AI Call Consent, Recording and Handover
Configure clear AI/recording disclosure, consent, opt-out, restricted data access and human escalation for voice workflows.
What this guide helps you do
Configure clear AI/recording disclosure, consent, opt-out, restricted data access and human escalation for voice workflows.
Who should use it
Workspace owners, managers, automation users and authorized technical users responsible for AI configuration or customer workflows.
Before you begin
- Use the correct workspace and minimum required role.
- Use a business-controlled provider account where applicable.
- Understand provider billing, usage and data settings.
- Use fictional Pakistan test data.
- Define human handover before enabling automatic replies or calls.
Main concepts and fields
| Concept / Field | Meaning or Use |
|---|---|
| Disclosure | Tells the caller about AI and recording where required. |
| Consent | Agreement or other applicable authority. |
| Opt-Out | Stops optional outbound calls. |
| Recording Access | Authorized users only. |
| Handover | Transfer/callback to a person. |
Step-by-step instructions
- Define the legal/business basis for the call.
- Write the opening disclosure.
- Configure opt-out or exit phrases.
- Restrict recording/transcript access.
- Set retention.
- Define sensitive topics and human destination.
- Test disclosure, opt-out and transfer.
- Keep suppression records for optional outreach.
Test and verification
- Caller declines recording.
- Caller asks for a person.
- Caller opts out of future calls.
- Sensitive case transfers correctly.
Common issues and solutions
| Issue | What to Check |
|---|---|
| Disclosure not played | Greeting version and call path. |
| Opt-out not saved | Suppression mapping. |
| Recording too widely visible | Role and permission. |
Security, privacy, consent, cost and provider notes
- AI-provider charges and Wemblo AI-action usage are separate controls.
- Do not expose provider keys or customer data in screenshots, tickets or client-side code.
- Use human review or handover for sensitive, private, regulated, urgent, high-value or final decisions.
- Do not promise perfect accuracy or guaranteed business outcomes.
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