Zero-party data: Why it must be part of any effective customer data strategy

Senior Content Marketing Specialist

Dave Hitchins

Senior Content Marketing Specialist

Businesses need to use customer data both legally and effectively to succeed in the world of 2024. Understanding the different types of data, how each is collected, and how they can be used is crucial. While it has been talked about for ages, from the 4th of January 2024 Google moved to the next stage in phasing out third-party cookies.  Time is running out for businesses to get their data strategies finalized to stay compliant and reduce dependency on data that will no longer be available when the third-party cookie is finally confined to history.

So where does zero party data fit into the story?

What is zero party data?

Zero-party data refers to the private information that a person intentionally shares with a business to get actual or intangible benefits. This includes information that cannot be (legally) obtained from any other source and includes personal details like email and home address, product preferences, communication channel preferences, and contextual information that would help a brand understand the customer better and provide the type of personalization that customers actually want.  

Zero party data is explicitly provided by the customer and doesn’t have to be compiled or inferred by analyzing behavioral or transactional data. It is therefore considered the most reliable and unambiguous information that a company can hold about its customers and prospects.

It also removes the ‘marketing creepiness factor’ because people have openly told a brand their preferences rather than algorithms silently working them out.  

Zero-party data is important because it provides a competitive advantage. You know something about your customer that your competitors don’t. For example, a person may have multiple email accounts and a mobile phone but may only use WhatsApp for communication. By opting in to receiving WhatsApp messages from you and telling you that it is their preferred channel, you can stop wasting time and money sending them emails and text messages that they will never engage with.

The unique benefits of zero party data

Zero-party data is highly accurate as it has been obtained directly from the customer.

Zero-party data automatically includes consent, so privacy compliance is simple.

Zero-party data can be used to drive a level of personalization and engagement that is not possible with any other type of data.

Zero-party vs first party data

The term zero party data was first used by Forrester Research as recently as 2018 when it became clear that the definition of first party data was too broad and included information that was collected in different ways. By recognizing the distinct properties of zero party data in their data strategies, businesses can treat it differently when it comes to obtaining consent, processing, and using the information.  

While first party data is also collected directly from customers, this is often done without the person knowing. How often do we blindly agree to a website’s cookie policy without reading the small print or understanding the implications?

Examples of first party data include:

  • Website browsing behavior gathered by first-party cookies
  • Mobile app usage
  • Purchase and transaction history
  • Information gathered during conversations with salespeople and helpdesk staff
  • Social media conversations

What is second party data?

Second party data is information about individuals that is shared between organizations. These could be because they are sister companies under the same parent, or because they have a strategic partnership arrangement. First party and zero party data that is gathered by one company becomes second party data once it is shared with another. It is usually of high quality and easy to verify as it is only one step away from its source.

Second party data is an important element of an effective overall data strategy in 2024, however, it is vital that customer privacy and consent legislation is followed.

What is third party data?

Third party data is data that is either purchased or obtained from freely available sources where the organization collecting the information has no direct relationship with the one using it. For example, data aggregators may compile information from multiple sources and then sell it on.

The issue with third party data is being able to verify its authenticity and that it has been obtained lawfully and with the data subject’s consent. Third party data is also obtained using cookies, the packets of code that are placed in people’s browsers that tracks their activity and then shares it with a wider network. With an increasing awareness of privacy, it is these cookies that Google and Apple have started to phase out.

Examples of zero party data

Exact classification of different data points is impossible and unnecessary as it depends on the context in which the information was obtained. For example, when it comes to an email address this could be viewed as first party data when buying an airline ticket online as the address would be required in order to receive the e-ticket.

However, when making a purchase in store the customer may be asked to voluntarily provide an email address for sending the receipt or warranty information to. In this context the email address would be viewed as zero party data.

Some common zero party data examples include:

CategoryData point
GeneralContact details – email address and phone number
Specific location
Occupation
Income bracket
Religion
Dependent details including age and gender
Hobbies and interests
Physical attributes – hair color, skin tone, right or left-handed
Retail and travelDevice and product ownership
Shopping preferences
Preferred brands of consumer goods (and reasons)
Preferred mode of travel
Business or holiday travel
Dietary requirements
Reviews and photos
Health informationPersonal stats like weight, BMI, heart rate, blood pressure
Smoking or non-smoking
Alcohol consumption
Physical and mental handicaps
Level of physical activity
Opinions Political party membership
Voting rights
Opinions and views on topical subjects

In many cases zero party data is not fixed or permanent, but that doesn’t mean that it isn’t incredibly valuable and sought after. While attributes like our hair color or whether a person is right or left-handed won’t change overnight, we are a bit more fickle when it comes to our opinions and preferences.

For example, in the final days before an election, political parties are very interested to know the voting intention of people in swing states so that they know where to spend their campaign budget for maximum impact.  

The one about the supermarket that knew a teenager was pregnant before her family did.

If you work in marketing, you will have undoubtably heard the story about the teenager who was sent coupons for baby products before she had told her family that she was pregnant. Apparently, her father stormed into the store in question and demanded to know why they were sending offers for diapers and baby food to his teenage daughter. When she finally fessed up, he sheepishly apologized to the store manager.

While this story is unverified and some have questioned whether it actually happened, it shows the (potential) power of first party data in action. By analyzing the girl’s transaction history, preferences and demographic data, the algorithms (allegedly) established that there was a high likelihood that she was pregnant, and she was added to some ‘expectant mother’ customer journey.

Another option – maybe she voluntarily told someone who worked at the store?   

What are the best ways of collecting zero party data

Getting zero party data is not about bribing or tricking people into providing information that they don’t really want to share. It is about having a strategy in place that enables you to offer real benefits and be able to present those benefits in a compelling way.

Offering fake or over-hyped benefits is pointless as it will cancel out the trust that you are looking to build up. Also, short term benefits should be avoided in favor of longer-term benefits that give both the business and customer time to build up a relationship.

For example, if you were looking to build up your contact list, you might be tempted to run a prize-draw competition which people could enter by providing you with their email address and opting-in to be contacted. However, once the winner is announced and you send your first email campaign, most of the sign ups may choose to unsubscribe as the benefit was only short-term. Unless you were able to show the long-term benefits of remaining on the mailing list.

With this in mind, here are some ideas for collecting zero party data in a sincere and transparent way that doesn’t make customers feel exploited.

  • Dynamic sign-up forms: Sign-up forms that ask for too much information up front or include options that are irrelevant to the individual are tedious and lead to high drop-off rates. By using web forms that adapt based on information the person has already provided, the process is streamlined, and people are more likely to provide zero-party data as they can see the benefits in action.
  • Customer feedback mechanisms:  Bake review requests into your business processes so that you can find out how satisfied customers are and any thoughts or ideas that they may have about improving your products and services. Better still, establish a formal research panel and offer benefits to customers that contribute. Infobip uses this approach as an important way of learning about our customers.
  • Self-assessments and quizzes: Help customers to understand their own requirements better by designing surveys that expose insights that they may not have realized. This tactic can be applied effectively across industries as diverse as real-estate, vehicle leasing, and domestic appliances. Some brands successfully incorporate elements of game mechanics into these types of tools to stimulate the competitive streak in people and extend the reach of their campaigns through social sharing.  
  • Loyalty programs with real benefits: Establish the actual value of long-term customer loyalty to your business and offer benefits and rewards that match this value. Airline frequent flyer programs are an excellent example of loyalty programs that offer rewards that travelers really want to earn.
  • Useful interactive tools:  Where possible, provide calculators, configuration tools and use virtual reality to enable customers to gain a better understanding of your products and services, become invested in the process, and provide more zero-party data. See the example below of how Nivea built a chatbot that was a key tool in collecting zero party data from their target audience.

Zero party data collection examples

Here are some examples of brands in different markets that have used creative tactics to engage with customers and win more zero-party data.

Case study: Nivea

Nivea

Read how Nivea launched a highly creative and successful campaign that used a WhatsApp chatbot to connect with new consumers in their target market and collect key zero-party data. The campaign was so successful that it achieved 207% of its reach target and is being used as a global case study for the brand.

Case study: Megi Health Platform

Megi Health Platform

Read how the Megi Health Platform incorporated a chatbot to supplement the work of health professionals by helping to gather key zero-party health data and significantly improve the efficiency of the diagnosis process.

Case study: Petpetgo

Petpetgo

Read how Petpetgo, a disruptive eCommerce brand in the pet product market, capitalized on the zero-party data that they gathered about pet owners and their beloved animals to double the purchase frequency of products by providing information about pet nutrition and health in the form of online guides, videos, and tutorials.

How to create a zero-party data strategy

If you have read this far you will have realized that this question is not valid. We shouldn’t be talking about a zero-party data strategy as if it was a separate thing. Instead, we should be concentrating on formulating an overall data strategy that recognizes the distinctness and value of zero party data and makes maximum advantage of its unique properties.

Furthermore, a future-proof data strategy should concentrate on extending the amount of zero party data that is gathered, reduce reliance on third party data, and work towards obtaining higher quality second party data through strategic alliances.  

Why you need a Customer Data Platform (CDP)

How a CDP can unlock the power of customer data by creating a single source of truth in your organization.

Find out more
Dec 29th, 2023
9 min read
Senior Content Marketing Specialist

Dave Hitchins

Senior Content Marketing Specialist

Zalo: Supercharging conversational commerce with localization and AI

In APAC, brand communication is evolving from one-way broadcasts to two-way conversations, driven by mobile-first, localized customer expectations. Discover how Infobip and Zalo help brands turn messaging into seamless, high-converting customer journeys.

Abhijeet Guha Senior Content Marketing Specialist
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For many years, messaging channels were used by brands as broadcast tools to inform customers about new product launches, features, offers, promotions, and more. It was largely a one-way form of communication, where brands did the talking, and customers were expected to listen.

However, with changing consumer preferences, this model is no longer effective in driving engagement and conversions, particularly across the APAC region, where digital adoption and mobile-first behaviors are accelerating rapidly. Today, customers prefer brand communications that are instant, personalized, and localized. 

