
AI Voice Agents - The Complete Guide to Voice Chat (2025)
Learn everything about an AI voice agents, its benefits, implementation tips, and the AI voice chat applications for business success.
Longer wait times, high call volumes, and language barriers in call centers often frustrate customers. Complex interactive voice response (IVR) menus only add to the problem, leading to customer dissatisfaction. That’s why companies are adopting smarter self-service solutions like artificial intelligence (AI) voice agents. In fact, experts predict the voice bot market will reach $98.2 billion by 2027, showing a clear trend toward smarter solutions to improving customer experience.
AI voice agents technology combines Natural Language Processing (NLP), machine learning, and voice recognition to transform customer interactions. It provides quicker, more efficient service and improves the overall customer experience.
In this guide, we'll explore what AI voice agents are, their key features, practical use cases, and tips on how to implement a voice agent in your business.
What is an AI voice agent?
An AI voice agent is a two-way conversational tool that communicates with the customer. It automates inbound and outbound calls without human intervention and transfers calls to a human agent when needed.

The biggest advantage? Callers can navigate an IVR by speaking naturally, without listening to long, complex menus or pressing numbers on a keypad.
Popular AI voice agent examples include Apple's Siri, Google Assistant, and Amazon's Alexa. These tools simplify interactions, provide instant answers, and automate tasks. In contrast, advanced bots like IBM’s Watson Assistant and Microsoft’s Cortana handle customer support, sales inquiries, and internal communications.
Types of AI voice agents
Here’s a breakdown of the four main types of AI voice agents and how they can benefit your business:
Rule-based AI voice agent
Rule-based voice agent use predefined sets of questions and rules to offer answers or perform tasks. Such voice agents handle routine tasks and customer FAQs. They answer all queries that fall under the if-this-then-that logic.
For example, an e-commerce site using a bot to guide customers in checking their order status or a banking site handling routine inquiries like balance checks, bill payments, transaction histories, etc.
AI-assisted voice agent
AI-assisted voice agents use machine learning and natural language to interpret conversations so they can analyze the context and grasp what the speaker means. This makes them far more capable and user-friendly than the conventional, rule-based voice agents.
Let’s suppose a user asks Alexa, 'What's the weather tomorrow?' and then follows up with, 'How about next week?' it remembers the context. This adaptability means customers don’t have to repeat themselves, creating a more contextual customer experience.
Conversational AI voice agent
Conversational voice agents make conversations using natural language. They’re more nuanced than AI-assisted voice agents as they can handle complex conversations using everyday language to create more personalized interactions.

Google Duplex, and IBM Watson Assistant, are examples of conversational voice agents. They can make phone calls, make reservations, and handle natural conversations with a human-like tone.
Voice-activated voice agent
These bots use voice commands to answer practical questions and perform routine tasks. They are more flexible than personal voice agents that adapt to speakers and perform customized tasks.
Such bots serve as digital assistants to AI-assisted bots like Siri.
How does an AI voice agent improve customer engagement?
A customer calling your sales team wants to feel valued and understood. An AI voice agent does that. It puts the customer at the center, creating a better experience and driving business benefits as a result. Let’s understand it with a few use cases.
Use case: Get a quick update on order status, 24/7

Assuming the AI voice agent is integrated into your CRM, it greets the customer by name. Instead of navigating through a branched IVR to get their order status, the customer can simply say ‘order status’ and the voice bot pulls out the order details from the CRM and gives the user a real-time update within seconds.
Sheraz Ali, the Founder of HARO Links Builder states that their voice agent managed over 30% of customer interactions in one of their company projects and drastically reduced wait times.
“It also improved our response efficiency and led to a 20% increase in customer satisfaction scores and a reduction in operational costs within three months.”
Benefits:
- Decreased waiting time.
- Limited IVR menu navigation.
- No human intervention is required.
- Quick response times.
- Reduced business costs.
- Tangible increase in customer satisfaction.
Use case: Improve language learning for students

A language learning platform uses a voice agent to provide real-time translations and personalized tutoring. So the voice agent instantly supports students in any subject by translating and clarifying complex terms in their preferred language.
Benefits:
- Reduced requirement for multilingual staff.
- Increases inclusivity as the bot answers in the user’s preferred language.
- Language barriers are removed.
Use case: Improve patient outcomes in healthcare

It's easy to miss appointments or forget to deliver prescriptions to the patient’s home timely. A healthcare service can employ a voice agent to deliver personalized care and offer preliminary health assessments, medication reminders, and easy appointment scheduling, all according to the individual patient's needs.
Benefits:
- Saves time by streamlining appointment bookings.
- Ensures medication adherence with timely reminders.
- Reduces workload for healthcare providers with automated support.
Use case: Streamline routine financial services

Once integrated with the banking system, the voice agent automates routine financial tasks, provides instant account information, processes transactions, and delivers personalized financial advice around the clock.
Benefits:
- 24/7 access to financial services without wait times.
- Improves customer experience with quick, accurate responses.
- Automates routine tasks, freeing up staff for complex queries.
- Provides personalized advice to improve financial decision-making.
Use case: Get personal shopping assistance

An e-commerce platform can use a voice agent to assist customers with product selection, provide personalized recommendations, and automate the sales process from start to finish.
Benefits:
- Delivers a personalized shopping experience 24/7.
- Boosts sales with customized recommendations.
- Reduces cart abandonment by guiding customers to checkout.
- Improves customer satisfaction with fast, accurate service.
Features of an AI voice agent
To understand why voice agents are so effective, let’s look at the key features that improve the overall customer service experience while streamlining business operations.
The best voice agents for businesses come equipped with:
Natural language understanding (NLU)
An AI voice agent understands user queries by converting speech into text using AI and NLP. It then forms an appropriate response and converts it back into speech using text-to-speech (TTS) technology. This ability to understand and respond in natural, conversational language sets AI voice agents apart from traditional IVR systems, which rely on rigid, menu-based responses.

