BizCortex documentation

Calling rules: the dial check

The checks every call passes: legal basis, opt outs, calling hours, attempts, countries and approval.

Every outbound call passes one compliance check right before it is dialled, also calls from campaigns and scheduled calls. If one check fails, the call is refused and the reason is stored in the compliance centre under "Blocked calls". You can run the same check by hand in the card "Dial check" on a contact.

Incoming hotline calls need no legal basis, because the caller contacted you. The AI disclosure is still spoken first, and a caller who opted out gets a human, not the agent.

Calling rules: the dial check
Screenshot of this screen

Who can use this

  • Owner
  • Administrator
  • Sales
  • Compliance (audit only)

Fields and options

No valid legal basis

No valid legal basis under UWG §7 is recorded for this contact. Email only records do not count.

Opted out

The number or email is on your do not call list or on the global list.

Number does not exist

The carrier reported the number as not existing. Check it under Data upkeep or enter a new number.

Outside the calling window

Calls only happen in the calling hours in the contact's time zone. Default: Monday to Friday, 9:00 to 12:00 and 14:00 to 17:00. Nationwide public holidays in Germany, Austria and Switzerland are skipped; regional holidays are not.

Frequency cap

Attempts per person in total and per day, from the approved brief. Defaults: 3 attempts per person and 1 per day. A callback to a fresh web form enquiry has its own limits: up to 5 attempts, 3 a day, within 3 days of the enquiry.

Concurrent call limit

Too many calls run at the same time. The default limit is 2 parallel calls.

Country not allowed

The number belongs to a country the brief does not allow. Default: Germany only.

Brief not approved

Real contacts are only dialled after the agent brief is approved. Test calls are exempt.

Account suspended

The account is suspended.

Test mode

While the platform runs in test mode only allowlisted test numbers may be dialled.

Good to know

  • You cannot edit the calling hours in the app yet. This is not available yet as a self service setting.
  • On development installations a bypass may skip some checks. The compliance centre then shows "Compliance blocks are currently disabled". Opt outs always apply.

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