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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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Jul 8, 2022
5 mins

15 Survey Questions to Measure Customer Satisfaction

Customer satisfaction surveys help businesses to evaluate their performance in serving their customers. Find the best CSAT survey questions here!

Customer Experience
Customer Satisfaction

15 Survey Questions to Measure Customer Satisfaction

With the incredible number of products for consumers to choose from, creating customer satisfaction and customer loyalty has never been more important for B2C businesses.

One of the best ways to measure how your customers are feeling is through the use of a customer satisfaction survey, or CSAT survey for short.

What is a Customer Satisfaction Survey?

As the name implies, a customer satisfaction survey (or CSAT survey for short) is an invaluable way for businesses to measure how satisfied their users are with the products or services that have been provided, while gaining insights into any points of friction that said users may experience.

These surveys are an essential piece of the puzzle when it comes to remaining relevant and competitive in a world where the customer is king.

Importance of Customer Satisfaction Surveys

Did you know that the acquisition cost of new customers is nearly 5 times more expensive than the cost of retaining an existing customer? Or that 1 in 3 customers will leave a business they love after a single bad experience? Gathering and understanding customer feedback is an essential ingredient when it comes to growing your business and building a loyal customer base.

Customer satisfaction surveys allow businesses to do exactly that—by understanding the hurdles that your customers have faced when it comes to your product or service, you are able to reduce friction and create repeat customers.

Different Types of Customer Satisfaction Surveys

Customer satisfaction surveys can be broken up into four main categories: Customer Satisfaction Score (CSAT), Net Promoter Score (NPS), Product-Market Fit (PMF), and Customer Effort Score (CES). Let’s take a moment to review each of these different types of surveys, and when your organization might want to utilize them.

Customer Satisfaction Score (CSAT)

CSAT surveys provide a scaled measurement of a customer’s satisfaction and/or experience with your team or product.

You should utilize CSAT surveys at different touchpoints in your customer’s journey with your business, such as after a purchase or a support request’s completion, to understand their overall satisfaction with their experience.

Net Promoter Score (NPS)

NPS surveys ask customers to provide answers to questions on a scale of 0-10 to determine a refined customer loyalty score on a scale of -100 to 100.

This is achieved by evaluating numerical responses tied to customer satisfaction and categorizing them into three groups:

  • Detractors (0-6)
  • Passive (7-8)
  • Promoter (9-10)

From here, simply add the submitted scores to the following formula to find your NPS score:

(% of Promoter scores) – (% of Detractor scores) = Overall NPS score

This type of survey is best utilized by mature products and teams looking to collect specific feedback that can be incorporated into product or service changes intended to enhance the overall customer experience.

Product-Market Fit (PMF)

A PMF survey is a customer satisfaction survey that provides an indication of whether or not your product has achieved product-market fit or not by asking users how they would feel if they could no longer use your product on a scale of “not disappointed” to “very disappointed”.

This type of survey is commonly used by newer products that are not yet far enough along to utilize an NPS survey.

Customer Effort Score (CES)

This type of survey measures the perceived effort required from the user to accomplish an action with regards to your product or service.

You will commonly find this type of survey used to gain an understanding of how your company might reduce customer friction by removing obstacles they have experienced when utilizing your product or service.

Best Customer Satisfaction Survey Questions

Now that we’ve covered some of the different types of customer satisfaction surveys you might use, let’s talk about some of the best CSAT survey questions you might include when seeking feedback from your users, broken down by category.

Customer satisfaction questions specific to agents

The questions covered in this category can be used to measure how satisfied your customers are with the assistance they have received from your customer support team.

  1. Were we able to resolve your questions or concerns with our product?
  2. Were we able to resolve your questions or concerns in a timely manner?
  3. How much effort were you required to put into finding a resolution for your problem?
  4. How did we compare to your expectations?
  5. How responsive have we been to your questions or concerns?

The responses you receive to these CSAT survey questions will allow your support team to improve upon future customer interactions.

Customer satisfaction questions specific to service channels

The CSAT survey questions included here can be used to measure how well you accommodate users requesting support via a specific service channel.

  1. What is your preferred channel to receive customer support through?
  2. Was this your first time receiving support via [service channel]?
  3. How intuitive was your service experience through [service channel]?
  4. What other channels have you enjoyed receiving support through?
  5. What could we have done differently to enhance your customer experience on this channel?

By evaluating the responses you receive for the above customer satisfaction survey questions, you can determine which service channels your customers most prefer and allocate additional time, training, agents, and resources towards them.

