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

Nov 23, 2025
7 mins

Learn everything about an AI voice agents, its benefits, implementation tips, and the AI voice chat applications for business success.

Longer wait times, high call volumes, and language barriers in call centers often frustrate customers. Complex interactive voice response (IVR) menus only add to the problem, leading to customer dissatisfaction. That’s why companies are adopting smarter self-service solutions like artificial intelligence (AI) voice agents. In fact, experts predict the voice bot market will reach $98.2 billion by 2027, showing a clear trend toward smarter solutions to improving customer experience.

AI voice agents technology combines Natural Language Processing (NLP), machine learning, and voice recognition to transform customer interactions. It provides quicker, more efficient service and improves the overall customer experience.

In this guide, we'll explore what AI voice agents are, their key features, practical use cases, and tips on how to implement a voice agent in your business.

What is an AI voice agent?

An AI voice agent is a two-way conversational tool that communicates with the customer. It automates inbound and outbound calls without human intervention and transfers calls to a human agent when needed.

The biggest advantage? Callers can navigate an IVR by speaking naturally, without listening to long, complex menus or pressing numbers on a keypad.

Popular AI voice agent examples include Apple's Siri, Google Assistant, and Amazon's Alexa. These tools simplify interactions, provide instant answers, and automate tasks. In contrast, advanced bots like IBM’s Watson Assistant and Microsoft’s Cortana handle customer support, sales inquiries, and internal communications.

Types of AI voice agents

Here’s a breakdown of the four main types of AI voice agents and how they can benefit your business:

Rule-based AI voice agent

Rule-based voice agent use predefined sets of questions and rules to offer answers or perform tasks. Such voice agents handle routine tasks and customer FAQs. They answer all queries that fall under the if-this-then-that logic.

For example, an e-commerce site using a bot to guide customers in checking their order status or a banking site handling routine inquiries like balance checks, bill payments, transaction histories, etc.

AI-assisted voice agent

AI-assisted voice agents use machine learning and natural language to interpret conversations so they can analyze the context and grasp what the speaker means. This makes them far more capable and user-friendly than the conventional, rule-based voice agents.

Let’s suppose a user asks Alexa, 'What's the weather tomorrow?' and then follows up with, 'How about next week?' it remembers the context. This adaptability means customers don’t have to repeat themselves, creating a more contextual customer experience.

Conversational AI voice agent

Conversational voice agents make conversations using natural language. They’re more nuanced than AI-assisted voice agents as they can handle complex conversations using everyday language to create more personalized interactions.

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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

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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 

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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

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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 

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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  

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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.

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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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Jan 21, 2026
5 mins

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

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

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

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

Top 10 AI Voice Agents for Real Estate (2026)

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

1. Plivo

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

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

2. Luron AI

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

3. Callers AI

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

4. SquadStack AI

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

5. Telgent

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

6. AIOnCalls

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

7. Brilo AI

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

8. VocalDesk

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

9. Calldock

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

10. Ylopo

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

Core Capabilities:

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

Best fit if you:

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

Not a fit if you:

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

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

1. Telephony Ownership vs. Vendor Stitching

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

What to prioritize:

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

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

2. Real-Time Performance (Latency & Uptime)

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

What to validate:

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

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

3. Multi-Channel Context, Not Disconnected Bots

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

What to look for:

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

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

4. Integration Depth (CRM, Calendars, Workflows)

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

Prioritize platforms that:

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

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

5. Built for Scale, Not Just Launch

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

Ask:

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

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

FAQs

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

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

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

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

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

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

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

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

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

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

Try Plivo Free

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

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

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

Jan 20, 2026
5 mins

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

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

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

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

Why Plivo is #1

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

What it does for you

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

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

Segment-by-segment fit

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

Start with Voice, go everywhere

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

Suitable for

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

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

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Key features

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

Why it matters

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

Implementation steps

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

Suitable for

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

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

Define success first

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

Start with narrow, high-volume intents

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

Build the right guardrails

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

Ground every answer

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

Iterate weekly

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

FAQ

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

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

How should I measure success in the first 30 days?

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

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

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

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

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

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

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

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

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

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

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

Jun 19, 2025
5 mins

RCS Marketing 101: Your Complete Guide

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

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

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

Rich communication services (RCS) makes that possible.

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

What is RCS marketing? 

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

A user on Reddit summed up this perfectly:

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

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

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

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

RCS vs. SMS marketing: A quick comparison

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

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

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

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

4 key benefits of RCS marketing

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

Here are its four key benefits.

1. Improved user interaction

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

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

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

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

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

2. Consistent brand experience

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

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

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

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

3. In-depth analytics

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

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

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

4. Higher conversion potential

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

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

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

5 major use cases of RCS marketing

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

1. Product promotions

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

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

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

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

2. Abandoned cart reminders

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

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

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

3. Appointment confirmations and reminders

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

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

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

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

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

4. Customer surveys and feedback

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

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

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

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

5. Customer support follow-ups

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

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

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

RCS marketing myths and realities

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

Myth 1: RCS marketing is too expensive

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

But cost alone doesn’t tell the full story.

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

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

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

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

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

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

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

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

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

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

Why choose Plivo for your RCS marketing needs

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

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

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

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

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

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

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

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Sep 24, 2024
5 mins

10 Best Ways to Collect Phone Numbers for SMS Marketing (With Examples)

Discover 10 legit ways to collect custom phone numbers compliantly. Also, get examples of how to implement these steps

SMS Marketing

Customers with crowded mailboxes now prefer to hear from brands via quick and short SMS. In fact, the latest data seems to confirm this: every two in five consumers are open to hearing from brands through SMS. 

Surprisingly, consumers from ages 25 to 54 prefer to communicate with brands via SMS, even over email. So, undoubtedly, SMS is a growing marketing channel

But the question is, how do you make the most out of it? 

Sure, you can grow your SMS list now by encouraging customers to sign up. The Internet will also (t)sell you some other shortcuts to buy phone numbers. However, the Telephone Consumer Protection Act (TCPA) prohibits companies from buying phone numbers—and you may incur substantial penalties.  

What if we tell you—there is a way you can collect phone numbers, being totally compliant with regulations, by getting consent from customers. 

This article will discuss some tried-and-tested strategies on how to get people’s phone numbers for SMS marketing. 

10 ways to collect phone numbers

Here are the top 10 ways to collect phone numbers compliantly from customers:

1. Include a sign-up form on the website with offers

One simple step is to include a sign-up form on your website to collect phone numbers. You can highlight the benefit of signing up to the SMS list. 

For instance, you can give 15% off on subscribing to an SMS list or promise exclusive offers. You can create a simple form on your website and connect it with SMS or an omnichannel marketing platform that collects all the data.  

For example, Ice Jewellery, an accessories brand, added a sign-up form on your site to collect their website, and customers would receive exclusive offers via SMS.

SMS signup form | Source: Ice Jewellery website

2. Get opt-in on the order page

Another way to boost SMS marketing is to get opt-in on the order page. This is a low-effort step for customers, who have to just tick a box while placing an order.

This strategy reduces the friction. You can add a small checkbox on the checkout page and a small note highlighting the benefits of signing up for the SMS list. It could be early access to new stock, exclusive perks, and more.

For example, Domino's asks customers to choose at the checkout page where they would like to get text or email offers.

Domino’s SMS marketing sign-up form | Source: Neil Patel blog

3. Promote on social media

You can also create exciting posts or stories on social media, providing links to join the SMS list. Highlight the exclusive benefits of subscribing to your SMS list, such as early access to sales, special discounts, or VIP-only offers. 

Petite Studio, a clothing brand, launched a VIP SMS list on social media offering 15% off. Customers who join the SMS list will get style tips and early access to sales.

Social media promotion for SMS list | Source: Instagram

AOPSIA, a clothing brand, promotes its latest collection on social media by promising early access to SMS subscribers.

Social media promotion for SMS list | Source: Instagram

4. Run contests or giveaways

Go ahead and run contests or giveaways exclusive to the SMS list subscribers. It gives incentives to customers to join the SMS list.

For instance, Carnegie Deli ran a Valentine’s Day giveaway for its SMS list subscribers and posted about it to encourage followers to join the list. 

Giveaways for SMS subscribers | Source: Instagram

5. Promote via collaborations

This step is closely related to the strategy above. Promote such contests or giveaways by collaborating with influencers for wider reach. Find influencers in your niche with a highly engaged audience with whom you can collaborate to promote your SMS list/contest/giveaway. 

Check if the influencer's content and brand image resonates with your brand values and messaging before collaborating.

6. Set up a short code or long code

Other than providing the link to join, you can also set up a short code for your business. A short code is a 5 to 6-digit phone number used in SMS marketing. 

For instance, 12345 can be a short code, and customers can text ‘JOIN’ to 12345 to join the SMS marketing list. Short codes are often shared across companies and used for mass promotion. 

Alternatively, focus on creating a long code. Long codes are 10-digit numbers, similar to regular phone numbers. These long codes are not so common for mass promotion but are usually helpful for two-way communication. They are simple to set up and get approved faster. Having these dedicated numbers brings more trust in customers. 

RIPit, a performance gear brand, promoted its SMS marketing deals on social media. Customers have to message “JOIN” to their long code for exclusive discounts. 

SMS long code promotion | Source: Instagram

7. Add a CTA on product delivery email

Another underrated way to promote an SMS marketing list is via product delivery emails. Add a quick note about the SMS list at the end of the email. 

For instance, add “Join the VIP SMS list for future offers” with instructions in your email to keep customers hooked to your brand. 

8. Promote via newsletter

You can promote your SMS marketing via your regular newsletter. Create a compelling graphic to promote the benefits of joining the SMS list and provide clear instructions on how to join.

For instance, GoPro, an electronic manufacturing brand, offers 15% off and special perks on joining the SMS list. They promoted these benefits via their newsletter. 

SMS list promotion via newsletter | Source: Really Good Emails

9. Get opt-in at the point of sale

If you have a physical store, you can also ask customers at the checkout counter if they want to opt in for SMS to get offers. Here is where the omnichannel platform helps you. 

Having a single platform that stores customer data and runs marketing will help you run promotions with ease. 

For example, Tom’s of Maine, a personal care brand, encourages customers to join SMS campaigns by texting “prebiotic” to a listed number.

10. Get opt-in via website chat

Use website chat as a medium to sign up for SMS marketing by sending a quick note like below:

"Before you go, join our SMS list for exclusive offers and early access to the latest collection! Enter your phone number, and we'll send you a special discount code."

6 Best practices to get more opt-in from customers

Follow the 6 best practices below to get maximum engagement from customers:

1. Always ask permission before adding to the SMS list

Never add any customer number to your SMS list without seeking permission. It looks like spam and increases your chances of being blocked. Use any of the techniques mentioned above to get customers' opt-in.

2. Keep the opt-in instructions simple

Make it easy for customers to sign up for your list. Provide a direct link for SMS sign-up with simple instructions.

3. Be transparent on purpose

When you ask customers to share their number, ensure they know what they are signing up for. This precaution will help you get a more engaged audience for your SMS marketing efforts.

4. Always give an opt-out option

Provide an opt-out option in every SMS so they can opt out when the messages are no longer relevant to them. It creates a negative experience for customers if they are unable to subscribe easily.

5. Offer incentives on opt-in

Highlight the benefits of signing up for an SMS list for customers. With every brand wanting a share of their time, customers need a solid reason to share their phone number.  

6. Follow data protection regulations

As you are collecting customer information, ensure you are following all data protection regulations such as The General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), and more.

Also read: Discover tips and strategies to boost the ROI of your SMS marketing efforts.

Run meaningful SMS marketing campaigns with Plivo CX

Plivo CX, an omnichannel marketing platform, helps you manage your entire SMS marketing effort end to end. With this web-based tool, easily create an opt-in form on your website. You can also import your existing contracts using CSV or API. 

Plivo CX is powered by Plivo’s award-winning Premium Carrier Network—the low latency, global coverage, and cost can help you save up to 70% in your SMS marketing campaigns. 

Once you have your entire customer database ready, here’s what Plivo CX can do:

  • Segment data: Our Audiences feature helps segment customers based on their online behavior, engagement levels, and purchase history and create targeted campaigns.
  • Create campaigns: You get templates for writing SMS campaigns. For further support, you also have an AI-powered copywriter to create new campaigns quickly.
  • Get short code: Plivo CX also helps you to get short code easily by assisting in filling the application with carriers.
  • Execute campaigns: Easily launch SMS campaigns quickly by selecting the audience you want to cater to and scheduling the campaign.
  • Check reports: Lastly, you can also get reports of SMS campaigns to understand which campaign is performing better.

Sign up for a free trial to see things in action.

Frequently Asked Questions (FAQs)

1. Why shouldn't you buy a list of phone numbers?

As per the Telephone Consumer Protection Act (TCPA) law, you aren't supposed to buy phone numbers. Also, you are prone to scammers when you try to take this shortcut route. 

