Calling Practices & Data Security
How our calls run and how we protect your data. We don't give legal advice. Your company decides how its outreach meets the rules, with your own counsel.
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) Requests
- 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
- Each lead is called only when its own local time is inside your calling window
- The overall calling window is 8:00 AM to 7:00 PM Central Time, as set in Call Settings in your portal
- You can narrow the window and set recall timing in Call Settings
- Weekend calls are possible. Most clients do not use them
- Dedicated phone numbers with area codes of your choice for proper caller ID display
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