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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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Aug 3, 2023
5 mins

What is a Chatbot? 10 Benefits of Chatbots for Enhanced Customer Service

Chatbots help businesses automate their customer service motion and reduce time to ticket resolution. Learn about chatbots and how to implement them in this blog.

Chatbots

Chatbots have been making waves in the customer service industry, providing a range of advantages that can enhance the customer experience by reducing customer friction, increasing revenue, and alleviating pressure on human agents.

From providing 24/7 availability to offering personalized recommendations, chatbots have the potential to revolutionize the way businesses interact with their customers.

What is a Chatbot?

Put simply, a chatbot is a computer program designed to quickly respond to and assist customers with their questions. Whenever a customer initiates contact through a communication channel, a chatbot will attempt to identify and resolve the customer’s issue by offering solutions to common problems.

Modern chatbots like Contacto’s can even be configured to trigger customized workflows dynamically based on customer responses, enhancing your business’ ability to gather relevant information from your customers before they connect with an agent.

Benefits of Chatbots

We’ve compiled 10 benefits of chatbots, and tips for how you can use automation to enhance the customer service experience, while also alleviating pressure on customer service agents, increasing revenue, and creating repeat business:

  1. 24/7 Availability: Chatbots can provide 24/7 availability to customers, which is not always possible with human agents. This means customers can receive immediate assistance, regardless of the time of day or night. This can increase customer satisfaction and reduce the likelihood of negative reviews or customer churn due to unaddressed concerns.
  2. Quick Response Times: Chatbots are capable of responding to customer inquiries in seconds, providing instant answers and minimizing the waiting time for customers. This can reduce frustration and increase overall customer satisfaction, while also freeing up customer service agents to handle more complex issues.
  3. Cost-Effective: Chatbots can help companies save on labor costs, as they can handle a large volume of customer inquiries simultaneously. This can allow companies to allocate their resources more efficiently and effectively, while also reducing the need to hire additional staff to handle customer service inquiries.
  4. Reduced Pressure on Human Agents: Chatbots can handle routine inquiries, allowing human agents to focus on more complex issues. This can reduce burnout and turnover among customer service agents, while also increasing the likelihood of positive customer interactions.
  5. Improved Context for Issue Resolution: Chatbots can gather information from customers and provide context to customer service agents before the customer is transferred to a human agent. This can help agents provide more efficient and effective solutions, as they will have a better understanding of the customer’s issue before the interaction begins.
  6. Increased Revenue: Chatbots can increase customer engagement by providing answers to questions that prospective customers may have while evaluating your product. This can increase revenue and customer loyalty, while also improving the overall customer experience.
  7. Multilingual Support: Chatbots can provide support in multiple languages, making it easier for companies to expand into international markets. This can increase customer satisfaction and reduce language barriers for customers.
  8. Consistent and Accurate Responses: Chatbots can provide consistent and accurate responses to customer inquiries, reducing the likelihood of miscommunications or misunderstandings. This can increase customer confidence in the company and its products or services.
  9. Improved Data Collection: Chatbots can gather customer data and provide insights into customer behavior, preferences, and pain points. This can help companies improve their products or services, as well as their overall customer service strategy.
  10. Creating Repeat Business: A positive customer service experience, facilitated in part by chatbots, can create repeat business and increase customer loyalty. Customers who have had a positive interaction with a chatbot are more likely to return to a company for future purchases or services.

So we ask the question again: what is a chatbot? A chatbot is a useful self-service tool that is evolving the modern customer service experience by providing 24/7 availability, reducing the pressure on your human agents, and decreasing the time to ticket resolution for your customers.

The Importance of Self-Service in Customer Support

In our recent Leadership Talk on the Modern State of Customer Support, Plivo’s head of support Renu Yadav highlighted the importance of self-service tools:

“Self-service options are a great way to reduce the number of queries coming to support agents and allow them to focus on more complex problems. I also think that it is important to build an extensive FAQ section so that customers can easily find answers to common questions.

I also think that chatbots and AI can be valuable tools for customer support. They can provide instant, 24/7 support for simple inquiries or issues, and they can also gather initial information before escalating more complex issues to human agents.”

How PlivoCX’s Chatbot can automate your customer service

PlivoCX’s modern chatbot leverages advanced automation technology to enhance the customer service experience for businesses of all sizes. With features like 24/7 availability, quick response times, and multilingual support, Contacto’s chatbot is an excellent example of the potential that this technology can bring to your business.

By embracing chatbot technology in your contact center, companies can provide better customer service, reduce costs, and increase revenue, all while freeing up their human agents to focus on more complex tasks.

With the rapid advancements in AI technology, chatbots are only going to become more sophisticated and capable of handling even more tasks, making them an essential tool for any modern business looking to stay ahead of the competition.

So why wait? Start exploring the benefits of chatbots today and see how they can revolutionize your customer service experience.

Jul 19, 2023
5 mins

Leadership Talk: The Modern State of Customer Support

Join Plivo support lead Renu Yadav as she explores the evolving landscape of customer support, challenges faced by reps, essential skills, and changing technology.

Event
Customer Service

Leadership Talk: The Modern State of Customer Support

The customer service industry has undergone a revolution these last few years—teams have embraced remote and hybrid operations as standard, and sophisticated contact center technology has enabled businesses to push beyond the established limits of customer support.

We sat down with Renu Yadav, the head of customer support of the #1-rated cloud communications platform on the market, for a candid discussion about the modern state of customer support and the evolution of technology trends within the industry.​

Contacto: How has the landscape of the Customer Support industry evolved in the past few years, and what key factors were most impactful?

Renu: Significantly.

Ten years ago, phone support was the only option because businesses just wanted to have people that customers can talk to. Now there are so many choices that if a business makes it hard to get help, customers will take their business elsewhere.

Support is not limited to just phone or email support. Customers are now using multiple channels to interact with businesses, including live chat, and social media. Social media is no longer just a marketing platform, it has become a major channel for customers to interact with businesses.

There is also a need to have a global approach to support, and they need to be able to provide support in multiple languages and time zones.

