then country.

For example, when sending an SMS to a San Francisco number that starts with area code 415, Powerpack will use a number in the pool that begins with +1-415. If no +1-415 numbers are found in the pool, Powerpack will use an available California state number to send the message.

The Powerpack management UI in the console allows you to provision number pools and all the other features with a few clicks.

Getting started with Powerpack

Getting started with Powerpack is easy. Log in to the Plivo console and click to Messaging > Powerpack. Follow the instructions on the console to create a new Powerpack.

To send messages with your newly created Powerpack, invoke Plivo’s Send SMS API with the powerpack_uuid request parameter set to the Powerpack’s UUID.

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import plivo

client = plivo.RestClient('<auth_id>','<auth_token>')
message_created = client.messages.create(
    powerpack_uuid='<powerpack_uuid>',
    dst='<destination_number>',
    text='Test Message'
)
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require 'rubygems'	
require 'plivo'	

include Plivo	

client = RestClient.new("<auth_id>","<auth_token>")
response = client.messages.create(	
  nil,	
  [destination_number],	
  'Test Message',	
  powerpack_uuid: '<powerpack_uuid>'	
)	
puts response
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let plivo = require('plivo');
let client = new plivo.Client('<auth_id>','<auth_token>');

client.messages.create({
  powerpackUUID:"<powerpack_uuid>",
  dst:'<destination_number>',
  text: 'Test Message',
},).then(function (message_created) {
  console.log(message_created)
})
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require 'vendor/autoload.php';	
use Plivo\RestClient;	

$client = new RestClient('<auth_id>', '<auth_token>');	
$message_created = $client->messages->create(
    [  
            "powerpack_uuid" => "<powerpack_uuid>",
            "dst" => "<destination_number>",
            "text"  =>"Hello, this is a sample text",
            "url"=>"https://<yourdomain>.com/sms_status/",
    ]
);
print_r($message_created);
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package com.plivo.api;

import com.plivo.api.models.message.Message;
import com.plivo.api.exceptions.PlivoRestException;
import java.io.IOException;
import java.util.Collections;

class Example {
  public static void main(String[] args) throws IOException, PlivoRestException {
    Plivo.init("<auth_id>", "<auth_token>");
    Message.creator("<powerpack_uuid>","<destination_number>"), "Test Message").create();
  }
}
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package main

import (
	"fmt"

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

func main() {
	client, err := plivo.NewClient("<auth_id>", "<auth_token>", &plivo.ClientOptions{})
	if err != nil {
		fmt.Print("Error", err.Error())
		return
	}
	client.Messages.Create(plivo.MessageCreateParams{
		PowerpackUUID: "<powerpack_uuid>",
		Dst:           "<destination_number>",
		Text:          "Test Message",
	})
}
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using System;	
using System.Collections.Generic;	
using Plivo;	

internal class Program	
{	
    public static void Main(string[] args)	
    {	
        var api = new PlivoApi("<auth_id>","<auth_token>");	
        var response = api.Message.Create(	
            powerpack_uuid:"<powerpack_uuid>",	
            dst:new List<String>{"<destination_number>"},	
            text:"Test Message"	
        );	
        Console.WriteLine(response);	
    }	
}	

Your message will be sent via one of the phone numbers in the Powerpack number pool.

For more information, visit our Powerpack documentation.

Pricing

Powerpack is enabled on your account at no extra cost. You pay only for actual text messages sent and received.

Upcoming enhancements

We’re actively working on additional Powerpack features. Some of the enhancements planned for the coming months include:

Alphanumeric sender IDs: Many countries allow using brand names and keywords as sender IDs. Soon, customers will have the option to configure Powerpack to use alphanumeric sender IDs for SMS messages to these countries.

Powerpack management APIs: We’re working on APIs to create new Powerpacks and manage number pools programmatically.

Content optimization features: We’re also working on features to better manage the content of your text messages based on country-specific support for characters sets and message length.

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

Nov 4, 2019
5 mins

Announcing Call Insights for Plivo’s Voice API Platform

Use Call Insights to get data about voice, SDK, and API calls.

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Voice call quality may be impacted by many factors, and troubleshooting voice call issues requires technical expertise. It can be a time-consuming task, given that voice calls from an API platform often involve multiple call legs and precise orchestration of the call flow with the help of REST APIs, XML, and API callbacks.

Plivo’s new Call Insights service provides detailed statistics, actionable insights, and powerful analytics for voice calls from the Plivo Voice API platform.

Call Debug UI

In this release, we’re introducing a new Call Debug UI with a host of features to help you troubleshoot call setup and call quality issues.

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Call state change timeline: The UI displays call initiation time, ring time, answer time, and end time information for every call, along with other basic details such as call type (VoIP or carrier), direction, and billing info.

