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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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Apr 3, 2025
5 mins

7 Examples of SMS feedback surveys (With Templates & Best Practices)

Get actionable feedback fast! Learn the top 7 SMS surveys with free templates, best practices, and a simple tip to automate the entire survey process

Customer Experience

Getting customer feedback not only gives you the right insights to improve customer experiences and operations but also brings more credibility to your store. 

In fact, 91% of consumers read feedback regularly. So, having a product line with limited reviews becomes the first bottleneck in sales. 

To help you avoid such issues and boost operations, we will look at different types of SMS surveys you can run along with best practices for maximum response.

SMS feedback survey types (with sample feedback request message)

The most common types of SMS surveys are:

1. Abandoned cart SMS survey

Abandoned cart SMS surveys give good insights into what's affecting conversion rates in your business. 

More than 70% of online shoppers leave products in their carts. These shoppers are high-intent leads, and understanding what's preventing them from making a purchase is valuable data. 

To collect this data, you can drop a quick abandoned cart SMS survey with options to choose the reason behind the drop.

Sample abandoned cart SMS survey template:

Hi [Customer Name], [Product name] is waiting in the cart. What's holding you back? Reply 1 for Price, 2 for Long delivery wait time, 3 for Slow checkout, 4 for Just browsing, or 5 for Found Elsewhere. 

2. Post-purchase feedback SMS survey

Post-purchase feedback surveys help you assess customers' shopping experience. At least one in five customers drop products due to a complex checkout process

Conducting these surveys gives you regular insights into the current checkout process and how it can be further improved.

Sample post-purchase feedback SMS survey template:

Thank you for your recent purchase! We'd love your feedback on your checkout experience. Reply with a number: 1 for Smooth, 2 for Slow, or 3 for Poor. Your input helps us improve! 

3. Delivery feedback SMS survey

Delivery feedback SMS surveys gather customer feedback on the experience. 88% of US shoppers said that online retailers failed to meet their expectations at least once. Late deliveries are one of their primary frustrations. 

Conducting regular delivery feedback SMS surveys and improving the delivery experience is one of the first steps in becoming a trusted eCommerce store.

Sample delivery feedback SMS survey template:

Woohoo! Your product just arrived. Rate the delivery experience! Reply with numbers: 1 for Fast delivery, 2 for Delayed delivery, or 3 for Poor packaging. 

4. Product feedback SMS survey

A product feedback SMS survey helps to gather customer opinions about products delivered. It gives actionable data to improve your existing product, de-list the products that are getting poor feedback, and double down on what's catching up with customers. 

74% of consumers say it only takes up to three bad experiences with a brand for them to abandon it.  So, while customers are willing to give another chance, continuous poor product experience can lead to losing a customer. 

In that case, product feedback surveys become a goldmine to keep optimized inventory for products that are hitting a chord with customers. 

Sample product feedback SMS survey template:

Hi [Customer Name]! Your order [Product name] got delivered. Earn loyalty points by dropping a quick review: [Review Link].

5. Return and refund process feedback SMS survey

Return and refund process feedback SMS survey helps to identify bottlenecks in your return process. 

A Statista survey found that almost 80% of shoppers won't return to shop from a store that doesn't provide a good return experience. 

Continuously improving the return process is an integral part of running an eCommerce store. Gathering data from return and refund process feedback SMS surveys is the first step to doing that.

Sample return and refund SMS survey template:

Hi [Customer Name], Thank you for your recent return. On a scale of 1-5 (1=Very Dissatisfied, 5=Very Satisfied), how satisfied were you with the return process? Reply with 1-5.

6. Customer service feedback SMS survey

Customer service feedback SMS surveys are quick surveys sent to customers whenever they interact with customer service. It's a short survey to quickly gather how they would rate the interaction and quality of support they received. Good customer service support is one of the top drivers of customer loyalty

Tracking these survey numbers will help you identify how many customers are happy with the customer service and if customer support team members require additional training. 

Sample customer service feedback SMS survey template:

Hi [Customer Name], thanks for reaching out to [Company Name] support. How helpful was the interaction with our customer service executive? Rate from 1 to 5 (1=Not Helpful, 5=Very Helpful). Reply 1-5.

7. Net promoter score SMS survey

Net Promoter Score (NPS) SMS surveys are a quick way to gather an NPS score. NPS score is a metric used to gauge how likely customers are to recommend your brand to others. 

An NPS score higher than 30 indicates that your company is doing great and has far more happy customers than unhappy ones. An NPS over 70 means your customers love you, and your company is generating a lot of positive word-of-mouth from their referrals. The average NPS score for eCommerce brands is 52 in 2024. 

While you have multiple metrics to track as an eCommerce brand, an NPS score can be one of the most valuable metrics to work upon. 

Sample net promoter score SMS survey template:

Hi [Customer Name], on a scale of 0-10, how likely are you to recommend [Brand Name] to a friend? (0=Not Likely, 10=Very Likely) Reply with your score.

5 Best practices for SMS feedback surveys

Follow these best practices to ensure your surveys get maximum response: 

1. Ask one question at a time

Don't overload the survey with multiple questions. Have it within the character limit (160 characters) and with one question at a time. An ideal SMS is one that customers can read on the go. 

2. Offer an incentive

Offer incentives to customers for surveys requiring a considerable effort from customers. For instance, giving coupons to customers for writing elaborate reviews helps you in both ways. 

You build a credible store and acquire the next order from an existing customer at a relatively low marketing cost.

3. Brand your request

Customers should be able to quickly recognize that the SMS is from your brand. You can add a brand name at the beginning or end of the SMS or send it from a registered branded sender ID. 

4. Personalize the message

Include customer name, order number, and product name in the SMS so customers can easily identify which order the survey is about.

5. Send it at the relevant time

Send surveys at the right time within 24-48 hours of the relevant event. The following timing guidelines for different SMS feedback messages will help:

  • Abandoned cart: Within two to four hours after abandonment
  • Post-purchase: Within one hour of placing order
  • Delivery: Within one hour of product delivery
  • Product: Within 24 hours of product delivery
  • Return and refund: 24 hours after return confirmation
  • Customer service: Within one hour of interaction
  • Net promoter score: After a purchase

An SMS marketing platform automates the entire process to help you send surveys at the right time based on customer interaction. 

Automate the feedback surveys with Plivo CX

Plivo CX simplifies the entire SMS survey processing for eCommerce businesses. Our no-code journey builder feature allows you to run SMS surveys on autopilot. Seamlessly integrate Plivo CX with Shopify and schedule automated SMS surveys using a simple drag-and-drop interface—no coding required.

Plivo CX Journey feature

Apart from the effective SMS survey creation, Plivo CX also supports:

✅Getting customers to opt-in

Segmenting subscribers

✅Creating campaigns with in-built templates and AI copywriter

Scheduling marketing campaigns with AI assistance

Launching ad-hoc campaigns with ease

✅Building reports of campaigns

You get a complete solution that complies with all industry and government regulations. Further, we do not rely on external carriers. Instead, we use our internal premium carrier network that ensures high deliverability. 

Our internal premium carrier network enables you to send messages to over 220 countries/territories with higher deliverability for as little as $0.0065. You can easily cut your SMS marketing costs by up to 70%.

Want to run SMS surveys seamlessly? Schedule a demo today to explore the powerful features of Plivo CX.

Apr 3, 2025
5 mins

10 Effective Strategies to Improve Agent Productivity in Customer Support

Discover actionable methods to improve agent productivity in customer support, including AI integration, unified workspaces, and self-service tools.

Customer Service

Your support agents are overwhelmed. High ticket volumes, slow resolutions, and repetitive tasks drain their time and energy. Without the right tools and strategies, productivity nosedives, and so does customer satisfaction.

The challenges are real, but so are the solutions. What if you could cut response times in half? What if your agents had more time to help customers with their tricky problems?

The data backs this up. A company using AI automation can resolve tickets 52% faster. Using AI results in a 37% drop in first response times compared to those without automation. 

This guide provides ten practical strategies for boosting agent efficiency, reducing burnout, and improving customer service. 

Why do agents struggle with productivity? 

With tools like IVR systems, chatbots, and customer support platforms, you’d think agent inefficiency wouldn’t be a problem. Yet, many customers still deal with slow responses and unresolved issues.

Here’s what might be holding them back:

High ticket volumes

Your agents spend too much time answering the same basic questions. Instead of focusing on complex issues, they get stuck handling repetitive requests. 

Without automation, ticket queues pile up, leading to longer wait times and frustrated customers.

Lack of proper training

Even the best tools won’t help if agents don’t know how to use them. Many struggle with outdated training programs that don’t prepare them for customer interactions. 

Without ongoing coaching, they waste time searching for answers instead of resolving issues quickly.

Disorganized workflows

An inefficient system slows everything down. When agents jump between multiple platforms or manually sort tickets, productivity drops. Poorly structured workflows lead to mistakes, unnecessary escalations, and longer resolution times.

Burnout

The constant pressure to meet performance targets can wear agents down. Long shifts, stressful calls, and unrealistic expectations can also lead to disengagement and high turnover. 

This leads to agent burnout, which ultimately impacts productivity. In fact, approximately 59% of call center employees are at risk of burnout, with 28% nearing acute burnout syndrome. And note, replacing a call center employee can cost between $10,000 and $15,000.

10 strategies to improve agent productivity in customer support

To tackle these problems and improve agent productivity, you have to go back to the basics while using expert-recommended measures. Remember, small and targeted improvements can make a big difference. 

Here’s how you can help your team work smarter and deliver faster support:

1. Implement AI and automation for repetitive tasks

AI and automation can help your agents work faster and more efficiently. Instead of manually handling every request, they can focus on solving complex issues that need a human touch.

Think about a customer asking for a refund. An AI agent can process the request instantly so that your agent doesn't have to handle the same inquiry repeatedly. 

Also, if a customer asks a detailed question, AI can gather relevant information from its training dataset, saving your agents the time they’d waste searching through documents. 

The best thing is that advanced AI agents in customer service can detect urgency, like a frustrated customer complaining about a failed payment, and route the ticket to the right agent immediately.

2. Use a centralized knowledge base

Creating a single source of truth for all your knowledge resources makes it easier for agents to find information. This way, they will spend less time hunting for information and will focus on delivering faster, superior support to your customers.

A unified knowledge hub may include FAQs, product manuals, troubleshooting guides, and company policies. This may benefit your agents in the following ways:

  • Quick resolutions: Since agents can get information at their fingertips, it can reduce response times and improve metrics like average handling time
  • Consistency: All agents provide the same level of service and accurate information that can enhance customer satisfaction
  • Faster onboarding: Recruits can learn faster from a well-organized, comprehensive resource

3. Adopt a unified agent workspace

47% of digital workers struggle to find the appropriate information to perform efficiently. An all-in-one agent workspace can solve this problem by bringing everything from customer history and tickets to communication channels into one place. 