2. Why do you need to start building your SMS list right now?

Every two in five consumers are open to hearing from brands through SMS. In fact, consumers from ages 25 to 54 prefer to communicate with brands via SMS, even over email. SMS is a growing marketing channel, and building your SMS list ensures you make the most of it.

3. How to ensure you have written consent from subscribers?

You can add a form on your website to collect phone numbers or add a checkbox on the order page to get consent. Document how and when the customer provided confirmation for compliance audits. 

4. How to set up a short code?

You can contact a wireless carrier and fill in the application form to get a short code. The carrier reviews the application, the type of campaigns you plan to run, and compliance details and then approves the application. 

5. What’s the best tool to collect phone numbers?

Plivo CX Engage, an omnichannel marketing platform, allows you to create web forms to collect phone numbers from customers compliantly. You can further use the platform to run SMS marketing campaigns. 

6. What are opt-out instructions?

Opt-out instructions are added at the end of emails or SMS so that customers can opt out of the marketing list if they no longer wish to receive the messages. For example, they can reply "STOP" to an SMS if they do not find the messages relevant anymore. 

7. How often can I text to subscribers?

As per a latest consumer trends study, a majority (46%) of consumers are comfortable with hearing from brands once a day, 16% want to get messages once a week, and 11% on alternate days. 

8. How can I build trust while collecting phone numbers?

Have a legitimate form to collect phone numbers and link your data privacy policy to build trust. Customers fear misuse of their data, so seeing your data protection measures will instill confidence in them. Secondly, they also fear getting spammed. You can add a general description about how often they can expect messages to set clear expectations.

Sep 24, 2024
5 mins

Top 7 Google Voice Alternatives in 2024

Discover the best Google Voice alternatives in 2024 that deliver advanced call management for your business.

Voice
Comparison

Google Voice is ideal for small businesses with basic voice-calling needs. However, as your business expands, exploring Google Voice alternatives can offer greater scalability, advanced features, and integration capabilities.

Here’s a table summarizing the pros and cons of Google Voice:

Pros Cons
User-friendly interface Lacks innovation i.e. includes basic calling features
Seamless communication across devices Limited updates and progress
Direct call forwarding Perception of stagnation
Missing functionality for record-keeping

Google Voice’s drawbacks—such as limited CRM integration, lack of innovation, and no call recording—can limit your communication capabilities.

That’s where this guide comes in. We’ll compare the seven best Google Voice alternatives, covering their features, pros, cons, and pricing to help you find the best fit for your growing business.

Top 7 Google Voice alternatives in 2024: A quick comparison

The table below highlights key features, pricing, and limitations of the leading Google Voice alternatives to help you pick the right VoIP solution. Read on for a detailed breakdown of each solution.

Provider Key Features Integrations Limitations Ratings Pricing
Plivo - Conference calling

- Audio alerts

- Voice surveys

- Call forwarding

- Text-to-speech

- Detailed call insights

Salesforce Sales Cloud, EngageBay, Agile CRM, and 22 other tools The vast array of features may overwhelm new users G2: 4.5/5 (724 reviews) Pay-as-you-go with free recording storage for 90 days
RingCentral - Voice and 20+ digital channels

- Real-time/historical reports

- Multi-level IVR menus

Salesforce, Zendesk, MS Dynamics, ServiceNow, Hubspot, Freshworks, Microsoft Teams Steep learning curve for new users G2: 4/5 (136 reviews) Custom pricing; starts at $75/month
Vonage - Multichannel recording IVR

- Text-to-speech

- WebSocket for AI integrations

Salesforce Sales Cloud, Gong.io, Salesforce Service Cloud, and 11 other tools Can get complex and expensive with usage G2: 4.1/5 (85 reviews) Subscription-based; starts at $1/month
Twilio - Global conferencing

- Masked calling

- WebRTC-powered voice app

Zendesk, Salesforce, billing systems, ERPs, inventory management, and more Expensive for high-volume calls G2: 4.2/5 (471 reviews) Pay-as-you-go; starts at $0.0053/min
Telnyx - Smart IVR

- Media streaming

- Text-to-speech in 29 languages

- Conference calling

Microsoft Teams, Asterisk, Vodia, Salesforce, and other CRM tools No call recording in base plan G2: 4.7/5 (407 reviews) Starts at $0.005/min
Grasshopper - Voicemail

- Call forwarding

- Desktop/mobile apps

- Simultaneous call handling

7,000+ third-party apps including Hubspot and Salesforce No CRM integrations G2: 4/5 (147 reviews) Starts at $14/month per user
OpenPhone - Unlimited calls and texts to US and Canada

- Local, toll-free, vanity numbers

Slack, Hubspot, Zapier, Gong.io, Free Agent CRM No 2FA verification G2: 4.7/5 (1,807 reviews) Starts at $15/month per user

1. Plivo

Key features

  • Authenticate callers: Plivo’s Verify API combats fraud by validating phone numbers through SMS or voice calls. Integrating it with Plivo’s Voice API adds an extra layer of security and ensures that the phone number genuinely belongs to the user. Plivo offers this service with $0 authentication fees — just pay standard voice charges. 
  • Conference calling: Plivo allows you to set up secure conference calls with a PIN for multiple participants, eliminating the need for additional authentication methods.
  • Voice alerts: You can send voice notifications for order updates, booking statuses, delivery information, flight cancellation/rescheduling, two-factor authentication (2FA) or one-time password (OTP), promotional offers, and account balances.
  • Voice surveys: Plivo enables interactive voice surveys to collect information from customers, such as satisfaction scores of a service. You can set up a voice survey system that automatically calls customers with survey questions through an API call.
  • Voicemail: Capture important messages from callers when the support team is unavailable. This way, all customer queries are addressed in a timely manner.
  • Call forwarding: Forward incoming calls based on agent availability, business hours, or time zones to ensure round-the-clock customer service availability.
  • Scalable and multilingual Interactive Voice Response (IVR) menus: Plivo’s IVR system routes callers through a menu of pre-recorded messages, replacing receptionists or directing calls based on user input. It can also automate appointment reminders, collect satisfaction scores, or facilitate polling.
  • Call insights: Plivo offers a detailed summary of key call quality indicators such as latency, packet loss, and Mean Opinion Score (MOS). Calls are segmented by geolocation, carrier network, and device metadata to ensure superior call health management.

Pros

  • Easy to deploy
  • Strong customer support 
  • User-friendly interface
  • Competitive pricing

Cons

  • Steep learning curve

Pricing

Pay-as-you-go with volume discounts available

Basic plan

Outbound: Starts at $0.0100/min 

Inbound: Starts at $0.0055/min

Add-on services include: 

  • Answering Machine Detection: $0.0000/min
  • Call Insights Beta: Basic $0.0000/min
  • Premium: $0.0025/min
  • Call Recording: $0.0000/min
  • Recording Storage: $0.0000/min
  • Automatic Speech Recognition: $0.02/15 seconds
  • Call Transcription: $0.0095/min
  • Conference Calls: $0.0000/min
  • Multilingual Text to Speech: $0.0000/min
  • CNAM Lookup: $0.00500/lookup

Review detailed Voice API pricing

Ideal for

Businesses seeking a scalable, reliable, and cost-effective VoIP that integrates seamlessly with existing systems.

Ratings & reviews

G2: 4.5/5 (724 reviews)

2. RingCentral

Key features

  • Real-time shareable notes: RingCentral allows users to create, edit, and share notes within the platform in real time.
  • Detailed summaries: Access over 250 ready-made reports or customize live dashboards using 350+ available metrics to track customer interactions across the entire journey.
  • Sentiment analysis: Gain real-time insights on call volumes, agent performance, customer sentiment, and trending topics through conversation analytics.

Pros

  • Easy to integrate with existing CRM tools
  • Accommodates extensive calling needs in a unified platform

Cons

Pricing

Ring Contact Center starts at $65/month 

Core features include:

  • ACD, IVR, skills-based routing
  • Voice and 20+ digital and social channels
  • Dialer - voice broadcast, preview, predictive, progressive
  • Queue callback
  • Call recordings
  • Real-time and historical reports
  • Native integration with RingCentral

Ideal for 

Businesses looking for a comprehensive, cloud-based VoIP solution that offers unified communications and collaboration features.

Ratings & reviews

G2: 4/5 (136 reviews)

3. Vonage

Key features

  • Automatic speech recognition: Vonage API supports self-service in over 120 languages, providing automatic speech recognition for round-the-clock availability and global accessibility.
  • Bot integration: It easily integrates with third-party vendors and AI bots in real time, addressing customer queries efficiently.

Pros

  • Syncs with laptops, desktops, and mobile devices
  • User-friendly interface 
  • Integrates well with existing business systems

Cons

  • Dropped calls due to poor connectivity at times 
  • Lacks advanced features like call analytics and admin controls

Pricing 

Pay-as-you-go; starts at $0.0078/min

Ideal for

Businesses seeking flexible and scalable communication solutions with robust VoIP features.

Ratings & reviews

G2: 4.1/5 (85 reviews)

4. Twilio

Key features

  • Flexible IVR: Twilio's IVR enables responsive, text-to-speech experiences in hundreds of languages, making global customer interactions seamless.
  • Data safety: It uses temporary phone number proxies to ensure secure communication, protecting both customer and business data.
  • Global conferencing: Twilio supports multi-party calling for up to 250 participants, with PCI and HIPAA compliance for data safety.

Pros

  • Easily integrates with existing business systems

Cons 

  • Poor customer support; relies heavily on AI
  • More expensive compared to competitors 
  • Complex user interface

Pricing 

Pay-as-you-go 

  • Outbound: $0.0140/min
  • Inbound: $0.0085/min

Ideal for

Businesses with a flexible budget looking for a dependable VoIP solution.

Ratings & reviews

G2: 4.2/5 (471 reviews)

5. Telynyx

Key features

  • Smart IVR: Build a multi-level IVR phone tree to intelligently route your calls via voice commands.
  • Answering machine detection: Leverage advanced AI to detect voicemail systems with exceptional accuracy.

Pros

  • Cost-effective
  • User-friendly interface 

Cons

  • Difficult to implement without technical knowledge
  • Quality of support can vary

Pricing

Starts at $0.002/min + SIP trunking fees for outbound calls

Ideal for

Businesses seeking a VoIP system with IVR capabilities to handle high call volumes.

Ratings & reviews

G2: 4.7/5 (407 reviews)

6. Grasshopper

Key features

  • Simultaneous call handling: Manage multiple calls at once to avoid busy signals.
  • Ruby-receptionists: Receptionists coded in Ruby answer customer calls to your Grasshopper number when your agents are unavailable.
  • Custom greetings: Record professional greetings to welcome customers when they call.

Pros

  • Good virtual phone system 

Cons

  • Slight delays in communication compared to calling directly
  • No call recording capabilities
  • Frequent disconnects requiring re-logging in

Pricing 

  • True Solo: $14/month
  • Solo Plus: $25/month
  • Small Business: $55/month

Souce: G2

Ideal for

Solopreneurs who need a simple and reliable communication system with voice calling.

Ratings & reviews

G2: 4/5 (147 reviews)

7. OpenPhone 

Key features

  • Call sharing: Share calls with your team to get feedback, onboard new hires, or improve performance.
  • Audio transcripts: Analyze conversations with time-stamped transcripts for quick access to specific details.
  • Automated messages: Enable automatic call recording to make sure you never miss recording important conversations.

Pros

  • Good customer support
  • Simple implementation
  • Intuitive interface that enhances communication

Cons

  • Delays in number porting 
  • Poor voice quality due to connectivity issues

Pricing 

  • Starter: $15 per user/month 
  • Business: $23 per user/month 
  • Enterprise: Custom pricing

All plans include:

  • One new local or toll-free phone number per user
  • Calling and messaging to US and Canadian numbers
  • Voicemail transcripts

Ideal for

Small to medium businesses seeking an easy-to-use, reputable VoIP system.

Ratings & reviews

G2: 4.7/5 (1,807 reviews)

When to look for a Google Voice alternative

Google Voice can be a great fit for solopreneurs, but as your business grows, it might not meet all your needs. Here’s why you might want to explore the best alternatives to Google Voice. 

Expand your VoIP’s feature set

Do you need to reach customers worldwide or send SMS/MMS to non-US residents? Alternatives to Google Voice offer advanced features such as custom call routing, IVR, detailed call insights, or integrations with CRM systems. These features can enhance your communication strategies and improve customer experience.

Manage high call volumes effectively

Users highlight connectivity issues as one of the top drawbacks of Google Voice. As your business scales, you’ll need a VoIP solution to handle high call volumes without compromising quality or reliability.

Integrate with other business tools easily

Effortlessly syncing your VoIP with your CRM or automating workflows is crucial for smooth operations. Unfortunately, Google Voice doesn’t integrate with many CRM tools.

