Setup steps
1
Write the opening notice
Use clear language that tells callers they are speaking with an AI receptionist and how the call may be handled.
2
Decide whether to record
Recording should be enabled only when there is a lawful basis, appropriate caller notice, and a clear retention purpose.
3
Add opt-out paths
Callers who ask for a person, decline recording, or raise sensitive topics need a transfer, callback, or alternate path.
4
Verify regional requirements
Consent rules vary by jurisdiction and call type. Customers should confirm requirements for the business location and caller locations.