Non-negotiable
- Never impersonate a human on a voice call without disclosure
- Never train on customer data without explicit consent
- Never send AI-drafted messages you wouldn't send yourself
Case-by-case
AI voice for outbound with opt-in. AI-drafted email with an AE reviewing. AI note-taking with disclosure to the buyer.
The internal rule
If a screenshot of the practice on the front page of your industry pub would embarrass you, don't do it.