Access round-the-clock customer support

If you require dependable, 24/7 support to minimize downtime and resolve issues quickly, it might be time to switch. The best Google Voice alternatives offer comprehensive support to keep your communication systems running smoothly at all times.

Why Plivo is the smart choice for your VoIP needs

Plivo stands out as one of the best alternatives to Google Voice, offering easy integration with both browser-based and mobile apps. With seven regional points of presence, Plivo ensures low latency and exceptional voice quality through optimized call routing.

Plivo’s Voice API provides global coverage, reaching customers in over 220 countries and territories across 900+ networks. We also feature real-time, data-driven routing and 24/7 customer support, ensuring reliable performance and expert assistance whenever needed.

Thousands of businesses trust Plivo for their communication needs. See if it’s the right solution for you: Request a trial today.

Sep 19, 2024
5 mins

Plivo’s Quick Guide to SMS Opt-In and Opt-Out

Learn the importance of SMS opt-in/opt-out, key regulations, and best practices to ensure compliance and build customer trust with Plivo’s comprehensive guide.

SMS API

Research shows that most consumers want to receive text messages from brands they know and love. In fact, according to Yotpo, more than 80% of shoppers are already signed up to receive text messages from at least one brand. 

Despite the data clearly indicating that your brand can and should take advantage of SMS marketing, you still explicitly need your customers' permission to text them. Opt-in and opt-out regulations dictate how individuals give or withhold consent for their personal information to be collected, used, or shared. 

Opt-in and opt-out regulations differ from region to region. Some may mandate opt-in for certain data types, while others may allow opt-out. In this guide, we’ll outline the key tenets of opt-in rules, share the most widely applicable best practices, and suggest the best way to manage these permissions so your company remains compliant. 

Why businesses must ask for opt-in permission

There are several reasons why businesses must ask their customers for opt-in permission. First and foremost, it’s a legal requirement in many places. For instance, the General Data Protection Regulation (GDPR) in the European Union mandates opt-in consent for certain types of data processing. Under GDPR, consent must be freely given, specific, informed, and unambiguous. Failing to obtain proper opt-in consent can lead to significant fines and legal issues for businesses.

Opt-in and opt-out options also help businesses demonstrate respect for user privacy and build customer trust. These permissions give users control over their personal information, which can strengthen a company’s reputation. Opt-in models require businesses to clearly explain:

  • What data is being collected
  • How it will be used
  • Who it may be shared with
  • The user's rights regarding their data

This ensures users make informed decisions about sharing their information.

Finally, and perhaps most importantly, opt-in/opt-out permissions minimize the risk of a privacy breach. By only processing data from customers who have explicitly granted permission to do so, companies can reduce their exposure to possible privacy violations. 

What are the opt-in and opt-out requirements?

Opt-in and opt-out requirements describe someone’s actions concerning their personal data when accessing an app, website, or marketing campaign. For example, someone could choose to accept cookies, stop receiving text messages, or share their personal information to receive a newsletter. 

Opt-in and opt-out requirements differ in their approach to obtaining consent from individuals regarding the collection and use of their personal data. Opt-in consent requires individuals to actively and explicitly agree before any processing occurs. 

Opt-out requirements assume consent by default, meaning the user has to take action if they do not want their data collected or used. The table below shows a high-level comparison between opt-in/opt-out approaches.

Aspect Opt-In Approach Opt-Out Approach
Default State No consent assumed Consent assumed
User Action Required To give consent To withdraw consent
Typical Mechanism Checkbox, button click, or form submission Unsubscribe link or preference center
GDPR Compliance Generally compliant Often non-compliant
User Engagement Typically lower initial engagement but higher quality Higher initial engagement, but may include uninterested users
Data Quality Generally higher Potentially lower due to uninterested participants
Trust Building Stronger - shows respect for user choice Weaker - may be seen as presumptuous
Legal Risk Lower Higher, especially in strict regulatory environments

There are certain legal requirements to be aware of as you set up your opt-in/opt-out collections process. GDPR isn’t the only regulation governing consumer privacy with data processing consent requirements. Many countries, including EU member states, Canada, and Australia, require opt-in consent for email marketing. The United States, under the CAN-SPAM Act, allows opt-out approaches for commercial emails.

Rules aren’t limited to governmental bodies, either. Gmail and Yahoo have also issued new email sender guidelines which require every email to have visible and accessible unsubscribe options. 

Opt-in: a deeper dive

For businesses, the level of opt-in required varies based on the type of message being sent. The CTIA, a trade association for the U.S. wireless communications industry, outlines three main categories:

Promotional messages

Promotional messages require explicit written consent from customers before you can send them. 

A promotional SMS marketing message encourages customers to take action, such as purchasing, attending an event, or engaging with a product. Examples include:

  • Product recommendations
  • Event announcements
  • Seasonal offers

Informational messages

Informational messages require written or verbal permission from customers prior to sending. 

An informational message is an update related to a customer's account or their relationship with the business. These messages include:

  • Account notifications
  • Loyalty program reminders
  • Appointment confirmations
  • Welcome messages

Conversational Messages

Conversational messages do not require explicit opt-in consent. These types of messages are one-on-one exchanges between a business and a customer, initiated by the customer. As such, the customer's initial outreach implies consent for that specific conversation. However, this doesn't grant permission for marketing messages or discussions on unrelated topics.

Here are some more specific opt-in and opt-out scenarios to consider. 

Double opt-ins 

A double opt-in is one in which a user signs up for an email marketing list or to receive SMS, and then a message (email or text) is sent to the user to click and confirm the subscription. The confirmation click is required for the user to receive future communications. 

The double opt-in confirmation method not only helps reduce the risk of spam emails or fake numbers but it also reduces instances of bots signing up for your communications. This added step ensures that all your recipients are real people who genuinely want to hear from your company. This translates to higher engagement rates and lower costs. 

Opt-in for websites, social media, and email 

Opt-in approaches for websites, social media, and email share some common principles, but also have platform-specific requirements. 

Websites must get explicit opt-in consent before using non-essential cookies. The easiest way to get this consent is to show a banner or pop-up when a user first enters the site. You may also want to include opt-in consent to use analytics tools, depending on your location. 

Social media platforms also generally rely on opt-in consent for data collection and storage, but the platform itself will handle that for you. For example, a Facebook user agrees to Meta’s terms of service and privacy policies when creating an account. You don’t have to ask a second time when you view your business profile’s analytics. 

However, some platforms may require additional opt-in consent for certain ad targeting or data-sharing scenarios. Facebook requires explicit opt-in for some sensitive ad categories.

Opt-in for email marketing and SMS 

Email and SMS campaigns have their own set of rules that your business needs to know. You must get explicit consent before sending any marketing messages via email or SMS. For email, consent is required but can be implied in some cases (such as if the user has an existing business relationship). 

SMS has one additional requirement. Your SMS messages must include clear disclosure of message frequency, potential carrier charges, and how to opt out if the user no longer wishes to receive messages from your business. Follow these best practices when designing your SMS opt-in approach: 

  • Keep initial messages short (under 160 characters)
  • Clearly state your company name and purpose of messages
  • Provide immediate value to the recipient (e.g. welcome offer)
  • Make opting out easy with clear instructions

Your email campaigns must include your company’s physical address, as well as an unsubscribe mechanism. Like SMS, try to make the sign-up process simple and user-friendly. 

Offer a preference center to manage subscriptions and set clear expectations about email content and frequency. 

How to incentivize opt-ins

Now that you know the guardrails governing opt-ins, how can you encourage your audience to sign up for and continue receiving your SMS marketing?

First and foremost, as the saying goes, you have to give something to get something. Give your audience a clear reason for subscribing to your SMS messaging list, such as a discount, early access to sales, or personalized shopping recommendations. In the process, set clear expectations: let the customer know how often they can expect to hear from you, as well as what kind of texts they will be receiving (for instance, order updates, appointment reminders, or something else). 

Next, make it easy to say yes. Use keywords for easy text-to-join options; for example, a pet supplies subscription box could ask customers to text “WOOF123” to a short code used by the brand. Any forms that need to be filled out should be optimized for mobile. Think about your sign-up process, too. 

Finally, to retain customers, make sure you stick to your cadence and continue offering value in your SMS marketing outreach. If you start to see opt-out rates creep up, check on your analytics to make sure there are no issues with your delivery. Then, consider whether your SMS messaging delivers your audience something unique and consistent with the rest of your marketing efforts. 

Opt-in and opt-out best practices 

Crafting effective opt-in prompts is more than just a formality. It's a strategic decision that can foster a loyal, engaged audience. By adhering to best practices, you'll enhance your customer experience, ensure compliance with data privacy laws, and build trust. Follow these best practices to make it easy for your audience to control how much they share with your business. 

  1. Don’t pre-check the opt-in box. Some forms are set up so that the user has to opt out and uncheck a box to avoid receiving emails. It’s a sneaky way for a brand to collect user information since most people don’t realize they must uncheck the box. Clearly, this does not foster trust with your audience. 
  2. Use a CAPTCHA or OTP to secure your sign-up form. A CAPTCHA can help prevent bots from signing up for your SMS list. Screen out bad actors to prevent cost overruns and protect your subscriber list.
  3. Maintain your list regularly. Update your contact lists regularly to remove unresponsive subscribers and invalid numbers. Cleaning up your list ensures you are only messaging with engaged users and not spending your budget sending SMS to those who won’t respond. 
  4. Use double opt-in. Employing a double opt-in approach can significantly improve your campaign results. When users opt-in twice, you can be assured that they definitely want to hear from and engage with your brand. This leads to better quality and higher performance. 
  5. Make your opt-in message crystal clear. Your SMS opt-in form must specifically mention SMS as the communication channel. In the US, 10DLC compliance mandates that you mention SMS in your opt-in form. For example, your opt-in form could read, “Check this box to opt-in to receive SMS text messages from (Your Company Name). Standard rates and data may apply. Reply STOP to opt out."

Ultimately, the goal is clear, simple communication with your SMS subscriber list. These tools can help you manage opt-in to achieve that outcome. 

How to manage opt-in and opt-out requests

Tools like Plivo make it easy to manage opt-in and opt-out requests. Plivo’s SMS platform automatically handles SMS opt-out if your contact replies with an opt-out keyword. We support these opt-out keywords:

  • Stop
  • Cancel
  • End
  • Quit
  • Unsubscribe

Plivo also supports 10DLC opt-in consent through voice, web form, keyword, and even paper form. We provide extensive guidance on how to collect opt-in consent in our developer documentation. We strongly recommend consulting our A2P opt-in best practices before launching your campaign.   

Conclusion 

Plivo’s SMS API is one of the most effective ways to engage with customers worldwide. With SMS coverage in over 220 countries across North America, Europe, Asia, Oceania, South America, and Africa, Plivo customers use opt-in daily to maintain and grow their contact lists. Powerful, out-of-the-box features beyond opt-out automation help your business gain a competitive advantage in SMS communications. 

Learn more about Plivo’s platform and how our API could work for your business. Get in touch to request a trial.

Sep 19, 2024
5 mins

The Top 5 Two-Factor Authentication (2FA) API Providers in 2024

Explore our detailed guide to discover the best solutions in the market for 2FA APIs and get expert tips on choosing the right 2FA SMS API provider.

2FA
Comparison

The right two-factor authentication (2FA) API makes it easy to integrate this security protocol without disrupting existing user workflows. And, while there are lots of tools available, 2FA API providers vary in their offerings. Some excel in carrier partnerships, others focus on ensuring high message delivery, and still more provide intelligent fraud control measures.

So, how do you pick the right one? 

Let’s dive into the most popular APIs for 2FA on the market, and then we’ll help you figure out where and how to integrate 2FA, how to vet various providers to find your best fit and get started with your API of choice.

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Top 5 2FA APIs: a quick comparison 

The table below provides a brief overview of 2FA API market leaders. Read on to get an in-depth analysis of each.