Personalization capabilities
Customers want quick, personalized responses to their queries, unlike complex IVR systems that frustrate them with lengthy menus. An AI voice agent offers contextual conversations, adapting to the user’s intent. It detects speech cues, skips irrelevant interactions, and also transfers calls to the right agent.
Hence, when comparing voice agents to IVRs, the bot's ability to offer personalized interactions like a human outshines communication systems that follow even the best IVR practices.
Multi-language support
AI voice agents break down language barriers, supporting multiple languages to provide a more inclusive and accessible customer experience. Businesses can easily connect with diverse customer bases across the globe.
For instance, Plivo supports speech recognition in 27 languages and their regional variants.
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Integration with other platforms and services
AI voice agents easily integrate with platforms like customer relationship management (CRM) systems, Enterprise resource planning (ERP) tools, and ticketing software. They access and update customer data in real time to ensure accuracy.
These bots also pull relevant details, automate follow-up actions, and sync with communication channels like email or chat. This creates a personalized and consistent customer experience across all touchpoints.
Benefits of voice agents
Let’s now look at the benefits of AI voice agents.
Enhanced user experience
Many businesses have concerns over the quality of a voice agent for customer service. However, a voice agent answers queries quickly regardless of the time of the day. Speedy, reliable answers are important to providing excellent service, making voice agents an invaluable tool for businesses looking to improve customer satisfaction.
Additionally, businesses can:
- Handle routine queries and common tasks faster than human agents.
- Remove the need for users to navigate complex IVR menus.
- Manage high-volume calls without errors.
Better cost efficiency
An AI voice agent doesn’t just save time, it also saves money. It boosts user satisfaction and reduces support times by automating repetitive queries. This frees up staff for higher-value tasks, and interacting with customers after hours has improved lead conversion.
The direct benefits to businesses are:
- Reduces the need for a larger customer support team.
- Allows human agents to focus on complex, high-value inquiries.
- Engages users outside business hours to boost marketing return on investment (ROI).
- Lowers training costs and minimizes the risk of providing incorrect information.
Accessibility for users with disabilities
With over one billion people living with disabilities worldwide, voice agents make services more inclusive. They enable hands-free, accessible interactions, allowing customers with visual, motor, or cognitive impairments to engage with the business easily. This not only improves customer satisfaction but also broadens the company’s reach to a more diverse audience.
Data collection and analysis for improved services
Voice agents don’t just serve customers — they also gather insights. Use this data to analyze data and improve services, personalize marketing efforts, and make more informed business decisions.
24/7 availability
Unlike human agents, voice agents are always accessible. They ensure customers get help whenever they need it, contributing to a more consistent and reliable customer experience.
Future of AI voice technology
As IBM's data engineer, Chris Hay puts it, "We're entering an era where every mom-and-pop shop can have the same level of customer service as an enterprise." This statement captures the transformative potential of voice recognition technology.
AI voice chat applications benefit businesses of all sizes by delivering top-tier customer experiences. Tech giants are already paving the way. Microsoft has updated its Copilot AI with advanced voice capabilities, allowing it to handle complex queries with natural language reasoning, while Meta has introduced voice AI to its messaging apps.
AI voice assistants will move beyond smartphones, integrating into wearable devices like the recently unveiled Meta Orion augmented reality glasses. For businesses handling sensitive client relationships, this could mean smarter, empathetic bots that mirror the tone and approach of a human assistant.
Key upcoming trends:
- Hyper-personalization: Customized voices and targeted recommendations.
- Advanced problem-solving: Managing complex queries using natural language.
- Real-time analytics: Analyzing customer tone for deeper insights.
Yet, challenges remain. Arvind Rongala, the founder of a skill-management solution provider, shares, “There are still issues, especially with data privacy and ensuring interactions are human-like. In addition to resolving problems with bias in training data and regulatory compliance, businesses must strike a balance between automation and personalization. For example, adhering to GDPR regarding the storage of voice data can be challenging, but doing so is essential to fostering trust.”
Ultimately, businesses need to prioritize data security, explore multi-device integration options, and develop stronger contextual understanding for natural interactions.
Launch an AI voice agent with Plivo
Any scaling business needs a voice agent that's easy to integrate, globally accessible, and cost-effective without sacrificing quality.
Plivo checks all these boxes, offering seamless integration, seven global points of presence for low-latency interactions, and competitive rates starting at just $0.0040 per minute. It's ideal for businesses willing to scale while keeping operational costs in check.
In fact, Plivo can reduce operational costs by up to 40%.
Moreover, its commitment to reliability is backed by a 99.99% uptime guarantee, with failover capabilities that switch within two seconds if any disruptions occur.
You can launch voice agents with Plivo using just a few lines of code.
- Log in to your OpenAI Account: Secure your API key and RealTime API access.
- Log in to your Plivo Account: Sign up and get a voice-enabled number.
With integration options for leading speech-to-text (STT) and TTS providers like Deepgram and ElevenLabs, you can launch AI voice agents in multiple regions, including India, using local numbers.
Use Plivo-powered voice agents for:
- Personal shopping assistance: Offer personalized recommendations, go through product selections, and close sales.
- Healthcare automation: Improve patient outcomes with medication reminders, and appointment scheduling, and offer preliminary health assessments.
- Inclusivity in education: Break language barriers in learning with real-time translations and personalized tutoring across multiple subjects.
- Routine financial services automation: Provide instant account information, personalized financial advice, transaction processing status, etc. to customers.
With a 24/7 AI voice agent, your business can handle these tasks around the clock, ensuring that customers are never left waiting. Want to improve customer experience with Plivo? Contact us today.
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RCS Marketing 101: Your Complete Guide
Discover how RCS marketing delivers rich, branded messages that drive engagement for your business.
SMS marketing works, but let’s be honest: it feels a bit outdated compared to modern apps.
But what if you could send rich, interactive messages with branded content, images, buttons, and carousels straight to your customers’ native messaging apps?
Rich communication services (RCS) makes that possible.
If you’re ready to explore how RCS marketing can transform your engagement strategy, this guide will walk you through everything you need to know. Let’s get started.
What is RCS marketing?
RCS marketing uses rich communication services to send interactive, branded messages through a customer’s default messaging app. It’s a modern upgrade to SMS that lets businesses share images, buttons, carousels, and more — all without needing third-party apps.
A user on Reddit summed up this perfectly:

RCS lets you send messages that are visually branded with logos and colors while remaining interactive. This turns static updates into an app-like experience inside a message.
This shift is part of a broader industry move, led by Google and backed by major mobile carriers, to upgrade messaging infrastructure and make RCS the default standard on Android devices.
As support continues to grow, businesses are adopting RCS as part of their customer engagement strategy. Platforms like Plivo make that adoption easier with a reliable, enterprise-grade gateway to deliver rich, reliable RCS campaigns at scale.
RCS vs. SMS marketing: A quick comparison
Marketers today are looking for ways to deliver more interactive and visual communication, and RCS is clearly leading the way.
While SMS still works well for simple alerts, it lacks the creativity and engagement that RCS marketing offers.
Let’s take a quick look at RCS vs. SMS marketing.
4 key benefits of RCS marketing
RCS marketing makes messaging feel more natural for both you and your customers. And since you can see what’s working and what’s not, it’s easier to pivot your strategy and get better results.
Here are its four key benefits.
1. Improved user interaction
One of the biggest advantages of RCS marketing is how seamless it makes the experience for your customers. Instead of typing out replies or clicking a link to open a website, users can just tap a button right inside the message.
Want them to book a demo, check order status, or browse products? It’s all possible with just a tap.
Fewer steps mean less effort, and that leads to more people following through. In fact, individuals spend up to 37 seconds engaging with RCS messages, which is a lot longer than most other types of mobile messaging.

That extra time and interaction can make all the difference when you’re trying to convert interest into action.
2. Consistent brand experience
RCS marketing doesn’t just tell people who you are — it shows them.
Verified business profiles help people know they’re getting messages from the real brand. Every message shows your brand’s logo, name, colors, and a checkmark. These small details make it clear that the message is coming from a genuine source.

This consistency matters because 88% of people are more likely to buy from a brand they trust.
3. In-depth analytics
With RCS marketing, you can track open rates, button clicks, and how people interact with each part of your message.
You get clear visibility into what’s working and where users are dropping off.
This makes it much easier to measure the return on investment (ROI) and fine-tune your campaigns. The more you understand how people engage, the better you can shape your messaging for results.
4. Higher conversion potential
RCS marketing makes it easier for customers to take action — whether that’s browsing products, booking a service, or making a purchase — all within the message itself.
With fewer clicks and no need to switch apps, the path to conversion feels effortless. And when it’s that easy, more people follow through.
For example, EaseMyTrip used RCS to run a post-COVID travel survey. They added quick-tap answer options and followed up with a thank-you coupon. The campaign saw a 4x higher click-through rate than email, 10x more survey completions, and a 2.7% increase in conversion rate.
5 major use cases of RCS marketing
Here are five major use cases showing how brands are using RCS marketing effectively.
1. Product promotions
RCS makes product promotions feel more like browsing a store than reading a message. Brands can send image carousels that customers can swipe through to explore new arrivals, check product details, and see what’s available without leaving their messaging app.