AI and automation are being used to automate tasks, such as answering FAQs and answering routine questions. This frees up support agents to focus on resolving more complex issues.

There is a shift from transactional, reactive support to proactive, personalized, and experience-driven support. It is no longer seen as a cost center, but rather as an opportunity to differentiate from competitors and build customer loyalty.

Support is moving to a strategic department, capable of driving improvements across the business.

What are the biggest challenges that Customer Support reps face today, and how can they be overcome?

Renu: The responsibilities of a support agent look very different compared to a few years ago. Support teams are not required to just follow processes and perform routine tasks. Those can be achieved via automation. They need to come up with customized and tailored solutions to resolve issues faster.

  • Keeping up with product changes: Companies and products are rapidly innovating and updating their offerings. Support agents need to stay current with the latest product features and changes. Regular product training, refreshers, and product assessments can help support teams stay updated with product changes. At Plivo, we also review ticket trends to plan out refreshers on a biweekly basis.
  • Meeting rising customer expectations: Today’s customers expect fast, personalized support. Customers value getting their issues resolved in their first interaction with the support team. However, this can be a challenge if the issue is complex or if the representative doesn’t have the right information or authority to resolve it. To address this, companies can empower their representatives with the right resources, enable them with decision-making tools, and streamline their escalation processes. Cultivating a customer-centric culture across the organization can help align all departments toward meeting and exceeding customer expectations.
  • Working remotely: While remote work has impacted everyone, the impact is more on teams that need to work in groups. It was way easier to train, identify ticket trends, outages, coordinate with other stakeholders, manage escalations, and even get help on any issues in real-time. The shift to remote work has brought new challenges for customer support representatives, such as isolation, burnout, and communication difficulties. This can be mitigated by promoting a strong remote work culture, encouraging regular communication and team-building activities like off-work catchups so that the teams get to build a rapport and not all discussions are work-related.

Overcoming these challenges often requires a combined approach of people, process, and technology.

In your opinion, what are the most important qualities or skills that a customer support rep should possess to excel in their role?

Renu: That’s a great question, one that when I am interviewing candidates for my team I always like to ask. From my perspective, the most important skills vary by customer and situation:

  • Resilience, empathy, and patience: Dealing with customer complaints and issues can be stressful, and not every interaction is positive. Resilience and the ability to handle stress are key to maintaining a positive attitude and a high level of service. So is the ability to understand and share the feelings of customers. Customers often reach out when they are frustrated or upset, and an empathetic response can help calm them down and assure them that their concerns are being taken seriously.
  • Time management skills: Unlike other teams, Support work is not project/timeline based. It’s the number of calls/tickets they can handle in a day. This number is not stable and keeps changing on a day-to-day basis. They need to be able to prioritize and juggle multiple tasks at the same time. So time management is a crucial skill.
  • Business communication: Representatives need the ability to explain complex solutions in simple terms, as well as deep attention to detail to ensure they don’t miss any critical points while debugging an issue.
  • Teamwork: Support is often a team effort, and representatives need to work well with their colleagues to solve customer issues, share knowledge, and improve service processes.
  • Problem-solving & decision-making skills: Support teams also need to be able to think critically and come up with effective solutions to customer problems. This is becoming more and more critical in today’s fast-paced world. Agents are expected to be quick on their feet and able to come up with innovative solutions.

With that said, how can the right tool elevate a customer support representative’s ability to properly address a customer’s needs?

Renu: Without the right tool, a support rep would have to do way more work than necessary. In the right hands, an effective tool can:

  • Streamline routine tasks: Things such as ticket assignment to representatives, tracking the status of tickets, and adding options to have views on which tickets need to be prioritized. This frees up representatives’ time so that they can focus on resolving issues.
  • Provide a comprehensive view of the customer: Tools that integrate with various channels and systems can provide a comprehensive view of the customer. This includes the customer’s history, preferences, and previous interactions. This information can help representatives provide personalized and informed support.
  • Collect feedback from customers: Tools that allow customers to provide feedback can help organizations understand how their customers are experiencing their support. This feedback can be used to improve the support process and make it more customer-centric.
  • Provide a knowledge base or FAQ section: An detailed knowledge base or FAQ section can help customers find answers to their questions without having to contact a support representative.
  • Enable collaboration and escalation: Tools should also enable collaboration and escalation. This can help ensure that issues are escalated to the appropriate people when necessary.
  • Offer in-depth reporting and analytics: A support tool should not only be able to generate basic reports but also have the ability to create custom reports that can help organizations analyze customer interactions and identify trends. This data can be used in so many powerful ways.

With the rise of self-service options and automation, how do you see the role of Customer Support representatives evolving in the near and distant future?

Renu: It will have both positive and negative impacts, right?

The size of the teams will become smaller and smaller. AI and automation will be expected to handle routing queries. So the agents will be required to work on complex problems that require a human touch.

At the same time, the work is becoming more challenging so the focus going forward will be on the quality of teams and not the size of the teams.

Support is evolving from transactional to consultative support, from handling simple issues to resolving complex problems, and from being order takers to being customer advocates. They are now expected to be product experts who can help customers solve problems and help differentiate between competition.

Representatives are now tasked with resolving more complex issues which require them to think critically and creatively to solve problems. The insights gained from support interactions with customers influence product development, marketing, and other areas of the business.

These changes will free representatives from routine tasks and enable them to focus on the complex, challenging aspects of customer support that require a human touch but this also means that support agents will need to be committed to continual learning and adaptation.

So the overall contributions of the support teams will become increasingly valuable.

How do you think the increasing importance of customer experience and satisfaction has shaped the Customer Support industry, and what steps should companies take to prioritize these areas?

Renu: From a business perspective, it is not just important to get a customer on contract, it is more critical to retain the customer. That is where customer experience and satisfaction play a huge role. Companies can use customer support to differentiate themselves in a crowded market, and foster customer loyalty, and positive word-of-mouth.