To explore how these communication trends are evolving in APAC, we sat down for a conversation with Truong Duy Nguyen, Director- Business Development at Zalo Business Solutions.

Zalo is a leading messaging platform developed by VNG Corporation, Vietnam’s first unicorn, which specializes in game production, game studios, and digital payment apps such as Zalopay.

From Broadcast to conversations

APAC is a region where super apps play an important role in the communication landscape. People use apps like Zalo to communicate with each other and interact with businesses.  

“Today consumers are surrounded by digital noise, juggling multiple devices, screens, and apps throughout the day. Brands can no longer just push messages or promotions. They need to communicate with consumers and create a deeper connection, making each message feel personal, as if it’s meant only for them.” says Truong Duy Nguyen, Director- Business Development at Zalo Business Solutions.

Conversational messaging delivers measurable results for brands, driving higher engagement, especially in mobile-first markets like Southeast Asia. 

According to our Messaging Trends Report, there has been increase in the number of interactions on our platform on conversational messaging apps.

I think that the trend in the messaging app is that it will turn from one-way broadcasting into two-way communication. That is the most critical trend I see right now.

Truong Duy Nguyen

Truong Duy Nguyen

Director- Business Development, Zalo Business Solutions

Transforming messaging into a conversation engine

As conversational engagement accelerates, the customer journey is being redefined. Discovery, evaluation, purchase, and service are no longer separate steps scattered across platforms. Instead, they’re converging into one continuous, seamless experience often happening within a single chat interface.

Before, brands believed that simply having a presence on an OTT messaging app was enough, but now everything is about conversion. Businesses cannot just put some money to build awareness or brand presence on OTT platforms and expect results. The end goal of the customer journey is helping people purchase more easily,” says Truong Duy Nguyen.

Flexibility and convenience are important factors impacting conversions. According to a report of Morgan Stanley, 77% of U.S. consumers cite convenience as a key factor when making purchasing decisions. Users no longer want to jump between apps, websites, and payment platforms. So, you must ensure that everything needs to happen in one place, such as searching for products, viewing details, making a purchase, receiving order confirmation, and even getting post-purchase support. This journey not only needs to be seamless but also tailored to your customers.  

“On Zalo, for example, users can browse products, complete purchases, leave ratings, and re-engage with brands through official accounts, all within a single interface,” says. Truong Duy Nguyen.  It’s a win-win situation for both brands and customers.

For brands, this means fewer drop-offs, faster decision-making, and deeper insights into customer behavior. For consumers, it delivers better user experience and greater convenience at every stage of the journey. 

Users can no longer afford to switch between apps. Everything needs to happen within a single chat interface. To achieve this, brands must integrate all buying cycles into one unified OTT platform.

Truong Duy Nguyen

Truong Duy Nguyen

Director- Business Development, Zalo Business Solutions

Balancing AI and automation with human empathy

Businesses are quite familiar with automation, and most of them use it in some form or other in their processes. However, with AI gaining traction, the real challenge lies in balancing AI and automation with human touch. Although AI is helping businesses in multiple areas, such as processing large order volumes, managing customer interactions, and reducing workload, it does not mean that humans have no role to play.

“Even when companies like Microsoft or Google talk about AI, they always emphasize the role of humans in training and guiding it.”, says Truong Duy Nguyen.

Research consistently shows that consumers still prefer human support for complex, emotional, or high-value interactions.  For example, if a customer is having a problem and they want to know they can get in touch with a real person, they should be provided with the option.

In practice, this means designing conversational journeys where AI handles routine interactions seamlessly, while humans intervene at critical touchpoints to add judgment, empathy, and personalization. Therefore, businesses must maintain a delicate balance between automation and human touch.  

Make the human consider the key important touchpoints for the user, when to use automation, and when to have a human intervene to decide what is best for the user and how to tailor the experience for them.

Truong Duy Nguyen

Truong Duy Nguyen

Director- Business Development, Zalo Business Solutions

Winning APAC with a localized messaging strategy

Localization is a must-have for brands operating within the APAC region due to its diverse cultural preferences. Although most businesses today aim to adopt a localized approach, they often face challenges in managing different regional strategies for customers. Truong Duy Nguyen highlighted two important actions brands should take when it comes to localization: 

  • Tailoring strategies: Since one approach does not fit all, brands must adapt their communication strategies to suit different regions
  • Choosing a local partner: Businesses should collaborate with local technology players, as they are better positioned to understand and address the needs of local consumers. 

“For example, in Vietnam, Zalo shares the market with Meta, TikTok, and Viber. However, we deeply understand Vietnamese users. We create a unique experience tailored specifically for them on the Zalo chat app, designing features and filters that are closely aligned with Vietnamese digital life and local user behaviors.”, says Truong Duy Nguyen.

When you choose a localized strategy, you should work with the number one player in that region to help you deliver the best message to local people. Because these experts understand how to meet the needs of customers in the local region.

Truong Duy Nguyen

Truong Duy Nguyen

Director- Business Development,
Zalo Business Solutions

Infobip x Zalo: Partnership that delivers results

With so many technology companies nowadays offering similar solutions, it is often challenging for brands to choose the right partner. For Zalo, localization was one of the strongest factors for preferring us. Truong Duy Nguyen appreciated our understanding of the Vietnamese market and our capability to create local strategies for brands. 

“Infobip acts as a bridge for global companies entering Vietnam, using their solutions to interact with local users via Zalo. It enables them to fully understand the market and deploy an execution plan that fits both the local demand and the strategic direction of the global company.” says Truong Duy Nguyen. 

Some of the significant results observed by Zalo include: 

  • Many large corporations and companies are using Zalo as their primary OTT platform to interact with customers
  • Significant growth in both message volume and sales over the past one to two years

Truong Duy Nguyen mentions three reasons why global companies should use Infobip’s solutions:

  • Strong domain expertise: Infobip partners with global technology companies such as Meta and Viber, enabling it to provide local guidance to companies looking to start operations in Vietnam. 
  • Efficiency: Infobip is a forerunner in adopting new technologies and features. For example, whenever Zalo launches new features or product updates, Infobip quickly understands them and integrates them into the execution plans of global companies. 
  • Continued trust: Both Infobip and Zalo share the same vision of using solutions responsibly, without spamming or creating negative user experiences. 

Infobip helps close the gap between the local and global markets by connecting brands to Zalo. This aligns with our mission to introduce our solutions to businesses from abroad, from small and medium enterprises to large corporations, so they can use Zalo to interact with Vietnamese users in their daily digital activities.

Truong Duy Nguyen

Truong Duy Nguyen

Director- Business Development,
Zalo Business Solutions

In our five-year partnership with Zalo, we play a key role in promoting Zalo’s products, such as Zalo Official Account and Zalo Notification Services, integrating them into brands’ omnichannel strategies, and resulting in better interaction with end users. 

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Zalo for business: The complete guide

Discover Zalo, Vietnam’s top messaging app, and learn how it can enhance your business’ communication in the Vietnamese market.

Senior Content Marketing Specialist

Dan Mekinec

Senior Content Marketing Specialist

To connect with the Vietnamese audience, you need to speak their language and use the right channel to reach them on. That means getting to know Zalo, the homegrown superstar app used by 73 million people in the country, including more than 155,000 companies.

Before we dive into business use cases, let’s go through the key facts about Zalo, and why it became so popular in Vietnam.

The story of Zalo, Vietnam’s super app

Launched in 2012, Zalo is a Vietnam-based social platform that became the nation’s favorite messaging app within a decade. Like other OTT messaging apps, it enables users to text, make voice and video calls, share files and engage in group chats.

With 87% of the country’s smartphone users active on Zalo, it is the most-used messaging app in Vietnam.

As of the end of August 2024, Zalo’s monthly active user base reached 77 million people, including more than 155,000 companies, with nearly 2 billion messages sent daily. These facts sound even more impressive considering that Vietnam is among the top 10 markets in app downloads globally.

an infographic showing the top messaging platforms in Vietnam

With an 87% penetration rate in Vietnam, Zalo surpasses global messaging giants. Source: Decision Lab

Zalo is owned by VNG Corporations, a video gaming and social media startup that rose to the status of Vietnam’s first tech unicorn. The name “Zalo” is a combination of the words „alo“, the greeting Vietnamese people use when picking up the phone, and „Zing“, a suite of online services offered by VNG.

Today, Zalo is considered by many to be a “super app“, as VNG’s ecosystem offers services that range from social interactions to seamless payments, and convenient online shopping.

Like WeChat in China, KakaoTalk in South Korea, and LINE in Japan, Zalo was developed by a local company, in the local language. It offers a highly localized user experience that surpasses the ones offered by international messaging competitors. Powered by its natural language processing, it secures high engagement rates through lively stickers for conversations in Vietnamese.

example of Zalo stickers

Localized stickers are one of the reasons why Zalo triumphs over other apps. Source: zaloapp.com

Zalo implemented end-to-end encryption in May 2022, offering the same level of security similar to chat apps such as WhatsApp. On top of that, seamless integrations to services like ZaloPay, Zalo Shop, and Zalo Bank enable users to pay their bills, transfer money to friends and family, buy products online, and even get micro-loans — all in an already familiar setting.

This widespread adoption is why many organizations, such as government agencies and enterprises have also also started using the app to connect with users in Vietnam.

How businesses can use Zalo

With Zalo Notification Services (ZNS), Zalo offers many ways for businesses to engage with users and customers. Here are the most common use cases:

Authentication and verification

You can authenticate users by sending verification codes (also known as 2FA). Users who register their account on your platform will receive a Zalo message to verify their phone number or account.

example of zalo verification codes

Example of sending passwords and verification codes on Zalo.

89%

of users are highly satisfied with ZNS authentication compared to other services, according to the Intage Vietnam & Zalo Cloud report.

Top tip: Did you know that sending authentication messages on Zalo offers significant cost savings compared to SMS? You can use Infobip’s Authenticate solution to send verification codes on Zalo, combining it with the SMS failover option to ensure maximum deliverability and cost-efficiency.