So, when an agent needs to look at the history of a customer order, instead of digging through emails or asking another team, the unified workspace instantly provides information about order details, past conversations, and resolution options in one dashboard.

4. Use analytics for performance insights

Regularly measuring agent performance metrics can help you quickly identify what’s lacking and create strategies to improve it. 

Advanced data and analytics tools can document agent performance and customer service metrics, such as first call resolution, average handling time, and average wait time.

Once you have this information, review it and discuss it with your agents. If necessary, create targeted training sessions to educate agents on proper call center etiquette and strategies. This will motivate agents to do better and deliver better service.

5. Introduce self-service options and tools

Self-service tools, especially AI agents, can significantly improve agent productivity by handling repetitive tasks and reducing ticket volume. Moreover, the majority of respondents in a recent survey indicated they are open to chatting with an AI chatbot first. 

AI agents can act as the first point of contact, answering FAQs, assisting with password resets, and helping with order placements. 

Instead of agents handling every minor request, these resolve common issues instantly. If a customer needs further assistance, the AI agent connects them to the right human agent, ensuring a smoother workflow.

There are even sales-focused AI agents that can guide customers through the shopping process and offer product recommendations based on browsing history or past purchases. 

For example, H&M’s chatbot asks users about their style preferences to suggest matching outfits. This can significantly reduce the burden on the sales team while improving conversions. 

6. Establish clear expectations

Now, let’s come to the granular level of tackling productivity management in customer service. A classic move—setting clear and specific expectations will alert agents to meet their goals. This will also allow agents to plan and manage their time while completing daily tasks. 

Without clearly defined expectations, agents may be confused or even get distracted by unnecessary tasks.

For this, you can use KPIs to set goals for your agents that may include:

  • Average handle time
  • First reply time
  • First contact resolution rate
  • Number of tickets handled per hour
  • Customer satisfaction score

7. Provide continuous learning and upskilling

Well-trained agents work faster, make fewer mistakes, and provide better customer service. A lack of proper training can make the agents confused and overwhelmed, unable to manage interactions as they should. 

Highly skilled agents are more likely to feel confident and engaged in their roles, resulting in higher job satisfaction. You can utilize Interactive training methods, like role-playing or real-time feedback, to prepare agents for real-world scenarios. 

8. Empower agents with decision-making autonomy

Working in a contact center can become monotonous. Agents usually follow a set system of responses and processes that can make them feel repetitive and lethargic. 

You can turn this around by giving your agents a certain degree of autonomy and some leeway to make independent decisions. This can feel empowering and can boost their productivity to a huge extent.

9. Gather and implement agent feedback

We all want to feel valued and heard. Periodic surveys collecting agent feedback sends a good message. This can also bridge the gap between management and customer service team members.

These surveys can generate many new ideas and act as quality control for customer service teams during times of high agent turnover. In most cases, agent feedback can identify problems early before an internal problem gets out of control.

10. Promote work-life balance

According to The Hartford, 63 % of employees report that their overall health and wellness impact their productivity at work. Prioritizing agent well-being leads to higher job satisfaction and efficiency. 

Consider the following actions:

  • Offer regular breaks: Short, frequent pauses help maintain focus and reduce stress
  • Keep work schedules flexible: Allowing your team to adjust their working hours can help them manage personal commitments and reduce stress
  • Manageable workloads: Distribute tasks evenly to avoid overwhelming your agents

Focusing on these areas creates a positive environment where agents remain engaged and productive.

Improve agent productivity with Plivo CX

Plivo CX is an AI-driven omnichannel customer service platform that can offer the right support to your agents to amplify their productivity. It integrates seamlessly with your existing systems to provide accurate and context-aware responses.

Key features include:

  • Unified agent desktop: Provides a single interface where agents can manage all communication channels—such as voice, SMS, MMS, email, and WhatsApp—streamlining workflows and giving agents full context to resolve issues faster.
  • System integration: Connects effortlessly with CRM, billing, ticketing systems, and knowledge bases for precise responses
  • Specialized AI agents: Tailored for sales, customer engagement, retention, and support
  • Self-service chatbot: Powered by OpenAI, the chatbot offers 24/7 support, automating responses to common customer queries across multiple channels. It can handle up to 70% of inquiries, freeing agents for more complex tasks.
  • Personalized interactions: The AI leverages customer data and interaction history (via integrations with tools like Salesforce or Zendesk) to provide tailored replies, boosting engagement and support quality.
  • Automated workflows: Automates tasks like ticket routing, follow-up messages, or proactive notifications (e.g., order updates, appointment reminders), enhancing engagement and retention.
  • Intelligent Escalation: When the AI can’t resolve an issue, it seamlessly escalates the conversation to a human agent, attaching detailed notes about the interaction. This ensures continuity and reduces resolution time.
  • Compliance and security: Meets SOC 2 and GDPR standards for secure customer interactions

Book a demo now to learn more.

Mar 24, 2025
5 mins

What is a landline number?

Understand what a landline number is, its role, types, and reliable benefits. Learn about modern VoIP alternatives and their advantages. Click to know more!

Phone Numbers

What is a landline number? A landline number is tied to a fixed-line network, like traditional home or office phones. It connects to the Public Switched Telephone Network (PSTN) using physical cables to transmit voice communication, unlike mobile phones that rely on radio signals and cell towers.

For businesses, landlines offer clear call quality and reliable emergency services. However, with mobile phones and internet-based calling on the rise, understanding the pros and cons of landlines is essential in today’s communication landscape.

How do landline numbers function?

What is a landline number, and how does it work in practice? While landlines may seem dated in a world dominated by mobile phones and VoIP systems, they remain highly reliable. Here’s a breakdown of how they function:

  1. Voice Transmission: When you make a call on a landline, your voice is converted into electrical signals, which travel over the physical wires (copper or fiber optic cables) to reach the recipient. This conversion ensures that the voice remains clear and intelligible, unaffected by issues like weak signal strength.
  2. The PSTN: The landline’s connection to the Public Switched Telephone Network (PSTN) ensures that the voice data is transmitted through a network of switches and cables, allowing communication between different locations globally. This network has been the backbone of telecommunication for over a century, providing a stable, reliable way for people to connect with one another.
  3. Direct and dependable: Landlines are still known for their dependability. Unlike mobile phones, which rely on the health of the cellular network or internet connection, landlines can function even when there are power outages, making them a preferred choice for businesses that need constant availability. In fact, during natural disasters or widespread service disruptions, landline numbers can be the only means of communication, offering a direct and often uninterrupted line to emergency services.

What are the different types of landline numbers?

Landline numbers, though simple in concept, come with various configurations and use cases that influence how businesses and individuals interact with them:

  1. Geographical area codes: Landline numbers are typically associated with a specific geographical location. Area codes identify a specific region, helping both businesses and individuals establish a local presence. For businesses, a local area code can foster a sense of community and trust with customers.
  2. Local numbers: These are landline numbers assigned to a particular area. They are the most common type of landline number and are often preferred for personal communication. However, for businesses, this can sometimes be limiting, as it ties the business to a specific location.
  3. Toll-free numbers: Toll-free numbers (e.g., 800, 888, 877) offer businesses the opportunity to provide a cost-free way for customers to reach them. While local numbers are tied to a specific area, toll-free numbers are not, making them ideal for companies that operate across multiple regions or need to present a nationwide presence. However, they can come with higher maintenance costs, which can be a consideration when planning your communication strategy.
  4. Vanity numbers: These are customizable numbers that spell out a word, name, or acronym related to the business. For example, 1-800-FLOWERS or 1-800-PAINTING. Vanity numbers are not only memorable but can also enhance branding efforts, providing easy recall for customers.

What are the main benefits of landline numbers?

Despite the growing dominance of mobile and VoIP technologies, landlines still hold a strong position for certain use cases, especially in business environments. Let’s explore some of the key advantages:

Reliable Call Quality:

  • Landline calls offer superior audio quality compared to mobile or internet-based communication.
  • They are unaffected by network congestion, weak signals, or interference.
  • Ideal for high-stakes communication, such as customer support, emergency response, or confidential discussions.

Emergency Services:

  • Landlines are the most reliable option during emergencies.
  • They operate through the PSTN and remain functional even during power outages.
  • Essential for industries like hospitals and emergency services, where accessibility is critical during crises.

Enhanced Security:

  • Landlines provide a more secure communication option.
  • They are less vulnerable to hacking or eavesdropping compared to mobile or internet-based methods.
  • Ideal for handling sensitive or confidential information.

What are the downsides of using landline numbers?

However, despite their advantages, landline numbers come with limitations, particularly as businesses look for more flexible and scalable communication solutions:

  1. Limited Mobility:
    1. Landlines are fixed-location services, tying you to a specific place.
    2. This lack of mobility is a significant drawback for businesses with remote or traveling employees.
    3. Unlike mobile phones or internet-based communication systems, landline numbers cannot be used on the go.
  2. Higher Maintenance Costs:
    1. Traditional landline services often incur higher maintenance costs than newer technologies.
    2. These costs include maintaining physical infrastructure and paying for long-distance calls.
    3. Businesses with nationwide or international operations may face especially high costs.
  3. Declining Usage:
    1. Landline usage is decreasing due to the rise of mobile phones, internet-based communication, and VoIP solutions.
    2. Businesses and consumers are opting for more flexible and feature-rich alternatives.
    3. This trend makes it harder to justify the costs of investing in or maintaining landline connections.

How are landline numbers formatted?

Landline numbers, like any other phone numbers, must follow a specific format to ensure proper routing and connection. This includes several key components:

Country Code:

  • Each country has a unique country code to distinguish it from others.
  • Example: The United States uses the country code +1, while the UK uses +44, and India uses +91.
  • When dialing internationally, the country code ensures the call is routed to the correct nation.

Area Code:

  • An area code identifies a specific geographic region within a country, which is essential for routing calls accurately.
  • Example: In the US, 212 is the area code for Manhattan, New York, while 408 covers parts of California, including San Jose.
  • Area codes are particularly important for businesses operating in specific regions to establish a local presence.

Phone Number:

  • The phone number is the unique identifier for the recipient within the specified area and can vary in length by country and region.
  • Example: In India, a landline number in Delhi might look like 011-12345678, while in the UK, a London number could be 020-12345678.