Any company looking to prioritize customer experience and satisfaction within their business should:

  • Understand customer expectations: Regularly survey customers, monitor feedback, and stay abreast of market trends to understand what customers expect from their support experience.
  • Implement the right technology: Leverage technology to automate routine tasks, provide omnichannel support, personalize customer interactions, and gain insights from customer data.
  • Measure the right metrics: Look beyond traditional efficiency metrics (like average handle time) and measure metrics that reflect the quality of the customer experience, such as Customer Satisfaction (CSAT), Net Promoter Score (NPS), and Customer Effort Score (CES).
  • Foster a customer-centric culture: Make customer satisfaction a company-wide goal. All departments, not just customer support, should understand their role in contributing to the customer experience.
  • Review and improve: Regularly review your customer support operations and use customer feedback and data to identify areas for improvement. This process of continuous improvement is crucial in maintaining a high-quality customer experience.

With more options available to customers than ever before, how have customer expectations changed over the past few years?

Renu: Customers today expect businesses to provide instant, 24/7, multi-channel support with self-service options and transparency.

  • Customers expect more convenience: Customers today are accustomed to getting what they want when they want it, and how they want it. This means that businesses need to offer convenient customer support options, such as 24/7 support, live chat, and self-service options.
  • Customers expect more personalization: Customers today expect a personalized experience, and this is no different in customer support. Businesses are using data and analytics to personalize their customer support interactions, tailoring them to the individual customer’s needs and preferences. This can help to improve customer satisfaction and loyalty.
  • Customers expect more transparency: Customers today want to be kept informed about the status of their issue and what is being done to resolve it. Businesses need to be transparent with their customers and communicate with them throughout the customer support process.
  • Customers expect more empathy: Customers today want to feel like they are being heard and understood. Businesses need to be empathetic to their customers and understand their frustration. This will help to build trust and rapport with customers.
  • Customers expect more speed: Customers today expect their issues to be resolved quickly. Businesses need to be responsive and resolve customer issues as quickly as possible.

Can you share any insight on the use of data and analytics in customer support? How can data-driven approaches enhance the overall customer experience?

Renu: Data is huge right now. And I am not talking about customer data. I am talking about issue data and ticket data. If used the right way, there is so much key information to be pulled:

  • What kind of issues do we receive on a daily, weekly, monthly basis?
  • What product are we facing the most issues on?
  • Are there any enhancements required in the product?
  • Which support channel do customers find most convenient?
  • To track escalations.
  • To find which customers are raising the most queries.
  • What are our response and resolution times?
  • What training do we need to create for our teams?
  • How satisfied are our customers?

By using data, support can move from a reactive function to a strategic one, capable of driving improvements across the business.

What channels do you personally find to be the most effective for resolving the support needs of your customers?

Renu: The effectiveness of different customer support channels depends on the nature of the customer’s issue and the customer’s preferences. Phone support is not a great tool for customers if they need to be put on hold for a long time. On the other hand, though, email support won’t necessarily be the best tool for customers who have an urgent issue that needs to be looked into immediately.

In my opinion, using a combination of tools can ensure that businesses are able to provide support that meets the needs of all of their customers.

Self-service options are a great way to reduce the number of queries coming to support agents and allow them to focus on more complex problems. I also think that it is important to build an extensive FAQ section so that customers can easily find answers to common questions.

I also think that chatbots and AI can be valuable tools for customer support. They can provide instant, 24/7 support for simple inquiries or issues, and they can also gather initial information before escalating more complex issues to human agents.

I have one final question for you before I let you go. If you had one feature on your customer support tool wishlist, what would that be and why?

Renu: It would be the ability to integrate with other tools and systems. This would allow customer support representatives to have a single view of the customer, which would make it easier to resolve issues and provide better support.

For example, if a customer has a problem with their order, the customer support representative could see the customer’s order history, shipping information, and payment information. This would allow the representative to quickly identify the issue and resolve it.

The ability to create custom reports is a close second. It is not enough to only work on issues and meet KPIs. It is also essential to find trends and patterns. This can help in so many ways, such as improving product offerings, streamlining processes, reducing response and resolution times, collaborating with internal teams, and so on.

Thank you for taking the time to chat with us—it sounds like you and your team are doing some amazing things at Plivo with the tools available to you. I look forward to speaking with you again soon!

Renu: Of course, my pleasure!

Apr 28, 2023
5 mins

What is Call Quality? How to Monitor it in Your Contact Center

Call quality helps businesses measure the effectiveness of support conversations between customer service agents and customers. Learn about call quality and how to monitor it in this blog.

Customer Service
Customer Experience

What is Call Quality? How to Monitor it in Your Contact Center

These days, contact center managers can find answers to questions about call strategy with a much more analytically rigorous approach than a reflection on their personal experience.  

Thanks to the proliferation of cloud contact center solutions, collecting and analyzing conversational data from calls between customers and agents has never been easier.

With call recordings and call metrics, contact center managers can routinely identify low-quality calls, listen to them, spot weaknesses, and help the agent and team address these shortcomings through personalized training plans and alterations to call processes and scripts.  

In this article, we’ll explain what call quality is, why monitoring it is so essential for contact centers, and how busy managers can do it efficiently and intelligently with the help of technology.

What is Call Quality?

Call quality is a measure of the effectiveness of phone call conversations between a business’s contact center agents and its customers.

Each contact center has its own set of standards that determine call quality. But, in general, high-quality conversations are those in which the contact center agent is polite and helpful and leaves the customer satisfied with a clear solution to their problem.

Call quality monitoring, on the other hand, is the ongoing process of gathering data about customer service phone calls and analyzing that data to find ways to improve a contact center’s performance.

Importance of Call Quality Monitoring in a Contact Center

When customer service has such a large effect on customer experience, sales, and customer retention, contact center managers have to work towards optimizing their team’s performance on the phones, and call quality monitoring is the most effective way to do that. The following analogy will explain why.

A top-tier sports coach adjusts their training regiment based on the weaknesses they perceive through closely observing players in action. They know that assigning dribbling practice to a forward with already dizzying foot skills is a failure to use training time as efficiently as possible.

The contact center manager must follow the same coaching strategy in order to consistently improve agent performance. They have to uncover the various weaknesses of each agent, as well as the overall team, through effective call quality monitoring.

