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Featured

What is SMS Pumping: Plivo’s Quick Guide

Jan 8, 2024
7 mins

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

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

What is SMS pumping?

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

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

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

Real-World Impact: The Twitter Case

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

How does SMS pumping work?

The process typically unfolds as follows:

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

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

Signs Your Business Might Be a Target

Be vigilant if you notice:

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

Preventive Measures: Safeguarding Your Business

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

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

Plivo’s Solutions to SMS Pumping

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

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

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

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Jun 19, 2025
5 mins

RCS Marketing 101: Your Complete Guide

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

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

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

Rich communication services (RCS) makes that possible.

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

What is RCS marketing? 

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

A user on Reddit summed up this perfectly:

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

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

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

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

RCS vs. SMS marketing: A quick comparison

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

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

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

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

4 key benefits of RCS marketing

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

Here are its four key benefits.

1. Improved user interaction

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

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

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

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

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

2. Consistent brand experience

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

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

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

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

3. In-depth analytics

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

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

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

4. Higher conversion potential

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

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

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

5 major use cases of RCS marketing

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

1. Product promotions

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

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

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

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

2. Abandoned cart reminders

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

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

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

3. Appointment confirmations and reminders

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

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

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

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

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

4. Customer surveys and feedback

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

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

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

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

5. Customer support follow-ups

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

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

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

RCS marketing myths and realities

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

Myth 1: RCS marketing is too expensive

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

But cost alone doesn’t tell the full story.

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

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

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

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

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

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

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

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

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

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

Why choose Plivo for your RCS marketing needs

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

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

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

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

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

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

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

Jun 19, 2025
5 mins

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

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

Your customers are on WhatsApp but are your agents?

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

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

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

What is a WhatsApp AI agent?

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

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

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

What you need before setting up your agent

To go live with a WhatsApp agent, you need:

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

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

Optional but recommended integrations:

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

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

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

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

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

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

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

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

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

The goal is to build a WhatsApp AI agent that:

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

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

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

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

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

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

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

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

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

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

Depending on the customer’s reply:

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

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

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

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

Depending on the customer’s reply:

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

Step #3: Train your agent with AI

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

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

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

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

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

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

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

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

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

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

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

Plivo’s real-time dashboard lets you:

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

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

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

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

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

Plivo is purpose-built for WhatsApp AI agent deployment

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

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

Automate outcomes with WhatsApp agent setup in Plivo

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

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

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

Ready to get started? Request a free trial today!

Jun 19, 2025
5 mins

The Definitive Guide to Automating WhatsApp for Business

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

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

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

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

This is where WhatsApp automation steps in.

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

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

What is WhatsApp automation?

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

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

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

With WhatsApp business automation, you can:

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

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

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

Key benefits of WhatsApp automation

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

Reduce manual workloads and response times

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

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

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

Result: Faster response times and more efficient workflows.

Increases the scalability of customer interactions

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

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

Enhances customer experience through personalization

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

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

End result: Higher customer satisfaction and increased loyalty.

Cost-effectiveness compared to manual processes

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

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

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

5  popular use cases of WhatsApp automation across industries

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

1. Customer support

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

Example messages:

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

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

2. E-commerce operations

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

Example messages:

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

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

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

3.Marketing and lead nurturing

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

Example messages:

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

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

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

4.Event management and invitations

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

5.Appointment scheduling and reminders

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

Example messages:

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

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

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

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

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

Step 1: Define your use cases and goals

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

Set clear, measurable goals like: 

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

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

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

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

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

Step 2: Choose the right WhatsApp business API provider

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

  • Robust CRM integrations
  • Audience segmentation
  • Flexible automation workflows

These capabilities simplify your communication and scale your efforts efficiently.

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

With smart tagging and grouping, you can:

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

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

Step 3: Set up your WhatsApp business account

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

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

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

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

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

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

Step 4: Create and submit message templates

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

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

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

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

Step 5: Build automation workflows

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

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

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

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

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

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

Step 6: Test, launch, and optimize

Start with a pilot campaign to ensure everything runs smoothly.

