Make Bulk Calls using Ruby

    Overview

    Making an outbound call acts as a base call flow in many of the use-cases that you will be implementing on the Plivo platform, and this tutorial will help you to make your first outgoing call with Plivo. In this guide, we will show you how to make an outgoing call to a phone number of your choice and greet the user with a text-to-speech message once they answer the call.

    Start your implementation with Plivo to make bulk calls using PHLO or the traditional API/XML way. PHLO allows you to create and deploy the call flows using its intuitive canvas in few clicks. Refer to the instructions from the respective tabs below to start your integration with PHLO or XML as you wish.

    To make your first bulk call, you can create and deploy a PHLO with a few clicks on the PHLO canvas. PHLO also lets you visually construct your entire use-case. With PHLO, you only pay for calls you make/receive, and building with PHLO is free. You can refer to the below instructions in the Using PHLO tab to begin your implementation.

    Outline

    Outbound- Call Flow

    Implementation

    In this section, we will guide you to create a PHLO to make a bulk call.

    Prerequisites

    1. Create a Plivo Account(if you don’t have one already): You can sign up with your work email address and complete the phone verification step using your mobile number.
    2. Set up your Dotnet dev environment: To set up your dev environment in your .NET(C#) programming language, please refer to the instructions available in the Set up Your Dotnet Dev Environment section.
    3. Buy a Plivo number(optional): You must have a voice-enabled Plivo phone number if you are willing to receive incoming calls. You can purchase numbers from the Numbers section of your Plivo Console. It is also possible to purchase numbers using the Numbers API.

    Create the PHLO

    You can create a PHLO by referring to the below instructions to make a bulk call:

    Create a PHLO for bulk calls

    • On the side navigation bar, click PHLO. The PHLO page will appear and display your existing PHLOs, if any. If this is your first PHLO, then the PHLO page will be empty.
    • Click Create New PHLO to build a new PHLO.
    • On the Choose your use-case window, click Build my own. The PHLO canvas will appear with the Start node.
      Note: The Start node is the starting point of any PHLO. You can choose between the four available trigger states of the Start node; Incoming SMS, Incoming Call, and API Request. For this PHLO, we will use the API Request trigger state.
    • From the list of components, on the left hand side, drag and drop the Initiate Call component onto the canvas. This will add a Initial Call node onto the canvas.
    • Connect the Start node with the Initiate Call node, using the API Request trigger state.
    • Configure the Initiate Call node with the caller ID using the From field. Enter all the numbers you wish to call in the To field.
    • Once you have configured a node, click Validate to save the configurations.
    • Similarly, create a node for the Play Audio component and connect it to the Initiate Call node using the Answered trigger state.
    • Next, configure the Play Audio node to play a specific message to the user. For example, in this case, “Hello! you just received your first inbound call”.
    • Connect the Initiate Call node with the Play Audio node, using the Answered trigger state.
    • After you complete the configurations, provide a friendly name for your PHLO and click Save. Your PHLO is now ready. You can trigger the PHLO and test it out. For more information, refer to the below section.

    Set up Your Ruby Dev Environment

    You must set up and install Ruby and Plivo’s Ruby SDK to make a bulk call. Here’s how.

    Install Ruby

    Operating SystemInstructions
    OS X & LinuxYou would already have Ruby installed, you can check this by running the command ruby --version in the terminal. If you don't have it installed, you can install it using homebrew.
    WindowsTo install Ruby on Windows you can download it from here and install.

    Install Plivo Ruby Package

    • Create a project directory, run the following command:

      $ mkdir myrubyapp
      
    • Change the directory to our project directory in the command line:

      $ cd myrubyapp
      
    • Add this line to your application’s Gemfile:

      gem 'plivo', '>= 4.3.0'
      
    • And then execute:

      $ bundle
      
    • Or install it yourself as:

      $ gem install plivo
      

    Trigger the PHLO

    Once you have created and setup your Ruby dev envrironment, you can go to your Plivo Consolse and copy the PHLO_ID. You can integrate a PHLO into your application workflow by making an API request to trigger the PHLO with the required payload.