Suspected issues and Plivo quality score: The panel shows a list of call quality issues suspected on the call, identified based on audio quality statistics collected for calls. Each call is also assigned a rating from zero (the worst) to five (the best) based on an analysis of audio quality metrics such as packet loss, jitter, and latency.

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Call relationships: Conversational use cases often involve two or more parties bridged together with a distinct call leg connecting each party to the call. This section lists all of the call legs that were ever connected with a given call, so you can visualize the overall call flow and isolate the source of call quality issues on calls involving multiple parties.

Call hangup cause and hangup source: Why a call hung up and who hung it up are important clues in debugging call issues. Our descriptions of call hangup reasons and hangup sources help you understand why a call was terminated.

Call origination and termination details: We display comprehensive information about the complete routing path taken by Client SDK and carriers calls.

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Client SDK calls now include the geographic location of the endpoint and rich metadata about the device used to place the call.

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Information about carrier calls includes the media server location of Plivo’s infrastructure and the partner carrier, along with location and end operator details based on the from and to numbers.

Audio quality stats: We measure audio quality via several metrics — network jitter, packet loss, audio level, and network latency (round trip time). High jitter on an audio stream can lead to distorted audio on the receiving end, and high network round trip time (RTT) can result in delayed audio reception. Audio quality stats, per stream and for every call leg, are helpful in isolating the root cause of audio quality issues.

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The information from Call Insights makes troubleshooting call issues easier and faster — and to make debugging issues using this data easier still, we’ve created a troubleshooting guide for common call issues as part of our documentation.

Proactive alerts on Plivo client SDKs

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Plivo client SDKs for web browsers, iOS, and Android can now monitor call quality and network conditions in real time and send alerts when quality is low. The SDKs emit events for an array of network conditions that might result in a subpar experience on an ongoing call. By altering the application experience based on these events, you can turn a bad situation around for end users.

Call Insights is in public beta. While in beta, Call Insights is available to all Plivo customers at no extra cost. After general availability, premium features will available at a modest cost.

Sep 30, 2019
5 mins

Push Notifications: An Energy-Efficient Way to Receive Incoming Calls Using Mobile Apps

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

IOS SDK
Android SDK

If you’ve made or received a phone call using a mobile app, such as WhatsApp, you’ve used Voice over Internet Protocol (VoIP). A mobile application enabled with VoIP lets you make and receive calls using mobile data instead of the device’s cellular network.

However, VoIP apps have to maintain a persistent connection with a server to receive incoming calls, which means constant communication between the app and the server in the background to keep the connection alive even when the app isn’t in use. Maintaining a persistent connection consumes battery power — but if you kill the app, it loses its connection to the server and cannot receive incoming calls.

Push notification is the solution

Using push notifications is a better way to handle incoming calls on your mobile app. With push notifications, smartphone users can receive an incoming call even when their phone is locked or an app isn’t running in the background.

Plivo mobile SDKs are built to provide a great VoIP experience in your mobile apps, and VoIP push support comes “out of the box.” Your voice-enabled app simply registers with Plivo to receive incoming calls and Plivo manages the rest.

Benefits of push notifications

Push notifications offer several benefits:

  • An app can wake up when VoIP push occurs, saving battery power.
  • VoIP push goes straight to the app for processing, improving efficiency.
  • VoIP push is considered a high-priority notification and delivered to an app without delay.
  • An app launches automatically when it receives a VoIP push, removing the requirement to keep the app running in the background.

Push notifications with Plivo mobile SDKs

The Plivo mobile SDKs for Android and iOS come integrated with push notifications. They use Apple Push Notification service (APNs) for iOS and Firebase Cloud Messaging (FCM) for Android to send notifications to an app.

Apple and Google issue push credentials for iOS and Android apps to receive incoming call alerts when push notifications are enabled on the app. Managing multiple push credentials becomes tricky when you’re building apps on different platforms. You’re likely to use unique push credentials for apps in different stages of development — alpha, beta, or general release. If you’re managing several apps with push notifications enabled, you need to generate credentials for each app.

You can manage push credentials on the Voice > Mobile Push Credentials screen of the Plivo console so that Plivo can deliver incoming calls to mobile apps.

To learn more about Plivo mobile SDKs and see how you can incorporate voice calling into your mobile apps, check out our SDK documentation for Android and iOS or get in touch with our team.

Aug 16, 2019
5 mins

Pitfalls of Least-Cost Routing for SIP Trunking

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

SIP Trunking

SIP trunking can provide cost savings for telephony customers, but pricing should be only one part of the equation when choosing a telecom provider. Any business looking for a new VoIP solution should also consider factors such as reliability and call clarity.