Track key metrics:

  • Response time
  • Open rate
  • Conversion rate

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

Best practices for WhatsApp automation 

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

Tips for optimizing messaging frequency and timing

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

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

Leverage data analytics for campaign performance 

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

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

Compliance and customer privacy protection

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

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

Enhance customer communication with Plivo’s AI WhatsApp automation

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

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

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

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

Here’s how Plivo can enhance your customer communication:

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

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

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

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

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Dec 14, 2016
5 mins

Announcing Improved Voice 2.0 Infrastructure

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

International
Telephony

Since the beginning, we at Plivo have invested in our infrastructure because we know that a quality backbone is key to providing you and your customers with a great user experience. Today, we’re excited to announce two enhancements to our infrastructure:

  • New data center locations in South America (Brazil) and US-West (Northern California)
  • Improvements in our global network and voice routing algorithm

These improvements will help improve voice call quality by decreasing audio latency and reducing distortion, garbled speech, and intermittent pauses.

Best of all, we’ve already enabled these improvements for you at no extra charge.

New data center locations

We analyze and optimize for data center locations that positively impact inter- and intra-region connectivity. This is why we’ve added two new data center locations: one in São Paulo, Brazil, to handle our growing South America traffic and another in Northern California to facilitate better connections in North America from the West Coast. These new data center locations enable us to provide optimized in-region connectivity with customers and carrier peering hubs.

Improvements in global network and voice routing algorithms

To achieve low latency on voice calls, we’ve made optimizations to help us route calls more efficiently.

To better illustrate how our optimizations have made positive impacts at every step, here’s an example of a call flow on Plivo’s network. Consider a WebRTC call dialing from Rio de Janeiro, Brazil, to a friend in New Jersey, United States. Upon dialing, the WebRTC application connects the caller to the nearest Plivo voice data center in São Paulo. Plivo then routes the call to the Plivo voice data center closest to the destination, which in this case is in Virginia. After that, the call is connected to a local US carrier in New York and then routed to the receiver in New Jersey.

Voice Infra Flow Diagram

Lower edge latency from customer locations for SIP, WebRTC, and Mobile SDK-based endpoints

We’ve made improvements in the underlying infrastructure that helps your SIP, WebRTC, and Mobile SDK-based endpoints connect to our nearest in-region data centers around the world. We’ve reduced latency between the customer location and Plivo data centers to less than 100ms, which reduces voice call quality issues.

Here are examples of average ping times between customer locations and our nearest data centers:

Continent Data Center Location Destination Average Ping Time
North America USA West — Northern California Los Angeles 30ms
San Francisco 3ms
Seattle 20ms
USA East — Virginia New York 10ms
Chicago 45ms
Austin 32ms
South America Brazil — São Paulo Brazil 25ms
Argentina 60ms
Venezuela 95ms
Europe Germany — Frankfurt Germany 25ms
United Kingdom 20ms
France 20ms
Asia Singapore Singapore 10ms
India 85ms
Philippines 45ms
Australia Australia — Sydney Australia 20ms
New Zealand 20ms

Optimized global routing

We route calls through the nearest network of strategically located data centers worldwide, which lowers inter-region latency and improves call audio quality. This optimized routing means fewer dropped packets, less jitter, and less crosstalk, which is caused by long delays in the time a spoken word needs to travel to the receiver’s ear.

Voice Infra Improvement Example

Optimized intra-region connectivity

After detailed analysis of our voice traffic, we found that more than 25% of calls on our infrastructure traverse multiple regions, so we improved routing between our data center locations to optimize for inter- and intra-region connectivity. We’ve seen the delta in latency reduced significantly, which directly impacts jitter (broken audio) on voice calls. We now have data centers in:

  • South America (São Paulo, Brazil) — New
  • US-West (Northern California) — New
  • US-East (Virginia) — Updated
  • Europe (Frankfurt, Germany) — Updated
  • Asia (Singapore) — Updated
  • Australia (Sydney)

Faster connectivity to carrier peering hubs

To guarantee high quality of service, Plivo peers with Tier 1 carriers around the world with latency less than 20ms at major hubs, which reduces the amount of time needed to connect directly to carriers. To lower the latency between our data centers and carrier peering hubs, we’ve developed algorithms to evaluate and connect to the nearest peering hubs based on each call.

Continent Carrier Peering Hub Location Latency
North America Big APE, 60 Hudson, New York 20ms
South America PTT-SP — PTT São Paulo, Brazil 20ms
Europe Telehouse Frankfurt 20ms
Australia EQIX-SYD — Equinix Exchange Sydney 10ms
Asia EQIX-SIN — Equinix Exchange Singapore 10ms

Direct carrier connectivity and redundancy

Our carrier team has been working hard to make more local in-country carriers available to our networks. Increasing carrier availability and quality by providing multiple carriers in every country also improves connectivity between the destination carrier and the destination.

