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Voice AI Outbound Calling Compliance Checks

Stay confidently compliant while scaling Voice AI outbound calls. This guide explains the new built-in compliance engine—including KYC, opt-in verification, daily limits, and call-hour safeguards—so your outreach meets U.S. regulations and Patient Copilot policy every time. * * * ## What is Voice AI Outbound Calling Compliance? Voice AI Outbound Calling Compliance is an automated safeguard that reviews every location, contact, and phone-number detail before an outbound AI call is placed. The feature ensures you: - pass Know-Your-Customer (KYC) verification

  • capture legally valid opt-in language
  • respect strict rate-limit, DND, and calling-hour rules Automated compliance will reject any non-compliant call before it dials. * * * ## Key Benefits of Voice AI Outbound Calling Compliance - Instant KYC approval keeps your brand eligible for outbound AI calls.
  • Automatic Terms & Conditions scanning pinpoints missing or weak consent text.
  • Real-time opt-in checks prevent dialing contacts without proper permission.
  • Built-in rate and daily-limit throttling eliminates manual math and guesswork.
  • Time-zone-aware call-hour guardrails (10 AM–6 PM) reduce TCPA risk—tighter than the federal 8 AM–9 PM window (ftc.gov).
  • Pre-call rejections save credits and protect your reputation with carriers and consumers. * * * ## Location Compliance Outbound calls originate only from locations that have explicitly enabled outbound AI calling and completed KYC. Patient Copilot blocks calls from any location that fails either requirement. * * * Before dialing, the system confirms: - Documented opt-in (currently captured via Patient Copilot forms).
  • No Do-Not-Disturb (DND) flag on the voice channel.
  • No previous opt-out from the contact. Non-compliant contacts trigger an immediate call rejection. * * * ## Call Rate, Daily & Phone-Number Limits Patient Copilot enforces FCC-friendly throttles automatically: - Rate: 10 calls per minute per location (1 every 6 seconds). - Daily: Maximum 1,000 calls per location. Excess calls are automatically scheduled for the next day. - Phone number limits: One call per phone number per day, and no more than 14 calls in a 14-day period. - Country boundary: Calls are allowed only to domestic (same-country) numbers. * * * ## Call Hours Rules Calls may fire only between 10:00 AM and 6:00 PM in the contact’s phone-number time zone—stricter than the FTC’s 8 AM–9 PM rule for telemarketing (ftc.gov). Patient Copilot calculates the zone automatically, blocking calls outside the window. Change call window from: - 10:00 AM–6:00 PM To: - 8:00 AM–8:00 PM And keep: “based on the contact’s phone number timezone.” * * * ## Real-Time Compliance Scanning When you click Enable Outbound Calls, Patient Copilot: - Runs KYC instantly.
  • Scans your latest Terms & Conditions (starting with forms) for valid consent wording.
  • Surfaces missing opt-in text so you can update assets before calling. These scans repeat in the background to keep you current as consent language evolves. * * * ## Frequently Asked Questions Q: Why is the call window limited to 10 AM–6 PM when federal law allows 8 AM–9 PM? A: Patient Copilot set a narrower window to account for stricter state-level rules and reduce consumer complaints. Q: What happens if I exceed 100 calls in one day? A: Additional calls are automatically scheduled for the next eligible day; no manual rescheduling needed. Q: How does Patient Copilot verify opt-ins collected outside of Patient Copilot forms? A: At launch, automated checks focus on Patient Copilot forms. Add external-source contacts only after confirming written consent manually. Q: Can I disable individual compliance rules? A: No. All rules are mandatory to maintain Voice AI outbound calling eligibility. Q: Will rejected calls consume Voice AI minutes or credits? A: No. Rejections occur before dialing, so no minutes are billed. Q: Does KYC need to be repeated? A: Only if your business ownership or legal details change. Otherwise, it remains valid. * * * ## Related Articles • AI Voice Agents Overview • Creating Voice AI Agents • LC Phone Pricing & Billing Guide