This isn’t legal advice. It’s the list of dialer settings that compliance teams ask about first, and where each one lives in DialTri.
Schedules
- Every target list has a start and end time.
- Date-based rules exclude weekends and holidays where required.
- Late logins start immediately but still stop at the end time.
Retries
- Maximum two retries per number.
- Time-based retry rules hold retries until the next window.
- After the final failure, the status is logged and the lead is flagged or excluded.
Recording and notes
- Recording notices are played where required; recordings live in your Twilio account.
- AI summaries and transcripts are stored on the CRM record with agent name and timestamp.
- Unknown-caller records can be disabled for regions that require it.