2. Abandoned cart reminders
The average cart abandonment rate is over 70%, which means most shoppers never make it to the finish line. RCS marketing can help bring them back by making the reminder more engaging and easier to act on.
You can send a message that shows exactly what they left behind, along with a clear button to complete the purchase. It’s visual, straightforward, and the entire experience stays within their messaging app.
3. Appointment confirmations and reminders
A PhD thesis from Manchester Metropolitan University found that forgetfulness is the most common reason people skip their appointments.
RCS makes it easier for both businesses and customers to stay on the same page. You can send a message that shows the appointment details along with a simple calendar view. Add buttons to confirm, reschedule, or cancel — all within the chat.

4. Customer surveys and feedback
Getting feedback is important, but most customers lack the time or patience to complete lengthy forms. RCS marketing makes it easier by allowing brands to ask short, targeted questions and receive quick responses.
Plus, the rich features of RCS let you include images, ratings, or multiple-choice options, making feedback feel more like a conversation.
5. Customer support follow-ups
After a support request is resolved, following up shows customers you care and helps close the loop on their experience. But if the follow-up message gets buried in an email inbox or goes unnoticed, that opportunity to connect is lost.
With RCS marketing, you can send a quick message to check if everything’s working fine. You can include helpful buttons like “Change Password,” “Manage Account,” or “Talk to Support.”

RCS marketing myths and realities
Despite RCS marketing’s growing adoption and proven results, some common misconceptions still hold businesses back from trying it. Let’s look at a few of the biggest myths and what’s actually true.
Myth 1: RCS marketing is too expensive
At first glance, RCS business messaging can seem like a pricey upgrade. Rich visuals, tap-to-action buttons, and branded layouts look premium, so it’s easy to assume they come with a hefty cost.
But cost alone doesn’t tell the full story.
What you get in return matters more. RCS drives significantly stronger engagement with higher click-through rates, increased interactions, and better overall outcomes.
Take Club Comex, the loyalty program of North American paint brand Comex. They sent two rich and interactive RCS campaigns to their members and saw a 10x higher click-through rate, which helped increase revenue by 115%.
That’s the value side of the equation. Better targeting and richer content mean more people click, engage, and convert.
Myth 2: RCS marketing doesn’t reach enough users to be worth it
This concern made sense in the early days of RCS, when adoption was still catching up. But the landscape looks very different now.
In June 2024, the 12-month growth of RCS users reached 36.3%, showing faster uptake than other messaging channels. More Android devices support RCS by default, and it’s being rolled out across more networks globally. Even Apple has announced support, which means RCS is on track to reach a massive number of smartphone users worldwide.
With that kind of growth and widespread support, the hesitation around RCS is starting to fade. Brands can confidently invest in RCS marketing knowing it will connect with more customers than ever before.
Myth 3: RCS gets treated like spam and ends up ignored just like emails
Unlike email, RCS messages appear directly in the user’s primary messaging app alongside personal conversations. They include rich media and interactive elements, making them more engaging and less likely to be ignored.
This creates a more natural, conversational experience that drives higher open and response rates than traditional marketing channels.
Why choose Plivo for your RCS marketing needs
With RCS, you can turn simple messages into rich, branded conversations that feel more like chatting than broadcasting.
Plivo gives you the tools to make that shift without the hassle. From verified messaging to smart automation, everything works together to help you connect better and respond faster.
When combined with AI Agents and a unified customer data platform, RCS becomes more than just messaging. You can deliver personalized experiences at scale, automate everyday interactions, and keep conversations flowing without lifting a finger.
Here’s what you get with Plivo’s RCS API:
- Real-time personalization: AI Agents tailor conversations using customer profiles and behavior triggers to improve engagement and conversions.
- Multi-channel fallback: If RCS isn’t supported, messages automatically switch to SMS to ensure delivery and maintain consistent communication.
- Conversational automation: AI Agents handle FAQs, process orders, schedule deliveries, and route complex queries within RCS.
- All-in-one messaging platform: Manage RCS, SMS, WhatsApp, Voice, and more from a single dashboard.
- Reliable performance: 99.99% uptime and global infrastructure keep your campaigns running smoothly.
With Plivo’s no-code tools, you can quickly launch AI-powered RCS messaging across channels and deliver a consistent customer experience from day one.
See how you can launch your first RCS marketing campaign with Plivo by requesting a demo today!

WhatsApp Agent Setup: How to Launch AI-Powered Conversations at Scale
Learn how WhatsApp agent setup works using Plivo to launch AI-powered, no-code agents that handle support, sales, and engagement at scale.
Your customers are on WhatsApp but are your agents?
If you’re still relying on manual replies, scripted chatbots, or email follow-ups, you’re leaving response time and revenue on the table.
The smarter path? AI-powered WhatsApp agents. They’re full-service, no-code agents that can resolve issues, qualify leads, and send personalized offers 24/7.
In this guide, we’ll walk you through WhatsApp agent setup using Plivo and understand how these agents help you automate conversations that convert.
What is a WhatsApp AI agent?
A WhatsApp AI agent is an automation designed to operate over the WhatsApp Business API. Unlike scripted bots, agents are built to understand intent, pull in context from your internal systems, and complete business tasks like answering account-specific questions or initiating transactions.
Plivo’s WhatsApp AI agents can be trained to use your brand voice, integrated with your CRM or helpdesk, and customized to handle specific use cases, such as subscription renewals, cart recovery, refund processing, or customer onboarding.
They are accessible through a no-code interface and support a multilingual, omnichannel customer experience across WhatsApp, SMS, RCS, and voice.
What you need before setting up your agent
To go live with a WhatsApp agent, you need:
- A verified Meta Business Account
- An active WhatsApp Business Account (WABA) tied to a phone number
- Pre-approved message templates for outbound communication
- WhatsApp Business API access through a business solution provider (BSP) (Plivo offers this natively)
- A platform to design, train, and manage agents (Plivo Agent Studio)
Also read: How to Create WhatsApp Message Templates: A Complete Guide
Optional but recommended integrations:
- CRM (like Salesforce, HubSpot, or Zoho)
- Helpdesk (like Zendesk or Freshdesk)
- E-commerce or billing tools (Shopify, Stripe, etc.)
Step-by-step: How to set up a WhatsApp agent with Plivo
Follow this step-by-step guide for a smooth WhatsApp agent setup with Plivo.
Step #1: Choose your primary use case and define agent scope
Don’t build a generic bot. Start with why you’re automating. This could be handling support queries, sending order updates, re-engaging inactive customers, or managing subscription renewals.

Plivo provides a library of prebuilt AI agents for common use cases like cart recovery, lead qualification, appointment reminders, and product recommendations. You can choose to use one as-is or customize it to fit your business process. Each agent is compatible with WhatsApp and designed to operate across channels as needed.
Step #2: Build the agent using Plivo’s no-code platform
Since your API access is already set up, you can begin building your agent in Plivo’s Agent Studio. This is a visual, drag-and-drop builder where you create conversation flows using blocks that represent actions, responses, conditions, and triggers.

You can structure your flow to respond to specific keywords, match customer intent, route inquiries to different departments, or escalate to a live agent when needed. Each step in the journey can include media-rich responses like buttons, product carousels, quick replies, and file attachments.
Beyond logic design, you can also configure fallback rules for when the agent is unsure, and add human handoff conditions to ensure escalations happen smoothly with full context transferred to the live agent.

This step allows you to fully customize the agent’s tone, workflow, and logic to reflect how your brand communicates.4
Step #3: Train your agent with AI
Plivo supports integration with internal systems like your CRM, order management platform, inventory tools, or helpdesk. This means your agent can access real-time customer data, past orders, preferences, and policies to deliver personalized responses.
You can also connect your knowledge base, including FAQs, SOPs, product documentation, or policy articles. These resources train the agent to respond accurately and contextually, without needing scripted answers.

