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Featured

What is SMS Pumping: Plivo’s Quick Guide

Jan 8, 2024
7 mins

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

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

What is SMS pumping?

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

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

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

Real-World Impact: The Twitter Case

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

How does SMS pumping work?

The process typically unfolds as follows:

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

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

Signs Your Business Might Be a Target

Be vigilant if you notice:

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

Preventive Measures: Safeguarding Your Business

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

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

Plivo’s Solutions to SMS Pumping

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

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

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

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Jun 19, 2025
5 mins

RCS Marketing 101: Your Complete Guide

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

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

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

Rich communication services (RCS) makes that possible.

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

What is RCS marketing? 

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

A user on Reddit summed up this perfectly:

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

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

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

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

RCS vs. SMS marketing: A quick comparison

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

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

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

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

4 key benefits of RCS marketing

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

Here are its four key benefits.

1. Improved user interaction

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

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

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

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

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

2. Consistent brand experience

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

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

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

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

3. In-depth analytics

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

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

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

4. Higher conversion potential

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

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

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

5 major use cases of RCS marketing

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

1. Product promotions

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

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

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

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

2. Abandoned cart reminders

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

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

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

3. Appointment confirmations and reminders

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

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

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

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

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

4. Customer surveys and feedback

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

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

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

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

5. Customer support follow-ups

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

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

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

RCS marketing myths and realities

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

Myth 1: RCS marketing is too expensive

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

But cost alone doesn’t tell the full story.

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

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

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

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

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

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

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

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

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

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

Why choose Plivo for your RCS marketing needs

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

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

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

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

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

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

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

Jun 19, 2025
5 mins

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

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

Your customers are on WhatsApp but are your agents?

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

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

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

What is a WhatsApp AI agent?

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

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

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

What you need before setting up your agent

To go live with a WhatsApp agent, you need:

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

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

Optional but recommended integrations:

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

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

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

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

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

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

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

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

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

The goal is to build a WhatsApp AI agent that:

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

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

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

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

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

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

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

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

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

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

Depending on the customer’s reply:

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

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

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

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

Depending on the customer’s reply:

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

Step #3: Train your agent with AI

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

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

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

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

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

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

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

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

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

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

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

Plivo’s real-time dashboard lets you:

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

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

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

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

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

Plivo is purpose-built for WhatsApp AI agent deployment

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

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

Automate outcomes with WhatsApp agent setup in Plivo

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

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

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

Ready to get started? Request a free trial today!

Jun 19, 2025
5 mins

The Definitive Guide to Automating WhatsApp for Business

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

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

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

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

This is where WhatsApp automation steps in.

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

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

What is WhatsApp automation?

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

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

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

With WhatsApp business automation, you can:

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

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

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

Key benefits of WhatsApp automation

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

Reduce manual workloads and response times

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

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

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

Result: Faster response times and more efficient workflows.

Increases the scalability of customer interactions

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

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

Enhances customer experience through personalization

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

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

End result: Higher customer satisfaction and increased loyalty.

Cost-effectiveness compared to manual processes

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

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

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

5  popular use cases of WhatsApp automation across industries

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

1. Customer support

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

Example messages:

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

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

2. E-commerce operations

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

Example messages:

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

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

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

3.Marketing and lead nurturing

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

Example messages:

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

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

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

4.Event management and invitations

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

5.Appointment scheduling and reminders

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

Example messages:

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

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

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

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

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

Step 1: Define your use cases and goals

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

Set clear, measurable goals like: 

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

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

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

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

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

Step 2: Choose the right WhatsApp business API provider

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

  • Robust CRM integrations
  • Audience segmentation
  • Flexible automation workflows

These capabilities simplify your communication and scale your efforts efficiently.

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

With smart tagging and grouping, you can:

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

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

Step 3: Set up your WhatsApp business account

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

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

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

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

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

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

Step 4: Create and submit message templates

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

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

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

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

Step 5: Build automation workflows

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

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

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

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

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

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

Step 6: Test, launch, and optimize

Start with a pilot campaign to ensure everything runs smoothly.

Track key metrics:

  • Response time
  • Open rate
  • Conversion rate

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

Best practices for WhatsApp automation 

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

Tips for optimizing messaging frequency and timing

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

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

Leverage data analytics for campaign performance 

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

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

Compliance and customer privacy protection

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

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

Enhance customer communication with Plivo’s AI WhatsApp automation

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

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

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

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

Here’s how Plivo can enhance your customer communication:

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

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

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

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

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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.

