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. 

{{cta-style-1}}

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.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Jan 21, 2026
5 mins

AI Voice Agents for Real Estate (2026): 10 Tools Compared, Real Limitations and What Actually Scales

Compare 10 AI voice agents for real estate in 2026. Evaluate response time, CRM integration, multi-channel support, and scalability to find the right solution.

AI voice agents in real estate are all about response time, coverage and quick follow-through. If your system can't answer calls immediately, qualify intent, book tours and update your CRM without manual cleanup, it's not helping you win more deals; it's adding another layer for you to manage.

This guide isn't for browsing tools. It's for operators deciding whether to commit to AI voice agents in 2026 and ship something that actually helps you scale. We compare 10 platforms based on how they perform after signup, how fast you can go live, what breaks under real lead volume, and what it takes to keep them working week after week.

Top 10 AI Voice Agents for Real Estate (2026)

The goal here is simple: Helping you choose an option that you can launch confidently, not replace after the first integration headache.

1. Plivo

When aiming to build and scale AI voice agents for real estate, you care about two things: reaching prospects first and converting more inquiries into confirmed showings. Plivo excels here since it gives you production-ready AI voice agents that place instant callbacks, answer listing questions from your data, and book tours directly on your agents' calendars. They operate reliably across phone, SMS, WhatsApp and chat without stitching together telephony, AI models and messaging vendors.

Plivo is the AI agent builder platform for voice-first, omnichannel experiences—built on a carrier-grade telephony network trusted by Uber, Meta, Zomato, and thousands of businesses worldwide. Business teams can launch agents without writing code using Vibe agent. Engineering teams can orchestrate custom voice agents in code with full control. The foundation is Plivo's global communications infrastructure spanning 190+ countries: 15+ years of proven reliable infrastructure, low latency, and the call quality enterprises demand.

Core Capabilities:

  • Inbound & Outbound AI Voice Agents: Handle live calls end-to-end, qualify intent, route intelligently and escalate to human agents when needed.
  • Multi-Channel Agent Coverage: Run the same AI agent across phone, SMS, WhatsApp and chat with shared context across channels.
  • No-Code AI Agent Builder (Vibe): Build and deploy voice agents using plain-English instructions, no prompt engineering or coding required.
  • Build your way: Business teams launch with no-code tools; engineering teams build custom voice agents with full-code control. You're never forced into a single way of working.
  • Vertically Integrated Telephony (CPaaS): Voice runs on Plivo's own global telephony infrastructure, avoiding third-party carrier dependencies.
  • Low-Latency Voice AI Stack: Integrated TTS, STT and LLM orchestration enables sub-500ms response latency, critical for natural voice conversations.
  • Enterprise-Grade Reliability: Built on Plivo's proven CPaaS platform with 99.99% uptime, 15+ years of reliable infrastructure, and global carrier connectivity across 190+ countries.
  • CRM & Workflow Integrations: Pull customer context in real time and write call outcomes back to CRMs and support tools automatically. Connect Follow Up Boss, kvCORE, BoomTown, Salesforce, HubSpot, Google Calendar, Outlook, and your MLS/IDX feed.
  • You own the stack: You get to choose your speech-to-text (STT), text-to-speech (TTS), and LLM while keeping prompts and data portable and avoiding lock-in.

Best fit if you:

  • Need real-time voice agents that can operate continuously at scale.
  • Want to avoid stitching telephony, AI and messaging vendors together.
  • Plan to deploy across multiple channels, not voice alone.
  • Have defined workflows for lead qualification, routing or follow-ups.

Not a fit if you:

  • Only need a lightweight voice demo, basic IVR or short-term experiment.
  • Want a fully turnkey, real estate-specific tool with no configuration or workflow control.
  • Don't plan to integrate voice agents into your CRM, data stack or operations.

2. Luron AI

Luron AI is best suited for teams that need 24/7 AI voice agents that never miss calls and qualify leads automatically. It supports multilingual conversations and keeps pacing tight across accents and speaking styles. The system handles inbound and outbound voice conversations in dozens of languages and automates bookings and follow-ups without human staffing.

Core Capabilities:

  • Instant call answer & qualification: AI answers every call, gathers intent, and qualifies leads without hold times.
  • Multilingual support: Handles AI conversations in 45+ languages to cover diverse lead sources.
  • Inbound & outbound support: Manages both types of calls and can also run outbound follow-ups.
  • SMS, chat & email automation: Extends voice agents to text and messaging channels for a unified engagement approach.
  • CRM & integration options: Connects to existing phone systems via SIP trunking and can integrate with CRMs and ticket systems.

Best fit if you:

  • Want 24/7 lead capture and qualification without adding staff.
  • Need multilingual voice conversations for global or diverse markets.
  • Expect to automate bookings, follow-ups and reminders on voice and messaging channels.
  • Have a CRM or existing phone system you must integrate with.

Not a fit if you:

  • Only need a simple inbound answering or IVR replacement without automation.
  • Want a solution focused on voice only, with limited channel reach.
  • Prefer fixed, transparent pricing tiers publicly listed.

3. Callers AI

Callers AI is a platform for automating customer conversations with human-like voice agents that handle both inbound & outbound calls and messaging channels, powered by your brand's data and tone. It's focused on scaling high-volume voice interactions while maintaining contextual continuity across channels in a single branded voice experience.

Core Capabilities:

  • Omni-channel AI interactions: Voice agents run across phone, SMS, WhatsApp and chat from a central AI brain.
  • Human-like voice calls: Agents answer and place calls in a natural conversational style.
  • Lead workflows & use cases: Supports lead qualification, cold call automation, appointment confirmation, retention flows and more.
  • 24/7 availability & language breadth: Designed to handle calls and messaging around the clock, in multiple languages.
  • Context remembering: Conversations carry context across voice and messaging so follow-ups feel continuous.
  • Integrations & automation: Connects to CRMs and tools (300+ integrations) so call outcomes can update your systems.

Best fit if you:

  • Want both inbound and outbound AI calling with consistent, natural-tone responses across channels.
  • Need an AI system that can qualify leads, confirm appointments and manage follow-ups automatically.
  • Are scaling high call volumes 24/7.
  • Prefer a central "brain" that keeps context across channels and workflows.

Not a fit if you:

  • Only want a basic voice or outbound dialer with limited cross-channel logic.
  • Need a tool focused exclusively on simple IVR or basic routing without AI conversation layers.
  • Prefer a product you can set up and forget in minutes without upfront configuration or workflow definition.

4. SquadStack AI

SquadStack AI is best suited for teams that want AI-assisted sales and voice engagement workflows supported by configurable human-in-the-loop automation. It blends automated outreach and qualification with options to escalate to human agents where needed, helpful for revenue teams that are focused on pipeline speed.

Core Capabilities:

  • Automated Lead Engagement: AI enabled workflows proactively contact prospects and qualify them using data-driven sequencing.
  • Voice & Messaging Channels: Supports outbound dialing, ringless voicemail, SMS and multi-touch sequences.
  • Human-in-the-Loop Escalation: Configurable handoffs to live agents when conversations need human judgment.
  • Sales Workflow Automation: Built-in logic for lead routing, prioritization and follow-ups across channels.
  • CRM Integration + Data Sync: Sync outcomes and engagement data back to CRMs like Salesforce, HubSpot, etc.

Best fit if you:

  • Want inbound and outbound automated voice interactions with natural conversation flows and multilingual capability.
  • Need AI that handles lead qualification, follow-ups and reminders as part of sales or customer engagement sequences.
  • Are automating sales outreach and conversational workflows alongside voice calls.

Not a fit if you:

  • Need an AI platform focused on low-latency, bespoke voice agent infrastructure tied tightly to your own telephony stack.
  • Are building a multi-channel bot with CRM/telephony hooks and developer control from the ground up at scale.

5. Telgent

Telgent leans into MLS and portal context. It is best for businesses that want always-on voice AI calling with automated scheduling, intelligent call handling and quick setup. Its platform emphasizes immediate activation, seamless integration with existing phone systems and natural AI responses that handle calls, schedule meetings and engage customers day and night.

Core Capabilities:

  • 24/7 AI voice calling agents: Always-on call automation that answers and routes customer calls at any hour.
  • Lead engagement & scheduling: Automatically books appointments, meetings and showings based on natural language conversations.
  • Inbound call handling: AI answers incoming inquiries, qualifies intent and routes prospects with minimal human intervention.
  • Automated inquiry responses: Provides instant answers to property questions and responds to rental or sales leads.
  • Integration with real estate systems: Works with Zillow, Realtor.com, MLS platforms, Follow Up Boss, kvCORE, BoomTown, Salesforce and HubSpot for CRM continuity.

Best fit if you:

  • Need round-the-clock call handling that captures leads and books appointments without missing inquiries.
  • Want your voice AI to integrate with core real estate tools and CRM systems so client details are synced automatically.
  • Are focused on lead conversion and showing scheduling as part of your customer engagement workflows.

Not a fit if you:

  • Only require basic outbound calling with simple scripts rather than inbound + scheduling automation.
  • Expect a no-config, plug-and-play voice bot that requires zero setup or customization.
  • Want a platform that handles only one channel (voice only) without extending into SMS/WhatsApp/chat automation.

6. AIOnCalls

AIOnCalls is positioned as a virtual receptionist that never misses calls or opportunities. Best for teams that want an always-on voice AI assistant that handles inbound and outbound calls around the clock, engages callers in natural language, qualifies leads, books appointments and updates CRM data.

Core Capabilities:

  • 24/7 Inbound & Outbound Voice Handling: AI answers and places calls around the clock across all hours and holidays.
  • Lead Qualification & Follow-Up Automation: Qualifies callers in real time and automates follow-ups via voice, SMS and email.
  • Appointment Scheduling & Calendar Invites: Books appointments and sends confirmations during calls.
  • CRM & Workflow Integrations: Integrates with CRMs like Zoho, HubSpot, GoHighLevel, Google Calendar for real-time lead syncing and activity logging.
  • Multilingual Conversations: Supports multiple languages and can handle simultaneous call sessions.
  • Live Agent Escalation: Transfers complex calls to human agents when needed.
  • Real-Time Analytics & Transcriptions: Provides live call monitoring, transcripts, sentiment analysis and dashboards.

Best fit if you:

  • Need an AI voice agent that never misses inbound calls and engages leads immediately, 24/7.
  • Want automated lead qualification, booking and follow-ups in voice, SMS, and email without human staffing.
  • Are integrating call outcomes and engagement data into CRM or calendar workflows.
  • Operate in industries where speed-to-lead matters and missed calls are costly.

Not a fit if you:

  • Only need simple IVR or on-premise call routing without conversational automation.
  • Prefer a pure telephony or developer API platform without built-in AI conversational layers.
  • Are looking for a voice agent with deep, specialized industry templates.

7. Brilo AI

Brilo AI is a business-focused AI phone and voice call agent platform that enables teams to automate real-time voice interactions across industries like real estate. It promises fast setup, natural human-like voice responses, 24/7 coverage, integration with business tools and built-in analytics, all without needing a technical team to get started.

Core Capabilities:

  • 24/7 AI voice call agents: Always-on AI phone agents handle inbound calls and customer engagements at any hour.
  • Human-like voice interactions: Conversational voice responses built to sound natural and engaging.
  • Appointment booking & scheduling: Voice agents can book appointments with synced calendars and handle reminders.
  • CRM and business integrations: Integrates with a broad range of business apps (6,000+ app connections claimed) to sync customer context and outcomes.
  • Real-time analytics & insights: Live call transcripts, sentiment analysis, intent tracking and topic detection support actionable insights post-call.
  • Lead qualification automation: Agents engage prospects, capture intent and route high-value leads in real time.

Best fit if you:

  • Need 24/7 automated voice engagement that never misses inbound or high-volume calls for lead capture, scheduling or support.
  • Need a platform that books appointments, manages follow-ups and drives customer engagement without manual management.
  • Plan to integrate the voice agent with CRM, calendar tools and analytics pipelines to maintain context across systems.

Not a fit if you:

  • Simply need a basic phone tree, IVR or traditional call routing system.
  • Are focused solely on developer-centric API telephony without AI built in.
  • Require industry-specific compliance guarantees (HIPAA, PCI, etc.) documented publicly.

8. VocalDesk

VocalDesk is an AI-enabled voice and contact automation platform that helps teams automate calling, lead follow-up, support interactions and scheduling. Its focus is on automated voice conversations and multi-channel engagement with CRM integration and configurable workflows that replace manual outreach tasks.

Core Capabilities:

  • Automated Voice Conversations: Handles inbound and outbound calls using AI to engage, qualify, and route callers.
  • AI-Driven Lead Qualification: Automated conversation flows that marks lead intent and priority.
  • Appointment Booking & Reminders: Schedules meetings and sends reminders as part of automated flows.
  • Multichannel Messaging: Engages customers across voice, text and messaging platforms.
  • CRM & Workflow Sync: Connects with CRM systems and business tools to log interactions and maintain records.

Best fit if you:

  • Want to automate call handling and lead follow-up without manual dialing.
  • Need a solution that combines voice and messaging outreach with CRM context.
  • Are focused on lead qualification and scheduling as part of broader sales engagement.

Not a fit if you:

  • Only need basic call routing or IVR without AI handling.
  • Require explicit developer control over telephony APIs.
  • Rely on hard metrics like latency, concurrency limits or multi-region telephony SLAs.

9. Calldock

Calldock is an AI voice agent platform intended for instant lead engagement, automatic qualification and scheduling. Its system calls leads within seconds of form submission, conducts natural conversations and integrates with calendars and workflows to automate follow-ups and booking.

Core Capabilities:

  • Instant lead callbacks: Calls website leads within ~60 seconds of a submission, boosting early engagement.
  • Calendar booking: Agents can book appointments directly to your calendar during live calls.
  • Multi-channel follow-up: Agents send SMS and email follow-ups as part of the call workflow.
  • Seamless handoff & callbacks: You can trigger human handoffs in natural language and schedule intelligent callbacks.
  • API, webhooks, & integration ecosystem: Support for APIs and pre-call webhooks lets you fetch context before calls and connect with Gmail, Google Calendar, Slack, Zapier and thousands more.
  • Developer playground & documentation: Provides API documentation and code examples for triggered calls and automated workflows.

Best fit if you:

  • Want immediate lead engagement that happens in seconds.
  • Need voice agents that qualify, book and follow up automatically across voice, SMS and email.
  • Plan to integrate voice engagements with calendar and business workflows.
  • Need a voice agent that works with easy templates for common industries with minimal setup.
  • Want a low-code or no-code setup that goes live with simple configuration.

Not a fit if you:

  • Need proper inbound/outbound calling with API integration.
  • Require deep telephony infrastructure control or enterprise telephony SLAs.
  • Are building highly custom dialogue systems that need proprietary LLM tuning beyond the existing templates.

10. Ylopo

Ylopo is a digital marketing and lead gen platform built for the real estate industry. It combines lead capture, nurturing, AI voice calling, AI texting, branded websites and marketing automation into one system that integrates with CRMs and helps real estate teams generate and convert leads.

Core Capabilities:

  • AI Voice Follow-Up: Automatically calls new and existing leads to qualify interest and connect them to agents.
  • AI Text Conversations: Runs two-way SMS conversations to nurture leads until they're ready to talk.
  • AI² Voice + Text System: Combines calling and texting into one coordinated follow-up engine.
  • Automated Appointment Transfers: Delivers live transfers or booked appointments when leads are qualified.
  • Lead Generation & Nurture: Includes PPC ads, remarketing and IDX websites to capture and feed leads into AI follow-up.
  • CRM & Website Integration: Syncs AI conversations and lead activity with CRMs and branded real estate websites.