E.164 Format:

  • For international calls, phone numbers are standardized in the E.164 format, which includes the country code, area code, and local number without spaces or dashes.
  • Example: A US number would appear as +14155552671 in E.164 format, ensuring global compatibility for dialing.

National Dialing Formats:

  • Some countries use unique national dialing formats when calling locally or regionally.
  • Example: In the US, local calls within the same area code might only require dialing the 7-digit number, while in India, dialing ‘0 before the area code (e.g., 011-12345678) is mandatory for national calls outside the area.

How do modern alternatives like VoIP compare to landlines?

What is a landline number compared to modern technologies like VoIP? While landlines are reliable, they lack the flexibility and features of VoIP. As the drawbacks of traditional landline numbers become more apparent, many businesses are turning to Voice over Internet Protocol (VoIP) technology. 

VoIP offers a far more flexible and scalable solution for modern businesses, providing a host of features not available on landlines.

  1. What is VoIP technology? VoIP uses the Internet to make voice calls, allowing users to connect through various devices such as smartphones, laptops, or desktops. This flexibility provides businesses with greater mobility than the static nature of landline phones.
  2. What are the advantages of VoIP? VoIP offers several advantages, such as lower operational costs, enhanced features like text messaging, and integrations with other business tools like CRM systems. Unlike traditional landlines, VoIP solutions can scale with your business needs, offering everything from voicemail and call forwarding to SMS and voice messaging.
  3. How do VoIP and landlines compare? VoIP systems have a clear edge over traditional landlines when it comes to flexibility and cost-effectiveness. VoIP is designed to support multiple features, such as instant messaging, auto-replies, and call transcriptions, which are increasingly necessary in today’s fast-paced, customer-centric world.

This is where Plivo’s Voice API comes into play. By integrating Plivo's Voice API into your communication systems, you can bring the power of cloud-based calling to your business, leveraging advanced features that landlines simply cannot match.

Can VoIP be the right replacement?

For businesses looking to move beyond the limitations of traditional landlines, VoIP (Voice over Internet Protocol) provides a flexible and cost-effective way to handle voice communication. By enabling calls over the internet, VoIP eliminates the need for physical phone lines and supports modern communication needs.

How Plivo Supports VoIP Integration

Plivo offers simple tools to integrate VoIP capabilities into your applications using Mobile SDKs (iOS/Android) and Browser SDKs. These tools allow businesses to create reliable voice solutions tailored to their specific needs.

Key Benefits of Plivo’s VoIP Solutions:

Global Reach:

  • Make and receive calls in over 200 countries without worrying about high international calling costs.
  • Connect with any phone number, app, or browser, ensuring you can reach customers and teams anywhere.

Flexible Call Handling:

  • Route calls efficiently with features like multilevel IVR, call forwarding, and call queues.
  • Support team collaboration through call conferencing and multiparty calls.

Simple Integration:

  • Add VoIP calling directly into your apps using Plivo’s SDKs.
  • Enable smooth communication for tasks like customer support, team meetings, or healthcare consultations.

Additional Features:

  • Voicemail with transcription ensures important messages are not missed.
  • Use caller ID customization to present a local presence when communicating globally.

Why Consider VoIP?

VoIP solves many of the challenges associated with landlines:

  • It doesn’t rely on physical infrastructure, reducing setup and maintenance costs.
  • It supports remote work and mobile communication, making it ideal for distributed teams.
  • Businesses can easily scale their communication systems as they grow.

Practical Use Cases for Plivo’s VoIP Tools:

  • Customer Support:
    • Replace landlines with a VoIP system to route calls effectively, minimize wait times, and provide a better customer experience.
  • Remote Work:
    • Allow employees to make and receive work calls on their mobile phones or computers, keeping teams connected wherever they are.
  • Cost-Effective International Calls:
    • Connect with global clients and partners at a fraction of the cost of traditional long-distance calling.

Discover how Plivo’s VoIP solutions can simplify your communication needs, reduce costs, and enhance flexibility for your business. Get started now or contact our team to explore how VoIP can work f

Mar 24, 2025
5 mins

What to know about 6-digit phone numbers

Discover the benefits of using a 6 digit code for SMS marketing and alerts. Understand compliance, opt-in requirements, and leasing options. Start boosting your business communications today!

Phone Numbers

For businesses seeking a more efficient and effective way to connect with customers, SMS short codes offer a powerful solution. These 6-digit numbers simplify communication, making it easier to send messages that capture attention and drive action. 

Unlike traditional 10-digit phone numbers, short codes are easy to recognize, quick to use, and perfect for high-volume messaging. Customers can effortlessly opt-in to receive promotions, updates, and alerts without the hassle of entering long phone numbers. 

While there is a cost associated with leasing a short code, the return on investment is often significant, with higher engagement and conversion rates. In this blog, we’ll explore how 6-digit short codes work, why they’re so effective, and how they can enhance your customer communications.

What are 6-digit phone numbers?

Short codes, introduced by wireless carriers in 2003, were designed to meet the growing demand for efficient mass messaging. They are 6-digit numbers specifically built for high-throughput, application-to-person (A2P) messaging, making them ideal for sending critical, time-sensitive updates like authentication codes, alerts, and promotional notifications. Unlike traditional 10-digit long codes, short codes offer:

  • Faster delivery: Thousands of messages can be sent per second.
  • Better prioritization: Carriers prioritize short codes, ensuring high deliverability for important updates.
  • Simplified user experience: Their shorter format makes them easier to recognize and remember.

How are 6-digit numbers used?

The versatility of short codes extends across multiple industries. Here are some key applications:

Retail and E-commerce:

Businesses use short codes to announce flash sales, send discount codes, and share product updates. 

Examples:

“Text DEAL20 to 123456 to get 20% off your purchase today!”

“FLASH SALE! Text SALE to 654321 for exclusive early access to our 50% off deals.”

“Sign up for SMS alerts by texting VIP to 456789 and receive free shipping on your next order.”

Healthcare:

Appointment reminders, public health notifications, and patient engagement campaigns are made seamless with short codes. Enhance patient experiences and rapport by improving healthcare communication, reducing appointment no-shows with SMS alerts, delivering time-critical emergency health services, and optimizing public health campaigns. 

Examples:

  • “Your appointment with Dr. Smith is scheduled for tomorrow at 3:00 PM. Reply YES to confirm or RESCHEDULE to change.”
  • “Public Health Alert: Flu vaccine clinics now open. Text VACCINE to 789123 for locations near you.”
  • “Reminder: Please fast for 12 hours before your blood test tomorrow at 8:00 AM. Questions? Text HELP to 987654.”

Finance and security:

Banks and financial institutions rely on short codes for two-factor authentication (2FA) and account activity alerts. 

Examples:

  • “Your account balance is $1,234.56. For more details, text INFO to 123123.”
  • “Your one-time verification code is 876543. It will expire in 5 minutes.”
  • “Alert: A transaction of $500 was made on your credit card ending in 1234. Text FRAUD to 456123 if this wasn’t you.”

Logistics and transportation:

Ridesharing services and courier companies use short codes for real-time updates, such as delivery status and driver notifications. 

Examples:

“Your package will arrive today between 1 PM and 3 PM. Track it here: [link].”

“Driver Alex is 5 minutes away in a blue Toyota Camry. Text SUPPORT to 654987 if you need help.”

“Your ride to JFK Airport is confirmed. Driver John will arrive at 6:15 PM. Reply CANCEL to cancel.”

What are the advantages of 6-digit numbers?

Short codes offer many distinct advantages over traditional communication methods, revolutionizing how businesses connect with their audience. Their efficiency, reliability, and user-friendly nature make them a preferred choice for high-volume messaging campaigns. Here's a detailed breakdown of their unique benefits:

High throughput:

Short codes support the dispatch of many messages per second, a critical feature for businesses managing large-scale campaigns. Plivo’s SMS API takes this further by providing a throughput of 100 messages per second for short codes with room for scalability.

Improved deliverability:

Messages sent via short codes are prioritized by carriers, reducing the likelihood of being filtered as spam. This ensures critical notifications, such as system outages or payment confirmations, are received promptly.

Memorability and branding:

Vanity short codes (e.g., “PLIVO” or 75486) reinforce brand recognition while simplifying the user experience. Plivo’s API supports vanity short codes, ensuring seamless integration with your branding strategy.

Compliance:

Short codes are inherently TCPA-compliant when used correctly. Plivo’s opt-out handling and real-time redaction tools simplify adherence to regulations, protecting your brand from legal pitfalls.

Compliance and opt-in requirements

Navigating the regulatory landscape is crucial for any business utilizing short codes. Under the Telephone Consumer Protection Act (TCPA), explicit customer consent is required before sending promotional messages. This is typically achieved through keyword opt-ins, such as:

  • A customer texting “SUBSCRIBE” to your short code.
  • The customer’s agreement to your terms of communication.

Plivo’s compliance features:

  • Built-in opt-out management, ensuring recipient requests like “STOP” or “UNSUBSCRIBE” are processed automatically.
  • Detailed documentation and support to guide businesses through TCPA and CTIA compliance requirements.

Types of short codes

When choosing a short code, businesses must decide between two options:

Random short codes:

Carriers assign these codes sequences of numbers provided by wireless carriers, offering businesses a cost-effective option for high-volume messaging. These codes are chosen at random, without input from the business, which makes them less personalized compared to vanity short codes. 

However, their functionality remains identical, making them an excellent choice for businesses where branding isn’t the primary focus, but reliable and efficient messaging is. For example, a logistics company sending delivery notifications or a healthcare provider sharing appointment reminders may prioritize the affordability and utility of a random short code over the memorability of a vanity code. 

Random short codes deliver the same performance benefits, such as high throughput and carrier prioritization, without the added expense of customization.

Vanity short codes

Vanity short codes are fully customizable 6-digit numbers that allow businesses to align their messaging strategy with their brand identity. These codes are typically chosen to spell out a word or phrase associated with the business, like “PLIVO” (75486), making them highly memorable for customers. The customization not only aids in recall but also builds trust and credibility by reinforcing the brand every time the code is used.

While vanity short codes are more expensive than random ones, their value lies in their ability to create a cohesive and recognizable brand experience. For instance, a retailer running nationwide loyalty programs or a media company promoting a recurring event might find the investment worthwhile to maintain a strong brand presence in every interaction.

Since the industry-wide discontinuation of shared short codes due to security concerns, dedicated short codes—whether random or vanity—have become the norm. These provide businesses with exclusive use of their short code, ensuring messages are not only delivered but also free from the risks of being flagged or associated with other entities.

How to lease and acquire a 6-digit phone number?