API Provider Key features Geographical coverage Global carrier partners Pricing Ratings
Plivo 24/7 customer support
Detailed and comprehensive API documentation
Built-in and free Fraud Shield
10LDC assisted onboarding for all customers
220+ countries and territories 1,600+ $0 SMS authentication charges
Pay-as-you-go pricing
Volume discounts available
G2: 4.5/5 (724 reviews)
Gartner: 4.8/5 (13 reviews)
Twilio Simple interface with SSO support
Easy to integrate
Built-in SMS pumping fraud prevention
180+ countries 1,500+ Offers free trial
Starts at: $0.05
G2: 4.6/5 (68 reviews)
Sinch Strong customer support
Well documented APIs
150+ countries 600+ Offers free trial
Monthly fee starts from $100
G2: 3.9/5 (29 reviews)
MessageBird Enables other third-party integrations like Facebook, Instagram, etc.
Easy to integrate
200+ countries 600+ Offers free trial
Starts with $45/month
G2: 4.1/5 (66 reviews)
Exotel Easily integrates with CRM
Build a call routing system
60+ countries (primarily Asia-Pacific (APAC) and Southeast Asia (SEA)) - Offers a 15-day free trial
Starts with Rs 9999 ($120 for 5 months)
G2: 4.3/5 (81 reviews)

1. Plivo

Image displaying Plivo’s 2FA features page  Key features 
Plivo’s 2FA API features

Key features 

  • Built-in, free fraud control : Plivo’s Fraud Shield combats SMS pumping fraud with geo permissions, sending limits, and automatic alerts. This advanced algorithm monitors your messaging patterns, builds thresholds for each country, and automatically sends alerts with irregular patterns. It ensures that only legitimized requests get processed, reducing fraudulent activity (and saving money). You can fine-tune and override messaging throughput thresholds for each country and access an in-built reporting to evaluate your cost savings from using Fraud Shield.
  • Multi-channel authentication: Plivo supports both SMS and Voice OTPs to ensure flexibility to businesses when authenticating users. When your SMS authentication fails, you can easily implement a fallback channel — voice messages.Plivo uses PHLO, a visual development tool, to quickly build a workflow that issues a one-time password (OTP) via SMS and then defaults to voice verification to improve conversions.  
  • Turnkey single-API solution: Plivo’s detailed API 2FA documentation and SDKs make its deployment a breeze. Plus, you don’t have to deal with multiple systems or compliance issues. The fact that Plivo ensures number provisioning and compliance means that businesses can focus on 2FA without additional overhead.
  • Message redaction: Plivo’s message redaction feature lets businesses redact sensitive information like numbers, names, etc., from messages. For industries dealing with confidential data, such as healthcare or finance, implementing redaction alongside 2FA increases overall security, ensures compliance, and builds customer trust.
  • 24/7 customer support : Our 24-hour customer support guarantees that all your authentication requests are processed as expected. Plivo’s customer engagement teams offer access to dedicated solution engineers for fast, 1:1 guidance on complex integrations.Dedicated in-house carrier teams stay updated on laws and regulations for full compliance and faster issue resolution.
  • Reliability and security : Plivo is all about reliability. The platform supports over a billion monthly transactions while maintaining 99.99% API uptime.
  • Global compliance: Non-compliance with regional security protocols increases the risk of hefty fines and puts your reputation at risk. Since each country has different security protocols, Plivo’s 2FA SMS API employs security best practices and policies to ensure that our network is secured virtually and physically.
  • No SMS authentication fee: Plivo doesn’t charge for SMS verification, authentication, and regulatory compliance, making it a wise investment for businesses on a tight budget. Plus, it offers straightforward pricing plans where you only pay for what you use.
  • Reduce errors with phone number lookup: Plivo’s new Lookup API can programmatically determine the number format, type, country, and carrier for any phone number worldwide. With this detailed information about a phone number, you can assess risk, prevent fraud, block fake accounts, and increase acquisition without customer input.
  • Low total cost of ownership: Plivo offers senders a direct route to end users, with a one-hop maximum and without route dilution or blending. Users can make calls and send SMS messages to every country worldwide, avoid delays, and avoid paying for repeated undelivered messages.

Pros

  • High deliverability rates, minimizing SMS failures
  • 99.99% uptime SLAs available with 24-hour support 
  • Customizable OTP templates for a personalized user experience 
  • Detailed analytics for tracking OTP requests and delivery status 
  • Automatically switches to voice API in case of SMS OTP failure 
  • Straightforward 2FA implementation with comprehensive API documentation and SDKs
  • Global reach: Plivo’s Premium Communications Network includes more than 1,600 carriers in 220+ countries and territories around the world

Cons 

  • Lacks multi-factor authentication that goes beyond SMS and voice
  • The vast array of features may overwhelm new users

Pricing 

Supports pay-as-you-go pricing model; $0 authentication fees

Suitable for

Companies seeking a reliable, secure, and scalable API 2FA solution with the lowest cost per conversion. 

Reviews and ratings

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2. Authy by Twilio

Key features 

  • In-built fraud prevention: Twilio’s Authy includes mechanisms to detect and mitigate fraudulent activity. It’s focused specifically on protecting custom verification codes sent via SMS within the Twilio Verify service. 
  • Real-time insights: It offers detailed analytics for tracking the performance and status of OTP messages. 
  • App-based authentication: It provides app-based OTP generation and push notifications for easier user interaction.

Pros

  • Easy integration with API documentation for most widely-used programming languages 
  • In-built fraud guard to prevent SMS pumping 
  • Multi-channel support 

Cons 

  • Gets expensive as usage increases 
  • A steep learning curve for new users  

Pricing 

Base pricing: $0.05 per successful verification + $0.0079 per SMS (US). The costs vary depending on channels. 

Suitable for 

Medium to large enterprises looking for a robust, scalable, app-based API 2FA provider. 

Reviews and ratings

G2: 4.6 stars (68 reviews) 

3. Sinch 

Key features 

  • Customizable OTP messages: Sinch provides highly customizable OTP messaging capabilities, allowing businesses to personalize and localize their OTP messages extensively. 

Pros

  • User-friendly 
  • Strong customer support 
  • Well-documented APIs make it easy to integrate into existing systems 

Cons 

  • Poor customer support 
  • May lack advanced 2FA features like intelligent fraud detection and extensive user management tools

Pricing 

The monthly fee starts from $100. It offers different pricing for different countries, so reach out to their sales team for custom pricing.

Reviews and ratings

G2: 3.9 stars (29 reviews)  

4. MessageBird 

Key features 

  • Multi-channel support: MessageBird easily integrates with channels such as WhatsApp, SMS APIs, Google Business Messages, and SIP Trunk. 
  • Third-party integrations: It also allows for other social media integrations like Instagram, Twitter, Gmail, etc.
  • Real-time analytics: It provides insights into message delivery, performance, and user engagement. 

Pros

  • Handles up to 400K messages/minute 
  • Solid customer support 
  • High delivery rates 
  • Offers SMS, voice, and email for 2FA 

Cons 

  • Pricing increases with usage
  • A steep learning curve for new users 
  • Poor UI 

Pricing 

Starts at $45 per month 

Suitable for 

Businesses seeking a multi-channel authentication solution. 

Reviews and ratings

G2: 4.1 stars (67 reviews)

5. Exotel

Key features 

  • Customizable OTP templates: Exotel allows you to customize OTP messages to fit your branding and user experience needs. It includes tailoring the message text and format.
  • Regulatory compliance: It adheres to industry standards and regulatory requirements for data protection and security, ensuring appropriate user data handling. 

Pros

  • Offers regional strength with a strong focus on South Asian markets
  • Simple and intuitive UI
  • Easy setup and integration 

Cons 

  • Capable of efficiently handling only a substantial number of OTP requests 
  • Lacks advanced features in analytics and fraud control 
  • Lacks global coverage 

Pricing 

It offers a 7-day free trial period and 500 test credits. 

Pricing plans: 

UAE: 
  • Dabbler: $65 / month
  • Believer: $55 / month
  • Influencer: $40 / month
Indonesia: 
  • Dabbler: $200 / 6 months
  • Believer: $500 / 6 months
  • Influencer: $1000 /12 months 

Reach out to their sales team for custom pricing. 

Suitable for 

Enterprises primarily operating in Asia Pacific, including Southeast Asia. 

Reviews and ratings

G2: 4.3 stars (81 reviews) 

Choosing the right API for 2FA provider for your business needs

Clearly, the range of APIs on the market varies widely. How can you tell which one best meets your needs? 

If choosing an API for a 2FA provider feels daunting, here are three steps to help: 

  1. Align the API’s capabilities with your business goals: When choosing a 2FA provider, determine how well its features match your business’s needs. For example, if you need a 2FA validator API solution to safeguard payment processing, integrate a 2FA API developed with financial institutions in mind, such as Plivo. 
  2. Assess scalability and future growth: Security gets more complex as your business expands. Choose an API 2FA solution that can adapt to these expanding security requirements. Go through their user reviews and case studies to learn more about how they’ve helped other businesses grow. 
  3. Ensure compliance and data security: New research from IBM reveals the global average cost of a data breach in 2024 is $4.88 million. Look for a 2FA API provider with a long track record of meeting regulatory standards and safeguarding user data.

Key touchpoints for implementing 2FA in APIs  

When should you require your users to use 2FA? Well, it depends. 

Some companies require users to complete 2FA every time they log in. 

Others trigger 2FA during high-value transactions, such as when a user changes their password or wants to transfer funds. 

Remember, while security is important, don't forget about your user experience. It can be beyond frustrating to be locked out of your account because you can’t get your 2FA code. Finding the right balance of security and convenience is what makes that five-star customer experience. 

There are a few common scenarios when 2FA is a reasonable, expected part of the user experience. 

  1. User login: Integrate 2FA into your user login page to add extra security. Choose the authentication methods such as SMS, voice, etc. based on your security needs and budget. 
  2. Financial transactions: Integrate 2FA for financial transactions such as processing payments, transferring funds, or accessing financial statements. 
  3. Account information updates: Implement 2FA for actions that alter account information, such as password changes, updating the email on file updates, or modifying a security setting. These changes can be signs of a potential account takeover from phishing or password reuse.
  4. Access internal systems: Apply 2FA to access internal systems based on user roles. For instance, two-factor authentication (2FA) for the Plivo console lets users enable 2FA to protect their credentials and prevent unauthorized access.

How to integrate 2FA into your workflow 

Integrating 2FA into your existing system involves a few key steps. First, select a suitable 2FA method, such as SMS, email, or authenticator app. Next, implement a process to trigger the 2FA challenge after successful primary authentication. This could involve sending a code to the user's preferred channel.

Finally, incorporate a verification endpoint in your API to validate the entered 2FA code. It's essential to handle errors gracefully and provide clear feedback to users. Consider using a specialized 2FA API like Plivo to streamline the process and enhance security.

Step-by-step process for integrating 2FA into your workflow:

1. Determine API 2FA type:

Choose the type of 2FA you want to implement (e.g. email, authenticator apps, SMS, hardware tokens). Let’s say you want to send an SMS message that provides a user with an OTP. If you’re using Plivo’s API, a developer would use Plivo's API to make a request and send a 2FA message. 

a) Each API requires certain parameters; in this case, they include:some text

  1.  An authentication ID and authentication token, the programmatic equivalent of a username and password. Plivo uses these to make sure the program is authorized to use Plivo services in general and the organization’s data in particular.
  2. A source number — the phone number that should appear on the recipient’s handset to show where it was sent from.
  3. A destination number — the phone number of the recipient.
  4. Message text — the body of the message, which in the case of 2FA might say something like “Your security code is 123456. Enter this six-digit number on your login screen.”

2. Identify key touchpoints:

Determine which touchpoints require 2FA.

3. Choose an API 2FA provider:

Select a 2FA API provider that can help you secure accounts, prevent takeovers, and protect high-value transactions.

4. Integrate API 2FA:

Integrate the selected provider’s API in your existing authentication system by following its documentation. Plivo’s 2FA API, for example, offers advanced capabilities like sending images, sending to multiple recipients, and expiring messages that aren’t received within a specified time so you’re not charged for them.

You can also redact sensitive information such as part of the destination number and the message content if you have privacy constraints.

5. Perform unit testing:

Conduct automated tests that send OTP requests within specific time intervals to simulate and address potential vulnerabilities in all relevant scenarios such as: 

  • Fund transfers: Test OTP requests during financial transactions to ensure secure processing
  • Password resets: Verify OTP functionality during password reset requests
  • Account updates: Assess OTP verification when updating sensitive account settings to maintain security.

Best practices to ensure comprehensive security:

  • Use a pool of phone numbers from multiple carriers to support enterprise messaging demands and give routing options 
  • Consider using QR codes that pair with authenticator apps
  • Set up alerts for unusual login attempts or repeated login failures 
  • Implement a secure process for account recovery through multiple channels 
  • Ensure your 2FA implementation complies with regulatory laws such as HIPAA, GDPR, etc. depending on the location 
  • Choose an API for 2FA that quickly identifies invalid phone numbers, and discovers the fastest delivery routes
  • Divide your network into segments based on functions and apply strict access controls across all networks. 
  • Subscribe to threat intelligence feeds and stay informed about emerging threats and vulnerabilities. 

By adhering to these best practices in implementing 2FA, you can enhance the security of both internal and external messaging systems.  

Note: For an in-depth understanding of 2FA and how it works, refer to our detailed guide.

Plivo: the best 2FA API provider for enterprises

Plivo's Verify API not only accelerates time-to-market but also improves fraud control, ensures compliance with regional regulations, and lowers your OTP costs. As a cloud-based service, Plivo’s solution eliminates the need for on-premises hardware, making it cost-effective with a pay-per-use model.

