Adaptive AI Knowledge Base
Phone, SMS & Calling
Voice AI outbound calling in Adaptive AI now validates consent across Forms, Surveys, and Appointment Forms/Calendars before dialing. This upgrade helps you place compliant calls by recognizing opt-in collected from additional asset types. Learn how consent is captured, evaluated, and audited—plus how to configure assets and troubleshoot call blocks.
What is Enhanced Consent Checking for Voice AI Outbound
Calling? Adaptive AI’s Voice AI performs a pre-call compliance scan to determine whether a contact has provided valid opt-in consent for voice calls. With this enhancement, the consent engine looks beyond standard Forms and also recognizes consent captured via Surveys and Appointment Forms/Calendars. Understanding how consent is stored, evaluated, and surfaced in logs ensures your team can confidently automate compliant outbound calling.
Key Benefits of Enhanced Consent Checking
These benefits focus on safer, more reliable outbound operations. Each item highlights how the change reduces risk or improves efficiency for admins and compliance teams.
Consent Sources Scanned (Forms, Surveys, Appointment Forms/Calendars)
Knowing every asset type that contributes to the pre-call decision prevents confusion and rework. Use this as your definitive list of sources the system checks before dialing.
What Counts as “Valid Opt-In”? Clear criteria prevent misinterpretation and help your legal/compliance team standardize language across assets.
How To Setup Enhanced Consent Checking
Following a clear setup sequence ensures your assets collect the right data and that Voice AI can evaluate it reliably before dialing.
Step 1: Update Forms
Step 2: Update Surveys
Step 4: Verify on a Test Contact
Frequently Asked Questions
Q: Is opt-out always stronger than opt-in? A: Yes. A recent opt-out or DNC flag blocks calls even if prior opt-in exists.
Q: Do I need separate consent for each phone number? A: Best practice is number-specific consent. If your policy uses contact-level consent, confirm it with your legal team.
Q: Are older Survey or Calendar submissions recognized now? A: They can be, provided the submission is associated with the contact and phone number. Verify in the contact timeline and logs.
Q: Where can I see why a call was blocked? A: Review Voice AI call logs and the contact timeline for the decision, reason, and any available consent source.
Q: What should my consent text include? A: A clear statement authorizing voice calls, not bundled with unrelated permissions, and presented next to an explicit affirmative action.
Q: Will the audit & bulk-update tools change my existing text automatically? A: They’re designed to help you review and standardize language. Expect controls to preview and apply changes at scale when released.