Account changes and transaction notifications

You can use Zalo notifications to confirm account creation, inform about password changes, and provide account info updates. Users can receive notifications about transaction status, balance changes, and payment requests.

Examples of notifications on successful purchases and transactions on Zalo

Examples of Zalo notifications on successful purchases and transactions.

Among different types of Zalo notifications via ZNS, such as after-sales, account information, and product and service updates, users prefer transaction update notifications. 79% of respondents have shown their willingness to receive more such notifications than other types of notifications.

58%

of users interact with businesses via Zalo to get transaction status, shipping details, and appointment scheduling. Source: Intage Vietnam & Zalo Cloud report.

Order confirmations, bookings, and event updates

You can use Zalo notifications to confirm orders and provide updates on booking status, registrations, and event attendance. You can also use ZNS to send reminders for events such as payments, deliveries, check-ups, or maintenance.

Examples of notifications on successful purchases and transactions on Zalo

Example of Zalo notification on order delivery.

Customer service notifications

You can use Zalo messages to communicate service changes and account-related information. Also, gathering customer feedback through Zalo helps you improve the quality of your service.

Examples of notifications on successful purchases and transactions on Zalo

Example of a Zalo notification asking for customer feedback.

Through Zalo, you can send notifications on suspicious activity and other risk warnings.

Examples of notifications on successful purchases and transactions on Zalo

Example of notification on service hour changes.

95% of respondents to the survey prefer to receive customer service notifications from businesses on the Zalo platform, and many users are eager to recommend the platform to their family and friends. Compared to other channels such as SMS, Email, and Business Applications, more users prefer Zalo for receiving customer service notifications.

57

is Zalo’s Net Promoter Score (NPS), with 62% of people Satisfied and would recommend it (9-10 points). Source: Intage Vietnam & Zalo Cloud report.

After-sales messages

Businesses use Zalo to maintain long-term customer relationships and provide various after-sales services. According to the report, 69% of users are interested in receiving after-sales messages through ZNS.

Here are some examples of after-sales messages you can send on Zalo:

  • announce loyalty rewards
  • send birthday greetings
  • notify users about bonus points
  • send guidance on how to use purchased products
  • notify customers about upcoming products/services
  • send promotions, seasonal offers, and gift vouchers
Examples of notifications on successful purchases and transactions on Zalo

Example of a birthday gift voucher.

Channel promotion

You can use Zalo Notification Services to promote your Zalo Official Account (ZOA) and Zalo Mini App. By sending targeted notifications, you can attract more users.

Why do consumers in Vietnam prefer Zalo notifications?

Here are some of the reasons why users prefer to receive notifications via ZNS compared to other similar services:

  • Notifications feature a clear and easy-to-navigate layout and content
  • Well-balanced frequency of receiving promotional notifications
  • The amount of promotional content is limited, with minimal spam messages
  • Notifications only received from trusted businesses
  • Promotional notifications include tailored content as per users’ needs
  • Appealing design and interface of the notifications

How to get started with Zalo

There are two ways you can start using Zalo for your business, depending on whether you have a legal entity in Vietnam.

  • You can only send verification codes (account registration and verification). A fast and easy way to get started would be to use Infobip’s solution called Authenticate.
  • You can use a non-branded, generic sender, or we can create a special Zalo Official Account for your brand, exclusively for sending verification codes.
  • You can also use the SMS failover option to ensure users get an SMS in case they don’t receive a Zalo message.
  • You are eligible to create a Zalo Official Account (ZOA) and Zalo Cloud Account (ZCA) for your business. You can also use Zalo OA Followers feature to manage and respond to customers.
  • You can use Zalo OA Followers to manage and respond to customer inquiries.
  • You can engage in two-way communication through OA Followers and send one-way notifications through ZNS.
  • When using Zalo Notification Services through Infobip, you can get your daily message quota and information about your account’s quality through Infobip support teams.

You can see examples of a generic sender (left) and a branded sender (right) for sending verification codes below:

example of generic sender for OTP
example of branded sender for OTP

Video walkthroughs: sending Zalo messages with Infobip

Here is a video on sending Zalo messages with the Zalo Notifications Services (ZNS) via Infobip’s web platform:

And here is how to connect Zalo via API:

Why it’s important to keep your Zalo notifications high-quality

When using Zalo Notification Services, the feedback you get matters. If Zalo users report your messages as bad, it can affect your status.

Zalo grades Official Accounts (OA) into three categories: Good, Medium, and Low. Your grade depends on how many negative reports you get. The features you can use, like how many messages and what kind of content you can send, depend on your grade. If you’re doing well, you can send more messages. But if you get too many bad reports, Zalo might limit your messaging or even stop it for a while.

Your grade can change based on the quality of your messages over the past week. Zalo checks this every day. If your grade changes, you might have to wait a bit before you see any new features.

To illustrate all this, here are some examples: the below image shows a message template that users reported as bad. It is written in a very formal way, with the purpose of informing customers on due payments. This information can be both unpleasant to read in a Zalo message, and also unnecessary if a customer had already paid.

Example of a Zalo message template that received negative feedback

Example of a Zalo message that received negative feedback.

On the other hand, the image below shows a good example of a Zalo message. It is written in a warm tone, asking for a review of a customer order. This increases the chances of getting positive feedback, especially for orders customers are happy with.

Example of a good Zalo message asking for customer feedback

Example of a well-formatted Zalo message asking for customer feedback.

Best practices for businesses sending Zalo notifications via ZNS

Certain factors should be considered when delivering Zalo notifications via ZNS so that you receive better engagement. Here are some best practices for sending ZNS notifications.

Personalize after-sales notification content

  • Don’t send the same content to every customer, as it will result in poor engagement. Your priority should be creating personalized content for each age group and focusing on the product and service information your customers are interested in.
  • Before sending notifications to your customers, you must segment them based on their past purchases, needs, and preferences to ensure they receive relevant messages.

Maintain quality and provide valuable content

  • You should review the notification’s content before sending it to your customers to prevent any incorrect information or grammatical mistakes. You must also send notifications that address your customers’ needs and provide them with sufficient value.

Manage the notification frequency

  • Allow your customers to control how often they receive notifications via ZNS from the start. According to the Intage Vietnam & Zalo Cloud report, you should aim to send 2 to 3 notifications weekly. However, younger audiences aged between 20 and 27 are more receptive to 3 to 4 notifications.
  • With the new Promotion Quota policy effective November 1, 2024, businesses must be strategic as the monthly quota is now calculated based on past ZNS usage. You must carefully plan notification frequency to avoid exceeding the quota while maintaining customer engagement without overwhelming them.

Be reachable to your customers

  • The content of your ZNS should include an option to contact your business through a customer service phone number, email address, or a link to your website support section.
  • By applying these best practices, you can boost the effectiveness of your Zalo notifications and foster stronger connections with your customers. Personalization and quality content will help you drive higher engagement, earn loyalty, and improve your brand reputation.

Adopt the right strategy

  • You must prepare a proper strategy to understand the choice and willingness of your audience while sending Zalo notifications via ZNS.
  • According to the Intage Vietnam & Zalo Cloud report, the percentage of the satisfied group is higher when it comes to preference for receiving more ZNS compared to the neutral/dissatisfied group. The Neutral group comprises younger people between 20 and 27 years old who are aware of ZNS and open to receiving notifications compared to the older age group of from 35 to 50 years.
  • While meeting the expectations of satisfied users, you can convert the Neutral group into satisfied users by customizing notifications to fulfill users’ preferences.

To sum up: Zalo helps you save messaging costs and improve CX

Zalo is more than just a chat app. It has become a way of life for millions of Vietnamese people, which has already led to more than 155,000 companies using it. If you want to start using Zalo too, here are the key things you need to keep in mind:

  • Zalo supports the sending of verification codes for authentication and verification purposes, as well as one-way notifications, alerts, and reminders
  • Businesses without a legal entity in Vietnam can only send verification codes on Zalo using Infobip’s Authenticate, while those with legal entities can create a Zalo Official Account and send other types of messages using Zalo Notification Services
  • Zalo evaluates the quality of Zalo Official Accounts according to the sender’s bad reporting ratio (when users report messages as bad, the account may be paused)
  • To send promotional messages, like after-sales notices, new product announcements, and gift vouchers, you need to submit each type of message as a template for Zalo’s approval (it gets approved on a case-by-case basis)
  • You can send Zalo messages via API or web platform (broadcast)

If you’re an international company without a legal entity in Vietnam, you can start sending verification codes and save on messaging costs with Zalo using Infobip’s Authenticate. If you have a legal entity in Vietnam, you can use Zalo OA Followers and Zalo Notification Services (ZNS) through Infobip, reaching your Vietnamese audience the way they prefer.

Start using Zalo as a business

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Mar 25th, 2024
10 min read

WoomAI: How conversational AI is turning one-day events into year-round communities

The B2B event industry has a communication problem. It sends emails delegates do not open, builds apps they do not download, and hangs signage they walk past. Then the event ends, and the conversation stops entirely.

Nina Vresnik Content Marketing Specialist
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Tom Gavazzi has spent two decades inside this industry, personally running more than a thousand events ranging from ten-person roundtables to three-thousand-person conferences. He knows the problem from every angle. As Owner and CEO of WoomAI, a conversational AI agency built specifically for events, he is now fixing it through the one channel attendees actually open: their messaging channel.

WoomAI builds AI-powered event assistants on WhatsApp, RCS, Viber, and other platforms. No app required. No login to create. The event shows up alongside conversations attendees are already having with their colleagues and families. And beyond improving the day-of experience, the technology is enabling something much bigger: turning a three-day conference into a community that lasts all year.

Events are stuck in the past

Walk into any B2B conference today and the communication playbook looks the same as it did fifteen years ago. Emails go out. An app gets built and promoted. Signage goes up. By the time the keynote starts, most organizers have already lost their audience.