Best fit if you:

  • Want lead capture with nurturing as a unified system rather than isolated voice interaction tools.
  • Are a realtor or team that wants AI to automatically engage leads by text and phone, not just manage manual contacts.
  • Need branded websites with IDX search and integrated lead capture feeding into automated follow-up.
  • Plan to keep leads engaged over longer time horizons (e.g., 90-day voice follow-up).
  • Value combined marketing + AI follow-up rather than a single channel (voice only).

Not a fit if you:

  • Are looking for pure AI voice agent infrastructure like a telephony-first CPaaS platform.
  • Need tools focused on enterprise-grade telephony performance, low-latency voice systems or custom telephony workflows.

What Matters Most in AI Voice Agents (Beyond the Basics)

1. Telephony Ownership vs. Vendor Stitching

Many AI voice tools rely on third-party telephony stitched together with AI layers. This often introduces latency, call drops and limited routing control at scale.

What to prioritize:

  • Built-in telephony with direct carrier connectivity
  • End-to-end control over call routing and quality
  • Fewer external dependencies

Plivo runs on its own global CPaaS and carrier-grade telephony stack, removing third-party voice dependencies.

2. Real-Time Performance (Latency & Uptime)

Voice conversations break down quickly when responses lag or calls fail. Sub-second latency and high uptime aren't "nice to have"—they're mandatory.

What to validate:

  • Sub-500ms voice response latency
  • 99.99% uptime or better
  • Real-time STT, TTS, and LLM orchestration

Plivo's vertically integrated Voice AI stack is designed for low-latency, real-time conversations on proven infrastructure.

3. Multi-Channel Context, Not Disconnected Bots

Leads move between calls, SMS, WhatsApp and chat. Treating each channel as a separate bot creates broken experiences and duplicate work.

What to look for:

  • Shared context across voice and messaging
  • Unified conversation history
  • Seamless handoffs between channels

Plivo supports multi-channel agents that share context across phone, SMS, WhatsApp and chat from a single system.

4. Integration Depth (CRM, Calendars, Workflows)

Voice agents don't operate in isolation. Without deep integrations, they become another silo your team has to manage.

Prioritize platforms that:

  • Read from and write to CRMs in real time
  • Trigger workflows during live calls
  • Integrate cleanly with calendars and support tools

Plivo integrates directly with CRMs and business systems, allowing agents to act on live data and update records automatically.

5. Built for Scale, Not Just Launch

Many tools work well for pilots but struggle under sustained call volume or multi-region deployment.

Ask:

  • Can this run continuously without degradation?
  • Are pricing and performance predictable as usage grows?
  • Will this still work when channels or regions expand?

Plivo's AI agents are built on infrastructure that already powers enterprise-grade voice and messaging at global scale.

FAQs

What's the fastest way to go live without breaking existing operations?

Start with a single, contained flow like after-hours inbound calls or instant lead callbacks. Connect your phone numbers, CRM and calendar, define escalation rules and launch! You can expand coverage once live data validates the flow.

How do I ensure voice quality doesn't feel robotic or laggy?

Voice quality depends on latency and telephony control. Platforms with integrated telephony and real-time STT/TTS orchestration keep responses sub-second, which is critical for natural conversations that callers don't hang up on.

How does the agent stay accurate and compliant with real estate data?

The agent should pull from a restricted, curated knowledge source (MLS, IDX, listings) and operate within defined guardrails. When questions exceed scope like pricing nuance, legal terms, fair-housing-sensitive topics, it escalates to a human automatically.

What happens when call volume spikes or multiple leads call at once?

Calls don't fail—they should queue. High-intent conversations can be routed to live agents, while others are qualified, scheduled or followed up asynchronously. Every outcome is logged so nothing gets lost.

How does this fit into my CRM and follow-up workflows?

The agent reads live CRM data during calls and writes outcomes back automatically in the form of notes, disposition, next steps and booked appointments. Your team picks up conversations with full context instead of starting from scratch.

Try Plivo Free

Curious how an AI voice platform performs in your workflows, not just in theory? Plivo offers a free trial account with credits so you can experiment with voice, SMS, WhatsApp and chat services before committing. When you sign up, you get trial credits, can add a phone number and start testing features like real-time voice interactions and multi-channel engagement using APIs or visual tools like PHLO. This lets you validate performance, integrations, and call flows with your actual data—all without upfront cost.

Plivo's trial lets you test core capabilities immediately, making it easy to see how quickly you can build, launch, and refine agents that handle calls, qualify leads and update systems in real time.

Get started with your free trial now and begin building your first agent today.

AI Voice Agents Infrastructure Hub
Jan 20, 2026
5 mins

Best AI Voice Agents for Customer Support and Service (2026): What to Deploy Now

Compare 10 AI voice agent platforms for customer support. Get a practical 30-day pilot framework, implementation workflow, and outcome-driven selection guide.

1) Plivo — The fastest path to production-grade AI voice agents for customer support

A recent Gartner survey found that most customer service leaders plan to explore or pilot conversational GenAI in 2025—making a clear, near-term mandate to deliver something that works on the phone channel, not just in chat. That's your cue to build a reliable voice front door with an AI agent builder platform designed for voice-first, omnichannel experiences.

Why Plivo is #1

Plivo is the AI agent builder platform that lets you build your way. Whether you're a business leader who needs to launch fast or an engineering team building custom workflows, Plivo meets you where you are. Start with no-code tools that let non-technical teams deploy agents in hours. Go deeper with low-code orchestration for more control. Or build from scratch with full-code frameworks that integrate into your existing stack. You're never forced into a single way of working.

What it does for you

Plivo's Voice AI stack is modular by design. Want speed? Use the fully integrated platform—STT, LLM, TTS, and telephony—pre-configured and ready to go. Want control? Orchestrate your agents using code with Plivo's Agentic STT models and Telephony, alongside your preferred LLM providers. Want just the connectivity layer? Use audio streaming or SIP trunking and bring everything else yourself. You decide where Plivo ends and your stack begins.

Underlying it all is a reliable, carrier-grade telephony platform that scales for enterprises—global PSTN/SIP connectivity, number provisioning and porting, call routing with failover, recording with consent, and clean human handoff with full context into your CRM or help desk.

Segment-by-segment fit

If you're SMB, launch fast with no-code tools that let you deploy agents in hours, plus a simple dashboard and connectors for Shopify and Calendly. If you're mid-market, use low-code orchestration for more control, with a modular stack that lets you use what you need—swap in your preferred LLM, STT, or TTS. If you're enterprise, build with full-code frameworks that integrate into your existing stack, plus a modular Voice AI stack to pick-and-choose what you need, governance features (RBAC, audit transcripts, data residency), and contact center integration for high availability and reporting.

Start with Voice, go everywhere

Voice is the hardest channel to get right—and it's where Plivo leads. But the same flexible building experience extends to WhatsApp, SMS, RCS, and Chat. Build once, deploy across channels, and meet customers wherever they are.

Suitable for

  • Fintech customer service: consent-first flows, secure keypad capture, dispute status, and callbacks.
  • Healthcare scheduling: multilingual intake, appointment changes, escalations with a summarized handoff.
  • Retail and logistics: order status, returns, delivery windows, and SMS/WhatsApp follow-ups.

No more choosing between a locked-in platform that's easy but limiting, or a DIY approach that's flexible but painful. Plivo gives you both—simplicity when you want it, depth when you need it.

Explore the Voice API, check pricing, review compliance, handle numbers & porting, browse case studies, or jump into the quickstart.

2) Google Dialogflow CX — Complex, branching flows without spaghetti

Key features

Dialogflow CX uses a flow-and-page model to capture state and branching, so you can manage multi-step intents like returns, warranty claims, and multi-factor verification without dozens of brittle intents. It supports voice and text and includes versioning, experiments, and test tools. For telephony, you can use partner gateways or SIP; for global reach, put Plivo at the edge and connect to CX.

Why it matters

Complicated support journeys need explicit state. CX gives you that structure. If your "Where's my order?" workflow forks based on identity checks, fulfillment method, and policy windows, you can keep logic readable and testable. CX also plays well with multilingual experiences and mixed initiative, so callers can change course mid-conversation.

Implementation steps

Start with a single high-volume journey and draw it as a CX flow. Add a fallback page with a short menu for noisy lines. Ground the bot in your knowledge base and order system, then add handoff rules. Put Plivo in front for numbers, routing, and recording consent, and pass summaries back to your ticketing system.

Suitable for

Teams with multiple brands or product lines, where branching grows quickly and consistency matters across regions.

3) Amazon Lex + Amazon Connect — AWS-first voice automation that ops can own

Key features

Lex handles the speech and NLU for voice and text. Connect adds the contact-center fabric: routing, IVR, call recording, and agent desktop. It's a natural fit if your data and apps live in AWS and security prefers IAM-managed access. For global numbers or bring-your-own carrier control, front with Plivo and route into Connect.

Why it matters

Staying inside AWS accelerates procurement, security reviews, and monitoring. You can call Lambdas for tool use, search knowledge with Kendra, and use Connect metrics and contact flows your ops team already knows. That shortens time to value and concentrates governance in one place.

Implementation steps

Define one call flow in Connect (ID&V → status lookup → handoff). Build Lex intents from your top FAQs. Add Plivo for number management, routing, and failover. Send summaries back to your CRM or help desk. Keep a barge-in plan for noisy environments and a keypad fallback for payment flows.

Suitable for

IT-led programs where AWS standardization, auditability, and a single pane of glass for monitoring are priorities.

4) IBM Watson Assistant — Governance-first deployments in regulated industries

Key features

Watson Assistant supports omnichannel conversations with documented security and governance options, including deployment paths designed for regulated workloads. If your risk office leads the decision, IBM provides clear guidance on audit logging, data handling, and architectural choices. Add Plivo to handle PSTN/SIP, call consent prompts, and compliant recording policies.

Why it matters

Financial services and healthcare teams often need auditability from day one. When you need clear data-handling boundaries and deployment models that align with internal controls, IBM's documentation and support track help you pass reviews without months of back-and-forth.

Implementation steps

Map your data-classification rules to Watson's deployment options. Keep contact recordings and transcriptions in your approved storage. Use Plivo's routing and consent prompts to standardize intake across regions. Summarize calls into your case system for full traceability.

Suitable for

Organizations with heavy compliance needs, strict data residency, or formal audit trails for every customer interaction.

5) Cognigy.AI — IVR modernization with fine-grained voice control

Key features

Cognigy combines a visual designer with a voice gateway that supports streaming ASR, interruptibility, and transfer control. It integrates with multiple speech providers and enterprise systems like SAP and Salesforce. This lets you tune barge-in sensitivity, error handling, and handoff cues rather than living with a one-size-fits-all IVR.

Why it matters

If callers still hear a menu tree, you're wasting time and goodwill. Cognigy helps you replace rigid menus with natural conversations and graceful escalation. You keep the levers you need—timing, sensitivity, fallback prompts—so the agent feels human, not scripted.

Implementation steps

Start with the two intents that create the most queue time. Set barge-in thresholds conservatively and widen them after you test in live traffic. Put Plivo at the edge to manage numbers, recording policies, and failover. Send summaries with disposition tags to your CRM.

Suitable for

Enterprises with legacy IVRs, high call volumes, and a clear need to reduce effort without ripping out the contact-center core.

6) Salesforce Agentforce — CRM-native service automation where your team works

Key features

Agentforce brings AI agents into the Salesforce console and data model. Your service team stays in the view they know, while the agent handles common intents, drafts summaries, and routes cases. Add Plivo for calling so every phone interaction lands in Salesforce with the right context.

Why it matters

When everything you need to resolve an issue already lives in Salesforce, keeping the agent there shortens integration time and improves analytics. Supervisors can coach on the same dashboard and review case summaries, while admins maintain clear governance over data and automations.

Implementation steps

Pick one queue with repetitive calls. Tie identity checks to account data and warranties. Keep a "press 0 for a human" fallback and make sure the agent passes a clean summary with next steps. Use Plivo for the phone edge so call recordings and consent are consistent across regions.

Suitable for

Service teams that treat Salesforce as the system of record and want automation to feel native—not bolted on.

7) Zoom Virtual Agent for Phone — A 24/7 receptionist and concierge

Key features

Zoom's Virtual Agent for Phone handles greetings, routing, and the most common requests. You train it from existing docs and site content, then turn it on for after-hours or full-time reception. It's built for quick wins like appointment scheduling, store hours, and simple status checks with transfers when needed.

Why it matters

If reception lines clog your switchboard, a front-door voice agent can deflect simple questions without new headcount. As you add skills, you can expand from triage to completing tasks. For broader reach, connect Plivo to add global numbers and transactional notifications via SMS or WhatsApp.

Implementation steps

Start with greeting, business hours, and routing. Add appointment booking next. Keep live-agent transfers one click away. If you outgrow the PBX perimeter, bring Plivo in to manage numbers and cross-channel follow-ups.

Suitable for

Single-number switchboards, high-volume reception desks, and teams that need a quick, always-on front door.

8) Sierra — Enterprise "autonomous" agents with category momentum

Key features

Sierra focuses on enterprise-grade AI agents for customer service with an emphasis on agentic workflows. The leadership and market traction give executives confidence to back bigger bets. If you're evaluating multi-channel automation with rigorous SLAs, Sierra is a credible short-list option. Plug it into Plivo for reliable telephony, recording consent, and global routing.

Why it matters

Momentum reduces perceived risk. When you need cross-functional buy-in, a vendor that's already in enterprise production helps. You still need the phone edge right: numbers, routing, and failover that won't buckle under peaks.

Implementation steps

Define two end-to-end journeys (e.g., ID&V + order update; returns approval). Keep human handoff one step away and capture every call summary in your case system. Instrument containment and transfers, then iterate weekly.

Suitable for

Large teams planning multi-channel agents and looking for vendor accountability with clear deliverables and timelines.

9) Tidio (Lyro) — SMB eCommerce chat that pairs well with voice

Key features

Tidio blends live chat, an AI agent, and eCommerce integrations. It's a practical way to resolve repetitive questions, free up your team, and capture intent while buyers are on your site. Add Plivo for a simple order-status line and SMS/WhatsApp updates so customers get answers by phone as well as chat.

Why it matters

eCommerce teams need fast coverage more than complex architectures. You can start with FAQs, then add checkout and account questions. When phone calls spike—promos, holidays—route a basic voice flow through Plivo and keep your agent consistent across channels.

Implementation steps

Load your top FAQs and shipping policies, add a returns flow, and set clear handoff rules. For voice, route a single Plivo number to a lightweight agent that authenticates by order ID and ZIP code, then offers a callback option during peaks.

Suitable for

Lean teams that want to reduce repetitive chat volume now and add phone coverage without standing up a full contact center.

10) Robylon — Multi-channel AI agents focused on support teams

Key features

Robylon specializes in AI-driven customer support across voice, chat, email, and messaging. It integrates with help desks like Zendesk and Freshdesk, supports multiple languages, and offers analytics dashboards designed for service leaders. It's a pragmatic fit if your help desk is the hub of your operation.

Why it matters

You want human-like conversations that escalate cleanly. Robylon's positioning around support workflows means your ticketing, SLAs, and dispositions stay intact. For reliable calling, use Plivo for numbers, routing, and recording consent so your phone channel matches the quality of your chat channel.

Implementation steps

Start with account updates and appointment scheduling. Ground the agent in your help-desk knowledge base and macros. Track resolution time and transfer reasons; refine weekly.

Suitable for

Mid-market support teams who want a focused system that plugs into existing help-desk processes and expands to voice without heavy lifting.

How to run a safe, high-signal pilot in 30 days

Define success first

Pick three metrics: containment, transfer rate, and average resolution time. Write a one-line target for each and a go/no-go threshold. Everyone should know what "good" looks like before you take your first call.

Start with narrow, high-volume intents

"Where's my order?", appointment changes, returns, account updates. These are predictable, frequent, and measurable. Script your handoff sentence so agents never start from zero.