Customer satisfaction questions specific to the product or service

The below survey questions can be used to evaluate your customer’s satisfaction with your product or service.

  1. How satisfied are you with our product / service?
  2. How likely are you to recommend our product / service to a friend or colleague?
  3. How well does our product meet your needs?
  4. If you could recommend one improvement to our product / service, what would it be?
  5. How would you rate the value versus price of our product?

By evaluating the responses your customers leave about your product or service, you can evaluate which features your users care most about to gain valuable insight into your target audience’s preferences.

Best Practices: Keeping in mind the objective and length of the survey

When creating a customer satisfaction survey to share with your users, it’s important to keep in mind both the specific objective of the survey and the length of the survey.

Most people don’t enjoy filling out surveys. People do, however, respond well when they know that their contribution can make a difference. By having a clearly defined objective in mind when creating your CSAT survey, you can decide which questions are most important to ask, exclude unnecessary filler, and encourage user participation all while respecting your customer’s time.

How PlivoCX helps teams to enhance customer service

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.

Jun 17, 2022
5 mins

How To Increase Revenue By Improving Agent Satisfaction

Agent satisfaction is often overlooked by modern businesses when it comes to increasing their revenue. Learn how agent satisfaction can impact a business.

Customer Experience
Customer Satisfaction

Businesses are so often focused on satisfying the customer that they chip away agent satisfaction in the process. It’s no secret that customer satisfaction and employee satisfaction are very much connected, but what does this actually mean?

Glassdoor’s 2020 Economic Research report revealed that companies with highly satisfied employees are more likely to have high customer satisfaction scores, a stat that holds especially true in industries with higher levels of customer contact.

Taking the necessary steps to improve your contact center agents’ satisfaction levels within your company will increase their loyalty to the team, leading to more dedicated and successful agents and customers.

What is agent satisfaction?

Agent satisfaction is the measure of how satisfied or dissatisfied employees in an organization are. Businesses that actively measure employee job satisfaction are able to track employee motivation, productivity, and loyalty to their organization.

So why is agent satisfaction so important to understand, and what does this mean for modern B2C teams?

Importance of agent satisfaction in modern business

It’s often said that the customer is king, and rightfully so—prioritizing the needs of your customers is a surefire strategy to increase revenue. Which is exactly why agent satisfaction is important.

Agents that are not satisfied with their employer contribute to high agent absenteeism and turnover, and are unlikely to provide the same quality support to customers that a satisfied agent would.

Businesses that emphasize agent satisfaction by prioritizing the needs of their employees can drive positive improvements in customer satisfaction, while reducing agent turnover and agent absenteeism.

Taking into consideration the correlation between customer satisfaction and contact center agent job satisfaction, you can begin to see why agent satisfaction is important and how it can grow revenue for your business.

How to measure agent satisfaction

There are several ways to measure your team’s happiness in their work, but the easiest method is to use the Employee Satisfaction Index (ESI). This index is determined by assigning a numerical value (1-10) to three simple survey questions:

  • How satisfied are you with your current workplace?
  • How well does your current workplace meet your expectations?
  • How close is your current workplace to the ideal?

Once you have the answers to these questions, you can calculate your ESI with the following formula:

  • ESI= [((question mean value ÷ 3) – 1) ÷9]*100

The higher the number, the more satisfied your agents are in the workplace.

Surveying employees allows you to understand how your agents really feel about their job, and gives you the opportunity to meet them where they are.

Agent satisfaction isn’t a static metric, and is sure to change over time—it’s important that your organization keeps a consistent pulse on employee engagement and takes active measures to improve upon this engagement, as this will inevitably grow revenue.

Impact of agent satisfaction on revenue and profitability

Let’s take a look at a few statistics showing the impact of agent satisfaction on revenue, and how highly-satisfied agents can contribute to your business’ profitability:

  • A happy agent is a dedicated agent—business units made up of highly engaged employees are more present and provide a better experience to the customer. 94% of consumers who have a good support experience are “very likely” to repurchase from a company.
  • As we mentioned earlier, happy agents make for happy customers, and increasing customer retention rates by 5% canincrease profitability by up to 95%.
  • Prioritizing your contact center employee’s job satisfaction will reduce agent absenteeism and agent turnover. In 2020, the cost of replacing an agent (screening, recruiting, interviewing, and training) exceeded $12,000.
  • In 2019, Harvard Business Review calculated that a one-star improvement in Glassdoor employer ratings yielded anywhere between a 7-18% increase in long-term market valuation.

How to improve agent satisfaction

With the understanding of why agent satisfaction is important and how happier agents result in increased revenue, we next need to look at how your business can measure and improve upon your agent’s satisfaction.