Leasing a short code involves navigating carrier requirements and compliance approvals. The process includes:

  • Selecting a random or vanity short code based on your goals and budget.
  • Completing carrier documentation, including details on message types and compliance measures.
  • Testing and launching your campaigns.

This process can seem complex, but Plivo makes managing short codes effortless by providing end-to-end support, from application submission to campaign setup. With over a decade of experience, Plivo helps businesses go live with their short codes quickly and efficiently.

Integrating short codes with an SMS API

The true power of short codes lies in their integration with Plivo’s SMS API. APIs automate messaging, provide real-time analytics, and enhance scalability.

Plivo’s SMS API delivers:

  • Global reach: Seamless communication across borders.
  • Unicode support: Allowing businesses to send multilingual messages, including emojis.
  • Message concatenation: Ensuring long messages are delivered as intended, regardless of character limits.

These advanced features enable businesses to elevate their communication strategies while maintaining operational efficiency.

Elevating communication with Plivo and short codes

Short codes are a critical asset for businesses aiming to engage customers effectively and securely. By integrating short codes with a platform like Plivo, businesses gain access to advanced features, expert guidance, and unparalleled reliability. 

From financial institutions ensuring secure transactions to retailers driving loyalty campaigns, Plivo empowers organizations to maximize the impact of their messaging.

With dedicated support and cutting-edge API solutions, Plivo is your partner in creating meaningful customer connections.

Ready to take your messaging strategy to the next level? Discover how Plivo can simplify short code integration and help your business deliver impactful, reliable communication. Connect with Plivo today to unlock a smarter way to engage your audience.

Mar 24, 2025
5 mins

Text message scams: How to identify a fake text message

Spot scam text messages: Look for unsolicited urgent requests, bad grammar, and strange numbers. Protect yourself—block and report scams now!

SMS

Text message scams, or smishing, are becoming increasingly sophisticated, making it harder to tell if a message is real or fake. More than 3.5 billion phone users receive spam text messages that trick individuals into sharing sensitive information, such as credit card details, social security numbers, and banking credentials. 

While many think they can spot a scam from a mile away. But, in reality, only less than 35% of the population knows what smishing is. These fraudulent messages can look shockingly legitimate. 

In this post, we’ll show you how to identify a fake text message, and provide tips on how to protect yourself.

What is smishing?

Smishing is a form of phishing conducted via text messages. These fraudulent SMS attempts often appear to come from trusted entities—your bank, government agencies, even friends or family—convincing you to share private information or click on malicious links.

The goal of smishing is to steal your sensitive data or install malicious software on your device. These texts often play on emotions, like urgency or fear, to prompt quick action.

What are some common traits of scam text messages?

  1. Unsolicited texts from unknown or spoofed numbers
    A typical characteristic of a scam text is that it comes from an unfamiliar number. While legitimate businesses use shortcodes or toll-free numbers, scammers often spoof these to make the text appear trustworthy. If you receive a text from a random, long-numbered, or suspicious source, take extra caution.
  2. Urgent requests or alarming content
    Fake texts often claim urgent issues like unauthorized bank transactions, problems with accounts, or family emergencies that require immediate action. Scammers know that stress and fear can cloud your judgment, so they pressure you into taking quick, unthought-out actions.
  3. Strange grammar or formatting
    Look for signs like spelling errors, awkward phrasing, or inconsistent formatting. Real businesses take care in crafting their messages, while scammers might rush or use poor language to disguise their intentions.

What are the common types of text message scams?

Understanding the types of scams is key to recognizing them before it’s too late. Here are a few common examples:

  1. Missed delivery notifications
    You might receive a text claiming that a package was undeliverable and prompting you to visit a suspicious website or call a fake customer service number.
  2. Prize or sweepstakes notifications
    A scammer might tell you that you’ve won a prize but need to pay a fee or provide personal details to claim it. Be especially wary if you’ve never entered any contests.
  3. Bank account closure threats
    Scammers pretending to be from your bank may warn that your account is about to be locked unless you take action immediately. These texts often include fake links or phone numbers to collect your login details.
  4. Subscription service payment failures
    If you receive a text claiming a failed payment for a service you use, be cautious. Scammers use this tactic to extract payment information or prompt you to visit malicious websites.

How do scammers use text messages?

Scammers typically rely on tactics that mimic trusted brands or entities to trick victims into responding. These tactics include:

  1. Impersonating reputable companies or individuals: Scammers may pose as well-known organizations like your bank, delivery services, or government agencies to gain your trust.
  2. Spoofing phone numbers: By making it appear as though a trusted number is sending the message, they increase the likelihood of you believing the scam.
  3. Social engineering: Scammers tailor their messages to seem more believable using information gathered from previous data breaches or public sources.
  4. Unsolicited messages with suspicious links or requests
    Unsolicited messages containing unexpected links or requests should always be approached with caution. Pay attention to details like URLs that closely mimic legitimate domains but include slight variations, such as additional characters or unfamiliar extensions. 

Avoid clicking on links in these messages. Instead, verify the authenticity by directly visiting the organization's website through a trusted search engine or contacting them via official channels. 

How to identify scam text messages?

What protective measures can you take against text scams?

To avoid falling victim to smishing attacks, follow these protective steps:

  1. Avoid responding to suspicious texts
    Don’t engage with any message you suspect to be a scam. Even responding with “STOP” or “REMOVE” may confirm to the scammer that your number is active, leading to more fraudulent attempts.
  2. Block spam numbers
    If you receive a suspicious text, block the number immediately. Your phone’s settings or mobile provider’s app will usually allow you to do this.
  3. Use Plivo’s SMS API for secure communication
    For businesses, one of the best ways to prevent smishing and safeguard your business communication is by using Plivo’s SMS API fraud shield to ensure safe and secure messaging. Plivo offers robust tools for verifying customer phone numbers, authenticating accounts, and detecting fraudulent activity. 

Plivo’s API helps prevent spoofing and ensures that your SMS communication is secure, reducing the risk of text scams for your business and customers.

How to report and address text message scams?

If you receive a text that you suspect to be a scam, take action:

  1. Forward suspicious texts to 7726 (SPAM)
    Reporting suspicious messages helps your mobile carrier investigate the issue and block potential scammers from reaching others.
  2. Report scams to the FTC or local authorities
    You can also report smishing attempts to the Federal Trade Commission (FTC) or local authorities to help them track down scammers and prevent further fraud.
  3. Prevent future scams with Plivo’s Features
    With Plivo’s advanced fraud protection tools, you can further safeguard your messaging systems against fraud and ensure your business communication remains secure. Whether you’re sending out SMS for customer notifications, marketing campaigns, or authentication, Plivo ensures that your messages are delivered securely to legitimate users.

How does Plivo’s SMS API help prevent text scams?

Plivo’s SMS API provides several key features that make it a strong ally in combating smishing scams and other forms of fraudulent SMS messaging:

  1. Two-Factor Authentication (2FA): Plivo allows businesses to integrate two-factor authentication into their SMS workflows easily. By adding an additional layer of security through 2FA, businesses can ensure that only authorized users can access accounts or make changes, protecting sensitive data and reducing the risk of account takeovers. 
  2. Verified sender IDs and number masking: One of the most common tactics used by scammers is number spoofing, where they fake the sender's number to appear as if the text message is coming from a trusted entity, such as a bank or government agency. 

Plivo’s verified sender ID feature helps businesses establish legitimate communication with their customers by confirming that the sender's number is genuine and trusted. This greatly reduces the chances of impersonation and increases trust in the messaging process. 

  1. Message authentication and validation: Plivo’s platform has built-in tools to ensure the integrity of the messages you send. Through features like SMS sender verification, businesses can confirm that messages are coming from authentic, authorized senders and are not altered in transit. 

Additionally, Plivo allows for real-time monitoring and validation of message content to ensure that no fraudulent links or suspicious content are included in communications.

  1. Advanced fraud detection and prevention: Plivo’s Fraud Shield provides robust protection against SMS fraud, including smishing and account token takeover, through real-time monitoring and proactive safeguards. 

It offers Geo permissions to block unauthorized destinations, avoiding unnecessary charges, and Fraud thresholds to set hourly message limits for approved countries, with alerts for suspicious activity. 

Operating at the subaccount level, Fraud Shield ensures flexible, consistent security across your messaging operations, empowering businesses to safeguard SMS traffic, reduce risks, and maintain customer trust.

  1. Spam filtering: Plivo’s robust spam filters can automatically block incoming text messages that come from known spam sources or contain malicious content. By implementing these filters, businesses can protect themselves from receiving fraudulent texts and can also improve the quality of the messages that get through to their customers. 
  2. Compliance and security monitoring: For businesses sending bulk SMS messages, staying compliant with regulations such as TCPA (Telephone Consumer Protection Act) and GDPR (General Data Protection Regulation) is crucial. 

Plivo’s compliance features help businesses align with these regulations by offering tools to capture and store opt-ins, manage subscriber consent, and track message delivery and responses. 

Protect your communications and keep your business secure from smishing attacks. Discover how Plivo’s trusted solutions can safeguard your messages and build lasting customer trust. Get started today!

Mar 24, 2025
5 mins

Authentication vs. Authorization: What's the Difference?

Understand authentication vs authorization. Learn verification vs permission, key methods, and implementing both for complete security. Click now!

Verify API

In the interconnected world of apps, websites, and digital services, ensuring secure user access is more critical than ever. That’s where authentication and authorization come into play. These two terms often appear side-by-side in conversations about cybersecurity and user access, but they’re far from interchangeable.

Think of authentication as verifying your identity at the door, and authorization as the VIP list determining what areas you can access once inside. Both are essential for keeping digital spaces secure, but their roles are distinct—and understanding the difference is key to building safer systems and more seamless user experiences.

In this blog, we’ll break down the fundamentals of authentication and authorization, explore how they work together, and examine why they matter for individuals and organizations alike.

How does authentication verify user identity?

Authentication is the cornerstone of digital security, tasked with verifying that a user or entity is genuinely who they claim to be. Without authentication, systems cannot differentiate between legitimate users and malicious actors attempting unauthorized access.

At its core, authentication involves a user providing credentials—such as a username and password—that are compared against stored data. If the credentials match, the system permits access. However, traditional methods like passwords have vulnerabilities, prompting the adoption of more advanced techniques.

What are the common types of authentication methods?

Authentication mechanisms can be classified into three main categories based on the type of credentials required:

  1. Something you know: Includes passwords, PINs, and answers to security questions. These methods rely on the assumption that only the authorized user knows the required information.
  2. Something you have: Examples include physical devices like security tokens, mobile phones for OTP delivery, or smart cards. These add an extra layer of security by requiring possession of an item.
  3. Something you are: Biometric authentication leverages unique physical attributes like fingerprints, iris scans, or facial recognition, making it one of the most secure forms of identity verification.