Build the right guardrails

Add a consent prompt, a keypad fallback for sensitive inputs, and a short backup menu for noisy environments. Keep the escalations simple: one route for billing, one for everything else.

Ground every answer

Connect the agent to your CRM/help desk and knowledge base. If the answer doesn't exist in your source of truth, escalate. Summarize every call into the ticket with disposition and next steps.

Iterate weekly

Review 20 call transcripts together. Fix the top three friction points. Update prompts and knowledge. Ship changes. Repeat.

FAQ

What's the fastest way to launch a voice agent without changing my stack?

Keep your telephony and routing on Plivo, connect your preferred conversation engine, and ground it in your CRM/help desk and knowledge base. Start with one number, one intent, and a simple fallback.

How should I measure success in the first 30 days?

Track containment, transfer rate, and resolution time. Listen for barge-in moments and interruptions—they reveal prompt and timing issues that you can fix quickly.

How do I implement consent, recording, and PCI/PHI safely?

Play a clear consent prompt before any recording. Use keypad input for payments or sensitive data. Store recordings and transcripts in approved systems and keep audit logs.

When is Dialogflow CX better than Lex, IBM, or Cognigy?

Choose CX for complex branching flows and multilingual journeys; Lex when your team standardizes on AWS; IBM when governance and deployment control are paramount; Cognigy when you're modernizing IVR with fine-grained voice settings.

How do I handle accents, noise, and barge-in in production?

Use a robust ASR, tune your barge-in sensitivity, and keep a keypad fallback. Test in noisy environments and shorten prompts. Summaries help human agents pick up without asking callers to repeat themselves.

Conclusion: Build the voice edge once, then scale what works

A measured result to anchor ROI. McKinsey reported that, at one company with thousands of agents, applying generative AI raised issue resolution and lowered handling time—small percentage gains that compound into real savings at scale. That's the kind of lift your leadership expects—and the reason to start with a focused pilot that moves one metric.

Bring your "brain" of choice, but keep the phone edge on Plivo so every call connects, every consent is captured, and every handoff carries context. Define three KPIs, pick one journey, and go live with a human fallback. Review transcripts weekly, then scale to the next two intents.

Ready to hear what real-time voice feels like? Build your agent or talk to an expert today.

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!

Subscribe to Our Newsletter

Plivo’s cloud communications platform is backed by a robust, reliable, fault-tolerant.

Thank you for subscribing. Read some of our amazing customer stories.
Oops! Something went wrong while submitting the form.
Mar 7, 2025
5 mins

How to Drive Immediate Sales with Flash SMS Promotions

Increase sales instantly with flash SMS promotions! Learn how to send high-impact, urgent flash messages that grab attention and drive conversions.

SMS Marketing

As the evening winds down, what's better than a game of your favorite sport? Maybe some badminton?

During your break while playing, you check your phone. A message instantly pops up—not stored in an inbox, not a push notification you can swipe away, but a flash SMS.

It’s a limited-time deal on the badminton shoes you’ve been eyeing, expiring in two hours. You tap the link and complete your purchase.

This is what flash SMS can do—capture attention, create urgency, and drive immediate action. Unlike regular SMS, it ensures that time-sensitive promotions don’t go unnoticed.

So, how do you send a flash SMS that delivers results?

In this article, we’ll cover the key steps to creating a high-converting campaign and best practices for crafting compelling messages.

How do flash SMS promotions work?

Flash SMS, or Class 0 SMS, is a unique text message that instantly pops up on the recipient’s screen without needing to be opened, ensuring immediate visibility. 

Businesses use flash SMS promotions to send urgent, action-driven messages via an SMS platform, making it ideal for time-sensitive promotions. Unlike regular SMS, it bypasses the inbox, grabbing attention and prompting quick customer action.

 Image showing a Flash SMS popping up on a smartphone screen.
Flash SMS ensures immediate visibility, bypassing the inbox for quick customer action.

Since the message stays on-screen until dismissed, customers are more likely to click, redeem offers, or complete purchases quickly.

Here’s how flash messages work:

  • Instant visibility: The message pops up on-screen as soon as it’s received
  • No inbox clutter: Flash SMS does not get stored unless the recipient actively chooses to save it
  • High engagement: Since the message must be dismissed manually, it grabs higher engagement than standard SMS

Use cases for flash sms

Businesses across various industries use them to engage customers, increase sales, and send critical alerts. Below are some key use cases of flash SMS:

1. Flash sales and limited-time discounts 

When running limited-time sales, every second counts. You can instantly inform customers about time-sensitive promotions, prompting quick actions.

Example: A fashion brand running a two-hour sale sends:
"🚀 50% OFF for 2 hours! Tap now before the deal ends → [link]"

2. Urgent alerts and real-time updates

Customers need instant updates for important service changes, like order confirmations, delivery delays, or security alerts. Organizations can use flash SMS to send critical information that requires immediate attention.

Example: A payment service provider sends:
"⚠️ Suspicious login detected on your account. Click here to verify or secure your account → [link]"

Since the message stays on-screen until dismissed, customers take action immediately.

For instance, T-Mobile tested sending emergency alerts via satellite to ensure users receive vital information even when off the grid.

3. Exclusive VIP offers for loyal customers

Brands can reward their most loyal customers with exclusive deals or early access to new products via flash SMS. By sending time-sensitive, personalized offers directly to their screens, businesses can build stronger relationships and increase customer retention.

Example: A cosmetics brand launching a new product line sends:
"💎 VIP early access! Get first dibs on our new collection before anyone else → [link]"

How to set up a high-converting flash SMS campaign

Flash SMS campaigns can deliver higher conversions when executed strategically. Follow these key steps to maximize every message's impact and drive measurable results.

Step 1: Define your campaign goal

Before sending out any messages, clearly define the objective of your campaign. A well-defined goal ensures that your messaging is focused, relevant, and aligned with your business needs.

Are you aiming to:

  • Increase sales through a flash sale or limited-time discount?
  • Increase engagement with VIP offers or event reminders?
  • Create urgency with time-sensitive updates or alerts?
Flash SMS works best when:
✅ You need immediate engagement (e.g., flash sales, limited-time discounts)
✅ Your brand wants to stand out in crowded inboxes and notifications
✅ Your audience responds well to urgent, short-form marketing

However, frequent overuse can lead to customer fatigue, so use flash SMS strategically.

Step 2: Build a targeted audience list

Not all customers respond the same way to promotions. To maximize conversions, segment your audience based on:

  • Purchase history: Previous buyers, high-value customers, or first-time shoppers
  • Engagement level: Subscribers who interact with past SMS campaigns
  • Location & timing: Send messages at optimal hours based on customer time zones

By sending personalized, relevant messages, you increase the likelihood of engagement and action.

Step 3: Craft a clear & actionable message

Since flash SMS messages appear directly on the screen and are not stored, your message must be clear and action-driven.

  • Keep it under 160 characters: No room for fluff!
  • Use urgency-driven words: “Hurry!,” “Limited time,” “Only today”
  • Include a strong CTA: “Shop now,” “Claim your deal,” or “Reserve your spot”
Example messages:
🚀 FLASH SALE! 40% OFF sitewide for 2 hours only! Shop now → [link]
EXCLUSIVE! VIP early access to our new collection. Tap to shop → [link]

Step 4: Optimize timing & frequency

Flash SMS works best when timing aligns with customer behavior and purchasing patterns. Sending messages too early or too late can reduce effectiveness, while poorly timed promotions may go unnoticed. 

Consider:

  • Peak activity hours: Send messages when customers are most likely to engage (e.g., lunch breaks, evenings)
  • Urgency-based timing: Align messages with last-minute reminders for ongoing sales
  • Avoiding spam: Sending too many messages can lead to opt-outs. Balance frequency for maximum impact

Step 5: Choose a reliable flash SMS platform

A successful flash SMS campaign requires a robust SMS marketing platform that can handle high-volume messaging with zero delays. 

Prioritize an SMS provider that offers instant message delivery, automation features, and real-time analytics to optimize performance and engagement.

When evaluating a platform, look for:

  • High delivery speed: Messages should appear on the recipient’s screen immediately to create urgency
  • Advanced analytics: Real-time tracking of open rates, click-throughs, and conversions helps measure success
  • Automation capabilities: Features like scheduling, segmentation, and personalized messaging improve efficiency
  • Regulatory compliance: Ensure the platform adheres to SMS marketing laws and offers opt-in/opt-out functionalities

A well-equipped flash SMS platform can maximize the impact of your campaign by delivering messages at the right time to the right audience. 

Step 6: Test & measure performance

You need to continuously optimize flash SMS campaigns for better results. Track key performance metrics like:

  • Open rates: How many recipients saw the message immediately?
  • Click-through rates: Did users take action on the link provided?
  • Conversion rates: How many purchases or sign-ups resulted from the SMS?

A/B testing different messages, timing, and CTA variations can help refine your campaign for even better results.

Step 7: Ensure compliance 

To maintain trust and legal compliance, follow SMS marketing regulations, such as:

  • Obtain user consent before sending promotional messages.
  • Provide an opt-out option (e.g., “Reply STOP to unsubscribe”).
  • Avoid misleading content or overly aggressive messaging.

Best practices to maximize flash SMS conversion rates

A high-impact flash SMS campaign requires careful planning, targeted messaging, and real-time optimization. By following best practices, you build customer trust while ensuring long-term engagement:

Personalize messages for higher engagement

Flash SMS grabs attention instantly, but driving action requires relevance and urgency. Personalization in SMS is a proven strategy for higher engagement. 

Customers are 90% more likely to complete a purchase after receiving a personalized SMS.

Why it works: Personalized SMS messages make recipients feel valued and increase their likelihood of acting on the offer.

Example: "Hey Alex! Your exclusive 20% off coupon expires in 2 hours. Don’t miss out! Shop now 👉 [link]"

How to do it:
  • Use the recipient’s first name to create a sense of familiarity
  • Reference previous purchases to suggest relevant offers
  • Offer exclusive discounts to repeat customers

Keep the message urgent and actionable

A well-timed flash SMS pushes customers to act on the spot. The key is to create a sense of urgency that makes hesitation feel like a missed opportunity.

Why it works: When customers see an offer that won’t last or an exclusive deal with limited availability, they’re more likely to act fast.

Examples:
"Only 50 spots left! Claim your exclusive VIP deal now → [link]"
"Deal ends in 2 hours! Shop now before it’s gone → [link]"

How to do it:
  • Use countdowns to emphasize urgency ("Only 10 t-shirts left!)
  • Highlight limited stock to create scarcity ("Deal ends in 1 hour!")
  • Add words like "Hurry," "Only," "Last chance," and "Expiring soon" to drive immediate action.

Ensure a good mobile experience

Flash SMS with a poorly optimized landing page can break the conversion flow. More than 58% of website traffic comes from mobile devices. If your landing page doesn’t load quickly or is difficult to navigate, they’re likely to abandon the purchase.

How to do it:
  • Optimize landing pages for fast loading speeds (aim for under 3 seconds)
  • Use a clear, single CTA button to drive instant action
  • Ensure the checkout process is seamless on mobile devices

Monitor performance and optimize campaigns

Even the most well-crafted flash SMS campaigns need ongoing optimization to maintain high conversion rates. 

Real-time tracking helps identify what’s working, whether it’s the messaging, timing, or audience segmentation—so businesses can fine-tune their approach.

Optimization strategy:

  • Test different CTA formats (“Shop Now” vs. “Claim Your Deal”)
  • Adjust send times (lunchtime vs. evening)
  • Segment audiences based on engagement history
Key metrics to track:
  • Open rates – How many recipients viewed the message?
  • Click-Through Rates (CTR) – How many clicked the link?
  • Conversion rates – How many completed a purchase?

Why businesses trust Plivo CX for high-impact flash SMS campaigns 

Remember the badminton break scenario? 

A flash SMS offer appeared instantly, grabbing attention and leading to an immediate purchase—no inbox clutter, no delays, just action. Now imagine that same impact at scale, reaching thousands of customers and ensuring every time-sensitive promotion is seen and acted on at the right moment.

That’s where Plivo CX comes in. Running a high-impact flash SMS campaign requires more than just sending messages—it demands precision, automation, and real-time tracking to drive results.

As a robust omnichannel SMS marketing platform, Plivo CX provides businesses with instant message delivery, real-time tracking, and advanced automation to drive immediate customer action. With data-driven insights, businesses can optimize their flash messaging for maximum engagement and conversions.

Here’s what Plivo CX can do to your SMS marketing campaign:

  •  E-commerce integrations: Connect with e-commerce platforms like Shopify, WooCommerce, BigCommerce, and Magento to personalize and send SMS directly from your e-commerce system.
  • Send messages at the perfect moment: Automate and schedule messages at optimal timings across time zones to ensure your messages reach customers at the perfect moment for maximum impact.
Image displaying an automated SMS at different times.
Automate and schedule SMS to ensure timely delivery across different time zones.

  • Leverage customer browsing behavior: Plivo CX uses session data to send personalized product recommendations and time-sensitive offers based on customer interests. This leads to higher engagement and conversions.
  • Instant campaign alerts: Keep customers engaged with timely updates on product launches, flash sales, restocks, and new arrivals. Sending real-time alerts ensures they never miss out on exclusive, limited-time offers.
Image showing an SMS campaign announcement for a flash sale.
Keep customers informed about launches, sales, and restocks.
  • Create high-impact SMS with AI: With our Copywriter AI feature, generate compelling SMS messages instantly using pre-built templates and smart suggestions. This improves SMS deliverability.
Image showing AI-generated SMS message template.
Create high-impact personalized SMS with AI-powered suggestions.
  • Customer segmentation: With Plivo CX’s Audience feature, leverage purchase history, spending habits, and engagement data to segment customers and send targeted SMS.
 Image showing customer segmentation based on purchase history.
Target the right audience with data-driven segmentation.

With Plivo’s premium carrier network spanning 220+ countries, businesses can deliver SMS instantly and at scale, reducing costs by up to 70% while tripling ROI. 

On average, Plivo CX users generate $71 for every $1 spent, making it a powerful customer engagement tool for high-impact, time-sensitive messaging.

Maximize the impact of your time-sensitive SMS campaigns with a platform built for speed, precision, and engagement. Schedule a free demo today!

Mar 7, 2025
5 mins

How eCommerce Businesses Can Send SMS Order Updates | How to + Templates

Get a detailed step-by-step guide to creating SMS Order Updates with practical tips and templates.

SMS Marketing

Not knowing their order shipping status is quite frustrating for any online shopper, especially for time-sensitive orders. Order SMS updates are crucial to maintain trust and improve customer experience. 

In fact, 83% of shoppers look for regular text updates about their order shipping status. 

In this post, we will share a step-by-step guide covering the type of SMS order updates, how to set it up, and best practices for effective implementation.

Type of effective SMS order updates

Regular SMS alerts/reminders at different stages are crucial to keep customers engaged. Here are the main stages that you must cover: 

1. Order confirmation

The first step is to send an order confirmation SMS as soon as the order is placed. This gives the customer reassurance that the order is confirmed. 

This message typically contains the customer name, order number, and product name. You can also provide some basic details on shipping or estimated delivery time in this message. 

Order confirmation SMS template

Hi [Customer Name],  Your order #[Order Number] for [Product name] is confirmed. Your order will be shipped soon, and we'll send you a tracking link once it's on its way. If you have any questions, feel free to reach out. Thanks for shopping with us!

2. Shipping update

You can send a shipping update once the order is dispatched. This message usually contains the order number, product name, tracking link, and expected delivery date. 

This proactive SMS ensures that customers are not left wondering where their order is. 

Shipping update SMS template

Hi [Customer Name],  Your order #[Order Number] for [Product name] is shipped and is expected to be delivered by [Expected delivery date]. Track it here [Tracking link]. 

3. Delivery update

A delivery update is sent once the product is out for delivery. This message helps consumers plan their availability to receive the product. 

This typically contains the order number, product name, and estimated delivery time.

