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This tab protects you from breaking telemarketing laws. Everything here controls when, where, and under what rules your AI agent is allowed to make calls.
Dialing Compliance tab overview

πŸ• Schedule

Define the specific times this agent is permitted to make calls.

πŸ—ΊοΈ Calling Region

Select the US states this agent is allowed to contact.

πŸ›‘οΈ Compliance Protections

Choose which compliance safeguards should be enforced automatically.

πŸ• Section 1 β€” Schedule

Section 1 β€” Schedule settings in the Dialing Compliance tab Question it answers: When is this agent allowed to dial?

⏰ Earliest & latest dial time

Set a start time and end time for the calling window.
  • Any call scheduled outside this window is automatically held and queued until the next allowed time slot β€” it does not get skipped or lost, just delayed.
  • Example: Set 09:00 to 17:00 and the agent will only call between 9 AM and 5 PM.

πŸ“… Calling days

Seven day-chips appear: Mon, Tue, Wed, Thu, Fri, Sat, Sun
  • Click a chip to turn that day on (highlighted = active).
  • Click again to turn it off.
  • The agent will only dial on days that are active.

πŸ—ΊοΈ Section 2 β€” Calling region

Section 2 β€” Calling region settings in the Dialing Compliance tab Question it answers: Which US states is this agent allowed to call into?

🌎 The interactive state map

A hex-grid map of the United States lets you visually select states one by one. Each state is a clickable hexagon.
  • Click a state β†’ it highlights (selected / allowed).
  • Click again β†’ it deactivates (blocked).

βœ… No states selected = all states allowed

If you leave the map completely empty (no states highlighted), the agent treats that as no restriction β€” it can call all 50 states. Select specific states only if you want to restrict calling to certain regions. Click β€œView legal hours by state” to open a popup table showing every state’s legal calling window, for example: This is a reference only. To actually enforce these state-specific rules automatically, you need to turn on the Honor State Legal Hours toggle in Section 3 below.

πŸ›‘οΈ Section 3 β€” Compliance layer

Section 3 β€” Compliance layer settings in the Dialing Compliance tab Question it answers: What extra automatic protections should be active? Three toggles, each controlling a different layer of protection. Example of why this matters: Your schedule says 8 AM – 9 PM. A contact lives in Florida where calls must stop at 8 PM. Without this toggle, the agent might call that Florida contact at 8:30 PM your time. With this toggle ON, the system sees it is 8:30 PM in Florida and holds the call until the next allowed window. Turn this ON if:
  • You are calling contacts across multiple US states
  • Your contact list spans different time zones
  • You want automatic per-state legal protection without managing it manually

🚫 Toggle 2 β€” Honor DNC scrubbing

DNC = Do Not Call registry β€” a federal list of phone numbers that have opted out of receiving telemarketing calls. To use real-time DNC scrubbing, you need a DNC provider connected in your account settings. Once connected, every number is checked against the registry before the call is placed.

⚠️ Toggle 3 β€” Override the schedule

This is a high-risk setting β€” read carefully before enabling. When this is turned ON:
  • The agent ignores all time restrictions you set in Section 1
  • The agent ignores all state legal hours from Section 2
  • The agent can dial 24 hours a day, 7 days a week
  • A bright warning banner appears on screen confirming the override is active
By enabling this toggle, you confirm:
  • You personally accept full legal responsibility for any compliance issues
  • You have the legal authorization to call outside standard hours
  • The platform is providing this as a tool, not endorsing the practice
Only use this for:
  • Emergency or time-sensitive services with prior express consent
  • Situations where you have confirmed written authorization from contacts
  • Internal testing environments (never production calling lists)
πŸ“’ The override warning banner When Override is active, a blue information banner appears below the compliance settings:
Override active. The schedule and state legal hours are bypassed for this agent. Logged on the agent record.
This banner is a reminder β€” it does not go away until you turn the override off.

πŸ’Ύ Saving your settings

Click the Save compliance settings button at the bottom.
  • A success message confirms the save: βœ“ Saved
  • Changes take effect on the next call placed by the agent