Combining these methods through multi-factor authentication (MFA) strengthens security by requiring two or more forms of verification.

Why is multi-factor authentication (MFA) critical?

While traditional authentication methods offer a basic level of security, they can be vulnerable to attacks such as phishing or credential theft. This is where multi-factor authentication (MFA) comes in—by requiring two or more verification methods, MFA significantly reduces the risk of unauthorized access. For instance, a banking application might require both a password (something you know) and an OTP sent to your mobile device (something you have) before granting access.

MFA mitigates common vulnerabilities of single-factor authentication by making it harder for attackers to breach systems, even if one credential is compromised. It is particularly important for high-security environments such as financial institutions or cloud services.

How does authentication operate in cloud environments?

With businesses rapidly shifting to cloud-based platforms, authentication must evolve to meet the challenges of remote access and global connectivity. Cloud computing, with its shared infrastructure and global accessibility, demands robust authentication mechanisms. Traditional username-password combinations are often insufficient, so advanced approaches like token-based authentication and Single Sign-On (SSO) are widely used. These methods simplify access for users while maintaining strict security standards.

For example, SSO enables users to authenticate once and access multiple applications seamlessly. Coupled with standards like OAuth 2.0 and OpenID Connect, SSO ensures both security and convenience, making it an integral part of modern authentication in cloud environments.

How do authentication and authorization work together?

Authentication and authorization are integral processes that work in sequence to protect systems and data. Authentication identifies who the user is, while authorization determines their permissions within the system. Together, they ensure that only verified users gain access to the resources they are allowed to use, forming a robust framework for digital security.

Why must authentication always precede authorization?

Authentication and authorization are sequential processes that work in tandem to secure systems and data. Authentication verifies a user’s identity, forming the foundation for authorization to define what the user can do within the system. Without authentication, a system cannot determine whether a user is legitimate, making it impossible to assign permissions accurately.

For example, consider an enterprise resource management system. Authentication ensures a user, such as a department manager, is genuinely who they claim to be. Once authenticated, authorization evaluates their role and grants access to department-specific data while restricting other sensitive areas, such as payroll records for other departments.

What protocols effectively integrate authentication and authorization?

  1. OpenID Connect (OIDC)
    OIDC, built on OAuth 2.0, focuses on user authentication by verifying identity and providing ID tokens to applications. It is particularly useful in Single Sign-On (SSO) environments, enabling users to authenticate once and access multiple applications seamlessly.
  2. OAuth 2.0
    OAuth 2.0 primarily handles authorization. It issues access tokens that grant limited permissions to third-party applications. For instance, a user can authorize a travel app to access their calendar to book flights without sharing their login credentials.

Together, OIDC and OAuth 2.0 provide a cohesive framework for managing authentication and authorization, ensuring secure and streamlined access control.

How do authentication and authorization complement each other in IAM systems?

Identity and Access Management (IAM) systems rely on the synergy between authentication and authorization to provide comprehensive security. While authentication confirms a user’s identity, authorization enforces granular access controls based on predefined policies.

For example:

  • A marketing analyst authenticates into a shared cloud platform.
  • Authorization allows access to customer analytics dashboards but restricts access to sensitive financial data meant for the finance team.

This integration not only enhances security but also improves the user experience by ensuring users can seamlessly access the resources they need without encountering unnecessary barriers.

What are the strengths and weaknesses of traditional authentication methods?

Traditional authentication methods often rely on verifying something a user knows, such as a password or PIN. While straightforward and familiar, these methods have inherent weaknesses:

  1. Password-based authentication:
    • Strengths: Universally understood and simple to implement.
    • Weaknesses: Susceptible to phishing, brute-force attacks, and credential stuffing. Users often reuse or create weak passwords, making them a common attack vector.
  2. Knowledge-based authentication (KBA):
    • Strengths: Uses answers to security questions, adding an extra layer of protection.
    • Weaknesses: Answers can often be guessed or researched, especially when questions rely on personal information.

These methods, while widely used, require additional safeguards to address their vulnerabilities.

How do biometric and possession-based methods enhance authentication?

Authentication methods based on something a user has or is, provide a higher level of security:

  1. Possession-based authentication:
    Examples include physical devices like smart cards, security tokens, or mobile phones used to receive one-time passwords (OTPs).
    • Strengths: Tied directly to the user's possession, making them harder to replicate.
    • Weaknesses: Devices can be lost or stolen, potentially compromising security.
  2. Biometric authentication:
    Employs unique physical traits like fingerprints, retina scans, or voice recognition.
    • Strengths: Difficult to forge and highly reliable when implemented correctly.
    • Weaknesses: Biometric data, if compromised, cannot be replaced, raising significant privacy concerns.

These methods often form the foundation of multi-factor authentication (MFA) systems, combining possession or biometric factors with traditional credentials to mitigate risks.

What are adaptive and passwordless authentication techniques?

Advanced authentication techniques are emerging to address the evolving threat landscape and user demands for convenience:

  1. Adaptive authentication:
    Uses machine learning and context-aware policies to evaluate risk factors, such as location, device, or login time.
    • Example: A system might prompt for additional verification if a user logs in from an unusual location.
    • Strengths: Dynamically adjusts security measures based on risk, improving both security and usability.
  2. Passwordless authentication:
    Eliminates the reliance on traditional passwords, using methods like biometrics, hardware tokens, or magic links sent to a user’s email.
    • Strengths: Reduces phishing risks and enhances user convenience.
    • Weaknesses: Requires advanced infrastructure and user education for widespread adoption.

These approaches represent the future of secure and user-friendly authentication systems.

What are the key differences and similarities between authentication and authorization?

Authentication and authorization serve distinct purposes in access control systems:

  • Authentication: Focuses on verifying identity. It answers the question, "Who are you?" and allows only legitimate users to log in. Examples include passwords, biometric scans, or OTPs.
  • Authorization: Determines what a user is allowed to do after they’ve been authenticated. It answers, "What are you allowed to access?" For instance, an authenticated user might be able to view files but not edit them.

The main distinction lies in their roles: authentication validates identity, while authorization defines permissions.

How do tokens facilitate both processes?

In modern access control systems, tokens play a critical role in separating authentication and authorization:

  1. ID Tokens:
    • Issued during authentication to confirm a user’s identity.
    • Typically contains user details such as name, email, and login time.
    • Example: OpenID Connect generates ID tokens after a user logs in.
  2. Access Tokens:
    • Issued during authorization to define the permissions granted to the user or application.
    • Allow a user to interact with specific resources (e.g., files, APIs) without revealing sensitive credentials.
    • Example: OAuth 2.0 uses access tokens to permit third-party apps to access user data within predefined limits.

By segregating authentication (ID tokens) and authorization (access tokens), systems maintain both security and clarity in managing access.

How do authentication and authorization complement each other?

Authentication and authorization are complementary processes, working together to provide robust access control:

  1. Authentication establishes trust: Ensures that only legitimate users enter the system.
  2. Authorization enforces boundaries: Restricts user actions based on predefined policies.

For example, in a corporate email system:

  • Authentication verifies an employee’s identity via a company-issued login.
  • Authorization determines whether the employee can access confidential documents or edit shared files.

Together, these processes create a multi-layered security approach, minimizing risks like unauthorized access and data breaches.

Why are both authentication and authorization critical for complete security?

Neither authentication nor authorization can independently secure a system. Relying solely on authentication might let verified users access sensitive areas they’re not permitted to view, while exclusive reliance on authorization without authentication would grant access without ensuring the user is legitimate.

For example:

  • A cloud storage system might authenticate a user with valid credentials but use authorization to restrict access to sensitive financial reports, ensuring that only authorized roles, such as CFOs, can view them.

This synergy is particularly vital in regulatory compliance environments like HIPAA, where access to sensitive information is strictly governed.

Why is Plivo’s Verify API the ideal solution for user authentication?

Implementing secure and efficient authentication in today’s complex digital landscape requires solutions that are not only robust but also easy to integrate. This is where Plivo’s Verify API shines, offering a comprehensive toolset to streamline user verification while minimizing fraud risks and operational overhead.

How does Plivo simplify global user verification?

Plivo’s Verify API enables businesses to verify users in over 200+ countries effortlessly. Unlike traditional solutions that require navigating complex compliance hurdles, Plivo offers pre-registered sender IDs and pre-approved templates for regions like the US, UK, and India. This means you can go live instantly, without worrying about regulatory paperwork.

What makes Plivo’s authentication approach stand out?

  1. Multi-channel delivery for maximum reach:
    Plivo supports OTP delivery across SMS, voice, and WhatsApp, ensuring reliable communication even in areas with inconsistent network connectivity. Upcoming support for RCS and email further expands its versatility.
  2. High conversion rates:
    With a 95% OTP conversion rate, Plivo delivers a seamless experience for end-users. Features like Android auto-fill ensure that OTPs are effortlessly entered, reducing user frustration and boosting engagement.
  3. Customizable OTP settings:
    Businesses can easily configure language preferences, templates, and delivery channels without requiring complex code changes. This flexibility allows organizations to tailor the authentication experience to their audience.

How does Plivo prevent fraud and reduce costs?

One of the standout features of Plivo’s Verify API is its ability to combat SMS pumping fraud—a common and costly issue for businesses relying on OTP-based authentication.

  • AI-driven Fraud Shield:
    Plivo’s Fraud Shield uses machine learning to detect and block fraudulent activity in real time, preventing financial losses caused by illegitimate OTP requests. The solution requires minimal setup, enabling fraud protection with a simple one-click configuration.
  • Cost-efficient verification:
    Unlike many competitors, Plivo charges only for the communication channels used, with no hidden fees for verification itself. This ensures businesses maintain control over their costs without sacrificing security.

How does Plivo make integration effortless?

  1. Quick deployment:
    Designed with developers in mind, Plivo’s Verify API offers comprehensive documentation, sample code, and SDKs that slash implementation time by 90%. Businesses can go live within a single sprint.
  2. Developer-first approach:
    Plivo provides 24/7 technical support through Slack and phone calls, ensuring that developers receive immediate assistance. The guaranteed same-day response time eliminates bottlenecks during critical phases of integration.

Don't let verification headaches slow you down—start using Plivo's reliable and scalable solution today! Get started now and unlock seamless authentication for your app.

Mar 24, 2025
5 mins

Understanding SMS 2FA and its Security Implications

Explore SMS 2FA's security flaws and new alternatives. Secure your data with stronger options. Act now for enhanced protection!