By using Plivo, you bypass the complexities of managing direct carrier relationships. Rather than diverting valuable developer resources to build basic infrastructure, you can focus on core competencies. 

Plivo’s infrastructure uses a network of eight data centers worldwide to power global communications—one of the top reasons why thousands of businesses trust Plivo with their 2FA needs. 

Our 2FA solution’s reliability and scalability strengthen your security systems. With our advanced fraud prevention features and user-friendly API, Plivo delivers a flexible, scalable 2FA API suitable for businesses of all sizes. 

Think Plivo might be the right fit for you? Request a trial to find out.

Sep 19, 2024
5 mins

MFA, SSO, and 2FA: Which Authentication Method is Right for Your Business?

Learn the key differences between multi-factor authentication (MFA), single sign-on (SSO), and two-factor authentication (2FA). Discover how each approach impacts security, user experience, and business operations, to determine which method is best suited for your organization.

Verify API

Most business owners know passwords alone aren’t enough to keep your data safe. Between 2004 and July 2024, passwords were the most frequently leaked type of data, with two billion user passwords leaked during this period.

To better combat data breaches, more companies are turning to stronger authentication methods, such as multi-factor authentication (MFA), single sign-on (SSO), or two-factor authentication (2FA). 

What do all these acronyms mean, and how can you determine which solution is the right fit for your business? In this guide, we’ll break down each approach's core differences, benefits, and security considerations to demonstrate that combining MFA and SSO in a solution like Plivo’s Verify API is best for most businesses.

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What is single sign-on (SSO)?

Single sign-on (SSO) is a user authentication process that allows someone to log in once with a single set of login credentials and access multiple applications or services without needing to re-enter their username and password for each one. 

Think of SSO as a master key that opens many doors—users sign in once and get instant access to all their work tools without having to remember multiple passwords. This approach reduces login headaches and password fatigue, making it easier for users to stay secure and productive.

How does SSO work?

SSO verifies a user’s identity through a centralized system. When the user logs into an SSO portal, the system checks their login credentials. It then generates a token that grants access to various applications within the network, simplifying access management for authorized users. 

5 key benefits of SSO & why you should use it

Single sign-on offers several benefits, but here are five key reasons why you should consider using SSO:

  • It streamlines the user experience: With SSO, users only need to use one password to log into a dashboard and access all connected applications—no more wasted time juggling multiple logins.
  • It reduces password fatigue: Less is more. Fewer passwords mean less mental load, reducing the risk of weak or reused passwords and enhancing security.
  • It improves productivity: Imagine the time saved when users can instantly access all the tools they need. This quick access means more focus on tasks and drives efficiency.
  • It simplifies centralized management: IT teams can use SSO to manage user access from a single dashboard. It makes onboarding and offboarding new users smooth and hassle-free. 
  • It lowers help desk costs: Fewer passwords mean fewer forgotten credentials. This leads to a significant drop in password reset requests, reducing the burden on IT support teams and cutting help desk costs.

3 key security risks of SSO you should consider

  • It creates a single point of failure: If someone gains access to SSO credentials, they could access multiple services connected together, creating a significant security vulnerability.
  • It relies on centralized authentication: If the SSO service experiences downtime or technical issues, users may lose access to all associated applications, causing operational disruptions.
  • It becomes an attractive target for cyber attacks: Because SSO systems control access to multiple applications, attackers often target them. A successful breach could expose sensitive data across various systems.

What is multi-factor authentication (MFA)?

Multi-factor authentication (MFA) requires users to verify their identity using two or more forms, adding multiple layers of defense against unauthorized access. Think of it as a security system with multiple locks; even if someone knows your password, they still need other credentials to log in. 

How does MFA work?

A lot of people get confused between 2FA and MFA, but here’s the exact difference: 

2FA (two-factor authentication) always requires exactly two forms of verification, usually something you know (like a password) and something you have (like an OTP or security token). On the other hand, MFA covers two or more forms of verification, adding even more layers of security by incorporating things like biometrics (something you are) alongside what you know and have. 

Imagine overlapping circles in a Venn diagram—2FA is one circle inside the broader MFA circle, which lets you combine different layers for extra protection.

In implementation, it could look like this: after typing in your password, you might also need to enter a verification code sent to your phone or use a fingerprint scan. This layered approach makes it significantly harder for unauthorized users to gain access to user accounts.

3 key types of authentication factors used in MFA

Authentication factors are the methods used to confirm a user’s identity. In multi-factor authentication (MFA), at least two different factors are required to gain access. Here's a closer look at the types of authentication factors:

1. Knowledge factors (something you know):

These are login credentials that only the user knows, such as passwords, PINs, or answers to security questions. Knowledge factors are the most common type of authentication but are also considered the least secure due to the risk of being guessed or stolen through phishing attacks.

2. Possession factors (something you have):

These involve something the user physically possesses, like a smartphone, security token, or smart card. Possession factors are generally more secure than knowledge factors because they require an additional physical item that attackers would need to acquire. Common examples include SMS codes sent to a user’s mobile device or authentication apps like Google Authenticator.

3. Inherence factors (something you are):

These are biological traits unique to the user, such as fingerprints, facial recognition, voice recognition, or retina scans. Inherence factors provide a high level of security because they are unique to each individual and are difficult to replicate. This type of factor is commonly used in high-security environments, such as government agencies or financial institutions.

By using multiple authentication factors, MFA creates a layered defense, making it more challenging for attackers to gain unauthorized access.

5 benefits of MFA & why you should use it 

Here are five important benefits for businesses thinking about using MFA. 

  • It enhances security. MFA adds multiple layers of security by requiring more than one form of verification, significantly reducing the risk of unauthorized access even if one credential is compromised.
  • It protects against credential theft. Since MFA provides multiple authentication layers, even if a password is stolen, additional factors like a biometric scan or a verification code sent to a mobile device make it much harder for attackers to gain access.
  • It helps comply with regulatory requirements. Many industries have regulations that require strong authentication methods. Implementing MFA helps businesses comply with PCI DSS, GDPR, and HIPAA standards.
  • It reduces the risk of data breaches. By adding extra security layers, MFA helps prevent data breaches, which can save the business from costly fines and reputational damage.
  • It improves user trust. Users feel more secure knowing that their accounts and data are protected by multiple layers of authentication, enhancing trust in the organization.

Security risks of MFA

  • It can pose usability challenges. MFA can sometimes make the login process more cumbersome, potentially leading to user frustration or reduced productivity if not implemented carefully.
  • It is vulnerable to phishing and social engineering attacks. Attackers might still use sophisticated phishing tactics to trick users into providing all required authentication factors, bypassing the additional security layers.
  • It relies on secondary factors that can be compromised. If secondary authentication methods (like SMS-based codes) are compromised through SIM swapping or interception, attackers could still gain access despite MFA.

SSO vs MFA: the main differences

Here are five core differences between MFA and SSO:

  1. Different goals: MFA enhances security by requiring multiple authentication factors to verify a user's identity. SSO focuses on convenience by allowing access to multiple applications with a single set of credentials; instead of remembering multiple usernames, users can easily sign in once and access all authorized applications they need. 
  2. Security vs. convenience: MFA offers stronger protection by requiring multiple authentication methods. SSO, on the other hand, focuses on user convenience, which can lead to vulnerabilities if credentials are compromised.
  3. User experience: SSO simplifies the login process and reduces password fatigue. Meanwhile, MFA adds extra steps, which can feel like a hassle to some users but adds extra layers of security.
  4. Setup complexity: Setting up MFA involves integrating various authentication methods, which can be complex. SSO requires connecting different applications to one central login, which simplifies user access but can be tricky if not done right.
  5. Risk management: MFA minimizes the risk of unauthorized access with extra verification layers, while SSO simplifies access control but can become a single point of failure if hacked.

Both SSO and MFA have their place in your security scheme, depending on what’s more important for your business—security or convenience.

SSO vs. 2FA vs. MFA

When securing access to your systems, understanding the differences between SSO, 2FA, and MFA is crucial. Each method can impact your organization’s security, budget, and user experience. Let’s dive into how these authentication methods compare across key factors.

Cost implications

Implementing MFA or 2FA might involve additional costs due to the need for specialized software or hardware (like biometric scanners or security tokens). SSO solutions can reduce password and user support costs but may require investment in a robust identity management system.

Impact on user experience

SSO enhances user experience by reducing the required logins, while MFA and 2FA may introduce additional steps but offer stronger security. The choice depends on balancing convenience against security measures.

Implications for businesses

Businesses need to consider the nature of their operations, regulatory requirements, and user base when deciding on an authentication method. While MFA offers the highest security, SSO can greatly improve productivity and user satisfaction.

4 important things for selecting the right provider for your organization

If you’re looking for an authentication solution for your business, here are the key things you should consider

1. Security needs and compliance requirements

To begin with, consider the sensitivity of the data your organization handles and any regulatory requirements, like GDPR, HIPAA, or PCI DSS, that might mandate specific authentication methods. For high-security environments, a combination of SSO with MFA can provide a balanced approach. 

With Plivo, you get built-in compliance features that help you adhere to regulations without adding extra costs. Plivo's Fraud Shield, for example, protects against SMS pumping fraud, ensuring your authentication processes remain secure and compliant.

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2. User experience and usability

Your authentication method should strike the right balance between security and ease of use, and seamless integration with your current IT infrastructure is key. Plivo simplifies this by offering a reliable OTP solution that integrates effortlessly with your systems, ensuring users get their OTPs when they need them. 

Whether you're using OTPs as part of a 2FA or MFA setup, Plivo guarantees 99.99% uptime, so users never miss a beat. With support for WhatsApp, SMS, and voice call, Plivo provides flexible, secure options to meet your authentication needs without disrupting your existing workflows. 

3. Cost and budget constraints

It’s important to understand the total cost of ownership for your authentication solution, including all associated fees. 

Plivo offers a cost-effective approach: you only pay for the SMS and voice services you use, not for authentication fees. Plus, with Plivo’s pre-registered phone numbers and no monthly rental fees, you can keep operational costs low and predictable.

4. Scalability and flexibility

As your organization grows, your authentication solution should scale with you, accommodating more users, devices, and applications without a hitch. 

Plivo’s solutions are designed to be scalable, supporting global delivery and providing real-time delivery reports so you can track and optimize performance as your needs evolve.

Simplify your MFA rollout with Plivo

Whether you're securing internal systems or protecting customer data, SSO and MFA are crucial for your business. SSO simplifies user access, reducing password fatigue and enhancing user experience, while MFA provides robust protection against unauthorized access by requiring multiple authentication steps.

In today’s digital world, combining SSO with MFA offers the best of both worlds—convenience and robust security. Providers like Plivo make it easy to set up and integrate both, helping you protect your data without sacrificing user experience. 

Request a trial with Plivo.  

Sep 17, 2024
5 mins

SMS Marketing Best Practices to Convert More Customers

Want to convert more customers through SMS? Use these SMS marketing best practices for a stronger campaign

SMS Marketing

66% of customers prefer to use text messages to engage with companies. Since text is more accessible, 37.5% of customers actually wish for brands to use text message marketing. 

But here’s the challenge: with up to 98% open rate for text messages—the invincibility of SMS marketing invincibility undoubtedly draws a huge number of marketers to the fray. As a result, customers are bombarded with SMS from e-commerce brands all over the world. 

This means you have to compete for every click and conversion. To stand out from the crowd, you need to use best practices for SMS marketing. 

In this blog post, we’ve compiled a list of some tried-and-tested best practices for SMS marketing to help you kickstart your next SMS marketing campaign. 

Wait, let’s take care of the law first!

CAN-SPAM Act

Enforced by the Federal Trade Commission (FTC), the CAN-SPAM Act covers certain types of SMS marketing. This law sets rules for commercial messages and gives people the right to opt out if they don’t want to hear from you anymore. 

You definitely wouldn’t want to ignore it as the outcome can cost you big time—hefty fines, which can reach up to $51,744 per individual violation. Also, companies may risk being blacklisted by telecom providers if they consistently send unwanted messages.

What you need to do:

  • Make sure your messages aren’t misleading
  • Clearly identify yourself as the sender
  • Always include a way for people to opt-out
  • Respect opt-out requests immediately

GDPR (General Data Protection Regulation)

GDPR is important if you’re doing business in the EU or have customers there. This law regulates how you can collect, store, and use personal data—including for SMS marketing.

What you need to do:

  • Ensure that customers actively opt-in to receive SMS communications by requiring them to check a box or click a button
  • Collect distinct consent for each communication channel (e.g., SMS, email, push notifications).
  • Be transparent about how you’ll use their data
  • Keep data secure and only use it for the purposes they agreed to

TCPA (Telephone Consumer Protection Act)

As per the TCPA, you need to have their express written consent before sending out any marketing messages. 

