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A Quick Compliance Guide: Using AI Voice Agents for US B2B Calls

Leonardo Garcia-Curtis29/05/2025
A Quick Compliance Guide: Using AI Voice Agents for US B2B Calls

AI voice agents represent powerful business tools, yet United States regulations (TCPA/FCC) demand careful attention.

Understanding the Regulatory Landscape

The Core Rule: Under US law, AI voice calls qualify as "robocalls." This classification triggers regulatory requirements, though B2B communications receive more flexibility than consumer-directed calls under TCPA and FCC regulations.

When B2B Use Is Generally Permissible

Companies can typically deploy AI voice for B2B purposes without prior written consent when:

  • Targeting verified business landlines or public agency numbers
  • Communication serves informational purposes:
  • Meeting scheduling
  • Contact identification
  • Information sharing
  • Surveys
  • Avoiding personal mobile or residential numbers
  • Important: Direct sales pitches and telemarketing calls require explicit consent first.

    Scenarios Requiring Explicit Consent

    Consent becomes mandatory for:

  • Consumer-directed (DTC) marketing or sales calls to personal/residential lines
  • Telemarketing involving direct sales pitches or offers
  • Mobile number outreach, even for B2B contexts
  • Pre-Launch Compliance Checklist

    Before initiating US-directed AI voice campaigns:

    1. List Verification

  • Confirm targets are business landlines or public agency numbers
  • Remove personal mobile/residential entries
  • Check internal do-not-call lists
  • 2. Purpose Definition

  • Determine whether the primary objective is informational or telemarketing
  • Stop if direct sales pitches are intended
  • 3. Script Review

  • Ensure AI agent language complies with guidelines
  • Maintain professional, clear communication aligned with stated informational goals
  • 4. Opt-Out Setup

  • Confirm the AI agent clearly presents opt-out mechanisms
  • Include human escalation options
  • Test functionality
  • 5. Transparency Consideration

  • Decide whether including disclosures about AI voice technology usage enhances compliance posture
  • 6. Human Handoff Readiness

  • Establish processes for recipient requests to speak with representatives
  • Script Guidelines: Compliant Practices

    DO:

  • Clearly articulate call purposes
  • Focus on meeting scheduling or identifying appropriate contacts
  • Offer valuable information resources
  • Present clear opt-out and human escalation options
  • Identify your company
  • Consider brief AI technology disclosures
  • Maintain professional, respectful tone
  • DON'T:

  • Make direct sales pitches or attempt deal closure within AI calls
  • Discuss pricing or specific commercial offers
  • Contact personal mobile or residential numbers without explicit prior written consent
  • Misrepresent calling purposes or caller identity
  • Employ deceptive tactics such as caller ID spoofing
  • Obstruct opt-out or human contact options
  • Call National Do Not Call Register numbers without documented exemptions and consent
  • Important Disclaimer

    This content provides general information only and does not constitute legal advice. Consult with qualified legal counsel before implementing AI voice calling programs.

    Regulatory compliance applies to all businesses calling US numbers, regardless of origin. Compliance isn't just about avoiding fines—it's about building trust with the businesses you're reaching.

    LG

    Leonardo Garcia-Curtis

    Founder & CEO at Waboom AI. Building voice AI agents that convert.

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