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Consent for AI calls
AI calling consent, asked on WhatsApp and kept on file
Two things are checked before your AI agent rings anyone: has this person said YES to your WhatsApp calling consent question, and are they on your do-not-call list? The question goes out under your business’s name, every answer is kept on file, and your other dialers can ask the same list before they ring.
- One do-not-call list
- No calls outside 08:00 to 21:00, their time
- Every reply on file for 5 years at least
Thursday
Thanks for asking for our brochure. It’s attached, with this season’s worktop colours.11:20
TodayKitchen Showroom here. Would it be all right for us to ring this number to arrange your design visit? The call may be made by our AI voice assistant, which is an artificial voice. Reply YES if that suits you, or NO if not. Saying yes doesn’t commit you to buying anything, and you can send STOP whenever you like. Privacy: kitchens.example/privacy18:02
YES18:09
Message
How it runs
In order, from first message to first call
Nothing is rung until the first two steps are done. The fourth can happen at any point, and it always wins.
Your business asks
One WhatsApp message goes out in your business’s name: may we call you about this, and may the call use an AI voice? The person replies YES, NO or STOP.
The answer is filed
Their exact words are kept with the version of the question they saw, on a record that can only ever be added to.
A call at a sensible hour
A YES puts the person in the queue for an AI call campaign, and the AI agent rings when it’s within calling hours where they live.
A stop overrides the lot
A STOP on WhatsApp, or “please don’t ring me again” said on a call, adds the number to the do-not-call list, and any call already queued for it is cancelled.
The question
Your WhatsApp calling consent message, as it’s sent
The message carries your business name and the reason for the calls, and says plainly that an AI voice may be used. It links your privacy page and asks for YES, NO or STOP. Every edit makes a new version, and the old ones are kept.
Say a kitchen showroom in Leicester wants to arrange design visits. It asks the people who requested a brochure on WhatsApp in the last 30 days whether its AI assistant may ring them about it.
- Who you can ask: people who wrote in recently, a past WhatsApp campaign, pasted lines, or a CSV file of up to 2 MB
- Skipped without you doing anything: do-not-call numbers, people who’ve already said yes and anyone asked lately
- Only sent during the person’s own daytime, and never more than twice in 30 days
CasaTelecom
DashboardCall flowsFlows templateAI SuiteCRMAI call consentOverviewConsent listAI callsDo-not-call listEvidence & auditConnect dialer or CRMTelephony SuiteReports
Ask for consentThe question goes out on WhatsApp, under your business name
Consent list
1. Who do you want to ask?
Name of this request
Brochure requests, October
Source
People who wrote on WhatsAppA WhatsApp campaignPaste numbersCSV file
Wrote to you in the last
30 days
63 numbers found · 51 will be askedLeft out: 3 do-not-call, 7 who said yes before, 2 asked lately
Check the list
2. What they will readChange
Kitchen Showroom here. Would it be all right for us to ring this number to arrange your design visit? The call may be made by our AI voice assistant…Your approved template · design_visit_question
Goes out in the person’s daytime only. Unanswered questions expire.
Send the question
Replies
YES, NO, STOP and START, one by one
The time limits shown are the defaults. You can change them in the consent settings.
| They reply | AI calls | What happens next |
|---|---|---|
| YES | Allowed | Good for 12 months by default. If they reply NO later, it’s withdrawn. |
| NO | Not allowed | They aren’t asked again for 180 days by default. |
| STOP | Stopped at once | Campaign messages and AI calls stop, anything already queued is cancelled, and from then on the number is on your do-not-call list. Lifting it takes a START from the person themselves. |
| START | Not until a new YES | Messages are allowed again, but nobody rings until they say YES to a fresh question. A number your team blocked stays blocked. |
Calling rules
The rules every call has to pass
Each rule is checked when a person is queued and again just before the call. If anything changes in between, they’re taken back off the queue.
- A YES to the exact question, given within the last 12 months
- Between 08:00 and 20:00 local time by default, and never outside 08:00 to 21:00
- At most 3 tries at a number in any 24 hours, counting every campaign
- Sundays and any dates you’ve blocked are left alone
- A number whose time zone isn’t known is never rung
One more condition lives in the phone settings: the person’s country has to be one of your allowed countries for calls, or the call can’t go out.
Evidence
Every answer, sealed in order
Every question, answer and withdrawal goes onto a chain of records that can only be added to. Each record is sealed together with the one before it.
- Verify goes back over every record, first to last, and says so if one has been edited or deleted
- The activity log records changes to the settings and the lists, and who made them
- Open anyone’s timeline to see the question they saw, their exact words and when they replied
- Kept for 5 years at the very least, and ready to export to CSV whenever someone asks you for proof
CasaTelecom
DashboardCall flowsFlows templateAI SuiteCRMAI call consentOverviewConsent listAI callsDo-not-call listEvidence & auditConnect dialer or CRMTelephony SuiteReports
Evidence & auditCan only be added to. Each row is sealed with the one before it.