May 19, 2019
5 mins

Zentrunk Inbound Early Access Now Available

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

Zentrunk
SIP Trunking

We released Zentrunk Outbound in January — now we bring you Zentrunk Inbound, which is available for early access.

More and more companies are migrating from outdated, analog PSTN phone systems to VoIP services to make low-cost calls around the world with high reliability and instant scale. Session Initiation Protocol and SIP trunking services make this migration possible. 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.

While SIP trunking first gained traction among cloud-native companies, it has rapidly become a solution for non-cloud-native companies as well. Across industries, companies looking for ways to modernize their call centers, conferencing services, PBX and phone systems have turned to SIP trunking to deliver a more cost-effective solution.

Zentrunk, Plivo’s cloud-based SIP trunking solution, is SIP trunking with superpowers: instant provisioning of phone numbers, no limits on concurrent calls, no contracts or minimum spend, virtually unlimited global scalability, and the fastest setup you’ve ever seen.

Today, Zentrunk’s full-service — inbound and outbound — SIP trunking solution is publicly available for the first time. Here’s what you can expect:

Set up in minutes

Zentrunk Sip

In just a few clicks, Zentrunk can plug into your existing cloud-based or on-premises infrastructure to easily expand your capacity, coverage, and phone number inventory.

Through the self-service Plivo console, you can set up a trunk, link your numbers to the trunk, and receive calls on your VoIP Infrastructure, all in less than five minutes — no waiting period or capacity restrictions.   Also, through the console, you have a simple way to manage your trunks and view call detail records (CDR) so you can monitor usage.  

Instantly provision DIDs

Zentrunk Sip

The new inbound feature set we’ve added allows you to receive voice calls on your voice infrastructure from any PSTN phone number. With Zentrunk, you can instantly provision DID (direct inward dialing) phone numbers from our inventory of more than five million numbers across more than 70 countries. Through the Plivo console, you can find and provision numbers to match your needs — fixed, mobile, and toll-free — as well as get access to unlimited call capacity with every number.

Get global reach  

Zentrunk now facilitates both inbound and outbound calls globally. For global organizations, the ability to provide regional customers with a local number to call can improve engagement and build trust. Plivo partners with local carriers in 195 countries, so you can easily connect with customers around the world without having to navigate the complexity of carrier negotiations. We’ll do all the heavy lifting for you.  

Pay as you go

Whether you’re using inbound or outbound SIP trunking services, the payment structure is the same. You pay only for what you use. You don’t need to worry about long-term contracts, capacity planning, or channel limits. In addition, when it comes to scaling, Zentrunk makes it easy to add more capacity to your existing VoIP system without investing in additional infrastructure.    

Access support 24/7

While SIP trunking is relatively straightforward, you may have implementation questions or need to troubleshoot something, especially if you’re layering a SIP trunking solution onto your existing PBX system. Plivo that offers free support to all customers, 24/7.  

With the pace of technological innovation and the increasingly high expectations for speed to market, why settle for outdated, slow-moving, high-cost, locked-in contract types of service? Untether your organization and try Zentrunk SIP trunking. Get in touch with Plivo experts about whether Zentrunk is a good solution for your business.

Ready to get started? Check out our Zentrunk getting started guide.

May 14, 2019
5 mins

4 Reasons to Test a Backup SIP Trunking Service Now

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

SIP Trunking

VoIP telephony provides a variety of benefits over traditional phone networks, including lower costs, more flexibility, and more convenience, but the VoIP solutions offered by a legacy phone company carry drawbacks such as limited coverage and long-term, inflexible contracts.

SIP trunking solves many of these issues. With SIP trunks, VoIP calls can run through a cloud-based provider that routes calls efficiently based on location to deliver premium call quality and global coverage. Plus, cloud-based providers offer flexible contracts and pricing models that make it possible to test their solutions while you still have phone service through a traditional telecom.

Consider testing a backup SIP trunking solution while you’re still under contract with a traditional provider. That way, when your existing contract ends, you’ll have the firsthand experience you need to  decide whether switching to SIP trunking makes sense for your company.

Other benefits to setting up a backup SIP trunking solution include:

1. Broader coverage and foolproof failover

Adding a backup SIP trunking solution lets you make calls even when your main provider can’t deliver, either because of a technical failure or because of limited geographical coverage. Because SIP trunking providers have relationships with multiple carrier networks, there is no single point of failure. This built-in redundancy means that when your main carrier’s network experiences an outage, your backup SIP trunking provider can route calls over a different network. Having multiple carrier relationships also allows SIP trunking providers to have broad geographical coverage while being able to route calls locally to keep costs low. Zentrunk from Plivo, for instance, works with 1,600 carrier networks to provide users the ability to communicate with anyone in 195 countries.