Email fails for a simple reason: attendees at a live event are filtering their inbox for what matters from work. A session update does not make the cut. Apps fail for an equally simple reason: people resist installing new software for a one-day event. Even when they do, the app ends up buried in a back screen with notifications off.

The irony is that every attendee is already reachable. Smartphones are in every pocket and messaging apps are open throughout the day. The problem has never been access. It is the channel.

Meet attendees where they actually are

WoomAI’s answer starts with a simple principle: go where the audience already is. For European, South American, and Middle Eastern markets, that means WhatsApp. In the US, iMessage. With RCS gaining ground across both, the options are growing. The underlying logic is the same everywhere: attendees already have the app, already check it throughout the day, and do not need to do anything new to start using the event assistant.

This matters more than it might sound. One persistent assumption in event tech is that attendees will adopt whatever tool organizers choose if the tool is good enough. Gavazzi’s experience suggests otherwise. People resist new software for short-duration events, and they resist it even more when they are on-site and genuinely busy. Remove the download step and adoption follows naturally.

From the moment a delegate receives their first message, they can ask the AI assistant anything: how to reach the venue, when a session starts, which sponsors operate in a particular technology space. The assistant answers from a closed knowledge base built around the event’s content rather than a general AI model.

With ChatGPT or Perplexity, hallucinations are possible. Here we have a closed database built around the event. It is much more reliable.

Tom Gavazzi, CEO of WoomAI

What an AI event assistant actually handles

Logistics questions dominate. How do I get to the venue? Are there transfers to the airport? What time does the afternoon session start? But the assistant handles more than directions. Attendees ask about speakers, dive into sponsor profiles, and receive contact cards and meeting request links directly in the conversation.

The trickier problem WoomAI has tackled is networking. It sits at the intersection of data privacy, psychology, and technology, and has historically been one of the messiest things to get right at any event. The approach is opt-in: during registration, delegates choose whether to make themselves discoverable. Those who say yes share their mobile number, which feeds into the assistant.

On-site, a delegate can search for attendees by country, seniority, or industry. The assistant returns names, titles, and companies. A one-to-one WhatsApp conversation can then start directly, with no app swap, no card exchange, and no awkward cold approach required.

For organizers, the assistant also enables broadcast messaging throughout the event: updates, reminders, polls, gamification prompts. Delegates are in control of when they check in, and because the channel is already part of their daily routine, a broadcast from the event does not feel out of place. The numbers back it up: WoomAI sees 95% open rates on broadcast messages, with more than 60% of recipients taking action on the linked content.

95% open rates on broadcast messages

More than 60% of recipients taking an action

From single event to year-round brand

Here is where the story gets interesting.

The technology that makes an event assistant useful for three days can do something more ambitious across the other 362. Gavazzi is working with clients to keep the conversation going long after the last session ends.

The model works in layers. Immediately after the event, attendees receive summaries, video highlights, and follow-up resources. In the months that follow, monthly premium content keeps the community engaged. Three to six months before the next edition, early-bird campaigns and sponsorship outreach begin, all through a channel the audience is already in and continues to open.

Two clients are a month into this model. Results are still early, but Gavazzi has already seen something shift in how those organizers think about their role. The event is no longer the product. The community is.

The Infobip partnership

Delivering AI assistants across messaging channels at scale requires infrastructure that most agencies cannot access on their own. WoomAI’s partnership with Infobip, using AgentOS as the underlying communications platform, has been central to making this practical.

The most immediate benefit was bypassing the complexity of direct access to the WhatsApp Business API. Negotiating that directly with Meta is slow and opaque for smaller teams. Working with Infobip removed that friction and added ongoing support: technical help configuring the AI agents, market intelligence on where messaging is heading, and a clear path forward as channels like RCS continue to mature.

Infobip is a top partner for us. We have all the messaging infrastructure support we need, and they keep us ahead of where the market is going.

Tom Gavazzi, CEO of WoomAI

Tom Gavazzi

Owner and CEO of WoomAI

Looking ahead

The event industry has been slower than most to think in terms of data and long-term audience value. Most organizers still measure success by how one event went. Few yet connect their event data to a CRM, run personalized re-engagement campaigns, or think of their attendee list as a community worth cultivating year-round.

Gavazzi sees that changing, and not gradually. The infrastructure to do it differently already exists: messaging channels people use every day, AI assistants that handle complexity without in-house technical teams, and engagement metrics that make traditional event analytics look thin.

The question he is posing to the industry is simple: are event organizers ready to stop thinking of themselves as one-off events and start building event brands with year-round communities and continuous engagement?

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Beyond the front desk: Why your hotel needs a chatbot

Learn how artificial intelligence is disrupting the hospitality industry and how chatbots can help hotels exceed customer expectations while lowering costs.

Senior Content Marketing Specialist

Martina Ivanović

Senior Content Marketing Specialist

Digital disruption has led to higher customer expectations, communication barriers, and increased online competition for hotels, large and small. And it’s become increasingly harder to overcome these challenges without the right tools and technology. In fact, in 2022, the World Travel and Tourism Council officially recommended that hospitality businesses “adopt innovative technological and digital solutions to improve daily operations.”

Artificial intelligence (AI) is reshaping many industries, including hospitality. The AI in hospitality market alone is estimated to value over $8,000 million (about $25 per person in the US) by 2033

But how can AI help hotels meet changing consumer expectations and increase staff satisfaction? 

Chatbots powered by AI technology can help. 

Imagine a traveler finding themselves stuck in an unknown city overnight. They stumble across your hotel online, but the number they call to reserve a room is busy and they need to sort out their accommodation fast. Then they realize they can message you on WhatsApp. Within minutes, your chatbot assesses room availability, applies a loyalty discount, and the customer writes positive reviews before they even check in. 

Using AI-powered chatbots in hotels has many more benefits than meets the eye. Let’s dive into what a hotel chatbot really is, the key advantages, how some hotels are already using them, and how you can set one up, too. 

What is a hotel chatbot?

A hotel chatbot is an AI-powered assistant designed to interact with guests in a conversational manner, typically through platforms such as websites, mobile apps, or messaging apps. Hotel chatbots are programmed to understand natural language inputs from guests and respond with relevant information or assistance based on existing knowledge, aiming to enhance the guest experience and streamline communication with hotel staff.

Hotel chatbots leverage natural language processing (NLP) and machine learning algorithms to accurately understand and respond to queries. They operate 24/7, providing round-the-clock assistance to guests. By offering instant and personalized support, hotel chatbots enhance the overall guest experience and optimize hotel operations.

Here are a few ways you can use a chatbot in your hotel: 

  • Booking assistance: Helping guests make room reservations, check availability, and provide information about rates and promotions. 
  • Answering common questions: Providing details about hotel amenities, policies, local attractions, dining options, and other relevant information. 
  • Room and concierge services: Facilitating requests for room service, housekeeping, transportation arrangements, restaurant reservations, and other guest services. 
  • Check-in and check-out procedures: Assisting guests with online check-in, providing digital room keys, and facilitating the check-out process. 
  • Feedback collection: Soliciting feedback from guests about their stay experience and handling complaints or issues in real-time. 

Hotels looking to deploy a chatbot can choose between a rule-based or AI-powered chatbot:

  • A rule-based chatbot responds to customers with menu options that trigger keywords. For example, “type 1 to see our room rates or type 2 to speak to the front desk.” Once they respond with the proper keyword, your chatbot knows which message to send next. 
  • An AI-powered chatbot, on the other hand, provides a conversational experience where customer intent is recognized and responded to accordingly. For example, a customer can say: “Hi, I want to reserve a room for 3 guests this Friday.” And your chatbot will respond with: “Sure, we have a king suite available for $150 per night. Would you like to reserve this room?”

Your new AI guest assistant

AI chatbots powered by conversational and generative AI, take it one step further, enabling them to create new content and converse through text, images, videos, and other forms of communication, in a human-like way. This eliminates the need to predefine responses, since generative AI creates them on its own based on data it’s fed, while conversational AI reshapes the content into responses that mimic natural human interactions. 

This takes personalized conversational customer experience within the hotel industry to a new level. 

Imagine there’s a big weekend event happening, and your contact center or front desk is flooded with guests trying to make last-minute reservations. It would be considerably hard to get in contact with every guest and give them proper service, such as reviewing their loyalty status or applying discounts they might qualify for.

Now imagine you set up an AI guest assistant. Customers can message you on their favorite chat app, and your chatbot can serve them within minutes. Your AI assistant knows the customer’s previous bookings, loyalty status, room preferences, dietary restrictions, and any other relevant information that would affect their experience. The best part? Your customer doesn’t need to repeat this information, because your chatbot knows it all based on a few basic details such as their name and address or birthday. 

Now what could have been a hit-or-miss situation has turned into a positive, personalized experience. 

10 ways a chatbot boosts your hotel experience

Chatbots can serve your hotel in a multitude of ways. From inviting new guests to helping longtime customers and easing processes for your hotel staff. Here are just a few of the key advantages: 

Enhanced guest experience 

When powered by AI, your chatbot can personalize each interaction and use conversation and profile data to share information that’s tailored to a guest’s preferences and interests. For example, if a guest is checking in with children, your chatbot might recommend a nearby amusement park. Or if there’s a big game happening during their visit, it can share game details and links to buy tickets.  

Now your chatbot is an extension of your hotel, impacting not only a guest’s accommodation but their overall trip and loyalty to your brand. 

Reduced operational costs 

Hotel chatbots take away tedious, mundane tasks from your staff. What used to cause long wait times at your front desk or call center can now be resolved within minutes. From making reservations and handling check-in or check-out processes to handling room service orders and setting up transportation – a chatbot powered by AI can automate repetitive tasks and lower operational costs. 

Increased direct bookings 

Aside from offloading from your front desk, a hotel chatbot can work as a sales assistant too – capturing leads, answering booking questions, and converting more website visitors. They are the first contact many guests, or those discovering your hotel for the first time, connect with. And as the first touchpoint, your chatbot can provide special offers, guide guests through the booking process, answer payment queries, and more – reducing your time to reservation.