What you need to do:

  • Get clear consent before sending marketing texts
  • Send marketing messages only during reasonable hours, generally between 8 AM and 9 PM in the recipient's local time zone
  • Keep a record of the consent provided by each customer

Best practices for SMS marketing 

First, introduce yourself!

Imagine receiving a text from a random number with a great offer, but you have no idea who it's from. The first instinct might be to ignore it or, worse, report it. That’s the last thing you want for your brand. 

Therefore, you should introduce yourself in each message to ensure your audience knows exactly who’s reaching out and why they should pay attention.

A simple introduction helps establish credibility and prevents your messages from being mistaken for spam. These are quite handy, especially for two-way messages, as customers hardly reply to unknown numbers. 

See how Dr. Squatch introduces the brand before beginning the message content. 

Seek permission before sending messages

Before you start sending SMS messages, it is crucial to seek permission from the recipient. As mentioned above, the opt-in process is legally required in many regions.

As noted above, regulations like the TCPA are set up in the U.S. to protect consumers from unwanted communication. If you fail to comply with these regulations, you may face fines or penalties.

By having customers opt-in, you confirm that they are interested in hearing from you. It also increases the chances of customers reading your messages and responding to your offers.

💡Pro Tip: Always send a confirmation message whenever someone opts in. This not only reassures them that they’re successfully subscribed, but it also provides an opportunity to thank them and perhaps offer an immediate incentive, like a discount code, to start the relationship on a positive note.

For example, after someone opts in, you could send a message like: "Thank you for subscribing to [Your Brand Name] updates! Enjoy 10% off your next purchase with the code WELCOME10."

Provide opt-out options

In any SMS marketing strategy, you must give recipients an easy way to opt-out. Like opt-in, the TCPA in the U.S. requires that all marketing messages include a clear and simple way for recipients to opt-out. Failing to provide this can result in significant legal penalties.

Also, providing an opt-out option shows that you respect your customers' choices.

At the end of each SMS, include simple, clear instructions on opt-out. A common practice is to add a line like "Reply STOP to unsubscribe."

Don’t send messages too often

96% of customers say that they are occasionally annoyed by brand messages. The number one reason for this annoyance was “messaging too frequently”. 

​​While there’s no one-size-fits-all rule, you can limit your promotional messages to 2-4 monthly messages. This allows you to stay on your customers' radar without overwhelming them. 

This number can vary depending on your industry, your specific audience, and the messages you send. For instance, a daily deal alert might justify more frequent messaging, but less is often more for general updates or promotions.

Time your texts well

To maximize customer engagement, it’s important to send your messages during the hours when your customers are most likely to be receptive. 

Generally, the best times are between 9 AM and 8 PM local time. Sending messages too early in the morning or late at night can come across as intrusive, which can annoy your customers.

To accelerate your campaigns, you can try an all-in-one SMS marketing platform like Plivo CX to automate your messages. It is an AI-powered customer engagement platform that ensures your messages reach the right customer segment at the right time. 

Plus, you can schedule messages whenever you see fit. It also lets you select your preferred channels, set timings, and schedule the campaign. On top of it, with Copywriter AI, you can create highly personalized and nuanced text messages

Most importantly, Plivo CX leverages Plivo’s low-latency premium carrier network, which is spread across 190+ countries. As a result, you can cut down SMS marketing costs by up to 70% while sending timely messages, even if your customers are spread across different regions.

Use simple language 

SMS has a better open rate than email because it is short and simple. Your message should be easy to read and understand at a glance. Complicated words or industry jargon can confuse your audience and reduce the effectiveness of your message.

Here, you can also use Copywriter AI to maintain simple and consistent brand language across all messages. All you have to do is provide Copywriter AI with your objective and determine the goals, parameters, and urgency for your SMS.

After completing this step, you'll get several versions of your message to pick from. You can review and refine these versions before sending the most suitable one.

Avoid extensive informal wording

You may go overboard with slang while trying to appeal to a younger audience–especially with Gen Z. 

However, excessive slang and tonal dilution can obscure your message and come off as inauthentic. Even with younger customers, you should never sacrifice quality for trendiness. 

Instead, aim for a conversational yet professional tone, ensuring your message is universally understood.

Irrelevant Slang Better Alternative
"YOLO, grab this deal!" "Don’t miss out on this deal!"
"This sale is lit!" "This sale is amazing!"
"Srsly, you gotta check this out!" "You need to check this out!"
"No cap, this is fire!" "This is an incredible offer!"
"You’ll be shook by our prices!" "You’ll be surprised by our prices!"

Share relevant, valuable content 

It is crucial to send content relevant to your audience's interests and add value to their experience. Here are some examples of the types of content that work well for different e-commerce brands:

E-commerce Brand Relevant SMS Content
Clothing New arrivals, seasonal promotions, exclusive discounts, limited-time offers, style tips.
Home Decor New collections, sale events, DIY home decor ideas, tips for seasonal decorating.
Makeup Product launches, exclusive offers, makeup tutorials, and tips on achieving certain looks
Tech Product updates, special promotions, how-to guides, and early access to new gadgets.

Segment customers for personalized messages 

34% of customers get annoyed by messages irrelevant to their needs or interests. Generic messages won’t cut it anymore. Customers want a personalized experience. 

You can personalize your messages by segmenting your audience based on purchase history, browsing behavior, demographics, or geographic location. Then, tailor your messages to be more relevant and appealing to each group.

You can try Plivo CX’s Audiences to automate the segmentation process. It syncs contacts from your Shopify store in real time and allows you to segment customers based on unlimited rules.

Audiences provide 360° visibility into your customers, so you can see repeat purchases, holiday shoppers, non-active customers, new leads, etc. This information lets you send highly personalized messages to each group. 

Also, the segment builder is code-free, so anybody on your team can create customer segments.

Add links as CTA

Including links in your SMS messages is a powerful way to drive immediate action from your customers. 

Links allow customers to access the content or offer you’re promoting instantly, making it easier for them to take action. By adding links as CTAs, you can also track clicks and measure the effectiveness of your campaign in real time.

Ensure your message indicates what the customer should do next, such as "Shop Now," "Learn More," or "Get Offer.” Use URL shorteners to keep your messages clean and concise. This also helps you stay within the SMS character limit.

Add MMS and emojis

Incorporating Multimedia Messaging Services (MMS) such as images, videos, or GIFs, and emojis into your SMS marketing can make your messages more engaging and visually appealing. These elements can help your brand stand out in a crowded inbox and convey your message more effectively.

For e-commerce brands, MMS is a terrific way to visually display new arrivals, special offers, or product details.

On the other hand, emojis can add a touch of personality and emotion to your messages, making them feel more relatable and fun. However, it’s important to use them strategically and not overdo it.

Using Plivo CX: Maximize the impact of these best practices for SMS marketing

All the SMS marketing best practices we've discussed are crucial for connecting with your audience effectively. But to implement these strategies seamlessly, you benefit from a powerful platform like Plivo CX.

Plivo CX is equipped to handle your SMS marketing needs across the globe, with a carrier network that spans 190+ countries. Whether you’re reaching out to customers for a holiday sale or a special promotion, the platform ensures your messages are always delivered at the right time.

Here’s what Plivo CX offers:

  • Audiences: Create precise customer segments using both static and dynamic lists and unlimited rules
  • Journeys: Send timely messages triggered by specific customer actions, like abandoned carts or recent purchases
  • MMS & Emojis: Enhance your messages with multimedia content and emojis to make your campaigns more engaging and visually appealing
  • Campaigns: Easily manage and execute large-scale SMS campaigns with Plivo CX’s user-friendly interface
  • Copywriter AI: Generate compelling SMS copy tailored to your goals, brand tone or urgency level

With Plivo CX, you can easily manage everything from segmenting your audience to sending targeted, timely messages that resonate with your customers. 

Sign up for Plivo CX today to learn more!

Sep 17, 2024
5 mins

Proven Black Friday Marketing Ideas You Should Try

Convert Maximum Customers this Black Friday with these Black Friday Marketing Strategies

e-commerce Marketing

In 2023, customers spent $9.8 billion on Black Friday. This shopping frenzy presents a great opportunity for e-commerce brands like yours to boost their bottom line. 

But, the competition is undoubtedly intense. With so many brands running aggressive ad campaigns, your customers may experience ad fatigue, which makes them less responsive to marketing messages.

On top of this, you need cohesive marketing messaging across multiple channels such as social media, email, and website. Inconsistent messaging can confuse customers and dilute the impact of the promotions.

Therefore, you need innovative Black Friday marketing ideas and a single AI-driven platform to execute targeted campaigns precisely. To set the ball rolling, let us explore both strategy and a tool that can help you maximize sales on upcoming Black Friday.

Best practices to Implement Black Friday promotion ideas

Before discussing Black Friday marketing ideas, let’s discuss some reliable steps to implement these strategies for the maximum impact: 

  • Conduct market research: Start by thoroughly researching current market trends, customer behavior, and competitor strategies to identify what’s resonating with your target audience this season
  • Brainstorm with the ream: Collaborate with your team to generate creative and relevant promotion ideas that align with the latest trends and your brand’s goals
  • Analyze customer data: Leverage your customer data to craft personalized promotions and offers 
  • Test and refine: Before launching, test your promotional strategies on a small scale to identify any potential issues and make necessary adjustments
  • Plan a multi-channel approach: Ensure your Black Friday promotions are spread across all relevant channels—social media, email, website—to maximize reach and effectiveness

Steal these tried-and-tested Black Friday marketing strategies

Create hype on social media ahead of time

First things first: start engaging your audience early on to generate buzz and excitement that will drive traffic and sales when the big day arrives.

Black Friday marketing strategy for social media:

  • Share teasers of Black Friday deals and promotions.
  • Use daily or weekly countdown posts to develop a sense of urgency around Black Friday.
  • Use popular hashtags like some text
    • #BlackFriday, 
    • #BlackFridayDeals, and 
    • #BlackFriday2024 
    • and brand-related hashtags such as #BrandNameBlackFriday or #Shop{BrandName} 

Start sending “Black Friday” SMS

SMS marketing is one of the best ways to implement your refreshing Black Friday promotional ideas. In 2024,  75% of customers purchased products through SMS marketing. So, it can enhance your Black Friday marketing strategy by delivering timely, personalized messages that encourage immediate action. 

Choosing the right platform is essential when implementing SMS marketing during peak times like Black Friday. 

As an all-in-one AI-powered customer engagement platform, Plivo CX takes SMS marketing to newer heights with speed and convenience.

The platform leverages Plivo’s premium carrier network, which spans 220+ countries and territories. Its low latency and affordability mean you can send your Black Friday messages to anyone at any time. As a result, you can cut your SMS costs by 70%. 

Also, you get robust features to maximize the impact of your SMS marketing efforts:

  • First, segment your buyers with the Audiences feature based on factors such as purchase history, demographics, and engagement levels so you can send personalized messages to each group
  • Then, use the Journeys feature to send messages based on triggers so your customers get the right message at the right time
  • With Campaigns, you can schedule messages to ensure your customers receive the most relevant offers 

Not only that, Plivo CX also comes with a Copywriter AI so that you can create as much SMS marketing content as you need. Simply instruct the tool about your specific goals. You have complete control over the project's purpose, scope, deadline, priority level, and even the desired tone of voice. 

Sign up to Plivo CX to start preparing for the upcoming Black Friday. 

Optimize your website for “Black Friday”- related keywords

Evidently, every year around November, Black Friday-related keywords see a severe surge. You must optimize your website for these keywords to ensure your store appears in relevant search results when potential customers are looking for deals. 

How do you optimize your website for Black Friday marketing strategy?

  • Start by identifying the most relevant Black Friday-related keywords for your products or industry. Add these keywords naturally into your landing page content, including the title, meta description, headers, and throughout the text.

For example, "Black Friday deals [your product type]," "best Black Friday sales [your niche]," or "Black Friday [your brand name]".

  • Focus on long-tail Black Friday keywords in your blog, such as "how to get the best Black Friday deals on electronics" or "top Black Friday shopping tips for 2024". Long-tail keywords are less competitive and can attract more qualified traffic.
  • Promote your Black Friday blog posts on social media to drive additional traffic to your site.

Share holiday gifting guides with product links 

Black Friday marks the beginning of the holiday shopping season. It’s the perfect time to help your customers find affordable gifts for their loved ones. 

Gifting guides let you showcase your products in a curated format. They also help customers who might be overwhelmed by the sheer number of options available during the holiday season—a win-win for both brands and customers. 

Here’s how you can use gifting guides in your Black Friday marketing strategy:

  • Segment gifts by recipients such as gifts for him, her, or kids.
  • Create budget-friendly sections such as gifts under $10 or $20.
  • Create bundles of similar items so customers can buy in groups.