Of course, not all carriers are created equal, which is why we test every carrier on Plivo’s network for low post-dial delay (PDD), guaranteed features such as CLI and DTMF, and high mean opinion score (MOS). We also ensure that our networks connect to a minimum of two carriers in each country. This redundancy safeguards against single points of failure. In the event of a carrier failure, our infrastructure will automatically load balance and route traffic to more reliable carriers within the same region. We currently work with more than 100 in-county carriers globally to ensure that our network is always optimized, and we’re constantly adding more carriers to our network.

What do these improvements mean for you and your customers?

At Plivo, we understand that quality is at the core of any great product. High quality of service not only gives you access to clear voice quality, it also helps your business deliver the same level of quality to your customers.

Oct 28, 2016
5 mins

Introducing Toll-Free SMS for the US

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

SMS API
Toll-Free

You can now enable two-way SMS text messaging on all Plivo toll-free phone numbers in the United States.

Plivo delivers text messages with the lowest latency, highest delivery rates, and most affordable prices in the market. Our toll-free phone numbers use the same powerful SMS API as our SMS long codes and SMS short codes. It’s easy to create SMS campaigns on your existing voice-enabled toll-free phone numbers without migrating subscribers to a new phone number.

Toll-free SMS is an excellent alternative for A2P (application-to-person) traffic. Any business can now send A2P text messages on any toll-free phone number in the US. You can instantly provision a Plivo toll-free number, and enabling a phone numbers for SMS is easy. Instead of waiting months for a SMS short code to be enabled, you can start sending toll-free messages within 48 hours.

Here’s how short codes and toll-free, our two A2P SMS phone number offerings in the United States, compare:

Features Short Code
(555555)
Toll-Free SMS
(1-800-555-5555)
Accepted Traffic Type Application-to-Person (A2P) Application-to-Person (A2P)
Price per Month $1,000 – $1,500 $1
Additional Network Fees Extra Free
Application Process 12 Weeks 2 Days
Voice Enabled No Yes
Handset Delivery Reports No Yes
Two-way SMS Yes Yes
Long SMS Concatenation Yes Yes
Unicode Characters Yes Yes
Message Queuing Yes Yes
Real-Time SMS Alerts and Logs Yes Yes
Oct 27, 2016
5 mins

How to Ensure Smooth Phone Number Porting

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

Phone Numbers
Porting

When you want to transfer a phone number from one carrier to another, what happens? Number portability seems like a simple process, allowing you to retain the same phone number while switching service providers without experiencing service disruptions, but it’s surprisingly complex for regulatory reasons. The current process was put in place by the Federal Communication Commission (FCC) and Department of Telecommunication (DoT) to ensure that phone number ownership is properly validated before carrier changes. The process is overseen by the Number Portability Administration Center (NPAC), the administrative body of the FCC that facilitates portability for local numbers within the United States and Canada.

One of the most common questions we get about number porting is “how long will it take?” In most cases, porting a phone number can be completed within 10 business days of submitting an application. For more complicated ports that require custom routing, it can take 15–20 business days — though this timeline may vary between service providers. If there are any issues at any step, however, you may be requested to resubmit your application, which can double the amount of time needed.

Here are a few tips on what you can do to ensure that your porting application is not held up or rejected.

What happens during the phone number porting process?

Submitting a porting request sets off a flurry of communication between your current and new carrier. The process is subject to delays due to the complexity of the checks and validations required to prevent tampering, fraud, and illegal phone number transfers before the relatively straightforward technical porting takes place.

The process has four main phases: eligibility, application, validation, and porting. In the first three phases you can undertake certain activities to help speed up your application or prevent it from being delayed.

1. Eligibility

Process

Before you initiate the number porting process, check with your new carrier as to whether the phone numbers you want to port are eligible. The portability of phone numbers differs among countries and depends on the type of phone number and region you are porting into and out of. These limitations may be regulatory or technical.

If a phone number is not portable, you can’t switch it to another service provider. In that case, you’ll need to plan for a transition to a new phone number and ensure that your subscriber base is informed in advance.

