Compliance Settings
The Compliance tab is where you configure communication guardrails for your account. This includes default contact limits, allowed communication windows, and state-level overrides.
Use this section to define the communication rules your organization wants the platform to follow across calls, texts, and emails. These settings help enforce TCPA timing rules and accommodate state-level regulatory variations.
Watch the video tutorial here.
Default Limits
The Default Limits section applies broad communication settings across all states unless a state-specific override is configured.
Available settings include:
Calls per Day - Maximum number of call attempts per consumer per day
Calls per Week - Maximum number of call attempts per consumer per week
Texts per Week - Maximum number of text messages per consumer per week
Emails per Week - Maximum number of emails per consumer per week
These limits help define how frequently consumers may be contacted under your default policy. Set conservative global defaults first, then use state overrides only where needed.
Allowed Communication Window
The Allowed Communication Window defines the times during which outbound communication is permitted.
This section includes:
Start Time - Earliest time outreach may begin
End Time - Latest time outreach may occur
Timezone Basis - Which timezone to use for calculating the communication window
The platform supports using either:
Consumer's local time - The window is calculated based on the consumer's timezone
Agency timezone - The window is calculated based on your organization's timezone
This setting is critical for aligning outreach behavior with TCPA requirements and your organization's communication policy. Confirm whether your organization should use consumer local time or agency timezone based on your compliance guidance.
State Communication Limits
The State Communication Limits section allows your organization to override default settings for individual states.
This is useful when state-level requirements differ from your global communication policy, such as states with stricter contact frequency limits or different calling window rules.
Available Override Controls
For each state, you can configure:
Blocked status - Prevent all outbound communication in that state
Calls per Day - Override the global calls-per-day limit
Calls per Week - Override the global calls-per-week limit
Texts per Week - Override the global texts-per-week limit
Emails per Week - Override the global emails-per-week limit
E-comms per Week - Total electronic communications limit
Total Communications - Overall contact limit across all channels
Communication Window - Custom start/end times for that state
How Overrides Work
Blank values use the global default settings. This means you only need to fill in fields where a state requires different treatment.
The state-level table makes it possible to:
Block outreach entirely in specific states
Apply custom limits where state law is stricter than your default policy
Set different communication windows for states with unique timing rules
Managing State Overrides
The section supports several workflow tools:
Search by state - Quickly find specific states in the table
View modified states - Filter to see only states with custom overrides
Apply default values in bulk - Reset multiple states to use global defaults
Best Practices
Set conservative global defaults first, then add state overrides only where required
Review allowed communication windows carefully to ensure TCPA compliance
Confirm whether your organization should use consumer local time or agency timezone
Audit overrides regularly so state rules remain accurate and current
Document the regulatory basis for each state override in your internal policy records
Summary
The Compliance tab gives your team centralized control over communication limits and timing rules. By combining default limits with state-specific overrides, organizations can apply consistent guardrails while adapting where necessary to meet state-level requirements.
Configure your global defaults first, then use the State Communication Limits section to handle exceptions. Review settings regularly to ensure they remain aligned with regulatory requirements and your organization's compliance policies.