    With Static Payload

    You can choose to either configure the mandatory params required for a PHLO while creating the PHLO itself or, you can pass the params as payload while triggering the PHLO from your app.

    Note: When you configure the params while creating the PHLO, the values are hardcoded, and they act as static payload.

    With Static Payload

    Code

    Now, create a file called trigger_phlo.rb and paste the below code.

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    require 'rubygems'
    require 'plivo'
    
    include Plivo
    
    AUTH_ID = 'AUTH_ID'
    AUTH_TOKEN = 'AUTH_TOKEN'
    
    client = Phlo.new(AUTH_ID, AUTH_TOKEN)
    
    # if credentials are stored in the PLIVO_AUTH_ID and the PLIVO_AUTH_TOKEN environment variables
    # then initialize client as:
    # client = Phlo.new
    
    begin
      phlo = client.phlo.get('phlo_id')
      response = phlo.run()
      puts response
    rescue PlivoRESTError => e
      puts 'Exception: ' + e.message
    end
    

    With Dynamic Payload

    To use dynamic values for the parameters, you can use the liquid templating params while creating the PHLO and pass the values while triggering the PHLO.

    With Dynamic Payload

    Code

    Now, create a file called trigger_phlo.rb and paste the below code.

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    require 'rubygems'
    require 'plivo'
    
    include Plivo
    
    AUTH_ID = 'AUTH_ID'
    AUTH_TOKEN = 'AUTH_TOKEN'
    
    client = Phlo.new(AUTH_ID, AUTH_TOKEN)
    
    # if credentials are stored in the PLIVO_AUTH_ID and the PLIVO_AUTH_TOKEN environment variables
    # then initialize client as:
    # client = Phlo.new
    
    begin
      phlo = client.phlo.get('phlo_id')
      #parameters set in PHLO - params
      params = {
         from: '+14157778888',
         dest1: '+14157778889',
         dest2: '+14157778890'
      }
      response = phlo.run(params)
      puts response
    rescue PlivoRESTError => e
      puts 'Exception: ' + e.message
    end
    

    You can get your Auth_ID and Auth_token from your dashboard AUTHID

    You can find the PHLO_ID on the PHLO Listing page. PHLO Listing

    Test and Validate

    You can save the file and use the below command to run your code.

    $ ruby trigger_phlo.rb
    
    Note: If you are using a Plivo Trial account for this example, you can only make calls to phone numbers that have been verified with Plivo. Phone numbers can be verified at the Sandbox Numbers page.

    A unique feature of Plivo’s REST APIs is that you can make bulk (multiple) calls using a single API request. To make bulk calls, make an HTTP POST request to the Call API similar to placing a single outbound call, with the additional step of adding multiple ‘to’ destination numbers by separating each phone number with the “<” character.

    Outline

    Outbound- Call Flow

    Implementation

    In this section, we will guide you in setting up an app using Plivo’s API/XML to make a bulk call. First, let’s make sure you meet these prerequisites before we dive into the code.

    Prequisites

    1. Create a Plivo Account(if you don’t have one already): You can sign up with your work email address and complete the phone verification step using your mobile number.
    2. Set up your dev environment: To set up your dev environment in your preferred programming language, please refer to the instructions available in the Setting up the Dev Environment Guides.
    3. Buy a Plivo number(optional): You must have a voice-enabled Plivo phone number if you are willing to receive incoming calls. You can purchase numbers from the Numbers section of your Plivo Console. It is also possible to purchase numbers using the Numbers API.

    Prerequisites

    This section will guide you through how to use Plivo APIs to make voice calls from your application. First, let’s make sure you meet these prerequisites before we dive into the code.