Here we’ve outlined a few of the methods you can use to measure and improve your contact center team’s happiness:

  • A place to hang your hat (Agent retention)
  • Making an agent feel welcome isn’t something that should only be reserved for their first day on the job. Creating a continuous program to build a team that feels like a family will build agent loyalty and increase agent retention.
  • How can we help you? (Agent surveys)
  • Surveys aren’t only meant for customers! Surveying your agents on an annual or semi-annual basis can build an open and recurring feedback loop with management and identify friction points before they become a problem.
  • Walk before you run (Comprehensive training)
  • Another key driver in keeping contact center agents satisfied is the number of training and coaching hours that they receive. Equip your agents with all of the necessary tools to excel, and you’ll see a marked improvement in morale.
  • Reap the rewards of great service (Reward your agents for excellent performance)
  • Communicating with customers isn’t always easy—be sure to reward your agents that go above and beyond in customer communications with prizes, an extra vacation day, promotions, or some other incentive for a job well done.
  • Make yourself at home (Let your agents work from home)
  • Many working professionals have grown accustomed to working from home since COVID-19 reshaped the way businesses operated back in 2020, and contact center agents are no exception. A Pipkins research report showed that agents who work from home have a retention rate that is 55% higher than those working from an office.

Improve agent satisfaction and increase revenue with PlivoCX

PlivoCX is cloud contact center software for B2C teams built with 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.

Jun 3, 2022
5 mins

How to Reduce Customer Friction and Remove Common Hurdles

Customer friction is the biggest challenge for modern B2C teams. Read through this blog from Contacto to understand what exactly is customer friction and how you can eliminate your most critical friction points.

Customer Experience
Customer Service

Now more than ever, the customer is king. The modern landscape of customer service operations is changing, and businesses that have invested in effortless and easy purchase and support experiences will continue to thrive, leaving slow-to-adapt competitors behind.

With the unprecedented events of the current decade creating a sudden and dramatic shift across the global workforce, the customer journey has never been more important. Global labor shortages continue to strain day-to-day operation, complicating business agility to meet customer expectations.

It’s up to B2C teams to adapt for the modern era of customer service, remove common hurdles, and create a frictionless customer experience.

What is customer friction?

Let’s say you’re attending a wedding, and you’ve just received your order for a new outfit to wear to the event, only to find that they shipped the wrong size.

You visit the retailer’s website in hopes of live chatting with an agent, but the only option available to you is to call a support line. Upon calling, you’re met with an automated response advising no agents are available to take your call, and are prompted to leave a message.

Defeated and pressed for time, you decide to return the order and overnight a new outfit from a different retailer in time for the big event.

The barriers you experienced attempting to contact the retailer and resolve your issue are an example of customer friction - any pain point in the customer journey that shapes a customer’s perception of, and relationship with, a brand.

Expectations of the modern consumer

The cost of consumers feeling unheard is a 75 billion dollar problem for industries around the US alone, with customer retention loss rising by more than 37% since 2016 due to poor customer service.

Modern consumers expect to feel like their business matters to the brands they support. With more options available than ever before, businesses that invest in providing a seamless customer service experience will reap the rewards of customer loyalty.

Common customer friction points, and how to remove them

Now that we understand the modern, intelligent consumer’s customer service expectations, we can identify and address common hurdles holding B2C teams back from delivering an exceptional customer experience.

So, what are some of the common hurdles your customers may be experiencing (and how can you remove them)?

  • Support your customers on their terms (true omnichannel)
  • Problem: You might not be where your customers are trying to reach you
  • Solution: Have a presence on the channels where your customers are trying to reach you!
  • Skills to pay the bills (agent skilling)
  • Problem: Your agents might not be equipped to resolve the problems being presented to them
  • Solution: Utilize agent skilling to ensure that the right agent is assigned to the right problem to create a quick resolution
  • We’ve got history (customer ticket history)
  • Problem: Return customers want to know that their business (past and present) matters to your brand
  • Solution: Keeping track of previous support conversations is one of the best ways to let them know you care.
  • Sleep with one AI open (AI support for full support coverage)
  • Problem: Support requests are going to come through 24 hours a day, 7 days a week. Some of these problems could be resolved quickly by the customers themselves if they only had the resources.
  • Solution: It’s important that you offer customers the ability to solve more simple problems through the use of AI. Have pre-written solutions to common problems available to be served based on a customer’s initial support request.
  • Stick to it (following up with a customer after a support request has been completed)
  • Problem: Nobody likes to submit a customer support request - it makes customers feel like they had to take time out of their busy schedule to resolve a problem they shouldn’t have had.
  • Solution: Following up with the customer after the support ticket has been resolved makes the customer feel heard, and ensures that the issue hasn’t recurred, creating customer friction.

