Compliance & Data Security
Built-in compliance and enterprise-grade security from day one.
Call Recording & Documentation
- Every call is recorded with a playback link, creating a reliable audit trail
- Full transcripts are generated and stored for every conversation
- AI-generated summaries capture key points, outcomes, and next steps
- All recordings, transcripts, and data are stored in enterprise-grade cloud infrastructure
Do Not Call (DNC) Compliance
- DNC requests are honored immediately — the agent exits the call and flags the lead
- DNC-flagged leads are permanently removed from the calling queue
- Leads are never called again after a DNC request, across all runs
- Common DNC phrases are recognized automatically ("remove me," "do not call," "stop calling")
Data Isolation
- Each client's data is completely isolated — no other client can see your leads, results, or account information
- Separate data storage, separate spreadsheet tabs, separate portal instances
- Admin access is role-protected with authentication
Payment Security
- All payments processed through PCI-compliant payment infrastructure
- Purchases require password re-entry and card verification
- No payment information is stored on our servers
AI Transparency
- If directly asked, the agent identifies itself as an AI assistant
- The agent never claims to be human when directly questioned
Calling Hours & Compliance
- Calls are placed during business hours only: 8:00 AM — 7:00 PM CST, Monday through Friday
- No weekend calls
- Configurable calling windows (can be narrowed, never widened beyond compliant range)
- Dedicated phone numbers with area codes of your choice for proper caller ID display
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