Compliance · 6 min read
A contact is not consent: building a defensible calling process
Why importing a lead list doesn't grant permission—and what to record before an AI agent dials.
Record where the contact came from
Source, date and how permission was obtained should live with the record, not in a separate spreadsheet.
Honor opt-outs across channels
A prospect who says stop calling should not receive texts or emails either unless they separately agreed.
Check before every dial
An eligibility gate that runs before each call—and stores its decision—lets you reconstruct any call later.
Get legal review
Software supports your process; it doesn't replace counsel. Production campaigns also need DNC and litigator screening.