Responsible calling
A better calling program
starts before the dial.
Prepare the right audience, define a clear purpose and keep the record. Product controls support the process; your business still owns the calling program.
Build the basics into the workflow.
Before the call
Keep contact provenance and your basis for calling. Apply the configured calling window, suppression and eligibility checks before a dial is admitted.
During the conversation
Use the required AI disclosure. Respect a request to stop and give the caller a clear route to the next appropriate action.
After the call
Preserve the outcome and the relevant policy evidence. Make opt-outs part of the contact record used for future calling.
Controls and responsibility belong together.
What the system records
The per-call evidence record describes the checks and policy applied to an attempt, including reasons an attempt was blocked. It supports an operational review of what the system did.
Inspect the evidence layout ↗What your business decides
Your audience, purpose, permission and applicable obligations need their own review. A software check, a purchased list or a signed waiver alone is not a conclusion that a particular call is lawful.
Read the responsibility split ↗Set up a campaign with a clear purpose.
Plan the audience, the questions and the human next step.
Read the outbound guide