Buyers should be particularly wary of any provider that promises least-cost routing (LCR) to deliver lower prices. LCR works by being carrier-agnostic. For each call, carriers are ranked from lowest to highest price, and the call is attempted over the lowest-cost network. If the call can’t be completed over the lowest-cost carrier, the call is then attempted over whatever carrier ranks as having the next-lowest cost.

While LCR can make SIP trunking pricing appealing and works for some businesses, some LCR users pay in the form of lower overall call quality, because not all carriers provide the same level of service. It’s important to understand how a SIP service provider balances the two key factors of cost and call quality.

The challenges of using LCR

If a SIP trunking provider uses LCR, its calls may be routed to whatever network provides the lowest rate for a particular time and location, regardless of connection quality. By focusing only on cost, LCR users may experience challenges such as:

  1. Audio cut-out: Since SIP trunking providers that use LCR don’t factor in quality, calls might be routed over networks that experience audio cut-outs, known as “jitter,” in which phone calls sound jittery or where words seem to be coming in out of order. SIP trunking providers route calls over the internet and the actual voice sound is transmitted as packets of data, so if a connection is unreliable, some data packets might come in out of order or not at all, which leads to jitter.
  2. One-way audio: Similar to jitter, those who are on calls made via LCR can experience one-way audio if voice packets aren’t properly transmitted. When this occurs, it can result in only one party being able to hear the call, while the other party hears nothing and might think that the call dropped or the other person hung up.
  3. Dropped calls: Again, by not prioritizing quality, those who are on calls made via LCR can find their calls dropped by unreliable networks.
  4. Latency: Have you ever experienced a delay between the time someone on a call says something and the time the other person hears it? It makes having a conversation difficult, and it’s a problem that can occur with LCR when networks don’t transmit data fast enough. With good carrier quality, there should be no delay.  
  5. High post-dial delay: LCR providers may try to connect over a network that’s at capacity and have to try again over the next-lowest-cost network. While this happens relatively quickly behind the scenes, you don’t want to waste precious seconds waiting for calls to connect every time, particularly at high-volume call centers.
  6. Lack of support for automated operating systems: LCR providers may not be able to connect to a number that uses dual-tone multi-frequency (DTMF) signaling for interactive voice response (IVR), such as an automated operating system at a customer service call center that asks callers to enter information using a Touch-Tone keypad so calls can be routed to the appropriate department. Some LCR systems pick carriers based only on cost, rather than looking into whether the underlying carrier can support DTMF.
  7. Lack of Caller ID retention: Calls transmitted using LCR don’t always retain calling line identification (CLI), which means the recipient might get a call from a number that displays as “Unknown.” As we all know, calls from an “unknown” number rarely gets answered. Even if the call displays a number, it may be a random number, not the one that the caller wants to display. That means that if a customer tries to call back based on the number displayed by the LCR carrier, they may not reach the original caller.

Selecting the right carrier

To avoid these pitfalls that accompany LCR, companies should look for SIP trunking providers that have these five attributes:

  1. Media and signalling PoPs near where you make calls: Having points of presence (PoP) available close to the regions where you intend to make calls helps ensure that calls connect clearly and quickly, without the latency issues that can plague LCR.
  2. Multiple local carrier connections: Similar to the benefits of having strong PoP coverage, having multiple local carrier connections improves routing efficiency because it eliminates latency and call routing.
  3. Guaranteed DTMF support: To avoid the problems that can occur with an LCR that can’t connect to automated operating systems that use DTMF, look for a carrier that guarantees DTMF support.  
  4. CLI retention: Make sure your carrier provides CLI retention so you can avoid the problems that can stem from not displaying the right phone number.
  5. High availability with promised uptime: What good is a carrier if you can’t make calls due to network downtime? Look for a SIP trunking provider that can deliver consistently. Zentrunk, for example, promises 99.95% uptime.

Quality should be the priority

While LCR provides the benefit of cost savings, both SIP trunking pricing and SIP trunking quality need to be considered together, with quality coming first. That’s because “saving money” on ineffective calls often isn’t really saving money at all, due to lost productivity and missed opportunities from unreliable calls.

One benefit of a cloud-based SIP trunking provider like Plivo is that we work with multiple local carriers and can route your calls efficiently. Rather than ranking carriers solely by cost and routing accordingly, our intelligent routing system measures call quality and creates a quality score to reorder the priority of carriers and make calls through the highest-quality carrier available. Using self-learning algorithms, Plivo continuously searches for the best-quality route for calls.

Focusing on highest quality rather than the lowest cost helps ensure that SIP trunking as a whole is worthwhile for your business.

To better understand how to select the right SIP trunking provider beyond looking just at SIP trunking pricing, see our blog post on 10 factors to consider. To learn more about SIP trunking and see how Zentrunk can help with your communications needs, get in touch with our team.