2.  Risk-free, low-cost testing

Many SIP trunking providers offer free setup and simple pay-as-you-go pricing, so it won’t cost anything to put this backup solution in place, and you can try it out at whatever scale you want to keep expenses down. For example, if you want to use a SIP trunking provider as a failover solution, you’ll only pay for the solution when your existing network experiences downtime. If there’s no downtime, you won’t pay anything, and if there is a period of failure, you’ll be glad you have a backup solution in place.

A SIP trunking provider may save you money on international calls too because they can leverage relationships with multiple carriers to route traffic over local networks. If your existing carrier has cost-prohibitive rates for certain markets, you can test a SIP trunking solution and save money.  

3. Added capacity, just when you need it

If you’re in a long-term contract with a traditional phone network, you might be limited to a set amount of channels or phone numbers for the duration of your contract. If your needs change, you can tap into additional capacity by testing out a backup SIP trunking solution. For example, if your company experiences increased call volumes during the winter holiday season, you may need additional capacity for that period. Using a SIP trunking solution allows you to quickly scale up during that time and then scale back down after the holiday season, without having to renegotiate your contract or pay administrative fees.

4. Easy setup and instant provisioning

Testing a cloud-based SIP trunking solution tends to be an easy process, with setup taking just a few minutes. Rather than dealing with complex programming or enduring wait times for phone number purchase, you can often instantly search and provision numbers to match your needs for fixed, mobile, or toll-free numbers. You can also get unlimited call capacity with every number, and every line can be added remotely. Zentrunk, for instance, lets you set up a trunk, link your numbers to the trunk, and send and receive calls on your VoIP Infrastructure in less than five minutes.

Furthermore, cloud-based SIP trunking providers offer on-demand analytics through a self-service portal, so you can quickly see activity differences between departments or office locations. This gives you a better understanding of your capacity needs, which could be helpful when your existing contract ends.

Overall, SIP trunking providers tend to be simple to set up quickly and with minimal risk. You can experience what it’s like to use SIP trunks without getting locked into long-term contracts, and you can then decide what type of provider you’d like to move forward with once your existing contract ends. And in doing so, you get the benefit of a backup solution that provides a security blanket for your setup in the event something goes wrong with your existing carrier.

To better understand how to select a SIP trunk provider to test out as a backup solution, 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.

Apr 29, 2019
5 mins

5 Reasons to Switch From Your Legacy PRI to 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
Zentrunk

Migrating from a legacy Private Branch Exchange (PBX) telecom system — where calls are transmitted using a Primary Rate Interface (PRI) T1 line — to a SIP trunking service — where calls are transmitted over the internet using Voice over Internet Protocol (VoIP)—offers five key advantages:

1. Cost savings

Although phone service comes down to more than cost, there’s no denying the attractiveness of saving money when you migrate from a legacy telecom system to a SIP trunking provider. SIP trunks can save you money in two ways:

  • SIP trunks reduce the costs of long-distance and international calls, because calls travel most of the way over IP networks before connecting with the public switched telephone network (PTSN) to route calls locally to their destinations. Because of that, long-distance calls are often charged as local calls.
  • While legacy telecom providers tend to charge based on capacities, such as offering a certain amount of minutes per month or even unlimited minutes with fixed, lengthy contracts, SIP trunk providers typically offer pay-as-you-go pricing. This means that you only pay for the phone service you use, rather than getting locked into expensive monthly plans where you pay for capacity you don’t consume.

2. Quick scalability

Whether your business adds new employees to your headquarters, has seasonal requirements such as needing additional call capacity around the winter holidays, or needs to pare down phone service that’s not being used, SIP trunks can easily be scaled up or down. SIP trunk solutions are cloud-based, so once the initial system is set up, you can easily add or remove lines digitally. In comparison, legacy telecom systems typically require complex physical installations to add more lines, and inflexible contracts make it difficult and costly to scale down if your organization needs to make a change.

3. Global reach

Similar to the advantages of scaling with SIP trunks, cloud-based VoIP systems make it easier to add global coverage than legacy systems do. For one, SIP trunking providers work with multiple telecom carriers to ensure global coverage, rather than the way a legacy telecom provider might rely on only its own carrier network. Zentrunk from Plivo, for instance, works with more than 1,600 carrier networks to provide users the ability to communicate with anyone in more than 190 countries. These partnerships help ensure both premium call quality and broad coverage. Moreover, SIP trunk users can easily add local, national, mobile, and toll-free numbers. If your business has clients in several countries, those customers can reach you via a number that’s convenient and cost-effective for them.