Things you can do to ensure that your request doesn’t get rejected

How you submit a portability request varies from carrier to carrier. Requests are often made through a dedicated porting portal. If your new carrier doesn’t have one, raise a portability verification request to their support team.

During this early stage, you should consider the costs associated with porting out of your current carrier and into your new one. Within the US and Canada, most carriers charge port-out and port-in fees per phone number, both of which must be paid before the porting can be initiated.

Here’s a checklist to follow before you submit a porting application to ensure that your request doesn’t get rejected by your current or new carrier.

  • Check porting eligibility of new carrier account: Check that the account you have with your new carrier allows for number porting. In some instances, you may have to upgrade from a trial account to a full account.
  • Pay porting and phone number rental fees to new carrier: Typically (especially in US and Canada), porting and phone number rental fees are required by all carriers. Play it safe by ensuring that your new carrier account has enough of a balance to cover the phone number rental and porting fees associated with the newly ported phone numbers.
  • Ask the new carrier about credit checks: If you’re porting over many phone numbers or require a post-paid payment plan with your new carrier, you may be subject to a credit check. Do this before submitting your application.
  • Pay porting fees and any outstanding payments due to current carrier: Ensure that there are no outstanding payments due with your current carrier, including termination, port-out, and prior usage fees. Outstanding charges may lead your current carrier to reject the porting request.
  • Activate all phone numbers with current carrier: Check with your current carrier that the phone numbers you want to port are active and in service during the entire porting process. Any service interruption during this process will lead to the cancellation of the port.
  • Cancel all conflicting service requests: Having another service request pending with the current carrier may lead to a rejection. Request that your current carrier suspend all conflicting service requests so that the porting request can be processed.

2. Application

Process

Once the new operator confirms your phone numbers’ eligibility for porting, you can submit your porting request to the new operator. That means presenting validation documents to the new service provider so that they can contact your existing operator to release your phone numbers. This typically requires a signed Letter of Authorization (LOA), a Customer Service Record (CSR) or recent invoice, and the wireless account PIN or passcode if you’re making a wireless port.

Things you can do to ensure that your request doesn’t get rejected

Phone number validation is important, as phone numbers can be attached to large customer bases and privacy can be a serious concern. You must find out exactly what your new carrier is requesting and what your current carrier has on file regarding your account and your phone numbers. If you’re unsure, request the information from your current carrier before you submit the application. Here are specific things you should pay attention to:

  • Request application templates: Ask your new carrier for templates of their required documents, to ensure that your application adheres to their standards. Every carrier has their own set of documents and standards.
  • Match all the information provided: Ensure that all the documents you provide have the same names, addresses, and signatures, and that they match what your current provider has on file. If you’re unsure, request this information from your current carrier.
  • Match account number to phone numbers: Ensure that the account number of all of the associated phone numbers in your porting request matches the account number your current carrier has on file.
  • Use a valid BTN: When the billing telephone number (BTN) is used as a master number to identify your account with your current carrier, ensure that it matches the one on file with your current carrier.
  • Authorize the correct contact: Make sure that the person authorized to make changes on the account is the same person indicated on the porting request, and that they signed the LOA. If you’re unsure who it is, ask your current carrier.
  • Use the correct wireless PIN/passcode: The PIN provided for a wireless phone number must match the one on file with your current carrier. You can obtain the PIN from your current carrier.

3. Validation

Process

After you file the porting application, the new operator will communicate with your current service provider to validate that the organization requesting the port is indeed the owner of the phone numbers. More specifically, the new carrier provides all of your validation documents to your current service provider, which validates it if all the information matches what’s in your current carrier’s database. At that time, the current carrier sends a confirmation to your new operator along with a Firm Order Confirmation (FOC) date — the date that the new operator can port the phone number.

Things you can do to speed things up

Even though you have no control over the FOC date, you may be able to request a specific activation date (sometime after the FOC date) for the ported phone numbers. Typically, if there are no issues with your application documents, then your current carrier can confirm your ownership within a few business days. However, you can notify your current carrier of the port-out request to ensure that the request came through and ask if they can prioritize your request.

4. Porting

The technical aspect of porting takes milliseconds to complete and involves routing updates in the systems of both your current and new carriers. This phase should not cause any service disruptions, as your current service provider should deactivate service only after porting is complete with the new carrier. There’s not much variance in this part of the porting process. Once porting is complete, test all of your newly ported phone numbers to ensure that they’re working properly.