Delivery update SMS template

Hi [Customer Name],  Your order #[Order Number] for [Product name] is out for delivery by [Time window].  If you have any questions or concerns, feel free to contact us at [Customer support number].

4. Delivery confirmation

A delivery confirmation SMS is sent after the order is delivered. It often includes a link with a feedback form or support number to contact in case of any issues. 

Delivery confirmation SMS template

Your order #[Order Number] of [Product name] has been delivered successfully. We hope you enjoy your purchase! Please share your delivery experience [Delivery feedback]. If you have any questions or concerns, contact customer support at [Customer support number].

How to set up automated SMS order updates

Here is a step-by-step guide to creating a reliable automated SMS update system: 

1. Choose an SMS marketing platform

The first step is to choose an SMS marketing platform to deliver the messages. Some key considerations to decide on an SMS marketing platform are:

  • Can the platform be integrated with your eCommerce store?
  • Is the pricing in your budget?
  • Does the platform allow setting up automated SMS workflows?
  • Is the SMS deliverability high and reliable?

2. Integrate with eCommerce platform

Once the SMS platform is finalized, you can integrate it with your eCommerce store. This integration will give the SMS platform access to the required data to send order updates. 

3. Set up automated SMS messages

Post integration, you define automated workflows to send messages when a new order is placed or the status changes of any existing order. In these automated workflows, you can set up trigger events and respective messages for the trigger. These trigger events would be:

  • Order placed
  • Order shipped
  • Order out for delivery
  • Order delivered

The platform will automatically send messages whenever a trigger hits.

4. Test and refine messages

You can track the key metrics to optimize your SMS updates further. These metrics can mainly be open rate or click rate.

Best practices for implementing SMS order updates

Follow these best practices to design effective SMS order updates:

1. Cover all order stages

Provide clear and consistent communication throughout the entire order process, from order confirmation to shipping and delivery, so customers are always aware of their order's status.

2. Keep the message concise and relevant

Customers want a quick note, so keep the message crisp with necessary details (Order number, estimated delivery date, tracking link).

3. Personalize message

For a better experience, personalize the message with specific customer/order information. 

For instance, don't just mention the order number in the message. Instead, add the product name so customers are aware of which order you're talking about in the message. 

4. Use a reliable SMS provider

You cannot afford poor deliverability in order status SMS. Imagine sending an order confirmation promising a shipping link upon dispatch, only for that crucial shipping update to go undelivered. 

That's not the type of experience customers expect, nor does any eCommerce platform want to deliver. This inconsistency frustrates customers and reflects poorly on your brand. To avoid such issues, you can choose an SMS provider with high deliverability. 

5. Add branding to SMS

Add brand details to SMS so customers can immediately recognize the brand. Some branding elements can be:

  • Register your business name as the sender ID rather than using a general long code number
  • Create brand voice guidelines for consistent tone and style for messages
  • Start or end messages with your brand name

Send SMS order updates on autopilot with Plivo CX

Plivo CX simplifies SMS marketing for eCommerce businesses. Our no-code journey builder allows you to automate order updates easily.  

Seamlessly integrate Plivo CX with Shopify, and then you can create automated SMS order update workflows using a drag-and-drop interface – no coding required.

Plivo CX Journey feature

Apart from the effective journey creation, Plivo CX also supports:

✅Getting customers to opt-in

Segmenting subscribers

✅Creating campaigns with in-built templates and AI copywriter

Scheduling marketing campaigns with AI assistance

Launching ad-hoc campaigns with ease

✅Building reports of campaigns

You get an end-to-end solution that also complies with all industry and government regulations. 

Further, we do not rely on external carriers and use our internal premium carrier network. This capability enables you to send messages to over 220 countries/territories with higher deliverability for as little as $0.0065

The best thing is, you can easily cut your SMS marketing costs by up to 70%.

Want to create SMS order updates campaigns quickly? 

Schedule a demo today to explore the powerful features of Plivo CX.

Mar 7, 2025
5 mins

Customer Service Burnout

Customer service burnout decreases team productivity, increases agent turnover, and can cause a dip in ROI. Here’s how to prevent it.

Customer Service

You might not realize it, but these subtle signs could mean you're experiencing burnout at work:

  • 🤔 The “huh” exclamations when a new query ping comes in
  • 😤 Getting easily irritated by almost anything
  • ⚠️ Making routine mistakes that could normally have been avoided
  • 📢 Raising your voice at customers
  • 😐 Feeling unenthusiastic when handling customer queries
  • 🏢📉 Reduced engagement levels, even while in the office

According to WHO, these signs of customer service burnout can also lead to chronic stress that spells doom for employee wellbeing. Picking these pointers up early can help minimize damage to your business and agents.

In this article, we’ll discuss the causes of customer service burnout, its impact on your business, and how to reduce or avoid it with AI.

Causes of customer service burnout

According to a 2022 McKinsey report, one in four employees experiences burnout. For customer support teams, this is usually a result of ticket overload, handling many of the same tasks every day, inadequate resources and support, and a toxic work environment.

High ticket loads due to rapid scaling

Scaling is essential for every business. 

However, it becomes problematic when your team size and resources remain the same. Imagine managing over a thousand queries, up from a few dozen per day, with just five agents. That means each agent has to handle about 200 tickets every day, compared to the previous 20.

This increases the workload and pressure on your team, even if the salary is appropriate. Your agents exhaust themselves to meet a set target, which leads to burnout in the long run. 

Graph showing the leading causes of burnout both at work and home
Excessive workload is a leading cause of burnout

Handling repetitive tasks

Customer service may seem routine, but the daily tasks can quickly become overwhelming:

  • Responding to routinely asked questions
  • Processing refunds
  • Escalating complaints to a higher level
  • Manually updating customer details
  • Retrieving customer data
  • Managing order status inquiries

First, these repetitive tasks gulp 10% to 25% of your agent’s productive time. Moreover, constantly handling the same inquiries without variety or meaningful engagement makes the job feel monotonous and mentally exhausting. 

Over time, this lack of stimulation can reduce motivation, increase stress levels, lead to burnout, and eventually impact the quality of customer interactions.

Inadequate technical support and training

Untrained or improperly trained agents struggle to handle customer queries effectively, leading to frustration, stress, and a feeling of being overwhelmed. 

When agents feel overwhelmed, their performance suffers, creating a ripple effect: customers become frustrated due to poor service, and overall satisfaction declines. 

Agents, already struggling to keep up, may face backlash from both frustrated customers and unsympathetic management. Over time, this cycle of stress, blame, and dissatisfaction erodes morale and also causes burnout.

At the same time, inadequate or outdated support tools and AI-powered technical solutions mean your agents have to execute most tasks manually. This results in human errors, repetitive tasks that become monotonous, and inefficiency in delivery.

Toxic work culture and environment

Work culture becomes toxic when unrealistic expectations, a lack of recognition and appreciation for milestones met, illegal demands for overtime, unhealthy cutthroat competition fostered by the company, and poor team communication lead to disputes.

These reasons also contribute to a toxic work environment and workplace tension, which inevitably causes burnout.

Impact of customer service burnout on organizations

According to Gallup's often-cited burnout report, 76% of employees experience burnout occasionally, and 63% are more likely to take sick leave because of this.

Chart showing the percentage of employees that experience burnout
76% of employees experience burnout on the job at least sometimes

But burnout affects more than just your agents. It can also affect your company, often manifesting as decreased team productivity, increased staff turnover, customer dissatisfaction, and declining ROI.

Decreased productivity and morale

Burnout keeps your employees from their best, with many of them spending more time on a task than usual or getting stuck in a cycle of customers’ frustrated complaints. 

This is even more prevalent in younger employees, according to meQ. Under-30 employees are 62% more likely to report stress-impaired productivity than older employees older than 60.

When a significant number of your first-line support staff members break down under stress, others who are not affected by burnout have to step in to handle deficits. They eventually become overwhelmed as well, and the cycle continues until the whole team’s productivity and work morale take a significant dip.

Increased staff turnover

Chronic stress results in increased sick leave and absenteeism from work. But it can trigger worse outcomes—staff turnover. 

In a study conducted by UKG, one-third of affected GenZ employees may resign. Agents in the millennial age group are also likely to opt in for stability over continuous work strain on their mental health, and this often means quitting.

Increased staff turnover creates a void in your support team’s structure, leading to heavier workloads for the remaining agents and declining service quality. As experienced employees leave, valuable knowledge and expertise are lost, forcing your HR team to train new hires who may struggle to keep up constantly.

Customer dissatisfaction

A highly stressed customer service team and burnout support reps will provide subpar support. This can take the form of delayed response times, unsatisfactory resolutions, or aggressive communications between your service rep and a customer, resulting in poor service delivery and a bad customer experience.

65% of customers switch to another brand after a bad experience, so burnout ultimately increases your customer turnover rate.

Declining organizational ROI

High staff and customer turnover, recurring training and onboarding costs, and increased customer acquisition costs increase avoidable expenses. A recent Gallup analysis also shows that absenteeism can cost businesses $340 per employee per missed workday.

But besides the expenses, every customer lost as a result of agent burnout means lost revenue. Customers with bad experiences also write bad reviews that can damage your reputation and prevent other prospects from patronizing your business. 

Avoiding this is crucial, given that four in ten consumers use online reviews as their main channel of finding a product or even buying.

 Image depicting the channels customers use for researching brands online
Consumer reviews rank third after search engines and social networks as the most preferred channels for researching brands online

Reducing burnout in customer support: 4 effective ways

Reducing burnout among your customer support team members can help boost staff retention, improve service delivery, and scale your ROI. Let’s talk about four ways to do that.

1. Recognize the warning signs and causes 

Burnout often goes unnoticed at workplaces, and your agents might not bother talking about it because they don’t want to risk their jobs. So, it’s crucial to recognize the subtle signs, such as decreased productivity, routine mistakes, exhaustion, disengagement, and a lack of motivation.

Frequent clashes with other support reps or customers are also a pointer. Instead of being critical, step in to understand why and implement measures to address them, including providing time off if necessary.

2. Create a feedback chain between the team and organization leaders

Design a system that allows your agents to report factors that predispose to burnout like excess ticket allocations or unrealistic performance expectations. This could be a monthly survey, digital feedback integrated with every employee’s dashboard, and traditional office boxes. 

The feedback should also be optionally anonymous to avoid job threats from indicted employees, including team leads and managers. Review each entry carefully and respond to your support team. You can also host bi-monthly review sessions or open spaces to collect live feedback and make your agents feel heard.

3. Establish a healthy working environment and culture

Identify factors such as unrealistic expectations, lack of recognition and appreciation for milestones met, illegal demands for overtime, unhealthy cut-throat competitions, and eliminate them. 

Create a gamified reward system which recognizes and appreciates your agents for every milestone crossed. For instance, if an agent resolves ten complex queries on a streak without any callbacks from customers on the same issue, that deserves a shoutout or a monetized reward. 

Address overtime and moderate expectations—your agents are humans, not bots. Also, build a healthy culture by introducing engaging off-work activities such as team outings, wellness programs, casual game nights, and mindfulness sessions. 45% of employees say vacations work for them. 

Engaged employees are 71% less likely to experience burnout.

4. Moderate workload per agent as much as possible

Scale your customer support team according to your business needs. The more customers you onboard, the more queries you will receive and the more hands you will need to handle them. 

Most importantly, recognize that each agent has a different capacity for handling complaints—so avoid setting a fixed, one-size-fits-all quota. A better approach is to assess each agent’s past productivity based on their previous performance data. Use this information to assign workloads more effectively, ensuring that agents are neither overwhelmed nor underutilized.  

AI solutions for customer service burnout

Effective utilization of solutions integrated with AI in customer service helps eliminate burnout proactively and boosts productivity by up to 66%. Let’s see how it works.

1. Integrate Chatbots to handle routine requests

AI-powered chatbots can manage routine L1 tasks such as processing order status inquiries, resetting passwords, answering recurring questions, handling basic troubleshooting, updating account details, and guiding customers through simple self-service options. 

This prevents ticket overload and helps your agents focus on managing a few complex requests that bots cannot handle.

As an omnichannel customer service platform with several AI-powered features, Plivo CX offers an OpenAI-powered self-service chatbot. It is designed to take the pressure off your team, escalate difficult queries to agents, and reduce time to resolution.

Image showingImage showing Plivo's AI chatbot in action Plivo's AI chatbot in action
Enhance customer support with AI-driven self-service solutions for instant query resolution.

2. Use a routing system to assign tickets to appropriate agents

AI-driven routing systems intelligently assign tickets to the right agents by analyzing customer data, agent availability, performance metrics, and the complexity of the query. This helps to reduce burnout by ensuring that workloads are distributed fairly and preventing individual agents from being overwhelmed with difficult or excessive tasks.

Plivo CX offers a powerful automation workflow builder to help you design skill-based routing pathways, which ensures tickets are routed to appropriate agents, in addition. Plivo CX’s in-app customer service solution utilizes customer data to allocate live chats to your support team members.

Image showing Plivo CX’s workflow builderCaption:
Streamline workload distribution by designing skill-based and data-driven routing workflows

3. Employ GenAI to assist agents

There are moments when you’re stuck and unsure of how to respond to a customer, particularly during peak hours when there’s an influx of customer queries. 

Generative AI leverages existing data to curate a relevant reply, which your agents can modify if necessary and send right away. By reducing response time and cognitive load, GenAI thus minimizes stress, prevents decision fatigue, and helps agents stay focused—ultimately reducing burnout.

You can use solutions like Plivo CX’s in-app customer service, which equips your agents with the best snippets to use every time and enables them to give quicker, more accurate responses.

Image showing Plivo CX’s in-app customer service solution
Employ GenAI to avoid getting stuck and deliver the best responses

Reduce customer service burnout with Plivo CX

Plivo CX’s in-app customer service solution lets you seamlessly integrate AI-powered chatbots into your apps. This bot reduces burnout by automating routine and monotonous requests so your agents can focus on core customer inquiries. 

With a built-in data-routing feature, your chatbots can efficiently escalate and assign live chats to the most suitable agents, ensuring fair distribution and accelerating resolution times.

Image showing Plivo CX’s in-app customer service solution
Employ GenAI to avoid getting stuck and deliver the best responses

Plivo CX also offers:

  • Unified communication: Manage all customer conversations across channels like email, voice, SMS, WhatsApp, and live chat from a single, intuitive dashboard.
  • Effortless workflow design: Visually build custom workflows and automation with a drag-and-drop interface, no coding required.
  • Seamless integrations: Connect Plivo CX service with your existing tools, including CRM, ERP, helpdesk, and homegrown systems.
  • Data-driven optimization: Track real-time analytics and generate custom reports to gain insights into customer interactions and agent performance.
  • AI-enhanced efficiency: Prioritize urgent tickets, ensure brand consistency, provide timely updates, and adapt quickly to changes with AI-powered support and proactive service.
  • Rich communication: Enhance interactions with multimedia support, including images, videos, and documents.
  • Increased productivity: Streamline workflows with message templates, internal notes, and skills-based routing.
  • Comprehensive features: Leverage call recording and barge-in for agent coaching, customizable IVR, multi-language support, and robust security features.

To learn more, book a demo now!

Feb 28, 2025
5 mins

Guide To SMS Delivery Reports

Learn how SMS delivery reports work and why they matter. Know about the best practices to improve engagement and SMS campaign performance.

SMS Marketing

Every SMS marketing campaign depends on a singular, fundamental factor—successful message delivery. Businesses rely on SMS to engage their audience effectively, whether it’s a promotional offer, a transactional update, or an appointment reminder. 

But what happens when a message doesn’t reach its intended recipient?

SMS delivery reports provide critical insights into message status, helping businesses track success rates and optimize their communication strategy. 

With global A2P (application-to-person) SMS revenues projected to reach $78 million by 2027, understanding delivery trends is more crucial than ever.

