US Abandoned Carts
Step-by-step playbook for launching AI abandoned-cart recovery calls in the United States.
This is your playbook for running abandoned-cart recovery calls with Octocom in the US. It's simpler than you might think — most of the operational work is handled by Octocom. Your main task is setting up consent at checkout.
We'll help you get this right
These are recommendations based on what we've seen work. We're happy to review your setup and help confirm you're configured correctly. Reach out if you have questions.
Your setup checklist
1. Add a consent checkbox at checkout
This is the main thing you need to do on your side. Before making AI/automated marketing calls, you need consent — and "they gave us their phone number" isn't enough.
Add a checkbox (unchecked by default) with language like:
I agree to receive marketing calls from [Your Brand] at the number provided, including calls using an artificial or prerecorded voice. Consent is not a condition of purchase.
A few notes on the wording:
- You don't have to say "AI" in the checkbox. "Artificial or prerecorded voice" is the standard language that covers AI calls.
- Companies take different approaches here. Some mention AI explicitly, some don't. Your call.
- The checkbox should be optional — not a condition of completing the purchase.
2. Store proof of consent
When someone checks the box, save:
- The consent text they agreed to
- Timestamp
- Phone number
- Version of the consent language (if you update it later)
This is your record if questions ever come up.
3. Configure your call script
What the bot says is fully configurable. A good opening:
- Introduces your company name
- States the reason for the call (e.g., "calling about the items you left in your cart")
Example: "Hi, this is Acme calling about the items you left in your cart."
Do you need to say "I'm an AI"? Based on our understanding, there's no universal federal requirement to open with "I'm an AI." The AI voice triggers the artificial/prerecorded consent rules (which you've covered with the checkbox), but a specific "this is AI" disclosure isn't the baseline federal requirement.
Some companies choose to disclose anyway — that's a valid choice. Others don't. You decide what fits your brand.
4. Set up your Twilio account
Phone numbers for these calls need to be on your own Twilio account. We'll help you connect it to Octocom.
What Octocom handles
Once you've set up consent capture, we manage the rest:
| Control | What we do |
|---|---|
| Opt-outs | When someone says "stop" or "don't call me," we suppress that number immediately. No more calls. |
| Calling hours | Calls only go out during configured hours. We recommend 9 a.m. – 8 p.m. in the recipient's local time. |
| Attempt limits | Configurable caps — e.g., max 2 calls per day, max 3 per cart. |
| Caller ID | Real, accurate caller ID on every call. |
| DNC scrubbing | We can help you maintain National Do Not Call Registry compliance as part of a defensible program. |
| Records | We log call attempts, outcomes, and opt-out events. |
You don't need to build any of this yourself.
Quick reference: recommended settings
| Setting | Recommendation |
|---|---|
| Calling window | 9 a.m. – 8 p.m. recipient local time |
| Calls per day | Max 2 |
| Calls per cart | Max 3 total |
| Caller ID | Your real business number |
| Opt-out handling | Immediate suppression |
These are conservative defaults that work well. Adjust based on your preferences.
Before you go nationwide
If you're planning calls across many states, it's worth having counsel check whether you need telemarketer registration or bonding in specific states. This is often more relevant than worrying about 50 different scripts — the calling rules are fairly consistent, but registration requirements vary.
Summary
- Add a consent checkbox at checkout
- Store proof of consent
- Configure your call script
- Connect your Twilio account
Octocom handles the operational controls from there. Reach out if you want us to review your setup — we're happy to help.