Shared responsibility
Security, privacy, and certification details are available at trust.callers.ai.
Consent
In the US, the TCPA generally requires prior express consent for calls and texts to mobile numbers that use an automated system or an artificial or prerecorded voice. Marketing calls and texts generally need prior express written consent. Other countries have their own consent rules.- Collect and store proof of consent for every contact you upload (when, how, and for what).
- Make sure consent covers each channel you use: voice, SMS, WhatsApp, and email.
- Don’t upload purchased lists without verified consent.
- When a contact revokes consent in any way, stop contacting them.
Calling hours
US federal rules generally limit telemarketing calls to between 8 a.m. and 9 p.m. in the recipient’s local time, and some states are stricter. Other countries have their own limits. In the agent’s Availability settings:- Add time slots that stay within the strictest hours that apply to your list.
- Turn on Use Contact’s Time Zone so windows apply in each contact’s local time, estimated from the phone number’s country and area code.
- Be careful with Allow calling outside working hours in pre-call chat. It lets the agent call right away when a contact agrees by text, even outside your windows.
Do Not Call
Callers checks Do Not Call lists before it dials. Configure these in the agent’s settings:
Manage your account list under Contacts → Do Not Call. Each entry shows a reason, such as Asked not to call in a phone call, Asked not to call via SMS, Found in DNC registry, or Manually uploaded. You can add numbers manually or import a CSV, for example to sync a suppression list from your CRM.
See Do Not Call.
Opt-outs on text channels
- SMS: When a contact replies with a standard opt-out keyword such as STOP to a Twilio number, Callers marks them as unsubscribed and stops messaging them. A START reply resubscribes them.
- SMS and WhatsApp: After each conversation, Callers analyzes the replies and marks contacts who ask to stop as Unsubscribed.
- Email: Replies asking to stop are detected the same way, and unsubscribed contacts aren’t emailed again. Include clear opt-out wording in your email template.
A2P 10DLC for US SMS
US carriers require businesses that send SMS from standard 10-digit local numbers to register a brand and campaign (A2P 10DLC). Unregistered traffic may be filtered or blocked. Toll-free numbers have their own verification process.- Twilio SMS: register in your Twilio account.
- Telnyx SMS: register in your Telnyx account.
WhatsApp rules
- Business-initiated conversations must start with a template approved by Meta. See WhatsApp.
- Free-form messages are allowed only within 24 hours of the contact’s last message. After that, you need an approved template to re-engage.
- Choose the right template category (for example, Marketing or Utility). Mis-categorized templates are a common reason for rejection.
- You need the contact’s opt-in to receive WhatsApp messages from your business.
Recording disclosure
Calls are recorded by default. Many jurisdictions require you to tell the other party, and some require consent from everyone on the call.
For outbound agents, add a short disclosure to your first step and turn on Speak with no interruptions for that step so it is always heard in full:
Hi, this is Sam, a virtual assistant calling from Acme. This call is recorded for quality purposes.See Call recording and limits.
Disclose that the agent is AI
Some laws require callers to disclose the use of artificial or AI-generated voices, and more are being introduced. Even where it isn’t required, disclosing builds trust and reduces complaints.- Say that the contact is speaking with a virtual or AI assistant in the greeting.
- Add an instruction or scenario so the agent answers honestly if asked “Am I talking to a robot?”
- Offer a way to reach a person, such as a transfer to your team or a human operator queue.
Data retention and sensitive data
See Security and privacy and Team and permissions.
Checklist
You have documented consent for every contact and channel.
Calling windows follow the contact’s time zone and the strictest applicable hours.
Account DNC is on and updates automatically; federal and state registry checks are set as required.
Your existing suppression lists are imported into the account DNC list.
First text messages explain how to opt out; US SMS numbers are 10DLC-registered.
WhatsApp agents use approved templates.
Recording and AI disclosures are in place.
Retention and sensitive data settings match your policies.
Related
Do Not Call
Manage your account DNC list and registry checks.
Security and privacy
Retention, masking, and access controls.
Go-live checklist
Everything to check before launch.
Trust center
Security and compliance documentation.