Building brand loyalty

With these common hurdles removed from your customer’s journey, you’re on your way to leaping over the competition and ensuring customer loyalty. Here are just a few ways that building this brand loyalty with your customer base affects your bottom line:

  • 89% of companies believe that excellent customer service plays a key role in customer retention.
  • An average of 68% of new customers are referred by existing customers.
  • The odds of selling to an existing customer are between 60-70%, while the odds of selling to a new customer are between 5-20%.
  • The acquisition cost of new customers is ~5 times more expensive than retaining an existing customer
  • Loyal customers are 5 times more likely to make another purchase, 5 times more likely to forgive, 4 times more likely to refer, and 7 times more likely to try another of your products.

PlivoCX Service—the right tool for the job

Removing these hurdles from the customer journey, and keeping them out of the customers way, doesn’t have to be difficult!

PlivoCX is cloud contact center software for B2C teams built with customer loyalty (and not complexity!) at its core. With Contacto, agent teams are supported by helpful automations, a unified desktop, and an omnichannel experience to exceed consumer needs and create happy customers.

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.

Mar 15, 2022
5 mins

One place to manage every interaction—Plivo’s commitment to the unified Contact Center

Implementing a Contact Center that unifies the agent workflow and simplifies operations is essential to exceeding the needs of the intelligent consumer.

Contact Center

The business-critical role assumed by Contact Centers has been driven by mounting customer expectations and requires more personalized touchpoints and faster issue resolution.

Consumers and the technologies they use are increasingly intelligent and require smarter solutions as we enter the next chapter of the unified Contact Center.

In the past couple of years, businesses have adopted modules from legacy vendors that promised features like AI, automations, self service, and native analytics within their existing solutions. They thought they were purchasing the future, only to realize three things:

  1. Simplicity and flexibility are key with customer experience technology. Plugging in a module doesn’t necessarily equate to a personalized customer experience.
  2. Contextual agent experience is more important than ever to build customer loyalty.
  3. Voice as a channel contains incremental costs across every CCaaS provider; it adds up quickly, and it doesn’t have to.

While the Contact Center space is approaching maturity, it won’t truly arrive until we accept as an industry certain methodologies and tech prerequisites for the platforms that power the customer service experience.

  • Contact Center software must serve as the primary hub of a modern CX tech stack.
  • Contact Center software needs to provide an intuitive experience for agents and an invisible experience for customers.
  • A single platform that can adapt and be customized is essential. Non-customizable tools with certain non-native features are a non-starter.

Verticalization of the Contact Center

Mid-year 2021, communications API industry veteran Plivo launched a powerful yet simple Contact Center platform—with fully native communication channels and analytics—to address the maturity gaps in an established and fast-evolving space. Plivo’s engineering team built a unified platform to manage the entire CX workflow, optimized the add-on costs of voice communications, and integrated it with the other complementary CX tools in your existing tech stack, all powered by Plivo’s communications API platform.

The result is Contacto, a fully native platform that integrates with tools like Salesforce, Shopify, Zendesk, Kustomer, Servicenow, and more. Contacto was architected to drive customer loyalty and reduce complexity, while ensuring that agents have a simple and seamless experience with their workflows. With common pain points in the customer experience as its focal point, Contacto was built to level up CCaaS technology using real-world CX gaps as the North Star. These include:

  • Customer experience, on their terms: Meet your customers on the channels and devices they demand.
  • Unified agent desktop experience: One platform manages all interactions with continual context available so your customers don’t have to repeat themselves—ever.
  • Simple configuration and drag-and-drop workflow builder: Build powerful no-code workflows that keep your agents moving forward and your customers happy.

Contacto, Powered by Plivo

The Contacto Contact Center experience is the next chapter in Plivo’s rich history. Contacto is built on Plivo’s Premium Communications Platform, which has been proven for scale over the last 10 years with billions of API requests each month. It natively supports voice and emerging channels like in-app chat, WhatsApp, and social media and has prebuilt integrations with existing applications like Salesforce, Zendesk, Shopify, Kustomer, and more.

We are glad to be here, and we can’t wait to bring the Contact Center space to maturity with the help of our amazing customers and our strong foundation in scaling the Plivo API platform globally in 190+ countries.