By identifying shortcomings in how agents handle calls, the manager can give personalized training assignments or reference material to agents, such as a specific technical white paper or objection handling script.

Managers can also change their contact center processes to eliminate the shortcoming across the entire team.

For example, after diving into contact center analytics, you might find that calls tend to fail when customers ask about “technical issue X”. You could then educate their agents on that product problem and update the call script with language they can easily reference mid-call.

How Contact/Call Center Teams can Monitor Call Quality

The ultimate aim of call quality monitoring is to increase agent performance by identifying weaknesses in call handling and then implementing corrective action.

To monitor call quality, contact center managers set up systems to collect and analyze information about customer interactions to uncover insights about how to improve customer service.

They may use the following to collect information about customer calls:

  • Call recordings
  • Customer surveys
  • Social media mentions
  • Data from other channels — live chat, email, etc.

To visualize this in practice, imagine that you record all of the agents’ phone calls, along with the customer survey results about those conversations, in a contact center platform.

Whenever a customer leaves a poor review, you listen to the phone call with the agent, pinpoint the reasons why the call failed, and then instruct the agent on how to improve next time around.

If the issue is common enough, you may also update your team’s standard operating procedures or script to prevent it from happening again. You might also share the advice you gave the individual agent to the entire team in a team meeting.

As you can imagine, call quality monitoring gets tricky when there is a large number of calls to track. It’s impossible to listen to all of them, and difficult to tease out the most common flaws in agent call handling.  With that in mind, here are some best practices to follow to ensure you monitor call quality efficiently:

Automate Call Data Collection & Analysis

Call data consists of call recordings, live metrics, historical reporting, and other call-related metrics like average handle time (AHT).

Many companies use a cloud contact center solution to capture this data automatically during conversations. The software also helps them analyze that data, making it easier to identify calls that failed, as well as why they failed.

In sum, automating data collection and analysis with the right software is an essential step in creating a systematic approach to call quality monitoring.

Listen Critically to the Recordings

On their own, the metrics you collect through automation won’t give you the entire picture of how the agent, or your process, is falling short.

To truly understand the nature of the problem, you need to listen to call recordings, asking questions like the following:

  • Is the agent following the script?
  • What causes customer friction? Are there certain talking points that come before it?
  • What types of questions is the agent asking?
  • When does the call seem to fall apart?
  • Were there any missed opportunities to provide clarity?
  • Is it evident that the agent is lacking some fundamental knowledge about the product?

A close, critical listen to an agent’s conversation with a customer can uncover subtle issues with the agent’s technique that you can help them overcome to unlock their true potential.

Track the Impact of New Processes

Whenever you implement a new call handling process or make changes to your script, it’s crucial that you track the impact of that shift. That way, you’ll come to know if your plan is actually paying off, or if you need to go back to the drawing board.

To track the impact, compare team-wide metrics like average handle time or average CSAT from before and after the implementation. Ask yourself whether there is a significant bump in these numbers. If it’s succeeding, great job. If not, you may have misdiagnosed the issue.

Conclusion

Monitoring call quality with an eye toward improvement in agent performance is an essential practice for leaders in contact centers. Only through ongoing call quality measurement and analysis can true progress occur.

If you’re looking for a tool that will help you monitor call quality and bolster agent performance with features like call whispering and agent dashboards, check out how PlivoCX can help.

Sep 20, 2022
5 mins

Call Queuing: Benefits, Best Practices, And How it Works

Call queuing is a method of managing inbound calls at a contact center. This blog covers how you can use call queuing to manage call volumes and reduce overall agent workload.

Customer Experience
Customer Service

Call Queuing: Benefits, Best Practices, and How It Works

If people get frustrated waiting in lines for something as fun as a roller coaster ride at an amusement park, imagine their agitation while waiting to speak with a vendor about technical issues and billing errors. Yikes.

As humans, patience is not our strong suit, especially when it comes to things we don’t necessarily enjoy in the first place. But, fortunately, we have tools and technologies at our disposal to alleviate the challenges or frustrations associated with customer service experiences.

These days, businesses have access to call queuing technology that ensures their customers can quickly reach an agent and have a satisfactory experience.

We’re here to offer you the basics of call queuing—how it works, why it’s so effective, and best practices for managing it.

What is call queuing?

Call queuing allows callers to virtually wait in line for their turn to speak with a customer service representative. This call queuing system allows contact centers to follow the social rule of first come, first served, mimicking what would occur in a physical place of business.

Implemented correctly with the right technology, call queuing leads to happier customers, more satisfied agents, and lower call-abandonment rates.

How does call queuing work in a contact center?

When a customer calls into a contact center, the call-queue feature assigns them a spot in line where they wait on hold, often listening to music, until it’s their turn to speak with an agent. This process is mostly consistent across systems—the specifics of the call-queue process, however, depend on which technologies the business uses.

For example, some cloud-based contact centers have a feature called automated callback, which enables the customer the option to hang up without losing their spot in the queue. When the customer reaches the front of the line, the phone software automatically calls them back and connects them with an agent.

Many call-queue software tools utilize an automated voice message to greet callers and tell them their spot in the line or the expected wait time. This gives customers a sense of control and helps to manage expectations—without this feature, 60% of customers are likely to abandon the call within the 2-5 minute range.

Five ways call queuing benefits your business

There are many benefits to using call queuing in your contact center, all of which lead to greater revenue numbers and lower customer churn for your business.

  • Reduce customer wait time: IVR technology, a necessity for effective call queueing, routes customers to agents based on factors such as: availability, skill or specialty, region or time zone, language, and others. This distributes calls evenly and appropriately among agents and can significantly reduce average handle time.
  • Keep customers engaged: Call-queuing software enables you to upload music files, greetings, and other messages to entertain or educate the customer during the wait.
  • Improve brand loyalty: Customers are grateful to businesses that prioritize their time. They take it as a gesture of respect and value.
  • Lower call abandonment: When customers can visualize how long the line is in front of them, they can more easily handle the wait. The automated callback feature makes it so they don’t even have to stay on the line.
  • Increase customer satisfaction: Aside from shortening the wait, call-queueing software also often uses intelligent call routing to send customers to agents best equipped to answer their inquiry, which leads to faster resolution.