4. Easy support

When you need to add services or run into an issue with your hardware, you want a quick, painless solution. Legacy telecom providers don’t always offer 24/7 support, and their levels of dedicated service can vary based on customer size or location. SIP trunking providers, by contrast, tend to be available 24/7 to provide support to help you troubleshoot a technology problem or adjust your service.

5. Transparency

Using SIP trunks tend to come with more transparency than legacy telecom systems in areas ranging from pricing to usage. Pay-as-you-go pricing makes it clear exactly what you’re paying for, and you can often choose different pricing models from your provider based on your needs, as opposed to getting locked into an inflexible, hard-to-decipher contract from a legacy provider. In addition, the cloud-based nature of SIP trunk providers makes it easy to digitally keep track of phone usage, even for specific lines. Zentrunk, for instance, offers a self-service portal where users can view call detail records (CDR) that help you clearly understand your phone service usage, such as determining which offices or departments incur the most phone costs.

Migrating from a legacy telecom system to a cloud-based VoIP solution using SIP trunks offers several advantages, and the decision comes down to far more than cost. Switching to SIP trunks can improve your overall phone service in terms of both technology features and experience.

To better understand how to select the right SIP trunk provider for your needs, 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.

Apr 25, 2019
5 mins

Proactive Monitoring Alerts for SMS Delivery on Your Plivo Account

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

SMS API

Proactive error correction is always better than reactive fire-fighting — and that philosophy applies to your business communication too. Plivo now offers proactive alerts when we see a dip in your SMS delivery rate.

A small feature with a big impact

SMS is a reliable communication channel and works flawlessly when implemented correctly. When your end users depend on SMS for account signups, security, chat, or notifications, a small blip in SMS deliveries can wreak havoc on the end user experience.

Text messages can fail to be delivered due to some basic issues, including:

  • Invalid destination number format: When a destination number is improperly formatted — without country code or area code, for example — the text message is bound to fail.
  • Blocked phone number: In the US and Canada, customers are required to use a Plivo phone number to send SMS messages. Phone numbers have certain restrictions on quantity and content of text messages. In the US, for example, long code numbers should not be used to send more than 200 messages in a day.  In the case of content or throughput issues, a phone number might get blocked, and thereafter fail to deliver messages.    
  • Operator downtime: Technical issues or natural calamity in any region may affect SMS delivery. Severe operator downtime or issue with coverage causes text messages to fail.
  • Callback failure: This feature is specific to inbound text messages. If you have issues with your server, the inbound messages may fail to be delivered.

The logic behind proactive alerts

We’ve introduced advanced traffic pattern monitoring to give our customers a better way to be informed of potential SMS delivery issues. The algorithm does not access text content or the destination number; it simply works on SMS volume and delivery rate percentage. The monitoring system checks your account SMS delivery rate every 15 minutes for delivery in the last 60 minutes. This value is compared with the average performance of your traffic in the past 7 days. If the variance is more than 25%, we’ll send a message to the registered email address you set up when you activated your account.  

SMS Alert Logic

Proactive alerts is an optional feature that you can enable from the Messaging > Alerts page of the console. If you do, you’ll receive an alert on your registered email address if there’s a drop in your SMS delivery rate. Here’s an example of what you might see if you enable this feature.

Delivery Alert
Apr 15, 2019
5 mins

PHLO - Visual Communication Builder for Your Voice and SMS Apps

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

PHLO

In this age of agile development and rapid prototyping, no one wants to spend weeks building communication applications. In our continuous endeavor to simplify business communications, we created a whole new way of building communication apps — Plivo High-Level Objects. PHLO drastically reduces coding time and cuts integration steps, thereby helping developers design collaboratively, build visually, and deploy quickly — and now it’s available in general release.

We’ve added several features to PHLO to enhance how workflows can interact with your data.

  • The HTTP request component offers more authentication options and support for static and dynamic URLs make interaction with your APIs or third-party resources easy.
  • With the HTTP request component, you can parse multilevel JSON files to interact with larger and more complex data.  
  • The branch component now automatically typecasts variables when comparing to ensure variables are correctly processed and help you build better logic for your workflows.
  • You can now assign PHLOs to subaccounts and have one PHLO trigger another, which helps with account management and application logic.  

