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