Call queuing isn’t just about keeping current customers happy—it’s also effective for securing new ones. If a new customer calls your business and then abandons the call because they cannot reach a service agent, it’s unlikely they’ll ever call back. They’ll take their business to a competitor instead.

Software for call queuing can reduce call abandonment rates via various features and therefore ensure that you avoid losing new, interested leads who call your business.

4 best practices of call queue management

Call queueing needs to be set up appropriately using the right software to effectively reduce the wait for your customers. Let’s go over four best practices for call queue management.  

Provide self-service options to reduce the queue

The fewer people there are in line, the faster the queue moves. Find an omnichannel contact center solution that enables you to offer self-service options to your customers, such as chatbots and interactive voice response (IVR).

That way, customers with simple questions can get their answers quickly without calling your contact center and taking up a spot in the line that could go to a customer with a more complex issue.

Always use an IVR system

Most contact center solutions with call queuing offer an IVR system, which automatically greets inbound calls with an automated voice message and, based on caller input, routes them to the right department, team, or skill group.  

You’ve likely been on the customer end of an IVR system before. The system begins by prompting you to select from a list of options (“dial 1 for customer service, 2 for sales”, etc.). Then, based on your response, it routes the call to the right department, where you may have to wait in a queue.

Or, if the question is a simple one like “what are the business hours,” the IVR can provide the caller with an answer, thereby eliminating their need to wait in line and shortening the queue for other customers.

Set up automated callbacks

Automated callback is a feature that allows customers to maintain their place in line without staying on the phone call. Depending on how costs are structured for outbound calling, businesses may opt to only use this feature during peak call volume periods.

If the customer opts into an automated callback, the phone system software will keep track of their spot, and when an agent becomes available, automatically place the outbound call.

Minimize customers’ hold time

According to HubSpot, 90% of customers rate an “immediate” response to a customer service question as being extremely important to their experience.  One of the best ways to reduce hold time and get customers the fast service they want is to improve agent productivity.

Alongside call queuing, a cloud contact center solution will give your agents tools that enable them to more effectively handle customer calls, from call whispering to a unified agent dashboard - where they can review the customer’s details and past conversations, call scripting, and conversation analytics.

Conclusion

Customers just can’t stand waiting in line, so it’s essential that your business uses call queuing in your contact center to shorten the wait time or at least make it less painful.

If you’re looking for a tool that offers not only call queuing but also IVR, automated callbacks, and other features that help you improve your call handle time, check out PlivoCX, a cloud contact center platform that’s easy to use.

Sep 10, 2022
5 mins

Benefits of Integrating Your Ticketing System and Contact Center

Integrating your ticketing system and contact center is essential to process tickets faster and solve customer issues. Read through this article to know the top benefits of integrating your CRM and contact center.

Customer Service

Why do businesses need ticketing software?

In today’s hyper-personalized market, customers are seeking to be understood. Quick resolution, regardless of the issue, and emotionally intelligent service staff are paramount to small and medium business success. Investing in tools that facilitate an efficient agent experience and a frictionless customer experience will elevate your business.

To accomplish this, consider your ticketing or customer relationship management (CRM) software and how well (if at all) it can integrate with your customer service software. In the short term, your customer service staff need to solve customer issues fast. Looking at the midterm, you need to track customer interactions with your brand and derive insights from those interactions. Monitoring patterns of customer behavior and agent “hacks” or workarounds to overcome points of friction in your systems and workflows can make a huge difference in customer experience. From a long-term strategy viewpoint, the insights from one quarter can inform forecasting to scale staffing, product, or support activities in the next.

In any case, a ticketing system coupled with a customer service solution will help enable you to find where customer relationships can improve and to position your business for continued growth.

Benefits of integrating your ticketing system and contact center

Consider critical tools used in other areas of your business: accounting software, inventory management, point of sale, and so on, each to manage a certain function of your business and give you insight as to what is happening. A ticketing system helps you manage internal or external issues that need resolution. For external customer interactions, that ticketing system coupled with an integrated contact center platform or customer service workspace will enable you to receive, process, and resolve customer inquiries. With robust integration between these two systems, the following are just a few examples of the benefits:

  • Single source of truth and synchronized data across systems
  • Efficient and effective business processes
  • Improved agent experience and satisfaction
  • Reduced duplication and errors
  • Insights for agent coaching
  • Historical data to inform forward-looking strategy

Who would benefit from integrating ticketing system and contact center

In general, any business that interfaces with customers would benefit from a ticketing system. Some signs or symptoms indicating you might need to make the investment could be:

  • You frequently apologize for not getting back to customers
  • Email is your customer service system
  • Currently you have no way to calculate average issue-resolution time

If you currently have dedicated staff or agents for customer service inquiries and you do not have a ticketing system, your business is a prime candidate.

For support teams utilizing a multichannel approach—meaning your contact channels (phone, email, text, WhatsApp) are distinct or siloed, or you have to “swivel chair” from system to system to manage communications on each channel—a unified omnichannel customer service platform integrated with a ticketing system can be a game-changer for your business.

Contact center features to look for when integrating with ticketing systems

For businesses that are just beginning to unify and mature their customer service—perhaps from that multichannel approach to an omnichannel approach—or for businesses that are evaluating a system upgrade or replacement for their long-standing customer service practice, there are really two primary features to consider:

  • API integration: Does the ticketing system provide an application programming interface (API) that can integrate with your customer service workbench?
  • Automations: Are time-saving automations possible with my customer service, e.g., callbacks, sending reminders or notifications, queues, and routing

Why Contacto’s integration with ticketing systems can help

When considering the benefits of this type of integration, those most directly impacted are undoubtedly the customer and the agent. But simply tracking issues is not enough. You need a system to interface with customers and track those interactions for internal use. Let’s take a look at how a ticketing system coupled with a contact center can not only alleviate pain points, but offer added value as well.

