Overview
What you need to know about telemarketing compliance when using Octocom for outbound calls — and how we help.
Octocom can make outbound calls on your behalf — abandoned-cart recovery, post-purchase upsells, subscription save offers, and more. This page covers the basics and points you to the right playbook for your use case.
The rules aren't complicated. Get proper consent, respect opt-outs, call at reasonable hours, and keep records. Octocom manages most of the operational side; your main job is setting up consent capture at checkout.
We're here to help
Octocom is happy to advise on your setup and help confirm you're configured correctly. We work with many brands on outbound calling and can share what we've seen work.
We're not lawyers and this isn't legal advice — but if you have questions about your specific setup, reach out. We'd rather help you get it right than have you guess.
Who's responsible for what
Your responsibility:
- Consent capture at checkout (the checkbox/agreement)
- Making sure your marketing flows comply with applicable rules
- Owning the phone numbers used for telemarketing calls (your own Twilio account)
Octocom's role:
- Managing operational controls: opt-out suppression, calling hours, attempt limits
- Configurable scripts for what the bot says
- Advising on setup and configuration
Octocom is a tool provider. We help you operate within the rules, but the legal responsibility for your calling program sits with your company.
Playbooks
Start here for step-by-step setup guides:
| Playbook | Use case |
|---|---|
| US Abandoned Carts | Recovering abandoned shopping carts in the United States |
| Post-Purchase Upsell | Calling recent buyers to offer related products |
| Subscription Recovery | Save offers for cancelling or lapsed subscribers |
Region guides
Rules differ by country. Start with the region page for where you're calling:
| Region | Key points |
|---|---|
| United Kingdom | TPS/CTPS screening; automated calls need specific consent |
| Canada | DNCL registration; 18/18/6 month EBR windows; ADAD needs express consent |
| Australia | DNCR wash; hours 9–8 weekdays, 9–5 Sat, no Sun/holidays |
| European Union | Different playbook — AI disclosure required from Aug 2026 |
UK, Canada, Australia are closer to the US approach: no enacted mandatory "I'm an AI" opener. Focus is on consent, DNC registers, calling hours, and brand identification.
EU requires AI disclosure from August 2026, which changes the conversation strategy. Still very doable — you lead with usefulness after disclosure rather than sounding human. See the EU page for the full approach.
The basics (all regions)
These apply broadly:
-
Consent — Get permission before calling. For AI/automated calls, this usually means specific consent for that channel.
-
Opt-outs — When someone says stop, you stop. Immediately. Octocom handles this.
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Identification — Tell people who's calling and why.
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Calling hours — Call during allowed hours. Varies by region. Octocom enforces this.
-
Records — Keep proof of consent, opt-outs, and call activity.
What Octocom manages for you
Once you're set up, Octocom handles the operational pieces:
- Opt-out suppression — Automatic when someone says stop
- Calling windows — Configurable per region
- Attempt caps — Limits on calls per person/campaign
- Caller ID — Real, accurate caller ID
- Scripts — Fully configurable
- Records — Consent status, attempts, outcomes
Your main setup task is the consent checkbox at checkout. Octocom takes it from there.
Phone numbers and Twilio
For telemarketing calls, phone numbers must be on your own Twilio account. Octocom cannot provide telemarketing numbers from our Twilio account. This keeps ownership and liability clear.
Next steps
Pick the playbook or region guide that matches your use case. If you're not sure where to start, reach out — we're happy to help you plan your setup.