SMS

In today’s digital-first world, secure user authentication is a top priority for businesses. Every login and transaction carries the weight of your customers’ trust. To meet this demand, SMS 2FA (two-factor authentication) has become a reliable and accessible solution. It’s simple, scalable, and widely adopted by businesses of all sizes. In fact, 56% of businesses relied on SMS-based 2FA for enhanced security in 2023.

But SMS 2FA isn’t just about security—it’s about convenience. Customers appreciate the ease of receiving codes via text, and businesses value its quick implementation and broad reach. Whether you're running a startup or leading an enterprise, SMS 2FA integrates seamlessly into existing systems, giving you an edge in protecting sensitive data.

In this blog, we’ll explore why SMS 2FA remains a trusted option for businesses and how pairing it with advanced tools like Plivo’s Verify API can enhance security while simplifying user experiences. If you’re looking for a solution that balances security, simplicity, and scalability, keep reading.

Overview of SMS 2FA

SMS 2FA (two-factor authentication) adds a critical layer of security to online accounts. When users log into a website, software, or application, they receive a one-time numeric code via text message. This code acts as a second step in the authentication process, ensuring only the individual with access to the linked phone number can proceed.

For businesses in retail, healthcare, and fintech, SMS 2FA is a popular choice to safeguard sensitive customer data and prevent unauthorized access. By requiring something users know (a password) and something they have (a mobile phone), it significantly reduces the risk of data breaches.

While SMS 2FA is simple to implement and user-friendly, its security depends on how well it addresses threats like phishing and SIM swapping. As decision-makers, you need to weigh its ease of use against the level of protection it offers your business and customers.

So, why did businesses initially gravitate towards SMS 2FA? Let's examine the factors that made it a preferred choice in the early days.

The early appeal of SMS 2FA

SMS 2FA quickly gained traction as a security solution because of its simplicity and compatibility with existing devices. Here's why it became a preferred choice for businesses initially:

  • No extra hardware required: Users only need their smartphones, eliminating the cost and hassle of additional authentication devices.
  • Wide accessibility: With the ubiquity of mobile phones, SMS 2FA reaches a broad audience across different demographics.
  • Ease of implementation: Businesses can integrate SMS 2FA seamlessly into existing login processes using APIs, reducing setup complexity.
  • Improved user experience: Customers appreciate the convenience of receiving authentication codes directly via SMS without needing to install apps.
  • Faster adoption: Familiarity with text messaging ensures minimal learning curves for end users, leading to quick acceptance.

These advantages allowed decision-makers to use SMS 2FA as a logical solution for strengthening security without compromising cost-effectiveness or user experience.

SMS 2FA may be simple to implement, but for growth and security, you need a messaging infrastructure that scales with your business. Plivo’s Verify API simplifies SMS authentication by seamlessly delivering one-time passwords (OTPs) to users worldwide. Whether securing logins or safeguarding transactions, Plivo offers scalable, robust communication channels. Streamline your setup today—start your free trial today and get personalized onboarding support from our team right within the console.

Let's now walk through the steps involved in a typical SMS authentication process.

How does SMS authentication work?

SMS authentication offers a simple way to enhance security while keeping the user experience intuitive. Here’s how it works:

1. User logs in:

A customer visits your website and enters their username and password to log in. They trust your platform with their personal information and expect a smooth, secure experience.

2. One-time password (OTP) sent:

Immediately, your system triggers an SMS with a unique one-time password (OTP) sent to the customer’s registered phone number. This step adds an extra layer of security beyond just their password.

3. User inputs OTP:

The customer receives the OTP on their mobile device and enters it into the login screen. This ensures the person trying to access the account is the legitimate user, as only they would have access to the phone where the OTP was sent.

4. Access granted:

If the OTP matches, your system verifies the user’s identity and grants them access to their account. With SMS authentication in place, your business reduces the risk of unauthorized access, enhancing both security and customer trust.

This approach to SMS authentication strengthens security, reassures customers about their data, and keeps the login process simple and user-friendly.

SMS authentication is simple when you have the right tools. Plivo’s global infrastructure and Verify API streamlines SMS 2FA by handling OTP generation and delivery. From small-scale setups to enterprise systems, Plivo ensures seamless integration, cost efficiency, and top-tier reliability.

Also Read: Users Love Plivo to see why businesses trust us for their communication needs.

With a clear understanding of the SMS authentication flow, let's examine the benefits it provides.

Pros of SMS authentication

SMS authentication became a preferred security method for businesses due to its simplicity and effectiveness. Here’s why it stands out:

Enhanced security

Adds an extra layer of protection compared to passwords alone, reducing the risk of unauthorized access.

Example: A financial institution uses SMS authentication to protect user accounts. When a customer logs in, they are sent an OTP to their mobile number. This step ensures that even if an attacker gains access to the username and password, they would still need the phone to complete the login. This added protection helps the bank mitigate fraud and safeguard sensitive customer information.

Convenient for users

No need for extra hardware or software, making it accessible to all users, even those with basic mobile phones.

Example: A small e-commerce business implements SMS 2FA for its customers. By sending OTPs directly to users’ mobile phones, the business ensures security without forcing customers to download apps or use advanced authentication methods. The simplicity of SMS ensures customers don’t feel overwhelmed, leading to higher user adoption and satisfaction.

Offline functionality

SMS works without an internet connection, making it a reliable option for users in low-connectivity areas.

Example: A non-profit organization serving rural areas uses SMS authentication for its donation platform. Many of its supporters don’t have reliable internet access, so SMS-based 2FA ensures they can securely log in to donate without worrying about data connectivity, increasing overall participation.

Widespread compatibility

SMS is compatible with almost all mobile devices, ensuring accessibility for a diverse user base.

Example: A healthcare provider implements SMS-based 2FA for patient portal access. Since nearly all patients have mobile phones, they can easily receive OTPs regardless of their device type, which makes the authentication process seamless and user-friendly across their varied demographic.

Ease of deployment

Simple to implement, requiring minimal changes to existing systems, which saves time and resources.

Example: A SaaS company offering cloud storage services introduces SMS authentication to its login process. With minimal updates to their infrastructure and integration via APIs, the company quickly deploys SMS 2FA, improving security without a significant investment in new technology or disrupting the existing user experience.

User familiarity

Most users are already comfortable receiving and entering OTPs, reducing friction in the login process.

Example: A major online retailer uses SMS 2FA as part of its login process. Customers are already familiar with the concept of receiving OTPs via SMS, so the retailer enjoys quick adoption of the new security feature. This reduces any friction in the user experience, leading to fewer drop-offs during the authentication process.

Cost-effective

Eliminates the need for costly authentication devices, making it budget-friendly for businesses of all sizes.

Example: A small-to-medium-sized business (SMB) offering online services opts for SMS 2FA instead of purchasing specialized hardware tokens for each employee. The cost savings from using SMS-based authentication are reinvested into improving other areas of the business, allowing the company to strengthen security without compromising on budget.

Quick adoption

Works seamlessly across industries, addressing diverse security needs.

Example: A hotel chain in the hospitality industry adopts SMS authentication to streamline guest logins for its loyalty program. Whether the guest is a frequent traveler or a first-time visitor, the simple SMS authentication process is intuitive and quick, leading to widespread adoption and enhanced security for guest data.

SMS authentication strikes the right balance between user convenience and robust security, ensuring smooth operations while protecting sensitive data for decision-makers.

However, it's crucial to have a complete picture. Let's now discuss the vulnerabilities and risks associated with this method.

Vulnerabilities and risks of SMS 2FA

SMS 2FA remains one of the most accessible and widely adopted authentication methods, thanks to its simplicity and universal reach. However, like any security measure, it works best when paired with a reliable platform to address evolving challenges. Factors like occasional network delays, phone loss, or social engineering attacks highlight the need for businesses to choose a robust provider that adds layers of reliability and control.

Plivo’s cloud platform enhances SMS 2FA by ensuring seamless delivery and providing advanced tools like delivery tracking and geo-permissions. These features help prevent unauthorized access and ensure messages reach users promptly, even across borders. With competitive pay-as-you-go pricing and volume discounts, businesses can scale securely without breaking the bank.

Start your free trial today and see how Plivo makes SMS 2FA work smarter for your business.

This brings us to an important point: the declining use of SMS 2FA in favor of more secure alternatives.

The evolution of authentication

SMS 2FA has long been a trusted and user-friendly method of authentication. Its simplicity and accessibility make it a popular choice for businesses and end-users alike. Whether it’s logging into accounts, transferring funds, or securing transactions, SMS provides a seamless experience for millions of users globally.

As businesses evolve and seek even more convenient and scalable solutions, alternatives like Plivo’s Verify API have gained traction. Verify API builds on the familiarity of SMS while offering enhanced flexibility and features that align with modern user expectations. It supports multiple authentication methods, including app-based authentication and one-time passcodes, providing businesses with the tools to deliver secure and convenient experiences.

With Verify API, you can create a frictionless authentication journey that adapts to your users’ needs while keeping your business ahead of the curve. It’s not about replacing SMS—it’s about upgrading your options to ensure a seamless and scalable solution.

It's crucial for organizations transitioning from SMS authentication to choose alternative solutions that offer comparable ease of use and user-friendliness.

Rethinking security: Verify API as an alternative to SMS 2FA

SMS 2FA remains a reliable and widely-used authentication method, offering simplicity and accessibility for businesses of all sizes. However, as customer expectations shift towards greater convenience and flexibility, many organizations are exploring solutions that offer more tailored experiences.

Verify API is a modern, adaptable authentication solution. With Verify, businesses can streamline the authentication process by supporting SMS, app-based authentication, and push notifications. This flexibility allows users to choose what works best for them without compromising security.

Verify API delivers a seamless authentication experience: a user logs into their banking app, receives a push notification, and authenticates securely with a single tap—no codes, no delays.

Verify API also makes it easy for developers. Its simple integration ensures you can adapt to changing needs without overhauling your current systems. Whether you’re a startup scaling rapidly or an established enterprise, Verify gives you the tools to enhance customer trust and satisfaction.

Enhance your 2FA with Plivo’s Verify API

While SMS 2FA remains a cornerstone of modern security, evolving threats demand a smarter approach. Plivo’s Verify API takes SMS-based authentication to the next level by enhancing security, reliability, and scalability. Here’s how Plivo addresses the common challenges of traditional 2FA:

  • Fraud Prevention: Advanced safeguards reduce the risk of SIM swapping and phishing attacks, providing an extra layer of protection.
  • Reliable Delivery: Plivo’s global infrastructure ensures secure and timely OTP delivery, even in high-traffic environments.
  • Easy Integration: Seamlessly add 2FA to your systems with Plivo’s developer-friendly APIs, minimizing setup complexity.
  • Scalable for Growth: Whether you’re a small business or a global enterprise, Plivo’s Verify API grows with you, ensuring secure authentication at any scale.