Verify the evidence
Checked 1,906 records: nothing changed or removed
Consent evidenceActivity log
| # | When | Number | Event | Channel | Their words | Fingerprint |
|---|---|---|---|---|---|---|
| 1906 | 22 Oct 18:09 | +44 7700 ••• 214 | Agreed to AI calls | “YES” | 3e1a…77c0 | |
| 1905 | 22 Oct 17:58 | +44 7700 ••• 871 | Put on do-not-call list | During an AI call | “Please don’t ring me again” | b90d…1f42 |
| 1904 | 22 Oct 16:20 | +44 7700 ••• 033 | Said NO | “No thanks” | 58c2…e019 | |
| 1903 | 22 Oct 11:07 | +44 7700 ••• 650 | Withdrew consent | “stop sending these” | 0f7b…a3d8 | |
| 1902 | 21 Oct 19:41 | +44 7700 ••• 498 | Agreed to AI calls | “Yes please” | c46e…9b25 |
Do not call
Three ways a number gets blocked
Once a number’s on this list, the AI agent won’t ring it, and WhatsApp campaigns and the inbox leave it out.
A reply that says STOP
A reply of STOP adds the number at once. It’s understood in many forms, including French, Spanish and Arabic.
Heard during an AI call
“Please don’t ring me again” works the same way, once the do-not-call tool is ticked on the agent.
Entered by hand, with a reason
Your team can add a number and note why. If it’s taken off later, the entry’s history stays on file.
One exception to know about: the WhatsApp tool an agent can use mid-call doesn’t consult this list. Don’t give that tool to the agents that make your AI calls.
Other dialers
Your other dialer can ask the list too
Your other dialer or CRM can put one question to the list before it rings: may I ring this number now? The reply is a plain yes or no with the reason, plus the hours that apply when it’s a yes.
- Each system gets its own private key, and it only works from the IP addresses you entered for it
- Make the check at the moment of dialling, not the night before: each yes uses up one of the number’s 3 attempts in 24 hours
- If someone tells that system they don’t want calls, it can send the number back to go on your do-not-call list
CasaTelecom
DashboardCall flowsFlows templateAI SuiteCRMAI call consentOverviewConsent listAI callsDo-not-call listEvidence & auditConnect dialer or CRMTelephony SuiteReports
Connect your dialer or CRMYour other systems ask the list before every call
Create a key
Your keys
| Name | Key | Allowed from | Use | Status |
|---|---|---|---|---|
| Showroom dialercreated 2 Oct | …k7Q2 | 203.0.113.24 | 3182 min ago | active |
| Old spreadsheet macrocreated 14 Aug | …w0Ze | 198.51.100.7 | 4112 Sep | revoked |
Your dialer asks
POST /api/aic/check
X-AIC-Key: ••••••••
{"phone": "+447700900214"}The answer
200 {"allowed": true,
"reason": "ok",
"timezone": "Europe/London",
"window": {"start": "09:00",
"end": "19:00"}}Before you start
What has to be in place first
The app’s overview page keeps this list for you, with a Set up link beside anything that isn’t done yet.
CasaTelecom
DashboardCall flowsFlows templateAI SuiteCRMAI call consentOverviewConsent listAI callsDo-not-call listEvidence & auditConnect dialer or CRMTelephony SuiteReports
AI call consentWho may be rung, who’s been asked and what’s still to set up
Ask for consent
Can be called186said YES, still valid
Waiting for an answer5asked, no reply yet
Expiring in 30 days12ask them again first
Do-not-call23never rung again
AI campaigns running164 calls done, 7 stopped by the rules
Before you start6 / 7 ready
- ✓WhatsApp connected with its App Secret
- ✓WhatsApp replies are arriving (webhook)
- ✓Business name and consent message saved
- ✓Approved consent template, matching your current consent message
- ✓At least one AI voice agent
- ✓In-call “do not call me” tool published to your AI voice agents
- !AI dialer switched onSet up
Answers in the last 30 days
Asked51
Delivered50
Read47
YES31
NO9
No answer6
40 of 46 answered, and 31 of the 40 said YES.
Your calling rules
Calling hours09:00–19:00, their timeSundaysNo callsCalls per number3 at most in 24 hA YES is valid365 days
- Level 2 business verification, done on the main account
- WhatsApp connected to the account, with the App Secret pasted in
- The basics filled in: who’s calling, the reason for the calls and where your privacy page lives
- Meta’s approval for the consent template
- An agent greeting that admits it’s an AI assistant, names your business and offers people the chance to ask for no more calls
- The do-not-call tool switched on for that agent, at its Connections step
What’s the point of the WhatsApp question?
Rules on automated and AI-voice calls differ from country to country, and a good many expect the person’s agreement before you ring. Asking on WhatsApp gets that agreement in writing, in their own words, filed next to the wording they were answering.
Can you show me the wording people get?
In plain words, it says who’s asking and why they’d like to ring, warns that the calls may come from an AI voice assistant and makes clear that agreeing doesn’t commit anyone to buy. Then it invites a YES or a NO, says STOP works too, and points to your privacy page. You can use your own approved template instead, as long as it names the business, mentions the AI voice and asks for YES, NO and STOP.
Does agreement run out?
Yes, after 12 months, unless you’ve set something shorter. It can end sooner, too: a NO or a STOP afterwards cancels it on the spot.
Can a person opt out while the agent is talking to them?
Yes, as long as that agent has been given its do-not-call tool. When someone says they don’t want another call, the number is blocked before they hang up, and any calls already lined up for it are cancelled.
We dial from another system too. Can it check the list?
Yes. Create a key for it, and before each call it asks whether that number may be rung now. It gets back a yes or a no with the reason. If someone tells your other system they don’t want calls, it can pass that back and the number goes on your do-not-call list.
Does this replace screening against national registers?
No. It covers your consent records and your in-house do-not-call list, nothing beyond them. Screening numbers against national or state registers is still up to you.
Ask first. It’s the polite way to ring.
Open a free account, link WhatsApp, and tick off everything on the overview page before the agent rings anyone.