Personalized marketing and upselling

Through machine learning algorithms, your AI hotel chatbot can analyze customer data such as demographics and preferences. This makes it easy to send targeted promotions and suggest relevant upgrades such as spa packages, restaurant reservations, or local tours and attractions to guests during their stay. 

Improved guest feedback and reviews

Listening to what guests have to say is one of the surefire ways you can enhance your hotel experience. And a hotel chatbot makes it easy for them to share the pros and cons of their visit. Whether requesting feedback after checkout, offering surveys during a guest’s stay, or promoting an incentive for customers who share their thoughts, you can train your chatbot to listen to what customers have to say and address concerns promptly – improving guest satisfaction. 

Multilingual support 

Hotels are one of the most diverse places in every city. Hosting guests from around the world can cause language barriers that affect the hotel experience. But thanks to natural language processing and AI technology, you can build a multi-language chatbot that automatically translates queries – breaking down language barriers and giving every guest the experience they deserve. 

Accessibility and inclusivity 

Chatbots have simplified the hotel experience for guests with disabilities too. Now, guests with hearing impairments can read your voice messages with speech-to-text features, and those who are visually impaired can hear your messages with text-to-speech.  

This can help them complete bookings, navigate hotel premises, communicate with your staff, make special requests regarding room setup and amenities – and in the worst-case scenario, ensure they receive tailored instructions during an emergency such as a fire alarm or evacuation. 

Data-driven insights 

Each interaction a guest has with your chatbot can be used to fuel data-driven decisions that improve your hotel experience. Here are a few examples: 

  • Identify guest satisfaction levels and areas of improvement through frequently asked questions, common complaints, and surveys 
  • Optimize your pricing strategy and tailor promotional offers based on booking patters such as peak booking times and popular room types 
  • Improve marketing campaigns and increase conversions by leveraging guest demographics 
  • Optimize workflow efficiency based on service performance metrics including response times and resolution rates 

Brand differentiation 

Although some hotels have already introduced a chatbot, there’s still room for you to stand out. Chatbots that integrate augmented reality (AR) give you an opportunity to introduce a virtual experience alongside the in-person experience. You can offer immersive experiences, such as interactive quizzes or virtual tours of your facilities and surrounding area. Or gamify your loyalty program by enabling your chatbot to award guests points for completing certain tasks during their stay – such as sending a picture of their breakfast before 10am. 

Future-proofing your hotel 

Soon, guests will expect a seamlessly integrated virtual and in-person experience. 

One way to meet these future expectations is to invest in a “smart” hotel room – where your chatbot is integrated with Internet of Things (IoT) devices to allow guests to control room temperature, lighting, and entertainment systems through voice commands or chat interfaces.

You can also set up a hands-free experience with voice recognition technology that enables guests to make requests, ask questions, and control room features through your chatbot using natural language commands. 

Choosing the right chatbot: Must-have features

The technology that powers your chatbot is what will differentiate your hotel from the competition at each stage of a guest’s journey. Certain features and functionalities are what turn basic interactions into a memorable conversational experience. 

Here are a few key features to consider when building your chatbot: 

  • Natural Language Processing (NLP): Your chatbot should be equipped with advanced NLP capabilities to understand and respond to natural language queries effectively. 
  • Integration with booking system: Seamless integration with your hotel’s booking system to allow users to check availability, make reservations, modify bookings, and inquire about rates. 
  • Integration with messaging platforms: Compatibility with popular messaging platforms such as Messenger, WhatsApp, or SMS for easy accessibility and communication. 
  • Multilingual support: Ability to communicate with users in multiple languages to cater to a diverse range of guests. 
  • Seamless handoff to human agents: Capability to seamlessly transfer complex queries or requests to human agents when necessary. 
  • Security and privacy: Ensure robust security measures are in place to protect customer data and maintain privacy standards, especially when handling sensitive information like booking details or personal preferences. 
  • Analytics and reporting: Capability to gather data on guest interactions, preferences, and trends, providing valuable insights to improve the chatbot’s performance and enhance guest experience. 

But even with the right features, simply building and deploying a chatbot can only go so far. This is why it’s important to have an adaptable and scalable solution that connects these features, interactions, and data to deliver a conversational AI experience, including: 

  • A customer data platform that uses generative AI to recommend products, locations, and services based on guest profile data. 
  • A cloud contact center that enables seamless agent takeover, without losing conversation history or context. 
  • An authentication system to verify guest identity and prevent unauthorized access to personal data. 
  • A data center that provides you with a secure and reliable data storage solution that’s compliant with the latest regulations and standards. 

Combining the right technology, features, and solutions will help you build a chatbot that enhances customer service, streamlines operations, increases security, and ultimately drives guest satisfaction and loyalty. 

Chatbot in hotels: Top use cases with examples

Several hotels have already done this. Here are a few examples: 

Marriott International 

Marriott International built a chatbot named “MC” (Marriott’s Chatbot) on Messenger. MC assists guests with booking rooms, providing information about hotel amenities, and addressing common queries.  

The chatbot also offers personalized recommendations for local attractions, dining options, and activities based on guest preferences and previous interactions. 

Aside from guests, MC assists job seekers to easily apply for open roles based on discipline and Marriott location. 

Since this implementation, Marriott has experienced more than 60% of its users returning to its virtual assistant with an average session lasting 4 minutes

Source: Chatbot guide

Hilton Hotels and Resorts 

Hilton introduced its chatbot, Xiao Xi, in 2020. The chatbot assists Hilton members and guests with answers to questions including hotel information, local weather, and current promotions. It can also provide additional advice on travel and entertain guests by offering smart suggestions and tips through training. 

And Hilton guests love it. With a 94% customer satisfaction rating, Xiao Xi has replied to more than 50,000 customer queries since its launch. 

Radisson Blu Edwardian 

“Edward” is Radisson Blu Edwardian’s AI chatbot – enabling guests to check and request hotel amenities such as towels or room service, get information about local bars and restaurants, and share complaints through SMS. Powered by natural language processing, guests interact with the chatbot in a human-like way and can be assisted by a human agent when necessary. 

Since its launch in 2017, Edward has helped over 28,000 guests from 99 countries in 59 languages, handling requests in an average of 2 minutes. 

Ready to welcome your AI guest assistant?

As technology continues to develop, guests will expect immersive experiences that blend virtual and in-person interactions. Chatbots can help hotels streamline communication, enhance guest experience, and drive efficiency in various aspects of their operations.  

And although it can seem like a long and winding road from where you might be, using a scalable solution with a team of industry experts standing behind it can make it a painless process. 

The right platform and team can take the guesswork out of: 

Set up your hotel chatbot

Talk to an expert

Learn more about chatbots

Mar 22nd, 2024
11 min read
Senior Content Marketing Specialist

Martina Ivanović

Senior Content Marketing Specialist

Why Your Clients Need Omnichannel Experience and How You Can Monetize It

Senior Content Marketing Specialist

Domagoj Puksec

Senior Content Marketing Specialist

The incredibly paced digital transformation of the past few years displayed the various mistakes companies were making worldwide.

For example, they are not communicating with their customers on their preferred channels, not linking all of the channels and the data gathered through them in one location, and advertising the wrong products and services to people who have no need or interest in them.

In short, companies are not using the unlimited potential of today’s communication technology.

Why your clients need the omnichannel experience

Before we go into details about how you, as Infobip’s partner, can monetize the omnichannel experience, let’s look at a few reasons why it is needed in the first place. The new customer journey can begin anywhere and at any time.

Whether it’s for support or engagement, one customer might want to talk to you on WhatsApp one day and then using SMS next week. Some want to solve their problems using a chatbot, while others prefer speaking to live agents – it all depends on the customer’s preference in question.

Even though end-users have demanded omnichannel experience in recent years, it is by no means the sole reason why any company should adopt it and offer it to their customers.

There are three main benefits a holistic omnichannel experience can help your clients and their customers – engagement, satisfaction, and optimization.

1. Maximize customer engagement

With a true omnichannel approach and provider at their side, your clients will be able to gather customer data in one location. This will, in turn, enable them to create detailed and accurate customer profiles they will be able to use to deliver omnichannel personalization at scale – leveraging each channel and piece of information to get to every one of their customers.

Omnichannel marketing automation allows your clients to drive revenue generation by engaging their customers using the right message over the right channels at precisely the right times.

2. Improve customer satisfaction

When thinking about showing the customer that their needs are in the center of attention of any business, one thing naturally comes to mind – solving their problems as fast and as convenient as possible.

To achieve this, customer service needs to be always-on and catered to the customer. This can easily be done with an omnichannel approach to personalize the experience for each customer. As mentioned before, customers prefer different channels and can even hop from one channel to the next as time goes by – while some quickly take up to calling, others instantly go to social media.   

This is where omnichannel support truly shines because it doesn’t only help the customer it also helps the agents streamline communications. Your clients can do this by organizing the customer’s entire conversation history in one place and equipping the customer service agents with all of the relevant information they need to address the issue at hand.

In the end, the omnichannel approach results in higher CSAT and NPS scores and reduced costs for your clients.

3. Optimize internal processes

It has never been easier to set up different types of chatbots, and as they’re evolving, so are the benefits of using chatbots.

By implementing AI-powered chatbots into the omnichannel mix, your clients can reduce the time their agents spend on FAQs and free up their time to handle more complex situations.

In the end, this allows your clients to be available instantly to their customers across multiple channels while also optimizing cost efficiency by reducing the cost of running their contact centers drastically.

How to monetize the omnichannel experience

There are four main ways you can create revenue by partnering with a communication platform provider.

1. SaaS (Service as a Service) monetization

One of the options to monetize a partnership with a communication platform provider is to get a revenue share from customer engagement solutions, for example:

Marketing automation – the revenue share here is connected to the number of engaged customers.

Cloud Contact Center – you can charge such a solution per agent license.

Chatbot building – you can charge these according to the number of communication sessions.

2. Channel usage fees

Every messaging channel has its audience and its price.