Empower your business with a modern authentication solution that blends security, simplicity, and flexibility. Ready to enhance your 2FA? Request a free trial and experience the Plivo difference.

Element Instruction Yes/No
Target Audience Write for businesses of all sizes (developers, SMEs, and enterprises) looking for scalable communication solutions like Voice API, SMS API, and IVR systems. Tailor examples to the industry-specific use cases (e.g., retail, healthcare, or fintech).
Language & Tone Use professional, straightforward, and concise language. Be polite but not overly formal. Avoid jargon unless necessary, and use active voice. Tone should be authoritative but not arrogant, straightforward but not brusque.
Coherence Ensure the content flows logically with smooth transitions between sections. (Use Grammarly with American English for grammar, punctuation, and tone consistency.)
Brand Name Consistency Always refer to the brand as "Plivo." Avoid variations such as "PLIVO" or "plivo."
Formatting Use H1 for titles, H2 for primary headings, and H3 for subheadings. Apply 1.5-line spacing and use clear bullet points or numbered lists for easy readability.
Factual Accuracy Verify all data and claims. Use credible, up-to-date sources. Cross-check statistics and references, particularly those in introductions or critical sections.
Introduction Start with a compelling statistic, relatable scenario, or direct question to grab the reader's attention. Example: "The global IVR market is projected to grow to $11.5 billion by 2037. What’s driving this surge?"
The body of the article [Content Structure] Break content into logical sections with clear subheadings. Use short paragraphs and make sure everything is highly contextual and ideas are clear. Include visuals, diagrams, or tables where necessary for better comprehension.
Lists Use bullet points only for three or more items. Capitalize the first word in each bullet point. Use periods for complete sentences but avoid them for fragments.
Conclusion Has 1-2 paragraphs of 3-4 lines. End with clear summarization and relevant CTAs.
CTAs Seamlessly integrate CTAs into the content where relevant, ensuring clarity.
End with a strong, relevant CTA, directing readers to learn more, schedule a demo, or explore Plivo’s solutions.
Closing Paragraph End with a strong, positive note encouraging action. Example: "With Plivo’s Voice API, you can redefine your customer service strategy today."
Interlinking Link to Plivo’s product documentation or related blogs when mentioning features (e.g., Fraud Shield or SMS API).
Avoid irrelevant links, such as linking an SMS API when discussing SMS marketing.
External Linking Link only to credible external sources when absolutely necessary. Ensure the linked content is relevant and up-to-date.
Use an em dash surrounded by spaces for separation in sentences. Avoid hyphens for this purpose. Do: Subscribe to our blog — it’s easy to do.
You can generate an em dash on a Mac by pressing Alt+Shift+Minus. On a PC, hold down the left Alt key and type 0151 on the number keypad, then release the Alt key. Alternatively, press Windows+Period to bring up the emoji keyboard, click on the omega icon (third one at the top), then click on the em dash.
Specific Numbers Rewrite or spell out numbers starting a sentence, even if it’s 10 or above.
Do: Seventeen developers are here.
Graphics: Ampersands Avoid ampersands (&) in text unless space constraints apply.
Do: terms and conditions Don’t: terms & conditions
Punctuation: Em Dash Use an em dash (—) surrounded by spaces to separate parts of a sentence. Do not use a hyphen for this purpose.
Example: Subscribe to our blog — it’s easy to do.
Capitalization: Proper Nouns and Common Nouns Use initial capitals for proper nouns and product names. Do not capitalize common nouns unless at the start of a sentence.
e.g.: Start using Plivo’s Voice API today.
Used appropriate and homogeneous headings (small headings) Keep the tonality of headings the same. For example, if it is a question, the following headings/sub-headings should ideally have the same tone.
Use simpler words and humanize the article Avoid unnecessary jargon and filler words. Do not use terms like “navigate, facilitate, landscape, tapestry, leverage, prowess, foster, odyssey, unlock, decode, unravel, demystify” or similar ChatGPT-style words.
Mar 21, 2025
5 mins

18 promotional text message examples to steal and send

Boost your sales with effective promotional messages. Reach anywhere, engage instantly. Discover concise SMS strategies. Start text marketing!

SMS

According to a Validity report, 14% of consumers have left a public negative review of a company due to a poor SMS experience. This underscores the importance of delivering well-targeted and thoughtfully crafted SMS campaigns to ensure customer satisfaction and safeguard your brand's reputation.

In this blog, we’ll explore 18 promotional text message examples designed to inspire your campaigns. These examples will help you craft engaging, effective, and targeted messages that drive customer engagement and foster stronger relationships.

What is a promotional message?

A promotional message is a type of communication that businesses use to market their products, services, or offers to their customers. These messages are typically sent via channels like SMS, email, or social media and aim to drive customer engagement, increase sales, or raise awareness about a specific promotion or event.

In SMS marketing, promotional messages are usually short, attention-grabbing texts that offer discounts, limited-time offers, or exclusive deals to recipients. The goal of these messages is to prompt immediate action, such as making a purchase, signing up for a service, or attending an event. These messages can be tailored to individual customers based on their preferences or past behaviors, making them a highly effective way to connect with your audience.

How to maintain customer engagement

Keeping your customers engaged is crucial in maintaining long-term relationships. SMS marketing allows you to stay top-of-mind, but it’s important to balance promotional messages with value. Providing useful tips, exclusive content, or personalized offers will help build trust and keep customers coming back for more.

Promotional vs. transactional SMS

When it comes to SMS marketing, it's essential to understand the difference between promotional and transactional messages, as they serve distinct purposes and are governed by different rules.

Type of SMS

Promotional SMS

Transactional SMS

Purpose

Drive sales, awareness, and customer engagement

Deliver critical information related to a customer's action

Content

Discounts, offers, event invitations, and promotional content

Order confirmations, shipping updates, appointment reminders, and account-related notifications

Call to Action

Encourage immediate action (e.g., buy now, register, attend an event)

No call to action—just informational

Target Audience

Broad audience, typically those subscribed to marketing lists

Customers who are actively interacting with your service (e.g., completing an order)

Example

20% off sale today only! Shop now.

Your order has been shipped! Track it here.

Now that you know the difference, let’s explore 18 promotional message examples you can adapt and send to drive engagement and sales.

18 promotional message examples to steal and send

Now that we’ve covered the essentials, let’s explore 18 promotional message examples across various use cases. These can be customized for your business, whether you're in retail, healthcare, fintech, or any other industry.

Discount and offers

Offering discounts is one of the most popular types of promotional messages. Here are a few examples that businesses can use:

  1. “Get 20% off your next purchase! Use code SAVE20 at checkout. Shop now.”
    A straightforward message with a clear offer and easy-to-remember code.
  2. “Hurry! 50% off all items this weekend only. Don’t miss out!”
    The use of “hurry” creates urgency, while specifying the time frame enhances the offer’s appeal.

Limited time promotions

Limited-time offers push customers to make a purchase quickly, leveraging urgency to increase conversions.

  1. “Flash sale! 24 hours only! Get 30% off everything in store.”
    A well-timed flash sale can bring in a large number of customers in a short time.
  2. “Today ONLY! Buy one, get one free on all shoes. Act fast!”
    A "BOGO" (buy one, get one free) offer adds more perceived value to the promotion.

Seasonal promotions

Seasonal promotions allow you to tie your offers to specific times of the year, taking advantage of customers' moods and shopping habits.

  1. “Celebrate summer with 15% off all outdoor furniture. Limited time offer.”
    A seasonal offer aligned with customer needs (outdoor furniture in summer) makes the message more relevant.
  2. “Winter Sale is here! Up to 40% off all coats and jackets.”
    Tailoring the offer to the current season ensures your message is timely and compelling.

Customer appreciation offers

Customer appreciation is vital to fostering loyalty. Showing gratitude with special offers can increase customer satisfaction.

  1. “Thank you for being a loyal customer! Enjoy 15% off your next order.”
    Simple, sincere, and effective—this message makes the customer feel valued.
  2. “We appreciate you! Use code THANKYOU10 for 10% off your next purchase.”
    Offering a discount with a personalized message reinforces loyalty.

Exclusive offers for subscribers

By creating offers specifically for your SMS subscribers, you add value to the relationship and encourage more people to opt in to your list.

  1. “Exclusive deal for SMS subscribers: Get a free gift with your next order!”
    This message highlights the benefit of subscribing to receive special offers.
  2. “As a VIP, enjoy early access to our clearance sale! Shop before it’s gone.”
    Exclusivity is a powerful motivator for customers, especially if they feel like they’re getting early access to a great deal.

Event or product launch promotions

Product launches and events are prime opportunities for promotional messages. By promoting these via SMS, you ensure that your audience doesn’t miss out.

  1. “Join us for the launch of our new product! Enjoy a special launch discount of 20%.”
    Announcing a new product with a launch discount helps generate excitement and buzz.
  2. “Save the date: Our annual sale is coming soon! Get exclusive deals when you sign up.”
    Tease future promotions to build anticipation and prompt sign-ups for your SMS list.

Re-engagement offers

Re-engaging dormant customers can significantly boost your sales, as they’ve already shown interest in your brand. Use a compelling offer to encourage them to return.

  1. “We missed you! Get 25% off your next purchase to come back and shop again.”
    A friendly and enticing message to bring customers back to your store.
  2. “It’s been a while! Use code WELCOME BACK for 10% off your next order.”
    Use a personalized message to remind customers of the benefits they once enjoyed.

Referral program promotions

Referral programs are an excellent way to expand your customer base. Offering incentives to customers who refer others can help you grow your audience.

  1. “Refer a friend and get a $10 credit on your next purchase. It’s a win-win!”
    Encourage customers to spread the word with a simple and rewarding message.
  2. “Get rewarded for sharing the love! Refer a friend and earn discounts on your next order.”
    Offering a reward for referrals incentivizes customers to take action and share your brand with others.

Holiday promotions

Holiday promotions are a tried-and-true strategy for driving sales. Whether it’s Christmas or New Year’s, everyone loves a festive offer.

  1. “Merry Christmas from [Brand Name]! Get 30% off all holiday gifts.”
    Incorporating the holiday spirit into your promotional message makes it feel timely and personal.
  2. “Happy New Year! Start the year with 20% off your next order.”
    New Year promotions are perfect for encouraging customers to make a fresh start with your brand.