Fortified for scale and uptime

PHLO eases the way for you to deploy and maintain communication applications. You don’t host your apps, we do. This convenience for you comes with added responsibility for us. We’ve engineered for reliability, quality, and 99.95% uptime to make sure your applications scale with ease.  

Server-side SDK and debugging

We’ve added more ways to control your PHLO with API requests. You can now trigger your PHLO application via an API request using our SDKs in all supported languages. The multiparty call component has multiple triggers to asynchronously modify the states of the members on the call. You can now add members to a call and make state changes like mute, unmute, transfer, and disconnect a member using a Plivo SDK.

In addition, we’ve added more visibility on application logs in your account to provide better debugging and error correction.

A better way to build communication apps

With PHLO, every action is a component: phone menus, prompts, SMS menus, conference bridges, call forwarding, SMS notifications. These components, packaged as templates, drastically reduce the number of lines of code required to create custom business logic. You can add your own custom code and create unique communication applications for your business with 80% less code.

Unlike visual application builders that only automate simple workflows for a limited set of use cases, PHLO provides 100% functional parity with Plivo APIs and XML, enabling use cases from simple ones like order notifications to complex ones like a full-featured call center. PHLO also simplifies the integration and deployment pipeline so that you can ship more code faster.

PHLO runs on Plivo’s cloud infrastructure. This lets you focus on your actual business use case, rather than worrying what’s under the hood.

Getting started with PHLO

The best way to get started is to sign up and create your first PHLO. PHLO has everything you need to create your app in minutes. We’ve also put together a collection of use case video tutorials to get you started quickly.

One last thing — the price

In addition to bringing in 100% Plivo API support out of the box, we’re also making it FREE to use PHLO.

Sign up and start building with PHLO today. Have questions? Get in touch with an expert and request a live demo.

Apr 12, 2019
5 mins

10 Things to Consider When Selecting a SIP Trunk Provider

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

SIP Trunking

Businesses increasingly turn to SIP trunking, where a company’s voice calls are transmitted over the internet rather than telephone lines, to save money and improve communications capabilities. The popularity of SIP trunking has brought many providers into the market, which complicates the picture for CTOs, IT leads, and others responsible for choosing a partner.

To make the process of choosing a SIP trunk provider easier, consider these 10 factors:

1. Voice quality
Without facilitating high-quality communications, the other benefits of SIP trunking fall flat. SIP trunk providers need to ensure that users can make and receive clear phone calls efficiently. Look for a provider that works with Tier 1 voice carriers to establish your calls while avoiding those who use least-cost routing (LCR), which compromises quality and optimizes for cost. Also, look for a SIP trunk provider that has at least one point of presence (PoP) in each of the regions you want to reach to ensure low latency and high call clarity.  


2. Coverage
SIP trunk providers enable companies to expand their VoIP infrastructure without having to negotiate with new local carriers. Look for a provider that can facilitate outbound calls globally while providing local numbers across countries to facilitate inbound calls — for example, a SIP trunk provider that offers a US organization a local number for customers in the UK to call so they don’t have to call long distance. Some SIP trunk providers offer local, national, toll-free, and mobile numbers, thereby facilitating client convenience while allowing organizations to choose their preferred inbound areas codes.


3. Reliability
If calls don’t consistently go through, SIP trunking loses value. Look for providers with redundant infrastructure and multiple carrier connections across geographies to ensure reliability. Zentrunk from Plivo, for instance, promises 99.95% uptime and is interconnected with several Tier 1 carriers in each region to maximize connection reliability.


4. Cost
One of the main benefits of SIP trunking is cost savings. Long distance calling, including international calling, tends to be cheaper over SIP trunks. Plus, pay-as-you-go pricing models give you the flexibility to pay for only what you need versus paying upfront for channels or bundles of service you may not need. In addition, when it comes to scaling, you can move to SIP trunking and easily add capacity to your existing VoIP system without investing in additional infrastructure. Different SIP trunk providers offer different costs and pricing models, so look for one that provides the most cost savings based on the level of service your business needs.


5. Interoperability
If your business has already invested in a phone network, you want a provider that offers interoperability with your existing infrastructure. A good SIP trunk provider should provide interoperability with standard softswitches and IP PBXs.

6. Security
Security is always a concern for businesses, and that should extend to communications networks as well. Consider how different SIP trunk providers protect your network so that calls don’t get intercepted. Zentrunk, for instance, provides IP authentication to protect access to your SIP trunks and encrypts trunks using Transport Layer Security (TLS) and Secure Real-time Transport Protocol (SRTP).