See how IKEA has created a dedicated gift idea page on their website: 

Source: IKEA

Use “Black Friday” emails to lure customers


Email marketing remains one of the most effective ways to drive sales, especially during high-traffic events like Black Friday. 

With direct access to your customer's inboxes, you can send compelling emails to highlight your best deals and encourage quick action. 

Plivo CX also acts as an email automation tool. It comes with a comprehensive suite of tools that can automate your email marketing ideas for Black Friday:

  • Create customer segments based on unlimited rules 
  • Journeys in Plivo CX can help you set up automated email workflows that trigger based on specific customer actions, such as cart abandonment or product browsing
Source: Plivo CX
  • Copywriter AI crafts compelling email content quickly. It can generate high-quality content, regardless of whether you need catchy subject lines, engaging body text, or persuasive CTAs.

Offer gift cards

Gift cards make the perfect last-minute gift. They allow recipients to choose exactly what they want, making them a win-win for everyone involved. 

How to share or create gift cards

  • Create and offer digital gift cards that anybody can purchase and send instantly via email or text
  • Include gift card options in your Black Friday email campaigns
  • Feature gift cards on your website’s homepage and product pages 

Use chatbots to ease customer experience

During Black Friday, many websites experience a surge in traffic. Products often get out of stock, customers can place the wrong orders or payment gateways may not work. As a result, it can lead to frustration and potential lost sales. 

In such a hectic scenario, chatbots can provide instant assistance during peak hours. They can answer queries, and guide customers through their shopping journey in real-time. 

To enhance customer interaction during peak shopping times like Black Friday, you can use Plivo CX’s OpenAI-powered self-service chatbots, along with a customizable IVR that drives personalized assistance to customers. 

Trained on custom data sets for more accuracy, these chatbots can manage multiple conversations simultaneously. They can provide personalized recommendations, answer frequently asked questions, and even assist with checkout processes.

Check out Plivo CX’s chatbots for your next Black Friday campaign. 

Offer exclusive deals to repeat customers

By rewarding your most loyal customers with special discounts or early access to deals, you create a sense of appreciation and exclusivity that can deepen their connection to your brand.

How to offer exclusive deals for Black Friday marketing

  • Use your customer data to segment and identify repeat buyers
  • Develop special discounts or early access deals specifically for these loyal customers
  • Send outreach emails or SMS messages to inform repeat customers about their exclusive offers

Extend referral points 

Referral points incentivize your existing customers to bring in new shoppers. They help you increase customer engagement and expand your customer base at the same time.

How do you provide referral points during the Black Friday sale?

  • Use email and social media to inform customers about the extended referral points
  • Share them as a limited-time offer so customers are tempted to share referrals
  • Ensure your referral program is easy to use and track so customers can quickly see their earned points and redeem them during their Black Friday shopping

Conduct virtual gaming contests

Virtual games create a fun and interactive experience that keeps customers engaged with your brand longer, increasing the likelihood of conversions. 

How do you conduct virtual gaming contests?

  • Select a popular game or create a custom game that aligns with your brand such as tournaments or leaderboards)
  • Announce the contest through your website, email campaigns, and social media
  • Offer discounts, gift cards, or exclusive products as prizes for the top performers 

Come up with rewards 

73% of customers are more likely to refer a business if they are offered a reward, such as discounts or cash incentives. You can offer free gifts with minimum purchases to nudge customers to spend more. This Black Friday marketing strategy can increase your average order value. 

How do you set rewards?

  • Ensure the minimum purchase amount required to qualify for the free gift is high enough to boost your average order value
  • Choose a gift that complements your products, such as branded merchandise or a limited-edition product
  • Advertise the free gift across your website, emails, and social media

Create bundles

Bundles can make your products more appealing, as customers can buy complementary items together at a discounted price. They can also boost your average order value.

  • Identify products that naturally complement each other and create bundles for them
  • Offer a discount on the bundle that makes it more cost-effective than buying the items separately
  • Highlight your bundles on your website, in emails, and through social media

This “raw beauty travel kit” is the perfect example of a bundle. The brand has combined shampoo, cleaning balm, deodorant, and lip balm—a no-brainer choice for anyone who’s traveling.

Source: Musely 

Offer curbside pickup for Black Friday sale

Curbside pickup is convenient during the Black Friday sale, helping your customers avoid crowds. This service lets you quickly fulfill orders, thus increasing customer satisfaction. 

How to set up curbside pickup?

  • Ensure your website has all the information about order placement, notification, and pickup procedures
  • Designate clear pickup areas and ensure orders are ready on time
  • Offer contactless handover for safe and convenient pickup

Try Black Friday BOGO deals

Running Buy One, Get One (BOGO) deals on Black Friday effectively increases sales volume and moves inventory quickly. It also tempts customers to purchase more than they might have initially planned.

How to run BOGO deals as a part of your Black Friday marketing strategy? 

  • Choose products that pair well together or are popular with customers
  • In your marketing materials, clearly communicate the value of the BOGO deal. For example, mention individual prices of the products and then compare them with BOGO deal prices
  • Limit the BOGO deal to certain hours or while supplies last to create urgency

Send abandoned cart reminders

Abandoned cart reminders help you recover lost sales. With so much shopping activity on Black Friday, it’s common for customers to leave items in their carts. You can nudge customers with well-timed reminders to complete their purchases. 

How do you send abandoned cart reminders?

  • Set up automated emails or messages that trigger shortly after a cart is abandoned, reminding customers of the items they left behind.

    As an SMS marketing automation tool, Plivo CX offers a no-code interface to build these journeys. You can set delays between an abandoned cart event and the message at your convenience. 
  • Share a small discount or free shipping in the reminder email to encourage customers to finalize their purchase.
  • To make the email more engaging and persuasive, use the customer’s name and show images of the abandoned products. 

Dominate this Black Friday with Plivo CX

As you prepare for Black Friday, make sure your e-commerce brand is equipped with the tools to maximize sales. To automate the e-commerce marketing process, you can try Plivo CX.

As noted above, Plivo CX is unique because it comes with its own premium carrier network that’s spread across 190+ counties, so you can run your Black Friday campaigns anytime, anywhere, with significantly reduced cost. 

Apart from that, here are some other Plivo CX features that can help: 

  • Audience segmentation: Sync customers and segment them for targeted messaging
  • Journeys: Send messages based on triggers events so they reach the right customers at the right time
  • Launch campaigns: Easily set up and deploy marketing campaigns in a few steps
  • Multi-channel delivery: Send messages across various channels (including SMS/MMS, email, and WhatsApp)
  • Monitor performance: Consistently track how your campaigns perform 
  • Automated copywriter: Generate personalized marketing content on the go. 

Ready to convert maximum customers this Black Friday? 

Sign up for Plivo CX today!

Sep 17, 2024
5 mins

8 Popular Giveaway Ideas To Attract Customers (+Examples and Tips)

Looking for ideas for a giveaway? Check out 8 popular giveaway ideas with real examples

Customer Experience
Customer Satisfaction

Giveaways are a terrific way to create a buzz around your brand and reach a wider audience. But running giveaways (especially on a big scale isn't easy). To be specific, you need exceptional technical support to increase reach, manage data, and measure return on investment. 

Having an omnichannel marketing platform can help you run giveaways on the scale. In this post, we will look at 8 popular ideas for a giveaway and how to execute them well. 

1. Free product with purchase

Giving a free product with every purchase is one of the popular marketing giveaway ideas to promote a new product or any underselling product. You can create a small bundle of the new product with your existing ones or offer a free sample for a minimum purchase amount.

Example of free product with purchase giveaway

Ashley & Co, a luxury brand, offered free samples of their products for all purchases above $50. This move was to make customers familiar with all ranges in product lines.

Free product with purchase offer | Source: Really Good Emails

Tips to run effective free products with purchase giveaways

Choose the best-selling products

Give complementary products with your existing best-selling products for maximum reach. These are the products for which you have already established trust, and anything coming with it will look credible.

Select the product bundles wisely

Create product bundles that complement each other and intrigue customers. For instance, a user purchasing hair shampoo may be interested in getting a complimentary conditioner or serum.

Set a minimum order condition

To avoid heavy losses in such giveaways, you can set a minimum order condition. Let's take the example discussed above. If you are offering free conditioner, you can offer it for all orders above a certain amount or only shampoo bottles above a certain size. 

This way, you are making enough profit from the order to offer anything complimentary.

Promote the offer

Promote the offer across all your marketing channels, clearly highlighting the free item.

Set a limit of one free product per customer

These promotions are mostly for free trials, so set a limit so that a customer can avail of the offer only one time. This step ensures you are not running out of inventory and reaching more customers. 

2. Buy one get one free (BOGO)

Buy one get one free (BOGO) or Buy two get one free offers are great campaign giveaway ideas for eCommerce businesses to boost sales. It is also an excellent strategy to clear out the inventory and attract more customers.

This strategy works particularly well with fast-moving products that customers use regularly, such as clothing, accessories, and more. For high-priced items, you can also run "Buy three get one free" campaigns. 

Example of buy two get one free giveaway

P&Co, a clothing and lifestyle brand, ran offers on its T-shirts. Customers could buy two and get one free. 

  Buy 2 get 1 free offer by P&Co | Source: Really Good Emails

Tips to run effective BOGO giveaways

Choose high-demand products

Choose the products that customers need in bulk and would like to make the best of BOGO giveaways.

Create a sense of urgency

Run limited-time offers and send alerts if inventory is running low to boost purchases.

3. Brand partnership bundle

Brand partnership giveaways are strategies where two brands come together to create a product bundle. This approach helps both brands to tap into each other's audience and gain more visibility. 

Example of brand partnership giveaway

Crate and Kids (a baby products brand) and Monte Design (a future brand) partnered together to run a giveaway. They promoted a nursery chair, which was relevant to both brands' audiences. 

Brand partnership example | Source: Instagram

Tips to run effective brand partnership giveaway

Identify the right brand to partner with

Partner with a brand that has a shared target audience and the products complement each other. For instance, a vegan food brand complements a fitness product brand well.

Set a goal first and design the campaign backward

Identify what you want to achieve with the giveaway and then work backward. For instance, if the goal is to get trials done for a new product, then design a product bundled with that product. 

If the goal is to reach a wider audience, you can run a collaboration and give the product to one of the lucky winners.

Cross-promote the products

The main goal of brand partnerships is to reach each other's audience. You can plan giveaway promotions on all marketing channels of both brands. 

4. Seasonal and holiday-themed giveaways

Seasonal and holiday-themed giveaways are campaigns where businesses offer free products for specific seasons or holidays. Customers keep the spending budget to shop around the holidays, making it a great time to run a promotion. 

Example of seasonal and holiday-themed giveaways

NOBULL, a footwear brand, ran a giveaway on Black Friday, and the lucky winner would get a pair of shoes. 

Seasonal giveaway | Source: Really Good Emails

Tips to run effective seasonal and holiday-themed giveaways

Choose products that align with the holiday

Offer products that customers need the most on holiday. You can check your past order history around similar times last year to identify a pattern and also tap into online conversations to find what's trending. 

Keep the messaging festive

It's not a regular promotion but a festival promotion. Keep the messaging festive to create an emotional connection with customers and live up to the holiday spirit.

Start planning in advance

Plan the campaign in advance to get more time to run promotions and execute it strategically. 

Keep something for last-minute shoppers

Some customers are also looking for products at the last minute, and you can plan flash offers to capitalize on this rush. 

5. Tag-a-friend giveaways

Tag-a-friend is another common giveaway where brands ask participants to tag their social media connections in the posts, and randomly chosen participants get the prize. 

This is a great idea for generating brand buzz as it's simple to execute for brands and easy for customers to participate in. 

Example of tag-a-friend giveaway

Giveaway example | Source: Instagram

Tips to run effective tag-a-friend giveaways

Keep the rules simple

Make it easy for users to participate in the giveaway by keeping the rules as simple as possible and adding detailed descriptions.

Create a sense of urgency

Run limited-time giveaways to encourage quick customer participation.

Collaborate with influencers for promotion

Collaborate with influencers to promote the giveaway for maximum reach.

6. Product bundle giveaway

A product bundle giveaway is another promotional strategy where you can create a small collection of relevant products and give any product for free. It helps in two ways. 

First, it increases the average order value as customers buy bigger bundles to get the free item. Secondly, it also helps in the promotion of the items you are giving for free. 

Example of product bundle giveaway

Korean skincare brand gives a skincare kit free on purchases above $79 | Source: Erborian

Tips to run effective product bundle giveaways

Choose a theme for the product bundle

Take related products that are exciting together as a bundle for the customer.

Allow flexible product bundling

Give customers the option to add or remove products from the bundle as per their choice so they don't drop the bundle for 1-2 products that don't match their interests.

7. Gamified giveaways 

Gamified giveaways are different from regular giveaways. It engages customers by using game-like elements. 