Successful phone number porting

The phone number porting process might seem daunting at first, but once you successfully complete your first porting request, all subsequent applications are just duplications of the first. Since porting is a highly regulated affair in North America, carriers must be extra careful with new porting requests from customers they are unfamiliar with, so ensure that all of your information is correct before you submit your application.

Oct 26, 2016
5 mins

Leveraging A2P SMS Text Messaging for Your Business

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

SMS API

Most people depend on mobile devices to function in their daily lives, so it has become imperative for companies to evolve from desktop to mobile-first strategies. From marketing promotions to notifications, people demand fast, convenient communication. By integrating application-to-person (A2P) messaging into your business, you can reach customers directly with real-time alerts and receive instant feedback on products and services. This post focuses on the basics of A2P SMS text messaging and the common types of applications for your business.

What is A2P SMS?

A2P SMS is text messaging between an application and an individual. It typically involves automated content sent by an organization or business to a subscriber. A2P is commonly used for confirmations, alerts, marketing campaigns, and two-factor authentication (2FA).

A2P SMS is used so widely that it has become part of people’s everyday experience without them knowing it. For example, a store could send an A2P SMS to notify shoppers of a holiday sale. Customers can then log in to the store’s online shopping portal by using a security code sent to their mobile device. Some establishments even accept payment via SMS, which may be confirmed using A2P messaging sent from an online portal. To deter credit card fraud, a consumer’s bank can send a notification of their purchase instantly upon the completion of a transaction.

A2P messaging is a direct contrast to peer-to-peer (P2P) messaging, which is communication between two individuals and typically involves one-on-one conversations. P2P communication use cases include group messaging applications, ride-hailing logistics, and dating apps.

Restrictions on A2P and P2P usage vary between countries, so it’s best to check with your service provider regarding regulations within countries that you would like to send A2P campaigns. In the United States and Canada, pro-consumer regulations have set strict guidelines and limitations on how companies can send A2P traffic in an attempt to protect consumers from unsolicited messages and minimize messaging spam. Only P2P messages can be sent over long codes (regular 10-digit phone numbers), while A2P traffic can only be sent over SMS short codes or toll-free SMS phone numbers. [Editor’s note 2021: This is changing.]

Short codes are special five- to six-digit phone numbers specially procured for businesses to send A2P traffic. Toll-free SMS phone numbers are simply toll-free phone numbers that have been SMS-enabled. Both short codes and toll-free numbers require special validation processes to ensure that only reputable businesses with legitimate use cases are approved, and that businesses are responsible with the purpose of sending their customers messages. Violations of SMS regulations can lead to cessation of entire SMS campaigns and suspensions of accounts.

Short codes and toll-free phone numbers have been built for A2P messaging. Short codes have the ability to send 40 times more SMS per second than long codes, making them highly desirable for sending messages to multiple users simultaneously. Shorter numbers are also more memorable to consumers than long codes and hence can increase campaign retention and engagement.

A2P SMS use cases

Here are some ways businesses have leveraged A2P SMS messaging to grow their customer bases.

Marketing and promotional campaigns

A2P messaging is a powerful resource for advertising and other promotional campaigns. Since short codes and toll-free phone numbers have two-way SMS enabled, businesses can send engaging SMS marketing and promotional campaigns. For example, companies can ensure compliance by having customers opt in for each promotion by responding with a specific keyword. Businesses have also used A2P messaging for campaigns that involve riddles and quizzes. Upon answering questions correctly, subscribers received a specific promotion, such as a coupon.

Companies like CallHub, an SMS and voice broadcasting software company that helps companies collect data from consumers, use Plivo’s two-way SMS service to distribute and monitor marketing campaigns, polling initiatives, and automated replies. Through a user-friendly dashboard, CallHub clients can publish custom messages to their contacts, increase engagement, and generate real-time feedback. Within three months of choosing Plivo, CallHub launched their polling system in 12 countries and gained a 4.6X increase in revenue. Because Plivo does not charge for incoming SMS, they also saved nearly 40% on rates.

