SMS Compliance Documentation

SMS Consent & Verification Process

Complete documentation of SMS consent disclosure and verification process for TCPA compliance, including scripts, simulated conversations, and consent recording procedures.

SMS Service Disclosure

Toga Software and its products (including FrontIQ and PodPix) offer AI-powered services for small businesses. As part of these services:

  • Customers may verbally request to receive SMS appointment booking links, notifications, or service updates during phone calls with our AI-powered assistants.
  • Customers must explicitly consent to receive SMS messages, and standard message rates may apply.
  • SMS messages are only sent when customer-requested business actions require them. We do not send promotional messages.
  • Customers may opt out of receiving future messages by replying STOP.

Verbal Consent Script

Example interaction showing SMS consent collection for FrontIQ appointment scheduling

Example Customer Call - FrontIQ AI Assistant
San Jose Heating & Cooling Appointment Scheduling
AI

"Hello! This is Jessica from San Jose Heating & Cooling. How can I help you today?"

C

"This call will be recorded."

AI

"Thank you for letting me know. How can I assist you today?"

C

"Hi. Um I would like to set up an appointment for tomorrow."

AI

[PROPER SMS CONSENT REQUEST]
"I can send you an SMS with a link to book your appointment. Standard message rates may apply. Would you like me to send it to your phone number ending in 9957?"

C

[AFFIRMATIVE CONSENT]
"Yeah, please send me the link."

AI

"I've sent you the SMS with the link to book your appointment. Is there anything else I can help you with today?"

C

"Uh, that's it. Thank you, bye."

AI

"Thank you for calling San Jose Heating & Cooling. Have a great day!"

Proper Consent Collection - System Actions:

  • ✓ SMS explicitly mentioned in consent request
  • ✓ Standard message rates disclosed
  • ✓ Phone number confirmed (ending in 9957)
  • ✓ Clear affirmative response: "Yeah, please send me the link."
  • ✓ Consent recorded with timestamp: 2025-03-10 14:23:15 UTC
  • ✓ Customer added to SMS-approved list

Audio Recording Sample

Listen to an actual recording of proper SMS consent collection in action:

Download M4A

File: sms-consent-sample.m4a |Duration: ~2 minutes |Quality: Clear audio demonstrating actual conversation

Text Message Sent to Customer

Immediate SMS sent after verbal consent is obtained

SMS Sent to Customer
Sent within 30 seconds of verbal consent
From: Toga Software
San Jose Heating & Cooling Schedule!

Here's the link to book your appointment: https://calendely.com/book/appointment. Choose a time that works for you. You agreed to receive texts from Toga Software for appointment scheduling and updates. Reply STOP to opt out anytime.

Questions? Call (555) 123-4567

Opt-Out Process

Multiple ways customers can revoke SMS consent after initial agreement

Reply STOP
Instant automated opt-out
Customer: "STOP"
Auto-Reply: "You've been unsubscribed from Toga Software texts. Reply START to re-subscribe. Questions? hello@togasoftware.com"

Processed within seconds, removes from all SMS lists immediately.

Call AI Assistant
Verbal opt-out request

Customers can call back and say: "Please remove me from text messages"or "I don't want to receive texts anymore"

AI Response: "I've removed your number from our text messaging list. You won't receive any more texts from us."

Verbal requests are processed immediately and recorded for compliance.

Business Information

Legal Business Name

Toga Software, LLC

DBA Names

FrontIQ, PodPix

Business Address

San Jose, CA

Website

togasoftware.com

Contact Email

hello@togasoftware.com

SMS Use Case

Appointment scheduling and customer notifications