How to Configure State Compliance

Navigation

In the sidebar, open Setup System > State Rules. The
page has four tabs: Active Rule Groups, Call Times, Call
Frequency, and Holidays.

Steps

1. Create business hours on the Call Times tab. Define which states the hours apply to and set per-day open/close times.
2. Create call frequency limits on the Call Frequency tab. Set the maximum contacts per phone number and the sliding window duration.
3. Create holidays on the Holidays tab. Enter the holiday name, select which states it applies to, and add the date(s).
4. On the Active Rule Groups tab, create a rule group. Give it a name, choose whether it applies company-wide or to specific offers, and select the business hours, call limits, and holidays to include.

Default Rules

When a company is created, a "Default Rules" group with
rule_scope "company" is automatically provisioned from
template-derived business hours, call limits, and holidays.

Testing

After configuration, place a test outbound call to a lead
in a regulated state. If the call is blocked, the system
log will show the specific rule that prevented it and the
next_action_at timestamp for when the lead will be retried.