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

Step #4: Test, launch, and monitor your agent
Once your flow is built and trained, run controlled tests:
- Check for flow accuracy and intent matching
- Review how it handles incomplete or unclear inputs
- Test human handoff and see if the agent transfers the full context

Plivo’s real-time dashboard lets you:
- Monitor delivery, engagement, and satisfaction metrics
- Track where users drop off in conversations
- Identify areas to improve agent logic or content
- Compare campaign and agent performance across channels
After launch, your agent keeps learning. As more customers interact, you’ll gather insight to improve how it responds or what paths it offers.
Plivo is purpose-built for WhatsApp AI agent deployment
Plivo’s platform is designed to help you move from idea to live AI-powered engagement without requiring engineering support or external consultants. When you use Plivo for WhatsApp agent setup, you get:
- Access to prebuilt agents for sales, support, and engagement
- Intuitive no-code builder (Agent Studio) that puts you in control
- Deep integration with your business systems for real-time, contextual replies
- Support for the best LLMs on the market, so your agent is trained with intelligence
- Built-in compliance with WhatsApp’s policies and global data laws
- Unified interface to manage messaging across WhatsApp, SMS, RCS, and Voice
- Enterprise-grade infrastructure with 99.99% uptime and expert onboarding support
Automate outcomes with WhatsApp agent setup in Plivo
Smart WhatsApp automation starts with smart setup. With Plivo's no-code platform, you can automate customer conversations, boost sales, and scale support — all without a development team.
Plivo offers the tools to build agents that reflect your brand, the infrastructure to scale securely, and the intelligence to adapt with your customer needs.
Whether you're trying to cut support wait times, recover abandoned carts, or drive upsells through personalized outreach, a well-built WhatsApp agent can make it happen, and Plivo makes it achievable.
Ready to get started? Request a free trial today!

The Definitive Guide to Automating WhatsApp for Business
Learn how WhatsApp automation can simplify customer communication and scale operations. Know about its key benefits and use cases. Get started today.
Remember when WhatsApp was just a simple messaging app? Launched in 2009, it was a tool for friends and family to stay in touch.
Fast-forward to today, and WhatsApp has become a global powerhouse with over 3 billion monthly active users. Businesses worldwide leverage WhatsApp to connect with customers, share updates, and provide support.
Many businesses struggle to keep up with the growing volume of customer messages on WhatsApp. Manually handling inquiries, sending updates, or following up on leads can quickly become overwhelming and inefficient.
This is where WhatsApp automation steps in.
By automating repetitive messaging tasks, businesses can reduce manual workload, respond faster, and deliver more personalized, timely communication.
In this article, we'll explore what WhatsApp automation is, why it's essential for modern businesses, and how you can implement it to improve customer engagement and operational workflows.
What is WhatsApp automation?
WhatsApp automation is the use of technology to automatically send and manage messages on the platform, especially for business and customer engagement purposes.
It doesn’t require human intervention for every interaction. As a result, businesses can handle customer inquiries, deliver updates, and engage with prospects efficiently.

With WhatsApp business automation, you can:
- Auto-respond to FAQs and reduce ticket volume.
- Reduce customer support load with proactive messaging.
- Route complex support queries to live agents only when needed.
- Send order confirmations and delivery updates automatically.
- Share return instructions based on customer actions.
- Run re-engagement campaigns with smart timing.
- Integrate with Shopify, Magento, and more for real-time updates.
- Trigger workflows from CRMs or e-commerce platforms.
- Keep messaging compliant with auto opt-outs and logs.
Here’s a breakdown of the three main types of automated messaging on WhatsApp:
Key benefits of WhatsApp automation
By automating routine tasks, WhatsApp can help your business stay responsive and consistent across customer touchpoints. Here’s how it can benefit your business:
Reduce manual workloads and response times
When you automate WhatsApp interactions, every department, from marketing to customer service, runs more smoothly.
By automating routine tasks like order updates, FAQs, and customer inquiries, businesses can significantly reduce the manual effort required.
This means your team spends less time on repetitive tasks and more time focusing on high-priority interactions.
Increases the scalability of customer interactions
As your business grows, the number of customer interactions increases. Automation allows you to scale communication efforts without hiring additional staff or losing the personal touch.
Whether you're dealing with 50 or 5,000 customers, automated responses ensure that each inquiry is handled swiftly and consistently.
Enhances customer experience through personalization
Automated WhatsApp messages can be personalized based on customer data, creating a more relevant and tailored experience.
From addressing customers by name to offering product recommendations based on past purchases, personalization makes customers feel valued. This leads to higher engagement rates and improved loyalty.
Cost-effectiveness compared to manual processes
WhatsApp automation eliminates the need for large customer support teams and reduces the time spent on repetitive tasks.
This saves on operational costs and also leads to a more efficient allocation of resources.
5 popular use cases of WhatsApp automation across industries
Businesses everywhere are finding new ways to use WhatsApp automation. Here are five popular examples:
1. Customer support
Automating common FAQs and routine inquiries on WhatsApp helps customers get instant answers anytime. This reduces the number of tickets support teams have to handle, letting them focus on more complex problems.
2. E-commerce operations
Order confirmations, shipping updates, and delivery notifications keep customers informed every step of the way. Automating returns and collecting feedback via WhatsApp speeds up these processes and improves customer satisfaction.
3.Marketing and lead nurturing
Automated lead follow-ups ensure timely, consistent engagement with prospects, boosting conversion chances. Also, you can use personalized re-engagement campaigns to help bring back inactive customers with offers or updates tailored to their interests.
4.Event management and invitations
Automated WhatsApp invites, updates, and follow-ups keep your audience informed and engaged, boosting the attendance rate. This helps you stay connected and make every event a success.
5.Appointment scheduling and reminders
Timely reminders help customers remember appointments, reducing cancellations and improving the overall experience. Automation makes scheduling easier and more efficient for both businesses and customers.
Step-by-step guide to implement WhatsApp automation for your business
To successfully implement WhatsApp automation, follow these key steps that cover planning, setup, and optimization.
Step 1: Define your use cases and goals
Start by identifying which business functions, such as order updates, customer support, or lead follow-ups, will benefit most from automation.
Set clear, measurable goals like:
- Reducing response times
- Lowering manual workload
- Boosting customer engagement
This will guide your automation strategy and help you track success.
Also, ensure compliance from the start. WhatsApp requires businesses to obtain explicit customer opt-in before sending messages. To stay compliant:
- Use clear, transparent language when requesting consent.
- Collect opt-ins through channels like website forms, checkout flows, or click-to-chat ads.
- Log and manage consent within your systems for audit readiness.
Data privacy and compliance are essential for building trust and maintaining long-term customer relationships.
Step 2: Choose the right WhatsApp business API provider
Select a platform that fits your specific needs. Look for features like:
- Robust CRM integrations
- Audience segmentation
- Flexible automation workflows
These capabilities simplify your communication and scale your efforts efficiently.
Make segmentation a priority, use tagging and grouping strategies to target the right customers with the right messages.
With smart tagging and grouping, you can:
- Deliver personalized messages
- Engage the right people at the right time
- Improve conversion and retention
Step 3: Set up your WhatsApp business account
You must set up a verified WhatsApp Business account to use WhatsApp for automated messaging. This includes:
- Registering your business name and details.
- Verifying a dedicated phone number.
- Getting approval from Meta to use the WhatsApp Business API.
This ensures that your business is recognized as a legitimate sender.
Your WhatsApp API provider will typically assist with onboarding, including submitting documentation and setting up the technical aspects.
Some platforms also offer pre-built tools to help you manage mobile number registration, display name approval, and message template submissions.
Step 4: Create and submit message templates
Start by designing message templates for everyday customer interactions, such as:
- Promotional messages (e.g., limited-time offers)
- Transactional updates (e.g., order confirmations, delivery alerts)
- Support messages (e.g., ticket updates or issue resolution)
Each template must follow WhatsApp’s formatting and content policies.
Once your templates are ready, submit them through your WhatsApp API provider for Meta’s approval. Only approved templates can be used for proactive messaging.
Step 5: Build automation workflows
Now that your account and templates are ready, it’s time to connect WhatsApp with the rest of your tech stack. Integrate with:
- CRM systems (to access customer data)
- Support tools (for query management)
- E-commerce platforms (to track orders and actions)
Use event-based triggers, like a new order, a cart abandonment, or a support ticket, to automatically send relevant messages.
Additionally, plan for human fallback. Automation can’t handle everything. Build intelligent workflows that escalate to a human agent when:
- A customer requests help
- The query is too complex
- Sentiment detection flags a negative experience
This keeps your support experience smooth, responsive, and frustration-free.
Step 6: Test, launch, and optimize
Start with a pilot campaign to ensure everything runs smoothly.
Track key metrics:
- Response time
- Open rate
- Conversion rate
Use these insights to refine your workflows, improve message content, and adjust targeting.
Best practices for WhatsApp automation
Following some proven best practices is essential to get the most out of WhatsApp automation. Here’s what you need to know:
Tips for optimizing messaging frequency and timing
To keep your audience interested, it's vital to message thoughtfully and strategically. Here are some quick tips:
- Avoid over-messaging to prevent unsubscribes.
- Use analytics to identify when your audience is most active and receptive.
- Space out messages to keep it natural.
- Monitor response rates and adjust based on customer behavior and feedback.
Leverage data analytics for campaign performance
By tracking metrics such as open rates, click-through rates, and response times, you gain valuable insights into what works and what doesn’t. Use this data to refine your messaging, target relevant audience segments, and optimize timing.
Regularly reviewing analytics helps you make informed decisions that boost engagement and drive better results over time.
Compliance and customer privacy protection
To protect your customers and stay compliant, focus on these key areas:
Enhance customer communication with Plivo’s AI WhatsApp automation
The growing demand for instant, tailored communication on WhatsApp puts pressure on businesses to respond quickly. Customers expect fast, personalized replies around the clock, and doing this manually often leads to delays, inconsistent service, and missed opportunities.
Finding a way to scale these conversations efficiently is critical for businesses looking to stay competitive.
That’s where Plivo comes in, an industry-leading omnichannel platform that automates and personalizes WhatsApp conversations, delivering timely responses at scale.
By leveraging Plivo’s WhatsApp AI agents, businesses can manage a wide range of customer communication tasks, from pre-sales inquiries to post-purchase support, without increasing their team size.
Here’s how Plivo can enhance your customer communication:
- Brand-aligned AI agents: You can customize the AI agents to reflect your brand’s voice, tone, and style. This makes all customer interactions align with your brand’s identity and deliver a personalized experience.
- AI customer service agent: Plivo’s AI agents work around the clock, ensuring your customers receive timely responses, regardless of the time zone. These agents process orders, resolve support issues, and answer questions.

