Pilot ready Template ready outbound

Event / class remind

Memberships, classes, and events for people who signed up—short, containment-friendly.

event_class_remind_consented

One of our most popular starters—not the only shape we support. For production, we customize the agent (open, intents, tools, guardrails, CRM hooks) to your exact specifications.

Sample open

Hello, this is an AI assistant with a reminder about an event or class you signed up for. You can confirm, ask a quick logistics question, opt out, or ask for a person.

Identity required: yes
AI disclosure: yes
Paid-for-by flag: no

Lawful basis tags

{
  "type": "CONSENT_PEC",
  "consentArtifactRequired": true,
  "consentMustCover": [
    "artificial_or_prerecorded_voice",
    "ai_generated_voice",
    "voice_calls",
    "event_or_class_reminders"
  ]
}

Agent

{
  "intentsAllowed": [
    "confirm_attendance",
    "event_logistics",
    "cancel_registration"
  ],
  "intentsBlocked": [
    "fundraising_ask",
    "upsell",
    "political_persuasion"
  ],
  "tools": [
    "opt_out",
    "escalate_human",
    "end_call"
  ]
}

Destinations & frequency

Classes: wireless, residential_landline

Purpose: event_class_remind · Default enabled on seed: no (enable in Campaigns)

{
  "maxAttemptsPerNumberPer30d": 4,
  "minHoursBetweenAttempts": 24
}

Customize to your program

Opens, disclosures, intents, tools, CRM fields, and escalation rules are configured to your scripts and ops process. If your use case isn’t listed, we still build it—starters are shortcuts, not a ceiling.

→ Event metadata (time, location) in call context
→ Opt-out writes to suppressions for the next attempt
→ No fundraising intents in this starter template
→ You own lists/consent (outbound) or knowledge + recording policy (inbound)

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