SMS Compliance

SMS Consent Protocols

Clearflo AI conversation flows for SMS consent collection

1
Consent Collection Overview

All SMS communications sent through the Clearflo AI platform require explicit verbal consent obtained during live business interactions. This document outlines the standardized conversation flows used by our AI agents for SMS consent collection.

2
AI Agent Live Call Conversation Flow

Does this number receive text messages?

AI Agent

Yes.

Customer

Cool, can I send this number a text with a booking link to our calendar?

AI Agent
Customer Decision Point
Consent Granted

Yes.

Customer

Great let me know when you get it.

AI Agent
✓ SMS Sent
Consent Declined

No.

Customer

No worries, would you prefer email?

AI Agent
📧 Email Alternative

3
Internal Team SMS Notifications

Internal team members (owners, sales managers, sales reps, etc.) can voluntarily opt-in to receive automated SMS notifications regarding lead status updates during the onboarding process.

Internal Team Member Voluntary Opt-In

Internal SMS Notification Scenarios

AI Agent sends booking link during live call after receiving consent.

Scenario Context

A booking link has been sent.

Check it out here: linktodashboard.ai

Reply STOP to opt-out.

AI Agent

Post call processing determines meeting was booked.

Scenario Context

A meeting has been booked.

Check it out here: linktodashboard.ai

Reply STOP to opt-out.

AI Agent

Post call processing determines contact requested to be removed from communications.

Scenario Context

Do Not Contact request received.

Check it out here: linktodashboard.ai

Reply STOP to opt-out.

AI Agent

4
Required Consent Elements

Must Include:

Clear request for permission
Specific purpose of message
Wait for verbal confirmation
Record consent timestamp

Never Assume:

Permission without asking
Ongoing consent for future messages
Silence means consent
Consent for different purposes

5
Compliance Contact

For questions about SMS consent procedures or compliance documentation:

support@clearflo.ai

Last Updated: July 21, 2025