For example, customers are required to enter the giveaway by participating in a quiz or a mystery box challenge and more. It is one of the cool giveaway ideas for engaging with customers. 

Example of gamified giveaways

Mystery giveaway | Source: Really Good Emails

Tips to run effective gamified giveaways

Use common game mechanics

Keep the giveaway rules simple, like spin to win, mystery box, etc, which customers are familiar with. It reduces friction and boosts participation.

Make it shareworthy

Make the rules of the game interesting and encourage participants to share them on social media to gain more visibility. 

8. Influencer giveaway

An influencer giveaway is one of the campaign giveaway ideas where you can collaborate with influencers to promote giveaways. Influencers' followers participate in the giveaway based on certain rules. You can discuss the rules with the influencer in advance. 

The best part of this type of giveaway is that influencers have massive reach, so you don't need another big promotional strategy to make the giveaway a hit. 

Example of influencer giveaways

Influencer giveaway example | Source: Instagram

Tips to run effective influencer giveaways

Choose influencers in your target audience

Choose influencers whose followers lie more in the demographics you are targeting. Also, check if the influencers' usual social media messaging aligns with your brand persona.

Keep the giveaway rules simple

Make it simple for participants to take part in giveaways for maximum reach. 

Create interesting content around giveaways

The good part about collaborating with influencers is they can create interesting content around your products, which will make both your products and giveaway enticing. 

Promote giveaways using Plivo CX

Creating a giveaway is only the first step. Promoting it well to ensure it reaches the maximum and the right audience is the main part. With Plivo CX, you can easily promote giveaways via SMS, email, and WhatsApp campaigns.

For example, you can launch giveaway campaigns with pre-built templates or create new campaigns and personalized content quickly with our AI-powered copywriter. Our Audiences feature also helps segment customers based on their online behavior, engagement levels, and purchase history and target the right audience for the giveaway. 

You also get comprehensive analytics dashboards to help you understand how the giveaway is performing.

Sign up for a free trial to run exciting giveaways and boost the reach of your brand.

Sep 10, 2024
5 mins

One-Time Password (OTP) Solutions: What You Need to Know

Discover how one-time password (OTP) solutions can enhance security for your business. Learn about the benefits, implementation, and best practices for using OTPs.

OTP

In almost 31% of breaches in the past decade, and 60% in just the past year, exposed credentials have played a role. Despite the effort of many organizations to enforce strict password policies—such as the monthly rotation of 24-character passwords—huge breaches continue happening. 

Cyber attacks use credential stuffing, brute force, or abuse by enumeration to exploit weak security points. But there also remains the element of human error. The average person now has 100 passwords, up 25% from 2020. As a result, users typically fall back on poor password practices to make life easier. 

Instead of setting up users to fail, companies can help boost account security using one-time passwords. A one-time password (OTP) is one of the more mature options within static-passwordless methods. 

In this blog post, we’ll dive into what OTPs are, their benefits, how they work, what to know about PAM, and how to implement them in your business. 

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What are one-time passwords (OTPs)?

An OTP is a randomly generated, one-time validity code used for a single login session or transaction. Unlike static passwords, which remain the same until the user changes them, OTPs are valid for a very short period or just one use. This makes them a very useful tool in the fight against unauthorized access.

OTPs add an extra layer of protection over transactions and logins for online banking. E-commerce websites, at their end, deploy OTPs during checkout to prevent fraud. Service businesses, on their part, depend on OTPs to guarantee the security of their critical systems. 

One-time passcodes also play a big part in two-factor authentication and password recovery. They ensure that only the rightful owner can access an account or reset a password. Ultimately, OTPs are a critical element in mitigating the risk of a cyber-attack or data breach. 

5 benefits of using one-time passwords

There are plenty of benefits to using OTPs, but here are some key ones.

1. They enhance security through unique, temporary codes

OTPs align with the zero trust mindset, which assumes there’s no effective defensible perimeter that may protect a customer or an organization. OTPs work on a “never trust, always verify” principle by generating unique, temporary codes for users. Even if someone intercepts the OTP, its short lifespan renders it useless in minutes. 

Moreover, when you use solutions like Plivo that offer built-in security measures like Fraud Shield, you gain an added layer of protection. Fraud Shield is specifically designed to mitigate fraud risks such as SMS pumping and account token takeovers. 

This ensures your messaging infrastructure remains secure and resilient against fraudulent activities.

2. They protect against password reuse and interception

Reusing passwords across multiple sites is a common but risky practice. OTPs mitigate this risk by using a unique password each time. Additionally, because OTPs are often sent through secure channels like SMS or an authenticator app, they’re less susceptible to interception compared to static passwords.

Plivo offers advanced features that enhance your OTP delivery and performance.

Plivo supports real-time delivery report notifications so you can track how your messages are performing globally. This provides valuable insight into your delivery rates and helps you gauge the effectiveness of your OTP strategy.

Moreover, Plivo offers pre-approved templates optimized for conversions. These ready-made message templates are not only pre-approved for compliance with industry regulations but are also crafted to maximize engagement and drive conversions.

By using these templates, you save time and effort in creating messages from scratch, allowing you to focus on what really matters—connecting with your audience.

3. They’re simple to use 

Customers need not only robust protection but also a seamless experience. OTPs are a simple way to make logging in more secure. 

On the client side, implementing OTP solutions has never been easier with Plivo. Plivo offers a clear and straightforward API that simplifies OTP setup. Using standard HTTP verbs and status codes, Plivo ensures easy integration with your systems.

Whether you’re using Python, Ruby, Node, PHP, Java, .NET, Go, or even cURL, Plivo keeps the setup process consistent and streamlined. All API requests are secured over HTTPS, keeping your data safe during transmission.

Plivo’s API also authenticates requests with your Auth ID and Auth Token, ensuring secure OTP transactions. It supports JSON input in all POST requests, making data handling simple, and for larger deployments, features like timeouts and proxy settings are easy to configure within the server SDKs.

4. They offer versatility across platforms

OTPs are incredibly adaptable and can be used for different business purposes, such as logging into a bank account, verifying an online purchase, or accessing sensitive work systems. This flexibility makes OTPs an essential tool in many scenarios: no matter the context, your users can authenticate securely.

With Plivo, this versatility is enhanced by a global reach. Plivo’s infrastructure is designed to ensure high deliverability rates and minimal latency across 220 countries and territories, making it a reliable choice for businesses that operate globally. 

5. They help meet compliance and regulatory standards

For industries such as finance, healthcare, and media, adhering to strict regulatory standards is not just a requirement—it’s a necessity. OTPs play a critical role in helping businesses meet these rigorous data protection standards by providing a secure and compliant authentication method.

Plivo’s OTP solutions are designed with compliance in mind, supporting standards like GDPR and HIPAA. With built-in security features and detailed reporting, Plivo makes it easier for businesses to demonstrate compliance and protect sensitive user data. 

By using Plivo, you ensure that your authentication processes are secure and aligned with the latest regulatory requirements, giving you and your customers peace of mind.

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How do one-time passwords work?

OTPs operate on a straightforward yet highly secure principle: generating a unique, time-sensitive code for each authentication attempt. 

The process typically begins with an algorithm that factors in variables such as time or a shared secret key between the server and the user’s device. This ensures that each OTP is unique and can be validated only within a specific timeframe.

For instance, a time-based one-time password (TOTP) uses the current time as one of its inputs, generating a new OTP every 3-5 minutes. When a user requests access, the server generates the OTP using the same algorithm and parameters. 

The user enters the OTP they receive, and the server checks it against the one it generated. If the two match within the allowable time window, access is granted. This method ensures that even if an OTP is intercepted, it becomes invalid almost immediately, thus significantly enhancing security.

Consider a scenario where an employee logs into a corporate system. After entering their username and password, the system prompts them to enter an OTP. The employee’s mobile authenticator app generates an OTP based on the current time and a shared secret key. 

The employee then inputs this OTP, and the server validates it against its own calculation. This dual-factor authentication allows only the legitimate user to gain access, providing a robust layer of security against unauthorized access.

OTPs & privileged access management (PAM): what to know

Privileged access management (PAM) is a cornerstone of enterprise security, safeguarding the most sensitive accounts and systems underpinning an organization’s critical operations. 

OTPs integrate seamlessly with PAM solutions, providing a dynamic layer of security that complements existing controls. When a user attempts to access a privileged account, the PAM system can trigger an OTP request, requiring the user to provide a time-sensitive code in addition to their regular credentials. 

This integration ensures that even if attackers compromise the primary credentials, they would still be blocked from accessing the system without the corresponding OTP. The result is a more resilient defense against unauthorized access to critical enterprise systems.

One-time passwords versus dynamic secrets

Dynamic secrets are temporary, on-demand credentials that are automatically generated and revoked by a system or service, providing enhanced security and access control.

While both OTPs and dynamic secrets provide a means for strong authentication, they serve different purposes and offer distinct advantages. 

Differences between OTPs and dynamic secrets

  • Purpose:some text
    • OTPs: Primarily used for user authentication as a temporary, one-time code for access.
    • Dynamic Secrets: Commonly used in API security to facilitate secure communication between systems or applications through short-lived authentication tokens.
  • Use Case:some text
    • OTPs: Ideal for scenarios where a user needs to authenticate themselves for a single session or transaction.
    • Dynamic Secrets: Better suited for environments requiring continuous, automated authentication between systems.

Benefits of OTPs vs. Dynamic Secrets

  • OTPs:some text
    • Simple and effective for end-user authentication
    • Easy to implement and user-friendly
    • Provides a high level of security with minimal friction for the user
    • Offers a straightforward solution that ensures secure access without compromising the user experience
    • OTPs can be cost-effective in terms of implementation and maintenance, as they are often simple to generate and require less infrastructure,
  • Dynamic Secrets:some text
    • More complex and suited for scenarios requiring ongoing, automated authentication
    • Ideal for securing continuous communication between systems or applications
    • Dynamic secrets may have higher upfront costs due to the need for specialized systems to generate and revoke credentials in real time

5 best practices for implementing one-time password solutions 

When adding one-time passwords (OTPs) to your security setup, keep these five best practices in mind. 

  1. Prioritize strong algorithm selection: Choose a robust algorithm to generate your OTPs. Look for industry-standard options like HMAC-based one-time passwords (HOTP) or time-based one-time passwords (TOTP). These algorithms ensure that your OTPs are secure and reliable.
  2. Set appropriate expiry times: Your OTP solution should have a balance between security and usability. Implement short expiry times—typically 3-5 mins—for each OTP. This minimizes the window of opportunity for unauthorized use while still allowing users enough time to complete the authentication process.
  3. Offer multiple delivery channels: Flexibility is key when it comes to OTP delivery. Whether through SMS, email, or voice, multiple delivery options ensure that users can access their OTPs in the most convenient way. This approach enhances the user experience and provides a backup in case one channel fails.
  4. Implement comprehensive monitoring and logging: A successful OTP implementation doesn’t stop at setup. It’s crucial to monitor and log OTP generation and validation activities. This data provides valuable insights into authentication patterns and helps identify potential security threats.
  5. Educate users on security best practices: Lastly, but equally important, is user education. Make sure your users understand the importance of keeping their OTPs secure. Provide clear guidance on not sharing OTPs and recognizing phishing attempts. A well-informed user base is a critical component of any successful security strategy.

By following these best practices, you can ensure that your OTP implementation is both secure and user-friendly, providing customers with strong protection without compromising on ease of use.

Start sending OTPs today with Plivo

When choosing an OTP solution, selecting a provider that offers both security and ease of use is important. Plivo’s OTP solutions deliver on both fronts, providing a reliable and flexible solution that can be tailored to meet your specific needs.

Plivo’s OTP services are designed to provide a seamless, secure, and efficient way to manage user authentication. With features like global SMS delivery, real-time delivery reports, and customizable message templates, Plivo makes implementing OTPs in your systems easy. 

Whether securing transactions, verifying a user’s identity, or protecting sensitive data, Plivo’s OTP solutions offer the flexibility and reliability needed to keep your operations secure.

The Plivo advantage delivers five benefits: 

  1. Fraud Shield protection: Automatically identify and prevent SMS pumping attacks with real-time monitoring and alerts, ensuring your communications remain secure.
  2. No additional costs: Enjoy a transparent pricing model with no authentication fees or extra costs for fraud prevention, only paying for SMS and Voice services.
  3. Pre-registered numbers: Simplify setup with Plivo's pre-registered phone numbers, eliminating the need for number purchases or rentals and avoiding monthly rental fees.
  4. Global reach and reliability: Benefit from Plivo's extensive carrier network, covering 220+ countries with 99.99% uptime SLAs and premium 24-hour support.
  5. Pre-approved templates: Boost your OTP conversions with ready-made, pre-approved message templates designed to save time and enhance user engagement.

Ready to see how Plivo can enhance your security with OTP solutions? Request a trial today.

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