State Compliance Overview

What State Compliance Does

State compliance is a four-part system that prevents outbound
calls from violating state-level regulations. The system
enforces call time windows, holiday blackouts, and per-phone-
number call frequency limits automatically during outbound
dialing. Compliance rules are checked at the moment a call is
about to be placed; if any active rule prevents the call, it
is suppressed and the lead is rescheduled.

The Four Components

State compliance is built from four cooperating components:

• State Holidays define dates on which outbound calls to leads in specified states are prohibited entirely.
• State Call Limits set the maximum number of outbound contacts (calls and SMS combined) allowed to a single phone number within a configurable sliding time window. The limit applies per phone number, not per state; the state determines whether the rule is evaluated at all.
• State Business Hours define per-day open and close times during which outbound calls to leads in specified states are permitted. Hours are evaluated in the call's local time zone.
• State Rule Groups are the containers that bundle holidays, call limits, and business hours into a named set of rules. Groups can be scoped to apply company-wide or to specific offers.

Where Enforcement Happens

Compliance is enforced in the outbound call path. The system
collects all applicable rule groups (company-wide groups plus
offer-specific groups) and evaluates each group's rules in
order. The first group that prevents the call short-circuits
the check and blocks it.

When a call is blocked, the response includes a reason and
a suggested retry time telling the schedule when to attempt
the lead again.