Mar 15, 2022
5 mins

How retail and e-commerce brands can take a cue from healthcare customer service

Contact Centers in the healthcare industry offer ample learning opportunities to B2C brands looking to optimize their operation.

e-commerce Marketing

Unlock new potential in your contact center by implementing these healthcare customer service secrets.

In the healthcare industry, contact centers are generally more established and mature with efficient routing, tried and true metrics, and continuous quality improvement. Early stage or B2C companies in the retail, ecommerce, regional utility, and non-profit sectors can learn and apply valuable lessons to their (perhaps) less-complex support operations. Granted, the healthcare industry as a whole has a long way to go in leveraging data to eliminate friction and elevate the customer-patient experience, but recent changes to the trajectory of the industry as a whole can inform more nimble contact centers how to offer best-in-class customer interactions.

The notion of the “longitudinal health (or human) record” is one on which even the US government has provided input and guidance to the healthcare industry in efforts to drive improved health outcomes. The basic idea is that all medical providers have access to your single, master copy, digital patient record so as to coordinate, de-duplicate, and improve care delivery. As you consider how to deliver a fast, frictionless experience in your B2C contact center, consider how looking at your customers through the lens of a longitudinal engagement record can inform your contact center priorities:

  • Know Me - Customers expect you - to a reasonable degree - to know who they are and their history with your brand. What are the vitals or key data points your agents need to know about your customers? Contacto’s integrations with industry-standard CRMs and OMSs offers your agents a seamless view into previous customer interactions with the Customer Data and Customer History panels.
  • Help Me - Customers want to be delighted. Contacto eliminates the “swivel chair” system hopping and operational redundancies by empowering your agents with data, context, and line of sight via a single-pane-of-glass workbench so they can go the extra mile with proactive, human-centric service. Kinda like NOT being handed a clipboard at the doctor’s office. One can dream!
  • Keep Me - Customers will come back. If you’ve treated them with dignity and eliminated friction — armed with context, your most valuable asset — transactional and relational scores will be primary symptoms to the underlying dividends yielded in customer loyalty and lifetime value.
Mar 9, 2022
5 mins

Transforming the Contact Center from a reactive resolution dinosaur to business-critical growth driver

Transform your Contact Center from a reactive resolution dinosaur to a healthy, business-critical growth driver with these four steps.

Customer Service
Contact Center

Since the inception of the Contact Center more than 60 years ago, the demands placed on it by the business have increased every year. This increase is primarily due to the sheer volume of consumer products and services paired with the rise of communication technology. In response to this relentless pressure, new features were tacked on over time, morphing the Contact Center into a clunky but immeasurably necessary business unit. And more recently, it has been acknowledged as a critical revenue center.

We’re at a pivotal point in the life cycle of the modern Contact Center for two primary reasons:

  1. The demands on Contact Centers will only continue to increase as technology advances and consumer communication preferences shift. The rapid pace of growth makes it difficult to know what the business needs are for today and will be for the future.
  2. Contact Center vendors may offer similar features on paper, but these features were often created agnostic of the others and lack the required interoperability. And each new technology added seems to create exponential growth in complexity.

The result of the two points above? A reactive customer service motion that is, simply put, stuck between having too many tools (not having a single reliable place to manage every interaction) and having a piecemeal data/reporting strategy that makes optimization decisions difficult.

The road to implementing a healthy Contact Center - getting started

We know that unnecessary complexity is detrimental, but doing nothing in the face of shifting consumer trends is perhaps moreso. So how do we plot a course forward that both keeps up with consumer trends and fits your business? We’ve come up with a list of considerations that will take your CCaaS operations from large, clunky dinosaur status to living, breathing, revenue-driving workflows that blend CC philosophy with technology.

  1. Identify the objectives of your Contact Center
    By understanding the SMART goals of a Contact Center, your organization will be able to home in on what truly matters as it relates to processes and technologies. These objectives might include CSAT, customer retention rate, time to resolution, NPS score, repeat customer tickets, similar issues, etc.
  2. Map objectives to individual and team KPIs
    Taking objective-building to the next level and ensuring that each person on your team understands how their role will impact the overall objective is essential to putting a sensible tactical framework together. These team KPIs could include average response time, abandonment rate, first contact resolution (FCR), transfer rate, etc.
  3. Map your team’s KPIs to the foundational processes in the customer service motion
    With everyone aligned on the objectives and key results, it’s time to identify what needs to happen in order to bring these to life—channel inventory, required operational functionality (chatbots, virtual agents, automations, etc.), data management, agent training, new products and policies, etc. By identifying the processes that will help you achieve success, you’ll be able to line up the tools you need to succeed.
  4. Map your processes and required functionality to a complementary set of tools that are simple, interoperable and efficient
    Hint: your contact center platform should serve as the centerpiece of your stack as it relates to day-to-day execution. The stack should be unified by a central platform built to make the agent experience as efficient as possible so the customers can reach you, get help, and move on. Perhaps the most important part of this is the ability to easily build workflows that unify the native features with the integrated features. A good Contact Center platform will keep it all together.

