Interaction Capture Consent Gate (Onboarding)

Interaction Capture Consent Gate (Onboarding)

1. 01

   Map every channel where a client conversation can be recorded before a single tracking number goes live

   List inbound voice lines, chat widgets, SMS shortcodes, and video meeting links separately, because consent obligations differ by channel and by state.

2. 02

   Confirm which party owns the recording notice: the agency, the client, or the end business

   Agencies running white-label portals on CallRail or CallTrackingMetrics often inherit disclosure duty without realizing the client assumed the agency carried it.

3. 03

   Set jurisdiction rules for two-party consent states and cross-border callers

   Route calls from restricted regions through an IVR disclosure prompt rather than a recorded greeting, and log the prompt version with a timestamp.

4. 04

   Decide the retention window per client before the first transcript is stored

   Full-interaction processing on platforms like CallMiner or ScorebuddyCX generates far more stored audio than a sampling program, so agree on 30, 90, or 365 days in writing.

5. 05

   Document what leaves the client's environment and where it lands

   Note whether transcripts, sentiment scores, or summaries sync into the client CRM, and whether any vendor uses the data for model training.

6. 06

   Get written sign-off from the client's legal or compliance contact, not just the marketing lead

   Marketing sign-off on call recording is the most common source of retroactive takedown requests and disputed invoices.

7. 07

   File the consent record alongside the campaign brief so QA reviewers can retrieve it in one step

   When a customer disputes a recording, the agency needs the consent artifact faster than it needs the transcript.