Confirmations and alerts

One of the most popular use cases of A2P SMS is to send confirmations and alerts — brief, structured messages that notify a customer of time-sensitive information. For example, an airline could send you an alert that your flight is arriving an hour late. This type of information is urgent, so it’s crucial that alerts be delivered quickly and successfully. This means latency for SMS alerts should be low and the caller ID should be specific to your business. More on this in later sections.

For Zomato, a global food delivery service operating in 23 countries around the world, SMS dependability is essential. An undelivered confirmation is a grave complication that could lead to delays in the order queue. Plivo’s reliable voice and SMS services enabled Zomato to deliver instant order confirmations and delivery notifications, while also lowering their SMS costs around the world.

Two-factor authentication

Another common application of A2P SMS is mobile two-factor authentication (2FA), a security measure that asks users to verify their identity using a password sent to their cell phone. Many people encounter 2FA when they access their bank accounts or log in to applications with sensitive data and files, such as Google or Dropbox.

Confide, a private messaging application that deletes messages after they’re read, uses this two-step SMS verification process to enhance security. Once a user creates an account with Confide and enters their cell phone number, Confide uses Plivo to send an SMS message via short code phone number to deliver a random password. The user then copies that password into the Confide app so that they can complete their registration. This ensures that an individual can have only one account, since most people only have one mobile phone number, and it deters fraudulent signups by making it difficult for a bot to sign up with multiple phone numbers.

While it’s preferable to use a short code number for 2FA, sometimes using a regular 10-digit phone number (a long code) is beneficial. For example, if there’s a spam block in place against short code messaging, your users may never receive your 2FA message. To minimize this risk, it’s best to be able to use a combination of short and long code SMS messaging. Short codes let you know whether your message is delivered successfully, so you can use a short code for the first 2FA message, and follow with a long code message if the initial send fails.

Another prudent approach is to fall back to a voice call if necessary. If text messaging fails within a given amount of time, you can make an automated phone call with the codes spoken to the receiver via a text-to-speech engine. To enable this kind of fallback, be sure your service provider offers both an SMS and a voice API.

Integrating A2P SMS into your business

A2P messaging with short codes can be a powerful business tool, but companies need to be aware of the regulations for mass messaging customers. Even if consumers have opted in to receiving your texts, the messages themselves must adhere to CTIA regulations. Failure to comply can result in you losing your service.

Moreover, not all SMS service providers are created equal. A lot of factors go into the quality of the SMS platform. Three main factors for assessing SMS quality are latency, fixed sender ID, and delivery rates.

SMS latency

Latency for SMS refers to the time a message is initiated to the time it’s received, and it should be only a few seconds. From the end user’s perspective, when a user requests a 2FA authentication code, it should take less than a second to receive the code.

Fixed sender ID

Sender ID is not a factor that most businesses test for, but it’s essential in any two-way SMS campaign. A message’s sender ID has to match the phone number or short code that you want to receive replies on. If the sender ID doesn’t match, then the replies to your campaign will never arrive. Sender IDs can be a problem if your service provider uses aggregators that are not transmitting your text messages directly to the receiving carrier. When that happens, your text message may travel through multiple carriers and multiple countries before arriving at its destination, which can result in incorrect sender IDs — and extended latency.

Delivery rates

Even though many factors that can affect delivery rates are outside of your service provider’s control (recipient’s phone is off, bad reception, etc.), delivery rates for your SMS campaigns should be above 80%. For undelivered messages, your service provider should be able to provide the error code that indicates the reason why the message was not delivered (for example, incorrect destination phone number).

How Plivo helps its customers

Plivo is one of the leading cloud communication providers. We help enterprises and SMBs with their voice and messaging needs.

Every company has multiple applications that can leverage voice calling and text messaging. Plivo is uniquely positioned to offer solutions that match the varying needs of an enterprise while meeting expectations for quality and price. Plivo helps enterprises to differentiate their customer experience and add operational efficiencies as they grow.

Whether you’re a fast-growing organization or a stable business, Plivo can meet your business priorities and needs.

Plivo provides free 24/7 email support to assist our clients in integrating our services into their businesses quickly and seamlessly. To get started with A2P SMS messaging and begin engaging your customers today, contact our sales team.