We’ll be writing and sharing more of our thoughts on the modern Contact Center in the coming weeks. Feel free to bookmark our blog for best practices and updates in the customer service space.

You can also take a self-guided demo of our Contact Center platform, or request a custom demo from our team here.

Feb 24, 2022
5 mins

Contact Centre Summit Recap: Keynote by Venky, Founder & CEO, Plivo

Our CEO, Venky, presented on Wednesday at the Contact Centre Summit Europe about CX transformation and key methods for catching up to the rigid demands of the modern intelligent consumer.

Contact Centre Summit
Event

If you attended the Contact Centre Summit Europe this week, you heard some great stories from global CX leaders and technology vendors on the state of the modern Contact Center. Perhaps the most powerful part of the event was hearing event presenters and attendees alike share their common pain points and ideas, customer service hacks, and how technology plays a role in building customer loyalty.

Our CEO, Venky, presented on Wednesday on CX transformation and key methods for catching up to the rigid demands of the modern intelligent consumer. His session covered the rapid acceleration of digital adoption since the beginning of the pandemic and how many consumer brands are struggling to keep up with the technology and service demands their customers require.

Some high-level points covered by Venky include:

  • Overcoming the disconnect between the experiences consumers expect and what they actually receive
  • Meeting customers on their preferred channels and catching up to the tech demands of the market
  • Personalizing the customer experience with powerful workflows and integrations utilizing your existing CX tools
  • Using virtual agents and artificial intelligence at the right time and place to keep your agents focused on the more challenging cases and enable your customers to help themselves
  • Making every agent your best agent

To see Venky’s full keynote, click play on the video below, and let us know what you think.

Nov 18, 2021
5 mins

10 Best Practices for Customer Communications

The foundation of customer communications is “right time, right place, right message.” Learn how to nail it every time with great customer service.

Customer Experience

The foundation of any strategic communications is “right time, right place, right message.” A notoriously difficult challenge made somewhat simpler by the technology available to us today.

Contacto’s mission is to enable omnichannel customer communications with a personal touch — especially in a time when human connection is so important. We’ve come up with this list of 10 communications priorities to help you meet new and changing customer expectations, so you can provide a better customer experience and enhance loyalty.

Keep in touch

82% of U.S. consumers want more of the human element in their interactions with agents. That requires open lines of communication, across your audience’s preferred digital channels.

Omnichannel is best

The last two decades have seen a proliferation of new communications channels, from the rise of SMS/MMS, to social media, and now nearly ubiquitous mobile phone and mobile app usage. Your customers are everywhere — and they’d like you to be, too, because it’s more convenient that way. They want you to be there when they need you.

Offer self-service

Research from customer service expert Shep Hyken found that 67% of respondents use digital self-service tools, including AI-powered chat agents, and 41% said they prefer them. While there’s still a large percentage that prefers live agents, self-service can siphon off the low-touch enquiries to give agents more time to handle live interactions.

Be nimble

Over the last two years, amidst constantly changing conditions, agility has become a real competitive advantage. A proactive notification can keep customers in the loop when things are changing fast.

Consider CDC guidance that may lead to store closings or openings, demand-side shifts shaking up forecasting, and supply chain woes impacting inventory levels and fulfillment. Brands had to communicate fast and transparently.

Get the channel right

First, let’s be clear — omnichannel doesn’t mean every channel. Different consumer demographics, different business models, and different verticals all have unique needs — and brands will have a specific face they want to show to the world. That should all impact your channel mix. Plus, get to know what customer interaction types work best on which channels, so you can guide consumers to convenient customer journeys with the lowest friction.

Follow best practices

Omnichannel isn’t a whole new form of customer service. Classic best practices still apply here, in many cases. Even more so, perhaps, because an omnichannel contact center is so well suited to optimizing for metrics like first contact resolution, average response time, and measuring customer satisfaction.

Be dynamic

What’s convenient or most effective for one customer may be ineffective — or even inaccessible — for another. Being dynamic means that you can switch communication channels mid-conversation without losing the thread, to give your customer base a convenient and flexible journey to resolution.