In this article, we’ll break down how SMS delivery reports work, the key insights they offer, common reasons for delivery failures, and best practices to improve SMS deliverability. 

How do SMS delivery reports work?

An SMS delivery report (DLR) is a status notification that confirms whether a sent message has been successfully delivered to the recipient's device.

These reports provide real-time updates on the status of messages sent and help businesses track whether their messages are successfully delivered, pending, or failed. They offer key insights to optimize SMS marketing and customer communication.

Imagine an e-commerce store sending an order confirmation SMS to a customer. If the message is marked as "Delivered," the store knows the customer has received it. However, if the status shows "Failed" or "Pending," they can investigate—was it a wrong number, carrier issue, or the recipient’s phone turned off? 
With this insight, the business can resend messages, update contact lists, or optimize delivery times to ensure critical updates reach customers efficiently.

For businesses relying on SMS for engagement, SMS delivery reports serve as a performance checkpoint, ensuring messages reach their intended recipients. 

By analyzing these reports, companies can refine their messaging strategies, improve deliverability, and enhance customer interactions.

Key insights from SMS delivery reports

Each SMS sent goes through a verification process that determines its final status. By understanding the different delivery statuses, businesses can fine-tune their SMS strategies for better engagement and higher conversion rates.

Here’s what the different SMS delivery reports indicate:

1. Delivered ✅

  • The message has successfully reached the recipient’s mobile device
  • Indicates a functional phone number and a network that accepted the message

2. Failed

  • The message could not be delivered due to issues like:
    • Invalid or deactivated phone number
    • Network errors or carrier restrictions
    • The recipient’s phone being switched off for an extended period
  • Businesses should monitor failed messages to clean contact lists and improve targeting

3. Pending ⏳

  • The message is still in transit and waiting for a final status update
  • Common reasons include:
    • Temporary network congestion
    • The recipient’s device is turned off or out of coverage
    • Carrier delays in processing the message
  • Pending messages may eventually be delivered or fail depending on network conditions

4. Rejected 🚫

  • The message was actively blocked by the carrier or recipient’s device
  • Possible reasons:
    • The recipient is on a Do Not Disturb (DND) list
    • The carrier has spam filters that flag the message
    • The recipient manually blocked SMS from the sender
  • To minimize rejections, businesses should comply with SMS regulations and ensure recipients have opted in

5. Unknown ❓

  • The final delivery status could not be determined
  • Possible reasons:
    • No response from the recipient’s carrier
    • The message was sent but the carrier failed to report its status
  • Since unknown statuses can create uncertainty, businesses should monitor trends and optimize their SMS routing strategy

Why SMS delivery reports matter:

  • Helps businesses identify delivery issues and improve audience targeting
  • Ensures higher SMS engagement rates by removing inactive numbers
  • Enables businesses to adjust message content to avoid spam filters

By analyzing SMS delivery reports, businesses can gain a data-driven advantage in their SMS campaigns. This ensures higher deliverability and reduced SMS delivery failures.

Common reasons for SMS delivery failures

Even with a reliable SMS gateway, some messages fail to reach recipients due to various reasons. Here are the most common issues:

Failure reason Description How to fix it
Invalid phone numbers The number doesn’t exist or is incorrectly formatted Validate numbers before sending
Carrier restrictions Carriers block messages due to spam filters or regulations Avoid using flagged words and follow compliance
Do Not Disturb (DND) lists Recipients have opted out of SMS communications Ensure opt-in consent before sending messages.
Network issues Poor signal or temporary carrier downtime Retry sending later if the recipient is reachable
Blocked by recipient The user manually blocked messages from the sender Respect opt-outs and maintain a clean contact list

How to use SMS delivery reports for better engagement

Businesses can optimize messaging strategies by analyzing delivery report data. Here’s how you can use SMS delivery reports strategically to refine your engagement tactics:

Fixing failed message issues

If your delivery reports show a high percentage of failed messages, it’s a clear sign that something needs fixing. Monitoring these reports helps businesses identify patterns and address issues like invalid numbers or carrier restrictions.

96% of consumers have felt annoyed by SMS marketing messages, which can lead them to block senders or mark messages as spam, further reducing deliverability. Regularly reviewing delivery reports ensures your messages don’t get lost in spam filters.

Sending messages at the right time

Timing directly affects SMS engagement and deliverability. Analyzing delivery reports helps identify when recipients are most likely to respond. Messages sent too early or too late may be ignored, while poorly timed promotions can lead to higher opt-out rates.

For example, Papa Murphy’s, a take-and-bake pizza brand, used SMS campaigns strategically by offering discounts during slow business hours, leading to a 17% increase in in-store traffic. 

By using delivery reports to track response patterns, businesses can fine-tune their messaging schedules to maximize impact.

Optimizing SMS content to avoid spam filters

To improve SMS deliverability, focus on clarity, value, and relevance. Messages should be concise, legally compliant, and free from spam triggers. 

Instead of generic promotions, personalize content based on user behavior, purchase history, or location to increase engagement.

For example, instead of a vague discount offer, send:
"Hey [Name], your favorite sneakers are back in stock! Grab them now with 10% off: [link]"

Segment audiences for higher deliverability

Not all customers engage with messages in the same way. Using delivery reports to segment audiences based on engagement and preferences ensures that messages are relevant. 

This increases the likelihood of successful delivery and customer interaction.

Example 1: VIP customers (Frequent buyers)

"Hey [Name], as a valued customer, here’s early access to our exclusive sale!  Enjoy 25% off before anyone else. Shop now 👉 [Link]"

Example 2: Inactive customers (Haven’t purchased in a while)

"Hi [Name], it’s been a while! We’ve got 15% off just for you to make your comeback special. Use code WELCOME15 at checkout. 🛒 Shop now 👉 [Link]"

Reduce costs by eliminating invalid numbers

Failed delivery reports indicate inactive or incorrect numbers. Removing these from your list ensures you’re not wasting resources on undeliverable messages, improving both cost efficiency and targeting accuracy.

Best practices for improving SMS delivery rate

Improving SMS delivery rates is crucial for effective communication and customer engagement. Implementing these best practices helps ensure messages reach the right audience without delays or failures.

A healthy clean contact list = Higher deliverability

Keeping a clean and updated SMS contact list is essential for improving delivery rates and reducing message failures. 47% of U.S. millennials appreciate receiving SMS messages from brands they've opted into, emphasizing the importance of targeting engaged subscribers.

Regularly removing invalid numbers, duplicate contacts, and inactive subscribers ensures messages reach the right audience. This minimizes delivery failures and compliance risks. 

A well-maintained SMS list enhances engagement, reduces costs, and improves overall SMS campaign performance.

Send SMS when customers are ready to act

Beyond analyzing past reports, businesses should proactively test and refine their messaging times. A/B testing different send times and tracking responses can help identify optimal engagement windows.

For U.S. audiences, compliance with TCPA regulations is important. Messages should not be sent before 8 AM or after 9 PM in the recipient’s time zone. While mid-afternoon tends to perform well, avoiding Mondays and peak rush hours can prevent messages from being overlooked. 

By continuously optimizing send times, businesses can enhance engagement, minimize opt-outs, and ensure compliance as well.

Failed or delivered? Use reports to refine your SMS strategy

Utilizing delivery reports allows businesses to track the success of their SMS campaigns. Companies can spot trends, identify issues, and adjust strategies by analyzing these reports. 

For example, if many messages are undelivered, it may indicate issues with carrier compatibility or the need for content optimization.

Follow the regulations to improve SMS delivery

Following TCPA and GDPR regulations is crucial for SMS deliverability and customer trust. Businesses must obtain explicit consent before sending marketing messages, ensuring compliance and avoiding penalties.

Using double opt-in confirms subscriber interest, reducing spam complaints and improving engagement rates. A well-managed opt-in/out process keeps your SMS list clean, enhances deliverability, and builds long-term customer relationships.

Choose a reliable SMS gateway

Partnering with a trusted SMS gateway ensures high deliverability and reliable message transmission. A reputable provider offers strong infrastructure, regulatory compliance, and carrier relationships to prevent message failures and filtering issues.

Plivo CX, an advanced omnichannel SMS marketing platform, helps businesses optimize message delivery, track performance, and engage customers with precision. 

With AI-driven insights and intelligent segmentation, brands can improve SMS deliverability, reduce costs, and maximize campaign success effortlessly.

Elevate your SMS strategy with Plivo CX delivery tracking report

Many businesses struggle with SMS delivery issues due to failed messages, spam filters, or poor timing. These challenges can lead to missed opportunities, reduced engagement, and wasted marketing budget. 

Without real-time insights, identifying why messages fail and how to fix them becomes difficult.

Plivo CX simplifies SMS campaign management, providing businesses with real-time delivery insights, AI-powered automation, and intelligent customer segmentation to optimize messaging strategies and improve deliverability.

Whether you’re sending promotional offers, transactional updates, or appointment reminders, Plivo CX helps you automate and personalize your SMS outreach, ensuring every message counts.

Here’s why Plivo CX is the smart choice for reliable and data-driven SMS campaigns:

  • Performance insights: Plivo CX tracks key campaign metrics to measure ROI and optimize delivery, as well as your SMS strategy. Get real-time insights to see what works and adjust for better engagement and conversions.
Image showing SMS campaign performance analytics.
Analyze engagement, automate campaigns, and optimize SMS timing with Plivo CX.
  • Seamless E-commerce integrations: Integrate with e-commerce stores like Shopify, BigCommerce, WooCommerce, and Magento to personalize SMS campaigns and send SMS directly from your e-commerce system.
  • Timely engagement: Schedule messages strategically across time zones to maximize deliverability and engagement. Schedule messages at optimal times across time zones.
 Image showing an SMS scheduling dashboard.
Schedule instant, delayed, or event-based SMS to reach customers at the right time.
  • Leverage browsing behavior: Use session data to send personalized offers and product recommendations based on customer interests. Tailored messages increase engagement and drive higher conversion rates.
  • Craft engaging messages:  With Copywriter AI, generate and send messages instantly, ensuring they reach recipients at the right time. Use AI-driven suggestions and pre-built templates to create personalized SMS messages that improve deliverability and customer engagement.
 Image showing AI-generated SMS message template options.
Create personalized and high-impact SMS with AI-powered suggestions.
  • Customer segmentation: Use the Audience feature and segment your customers using purchase history, spending habits, and engagement data for better targeting. Smart segmentation ensures the right message reaches the right customer at the right time.
Image showing customer segmentation based on purchase history and engagement.
Target the right audience with smart segmentation for better results.
  • Welcome new customers: Make a great first impression with personalized welcomes and exclusive discounts for new subscribers. Start building customer loyalty from day one with engaging, value-driven messages.
 Image showing an SMS welcome message to a new subscriber.
Engage new customers with Plivo CX’s personalized welcomes and exclusive discounts.
  • Send campaign announcements: Keep your audience in the loop with product launches, flash sales, restocks, and new arrivals. Timely updates ensure customers never miss out on limited-time offers.
Image showing an SMS campaign announcement for a flash sale.
Keep customers informed about launches, sales, and restocks.

With Plivo’s premium carrier network covering 220+ countries, businesses can cut SMS costs by up to 70% while tripling ROI. On average, Plivo CX users generate $71 for every $1 spent, making it a powerful tool for e-commerce businesses.

Don’t let failed messages impact your business. Take control of your SMS strategy, improve deliverability, and maximize engagement with Plivo CX.

Book a free demo today and experience smarter, more effective SMS marketing! 

Feb 20, 2025
5 mins

How to Implement 24/7 Customer Service for Your E-Commerce Business

Learn how to implement 24/7 customer service for your e-commerce business. Discover actionable strategies, examples and insights to meet customer expectations.

Customer Experience

“We’re closed at the moment. Please reach out again during our business hours.”

Imagine contacting customer support in an emergency, and this is how they respond. Frustrating?

According to The Consumer  Patience Study, 50% of customers are less likely to spend money on a business that takes longer to respond. If you’re unavailable when your customers need you, your competitors will be.

That’s why 24/7 customer support is critical for e-commerce businesses. It keeps customers engaged, reduces cart abandonment, and drives repeat sales.

So, how do you ensure your customers get the help they need anytime, anywhere? This blog post will show you how to implement effective 24/7 customer service that keeps your business running and your customers returning.

5 ways to offer 24/7 customer service as an e-commerce business

Data from The Harvard Business Review revealed that taking longer than five minutes to respond to a lead can reduce your lead qualification success rate by 10 times. Delaying your response to between five and ten minutes can result in a 400% drop in success. 

Here are five practical ways to deliver 24/7 customer service and enhance customer satisfaction.

Chatbots

Chatbots can simulate human-like conversations with customers in real time. They can guide customers toward resolving their issues and handle tasks like order tracking, product recommendations, and FAQs. 

For small and mid-sized e-commerce businesses, chatbots are a cost-effective way to deliver 24/7 customer service without hiring additional staff. 

In fact, data from Leadoo shows that websites using chatbots can boost conversion rates by 10-100%.

Brooklinen employs AI-powered chatbots on its website to assist customers with product inquiries, order tracking, and common support questions. The bots are available 24/7 to provide assistance outside regular business hours.

Brooklinen’s live chat
Brooklinen chatbots are there for you any time of the day

Omnichannel Communication

Customers reach out through multiple channels—email, chat, phone, and social media—and want a consistent experience no matter what channel they use. 

Omnichannel support ensures customers don’t have to repeat information or start from the beginning whenever they switch channels. This approach can help e-commerce businesses maintain context and personalized support while being available on multiple platforms to offer round-the-clock customer support.

Orvis, a fishing gear and apparel brand, has a great omnichannel strategy. It is so good that they have literally won an award for it.

The channels used include:

  • Retail locations
  • Online website
  • Social media platforms, including Instagram and Pinterest
  • Amazon storefront

Orvis’ homepage
Orvis has a great omnichannel strategy in place

Self-service options

Self-service options empower customers to solve issues on their own. This includes embedding resources like help centers, in-app tutorials and knowledge bases within your website.

A good self-service resource is well-organized, up-to-date, and easy to navigate. It typically includes helpful information about your products. This could be guides, videos, FAQs or blog posts available 24/7, even when your team is not.

Allbirds, known for their sustainable shoes, offers a comprehensive FAQ section covering everything from sizing to returns. It also features an articles section that discusses trends and guides customers in finding the proper footwear for different occasions.

Allbirds’s FAQ page
Allbirds has all questions answered even before you ask it

5. Community forums

Never underestimate the power of active community forums. Active online communities are valuable knowledge repositories.

A well-designed forum allows customers to interact and share experiences about products and services. This approach can also greatly reduce the burden on your support team while allowing customers to access information independently 24/7.

Glossier, a beauty brand, maintains an active community space on Reddit where customers discuss products, share beauty tips, and troubleshoot common issues. Businesses can use platforms like Discourse or Reddit to build similar customer communities and maintain a strong online presence that is accessible 24/7.

Glossier’s subreddit
Glossier’s subreddit is full of exciting events and discussions

Social media monitoring

Social media can help you constantly monitor consumer needs and sentiments while expanding your round-the-cloud customer support capabilities. To stay visible on social media, regularly share valuable content, promptly reply to comments and inquiries, and engage in relevant social media conversations. 

This will also allow you to understand how customers perceive your brand while identifying issues early, even outside of business hours.  Addressing concerns before they escalate will foster a reputation for responsiveness among your customers.

II Makiage does it perfectly by replying to user comments smartly. When a prospective customer commented about being confused about foundation shades, it immediately responded with a quiz link to help the user find a suitable shade. 

Il Makiage comment reply
Il Makiage knows how to respond to a comment smartly

7 steps to implement round-the-clock customer support

Here are seven effective steps to help you implement round-the-clock customer support without stretching your team too thin:

1. Analyze your customer base 

If your customer base spans different time zones, round-the-clock customer support is essential to ensure prompt assistance regardless of location. Analyze customer support inquiries to identify peak hours and whether extended support is needed. 