Best practices for sending promotional text messages

To maximize the effectiveness of your promotional text messages, it's crucial to follow a few key best practices.

Timing and frequency

Send messages during optimal times—typically within business hours or late afternoons—when recipients are more likely to engage. Avoid sending messages too early in the morning or too late at night, as this can annoy customers.

Frequency is equally important. Sending messages too frequently can overwhelm your audience, while too few messages may lead to missed opportunities. A good guideline is to send no more than 1-2 promotional messages per week.

Obtaining consent: why opt-in is crucial

Before sending any promotional messages, always obtain explicit consent from your customers to ensure compliance with regulations like the Telephone Consumer Protection Act (TCPA) and GDPR. Opt-in permissions also help build trust with your audience. Use clear opt-in messages, such as "Sign up for exclusive offers via SMS," and always provide an easy way to opt-out, like "Reply STOP to unsubscribe."

Crafting a clear call-to-action (CTA)

Each promotional message should feature a direct, clear CTA. Whether it’s “Shop now,” “Claim your discount,” or “Visit our store,” ensure that the CTA is straightforward and easy for the recipient to act upon.

Tracking the effectiveness of SMS campaigns

Tracking key metrics such as open rates, click-through rates (CTR), and conversion rates is essential to evaluate the success of your SMS campaigns. By monitoring these metrics, you can identify what’s working, make necessary adjustments, and optimize your future campaigns for better results.

Legal considerations

When using SMS for promotional campaigns, businesses must ensure they are compliant with various laws and regulations designed to protect consumers from unwanted marketing and data misuse. These regulations govern the use of SMS as a marketing tool and are in place to prevent abuse, such as spamming customers with unsolicited messages. Non-compliance can result in heavy fines, legal repercussions, and damage to your brand’s reputation.

Avoiding spam and building trust

Sending unsolicited or irrelevant messages can lead to high opt-out rates and damaged trust. To build strong relationships, ensure your SMS campaigns are targeted, transparent, and respect customer preferences.

How Plivo can elevate your promotional text messages

Plivo offers an array of features that can help businesses effectively manage SMS marketing campaigns while ensuring compliance with legal regulations. With Plivo’s robust SMS solutions, you can optimize customer engagement, reduce spam, and provide valuable communication that adheres to industry standards.

Key features of Plivo for SMS marketing

  1. SMS surveys for customer feedback
    Use Plivo’s SMS platform to send survey links or questions, making it easy for customers to share feedback about your products or services. This valuable input can guide your promotional strategies.
  2. Timely alerts and notifications
    Plivo’s alerts and notifications allow you to send time-sensitive information to your customers, such as reminders for upcoming sales or limited-time offers. This helps you stay top-of-mind with your audience without overwhelming them with irrelevant messages, reducing the likelihood of your messages being flagged as spam.
  3. Dynamic SMS marketing
    With Plivo’s SMS marketing platform, you can automate your campaigns, segment your audience, and personalize your messages to target the right customers at the right time. 
  4. Automated replies with SMS autoresponder
    Plivo’s SMS autoresponder feature allows you to set up automated responses for your customers. The autoresponder ensures that your customers receive immediate acknowledgment and further information, creating a seamless and responsive experience.
  5. Effortless appointment reminders
    If your business involves appointments or bookings, Plivo’s appointment reminder feature ensures that customers receive timely notifications about their scheduled appointments. This reduces no-shows and improves customer satisfaction while offering a valuable service to your clients.

Why Plivo is the ideal choice for SMS campaigns

Plivo helps businesses to optimize communication workflows, improve customer engagement, and ensure compliance. With tools for surveys, alerts, reminders, and dynamic marketing campaigns, Plivo delivers an end-to-end solution for your promotional needs.

Ready to transform your promotional text campaigns? Explore Plivo’s SMS solutions today and unlock new ways to connect with your audience. Start now and experience seamless, compliant, and impactful communication. Request a Trial here!

Mar 21, 2025
5 mins

Best practices for multi-factor authentication account recovery

Strengthen account safety with our comprehensive MFA recovery process guide. Explore alternative methods, backup codes, and social proof strategies. Click to secure your account today.

Verify API

Multi-Factor Authentication (MFA) is an essential safeguard for protecting sensitive information. However, as crucial as it is for security, the MFA recovery process can sometimes be a double-edged sword. If users lose access to their authentication method, they risk being locked out of their accounts. Therefore, a robust MFA recovery process should be a critical part of any authentication strategy.

Let’s walk through best practices for MFA account recovery to ensure your users can easily and securely regain access to their accounts.

Authentication requirements for account recovery

While traditional MFA methods provide excellent security, the MFA recovery process requires a slightly different approach. Recovery methods must be easily accessible, and memorable, and allow for a slower authentication process. Recovering an account isn't something most users would be required to do regularly.

The key requirements for a recovery system are:

  1. Long-term memorability or access: Users need to easily retrieve their recovery method, even if they don’t use it regularly.
  2. A slower authentication process is acceptable: Since account recovery is infrequent, a slight delay in authentication is fine as long as security is not compromised.
  3. Widely usable: The recovery method must be accessible and practical for most users across different devices and locations.

The right balance is essential. Your recovery process should be secure enough to prevent unauthorized access but user-friendly enough to prevent frustration. 

Plivo’s Verify API, which supports multiple channels like SMS and in-app push notifications, can be an excellent tool for ensuring users have quick, secure access to their recovery methods.

What are the options for account recovery?

Gone are the days of relying on security questions for account recovery. The National Institute of Standards and Technology (NIST) has since recommended shifting away from these outdated methods due to their vulnerability. Today, the most reliable account recovery options involve using possession-based methods or account activity details.

1. Possession methods

Possession-based recovery methods are more secure than knowledge-based methods like security questions. Examples include:

  • Backup codes: These are typically one-time-use codes that can be generated during the initial MFA setup. Users should store these codes securely in case of device loss or other issues. While they may seem simple, they offer a solid layer of security.
  • Passkeys: A passwordless option that syncs private keys across devices, making it easier for users to recover their accounts without needing to remember complex passwords. Although passkeys are still being adopted, they offer a promising solution for both MFA and recovery.

Implementing these methods provides a secure fallback when users lose access to their primary authentication methods. Plivo’s Verify API can easily integrate into your system to deliver SMS-based recovery codes, offering both security and simplicity for users who need to regain access.

2. Account activity details

Another way to strengthen your recovery process is by leveraging account activity details. For example, asking users to confirm recent transactions or other identifiable actions can serve as a powerful recovery tool. These methods provide additional layers of security, helping to confirm a user's identity when primary credentials are unavailable.

How can social proof enhance account recovery processes?

Digital services and online platforms such as social networks or apps use trusted contacts or social proof to enhance their recovery processes. This could be a friend or family member who can verify the user’s identity. For example, platforms like Apple and Facebook use recovery contacts, allowing users to set up people who can help them regain access if needed.

However, this method works best for social networks with a large, established user base. If your service doesn’t have this feature built-in, focusing on other recovery options—such as backup codes and passkeys—can still provide strong security and ease of use.

How to strengthen your account recovery process?

To improve your account recovery process, consider the following recommendations:

  1. Register additional authentication methods: Ensure that users register multiple recovery methods during account setup. This gives them options to access their account if they lose access to one method.
  2. Design recovery processes based on data sensitivity: The higher the value of the data you're protecting, the more robust your recovery process should be. For sensitive services like financial applications, additional security layers are necessary.
  3. Require successful MFA setup before new methods: Before enabling new MFA methods, ensure users have successfully completed the MFA setup process to avoid issues during recovery.
  4. Prompt users about available recovery options: Regularly remind users of the backup methods available to them, particularly when logging in from new devices or after a password change.

Enhancing recovery process security

When enhancing your recovery process, keep these security measures in mind:

  1. Implement waiting periods: For sensitive recoveries, a waiting period can act as a deterrent for unauthorized access attempts. This gives you time to review and confirm that the recovery request is legitimate.
  2. Maintain MFA during recovery: Don’t deactivate MFA when users are trying to recover their accounts. This ensures that multiple authentication steps are still in place, preventing unauthorized access.

The MFA recovery process should always remain as secure as possible, even if it’s a bit slower than regular authentication. By adding layers of security, such as SMS or app-based MFA, you can ensure that both you and your users stay protected.

Simplify account recovery with Plivo’s Verify API

Plivo’s Verify API streamlines the MFA recovery process with secure, multi-channel options tailored to your business needs. By integrating Verify API into your authentication system, you can ensure users regain access efficiently while maintaining high-security standards.

Key features of Plivo’s Verify API:

  • Multi-Channel support: Deliver recovery codes through SMS, voice, or in-app push notifications. With support for global reach across 220+ countries, Plivo ensures reliable account recovery even in regions with strict messaging regulations.
  • Fraud prevention at no extra cost: Plivo’s built-in Fraud Shield detects and blocks fraudulent SMS activity, safeguarding your business from unnecessary costs and security breaches.
  • Zero compliance hurdles: Pre-registered sender IDs and templates eliminate regulatory paperwork, allowing you to go live instantly in key markets like the US, UK, and India.
  • Seamless integration: Plivo’s developer-first APIs and detailed documentation make it easy to integrate Verify API into your existing workflows. With sample code in popular languages like Python and Java, you can go live in one sprint.
  • Scalability: Whether supporting a small user base or scaling to millions of users, Plivo’s infrastructure ensures consistent and reliable performance, even during peak traffic.

Why choose Plivo?

  • Cost-Effective: Pay only for channel costs (SMS, voice, or WhatsApp) with no hidden fees or additional charges for verification or fraud prevention.
  • Proven performance: Achieve a 95% OTP conversion rate across multiple channels, ensuring seamless user recovery experiences.
  • Developer-Friendly: Cut implementation time by 90% with ready-to-use sample code and robust support from Plivo’s engineering team.

By leveraging Plivo’s Verify API, businesses can deliver a hassle-free, secure recovery experience while reducing support costs and protecting user data. Whether scaling globally or enhancing regional workflows, Plivo ensures your multi-factor authentication system remains intact during recovery, minimizing vulnerabilities and maximizing user satisfaction.

Take the next step with Plivo’s Verify API
Empower your business with a secure, cost-effective, and seamless account recovery solution. Whether you’re looking to improve OTP conversion rates, prevent fraud, or streamline user authentication, Plivo’s Verify API delivers the tools you need.

Get started today—integrate our Verify API in under a sprint and experience unparalleled reliability, global scalability, and expert support. Book a demo or request trial access now to see how Plivo can transform your account recovery process.

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