Tradesly · Guide
Calling hours and the compliance sign-off
When it may call, and the sign-off a named person gives before it does.
An outbound call at the wrong hour costs more than the job it was trying to win. It annoys the customer, it reflects on your name, and automated calls are regulated — in the US, under the TCPA. The Sales Caller’s Setup tab asks you to configure a calling window and record a named person’s compliance attestation before live outreach.
1 The window it may call in
The Time to call section of the Sales Caller's Setup tab is where you set it. Pick your Days from the Mon–Sun chips, then a From and an Until — say, Monday to Friday, 9:00 AM to 5:00 PM. Times are your business's own local time; you never convert anything. Clear hours empties the lot, and an unset window reads Not set.
Two rules are built in and can't be turned off:
- There is no “any time” option. You must pick a window. An AI that can call at 4 AM is a liability, not a feature.
- The window is clamped to daytime and evening. Between 8:00 AM and 9:00 PM, in your company's time zone — you can't save hours outside that, whatever your own rules would allow.
2 The steps
Open the Sales Caller's Setup tab.
Ready to go live? sits at the top: Script published, Calling hours, Compliance confirmed, each with a Fix → pill until it's met.
Set your window in Time to call.
Choose your Days, then From and Until. Anything outside 8:00 AM to 9:00 PM won't save.
Read all five compliance statements properly.
They're below, word for word. You're signing your name to them, so read the one about your opener twice.
Tick every box, then press Confirm all five.
The button stays disabled until all five are ticked. Afterwards the card shows who confirmed and when, with Re-confirm for when something changes.
Activate only after a test.
Place a call to your own phone, then use Turn on outbound calling and Start calling when the audience, hours, and coaching are ready. Read the status shown on screen before assuming a call is in progress.
3 When the window is shut
The Sales Caller waits when its configured window is shut. The same principle applies to AI-generated messages: the AI observes the quiet hours for that workflow.
A human teammate can still place a manual call or send a manual message after hours; the product does not block that override. Train staff on your policy and the rules that apply at the recipient's location. If the AI is waiting, do not re-upload the file or toggle controls to force activity.
4 The compliance sign-off
Before the Sales Caller can be switched on, a named person at your business ticks five checkboxes in the Compliance section of Setup. Here they are, word for word — this is what you're putting your name to:
- “I have prior express written consent for every number on my lists”
- “My Sales Caller's opener includes a recording notice”
- “My Sales Caller identifies itself as an AI calling on my business's behalf”
- “My calling hours are set to a reasonable window”
- “Opt-outs will be honored — anyone who asks won't be contacted again”
It's all or nothing: Confirm all five stays disabled until every box is ticked. Afterwards the card shows who confirmed and on what date, with Re-confirm for when something changes. This isn't a checkbox buried in terms — it's a specific person, on the record.
5 A signature, not an inspection
Be clear about what the sign-off is. It's attested by you and recorded by Tradesly — your name against a date. Nothing scans your list for permission, audits your opener, or checks your consent records. The obligations stay yours.
One statement deserves a second look: the opener is a script you coached. Read it back — ask your Sales Caller to show you its current opening line — and make sure the recording notice is actually in it before you sign off.
6 Treat restrictions as stop signs
When a person is shown as Do not call or has clearly asked not to be contacted, stop the outreach. The Sales Caller checks that status across lists and will not call the lead just because the same person appears in a new upload. Do not create a duplicate record or switch channels to work around the restriction. Consent and opt-outs explains the visible records.
The product’s readiness controls support only part of your review. Finish with your own test call and a check of the actual audience before customer calls begin. Test the pitch on yourself first covers that final check.