- Natural, human-like conversations: With AI agents, you can engage in context-aware conversations, mimicking human interactions. They remember customer preferences and history to provide relevant responses like a human agent would.
- Simple, volume-based pricing: Plivo charges a flat fee per conversation rather than per message, making costs predictable and scalable. Volume discounts are available to lower your total spend as your messaging needs grow.

- Built-in compliance: Plivo ensures compliance with GDPR, HIPAA, PCI DSS, ISO 27001, and SOC 2 standards.
- Guaranteed message delivery with fallback options: The platform delivers billions of messages annually and uses SMS and voice fallback channels to ensure your customers always receive important communications.
- 24/7 availability: Plivo's AI agents provide instant, 24/7 assistance, answering questions, processing orders, and resolving customer issues.
- Multilingual support: With support for 70+ languages, Plivo’s AI agents can engage with customers globally and offer a multilingual customer service experience.
- E-commerce platform integrations: Integrate seamlessly with popular e-commerce platforms like Shopify, BigCommerce, WooCommerce, and Magento to deliver a unified customer experience across all touchpoints.
With Plivo’s vast carrier network spanning over 220 countries, businesses can significantly cut SMS costs by up to 70% while achieving threefold returns on investment.
Many companies using Plivo CX have experienced remarkable results, earning an outstanding $71 for every dollar invested in their SMS marketing efforts.
Book a free demo today and see how Plivo’s AI WhatsApp agents can change your customer communication strategy.

AgileCRM SMS Integration for Mobile Marketing
Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.
Mobile marketing campaigns are a new avenue for marketers seeking to target and engage customers. This channel has become one of the most powerful consumer touch-points because of its ability to increase customer retention and long-term loyalty through message personalization. Not only can marketers target users based on customer demographic, they can also provide unique product offerings based on location and in-app behavior.
By running mobile campaigns using a marketing automation tool like Agile CRM along with a SMS API provider like Plivo, marketers can build powerful behavior-based SMS campaigns that help engage customers on a contextual level.

To get you started, our friends at Agile CRM have put together documentation to show you how to automate, schedule, and personalize customer SMS sender IDs for SMS campaigns using Plivo and Agile CRM.

