Compliance

Chloe makes automated AI voice calls on your behalf. Before deploying Voice Agents to real leads, it is important to understand your responsibilities and the legal framework that applies to AI-powered calling.

What Close does

• AI and recording disclosure: Chloe is required to disclose at the start of every call that she is an AI and that the call is being recorded. This disclosure is built into Chloe and cannot be disabled or overridden by any Voice Agent configuration.

• Supported countries: Chloe can call US and Canadian phone numbers. Calls placed to numbers outside these countries will error and will not connect.

Your responsibilities as the customer

Close provides Chloe as a calling tool. You are solely responsible for ensuring your use of Chloe complies with all applicable laws and regulations, including but not limited to:

• Consent — AI-generated voice calls are classified as "artificial or prerecorded voice" calls under TCPA and equivalent regulations. For marketing calls in the US, this requires prior express written consent, and standard verbal or implied consent is not sufficient. In Canada, the CRTC's Unsolicited Telecommunications Rules require express consent. You are responsible for obtaining, documenting, and retaining the appropriate level of consent before using Chloe to call any lead. Close does not verify consent on your behalf.

• Business identification — Under TCPA, every AI-generated call must identify the business on whose behalf the call is being made at the start of the call, and provide a callback telephone number during the call. Chloe's built-in disclosure covers that she is an AI, but it is your responsibility to configure your Voice Agent's instructions to state your company name and include a contact number at the appropriate point in the conversation.

• Opt-out mechanism — TCPA requires an automated, interactive mechanism that allows the recipient to opt out during the call and be added to your Do Not Call list. You are responsible for implementing opt-out handling in your Voice Agent configuration. Chloe can create a follow-up task when a contact requests not to be called, but does not automatically add contacts to your internal DNC list. Your team must action these requests promptly.

• Calling hours — TCPA restricts calls to between 8:00 AM and 9:00 PM local time at the called party's location. Chloe's Batch call sessions respect an 8:00 AM – 6:00 PM window automatically. Calls triggered via Workflows or placed as one-off calls are not subject to the same automatic restriction. You are responsible for ensuring those calls are placed within permitted hours.

• Lead eligibility — Chloe should only be used to call leads who have opted in or expressed prior interest in being contacted. Using Chloe for cold outbound calls to contacts who have not consented is not recommended and may expose your organisation to legal risk.

• Do Not Call compliance — You are responsible for honouring Do Not Call requests and maintaining an internal do-not-call list. Chloe does not automatically check the US National Do Not Call Registry or the Canadian National Do Not Call List.

• Call recording laws — Recording consent requirements vary by jurisdiction. In the US, some states require all-party consent. In Canada, federal law permits one-party consent recording, but provincial laws, particularly in Quebec, may impose additional requirements. You are responsible for ensuring your use of Chloe complies with applicable recording laws in the jurisdictions where your leads are located.

• Consent documentation — Maintain written records of how and when consent was obtained for each lead Chloe contacts. Industry best practice is to retain these records for a minimum of five years.

How to support compliant calling in Close

Close provides tools that can help you build compliant calling workflows:

• Use Custom Fields to track consent status, date, and method for each contact

• Use Smart Views to filter your lead lists to only contacts who have provided the required consent before running a Batch call

• Use Workflows to automate consent tracking or exclude non-consented leads from Voice Agent call steps

These tools support your compliance process but do not guarantee compliance. You remain solely responsible for your use of Chloe and for ensuring every lead Chloe contacts has provided the required consent.

Summary of responsibilities