Customer

Above customer satisfaction and net promoter score, customer effort has the most direct impact to top line revenue. The following pain/gain approach illustrates the benefits of various customer conversation channels coupled with a ticketing system:

Agent

Streamlined agent workflow makes efficient use of precious time and resources and increases agent satisfaction as a result. There are many agent experience enhancements a business might prioritize, but we recommend the following as the top two pain points to alleviate:  

Conclusion

No matter where you are on the journey to improving, scaling, or maturing your customer service motion, a ticketing solution coupled with a contact center platform will drastically improve your business workflows, employee performance, and customer satisfaction.  

Aug 22, 2022
5 mins

Simple Ways to Improve the Ecommerce Customer Experience

Having a reliable customer support system for an ecommerce business is crucial and can have a high impact on the bottom line. This blog covers simple ways to improve your ecommerce customer service.

Customer Experience

Improving the ecommerce customer experience

Why customer service is especially crucial in ecommerce

Customer service is important in almost every industry for improving the customer experience. In fact, data from Microsoft shows that 95% of consumers think customer service is important for brand loyalty.

However, customer service is especially important for ecommerce businesses. In ecommerce, the customer service agents are often the first and only people at the company with whom customers interact.

It’s not like real estate or SaaS where a buyer develops a strong relationship with a salesperson before making a purchase. Ecommerce customers often buy a product without ever talking to a representative of the brand. Only when they have a question or problem do they reach out.

And when that happens, it’s a member of the customer service team who answers. So this department holds a lot of power to hurt or improve customer relationships.

Beyond this, customers in the ecommerce space have extremely high standards. They expect fast, hassle-free resolutions to their issues, along with personalized treatment. If you don’t offer this, customers can easily find a similar product at another brand.  

For these reasons, ecommerce companies need to prioritize initiatives to bolster their customer service more so than most other business types.

Six simple ways to improve the ecommerce customer experience

There are two chief indicators of ongoing success as an ecommerce company: top-notch products and exceptional customer service. Below are six effective ways to work toward the latter.

Use data and agent context to understand customer preferences

Customers have distinct and constantly evolving preferences. Some prefer phone calls, while others want to reach out over live chat. One might desire an email to resolve a billing issue but social media to ask for a refund.

It’s important to constantly monitor your customers’ preferences and adjust your communications strategy accordingly. You can figure out these changes by sending recurring surveys, tracking channel data in your customer service software, and reading industry reports.

To ensure they satisfy all customers, many companies also use contact center as a service (CCaaS) software, which allows users to communicate with customers across multiple channels, including self-service methods like chatbots or IVR.

CCaaS companies are always monitoring customer preferences and adding new channels to their platforms as customer demand for them increases. That way their users are always on the cutting-edge of customer service.

360° coverage across support channels

Seventy-one percent of consumers experience frustration when their shopping experience is impersonal. Customers dislike it when they can’t use their favorite communication channel or when they have to repeat information to a customer service agent that they’ve already shared with another agent.

The first issue can be handled with a multichannel approach, but that doesn’t resolve the second issue given that each channel’s data is siloed. A rep on a phone call with a customer can’t easily find what that customer said previously on live chat or email.

To service customers on their favorite channels and provide a seamless experience, you need an omnichannel approach where all channels are integrated and their collected customer data is accessible to agents from one dashboard regardless of which channel the customer is currently using.

Empower your customers with self-service tools

Sometimes customers don’t want to speak with a live agent. Perhaps they feel their issue is simple to resolve — 74% of internet users prefer using chatbots when looking for answers to simple questions.

Or maybe they’re just feeling especially introverted that day. Regardless of their reasons, those customers will appreciate the self-service options your team provides.

Here are some customer self-service types to offer:

  • Chatbots: These are computer programs that simulate conversations with your website visitors.
  • Interactive Voice Response: IVR enables users to interact with an automated phone system through voice or dial tones.
  • Knowledge Center: This is a part of your website that hosts tutorials, guides, and videos that answer commonly asked questions.

When you empower your customers to handle their own issues, you improve their experience and also reduce the pressure on your agents, which leads to shorter wait times for customers who really do need an agent’s help.  

Follow the sun—24/5 customer support

If you have trouble with a customer service tool, it indirectly impacts your customers in a negative way. For example, if your live chat system crashes, customers in the middle of a conversation will have to start all over.

That’s why it’s so critical to use high-quality customer service tools that come with support 24 hours a day, 5 days a week, so that you can get answers and assistance quickly and get back to focusing on your customers instead of technical difficulties.  

Modernized support for the mobile-first era

Statista predicts that 187.5 million people will make a purchase via their smartphone in 2024, an increase of 20 million from 2020. The trend toward mobile shopping is obvious.

Therefore, it’s critical that you give your customers the ability to easily access your ecommerce store and customer service team via their mobile devices. Consider designing your website for mobile users and offering an ecommerce mobile app for your business.

Support that evolves with your customers

Improving customer experience is an iterative process. You have to try new techniques, measure your customers’ reaction to them, and then, based on the results, take another step in the right direction.

To do this, you need to collect customer data and feedback. Many companies use surveys with specific questions to measure their customer satisfaction.

They also use some sort of customer service software to track key customer service metrics like busiest hours, communication volume by channel, and average resolution time.

Collecting and analyzing this information enables customer service teams to make data-driven decisions about their strategy.    

Picking the right ecommerce customer service software

An ecommerce customer service team looking to improve their overall customer experience should look for customer service software that allows them to enact the strategies we’ve listed above.

The right platform will have 24/5 support and empower you to use an omnichannel approach, offer self-service options, go mobile-first, and track customer service data.

Conclusion

Customer experience is essential to an ecommerce business’s success, and the customer service team has a tremendous effect on this experience.

It’s crucial that you arm your agents with the tools they need to best serve your customers. Check out how PlivoCX, a cloud-based contact center software, can help.

Aug 16, 2022
5 mins

What is Call Routing? Types, Benefits & How it Works

Call routing automatically directs incoming calls to the right department based on an established set of rules. Find how phone routing works, its types & benefits in this blog.

Customer Service

What is Call Routing? Types, Benefits & How it Works

From a consumer perspective, B2C companies are measured by two things:the quality of their products, and quality of customer service.