2014 Year in Review
Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.
2014 was a great year for Plivo. We hit profitability in early May and our growth since then has been remarkable. Our voice traffic grew 100%, and our SMS traffic grew a staggering 500%. Our number of paid customers grew 200%, which led to an impressive 250% increase in annual revenues compared to 2013.
In addition to our growth, we also proudly delivered more benefits to our customers, including the launch of international SMS, the launch of SMS short codes in the US, private beta for two-way SMS numbers in 23 countries, and queuing for SMS and voice calls. We also made incoming SMS free in all of our countries and lowered prices for international voice.
Of course, last year wasn’t without its bumps. In March, we experienced a DDoS attack that led to a few hours of downtime. Since then, we’ve invested heavily in security and monitoring. Our growth also meant that our phone number inventory was depleting faster than expected. In October, we improved our inventory automation system and increased our phone number inventory by 400% by the end of 2014. Despite these growing pains, our customers’ businesses have continued to flourish on our infrastructure, and we cannot thank you enough for your trust and support.
We’ve also been keeping busy in the back end to deliver the most reliable global communications backbone in the industry. We can proudly say that we work with Tier 1 carriers in more than 100 countries to give us direct connections to 1,600+ networks around the world. This means that our connections are free from low-cost routing, routing dilution, and blending, so our customers get low latency, improved connectivity, high SMS delivery rates, and clear voice calls.
We’re so serious about delivering great quality of service that we recently built a dedicated team to manage carriers end to end. They continually negotiate for better prices and connections on your behalf with local carriers around the world. They also manage and ensure availability of a large, diverse inventory of mobile, fixed, and toll-free phone numbers in 55 countries and 8,000+ area codes. Our carrier team also specializes in regulatory compliance, helping you adhere to local regulatory and legal requirements in all countries.
Our mission has always been to simplify global telecom and enable access to quality cloud communications at a low cost. We will continue to make our customers our utmost priority, because we couldn’t have done all of this without your support.
Sincerely,
Venky, Co-founder
3 Key Lessons on How We Became Profitable in Just 3 Years
Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.
Three exhilarating years — that’s how long it’s been since we first made our mark in the world of voice and SMS APIs. We’ve come a long way since our inception, confidently striding in the right direction, scaling up our team from four to 30 members, and growing our customer base at an unbelievable rate (by 400% in 2013 alone). What a fantastic journey it’s been!
Thinking back to when Mike and I co-founded the business, I remember all the ups and downs we’ve been through and the important lessons we’ve learned along the way. Here are three that I believe had the greatest impact on our growth and development as a company.
Lesson 1: How we persevered as Y Combinator rejects
Here’s a question: How would you feel after working 36 hours non-stop? Energized? Or cranky? If you still feel alert, eager, and want to keep going, you’re probably pretty darn passionate about what you’re doing and also having a lot of fun doing it. Over the last three years, we’ve lost plenty of sleep, but what we gained in return was invaluable — high-quality products that work smoothly and efficiently, a bunch of loyal customers, and an enviable team of talented people who truly believe in Plivo. We’ve also learned that perseverance pays off.
I remember the unfaltering enthusiasm that drove us when Mike and I first connected on GitHub, and created the Plivo open source framework. At the time we called it Telephonie, using the French spelling, since Mike is originally from France. We wanted a more robust solution to incorporate voice and SMS capabilities into web applications than we could find elsewhere and decided to build it ourselves. The result was technically superior to what existed at that point. The Plivo framework became popular, and people wanted to pay us to develop applications for them. That kickstarted the idea to take Plivo to the next level.
So what does working with passion mean? It means that if you’re fervent about what you do, then challenges along the way will fire you up rather than dampen your spirit. Mike and I learned that very early on. In September 2011, after meeting just once, we started our company, moving from being developers of the Plivo framework to providing voice and SMS APIs for easy integration into applications. At the end of September, in a rush of enthusiasm, we applied for Y Combinator — and we were rejected. Even worse, we took stock and realized that we had no money, no real product, and no customers. That still didn’t deter us. We wouldn’t give up, and that stubborn belief in ourselves worked. By the first week of October, we had our first paying customer. By the end of November, we managed to raise $250,000 in funds. In January of 2012 we hired our first two team members. We were running on adrenalin, and watching Plivo come to life was a rush like no other.
After we gained traction and more paying customers, we knew we were onto something. So, in 2012, after a second pitch, we were selected for Y Combinator’s summer 2012 batch. Four of us worked 22-hour days out of two tiny apartments across two continents. I wouldn’t advocate that every startup work this way. It’s a surefire way to burn out quickly. I’m simply stating that in order to succeed, you must put in the hours, do the legwork, stay focused, and believe in what you’re doing. That’s how we were able to launch the cloud-hosted version of Plivo in July 2012, and were subsequently able to launch in 50 countries just one month later. In December that year, we also raised $1.75M from some of the best VCs in the world.
Today, we’re set to take the market by storm. This never-give-up, go-getter attitude is something we take pride in. It’s why customers trust us and have built their businesses on us. Our confidence and attitude is pretty much what defines us at Plivo.
Lesson 2: How playing in a punk rock band can make you a better founder
At 22, my friend and co-founder, Mike, played in a punk rock band. No really, that’s what he did for five years before becoming a systems engineer. From his music-making days, Mike learned that good performance is all about how well the band members jam together. That energy is reflected in their output.
In our early days, ensuring good performance was a key goal. Every team member focused on making the API the best it could be — great quality, smooth, easy-to-use, convenient, and feature-rich. As we grew, we made a few mistakes; made some wrong hires and a few incorrect assumptions. Our biggest mistake was trying to fit the Plivo culture to the team we were building, rather than the other way around. When the light bulb went off in our heads, we realized we needed team members who understood where we were coming from and where we wanted to go. We wanted people who would work hard to keep our flag flying high. Today, the Plivo team reminds me of a band of musicians who connect, coordinate, and jam together effortlessly. We perform well because we’re in synergy, always backing one another.
People sometimes ask me, their voices laden with skepticism, if having our core teams located remotely is actually effective. I always answer with a resounding “Yes!” It’s a model that we consciously decided to follow for Plivo. While we were incorporated in San Francisco, our remote teams operate effectively, coordinating smoothly with their counterparts in the US. This has really benefitted us. We’ve had a vast pool of extremely good talent to pick from, making it easy to hire a great team, and have also saved on costs. Most importantly, we were able to put into place a system that ensures 24/7 support and help for customers and prospects, no matter where in the world they’re located. We’re lean but tough, and we intend to grow strategically, scaling up as our clients’ businesses grow.
How can we prove that our remote team model really works? Well, consider these statistics and achievements. Last year alone, our customer base grew 400%, and the figure was even higher for registered users. In the last quarter (2014), thanks to outstanding teamwork, our SMS traffic grew 500% and voice traffic grew 150%. In 2013, our product team launched Plivo SDK, the voice transcription feature, and app demos within our Plivo dashboard. That to me is clear proof that this model works.
Lesson 3: How opening a restaurant helped me understand our customers today
Some years ago, fatigued by uninteresting roles in large companies, I started a tiny food outlet selling dumplings in Ahmedabad, India. From that short-lived stint, I learned that no matter what kind of business you’re in, customers have an appetite for great quality, and a product is sure to succeed if it meets a need. Thus the potato dumpling was born — a terrible insult to the tasty traditional dumpling, but something that my customers ate up … quite literally. In other words, if you’ve got the right offerings on the menu, people will demand it. What has this got to do with the lessons we’ve learned at Plivo? Everything!
When we first started, admittedly it was tempting to scale up quickly, to keep putting out new products, and have a large team, in order to stay in the limelight. Innovation and R&D were always in the cards, but what we soon realized was that the success of our customers’ business was closely linked with how well our products functioned. The bottom line was that our customers were building businesses on Plivo, which meant that quality, uptime, low latency, and high scalability mattered most. And since we were running an infrastructure business, the bigger our customers grew, the bigger we grew. It was a really simple equation. That taught us an invaluable lesson — if we helped customers succeed in business, we would succeed too.
Here’s some food for thought — are you serving your customers something that will benefit their businesses? We put the promise of high quality on the Plivo menu, and once customers had a taste of what we offered, the demand for our products grew tremendously. Plivo is all about solving customer pain points, and we deliver on our promise of a superior experience at an affordable price. This makes our customers confident that they would not lose business due to poor quality or lack of support. By continuing to improve our existing products, we also continue to offer our customers the opportunity to grow their businesses without fear, because they know that we can scale to match their growth.
Essentially, the effort we put into our products gives us a rapidly growing pool of loyal customers, who in turn help us boost our voice and SMS traffic. This enables us to negotiate for more Tier 1 routes and better pricing on their behalf. This means that we can pass on those savings to our customers — and the cycle continues.
So what about the future? What about the next three years? Will the three stepping-stones I described above lead us to a bigger and better place on the global map of startups? I certainly believe so! But as we enter our fourth year of operations, there are other things on my mind. Right now I’m thinking, with a great deal of excitement, about tough new challenges ahead and new lessons we’re going to learn. We’re entering a vibrant phase. Is it going to be hard? Yes! Are we going to love breaking past those barriers that come our way? Yes we are. And we’re going to have a lot of fun along the way too. Challenges you say? I say, bring them on. We’re ready and waiting to meet them head on.
Venky, Co-founder at Plivo Inc.
SMS Short Codes Now Available in the US
Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.
As of today, you can apply for a US short code number to use to send your SMS messages through Plivo. With short codes, you can have:
- Fast direct-to-customer communication — Send at a default base rate of 50 SMS messages per second.
- Higher marketing conversion rates — SMS interactions have higher marketing conversions than other modes of communication.
- One nationwide identity — You can reserve exclusive rights to your own short code and give your users a simple five- or six-digit number to reach you.
Porting your short codes to Plivo
If you already have short codes and would like Plivo to send your SMS messages, we offer two packages: one where we handle your short code lease and one in which you handle your lease directly with the Common Short Code Administrator (CSCA). Depending on your carrier, porting may take up to a few weeks from the time of application.
Visit our short code page for more details and pricing.
Launching VoiceChatAPI.com - Our Open-sourced Conference Alternative
Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.
Last Friday, at our Open-source Show and Tell event we launched VoiceChatAPI.com, a free open source out-of-the-box audio conferencing app exposed via an API. We built it to solve our own frustrations with current conference apps. We wanted it to be super easy to use with zero friction, which meant no signups, no downloads, and no usernames or pins. It should just work. Check out the result at VoiceChatAPI.com.
On the grand scheme of things, we wanted to spark more dialogue about how we communicate and empower people to reach for better solutions and it looks like people were listening. With over a day on the front page of Hacker News and Reddit, we were able to bring a lot of attention to how we can start leveraging new (and open-source) technology to disrupt the market. We’re collecting data on this project and we’ll share it publicly in a follow-up post in two weeks.
Check out our entire presentation on Slideshare and we hope to see you at our next open source event.
Innovating with Your POTS Connection
Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.
Our friends at telecomm carrier Flowroute recently posted about how to innovate with your POTS connection. The article highlights the downside of relying on pure POTS connections and how API offerings like Plivo help fill the gap and bring legacy infrastructure into 2014 and beyond.

