Calls your customers are glad to get.
Fast calling only works if it's welcome. These rules apply to every account, every number and every call, and they are enforced by the system rather than left to a checklist.
The eight call rules
- Says it's an AI.The agent says it is an AI at the start of every call.
- Only consented leads.It calls only leads who shared their number with your business and agreed to be contacted.
- Do-not-call checked.Numbers are checked against the national do-not-call registry and your own opt-out list before every call.
- Permitted hours only.Calls happen only within permitted hours, in the lead's local time.
- Recording with consent.Recording happens only with consent.
- "Don't call me" is final.It is honored immediately and permanently.
- A person on request.Asking for a person connects to a human, with no second ask.
- No pressure.No false urgency, no misleading claims.
Every number passes four gates before it rings.
Consent on file
The lead record must show where the number came from and that the person agreed to be contacted.
Registry check
Checked against the national do-not-call registry, refreshed on schedule.
Your opt-out list
Anyone who asked you, on any channel, never to call again is skipped.
Clock check
Only inside permitted hours in the lead's time zone. Otherwise queued for the next window.
Tighter rules are always allowed.
You can narrow calling windows, lower retry limits or switch recording off entirely. You cannot switch off AI disclosure, consent checks or opt-out handling.
Calling window: 10:00 am - 7:00 pm, Mon - Sat
EditableMax attempts per lead: 3, at least 4 hours apart
EditableRecording: ask for consent at start of call
EditableAI disclosure in opening line
Always onDNC registry + opt-out list check
Always onHuman hand-off on first request
Always onWho can hear a recording, and for how long.
Retention
Recordings are kept for 90 days by default, transcripts and summaries for the life of the lead record. You can shorten either, or delete a lead's data on request.
Encryption
Call audio, transcripts and CRM data are encrypted in transit with TLS and encrypted at rest.
Access
Role-based: reps hear their own leads' calls, managers hear their team's, admins set the rules. Every playback is logged.
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