While most businesses understand the importance of providing quick support to their paying customers, modern businesses utilizing new-era omnichannel cloud contact centers like PlivoCX service have a secret weapon available to them—call routing.

What is call routing?

Call routing describes the process by which support requests are assigned to a specified customer service queue based upon the needs of the consumer.

While call routing traditionally applies to voice calls, the emergence of modern support channels like SMS messaging, chat, social media, etc. have caused the term to take on a broader meaning for the process of pairing a customer with the right agent.

Types of call routing and how does call routing work?

So, how exactly does call routing work, and how are modern contact centers pairing customer support requests with the right agent?

To answer this question, we must first understand the different types of call routing, and how you might want to employ each within your customer service operation.

Source: GetVoIP.com

A next-generation contact center like PlivoCX Service will come equipped with a robust drag-and-drop workflow builder, allowing B2C teams to establish rules that assign support requests to agents with respect to the type of call routing at play.

You can see how this works in practice with our quick 1-minute video on drag & drop queue configuration:

With a custom workflow in place, customer support voice calls will be automatically routed to an agent based on criteria provided by the customer at the time the call is placed.

What is the difference between call routing and call forwarding?

If you’ve asked yourself “what is call routing”, you may also be curious about call forwarding. While virtual call routing is a dedicated procedure by which customer support calls are directed to the best agent for the job, call forwarding is a process which forwards voice calls to multiple phone numbers for a single agent, enhancing that agent’s coverage across devices.

In practice, this means that if an agent is unable to answer their desk phone for a customer call when it rings, that call will be passed on to their mobile or home phone number automatically without any difficulty for the customer.

Call forwarding serves as a useful, complementary tool for call routing that can enhance an agent’s ability to best serve their assigned customer.

Common use cases of call routing & business impact

So now that we’ve covered the questions of “what is call routing” and “how does call routing work”, let’s talk about how a contact center with a robust call routing system can empower your customer service agents, reduce customer friction, and promote growth in your business.

Top 5 use cases of call routing

There are innumerable benefits to incorporating a virtual call routing system into your business, but here are five popular use cases to get your started, and how each can help you grow your business.

Always-on customer service operation

Customer’s feeling like nobody is listening to them is a $75 billion dollar problem. Establishing workflows designed to route voice calls to different support operations depending on agent hours ensures that your customers never feel unheard, as somebody will always be available to solve their problems.

Premium service for premium customers

Whether they earn their premium status through purchase or over a period of time, it’s important to reward customer loyalty. B2C teams can configure call routing workflows to ensure that their best customers always have a direct line to an agent.

Skills to pay the bills

Let’s say a longtime customer has a billing issue that threatens their retention—skills-based call routing can guarantee that your customer is assigned an agent equipped with the proper skill set and tools necessary for a prompt resolution.

Building a relationship

There’s nothing worse than having to explain your customer support needs five different times to five different agents—14% of customers take their business elsewhere because their complaints aren’t handled properly. Relationship-based call routing allows teams to automatically assign support requests to agents who have previously helped a given customer.

Support at light speed

Sometimes, the best thing you can do for your customers is to give them somebody to talk to as quickly as possible. With round robin call routing, you can set a workflow that immediately pairs a customer with the next available agent, cutting down on wait times and reducing abandonment rates.

How PlivoCX pairs the right agents with the right customers

PlivoCX is cloud contact center software for B2C teams built with customer and agent satisfaction in mind. With Contacto, agent teams are supported by helpful automations, a unified desktop, and an omnichannel experience to exceed consumer needs and create happy customers and agents alike.

If you’re looking to keep up with the demands of the new era of support operations, we’re here to help.

Book a demo with our sales team, and we’ll help you find the right solution for your team’s needs.

Jul 26, 2022
5 mins

Top 6 Customer Service Channels (Hint:Voice is still king, for now)

Handling customer inquiries is the most important role in providing great CX. Find out why voice is still the king for now among the best customer service channels.

Customer Service
Industry Insights

Chat

In terms of customer satisfaction, live chat is the most meaningful and effective digital channel. With nearly 1 in 3 customers attempting to self-service by visiting a company website before placing a voice call, a robust live chat capability is a low-effort high-ROI solution to reduce customer friction, expedite issue resolution, and increase revenue - in some cases at a rate of 2.4x for cross-sell and upsell opportunities.

Social

The most compelling statistic came from Facebook with a reported 100% increase in customer messages to businesses from 2019 to 2020.

Spotify begins training their agents on the email customer support channel before clearing them for the social support channel. Throughout the training agent emails are evaluated for specific quality and service metrics to ensure agent confidence before graduating them to the generally more public social channels. Word of caution: most users who reach out via social media for support expect a response within 60 minutes.

Voice

Even with post-COVID forced digital acceleration, one study reports a preference for voice as high as 71% compared to other channels. Perhaps this is a result of older customers’ preference for in-person or assisted service (whereas younger generations prefer self-service). In any case, this should be no surprise as 56% of customers surveyed reported frustration with IVRs prior to speaking with a live agent. Stay alert contact centers! The experience on your IVR/IVA is more important than you think and could make or break your voyage to a better customer experience.

Artificial Intelligence

“Roughly one third” of American companies surveyed in a study May 2021 are using some degree of AI for consumer experience initiatives. The possibilities and promises of increased self-service and customer satisfaction, reduced inquiry handle-times, trend forecasting, agent assist, next best action and many opportunities are examples of the hopes and dreams for overall customer loyalty and revenue potential. As you consider how to implement or scale an AI solution, be mindful of the differences between static analytical models, natural language understanding, robotic process automation, and true artificial intelligence.

Email

For most businesses email was a low friction, self-service channel easy to add to the multi-channel support model, but as organizations pivoted to omnichannel support models with better-integrated and more real-time digital solutions, email declined in satisfaction and popularity - and is predicted to continue to decline as mobile-first messaging adoption increases. In a survey conducted in October 2021, as few as 15% of American respondents indicated email was the preferred channel for customer support.

