Smart Dialer Compliance

Smart Dialer Compliance is an AI-powered solution automatically analyzes call transcripts to determine whether representatives requested consent and whether customers granted it, then orchestrates appropriate data lifecycle management based on compliance requirements.

At its core, the system maintains regulatory adherence while providing operational transparency and minimal manual overhead for administrators. By retaining only compliant recordings in the primary interface, organizations can confidently navigate complex privacy regulations while maintaining productive sales and support operations.

Use Cases

• Regulated Sales Teams: Sales and support representatives making outbound calls in jurisdictions where call recording regulations vary by country or state, requiring explicit, logged consent for legal compliance

• Compliance-Critical Organizations: Companies that need to systematically audit, tag, and appropriately manage call data that does not meet specific compliance requirements

• Administrative Oversight: Administrators who require robust controls to satisfy internal privacy policies and respond to regulatory inquiries

1. AI-Based Consent Detection

The system employs sophisticated natural language processing to analyze call transcripts after completion. Using OpenAI's language models, each transcript is evaluated against specific consent criteria:

Detection Logic:

• Consent Asked: Identifies explicit requests for recording permission (e.g., "This call may be recorded, is that okay?")

• Consent Given: Recognizes clear affirmative responses (e.g., "Yes, that's fine" or "I'm okay with that")

• Timestamp Capture: Records precise moments when consent interactions occur for easy navigation

• High Accuracy Standards: Targets ≥95% accuracy for both positive and negative detection scenarios

2. Comprehensive Compliance Tagging

Consent detection results are systematically indexed and integrated throughout the platform:

• Dual Flag System: Each call receives "Rep Prompt" (consent asked) and "Customer Confirmation" (consent given) flags

Compliance Rules:

• Delete if representative did not ask for consent

• Delete if representative asked but customer did not grant consent

• Delete if either condition fails (strictest enforcement)

• Searchable in Filters: Consent status becomes filterable criteria in call search and analytics

• Visual Indicators in Call review page: Clear tagging in the call review interface shows consent status and provides direct navigation to relevant transcript sections

Admin Setup

An  admin can perform these steps:

1. Go to Data Retention settings 
2. Under "Call-Recording Consent (Dialer)" > Enable “Detect non-compliant Dialer calls” toggle to detect consent
3. Enable “Auto-delete non-compliant calls” to set compliance rules and deletion timeframes
4. Select one or both options to delete:

• • Delete calls when rep asked but prospect denied consent

  • Delete calls when consent was not requested by rep

5. Set a timeframe between non-compliant call detection and deletion

2. Validation Period (Recommended)

   • Start with "Detection Only" mode to validate AI accuracy

   • Review tagged calls to ensure detection quality meets expectations

   • Adjust settings based on initial results

User Flow

1. Call Processing

   • Dialer calls are automatically processed after completion

   • AI analyzes transcript for consent indicators

   • Results are tagged and stored in call metadata

2. Call Review Experience

   • Users access calls through standard interface

   • Consent status is clearly displayed in call details

   • Navigation links provide direct access to consent-related transcript sections

3. Administrative Oversight

   • Administrators monitor compliance rates through dedicated dashboards

   • Review deletion logs and audit trails

   • Adjust policies based on regulatory changes or organizational needs