Jun 17, 2019
5 mins

Better Control over SMS Messages with Geo Permissions

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

Fraud Prevention

Plivo’s cloud communication platform lets you send text messages globally via web and mobile apps. With our new feature, geo permissions for SMS, we’re putting more control of your SMS traffic into your hands. Geo permission offers a simple way to control which countries you want to enable or disable for SMS messages, without the need for developer support or code base changes.

SMS geo permissions is a tool to reduce the risk of SMS fraud and abuse. We suggest you maintain international geo permissions to protect your business from sending unwanted messaging.  

Advantages of maintaining international geo permissions

Here are some of the top reasons for you to consider managing your SMS traffic by geographic region.

  • Prevent SMS fraud: Though it’s unlikely, your Plivo Auth ID or Auth Token may get compromised. If that happens and you have geo permission enabled, you can reduce the potential for a surcharge in SMS fees for messages sent to high-rate destinations.
  • Reduce nonserviceable destinations: Among the 195 countries across the globe and more than 240 country codes, there are many places where your text messages could end up. If your web or mobile app caters to a specific geography or country, you may want to block SMS traffic to other countries and aligning your SMS spend with where your customers are concentrated.
  • Avoid incorrect destination numbers: An incorrect or incomplete country code can land your text message in an unexpected part of the world. Some recipients’ phone numbers come from forms, and some form applications are not equipped to automatically geotag form inputs. Consider enabling geo permissions if you don’t validate user input using code.
  • Improve customer segmentation: If you segment your SMS traffic using subaccounts, you can use geo permission to customize the reach for each subaccount. If a particular subaccount caters to a specific region, you can disable text messages to other destinations.  

Simple to set up, easy to maintain

Plivo customers can send messages to all countries, or with a click of a button disable messages to all countries except the ones where your audience is focused. By default we enable traffic to the US, Canada, Australia, India, and the country where your account is registered. To modify your geo permissions, navigate to Messaging > Geo Permissions on the Plivo console.

What happens if you send a text message to a disabled country?

If you try to send a text message to a country for which sending is disabled, Plivo will block it and you will not be charged for the message. On SMS logs, the message state will be “failed” and the error code will be 450.

Visit our documentation for more information about geo permissions.

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

May 31, 2019
5 mins

3 Ways to Improve Call Quality During Conference Calls

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

Voice API
Conferencing

The global collaboration economy demands that voice conferencing providers seamlessly connect people for a reliable communication experience. Here are three ways Plivo optimizes our platform to provide clear, reliable conference calling.

1. Uniform customer experience with global coverage

When your customers get on a conference call, you want to provide them a hassle-free experience with easy connections and clear conversation quality. Plivo’s conference solution fits your needs at every stage:

  • Coverage: We have a comprehensive network of Tier 1 carriers in more than 190 countries with voice and SMS to more than 1,600 global carrier networks.
  • Call quality: In another post, we covered the steps we’ve taken to build our infrastructure with globally located data centers and failover mechanisms. Our optimized global routing minimizes latency, jitter, and packet loss.
  • Proactive testing:  With the help of quality-based routing and distributed test nodes, we continuously test and improve call quality.
  • Redundancy: We maintain redundancy and auto-failovers across all layers of our carrier integration system. This setup protects our customers from downstream risks such as carrier outages and network failures.
  • Direct connections with SLAs: Because we maintain premium direct routes in more than 190 countries, we guarantee timely delivery to any mobile network in the world. We don’t use aggregators — we work directly with all of the major telecom operators in every region, which helps us deliver better quality and resolve issues rapidly.  

2. An architecture that improves call quality and minimizes call latency

We have seven points of presence (PoP) locations spread across five continents — in California, Virginia, Frankfurt, São Paulo, Mumbai, Singapore, and Sydney. We established these PoPs to minimize latency and optimize global routing.

3. Capabilities to derive analytical insights

In communications, network flaws like packet loss, jitter, and latency can reduce call quality. Having data about your network traffic is the only way to monitor performance to inform real-time decisions.

Plivo’s analytics let you track metrics such as latency, jitter, packet loss, and Mean Opinion Score (MOS), which in turn lets you assess call quality, enables faster debugging of issues, and provides real-time detection of network problems.

Plivo can provide feedback after every conference call to help you and your customers troubleshoot issues. Imagine being able to debug or troubleshoot and determine whether poor call quality was due to a congested network connection or a bad headset.

One more thing

Our goal at Plivo is to simplify business communications. Features like direct relationships with carriers, optimized PoP infrastructure, and real-time analytics are just a few of the ways we help make it super simple for you to integrate voice communications into your applications. We also understand that you may have questions or need support, so we offer all of our customers round-the-clock support at no extra cost.

Connect with us and let us answer any questions you have.

It’s easy to get started.
Sign up for free.

Create your account and receive trial credits or get in touch with us.

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