Have a reliable backup

On Oct. 4, 2021, Facebook, Instagram, and WhatsApp were down for the better part of a day. Back in December 2020, Gmail users were unable to fully access services on two separate occasions, over two days.

Outages happen, but if you’re in a competitive market, you don’t want a single minute of downtime to knock you off balance. Giving your audience more than one way to contact your customer service team creates redundancy that ensures you meet your customers’ needs when they need you

Carrier network matters

If you want to create great customer experiences, you can’t take carrier quality for granted.

Contacto is powered by Plivo’s Premium Communications Network. In Plivo’s 10 years, they learned that reliability depended upon building their own network of high-quality carriers, and that:

  • Strong technology and infrastructure alone cannot compensate for poor carrier network quality.
  • Relying on aggregators is not a good way to ensure carrier network quality.
  • Building a premium carrier network requires redundancy.
  • The infrastructure and technology layer all need to have the same commitment to quality.
  • No provider can build a quality carrier network overnight.

Our advice to you: Be proactive and don’t accept carrier network quality as a given.

Choose a vendor that’s committed to your success

Using a cloud platform for communication services beats maintaining your own infrastructure. With a cloud contact center, you don’t need to buy and maintain expensive equipment, or handle carrier relationships in-house. You also don’t need expensive expert developers to keep the software updated.

Look for a vendor that minimizes complexity and  makes your success their priority, as Contacto does.

Ensuring customer success

Our commitment to our customers doesn’t end once they’re up and running. To help you get the most from us, we want to know about your business and how you use Contacto. Our customer success team has a great track record of keeping customers happy. They’re one of our not-so-secret weapons in our mission to provide superlative customer experience.

Our relationships carry the day

With telecommunications, not all problems come from the customer side of the connection. Often businesses have issues with carrier networks and connectivity, but we’re here to deal with the carriers to fix things

Need help bringing it all together?

Contacto offers an easy-to-use way to deliver streamlined, omnichannel customer service. It integrates with your existing business systems to give customer service teams all the data they need, from a single pane of glass. Read more about Contacto’s channels and features.

Oct 28, 2021
5 mins

Omnichannel Customer Service: Beyond the Buzzwords

Omnichannel customer service is a strategy that helps businesses to reach a more human level of interaction with customers across multiple channels.

Customer Service

59% of U.S. consumers say companies have lost touch with the human element of customer experience, found PwC’s Customer Experience Is Everything report. And 82% of U.S. consumers want more of it in the future.

An omnichannel customer service experience can help today’s businesses reach a more human level of interaction with their customers. But what does that really look like?

  • Customer service teams that have the context they need to give customers personalized experiences.
  • A fully integrated contact center that integrates with your existing business tools to create a single source of truth
  • Customers that can communicate with you via their preferred channels — whatever they may be.

What is omnichannel customer service?

The word “omnichannel” gets batted around a lot, so let’s look closely at what it really means. Omnichannel customer service can be thought of like the term “omnipresence” — being everywhere at the same time. From your customers’ perspectives, it should appear that you’re everywhere, all at once.

Whatever channels you offer customer service in, you must deliver a consistent experience across all of them. In the context of omnichannel customer service, customers can find answers to their questions and have issues resolved easily, no matter which channel they choose to use.

A customer may start a service interaction on in-app chat and end it on the phone via a call, or vice versa. And no matter the channel, customer service agents have access to customer details and a history of previous interactions.

Omnichannel vs. multi-channel customer service: What’s the difference?

The difference between omnichannel customer service and multichannel is in the consistency in the entire experience for the customer. Omnichannel customer service channels act as touch points along a single, cohesive customer journey, so customers have an integrated experience across channels and devices. Your team needs to be able to present itself as a cohesive unit whether the same agents are resolving a customer issue via in-app chat or voice call or these get handled by different agents with respective skill sets.

But tacking on new communications channels that don’t talk to one another delivers a fractured, often frustrating customer experience. That’s because unless conversation history and customer details are shared across channels, agents won’t have access to the context necessary to deliver seamless, personalized service.

79% of service professionals say it’s impossible to provide great service without full customer context, per Salesforce’s State of Service.

Common customer service channels

Your business may not need all the service channels we’ll discuss below. Every business is different, as is everyone’s customer service strategy, so you’ll have to think about what each digital channel does well and which are best suited to serve different types of customers at various stages of the customer lifecycle.

Live Chat

There’s a lot of opportunity in live chat as a customer service channel. 56% of CX professionals in retail and wholesale say they’re currently using a chat-based interaction channel, and another 26% say they have plans to add it as a customer service channel within the next year.

