What it is

Voice agents that answer or place calls, wrapped in checks that run before any call is placed.

Why use it

Read this before enabling anything. Automated calling is the most regulated thing in the product, and the rules differ by country and sometimes by state.

Steps

1. Check the calling policy: permitted hours, days and jurisdiction.
2. Create an agent and write its script.
3. Leave rehearsal mode on and watch what it would do.
4. Get legal advice for every market you will call into before turning rehearsal off.

Terms

Rehearsal mode

Every check runs against your real contacts and records what it would have done, without ringing anybody. On by default.

Do-not-call registry

A list of numbers that must not be called. With none connected, every call is blocked.

Restricted topic

Something the agent must never answer on, with the exact words to say instead.

What happens next

Calling hours default to a conservative window. Widening them requires somebody to record that they took legal advice — software does not get to decide that 7am calls are acceptable.

Common problems

Every call says blocked.

Expected. With no do-not-call registry connected, nothing dials. A check that cannot verify a number must not report it as clear.

Why must I list restricted topics?

Because if a caller asks something your instructions do not cover, the agent does not go quiet — it improvises an answer. For a regulated trade that is a liability, so give it words to decline with.