Sep 14, 2015
5 mins

Announcing the Plivo Helper Library for Salesforce

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

SDKs
Salesforce

We’re excited to announce that the Plivo Helper Library for Salesforce is now available. Plivo’s Salesforce integration lets businesses add voice and SMS text messaging capabilities to new Salesforce apps and those already on the AppExchange. The Salesforce Helper Library allows new and existing Salesforce applications to leverage Plivo’s robust carrier network and access 1,600+ networks worldwide and phone numbers in more than 8,000 area codes. You can get free incoming SMS messages in 19+ countries, and experience an average overall savings of 48% compared to other cloud communication services.

We wrote the Plivo Helper Library for Salesforce to include Apex classes that let you interact with Plivo’s voice and SMS APIs to send and receive text messages and make and receive phone calls.

Existing and new Salesforce applications can now leverage Plivo’s APIs to make phone calls and send text messages to their users in over 200 countries. Plivo’s full-featured voice and SMS APIs also allow you to record voice calls for free, initiate bulk calling and texting campaigns, retrieve voice and SMS text message details within Salesforce, and provision phone numbers instantly.

Here are examples of Salesforce applications that currently use Plivo’s voice and SMS APIs:

  • Two-way SMS texting for sales and service agents
  • Bulk texting for lead nurturing, emergency alerts, loyalty programs, and event reminders
  • Click-to-call dialer within the Salesforce CRM
  • Delivery of automated text-to-speech info for lead nurturing
  • Cloud-based voicemail for sales lines
  • Inbound call tracking

Apr 1, 2015
5 mins

Announcing New Partnership with RCDevs Security Solutions

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

Integration

We’re pleased to announce a partnership with RCDevs to bring strong SMS authentication solutions to businesses of all sizes. RCDevs is an award-winning security company that specializes in cost-effective enterprise security solutions including two-factor authentication, identity and access management, secure transactions and electronic signatures, and corporate cloud security. Like Plivo, RCDevs believes that high-quality cloud solutions should be accessible to businesses of all sizes. Going forward, we’ll continue to work together to bring strong and affordable authentication technology to customers around the world.

RCDevs’ OpenOTP technology is natively integrated with Plivo’s SMS API to bring reliable one-time password solutions to customers at a low cost. This new integration connects RCDevs’ strong authentication solution with Plivo’s worldwide Tier 1 network. Now, RCDevs customers can reliably and securely deliver one-time passwords through SMS text messages to anyone in the world. The combined solution is easy to set up, reliable, and cost-effective, and with Plivo’s intelligent queuing system, OpenOTP can scale from SMBs to large global enterprises.

“We’re excited to be partnering with RCDevs,” says Venky B., CEO and co-founder of Plivo. “RCDev’s two-factor authentication solutions are already used by global IT, financial, and health care enterprises, and this partnership will help deliver OpenOTP to even more users around the world.”

Mar 31, 2015
5 mins

Improved Browser SDK Documentation

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

Browser SDK
Documenation

A few weeks ago, we released an improved set of SMS documentation. Today, we’re following that up with new Browser SDK documentation.

Plivo’s Browser SDK uses WebRTC (Web Real-Time Communication), a game-changing technology that allows businesses to build browser-based real-time communication tools without plugins. This new generation of communication tools uses only a data connection to transmit voice-based calls. Specifically, Browser SDK allows you to:

  • Make phone calls from a browser: Your browser can act like a phone and make calls to mobile phones, landlines, or SIP-enabled devices, including softphones.
  • Receive phone calls on a browser: Receive calls in a browser-based app from any mobile phone, landline, or SIP-enabled device.
  • Make phone calls between browsers (browser-to-browser): Users can make phone calls with your browser-based app without the recipient needing to use the same browser, telecom software, or plugins.

Among the new Browser SDK doc pages we’ve added:

  • Introduction to Browser SDK: Learn the fundamentals of how our Browser SDK works and what you'll need to build your app.
  • Make Outgoing Calls: Make calls directly from any web browser to phone numbers and SIP endpoints.
  • Receive Incoming Calls: Receive incoming calls from mobile phones, landlines, or SIP-enabled devices (such as softphones) directly in your browser-based app.
  • Create Dynamic SIP Endpoints: Create new endpoints for each new call connection to prevent uninvited calls from calling in on an existing line.

Feb 25, 2015
5 mins

Announcing New Australian PoP For No-Latency Calling Within Australia and New Zealand

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

Integration
Telephony

We’ve added a new point of presence (PoP) in Sydney, Australia, that connects directly with a local Tier 1 carrier in Australia. This means that all of our customers in Australia and New Zealand now have automatic access to latency-free voice calls.