SMS-to-Email Gateway: Plivo + Mailgun API Integration
Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.
Let’s get 2014 started on the right track by keeping in touch with friends and family throughout the year using this nifty Plivo and Mailgun API project. Connect your Plivo phone number to your email via your Mailgun account and receive email notifications every time you get an SMS message. You can even reply to messages straight from your email inbox.
You can build this gateway for free using:
- A free Plivo trial account. Once you’ve registered you can claim a free local US phone number by clicking Buy Number from the Phone Numbers page of the Plivo console.
- A free Heroku account. If you’re new to Heroku, visit the Getting Started page for guides on setting up your account. Create a new app and install the free RedisToGo add-on, which provides functionality for Redis, a key-value NoSQL database. In our example, we call our app your-heroku-app.
Push the application code to Heroku
Once you’ve created accounts on all three platforms, download the sample code for our plivomessenger application using Git. if you’re not familiar with Git, you can learn about it from Pro Git, a free online ebook.
Then git push the application to Heroku.
Configure your credentials in Heroku
This SMS-to-email gateway requires your Plivo authentication credentials and phone number, which you can find on the overview page of the Plivo console. Check out Heroku’s variable configuration tutorial if you need help.
Use any of your Plivo phone numbers from the Phone Numbers page of the Plivo console.
You also need to supply your Mailgun credentials, which you can get from the Mailgun Control Panel.
Configure Plivo
With Heroku properly configured, it’s time to let Plivo know where to find your SMS-to-email gateway application.
Visit the Voice > Applications page of the Plivo console and click Add New Application. Give a name to your application — we called ours “SMS Forward.” Set the Primary Answer URL and Message URL to
https://your-heroku-app.herokuapp.com/forward/?Emails=youremail@yourdomain.com. Then click Create Application.
Now assign your Plivo phone number to the application. Go to the Phone Numbers page and select the phone number you want to use. On the next screen, from the Application Type drop-down, select XML Application. From the Plivo Application drop-down, select the name of your application. Click Update Number to save your changes.
It’s not required, but it’s good practice to run the application locally to make sure everything is working properly. To do that, paste this link in your browser. Be sure to insert your own Heroku application URL and your email address:
https://your-heroku-app.herokuapp.com/forward/?Emails=youremail@yourdomain.com&From=1000&To=1000&Text=Test
The browser should display an empty <Response> XML document.
Configure your Plivo credentials in Mailgun
Now, time to do a little configuration for Mailgun. First, configure your DNS with a subdomain for incoming email. For this example, we set up my.plivo.com as our email domain by adding DNS records on Amazon Route 53. Most domain registrars offer similar zone editing software.

Let Mailgun know where to send your email
Next, in your Mailgun account, set up a mail domain for my.yourdomain.com:

Then add your route to Mailgun. Click on the Route tab in Mailgun and add a new route with the following parameters:
Filter Expression: match_recipient(“^(.*)@ my.yourdomain.com$”)
Actions: forward("http://your-heroku-app.herokuapp.com/reverse/?")

That’s it! You can now try out your SMS-to-email gateway.
Test SMS to email
Try sending a text message to your SMS-enabled Plivo number. It should arrive in the inbox at youremail@yourdomain.com, as configured. The email will have originated from yourphonenumber@my.yourdomain.com.
Test email to SMS
Now try replying to that email. The reply should go back to your phone. In our application, we only let email forward to numbers from which we received a request.
How Close Built a Sales Platform with Seamless Voice Integration
Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.
Last week we had an interesting conversation with Anthony Nemitz. He’s a co-founder of Elastic, the team behind ElasticSales and the recently launched sales platform Close. We covered a variety of topics, from their major pivot to why Close is uniquely positioned in the CRM space and how they selected Plivo to power seamless voice call integration.

Anthony Nemitz
What’s your elevator pitch for Close?
Close allows your sales team to make and receive more calls and emails than anything else on the market. We’re truly sales software.
Who’s an ideal customer for Close?
Today, our most successful customers are between three and 30 sales reps, handling a mix of inbound and outbound sales, primarily in the B2B SaaS market. That being said, we’re still learning how our product fits into the larger sales software space and what types of teams will be most successful using it.
When did you start the company and how has the journey been so far?
Thomas, Steli, and myself went through Y Combinator as a company called SwipeGood in the winter of 2011. In late 2012 we shut the SwipeGood business down, starting ElasticSales — consulting and outsourcing the sales efforts of companies in their growth and exploration phases. Close was launched in early 2013 and is the culmination of many external sales campaigns and the learnings of our internal ElasticSales team.

How big is your team now and where are you located?
Very small! We’re a team of six. While we’re primarily based in downtown Palo Alto, CA, we’re constantly traveling and finding new ways to expand our virtual workspace.
How many countries do you have customers in?
Our primary growth has been in the US, but we’ve been surprised at the adoption around the world. From Taiwan to Brazil, we’ve found a good deal of demand servicing non-US businesses.
How fast is Close growing?
“We don’t disclose numbers we’re not legally obligated to.” — Steve Jobs
What got you started building Close?
At ElasticSales, we gained a competitive edge by building our own set of sales tools. From bulk email to predictive dialers to entire phone systems, we built it all. At some point we looked at all of the things we’d built and realized how valuable they would be to everyone outside of ElasticSales.
Coming from this perspective of “let’s build the tools we need ourselves” gave us a lot of leeway in terms of vision and design. You could barely call the first few versions of Close a CRM — it just wasn’t designed with the traditional CRM type functionality in mind. What we knew the most about was sales software: how to send more emails, make more calls, or optimize our touchpoints based on past performance, lead source, time of day, etc.
What’s the unique selling proposition of Close given the existing CRM solutions, like Salesforce?
Close’s value proposition is simple: You’re going to send more emails, make more calls, and close more deals using our platform than any other system out there. We’ve also developed the most powerful search system for your sales data that can answer almost any type of question you can throw at it: for instance, give me all leads from Australia who I haven’t called this week but who have opened my last email newsletter within the last 24 hours. You’re also able to access our engineer-staffed support almost 24/7 — something I haven’t seen from anyone else in our space.
I will say, though, that if you need a Swiss Army knife CRM with integrations to AdWords or QuickBooks or Sharepoint, we’re not it. While we generally get lumped into the CRM market, we don’t think of ourselves from a CRM perspective. That’s why we have radical views on things like transparency, lead lists, lead assignment, and how your workflow should be structured. If you come from a CRM-centric mindset it takes a bit to wrap your head around Close, and that’s OK — it means we’re pushing the sales software industry forward. Our software is simply designed to help you sell better, period.
You’ve pivoted several times. Looking back, what has been the biggest takeaway?
Ruthless contrarianism. I want to be doing all the things other companies and entrepreneurs aren’t. Looking back at all of the gambles we’ve made as a business, the most successful have been those where we’ve intentionally done the opposite of others in our position. Don’t be afraid to shake things up.