Understanding customer preferences will also help you determine the most effective channels, such as self-service options or personalized phone support. 

2. Evaluate the cost and benefits

Consider the expenses of hiring a 24/7 support team, investing in necessary technology, and providing staff training. Weigh these costs against the potential gains, such as higher customer satisfaction, lower churn rates, and a stronger brand reputation. 

Begin with a limited approach and expand gradually. You don’t need to launch a complete 24/7 support system right away. To gauge the results, try extending support hours or providing live chat during high-traffic periods. As customer demand grows, you can adjust and expand your support accordingly.

3. Choose the right technology

Use technology to deliver efficient 24/7 customer support. Invest in a reliable customer service platform to manage and resolve issues faster. 

Deploy AI-powered chatbots to handle basic questions and simple tasks, allowing your team to focus on more complex problems. Build a detailed knowledge base so your customers can easily find answers independently.

4. Establish clear internal protocols

Create escalation protocols, define response time standards, implement clear communication channels between teams, and develop standardized workflows for dealing with different customer inquiries. 

This will ensure support issues are tracked, routed and resolved systematically, minimizing delays.

5. Set response times based on the query type and channel used

Customer inquiries have varying levels of urgency. Issues like payment failures, order cancellations, or delivery delays need immediate attention, while questions about product details or return policies can allow for more flexible response times. 

You can improve support efficiency by categorizing these queries and assigning them to the right communication channels with clear response time expectations.

For example, live chat can handle urgent concerns like tracking lost packages or fixing checkout errors. Respond to email inquiries for more detailed questions about bulk orders or product specifications. 

Direct customers to community forums for topics like styling tips or user reviews, which aren’t time-sensitive. This method ensures every customer receives prompt and appropriate support based on their needs.

6. Conduct regular staff training

Equip your team with deep product knowledge, good communication skills, and the ability to manage customers in diverse scenarios. The training should cover technical and customer service skills like communication, collaboration, and empathy. Ongoing professional development ensures support staff can provide efficient support at any time of the day.

7. Deploy automation and plan for scalability 

Finally, use AI and automation to speed up assistance and response times. Tools like AI agents and machine learning-driven support solutions can manage a large number of routine inquiries and provide 24/7 customer service.

Best practices for providing 24/ customer service

Industries like e-commerce have a higher expectation of round-the-clock customer support because customers often shop outside traditional business hours and expect immediate assistance for issues such as order tracking, product availability, or payment problems. 

Follow these best practices to ensure you do it right: 

  • Clearly communicate support hours: Make your availability easy to find on your website, social media pages, and order confirmation emails. If you serve customers across different time zones, consider listing multiple time slots
  • Set response time expectations: Let customers know when to expect a reply during business hours. For example, provide estimated response times for emails or typical wait times for live chat
  • Prioritize self-service: A well-structured FAQ page, knowledge base, and order-tracking tool can help customers resolve common issues on their own, reducing the need for direct support
  • Use automated responses after hours: Set up auto-replies for emails and AI-powered chat to acknowledge messages received outside business hours. Include helpful links to self-service resources so customers can find answers while they wait
  • Respond quickly when available: During business hours, ensure your team addresses inquiries promptly. Fast responses build trust and show customers that their concerns matter
  • Extend support during peak periods: If you receive more inquiries during sales events or holiday seasons, consider temporarily extending support hours to manage demand efficiently

Accelerate response times and offer 24/7 support with Plivo CX 

Incorporating 24/7 customer service doesn’t have to mean constant human availability. It’s more about the strategies and tools you use.

Plivo CX can be the perfect support to help you provide seamless customer service, ensuring your customers receive timely assistance even when your team isn’t available. It is an AI-powered, omnichannel customer support platform perfect for small—to mid-sized e-commerce businesses. 

The platform's open AI-powered chatbots can proactively handle customer inquiries 24/7 across multiple communication channels.

Key features include:

  • AI self-service chatbots: Offer quick, accurate answers to common inquiries while escalating complex issues with detailed summaries to human agents when necessary
  • In-app customer service: Seamlessly exchange media and document exchange for quicker issue resolution and direct live chats to the best-suited agents 
  • Omnichannel support: Manage customer interactions across email, SMS, WhatsApp, voice, and live chat from a unified platform, maintaining context and continuity across channels
  • Unified agent desktop: Provide agents with a comprehensive view of customer data, allowing them to resolve issues faster and more effectively
  • Detailed customer insights: Use AI to analyze conversations and identify opportunities for service improvements and business growth
  • Agent training tools: Enhance agent performance with call recordings, real-time feedback, and discreet coaching.

Book a demo with us today!

Feb 20, 2025
5 mins

AI in Customer Service: How Enterprises Can Improve Support and Efficiency

Discover how AI in customer service for enterprises provides faster support, reduces costs, and improves customer satisfaction. Learn with real-life use cases.

Customer Experience

Imagine a customer buying a product online but wanting to return it in-store. Another shopper visits a physical store and later reaches out to a chatbot for support. Today’s consumers expect a seamless blend of online and offline experiences.

Enterprises must adapt their customer service strategies to meet these expectations. With e-commerce expanding, customers demand flexibility—fast online support, easy in-store pickups, and smooth returns. AI plays a key role in making this possible by providing instant responses and personalizing customer interaction in every way.

This blog post will explore the role of AI in enterprise customer service, real-life use cases, how to implement it and future AI scenarios.

What is AI in customer service for enterprises? 

AI in customer service for enterprises is the use of AI technologies to enhance, automate, and optimize customer interactions at scale. It involves leveraging AI tools and systems such as chatbots, virtual assistants, and machine learning algorithms to provide instant responses, personalize assistance and improve the overall customer experience.

Enterprises use AI to handle large volumes of customer queries, automate customer service workflows, and even predict customer needs before they arise. 

Benefits of AI in customer service

According to a Salesforce report, 83% of customers expect to interact with someone immediately when they contact a company. Thank God for AI; it is possible now.

Here are some ways AI can be beneficial for enterprises:

Hyper-personalized interactions 

AI accesses your company’s data to understand your customers and create interactions that feel personal and more connected. When a customer interacts with a chatbot, AI populates important information such as the customer’s name, location, email address, and preferred language in real time. 

Accordingly, the chatbot or human agent can interact with the customer with contextual information and offer personal assistance as needed.

Round-the-clock availability

Since most enterprises operate globally, customer service cannot be limited to business hours. AI ensures customers receive instant 24/7 assistance regardless of location or time zone. This is possible because AI-powered chatbots and virtual assistants simulate human-like conversations without human agents' intervention. 

For instance, Microsoft’s AI-driven customer support helps users troubleshoot technical issues at any hour.

Better productivity and efficiency

Without AI in customer service, agents would be swinging back and forth between screens to view customer history, routing field workers to service locations, and manually typing responses. AI makes this process easy and efficient by giving agents intelligent recommendations, conversational insights, and customer data. 

In fact, AI-based conversational assistants can increase agents' productivity by 14% on average.

Greater scalability

Enterprises keep growing, and so do the demands on customer service operations. AI solutions are designed to scale up and down with fluctuating volumes, keeping consistency and quality reliable. 

For example, during peak seasons like Black Friday or product launches, enterprises such as Amazon and Walmart rely on AI-driven customer support to handle surges in demand without hiring additional staff.

Data-driven insights 

AI can analyze customer calls, emails, and chatbot conversations to determine when an issue is likely to escalate, the time it will take to resolve an issue and whether a customer will require any assistance in the future. 

For instance, if there is a delay in delivery, a chatbot can proactively apprise the customer and offer compensation, such as coupons, to minimize escalations.

Proactive service experience

As previously mentioned, AI can draw information from customers’ warranties, purchase history, and marketing data to determine the best next action. 

To give an example, AI can notify customers when it’s time to renew a subscription, remind them of an appointment, or offer a product upgrade or discount.

Uses of AI in customer service for enterprises

Top-performing enterprises are more likely to benefit from AI. A cloud and business AI survey by PWC revealed that forward-thinking companies are 2x more likely to realize value from AI, with 69% experiencing improved customer service.

Let’s understand how global enterprises are using AI in customer service to improve experiences:

Personal assistance with chatbots

AI-powered chatbots are super-charged assistants that can help you with everything. Whether you're looking for a sweatshirt in the color pink or returning a coffee mug, you ask, and they will deliver. They are also available round the clock, so you don’t have to worry about checking your schedule to chat with them.

One such wonder chatbot is H&M’s AI-powered Kik, which provides fashion recommendations to users. The chatbot uses NLP to understand user requests and offer personalized styling tips. It is available on the Kik messenger app, with 15 million monthly active users.

H&M’s Kik chatbot in action
H&M’s Kik is a free fashion stylist

Accurate prediction of customer needs

Enterprises use AI to examine social media interactions, browsing history and customer feedback to get a fuller picture of customers. AI can give insights into factors that influence human behavior, such as:

  • Emotions and psychology: Feelings and mood when interacting with a chatbot or agent
  • Social proof: Recommendations and reviews to influence buying behavior
  • Personal values: Ethical considerations that impact buying habits like sustainability

For example, IKEA uses predictive analytics to optimize customer experiences by knowing customer needs before they say it. They analyze the behaviors and preferences of customers to make manufacturing decisions and for range planning.

Ikea recommending similar products
Ikea knows what you need

Sentiment analysis with advanced analytics

Sentiment analysis pulls data from all interactions, such as phone calls, messages, support tickets, and product reviews, to analyze customer interactions and feedback in real time. 

This helps businesses identify negative or positive sentiment drivers and gain insights into customer sentiment. The key goal is understanding a customer’s feelings and emotions towards the brand.

Amazon leverages the power of sentiment analysis to analyze a wide array of customer reviews meticulously. For example, sentiment analysis can uncover patterns when customers consistently praise a specific feature, such as user-friendliness or durability. It then enhances products aligned with customer preferences and incorporates these features into its marketing efforts to establish deeper customer relationships.

Amazon’s sentiment analysis infographic
Amazon’s advanced sentiment analysis can tell how customers feel

Omnichannel support for easier interactions

The omnichannel approach is the gold standard for treating customers in today’s business world. It’s allowing customers to leave one channel and pick up conversations on another as if they never left. This way, customers have a unified experience across platforms and channels.

Crate & Barrel implements an omnichannel to provide a frictionless customer experience. Whenever a consumer logs into their account, the app saves their shopping data so they can access this across multiple devices. This allows customers to continue shopping from where they’ve left.

Crate & Barrel homepage
Crate & Barrel takes an omnichannel approach for a frictionless experience

Self-service options through knowledge bases

AI-powered self-service bases are a repository of information and tools that allow customers to find solutions independently without waiting for a service agent. They are a standard expectation in business and comprise diverse components such as detailed articles, multimedia content, and mechanisms for user feedback.

eBay has a very well-designed knowledge base that caters to its global customers. It features a search bar and a list of popular articles and categories that customers can browse for information. 

The platform does a great job of providing detailed articles on how to use the platform for new customers. At the end of every article, customers are asked to rate the usefulness of the article.

eBay knowledge base
eBay’s knowledge base has got it all

How to implement AI in customer service

Follow the steps below to implement and integrate AI in customer service for enterprises:

1. Assess business needs

Identify which areas of your support operations will benefit most from AI integration. Analyze your current processes, customer pain points, and support team challenges to set clear objectives for what you hope to achieve with AI. 

2. Define goals and objectives

Identify common customer queries, concerns, and requests to define goals and objectives. This could be any area of your customer support approach, such as reducing response times, improving first-contact resolution rates, or enhancing overall customer satisfaction.

3. Choose the right AI platform

After identifying your needs and objectives, research various AI tools and platforms that align with your business goals and requirements. Consider important features such as integration capabilities, scalability, and user reviews when assessing different options.

4. Integrate with existing solutions

Now, ensure your tools fit your current customer service setups. This may need API integrations, data syncing, or other technical configurations. Also, conduct pilot tests to identify and address any integration issues before deployment. This will help you resolve potential problems early in the process.

5. Train your agents

Provide ongoing training for your agents on how to use and navigate the AI tools effectively. The training should cover the technical aspects of using the systems and how to collaborate with AI to provide superior customer support. 

Offer frequent training, support and resources to assist your team in transitioning successfully, and ask for feedback on the new processes.

6. Ensure compliance and data privacy

To ensure secure handling and storing of customer data, maintain strict compliance with data protection and privacy regulations such as GDPR, HIPAA, and PCI DSS.

Frequently update privacy policies and practices to comply with changing regulations and be transparent about how customer data is stored and handled.

7. Monitor and optimize regularly

Regularly monitor the effectiveness of your AI-powered customer service system. Evaluate crucial metrics such as response time, CSAT score, and issue resolution rates. Utilize this data to strategize ongoing enhancements and refinements,

Future of AI in customer service 

According to a report by Grand View Research, the growth rate for AI is expected to surge by 36.6% annually between 2023 and 2030.

Let’s understand its role in future customer service operations:

Automation will be the driving force of operations

Enterprises are constantly pushing the boundaries of automation, which will happen more in the coming years. Customers won’t have to wait to interact with a human agent for simple queries. AI-powered automation will handle highly complex tasks with minimal human intervention and streamline internal processes and decision-making workflows.

AI will be an ally, not a competition

With the growing use of AI, people wonder whether it will take their jobs. The answer is simple—no. AI will not replace humans but will work alongside them to boost productivity and streamline processes so they can focus on complex conversations and decisions. 

AI can also help agents refine their tone and approach by offering real-time insights and relevant scripts to guide conversations.

Human care will still matter

Surely, AI can make many things better and work with perfection and accuracy. However, it cannot replicate the human emotions of care and empathy. Customers experience varying emotions when dealing with a customer service agent. AI can detect these emotions, while humans ensure customers feel heard, understood and respected.

Understand your customers better with Plivo CX 

Plivo CX is a cloud-based, AI-driven omnichannel customer service platform designed to help businesses deliver fast, efficient, and personalized customer support. It integrates with your existing tools and systems, ensuring smooth operations across multiple channels. 

Some of its key features include: 

  • OpenAI-powered chatbots: Provide instant, accurate responses and escalate issues when needed. Also, train the chatbot using your company’s custom datasets, allowing for precise and relevant responses to customer queries, always.
  • In-app customer service: Route live chat to the most appropriate agents. Send and receive media and documents effortlessly for faster resolutions

Plivo CX in-app self-service‍
Plivo CX’s in-app self makes interactions quick and seamless
  • Unified agent desktop: Manage customer interactions across email, voice, SMS, WhatsApp, and live chat in one place
  • CRM Integration:  Access customer data from your CRM for more personalized support
  • Real-time analytics: Track customer interactions and agent performance for continuous improvement
  • Visual workflow builder: Create custom workflows using a no-code drag-and-drop interface
  • Interactive voice response (IVR): Automate call routing for faster support
  • Agent Coaching Tools: Monitor agent performance with call recording, barge, and whisper features
  • Security and Compliance: Protect customer data with enterprise-grade security (SOC 2, GDPR, HIPAA, PCI DSS)

Book a demo to learn more.

Feb 20, 2025
5 mins

AI Agent Use Cases: Transforming Customer Support with Automation

Explore AI agent use cases to understand how AI transforms customer service by automating support processes and providing real-time assistance.

Customer Experience

The AI agents market is expected to grow from USD 5.1 billion in 2024 to USD 47.1 billion in 2030, with a remarkable CAGR of 44.8%. This growth will not only be seen in AI adoption but also in how they operate. 

For example, in 2023, an AI bot mainly supported call center representatives by synthesizing and summarizing large volumes of data to respond to customer queries. 

However, fast forward to 2025, and an AI agent can do much more. It can converse with a customer and plan actions like processing a payment, checking for fraud, and completing a shipping action.