    • Plivo Auth Id and Auth Token: You will find your Plivo Auth Id and Auth Token on the home screen of your Plivo Console. Click here to sign-up for a Plivo account if you haven’t already!

      credentials

    • Plivo Phone Number(Optional): You can purchase numbers from the Numbers section of your Plivo Console and use the same as the caller ID for the outbound call. This number will also help you receive incoming calls as you must have a voice-enabled Plivo phone number to do the same. Please note that you can also purchase numbers using the Numbers API.

      Buy New Number

    • Answer Url: When a call is answered by the destination_number, you can control the call flow with the help of the answer_url set in the API request. Plivo will invoke the answer_url specified as soon as the call is answered and expect a valid XML response with instructions to handle the call. For example, you can use https://s3.amazonaws.com/static.plivo.com/answer.xml as answer_url to test your first outgoing call. The XML response of this is:

      <Response> 
      <Speak>Congratulations! You've made your first outbound call!</Speak> 
      </Response>
      

      As you can tell, the XML above holds instructions to say ‘Congratulations! You’ve made your first outbound call!’ to the callee. You can find the entire list of Plivo XML verbs and their details in the XML Reference section of the website here.

    Set up Your Ruby Dev Environment

    You must set up and install Ruby and Plivo’s Ruby SDK to make a bulk call. Here’s how.

    Install Ruby

    Operating SystemInstructions
    OS X & LinuxYou would already have Ruby installed, you can check this by running the command ruby --version in the terminal. If you don't have it installed, you can install it using homebrew.
    WindowsTo install Ruby on Windows you can download it from here and install.

    Install Plivo Ruby Package

    • Create a project directory, run the following command:

      $ mkdir myrubyapp
      
    • Change the directory to our project directory in the command line:

      $ cd myrubyapp
      
    • Add this line to your application’s Gemfile:

      gem 'plivo', '>= 4.3.0'
      
    • And then execute:

      $ bundle
      
    • Or install it yourself as:

      $ gem install plivo
      

    Create the Bulk Call App

    Once you have the above prerequisites set, You can follow the below instructions to create an app to make an outbound call and leave a text-to-speech message once the call recipient answers the call.

    Now, create a file called bulk_call.rb and paste the below code.

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    require 'rubygems'
    require 'plivo'
    
    include Plivo
    include Plivo::Exceptions
    
    api = RestClient.new("YOUR_AUTH_ID", "YOUR_AUTH_TOKEN")
    
    begin
      response = api.calls.create(
        'the_callerID',
        ['the_destination_number1', 'the_destination_number2'],
        'http://s3.amazonaws.com/static.plivo.com/answer.xml'
      )
      puts response
    rescue PlivoRESTError => e
      puts 'Exception: ' + e.message
    end
    
    Note:
    • Replace the placeholders auth_id & auth_token with your credentials from Plivo Console.
    • We recommend that you store your credentials in the auth_id & auth_token environment variables, so as to avoid the possibility of accidentally committing them to source control. If you do this, you can initialize the client with no arguments and it will automatically fetch them from the environment variables
    • You can use ENV to store environment variables and fetch them while initializing the client.
    • Replace the placeholder the_callerID with the Phone number which you have purchased, the_destination_number1 and the_destination_number2 with the phone number you will be making calls to.
    • Both the_callerID, the_destination_number1 and the_destination_number2 should be in E.164 format, for example +15671234567.

    Test and Validate

    Once you have created the Bulk Call App, you can save the file and use the below command to run your code.

    $ ruby bulk_call.rb
    
    Note: If you are using a Plivo Trial account for this example, you can only make calls to phone numbers that have been verified with Plivo. Phone numbers can be verified at the Sandbox Numbers page.

    Common Use Cases for Outbound Calls

    Most of the use cases contain an outbound call as part of the call flow. For example, use cases like Voice Notifications, Voice Alerts, Voice Survey, Voice Broadcasting, Voice OTP involve outbound calls as part of their call flow.