7. Scalability
SIP trunking is easy to scale up or down as business needs change. However, SIP trunk providers differ in terms of how they scale alongside your business. Look for one that can meet your needs and fit your budget when you’re adding connections in different offices around the world.


8. Flexibility
Similar to scalability, SIP trunk providers offer different levels of flexibility that can help your business. For example, some providers offer flexible contracts, allowing you to adjust services as needed rather than being locked into undesirable terms. SIP trunk providers can also offer flexibility in areas such as the ability to change phone numbers, adjust services, add IP access control lists, and configure softphone compatibility.


9. Expertise
Before signing up with a provider, explore the depth of their knowledge of the technology and complex ecosystem behind SIP trunking, as those factors can impact your success during complex installations, troubleshooting, and scaling. Think about it in terms of whether you’d want to see a doctor who can recognize symptoms and prescribe a medication versus a doctor who understands the causes of the symptoms and how the medication addresses the underlying issues. The latter’s expertise can make a difference, particularly when a situation takes an unexpected turn.


10. Simplicity
Lastly, using SIP trunking should simplify your communications and IT landscape rather than adding complexity. Look for a SIP trunk provider that makes installation, administration, and maintenance easy. While SIP trunking is relatively straightforward, you may have implementation questions or need to troubleshoot, especially if you’re adding a SIP trunking solution onto your existing PBX system. Look for a provider that offers free support to customers 24/7, and one that offers an intuitive way to manage and configure trunks and to view call detail records (CDR) so you can monitor usage at any time.  

By considering these 10 factors, your business can find the right SIP trunk provider for your needs to help you realize the full benefits of this technology.

To learn more about SIP trunking and to see how Zentrunk can help with your communications needs, get in touch with our team.

Apr 5, 2019
5 mins

SMS Console UI Revamp Provides Better Debugging

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

Console

Our goal at Plivo is to simplify business communications, and that philosophy applies not only to building and deploying software but also to tracking and debugging. We aim to give our developers best-in-class debugging tools so they can spot and fix bugs faster. We just rolled out a major update that includes feature updates to help developers debug applications.

New information on SMS logs

Based on input from our customers and an internal system audit, we’ve added information on SMS logs to unify data related to your text messages. Here are some of the most noticeable changes:

Destination country: We’ve added a new field that displays a two-character country code for each message destination. When you hover on the two-character code, the complete country name is displayed. This helps you quickly identify potential text misroutes that may be caused by missing country codes or incorrect destination number formatting.  

Number Format

SMS error reason: We’ve added an Error Reason column that lets you quickly identify the cause of failed incoming or outgoing SMS messages, whether it’s from carrier errors or message callback errors. You can also filter logs based on destination or message state, giving you a telescopic view that helps you detect issues.

Logs

Carrier surcharge: Carriers in certain countries charge a passthrough fee to receive MT (Mobile Terminated) and MO (Mobile Originated) messages. Now you can hover on the information icon next to the SMS charge to display this information.

Carrier Surcharge

Subaccount filter: You can now filter the SMS logs in your account by subaccount to help pinpoint issues that affect a particular end user segment.

Downloadable information: New information on message detail records (MDR) joins all the existing information downloaded in the form of CSV files in your account.

More visibility on each text message

This upgrade includes an all-new SMS detail page. Click on the timestamp for a text message under SMS logs and you’re transported to a detailed information window that’s specific to the text message. Here are the highlights from the page.

Message text body: The fully formatted message body is now clearly displayed in the debug UI. You no longer need to dig through server logs to retrieve the message.

Note: If you’ve redacted the message content, it will not be visible on this UI. Learn more about message content redaction.

Number-based filter: Click on the source number or destination number related to a text message to be redirected to SMS logs with that number set as a filter. You can filter all messages that originated from or terminated to the number in question.

Number based filter

SMS callback attempts: All HTTP callback requests made by Plivo to your endpoint in relation to the SMS are now listed in the Debug UI.

SMS Callback Attempts
SMS Callback Sent

Message state transition visualizer

We’ve added an image that visually represents message state transitions, along with the time delay between states. It helps you get complete visibility into the lifecycle of a message. Metrics such as time spent in the queue help identify bottlenecks in your SMS traffic pipeline.

Message State

In this example we can see that the message was in the queue for 497 milliseconds and was delivered to the recipient two seconds after leaving the Plivo system.

Accessing the new UI

To access the new features, go to the Messages > Logs page of the Plivo console.

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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