This blog post will discuss the concept of an AI agent and the best AI agent use cases worldwide to highlight the impressive utilization of AI in customer service.

What is an AI agent? 

An AI agent is a system or program that can autonomously respond to situations and perform tasks based on the information it has. It takes inputs or information from its environment, processes it, and then acts upon it.

AI agents utilize technologies like ML, GenAI, LLM, and NLP to understand and respond to customer needs and streamline the customer experience.

What can AI agents do?

AI agents can perform various operations—from task-specific programs to sophisticated systems integrating perception, reasoning, and decision-making capabilities. 

Most agents follow a specific workflow when performing assigned tasks that include:

Data collection and analysis

The first step is to gather data from various sources, including transaction histories, customer interaction, and social media. It then analyzes the data to understand the context and nuances of customer queries. The agents process the data in real time to provide the most up-to-date information.

Decision-making

AI agents then use sophisticated learning models such as NLP, sentiment analysis, and classification algorithms to identify patterns in the collected data and make decisions. 

In this case, NLP processes and understands user input, sentiment analysis assesses tone and intent, and classification algorithms determine the most appropriate response.  

For example, when managing a support ticket, the AI agent can assess its content and urgency to decide whether to resolve it automatically or escalate it to a human agent.

Action execution

Once a decision is made, the AI agents implement the task through their output interfaces. This could include responding to customer queries, processing requests, updating databases, or sending commands to other systems. 

For example, they could send automated troubleshooting steps, route the ticket to a specialized department, or flag it for immediate human attention.

Adapt from interaction

AI agents continuously learn and adapt from each interaction, refining their algorithms to improve accuracy and effectiveness. This may include updating knowledge bases and using feedback to enhance future interactions. 

The continuous learning capability ensures that AI agents remain relevant to changing customer expectations and business environments.

AI agents' workflow
AI agents work in a defined workflow

Top AI agents use cases in customer service

“The playing field is poised to become a lot more competitive, and businesses that don’t deploy AI and data to help them innovate in everything they do will be at a disadvantage.”
—Paul Daugherty, chief technology and innovation officer, Accenture

Let’s understand how top companies worldwide are leveraging AI to offer outstanding customer service with these AI agent use cases:

Personalized recommendations by Amazon

Amazon‘s AI agents personalize your shopping by analyzing your activity and recommending products on the homepage, product pages, and emails.

Here are some ways it personalizes user experience :

  • Product recommendations: Based on user browsing and purchase history, Amazon suggests relevant products
  • Personalized descriptions: Product details are tailored to highlight features you care about
  • Size recommendations: To recommend the ideal fit, the agents examine brand sizing, customer feedback, and a shopper's purchase history
  • Fit review highlights: AI agents can extract key insights from customer reviews, helping you decide if an item runs small or large
  • More accurate size charts: Cleaning and standardization play a role in data accuracy for size charts. AI Agents handle these processes
  • Fit insights for brands: AI agents also help brands improve sizing and reduce returns
Amazon’s product recommendation
Amazon recommends what’s best for you

Starbucks’ voice shopping

Starbucks has partnered with Alexa, one of the most famous AI agents, to allow customers to order their coffee hands-free. Imagine talking to Alexa and placing your morning coffee order while you go to work. 

The process has become so convenient and popular that this mobile ordering program drives 20% of transactions during peak hours. 

Placing an order is pretty simple, too. All you have to do is say, “Alexa, tell Starbucks to place my usual order.” The AI agent will reply with the usual order, costs, and which branch it will be sent to. 

Once the customer confirms the order, it is immediately sent to the Starbucks branch to be prepared. The coffee is ready to be delivered by the time the customer arrives.

Amazon Alexa for Starbucks
Alexa is ready to take your Starbucks order

Airbnb’s multilingual customer support

With its AI agent, Airbnb caters to a diverse global user base in multiple countries. It utilizes conversational AI systems that use NLP and machine learning to handle customer inquiries across multiple languages.

The AI agents can: 

  • Automatically recognize and switch between languages
  • Provide 24/7 support for guests and hosts
  • Resolve common issues without human agent intervention
  • Automatically translate property listings
  • Supports over 60 languages
  • Communicate fluently in multiple languages
  • Automatically translate and relay messages
  • Handle inquiries from guests around the world

The AI agents help Airbnb overcome language barriers, improve guest satisfaction, and streamline customer support operations by offering efficient, immediate, and personalized multilingual assistance.

Airbnb app
Airbnb can welcome guests in multiple languages

H&M’s Chatbots 

One of the world’s leading fashion retailers, H&M, has implemented AI-powered chatbots to handle inquiries, streamline operations, and provide personalized assistance.

Some of the features of  H&M’s chatbots include:

  • Instant customer support: Provides quick answers about order tracking, return policies, and store locations
  • Personal shopping assistance: Recommends products based on browsing history and past purchases
  • Simplified returns & exchanges: Generates return labels and guides customers through the process
  • Multilingual support: Assists customers in multiple languages for a seamless experience
  • Proactive engagement: Sends reminders for promotions, restocked items, and abandoned carts
  • High-volume handling: Manages spikes in customer inquiries during sales and holiday seasons
&M’s chatbot
H&M’s chatbots can make your shopping easy and quick 

Alen’s digital shopping assistant

45% of surveyed millennials want a personalized experience when shopping online.   This can be achieved by deploying a shopping assistant as it can guide customers to the most relevant products.

An AI shopping agent can create a consultative experience and highlight product features and specs that matter to the shopper’s needs. This can accelerate the buyer’s journey from discovery to purchase.

Alen uses a digital assistant that guides users in finding the most appropriate air purifier for their indoor spaces. Users must input room dimensions, specific air quality concerns like allergies or odors, and future preferences. 

AI will then pull out the top-rated Alen models with particular details about coverage areas, filter types, and innovative features.

Alen’s website
Alen’s digital assistant can help you find the ideal product

Amazon’s visual search agent

With a 70% rise in visual searches globally, Amazon is focusing on making searches more intuitive and personalized. It has added several new features to enhance the mobile visual search experience with Rufus, an AI shopping agent that helps customers discover products effortlessly. 

Some of its key features include:

  • Descriptive image suggestions: As customers type a search term, Amazon suggests relevant images to streamline browsing
  • Amazon lens upgrades: Users can upload images and add text to refine searches (e.g., specifying color, brand, or material)
  • More like this: A quick tap on a product image shows similar items
  • Circle to search: Customers can draw a circle around an item in a photo to isolate and search for it
  • Integrated product videos: Shoppers can watch videos directly in search results, improving engagement
Amazon’s visual search
Amazon’s visual search can help you find products quicker

Sephora’s reservation assistant

Sephora has enhanced its chatbot services with Sephora reservation AI agent, allowing customers to book beauty appointments via Facebook Messenger. 

Developed in partnership with Assi.st, this AI-powered feature improves customer engagement, making beauty consultations more accessible and efficient. 

How it works:

  • Customers message the Sephora chatbot, providing their location in natural language (city, address, or landmark)
  • The chatbot finds the nearest Sephora store and displays available appointment times.
  • Users can confirm and book instantly, receiving a confirmation email within seconds

Why It Matters:

  • Conversational AI: The chatbot understands various ways customers describe their preferred date, time, or location
  • Convenience: Eliminates phone calls or manual booking processes
  • Instant confirmation: Ensures quick and hassle-free appointment scheduling
Sephora’s reservation assistant
Sephora’s reservation assistant can book your appointments in minutes

Paypal’s fraud detection

PayPal efficiently utilizes AI agents and machine learning to enhance fraud detection and optimize payment authorization rates.

This is how PayPal does it:

  • Real-time risk assessment: AI agents assign a risk score to every transaction, analyzing customer behavior in milliseconds to differentiate between legitimate and fraudulent transactions
  • Fraud pattern adaptation: Machine learning identifies evolving fraud techniques, such as card cracking and carding attacks, by analyzing vast datasets
  • Graph database technology: PayPal processes highly interconnected data from 430M+ accounts across 200+ markets to detect fraud efficiently
  • Optimized filters & rules: AI continuously refines fraud detection filters, countering scammers who attempt to bypass security measures
PayPal’s security measures
PayPal ensures every transaction is safe

Speed up resolutions with Plivo CX’s AI agents

Plivo CX is an AI-powered omnichannel customer service platform built to integrate effortlessly into your business and support mechanisms. 

It brings frequently-used communication channels, such as voice, SMS, WhatsApp, and live chat, under a single window. You can also train OpenAI-powered chatbots using your company’s unique datasets to ensure customer queries are answered with the most relevant and precise information.

Here are some of its top features:

  • AI self-service chatbots: Engage with customers across channels by delivering quick and precise responses
  • In-app customer service: Direct live chats to the best-suited agents while easily exchanging media and documents for faster issue resolution
  • Omnichannel support: Monitor, manage, and track customer interactions across multiple channels from a single platform
  • Unified agent desktop: Empower agents with comprehensive customer context and insights within one intuitive application
  • Round-the-clock availability: Ensure continuous global support without interruptions
  • Simplified escalations with notes: Quickly summarize interactions and seamlessly transfer them to human agents when necessary
  • Rich customer insights: Analyze live or recorded conversations to uncover opportunities for growth and improvement
  • Agent training tools: Enhance performance with features like call recording, discreet guidance, and real-time intervention
  • Automated ticket management: Organize and prioritize incoming tickets automatically so critical issues are addressed promptly
  • Interactive voice response (IVR): Set up automated menus to efficiently direct callers to the right team or agent
  • CRM integration: Leverage customer data from your existing CRM and technology stack to deliver a more personalized experience

Book a demo with us today!

Feb 19, 2025
5 mins

Your Guide to Friendly Payment Reminders via SMS in 2025 + Templates

Reduce late payments and improve cash flow with SMS payment reminders. Automate, personalize and optimize reminders to ensure timely payments with Plivo CX.

SMS Marketing

Struggling with overdue payments? You’re not alone. A report from the Federation of Small Businesses (FSB) shows that 37% of businesses face cash flow issues due to late payments, with 30% forced to use overdrafts and 20% seeing a direct impact on profits.

Late payments can strain your cash flow, increase stress, and damage customer relationships. That’s where SMS payment reminders shine.

With SMS’s high open rate, your payment reminders get the attention they need. Incorporating SMS into your strategy can reduce overdue payments and improve results. 

Let’s explore why SMS payment reminder works and how you can use it to get the results you need.

What are payment reminder messages?

Payment reminder messages are text messages sent to customers to remind them about an upcoming or overdue payment. E-commerce companies, subscription services, and businesses with recurring payments typically send these messages to ensure timely processing and reduce late fees.

They’re usually short, polite, and direct, providing all the necessary details like the amount due and the due date. This makes it easy for your customers to pay without any hassle.

Payment reminder messages are most effective when timed just right. The key is to strike a balance between being helpful and not overwhelming your customers. 

When to send SMS billing reminders

Timing is crucial when it comes to sending SMS billing reminders. You want to ensure you're giving your customers enough time to make the payment without overwhelming them. 

Here’s a simple way to decide the perfect time for sending your reminders:

After the due date

Send a polite reminder immediately after the payment due date to prompt customers to complete their transactions. Include all the necessary details, such as the amount due, invoice reference, and a payment link for easy processing.

One week after the initial payment reminder message

If the payment is still pending, send a follow-up payment reminder message one week later. Include a direct payment link to make the process easier.

Two weeks after the initial payment reminder message

If the payment remains unpaid after two weeks, send a firm but still professional final reminder emphasizing urgency. Mention any late fees, account suspension risks, or potential service interruptions to encourage prompt payment.

Image showing a firm payment reminder, stressing urgency.
A final reminder sent, urging prompt payment to avoid service disruptions.

To help ensure your SMS billing reminders are as effective as possible, it’s not just about when you send them but how you create them. 

The content and tone of your payment reminder messages will ultimately determine whether or not your customer takes action. 

5 tips to write effective SMS billing reminders

Creating the perfect SMS reminder is about being clear, timely, and easy to act on. Here are five quick tips to make your reminders more effective:

1. Personalize your payment reminders

Use the customer’s name or account details to make the message feel more personal. If possible, refer to past interactions or payment history. 

Personalized messages are not only more likely to be read, but 31% of consumers sign up for SMS to receive personalized messages, making them more likely to act.

Example: “Hi [Name], your $50 payment for [Service/Product] is overdue. Settle it today to avoid late fees: [link].”

2. Choose the right time

Timing plays a crucial role in getting a quick response. Send SMS reminders when customers are most likely to engage, such as mid-afternoon or early evening. 

Be mindful of regulations, like the Telephone Consumer Protection Act (TCPA) in the US, which restricts messages before 8 AM or after 9 PM in the recipient’s time zone.

The best window is typically between 10 AM and 8 PM, but testing different times will help you find what works best for your audience.

3. Provide key payment details

Be clear and specific about the payment details. Include the exact amount due, the due date, and any other relevant details (e.g., order number) to make it easy for the customer to act on the reminder.

Example: “Reminder: Your $75 invoice for [Product/Service] was due on [Date]. Pay now to avoid a $10 late fee: [link].”

4. Include a clear call-to-action

Always end your SMS billing reminder with a clear CTA. Whether it’s a payment link, instructions to resolve the issue, or a contact number for support, make it easy for the customer to take the next step.

Use direct and action-oriented language like “Pay Now,” “Settle Your Balance,” or “Avoid Late Fees.”

Example: "Your payment of [Amount] is due. To avoid late fees and service disruption, please pay now by clicking the link: [Payment Link].”

Image showing a clear call to action in an SMS reminder.
A payment reminder with a direct call to action, encouraging quick resolution.

5. Maintain a respectful tone

Avoid harsh language that might frustrate customers. Maintain a polite, professional tone in every reminder, even if the payment is overdue. Customers are more likely to respond to friendly reminders.

Example: “We understand things get busy. If you need help with your payment, reach out to us at [support info].”

The next step is creating clear, engaging messages that encourage prompt action. 

Top 7 ready-to-use SMS payment reminder templates

Below are seven professional SMS payment reminder templates for different scenarios. You can customize them based on your business needs.

1. SMS payment reminder template: Before the due date

📅 When to send: 3-5 days before the due date.

Purpose: A soft and friendly reminder to keep the customer informed and prevent late payments.

Some customers forget about their upcoming payments. Sending a courteous and professional reminder ensures they are aware before the due date arrives. This message is especially useful for businesses with recurring invoices, service fees, or product payments.

Hi [Customer Name], just a reminder that your payment of [Amount] is due on [Due Date]. Let us know if you need any help. Thanks for choosing [Company Name]!

2. SMS payment reminder template: Follow-up on due date

📅 When to send: On the due date.

Purpose: A professional and polite reminder to encourage payment before it becomes overdue.

This message is for customers needing a gentle nudge on the due date. Some people wait until the last moment to pay, so this reminder ensures they don’t miss the deadline.

Hello [Customer Name], your payment of [Amount] is due today. Please visit [Payment Link] to make your payment. Feel free to contact us for assistance.

3. SMS payment reminder template: Overdue payment reminder (3 days after due date)

📅 When to send: 1-5 days after the due date.

Purpose: A reminder for customers who may have forgotten or overlooked the due date.

At this stage, customers have already missed their due date, but they may not realize it. This message remains polite and professional while creating urgency. If your business has late fees, this is a good time to mention them.

Hi [Customer Name], we noticed your payment of [Amount] was due on [Due Date] but hasn’t been received. Please make the payment at your earliest convenience here: [Payment Link].

4. SMS payment reminder template: Final notice of overdue payment

📅 When to send: 7-14 days after the due date.

Purpose: A firm but professional warning before escalating the issue (e.g., additional fees, service suspension, collections).

If a customer has ignored previous reminders, it’s time to increase urgency. This message serves as the final warning before taking further action. Use a direct and serious tone while maintaining professionalism.

