Disclosure
It says what it is, at the top of the call.
Every call opens with the same two facts: this is an AI, and this call is recorded where recording is switched on. The wording is fixed before go-live and cannot be skipped by the caller's first question.
Last updated 4 November 2026
Exact wording
The opening line.
This is the default, used when recording is enabled. The business name is the only variable.
“Hi — this is the Front Desk Clerk assistant for [Business Name]. I'm an AI, and this call is recorded. I can book you in or take a message. What do you need help with?”
The assistant does not begin qualification until this line has finished. If the caller interrupts, it finishes the disclosure first, then answers the interruption.
Two variants
| When it is used | What the caller hears |
|---|---|
| Recording is off | “Hi — this is the Front Desk Clerk assistant for [Business Name]. I'm an AI. I can book you in or take a message. What do you need help with?” |
| All-party consent state | “Hi — this is the Front Desk Clerk assistant for [Business Name]. I'm an AI, and this call is recorded. If you'd rather not be recorded, I can take your details and have the team call you back. What do you need help with?” |
A caller who objects to recording is not pushed to continue. The assistant stops recording, takes the details without audio, and routes a callback.
Hard limits
What the assistant will never say.
- “I'm a person.” It is not, and it says so.
- “I'm [a staff member's name].” It does not borrow a human identity.
- “The technician is on the way.” It cannot see a technician.
- “That will cost [price].” It only quotes prices loaded into the script.
- “I can guarantee someone today.” It offers only slots the calendar shows.
- “This call is not recorded.” It does not deny a recording that exists.
- Medical, legal, or structural advice.
- Anything about a different customer's account.
Recording law
Why the notice is not optional.
Federal law is one-party consent: one party to the call may record it. A minority of states require every party to consent, and some apply different rules to businesses, to in-person conversations, or to calls crossing state lines. Commonly cited all-party states include California, Delaware, Florida, Illinois, Maryland, Massachusetts, Montana, Nevada, New Hampshire, Pennsylvania, and Washington. That list is not exhaustive and it changes; it is not legal advice.
We do three things rather than guess:
- Announce recording at the start of every recorded call, in every state.
- Use the all-party variant when your account is configured for a consent state, with a non-recorded path for callers who object.
- Ask you to have your own counsel review the wording for the states you serve. The final wording is recorded in your written scope.
If you also record calls on your own phones, that recording needs its own notice. This page covers the assistant's line only.
Call data
What is kept, and for how long.
| Data | Why | Default retention |
|---|---|---|
| Caller name and number | Callback and booking confirmation | 12 months |
| Property address | Dispatch and service area check | 12 months |
| Reason for the call | Qualification and your monthly report | 12 months |
| Transcript | Record of what was promised | [90] days |
| Audio recording | Quality review and dispute resolution | [90] days |
Retention periods are confirmed in your written scope and can be shortened. Audio is deleted first; the transcript and the booking record are kept longer because they are the record of the job.
Access is limited to the account owner, the people the owner names, and the service operator. We do not sell call data. We do not use your call recordings to train third-party models. A caller can ask for their record to be deleted by emailing [email protected]; we will confirm the deletion in writing.
Outbound
No cold calls. No purchased lists.
The assistant answers inbound calls. It does not dial strangers, and we do not use it to prospect. The quote follow-up add-on texts people who asked for a quote and gave a number; every message includes a way to stop, and a stop request is honoured before the next message goes out.
If you are in the United States, outbound texts and calls are subject to the TCPA and to carrier rules. We will not send a campaign you have not approved in writing, and we will not send to a list you cannot show consent for.
Controls
What you can change, and what you cannot.
You can change
- The business name in the opening line
- Qualification questions and escalation rules
- Whether recording is on for your account
- Retention within the limits above
- Which calls forward to the assistant
You cannot change
- The AI disclosure itself
- The recording notice, when recording is on
- The prohibition on claiming to be a person
- The prohibition on outbound cold calls
This page is a product disclosure, not legal advice. Recording and consent rules vary by state and by how your business is regulated. Have counsel review the wording for the states you serve before go-live.
Questions
Ask before you sign.
If you need the wording changed for a state, a regulator, or a clinic's counsel, say so during onboarding. We will put the final text in the written scope rather than leaving it to a support ticket.