01 Call flow overview
Every inbound call to a Dale-powered business line follows the same pattern. The SMS opt-in is presented as a separate, optional question — it is not a precondition for receiving service.
- Step 1: Dale answers and plays the recording disclosure (§02 below).
- Step 2: Dale handles the caller's service request — collects name, service needed, scheduling preferences. Service is provided regardless of any SMS choice.
- Step 3: Dale plays the SMS opt-in disclosure (§03 below) as a separate, optional question.
- Step 4: Caller says "yes" or "no." Either way, the service request proceeds. See §04 for what happens in each case.
02 Recording disclosure (start of call)
Spoken at the very beginning of every inbound call, before any caller information is collected:
"Thanks for calling [Contractor Name]. This is Dale, an AI assistant that takes calls when the team can't pick up. So you know, this call is recorded for service quality and to confirm the appointment."
This disclosure satisfies California two-party-consent requirements for call recording. Recording the caller's service request itself is not SMS consent — that is a separate question, presented in §03.
03 SMS opt-in disclosure (mid-call)
Spoken after the caller's service request has been understood and addressed, but before the call ends. Presented as a separate, optional question — completely independent from the service itself.
"One quick thing — [Contractor Name] can text you appointment confirmations, job updates, and invoice notifications. About three to five messages per service. Message and data rates may apply. You can reply STOP at any time to opt out, or HELP for help. Our terms are at getdale.ai/terms and our privacy policy is at getdale.ai/privacy. Would you like to receive these text messages? You can say yes or no — either way, we'll still take care of your service. If you'd rather not get texts, someone from [Contractor Name] will call you back to confirm the details by phone."
[Contractor Name] is dynamically substituted with the name of the trade business operating the phone line.
04 Outcomes — both grant service
The SMS opt-in choice does not gate the service. Both outcomes below result in the caller's service request being handled by the contractor.
Service is provided. Caller's phone number is added to the SMS opt-in list. They receive a welcome SMS reiterating STOP/HELP, then transactional messages (appointment confirmations, job updates, invoice notifications) as service progresses.
Service is still provided. Caller's phone number is not added to any SMS list. Someone from the contractor calls back by phone to confirm appointment details and provide updates. The caller experiences no loss of service for declining SMS.
05 Consent record
When a caller affirmatively consents to SMS (says "yes" or equivalent), Dale stores a structured consent record containing:
- ISO-8601 timestamp of the call
- Caller phone number in E.164 format
- Contractor name and business identifier
- Disclosure version hash
- Customer's verbal-yes audio segment (timestamped within the recording)
- Full call transcript
- Telecom call SID
Records are retained for 7 years on encrypted storage and are exportable to authorized parties (telecom carriers, regulators, or counterparty review) on request. When a caller declines, no SMS consent record is created and the phone number is not added to any SMS list.
06 SMS program details
Messages sent to end customers under this opt-in are part of the Dale Notifications SMS program operated by Get Dale (an FDBA of Me Rigani Productions Inc.). Full program terms are described in our Terms of Service and the Privacy Policy.
- Message types: appointment confirmations, job updates, invoice notifications (transactional only)
- Frequency: typically 3–5 messages per service visit
- Cost: message and data rates may apply
- Opt out: reply STOP to any message
- Help: reply HELP to any message, or email support@getdale.ai
07 Contact
Questions about this disclosure or the SMS program: support@getdale.ai