Dear [Name], we’ve made several attempts to contact you about your outstanding payment of $[Amount], which was due on [Due Date]. If we don’t receive your payment by [Last Due Date], we may have to suspend [Services] and take further action. Please make the payment promptly: [Payment Link].

5. SMS payment reminder template: Subscription renewal reminder

Customers often overlook subscription renewals. A timely reminder helps them renew on time, reducing churn.

📅 When to send: 5-7 days before subscription renewal.

Purpose: Notify customers about upcoming subscription renewals to avoid surprises.For subscription-based businesses, sending a reminder before automatic billing helps reduce disputes and chargebacks. This message reassures customers about their renewal date and provides an option to update payment details.

Hi [Customer Name], your subscription to [Service Name] is about to renew on [Date]. Please ensure your payment of [Amount] is processed before [Due Date]. [Payment Link]

6. SMS payment reminder template: Installment payment reminder

📅 When to send: A few days before an installment payment is due.

Purpose: Helps customers keep track of their scheduled payments.

For subscription-based businesses, missed renewals can lead to churn and lost revenue. Sending a timely reminder ensures customers stay informed and take action before their subscription expires, preventing service disruptions.

[Business Name]: Hello [Customer Name], this is a reminder that your next installment payment of [Amount] for [Loan/Product Name] is due on [Due Date]. Please ensure timely payment to keep your plan active. [Payment Link]

7. SMS payment acknowledgment template: Thank you message after payment

📅 When to send: Immediately after payment is received.

Purpose: A courteous message to acknowledge receipt of payment and build customer trust.

Sending a thank-you message after payment reassures customers that their transaction was successful. It also reinforces positive customer relationships and professionalism.

Thank you, [Name]! We’ve received your payment of $[Amount] for [Product/Service]. Your order/subscription is now confirmed. Need a receipt? Access it here: [Link].

Ensuring timely payments doesn’t have to be a manual, time-consuming task. The right tools can help automate reminders, personalize messages, and improve collection rates effortlessly.

Plivo CX, a leading omnichannel customer engagement platform, simplifies SMS billing reminders with automated scheduling, personalized messaging, and real-time tracking. With intelligent segmentation and AI-driven insights, you can reduce late payments and improve customer retention effortlessly.

Enhance ROI on payment reminder messages with Plivo CX

Keeping track of payments and chasing late payments can be frustrating, especially when manual follow-ups don’t give the expected results. Delays can disrupt cash flow and impact business operations. ‘

With Plivo CX, you can automate SMS payment reminders to reach customers instantly. From gentle pre-due reminders to urgent overdue notices, you can ensure timely payments while reducing manual follow-ups. Stay proactive, minimize delays, and keep your revenue stream steady.

Here’s why Plivo CX is the go-to platform for payment reminders:

  • Flexible customer segmentation: Group customers based on payment history or subscription status for relevant reminders.
  • Connect with customers at the right moments: With Journeys, marketers can send triggered messages based on customer actions to ensure relevant communication. Plus, a no-code interface allows marketers to build and manage these automated interactions without developer assistance easily.

  • Craft engaging alerts with Copywriter AI: Generate personalized SMS alerts with AI-powered suggestions and pre-designed templates. Copywriter AI instantly crafts message options, allowing you to review, refine, and send the perfect alert.
Image showing Copywriter AI generating personalized SMS alerts.
Create effective SMS alerts with Plivo CX’s Copywriter AI.
  • Seamless customer notifications: Automate payment reminders based on due dates, customer behavior, or custom triggers to ensure timely follow-ups.
  • Timely engagement: Schedule SMS reminders to send before, on, or after the due date at optimal times across time zones.
Image showing a dashboard for SMS reminders scheduled to send at optimal times.
Use Plivo CX’s to schedule SMS reminders.
  • E-commerce integrations: Integrates with e-commerce stores like Shopify, BigCommerce, WooCommerce, Magento, and other platforms to send reminders directly from your e-commerce system.

Businesses using Plivo CX for payment reminders see an average of $71 generated for every $1 spent, along with a 20% increase in on-time payments and subscription reminders.

With Plivo’s advanced carrier network spanning 220+ countries, Plivo CX also helps businesses cut SMS marketing costs by up to 70% while tripling their ROI.

Reduce payment delays, improve cash flow, and keep your customers engaged—all with automated SMS reminders powered by Plivo CX. 

Book a free demo today!

Feb 19, 2025
5 mins

What are SMS Alerts & How Can You Use them in Your Business?

Increase customer engagement and revenue with SMS alerts. Send timely updates on orders, restocks, and renewals. Start using Plivo CX today for better results!

SMS Marketing

Delivering timely updates to customers is crucial in e-commerce, yet many businesses struggle with low engagement on traditional channels like email and push notifications. Delayed communications can lead to abandoned carts, lost sales, and customer frustration.

This is where SMS alerts offer a competitive edge. Unlike other channels, SMS delivers instant, high-visibility messages—whether it’s an order update, a restock notification, or a personalized offer. 

With a high open rate and response times averaging just 90 seconds, SMS ensures that critical information reaches customers when it matters most.

By leveraging SMS alerts effectively, businesses can create amazing shopping experiences, drive higher conversions, and build stronger customer relationships. Let’s explore how.

The definition and value of SMS alerts

SMS alerts are instant text messages sent to users to notify them about important updates, reminders, or urgent information. They’re widely used by businesses, service providers, and organizations to keep customers informed in real-time.

Businesses use SMS alerts for a variety of reasons, such as:

✅ Order confirmations and shipping updates

✅ Appointment reminders

✅ Security alerts (like login verifications)

✅ Promotional offers and flash sales

✅ Emergency notifications

Why do SMS alerts matter for businesses?

Quiq.com reports that 58% of businesses find SMS more cost-effective than voice-only communication, while there is a 75% reduction in phone calls through SMS implementation. SMS alerts enhance customer experience, drive sales, reduce costs, and improve operational efficiency. Here’s how:

  • Instant & reliable – Deliver time-sensitive messages directly to customers.
  • Increased conversions – Timely promotions and reminders lead to more completed purchases.
  • Cost-effective & scalable – Automate outreach without spending heavily on ads.
  • Stronger customer relationships – Keep customers informed and engaged, building long-term loyalty.
  • Enhanced security – Used for OTPs, fraud alerts, and verification.

Effective customer communication is key, and SMS alerts provide a direct and reliable way to engage your audience.

Now, let’s compare SMS alerts with push notifications and understand how they each serve different purposes.

SMS alerts vs. push notifications – What’s the difference?

Both SMS alerts and push notifications keep users informed, but they work differently. Here’s how:

Feature SMS alerts Push notifications
Delivery method Sent via text messages, no internet required App-based notifications require internet connectivity and an app
Best for Urgent updates like appointment reminders, security alerts, or order confirmations Promotions, app updates, and engagement messages
Reach Available even without an internet connection Only visible with an active internet connection and app installed
Cost While priced per message, SMS is more cost-effective for urgent communications Generally free, but requires maintaining an app and internet access

Bottom line? SMS alerts are direct and reliable, while push notifications are app-dependent and best for marketing engagement. Let’s explore some real-world examples to understand how these alerts work.

Examples of SMS alerts

SMS alerts are used across various industries to provide real-time, important updates. Here are some common examples of SMS alerts:

1. Order notifications 

 Reduce WISMO (Where Is My Order) queries by keeping customers informed in real time.

Image showing an SMS alert with real-time order tracking information.
Keep customers informed in real-time

2. Abandoned cart notifications 

 Recover lost sales by reminding customers about their abandoned carts. A timely message can prompt them to return and complete their purchase, increasing conversion rates.

Image showing an SMS alert for a cart abandonment.
 SMS reminders for abandoned carts help recover lost sales and increase conversions

3. Delivery notifications 

Enhance customer satisfaction with real-time delivery updates. Keeping customers informed about their order's progress—whether it's shipped, out for delivery, or arrived—reduces anxiety and builds trust.

Image showing an SMS with delivery updates for a customer.
Improve customer satisfaction by providing real-time delivery updates

4. Flash sale alerts

Create a sense of urgency with flash sale alerts to drive immediate action. Time-sensitive offers encourage customers to act fast, boosting conversions and making the most of limited-time promotions.

Image showing an SMS alert for a time-sensitive flash sale offer.
Drive urgency and increase conversions with exclusive flash sale alerts

5. Restock alerts 

Re-engage customers by notifying them when popular or out-of-stock items are available again. Restock alerts help capture the interest of those who missed out previously, driving them back to your store to make a purchase.

Image showing an SMS notification for a back-in-stock item.
Image showing an SMS notification for a back-in-stock item

6. Payment reminders 

Minimize failed payments by sending timely reminders to customers about upcoming payments or expiring subscriptions. These alerts help ensure customers take action before payments are missed.

Image showing an SMS reminder for an upcoming payment due
Reduce failed payments by sending timely payment reminders

How do SMS alerts work?

SMS alerts are a simple way to communicate with customers. Here’s how they work:

Step 1: Customer opt-in: Customers opt in through a simple action, like texting a keyword or submitting their phone number online. This ensures compliance and respects customer preferences.

Step 2: Message creation: Businesses can now send personalized or automated SMS alerts based on triggers

Step 3: Message delivery: The SMS goes through an SMS gateway and reaches the customer’s phone directly.

To make sure your SMS alerts are compliant with the law, it’s essential to understand the regulations involved. Here's what you need to know.

  • Opt-in requirement: Customers must provide clear consent before receiving messages. This is usually done by confirming their phone number or texting a keyword (e.g., “JOIN”).
  • Unsubscribe option: Every SMS alert must include an opt-out option, allowing customers to easily stop receiving messages by texting “STOP.”
  • Privacy compliance: Businesses must ensure they handle customer data securely and comply with privacy laws like GDPR or TCPA.

By following these steps and regulations, businesses can use SMS alerts to communicate with customers while maintaining trust and legal compliance effectively. 

Benefits of using SMS alerts in e-commerce

SMS alerts drive engagement for e-commerce businesses, improving customer satisfaction and boosting sales. Let’s explore some of the key benefits:

Improved customer engagement

Instant updates keep customers informed, preventing frustration and the need to reach out for support. For example, sending real-time order tracking updates ensures customers are always in the loop and engaged.

Image showing an SMS with order purchase information
Keep customers engaged with instant updates

Increased conversions

By sending targeted cart abandonment reminders or exclusive offers at the right time, businesses can recover lost sales. This timely communication encourages customers to take immediate action, increasing the chances of completing the purchase.

In fact, cart abandonment messages via SMS have been shown to recover 30% of abandoned carts.

Image showing an SMS with an exclusive offer for a customer.
Increase conversions by sending timely, exclusive offers to customers.

Enhanced customer satisfaction

70% of consumers expect businesses to provide updates on orders, deliveries, and appointments via SMS. Personalized messages build trust and increase satisfaction.

Image showing a personalized SMS with delivery status updates for a customer.
Personalized delivery status updates help build trust and enhance customer satisfaction. A personalized message like this ensures a smooth experience, reducing customer anxiety and improving loyalty.

Reduced operational costs

By automating routine messages such as order confirmations, shipping updates, and payment reminders, businesses can save time and reduce the need for customer service involvement. 

With SMS messages costing as little as $0.015-$0.050 per message, businesses can achieve significant cost savings while maintaining effective communication.

Improved retention and loyalty

By consistently updating customers with timely information, businesses build trust and increase customer loyalty. Small gestures like "thank you" messages, delivery updates, or exclusive deals encourage repeat purchases.

Image showing a customer receiving an SMS with exclusive deals.
Foster loyalty by sending personalized SMS alerts to your customers

Now, let’s explore some practical examples of how SMS alerts are being used to make a real difference in the e-commerce world.

Use cases of SMS alerts in e-commerce

SMS alerts are incredibly versatile and can be used across various touchpoints in the customer journey. Here are some top use cases in e-commerce:

1. Promotional alerts

Delivering time-sensitive promotions directly to your customers’ phones ensures your message is seen and acted upon quickly. Whether it's a flash sale, seasonal discount, or exclusive offer, SMS makes sure your promotion reaches your audience in time.

Image showing an SMS notification for a flash sale with time-sensitive offers.
Deliver time-sensitive promotions directly to customers

2. Abandoned cart reminders

Cart abandonment is a major hurdle in e-commerce, but a simple text message notification helps recover lost sales. Gently nudging customers who’ve left items behind increases the likelihood of them completing their purchase.

Image showing an SMS reminder for abandoned cart items with a discount offer.
Recover lost sales with targeted SMS reminders.

3. Order updates

Keep customers informed at every stage of their order journey. Real-time shipping confirmations and delivery updates provide transparency and improve customer satisfaction.

Image showing an SMS notification with real-time shipping and delivery updates for an order.
Keep customers informed with timely order updates.

These updates enhance customer satisfaction by providing transparency and reducing customer support inquiries.

4. Customer support

Text message notifications provide instant communication to address concerns, from resolving order issues to answering questions or handling complaints. This real-time communication helps build trust and ensures a quicker resolution to customer concerns.

 Image showing an SMS notification about a customer support ticket update.
Provide instant support through SMS, addressing customer concerns quickly.

5. Subscription reminders

Use SMS to remind customers about subscription renewals or expiring memberships, ensuring they don’t miss out on continuing their service.

Image showing an SMS reminder for an expiring subscription with a renewal link.
Send timely SMS reminders for subscription renewals to reduce churn and keep customers engaged with your service.

These timely reminders help increase subscription renewal rates and reduce churn.

Plivo CX, an omnichannel customer engagement platform, makes it easy to send personalized SMS alerts, track performance, and keep your audience connected every step of the way. 

With intelligent segmentation and AI-powered messaging, businesses can optimize customer communication effortlessly.

Simplify customer engagement with SMS alerts powered by Plivo CX 

Many businesses struggle with sending restock updates, subscription renewal reminders, and replenishment alerts, especially for frequently ordered items like supplements and personal care products. These delays can lead to missed opportunities and decreased customer satisfaction.

With Plivo CX, it’s easy to keep customers in the loop. Whether it’s updating them on product availability, reminding them about upcoming renewals, or letting them know when it’s time to restock, you can keep them satisfied with minimal effort.

Image showing customer interaction on Plivo AI.
A customer interacting with the Plivo AI chatbot.

Here’s why you should choose Plivo CX for SMS alerts:

  • Seamless customer notifications: Automate alerts for restocks, renewals, and replenishments. Use manual/automated segmentation and behavioral triggers to send timely, relevant updates.
  • Flexible customer segmentation: Use manual segmentation to group audience based on purchase behavior and product interest, ensuring your messages are highly relevant and drive engagement.
  • Timely engagement: Send instant, delayed, or event-based alerts. Schedule messages at optimal times across time zones.
Image showing a dashboard for customer segmentation.
Use Plivo CX’s segmentation tools to group customers for targeted messaging.
  • Flexible campaign setup: Set up customized, event-driven SMS campaigns with pre-built templates and AI-powered message personalization.
  • Craft engaging alerts: Use AI-driven suggestions and pre-designed templates to create personalized messages. Create using Copywriter AI and deliver them instantly to reach customers on time.
Image showing AI-driven message options.
Create personalized alerts with AI suggestions.
  • E-commerce integration: Plivo CX seamlessly integrates with e-commerce stores like Shopify, BigCommerce, WooCommerce, Magento, and more, allowing businesses to send alerts directly from their e-commerce platforms.

Businesses leveraging SMS marketing with Plivo CX see an average of $71 generated for every $1 spent, along with 20% conversion rates from both back-in-stock alerts and subscription reminders.

Powered by Plivo’s premium carrier network with coverage in 220+ countries, Plivo CX also helps businesses cut SMS marketing costs by up to 70% while tripling ROI. 

Book a free demo and see how Plivo CX can help you deliver timely, automated alerts that drive customer engagement and sales!

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

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

Grid
Grid