Deploying chat on your website or within your mobile app can support everything from answering questions to proactive notifications, to relaying shipping and invoice information about products and inventory and offering post-sales service.

Voice

Voice calls remain the most common way people interact with businesses. They’re also the easiest to record and store. First-contact resolution rates for the telephone are still typically the fastest, so if your customers have complex needs or you have frequent sensitive escalations, you may want to put a lot of your attention on voice.

Messaging

Mobile phones are, at this point, nearly ubiquitous — but only 32.7% of retail and wholesale respondents are currently using instant messaging like WhatsApp and SMS. Maybe that’s why a whopping 40.8% have plans to add it within a year.

And don’t forget MMS — multimedia messaging services — which “lets you send longer text messages. While SMS messages are limited to 160 characters, with MMS, you can send messages with up to 1,600 characters, plus 10 images,” said Founder and CEO of Contacto by Plivo, Venky B.

Chatbots and virtual agents

A chatbot is software designed to simulate human interactions, enabling interactive voice or text conversations. They can be used on your website or mobile app to provide self-service options in response to common questions, so customers can get answers 24/7/365.

By employing a chatbot acting as virtual agents to divert some of the repetitive, frequently asked questions, that leaves more time and energy for live agents to deliver high-touch service for more complex cases.

Self-service

Customers will most likely try to look for answers on their own before reaching out to customer service. Making that process simple can make the interaction so much more convenient for the customer. It may also reduce the agent’s workload as customers won’t have to call in for frequently asked questions.

“While 67% of consumers are willing to use self-service tools, 59% would prefer to call the company. Keep in mind that there is a difference between willingness and preference,” said Shep Hyken.

Benefits of omnichannel customer service

According to insights from McKinsey, customer expectations in service journeys fall into three categories:

  • Speed and flexibility
  • Reliability and transparency
  • Interaction and care

Let’s look at all the ways an omnichannel approach can facilitate positive results in all of those categories.

360-degree view of the customer

When you have all your data about a customer at your agent’s fingertips — like interaction history, past orders, preferences, and more — the experience for customers is more consistent, regardless of the channel they use without having to ask the same questions again and again. Keeping this context at the center enables personalized interactions across channels and can facilitate a higher quality of service.

Plus, when all your systems are integrated, customer service representatives have access to all the information they need, centrally from one screen. They can also switch channels if that’s most convenient for the interaction. The best contact centers will make this easy.

Simplified customer journey

“74% of Americans are likely to recommend a brand or company to friends/ family if they provide a convenient customer experience,” found Shep Hyken. It’s time to end the frustration of hanging up and calling another number.

The omnichannel experience is more user friendly. Customers can switch from one channel to another without worrying that they’ll have to go through the whole process from the beginning or repeat themselves over and over.

Higher customer service agent productivity

It’s not just customers that have a better experience with an omnichannel contact center — it’s your agents, too. That’s true for two reasons: automation and integration.

77% of agents say automating routine tasks allows them to focus on more complex work — up from 69% in 2018. That means that they have more time to spend on more complicated requests to ensure high customer satisfaction.

Integration of business systems gives agents better access to the information they need to do their jobs. In fact, high performers are 1.7x more likely than underperformers to agree with “I can find all the info I need to do my job on one screen.”

Differentiated experience

Competition keeps growing across every sector, but businesses can really differentiate themselves with high quality, personal service. When your customer service teams can go above and beyond to make a happy customer, you increase customer engagement and encourage more customer loyalty.

Continuous feedback loop

When implementing new technology to help with customer service, ensure that you create a continuous feedback loop both on your customer’s end and internally to measure customer service satisfaction and employee engagement. In other words, it will help you assess the success of your technology, while offering you the opportunity to constantly apply your customer’s suggestions and improve goods and services.

Delight your customers with an omnichannel customer service approach

Customers don’t want to need customer service. That’s why it’s so important to remove the friction from frustrated customers’ path to a solution. Cloud based omnichannel customer service platforms can help you achieve that by bringing everything into a unified view, from past interactions to past purchases and preferences. That means you can offer a consistent, seamless experience no matter which channel your audience uses to reach out.

The improvement in your team’s processes is also a win, as it optimizes agent time so they can spend more of it with the customers who need you. Plus, customer service leaders get access to unified data that you can more quickly translate into data-driven insights.

Need help bringing it all together?

Contacto offers an easy-to-use way to deliver streamlined, omnichannel customer service. It integrates with your existing business systems to give customer service teams all the data they need, from a single pane of glass. Read more about Contacto’s channels and features.

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