Capitalizing on different channels is an excellent option for an additional revenue stream, as you can get a substantial markup for each channel purchase.

3. Omnichannel professional services

To successfully launch and maintain an omnichannel strategy, various professional services need to come into play, for example: 

Project management – Lead the project from the initial definition of scope and monitor the going live and post go-live behavior.

Integrations – Create a bridge between two platforms. Our platform has easy-to-use APIs that can integrate easily into any existing IT ecosystem. Our APIs are being used by CRM, ERP, marketing automation platforms, chatbot building solutions.

Education and training – Train the key representatives on the client side about the ins and outs of a specific communication solution usage.

Offering these services doesn’t only create an additional source of income; it also helps you stand out to potential clients and improve existing client relationships.

4. Technical support fee

Every product needs IT support. You can create and offer different support packages, ranging from the basic ones such as best-effort support to premium packages where your responses need to be instant but can charge an appropriate price.

These are just some of the ways we can help you monetize the omnichannel experience.

Jul 13th, 2021
4 min read
Senior Content Marketing Specialist

Domagoj Puksec

Senior Content Marketing Specialist

Why your business doesn’t need to pay more for superior Voice services

How to evaluate the true cost and performance of your current Voice provider – especially in light of recent industry price increases – and learn how to find a new provider that can better meet your needs, at an acceptable price.

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With some vendors raising their prices for Voice US routes, many impacted businesses are rightly re-evaluating their Voice strategies as these increases not only disrupt budgets but also impact customer experience as features are withdrawn to save costs.

In this blog we look at how businesses affected by the price increases can reduce Voice costs without losing out on features, reliability, and reach.

The impact of price increases for Voice services

One major provider of Voice US routes has recently implemented pricing increases that more than double the cost of Voice services for US destinations.

  • Zone 1 (48 States): 88% increase
  • Zone 4 (High Cost Areas): 48% increase

To put this into context, if we take an average $0.005 increase per minute and then extrapolate this to the typical volumes of midmarket and enterprise businesses then we can see the immediate impact on operating costs.

Business Agent seats Annual minutes Price increase
Midmarket 250 25MM +$200,000
Enterprise 1,000 125MM +$625,000

Note that these are just the base cost increases and don’t take into account associated services, for example:

  • Connection fees
  • Call recording
  • Storage
  • Emergency calling
  • Insights and reporting

While these features are optional, they can significantly increase total costs if used frequently.

Facing these increases, some businesses may be tempted to look at lower tier Voice providers or use a combination of providers to take advantage of discounts on specific routes.

However, they should carefully consider the pros and cons of taking this approach where the only positive is a theoretically lower monthly bill.

The hidden costs of poor-quality Voice services

Dropped or poor-quality calls: Every dropped call wastes minutes and frustrates customers. If calls drop or lag, users are more likely to hang up without a resolution for their issue – but the business still gets billed.

Inefficient handling times: Low quality audio on Voice calls can increase AHT (Average Handle Time) and reduce FCR (First Call Resolution). As well as frustrating customers it also impacts staffing and operational costs.

Vendor fragmentation: Trying to reduce costs by managing separate suppliers for region-specific coverage leads to complexity and resource drain. What looks like a saving on monthly Voice costs just means increased staffing and administrative overheads.

How to evaluate the best Voice provider for your needs

Every business is different, but there is definitely some common ground when it comes to non-negotiable Voice requirements.

Here are some factors that you should be considering when looking to switch providers.

1. Call quality and reach

Providers that can ensure direct routes for Voice calls with zero hops mean reduced latency and noise, less dropped calls, and improved agent efficiency as a result.

2. Global coverage

Look for providers with global coverage, including local compliance routing. Even if you don’t need these routes right now, don’t put restrictions on future growth and new revenue opportunities.

3. Transparent pricing

Look for providers with clear pricing models, no hidden costs, and genuine discounts as you scale the number of minutes that you use.

4. Flexibility

Providers that offer traditional voice (PSTN) and digital voice (SIP) but also voice via more modern channels like WebRTC and OTT, and digital channels like WhatsApp and Viber.

5. Network ownership

Vendors that have their own infrastructure will have greater control over both the routing of calls and pricing, resulting in lower and more predictable costs and greater call clarity. They will also be able to resolve any issues far more quickly.

6. Unified omnichannel provider

We may be focusing on Voice now but remember that it just one of the channels that customers want to use to interact with your business. Look for a vendor that can provide SMS, WhatsApp, email, and other digital channels in one unified platform so that you can provide a consistently good customer experience across all touch points.

7. High quality support

Most providers say their prices include ‘customer support’ but in practice this can mean very different things. Look for a provider with a reputation for being responsive and proactive in resolving technical and network issues and has proven experience of different industries and global markets. This will be priceless when you need help with specific local compliance or implementation queries.

8. True value for money

As prices increase across the industry, you should ensure that you are getting bang for your buck. With the right provider you can reduce your Voice costs without sacrificing call quality, reach, or feature availability.

Migrating to Infobip’s voice service

If you have been affected by price increases from your Voice supplier, you may be looking to migrate to a provider that offers superior levels of service at a consistent, transparent, and fair price.

The migration process is probably far easier and less disruptive to your operations than you might think.

We have tools created specifically to help with migration, and for customers that want to keep their existing contact center or UCaaS/CCaaS solution and switch to Infobip for their Voice requirements, for example we have one that makes this simple and covers the following providers:

  • Cisco Webex
  • Genesys PureCloud
  • Twilio
  • Five9
  • Microsoft Teams

Infobip Voice statistics

3.5K Voice customers globally

195 countries covered

300 Voice connections globally with 145 direct connections in 69 countries

98% coverage in the US (49 states covered for CLEC license)

+100 billion voice minutes processed annually

Getting started

  • To migrate to Infobip Voice, you first need to create an Infobip account if you don’t have one already.
  • Register the number you wish to migrate through our Numbers app and provide specific details such as your current number provider and migration volume.
  • If you’re migrating a short code for the U.S., you will need to provide a CSCA receipt and a migration letter, as well as create a brand in the US Sender Registration app.
  • Create a brand in the U.S. Sender Registration app for the business associated with your campaigns.

When this is in place you can simply submit migration request and Infobip Support engineers will perform the migration on your behalf once they have checked the provided information to confirm feasibility.

You can then leverage our web interface or Voice API to route calls, send voice messages, and build Interactive Voice Response (IVR) flows.

Infobip voice features

In addition to benefiting from sensible and transparent pricing, here is an overview of some of the features that you can enjoy once you have migrated.

Customized call scenarios

Create any inbound or outbound call scenarios with our library of 60+ APIs, 50 events, and 100 languages supported.

Outbound voice messages

Use the Voice API to send messages, including one-time PINs read aloud, or create broadcasts over the web interface.

Text-to-speech

Convert text into audio files for voice messages, selecting from over 30 languages and 100+ voices.

Answering machine detection

Reduce costs by configuring the system to detect answering machines and choose to hang up the call or save the contact for a future campaign.

Start voice calls from a link

Call Link lets you instantly create a shareable link that starts a voice call with no app or account required. Just click the link to connect, making it perfect for one-time or urgent conversations.

Voice calls over the web

WebRTC lets you embed real-time voice (and video) calling directly into your website or mobile app with no downloads or plug-ins needed. With Infobip’s WebRTC SDK, developers can easily add calling features to their solutions.

Branded calling (Beta version available in US only)

Branded calling, or Branded Caller ID, is the next evolution on traditional CNAM (Caller Name), which displays caller names to add verified brand information into a phone call. With Branded Caller ID, customers can instantly see:

  • The brand name
  • Brand logo
  • Reason for the call

When it comes to updating your Voice strategy, we hope that we have provided all the information that you need to find a provider who meets all your needs, both today and tomorrow. As we have seen, cost is a factor that needs to be considered alongside quality, reach, features, and flexibility.

Want to see how Infobip can improve your Voice ROI?

Let’s run your numbers.

Why your brand’s app is anything but vogue

Ivan Ostojić

Chief Business Officer

When it comes to our wardrobes, stylists know that no matter how many trends we follow, we only wear 20% of our clothes 80% of the time. In other words, we naturally gravitate towards our favorite, tried and tested outfits time and time again. We may pack our wardrobes with options, but most of those never see the light of day. It’s the same principle at work when it comes to the mobile apps on our smartphones; over half of installed apps remain unused.

An average person has 40 apps installed on their phone. However, of those 40, only 18 apps dominate 89% of users’ time. Just like those loud printed trousers we were convinced we would one day wear, our smartphones are a digital wardrobe in need of a clear-out.

However, when the time comes to press the ‘uninstall’ button, we cannot help but think about the time, effort, and investment each brand has made in creating that dedicated app. While branded apps may have been de rigueur five years ago, the fad has proven to be a flash in the pan. As Gartner predicts, by 2025, 80% of customer service organizations will have abandoned native mobile apps in favor of omnichannel messaging to deliver a better customer experience.

A capsule approach to apps

Consumers appear to be suffering choice fatigue and are reducing the time spent across different apps. As a capsule wardrobe sees wearers favor a small selection of quality items, they are taking the same approach with apps.

With one in every two apps being uninstalled within just 30 days after download, losing about $57,000 per month as a result, it is a costly business to try to convert customers away from their preferred channels. Add in the investment required to maintain apps, and the allure of a brand app wanes further.

Now more than ever, delivering customer communications through already used and loved channels is a must. Rather than trying to tempt users away from their favored apps, it’s time to meet them where they are – be the perfect accessory, rather than reinvent their wardrobe.

While the most sought-after real estate is on customers’ smartphones, companies must consider what is most engaging and convenient through the lens of each customer. And just like fashion, what suits one customer may not suit another.

For example, research shows that the majority of users prefer using WhatsApp and chat apps as their preferred channel of communication, compared to social media or in-app messaging. For Xennials (35-44) and Gen Xers (45-54), whilst they are gradually getting comfortable with mobile-first communications, email remains a preferred choice.