Messaging

With a particularly sharp uptake during the challenges of COVID-19 pandemic lockdowns businesses adapted by implementing direct messaging for support and marketing motions to stay in closer contact with their customers. One study reports an increase of 62% in companies using WhatsApp for customer service inquiries from the previous year.

Selecting The Right Customer Service Channels

Regardless of the overall channel adoption statistics above, selecting the proper customer service channel mix for your specific business to deliver the best customer experience should be the primary driver. Look for friction points, add new channels, eliminate extra steps, add touch points along the customer journey to share transparently and engage with your customers in a friendly way.

Below are just a few examples and the steps you can take to see immediate improvements in your customer experience feedback:

  • How would you feel? Consider how the customer feels when attempting to reach you for various reasons. Next, go and listen to every branch of your own IVR and consider whether your automation matches the customer’s need. Should you route priority customers differently than those calling for hours and location? Can you easily automate order status inquiries in your IVR to free up staff to handle higher cognitive inquiries?
  • Proper channels in place? If you are only communicating by phone and email, consider adding live chat. This channel can have a direct impact on your top-line revenue as many customers - in an e-commerce setting - use chat when they are further down the sales funnel and may have a clarifying question or two prior to checkout.
  • Monitor and adjust! You can’t improve what you don’t measure. What is the traffic volume on each of your support channels? Can customers (or your agents) easily pivot from chat to voice if the interaction escalates in customer frustration? Are you receiving an overwhelming number of emails because it is too difficult to reach you on the phone, or your phone system is poorly configured to handle the volume of calls?

Conclusion

Customer service trends indicate that the leading differentiator is less about unit price or product quality and more about service level experience. From a customer loyalty or NPS perspective, the emotional intelligence, tactful questions, and benefit of the doubt offered by agents to customers arrive at a sum greater than its parts. What will you be known for? The channels you offer and the quality of service delivered via those channels will set you apart from your competition!

Jul 15, 2022
5 mins

6 Ways to Use Contact Center Analytics to Improve Operations

Contact Center analytics uses technology to generate actionable insights from raw data. Here are 6 ways to use contact center analytics & reporting to improve operations.

Contact Center

What is contact center analytics?

A single customer service conversation can yield a seemingly infinite amount of information about both your consumers and customer service agents, and contact center analytics provide the method behind the madness to make sense of all that information.

Contact center analytics use technology to generate actionable insights from raw data—data which allows B2C teams to identify patterns in their customer service data and pinpoint potential product issues or contact center optimizations.

How to use contact center analytics to improve operations

The true power of contact center analytics lies in its ability to dramatically improve your team’s operations. This data is only as potent as it’s application, however, which begs the question: how do I put contact center analytics to work in my organization?

Get a holistic view of contact center key metrics at a glance

Just like a beautiful painting, it’s a lot easier to understand the nuance in the finer details once you’ve seen the whole picture. Sometimes, the best way to get a feel for how your agents are performing is by looking at your contact center from a bird’s eye view.

Contact center reporting and analytics offer a unique opportunity to look at the bigger picture, identifying common trends among support tickets. This could include evaluation of average handle time, first call resolution time, call / support abandonment rate, and then zooming in on individual metrics to identify outliers in each.

Monitoring performance & identifying training needs

Call center analytics can provide you the boost that you need to level up your agents and optimize agent performance by monitoring service and identifying training needs.

By analyzing your contact center data and reflecting on customer sentiments, you can keep tabs on how your customer service reps are performing and identify any areas where additional training in product or platform knowledge would benefit your service team.

Actionable customer service insights across all channels

Preferred methods of customer service can vary significantly from consumer base to consumer base. Are your customers trying to reach you via your social media channels? Is your consumer base largely made up of millennials, who on average prefer digital service channels over phone ?

From common customer demographics to volume patterns in your support requests across channels, B2C teams can leverage contact center analytics to stay ahead of the specific needs of their brand’s consumers, allowing them to better meet customers where they are.

Automate the customer feedback process

With the right tools, B2C teams are capable of automating the customer feedback process, allowing them to glean further insights into how consumers are feeling after interacting with their customer service representatives.

Frequently asking customers the right questions and analyzing their answers provides another valuable data point to include in your team’s contact center analytics. Identify common trends among customer feedback to optimize their support experience, and you just might create a lasting customer relationship.

Generate reports for customer support teams

Call center analytics and call center reports go hand-in-hand—while distinct from one another, they’re nearly inseparable in how they’re discussed by the industry at large. In the right hands, these two things work together harmoniously to provide a continuous cycle of improvement for data-driven support teams.

Essential metrics reports track relevant current and historical data, so you can identify trends over time. From customer satisfaction to agent productivity, the right contact center solution should provide reporting capabilities that enhance your ability to measure what matters most and provide a 360 degree view of a customer’s past and present needs.

Help contact center managers with resource allocation

Remember when we said it’s important to know your demographics, and how they like to be supported? Contact center reporting and analytics can act as a cheat code for your team to know where they need to be, when they need to be there, and allow you to tailor your team’s hours, channels, and skillsets to the support needs of your consumer base.

A modern contact center should provide visibility into the most demanding support needs of your organization by providing real-time data on your team’s activity and performance, allowing you to shift resources accordingly.

Using contact center analytics to improve customer experience

With more options for the consumer to choose from than ever before, it’s becoming increasingly difficult to separate yourself from your competition. The importance of differentiation through exceptional customer service cannot be overstated, and contact center analytics allow you to do exactly that.

Every support conversation is an opportunity to refine your customer service offering through effective customer communication, evaluation of common trends in your customer feedback, and then taking action to reduce customer friction.

Leverage built-in contact center analytics with Contacto

PlivoCX Service is a cloud contact center software for B2C teams built with customer and agent satisfaction in mind. With Contacto, agent teams are supported by powerful reporting and analytics functionality, helpful automations, a unified desktop, and an omnichannel experienceto exceed consumer needs and create happy customers and agents alike.

If you’re looking to keep up with the demands of the new era of support operations, we’re here to help.

Book a demo with our sales team, and we’ll help you find the right solution for your team’s needs.

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