Before we added the new PoP, we routed Australian and New Zealand phone calls through our closest PoP, which was in Hong Kong. The extra network hops added 130–150 milliseconds (ms) of latency to each call, delaying the time it took for voice traffic to travel from the speaker’s mouth to the receiver’s ear. The human ear starts to notice voice delays when latency is greater than 250ms. Even though the International Telecommunication Union’s recommendation for most voice applications states that delays should be kept below 150ms, we knew that having a PoP in Australia was critical to giving our customers the best possible voice quality.

Infographic New PoP in Australia

Improvements with Australia PoP

Now, all local calls within Australia and New Zealand are kept within the region and routed through our direct connection with a local Australian carrier. This allows for sub-20ms access to our local Australian carrier, which means there’s virtually no latency.

Infographic New PoP in Australia and local routing

As always, our Voice API comes with a full stack of capabilities to help you build powerful voice calling features for your business:

Multilingual Text-to-Speech Free
Call Recording Free
Recording Storage Free
Automatic Machine Detection Free
Dynamic Caller ID Free
Concurrent Calls Unlimited
Transcription Auto: $0.05/minute
Hybrid: $0.35/minute

Security and availability

Our new Australian PoP is equipped with state-of-the-art onsite security and industry-standard network controls including:

  • 24/7 surveillance: Dedicated 24/7 state-of-the-art electronic surveillance and physical security measures at all of our server locations.
  • Backup encryption: Advanced Encryption Standard (AES) 256-bit encryption used to encrypt all stored backups.
  • Network redundancy: Redundant links reroute traffic over backup networks in less than two seconds in case of backbone failover.
  • Systems and data redundancy: Multiple instances and redundant servers with active pairs trigger automatically in case of failover.

Get the best latency-free voice API today!

no credit card required
Feb 24, 2015
5 mins

Improved SMS Docs

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

SMS API
Documenation

We’ve had countless customers tell us that they love our product, but fewer people gush about our documentation. As an infrastructure company, having great docs is just as important as boosting call quality and SMS delivery rates. This is why, as part of our focus on making our product the best it can be, we’ve put together a small task force to improve our documentation. We hope that the improvements we’re making help ensure that both novice and seasoned developers have a great experience with Plivo.

We researched and referenced some of the documentation that we like, then prioritized the top six things we want to do:

  1. Lower the learning curve: We often take our own knowledge for granted and forget how hard it was for each of us to learn a new platform. To lower that learning curve, we’re breaking down the Getting Started section into more foundational steps.
  2. Build a better foundation: By breaking down and simplifying each step, we’re trying build a better understanding for our developer customers. Each tutorial will build on the ones before it.
  3. More comprehensive: Telecom is full of technical jargon that’s important for conceptualizing how web and mobile apps interact with telecom infrastructure. Therefore, you’ll see us explain certain concepts in more detail to bring more transparency to the way telecom works.
  4. Focus on what’s important: To highlight what’s important, we’ve added note sections to mark up the essential parts to each tutorial.
  5. Better code markup: We’ve upgraded our syntax highlighter to include line numbers and support for more languages.
  6. More languages: Our Getting Started section is full of examples, but most of them were written in Python. You’ll now see how everything can be done in Ruby, Java, PHP, .NET, and Curl as well.

To start things off, we’ve added more getting started tutorials for SMS. And in the next few weeks, you can expect to see a lot more improvements.

Here are some of new SMS tutorials we’ve added:

  • Send a Single SMS Message: Send an outbound SMS text message to any phone number. Use cases: two-factor authentication, notifications, communication apps, etc.
  • Receive an SMS Message: Receive SMS text messages in 19 countries around the world. Use cases: ride hailing, delivery coordination, surveys and polling, two-factor authentication, etc.
  • Reply to an Incoming SMS Message: Interact with end users using SMS text messages. Use cases: product reviews, dating apps, purchase verification, etc.
  • Forward an Incoming SMS Message: Redirect incoming messages to another phone number. Use cases: help desks, sales teams, CRM, etc.
  • Handle SMS Delivery Reports: Set up a web server to handle all of your delivery reports. Use cases: customer dashboards, analytics, calculating ROI, etc.
  • Forward SMS to Email: Forward SMS text messages on your phone number to your email inbox.

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

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

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