This move towards more digitally-led communications will continue gaining speed, and brands must prioritize an omnichannel strategy that incorporates every applicable channel, allowing them to build a lasting connection.

The future of commerce

Moving away from apps doesn’t mean abandoning innovation or giving up on digital transformation. Quite the opposite.

After all, no two customers are exactly alike, and to match heightened expectations, we cannot adopt a one-size-fits-all approach. To craft great experiences, you need a clear picture of your customers; who they are, how they’ve engaged with you in the past, and what they are interested in right now.

It is our belief that the future of commerce lies in the heart of conversation. 

We are now moving into an environment called conversational commerce where you can do anything with a brand just with a conversation. Armed with the memory of every interaction that is fully scalable and the ability to utilize artificial intelligence to learn over time, conversational commerce can help businesses create the best personalized customer experience.

We are only on the cusp of the conversational commerce movement that could evolve in two ways – vertically and horizontally.

The recent launch of a Dior WhatsApp chatbot is one example where a vertical – in this case, the luxury beauty sector – has leveraged technology and conversational commerce to deliver innovative experiences across channels.

Horizontally, the next wave would be to create memorable experiences throughout the customer journey from authentication and activation through to purchase, providing a seamless end-to-end experience for the end customer all in one journey, that could also be rolled out across different verticals.

Meet customers where they are

Creating loyal, long-term customers means capturing consumers’ attention and serving them in places convenient to them.

Apps may have been the fashionable choice five years ago, but a simple conversation today is far more attractive to customers and far more sustainable for brands in the long run.

Companies keen to start this journey have the first-mover advantage on their side. By starting the experimentation process now, they can take the time to learn and adapt along the way to what works best for their business.

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Sep 15th, 2022
4 min read

Ivan Ostojić

Chief Business Officer

Why you need push notifications with SMS fallback

Senior Content Marketing Specialist

Martina Ivanović

Senior Content Marketing Specialist

Hyperconnectivity is the reality for most consumers and businesses today. It’s hard to imagine not being able to reach someone at any given time – or not being able to connect to your mobile data network or WiFi.

Still, it can happen. More often than we think.

With the internet so accessible, brands have begun to heavily rely on online communication channels to send transactional and promotional messages to customers. However, in cases when a customer can’t connect to those channels, it’s important for every brand to have a backup plan.

Here we share how setting up push notifications with SMS fallback can help you maximize reach for your customer communication – resulting in happier customers, higher satisfaction, and increased ROI.

  1. Push notifications vs SMS notifications
  2. What is SMS fallback
  3. Benefits of push notifications with SMS fallback
  4. Get started

Push notifications vs SMS notifications

If your brand has its own mobile app, it probably has push notifications set up. And if it doesn’t, it might have been considered at some point in time.

Push notifications are alerts that customers receive on their mobile phone – usually from an application. They pop up on the customer’s lock and home screens – and the goal, aside from informing customers of promotions or transactional events, is to bring them back to the brand’s app. In unique cases, brands might even set up geotargeted push notifications for customers passing by their stores. These are alerts that are received within a specified area – and the main goal is to increase foot traffic.

SMS notifications, on the other hand, are unrelated to a single app or website. Brands use SMS alerts for time-sensitive information such as delivery alerts, account top up reminders, or one-time PINs. Although business SMS messages come with character constraints – it’s one of the most reliable channels that isn’t dependent on an internet connection.

What is SMS fallback?

SMS fallback extends the functionality of a push notification by delivering your push messages as SMS messages instead. Businesses set up SMS fallback in cases when data traffic is unavailable.

For example, a customer places an order through your app and opts in to receive delivery updates. However, they decide to leave town for the weekend, and they turn off their mobile data to prevent unnecessary roaming charges. Luckily the brand they purchased from set up SMS fallback and the customer’s able to receive the real-time alerts on that channel rather than through push notifications.

Benefits of push notifications with SMS fallback

Although we’ve read about the benefits of both push notifications and SMS as standalone customer communication channels – here we highlight the benefits of using them together.

Higher deliverability

Push notifications, while engaging and time-sensitive, are not always the most reliable solution for getting important information to a customer. Combining the two channels will help you achieve higher deliverability in cases when a customer has their cellular data turned off.

Wider reach

Setting up SMS fallback can help you reach a wider audience. Not every customer will download your app and not every app user will opt-in to receive push notifications. Sending messages through one channel alone limits your reach. In addition, since every mobile device (smartphone or not) can send and receive SMS messages, your reach is sure to grow.

Customer loyalty

Growing customer loyalty is proving to be a competitive advantage in today’s noisy world. Push notifications with SMS fallback will help you stay proactive with your communication. Ensuring customers are always informed about their purchases, special offers, and your company updates will help you build a long-term relationship that they can depend on.

Better brand image

Brands must do what they can to meet (and often exceed) customer demands and expectations. SMS fallback can help you build a positive brand image by positioning you as a reliable and trusted brand. Giving customers the information they need more on time can result in positive reviews, higher customer satisfaction, and a higher NPS.

How to set up push notifications with SMS fallback

You can set up SMS fallback in a few simple steps.

  1. Create your push notification using Infobip’s online editor
  2. Set a specific time period in which you want your message delivered
  3. Mark SMS as your fallback option
  4. Edit your SMS message to fit within the SMS character limit if you want it to be delivered as a single message

To automate the entire process, we provide REST APIs. This means you can set up all of the steps above with just one API call.

Your push notification will be sent to all of your app users at a designated point in time. If the message fails to deliver, our system will keep retrying for the duration you configure.

When that period of time expires, SMS fallback takes over, and our platform sends an SMS to all app users who didn’t receive the push notification.

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Are you looking for a reliable Push and SMS provider?

Talk to us!
Aug 2nd, 2022
4 min read
Senior Content Marketing Specialist

Martina Ivanović

Senior Content Marketing Specialist

Why platforms outgrow their CPaaS partner

You closed the deal on Monday. By Thursday, your customer is asking when they can start sending messages. Your partner says pricing will take two weeks. That is when platforms start looking for partners who can move at their pace.

Adrian Benić Chief Product Officer
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That gap is where platform companies lose momentum. Not in the messaging infrastructure itself, which mostly works, but in everything around it: the pricing turnaround that takes days, the compliance review that stalls without explanation, the RCS registration that disappears into a queue with no visibility.

These are not edge cases. For platforms scaling across channels and geographies, they are the operating reality.

And the cost is valuable time spent by your team on repeated follow ups, leading to lost revenue, slower onboarding, and customers evaluating competitors because you can’t move quickly enough.

The invisible scaling wall

Most platforms select their first CPaaS provider based on the developer’s experience. Documentation quality, SDKs, time to first message. That decision makes sense when you are integrating SMS for a few hundred customers in a single market.

The problem surfaces later.

As your customer base grows, as you expand internationally, and as you add channels beyond SMS, you start depending on your provider for things that have nothing to do with API design: pricing turnarounds on large deals, sender registration across 44 countries within Europe’s complex messaging ecosystem, compliance approvals for new WhatsApp campaigns, and RCS onboarding for customers who want richer messaging.

This is where many providers fall short. Not because their APIs break, but because their operating model was not built for the demands of a scaling platform.

Consider what happens when a platform with thousands of customers needs to:

  • Get competitive pricing for a prospect sending high volumes across fifteen countries
  • Register a new short code with carrier-specific compliance requirements
  • Launch numbers in multiple markets and maintain available stock
  • Onboard a customer to RCS with clear timelines and status visibility
  • Resolve a delivery issue that is affecting a top-tier account during a campaign

Each of these can be time-sensitive. Each requires not just an API call, but a combination of technology and human expertise working in concert: the right tooling, the right people, and the right process. And when those interactions are slow, generic, or routed through round-robin queues where no one owns your account, the impact compounds.

Your sales team cannot close deals without pricing. Your customers cannot launch campaigns without compliance approval. Your product roadmap stalls because provisioning workflows require manual coordination that your engineering team must build around.

The operating model

Platform teams tend to evaluate CPaaS providers on technical capabilities: channel coverage, API design, delivery rates, and global reach.

The provider’s operating model, which describes how their technology and people work together to serve platform partners, is often treated as an afterthought. “Do they have support? Yes. Move on.”

This is a mistake.

What separates providers at scale is the operating model behind those APIs: the combination of self-serve technology, dedicated people across specialized roles, and structured processes that either allow you to accelerate your business or quietly throttle it.

Two-layer infographic explaining what platform teams evaluate versus what actually scales operations. Top section title: “WHAT PLATFORM TEAMS EVALUATE (API SURFACE)” Five components: Channel Coverage API Design Documentation Delivery Rates Global Reach Arrow text between sections: “Most platform teams evaluate here” “The real differentiator is here.” Bottom section title: “WHAT ACTUALLY SCALES PLATFORM OPERATIONS (OPERATING MODEL)” Stacked operational layers: Dedicated Account Team Compliance Specialists RCS Expert SLA-Backed Workflows The visual shows that operational support and workflow infrastructure are key to scaling a messaging platform.

The technology layer, including MCP servers, APIs, UIs, and workflow tooling, gives your team flexible building blocks: you still build and configure your platform, but you have optionality to do so without reinventing every integration, and instead consuming workflows.

The people layer complements this, with dedicated account managers who know your business, technical account managers who understand your integrations, compliance specialists who navigate carrier- and market-specific rules and own registrations end-to-end, and RCS experts who provide clear timelines rather than vague estimates.

These roles work together with technology, not in silos or through round-robin ticket queues, to deliver value for both your platform and your customers.

When that operating model is in place, the effects are tangible.

Pricing turnarounds across markets take days instead of weeks, because your team has context and a direct escalation path. Compliance reviews come back in three to five business days with specific, actionable feedback, because a dedicated specialist owns your submissions rather than passing them between teams. Onboarding follows clear timelines, backed by a team with 20 years of experience, expertise in launching messaging channels globally, and strong relationships with 800+ direct operators.

This is not about having better customer service. It is about whether your provider’s operating model, the interplay between their technology and their people, can keep aligning, augmenting, and pacing with yours.