Why did you build Mac and Windows native apps versus a web app?
It really boils down to this: First, sales is so important that it should be within its own app, not just another tab in your browser.
Secondly, not every company is a startup running the latest version of Chrome or Firefox, so building a completely WebRTC-based calling platform was out of the question. We also hated the idea of making folks use Flash to call — I basically leave your site immediately if I have to use Flash :)
Lastly, when you’re talking about power-user type telephony — dialers, automatic gain control, network diagnostics, etc., you need to have access to the OS. Building out our native app is going to allow us to push the envelope further and faster than anyone stuck solely in the browser.
Why did you think it was crucial to integrate phone capability into Close?
Simple: phone calls and emails are the way products get sold. Without a seamless calling integration, you’re killing your sales team’s productivity.
Was there any special reason behind your choice of Plivo?
For over a year we were managing and building out our own phone infrastructure using Asterisk. We were just about to migrate to FreeSWITCH when we had heard about Plivo. We had a long conversation internally and ultimately we recognized that we needed a telephony partner that would help us scale up and automate a lot of the manual processes we had in place.
We obviously considered the usual suspects in the space, but Plivo provided the best mix of features, 24/7 customer support, price, and dedication to call quality. It was also really important for us to be able to interact with our telephony partner at the deepest technical levels. We’re in the trenches every day looking at SIP logs, packet captures, and call routes, so we needed a really hands-on technical partner that would get into the nitty-gritty details of VoIP.
What specific features of Plivo does Close use?
We generate SIP endpoints for each Close application, rent and manage DIDs, record calls, and make extensive use of the Dial element to offer our customers call forwarding and ring group functionality. We also have a suite of automated tests that constantly probe the calling infrastructure, allowing us to know about potential issues immediately.
Let’s say you were speaking with a developer friend — how would you explain how inbound and outbound calls work in Close?
Let’s dive into our call flow after this conversation.
And he later sent this:
SIP_HEADERS = [‘X-PH-CALL-ID’, ‘X-PH-ORGANIZATION-ID’, ‘X-PH-LEAD-ID’]
Inbound:
1) Inbound call hits Plivo.
2) Plivo sends a request to the Close API.
3) We look up the To phone number in the Close database to determine what user/ring group to send the call to.
4 a) If the call is to a specific Close.io user we might send back dial XML like this: Amjad
4 b) If the call is to a ring group, we dial multiple numbers like this:
If we’re only calling Plivo-registered SIP endpoints (and have no Number elements within the Dial) we can skip adding the confirmKey and confirmSound. They’re only used to prevent a scenario where a call is connected to the Number element and it may actually be a voicemail — not a real person — in which case we want the other SIP phones to continue ringing. This also allows us to always return the Close voicemail prompt when including both Close and non-Close phone numbers within a ring group.
Outbound
1) JavaScript initiates a POST to the Close.io API /activities/call/ endpoint.
2) Call information is passed to the built-in SIP client through our JavaScript<->Native bridge.
3) Native SIP client initiates outbound dial, passing SIP_HEADERS along to Plivo.
4) Plivo makes a request to Close’s API with the call XML.
5) Close responds with the dial XML, including the Close user’s caller ID and the number to be dialed.
6) Plivo dials the recipient’s number, connecting the Close SIP client.
How do you use Plivo’s SIP offering?
We assign an endpoint (Plivo terminology for a SIP account) to each device registered with Close. When you log in to your Close account within the native app, we look up the SIP account details and initiate the application’s SIP client registration. At that point your Close app is ready to make and receive calls.
What did you do when you needed any technical help or had an issue?
Simple — we just ping the Plivo DevOps team. They’re almost always available through their 24/7 chat support or email. I’d especially like to thank Keshav, Nishad, and Rakesh, who have been extremely instrumental in making Close’s calling integration what it is today. Given what we’ve experienced with Plivo so far, we’re confident that when issues arise, the team at Plivo will resolve them quickly.

Plivo Launches Bring Your Own Carrier
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Today’s a big day for Plivo — we’re announcing support for bring your own carrier (BYOC). This is delightful news for enterprises, telephony service providers, and teams of developers. We like to think of BYOC support as a huge step forward toward what we envisioned from day 1: an open, scalable API platform for everyone who needs voice and messaging capabilities.

To understand how BYOC works it’s helpful to understand how cloud telephony itself works at a high level. You can think of cloud telephony as having three key components: technology, operations and infrastructure, and carrier. Technology refers to the software that delivers communications services such as call tracking software or SIP trunking. Infrastructure is where the technology is based, such as media servers that deal with signaling. Operations mean a team (or a proxy of one) that does the maintenance work of the infrastructure. And the last piece is a carrier, which gives you the ability to connect to the public switched telephone network (PSTN).
These elements make cloud telephony possible, and they tend to be offered by API providers as a bundled product.
What BYOC gives you is the magical ability to unbundle the carrier part and use the carrier that best suits your use case.
What BYOC means to you
Now you have the ability to use any existing carrier that you have a contract with or choose a carrier that gives you the most favorable deal. You can use whatever carrier gives you the biggest cost advantage.
You can also expand your international business in a local area where an API provider doesn’t have a relationship with any carrier in the region. You can sign a contract with the local carrier on your own and let us connect with the carrier.
Not enough for you? Here are three reasons factors that might get you more excited.
First, think about a situation where you’re forced by an API provider to deal with a certain set of carriers in order to use their API. If you have an existing contract with a carrier that the API provider doesn’t support, you have no choice but to give up on the relationship, even if you’ve been happy with them for years. In a business world, relationships mean dollars.
Second, think about migration cost. Changing carriers means changing phone numbers and lines. Porting numbers takes time. The migration overhead, especially for a business with established communication infrastructure, won’t be negligible.
Third, think about the possibility of reducing the service cost by avoiding a steep markup price imposed by cloud API providers.
These are all somewhat hidden cost. We’ve learned that most API users aren’t full informed of these costs — nor are they aware that they can avoid them.
How you can use BYOC
You can configure BYOC in the Plivo console and via our API. You can easily set the carriers of your choice and connect them to our cloud. We allow you to use existing VoIP DIDs and phone numbers virtually anywhere across the globe. That means you can use your existing outbound termination routes from any carrier, including those that require dedicated IP-based authentication. Practically speaking, you can use only the cloud infrastructure part of Plivo. And you will be charged a flat rate of $0.004 per minute. In other words, you get only what you need and pay only for what you actually use.
Why we’re doing this
Over the past two years we’ve seen businesses and teams reluctant to move to the cloud due to carrier lock-in. Most API providers can’t offer BYOC due to their underlying business model, where they primarily resell carrier minutes with markups. But Plivo can.
Case in point

This year we partnered with Oracle Acme to enable one of the major engineering universities in the US to interconnect our cloud platform with their existing infrastructure. The flexibility we offered enabled the university staff and students to create exciting new communications applications — WebRTC, IVR, conferencing, and other solutions.
Along with the cloud advantage and the seamless interoperability with existing hardware that Plivo delivers, the ability to bring their own carrier was pivotal for the university. They already had communication infrastructure set up — session border controllers, phone numbers, incoming routes and outgoing routes. Had they used other cloud service providers, they would have had to sever the relationship with the telecom they’ve used for years in order to move their infrastructure to the cloud. With Plivo, they could migrate their setup to the cloud without losing the ability to keep their existing numbers and lines.
Sign up today to bring your own carrier to Plivo.
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