RCS is the current stress test

If there is one channel that exposes the operating model gap between providers, it is RCS. My previous piece dives into the channel explosion problem: why adding RCS shouldn’t take six months.

RCS is not just another messaging API. It operates within a maturing and constantly evolving ecosystem, where compliance requirements, carrier policies, and even commercial models continue to shift by market.

Agent registration involves carrier-specific approval processes, brand verification, and ongoing adherence to rules that vary regionally. In the U.S., for example, political messaging and sweepstakes are currently prohibited.

Approval timelines can range from weeks to months, depending on the brand profile and the provider’s carrier relationships, all within an environment that remains in active flux.

For platforms, this creates a specific problem: your customers want RCS because their end users expect richer messaging experiences. But offering RCS means your provider needs to handle registration at scale, provide clear timelines, and deliver fallback to SMS when RCS is not available on a device.

Here is where the gap becomes concrete.

Most CPaaS providers, including the largest ones, treat RCS registration as a 2nd class citizen.

You submit a request, it enters a queue, and you wait. There is no API for agent creation. No programmatic way to track where a registration stands in the carrier approval pipeline, compounded by the limited people and technology interplay.

Infobip takes a different approach, and it illustrates what a platform-oriented operating model looks like in practice.

On the technology side, we recently launched a full-stack RCS Registration API that lets platforms automate the entire lifecycle: create agents programmatically via API or UI, submit for launch to carriers, track approval status in real time with step-by-step progress visibility, and go live without manual handoffs. And we are further expanding this with an MCP server providing the full RCS registration scope.

On the people side, a dedicated RCS team with deep carrier relationships works alongside your account team to provide clear timelines, pre-submission guidance, hands-on support navigating carrier-specific requirements, and best practices on how to use the channel effectively. Technology and expertise work together. The APIs handle scale; the people handle complexity, compliance nuances, and content guidance, giving it 1st class consideration.

The difference matters.

When RCS registration is an API backed by a specialized team, you can build it into your platform’s self-serve onboarding flow and know that edge cases get expert attention. When it is a ticket in a shared queue, every new customer is a manual process with unpredictable timelines.

The same logic applies to compliance more broadly.

Campaign registration, template approvals, and sender verification are not one-time setup tasks. They are ongoing operations that scale with your customer base.

A provider whose operating model treats compliance as a core capability, with dedicated specialists who guide, iterate, and enable faster launches, supported by pre-vetting tools that catch issues before submission, can turn weeks of back-and-forth into days.

A provider that treats it as just another ticket category cannot.

The international pricing trap

For platforms with a global customer base, pricing is not a simple rate card exercise.

When sixty percent of your customers are international, you need competitive rates across dozens of countries, not just favorable pricing in your home market.

That means granular, network-level pricing instead of blended and inflated, country-level pricing that erodes margins. This requires a provider with direct carrier relationships, because every intermediary hop between you and the carrier adds cost and reduces control.

Diagram comparing two message delivery architectures. Left side title: “RESELLER MODEL.” Flow from top to bottom: Platform Reseller 1 with note “Cost Leakage + Time” Reseller 2 with note “Cost leverage + Latency” Carrier with note “Additional Margin” End User device labeled “Delivered (with premium)” The stacked path shows multiple intermediary layers between the platform and the carrier, increasing cost and latency. Right side title: “DIRECT AGGREGATOR MODEL.” Flow from top to bottom: Platform Infobip Direct Carrier Relationships cube with checkmark Note: “Structural Pricing Advantage” Carrier End User device labeled “Delivered Optimised Coast.” The right side illustrates fewer hops between the platform and carrier, highlighting efficiency and pricing advantage.

But pricing is only part of the equation. Platforms also need:

  • Network-specific rate structures that reflect actual carrier costs, not one-size-fits-all international rates
  • Protected margins so your provider does not undercut you by selling directly to your customers
  • Flexible commitment models that let you structure agreements by region, by channel, or by overall volume
  • Number provisioning at scale, so launching in a new country does not require weeks or months of manual coordination

A provider with direct carrier connectivity, without intermediary hops, can offer structural pricing advantages that a reseller model cannot match. And for platforms where messaging margins are thin and competitive, that difference matters. But even here, pricing is not just a technology problem. It requires people who understand your business well enough to structure deals quickly, with the authority to move fast on competitive opportunities rather than routing every request through weeks of internal approvals.

From building operational infrastructure to consuming it

Even after you find a provider with the right operating model, there is a second layer of overhead that quietly consumes engineering capacity: the operational infrastructure you build around your CPaaS integration.

Provisioning workflows, admin tooling, webhook routing, sender registration tracking, and multi-tenant configuration.

None of that is what your customers pay for.

But it must be built, maintained, and updated every time you add a channel, enter a new market, or onboard a new segment of customers. In many platform teams, this operational layer absorbs 40 to 50 percent of integration-related engineering time, leaving a surprisingly small share for the customer-facing features that differentiate your product.

Infographic titled “Platform engineering time allocation: Operational vs Development.” Center graphic: a split gear chart showing 45% lost to operations. Left side labeled operational tasks: Provisioning Workflows Webhook Routing Sender Registration Tracking Multi-Tenant Config Compliance Tracking Right side labeled product and development work: Personalization Segmentation Orchestration Customer-Facing Features Product Innovation Key insight text: “40–50% of integration engineering time absorbed by operational infrastructure – not product features.” Bottom bar: Operational: 45% Product: 55% The graphic emphasizes that a large portion of engineering effort goes to infrastructure operations rather than product development.

For years, this was the cost of doing business. REST APIs are excellent for real-time message delivery, but they give you building blocks, not workflows. You still must orchestrate multi-step operations like provisioning a new tenant across three channels in two countries or tracking a sender registration from submission through carrier approval to go-live.

That is starting to change. With the emergence of Model Context Protocol (MCP), providers can now expose operational capabilities as consumable workflows rather than raw API endpoints.

Instead of your engineering team building and maintaining custom provisioning logic, an MCP-enabled integration lets you invoke a complete workflow, provision this customer for WhatsApp in Germany, and let the provider handle the multi-step orchestration behind the scenes.

Architecture diagram comparing messaging API infrastructure with operational workflows. Top labels: REST API – Real Time Delivery MCP – Operational Workflows Center label: “Platform Integration Layer.” Left side (REST API delivery features): Message Send Delivery Receipts Webhook Events High Throughput Low Latency Right side (operational workflow management): Sender Registration Tenant Provisioning Compliance Submission Channel Onboarding Multi-Step Orchestration The graphic shows how messaging APIs handle delivery while operational systems manage onboarding, compliance, and workflow automation.

I wrote about this shift in more detail:

The short version: REST still powers real-time delivery where speed and throughput matter. MCP covers the operational side, the multi-step setup and configuration work that tends to absorb engineering time without improving your product. The two work together, and for platforms managing hundreds or thousands of customers across multiple channels, the combination can meaningfully shift where engineering capacity is focused.

This is the technology side of the operating model, extending further. The same principle that applies to people, dedicated specialists handling complexity so your team does not have to, applies to infrastructure.

When registration, compliance, and provisioning are consumable workflows rather than custom code, adding a new channel or entering a new market takes weeks instead of months. Your engineering team spends less time building internal tooling and more time building the personalization, segmentation, and orchestration features that your customers pay for.

What to look for when you have outgrown your provider

The signs are usually clear before anyone names the problem.

Pricing requests take weeks. Tickets get bounced between teams. Compliance rejections come back with codes instead of explanations. RCS timelines are vague. International expansion requires manual effort that does not scale.

When those symptoms accumulate, the question is not whether to evaluate alternatives. It is what to evaluate for.

An operating model built for platforms, not just an API catalog

You need a provider whose technology and people work together at the pace your business requires. Multi-tenant APIs and UIs for self-serve onboarding. Dedicated account managers, technical account managers, and compliance specialists who own your relationship end-to-end. Clear SLAs, direct escalation paths, and roles that work in concert rather than in silos.

Channel readiness that extends beyond SMS

RCS, WhatsApp, Viber, and whatever comes next should be available through a unified integration, with registration, compliance, and fallback handled as managed capabilities. Registration should be API (or MCP)-driven, not ticket-driven, and backed by people who know the carrier landscape.

Global infrastructure with local depth

Direct carrier relationships across your key geographies, competitive pricing without intermediary markup, and the ability to provision numbers and senders in new markets without months of lead time.

Consumable operations, not just consumable APIs

The provider should offer operational workflows, whether through MCP or equivalent mechanisms, that let your team consume capabilities like provisioning, registration, and compliance as managed services rather than building custom infrastructure around raw endpoints.

A partner model that protects your business

Floor rates that cannot be undercut, flexible pricing structures, and a provider that sees your success as their growth rather than competing with you for your customers.

The cost of staying

Switching providers is work. There is no way around that. Migration planning, API integration, sender registration, and customer communication. It is a project, and it has a cost.

But staying with a provider you have outgrown has a cost, too, and it compounds.

Every deal that stalls because pricing takes two weeks. Every customer onboarding is stretched because compliance advice is incorrect or reviews are slow. Every product roadmap item that slips because your team is building workarounds for gaps that your provider’s operating model should be filling.

Platform teams that recognize this early tend to frame the decision correctly. It is not about finding a cheaper provider or a better API. It is about finding a partner whose operating model, the way their technology and people work together, scales with yours. So that messaging infrastructure becomes a growth enabler rather than a constraint.

The question is not whether your CPaaS provider can send messages. They all can.

The question is whether their operating model can support the demands of a platform that is scaling across channels, countries, and thousands of customers, without becoming the bottleneck.

If the answer is no, the cost of staying increases every quarter. And the longer you stay with a provider built for a smaller version of your business, the wider the gap between what you need and what they can deliver.

The real question for platform teams is not whether you need a different provider. It is whether you can afford to keep treating messaging infrastructure as a solved problem while it quietly becomes the constraint on everything else you are trying to build.

Read more:

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