Compliance
Manage your Do Not Call list, card-payment and healthcare protections, and the change history for your account.
Outbound calling is regulated. Chatley helps you stay compliant with a required Do Not Call (DNC) attestation and an account-wide DNC list that blocks numbers you must not call. This applies to outbound calls and campaigns.
Around the page
Open Compliance under Setup (the page title is Compliance & Do Not Call). It has three tabs:
| Tab | What it covers |
|---|---|
| Do Not Call list | Numbers your agents must never call. |
| Card payments and healthcare | Protections for agents that take card details (PCI) or handle patient information (HIPAA). |
| Change history | An append-only record of every Do Not Call action in your account. |
Step 1 — Accept the DNC attestation
Before an agent can place outbound calls, you must accept the DNC Compliance Attestation on that agent. You acknowledge that:
- you are responsible for compliance with the Telephone Consumer Protection Act (TCPA) and all applicable Do Not Call regulations, and
- you will honour opt-out requests and won't call numbers on the DNC list.
Tick the acknowledgement box and choose Accept & Continue. Until you do, outbound calls are blocked with "DNC Compliance Required."
Step 2 — Manage your Do Not Call list
The Do Not Call list tab shows the numbers blocked now, with how it was added, a reason and the date blocked.
The DNC list is enforced at the account level — a number opted out in any workspace is blocked across your entire account.
Ways numbers get onto the list:
- Block — add a single number yourself, with an optional reason. Manually added.
- Import — bulk-import a CSV. Columns:
phone_number(required) andreason(optional). Imported from CSV. - Automatically — callers who ask not to be called again are added for you. Detected from call.
- Through the API — numbers your own systems add.
You can search a phone number, Export the list as CSV, and remove a number when appropriate. Removed numbers move to a separate list so you can see them later.
What happens on each call
When an agent is about to dial, the number is checked against the DNC list:
- Not on the list → the call proceeds.
- On the list → the call is blocked ("Call Blocked — DNC List"). Remove the number from the list first if calling it is appropriate.
Troubleshooting
| Problem | What to check |
|---|---|
| DNC Compliance Required | Accept the DNC attestation on the agent before dialing. |
| Call Blocked — DNC List | The number is opted out somewhere in your account. Review it in the DNC dashboard. |
| A number won't unblock | Remember enforcement is account-wide — check other workspaces too. |
Next steps
- Outbound — place calls and run campaigns once compliant.
- Getting started — the basics of workspaces and agents.
Card payments and healthcare
This tab holds protections you switch on per agent:
- Card payments (PCI) — turn this on, under Voice & conversation, for an agent that takes card details over the phone. Voice models are restricted, non-compliant voices are switched automatically, and transcripts and recordings are unavailable for those calls.
- Healthcare (HIPAA) — protects patient information in calls, transcripts and recordings across all your workspaces. HIPAA is an add-on to your plan; the tab links to Plan and billing where you can add it.
Change history
Every addition and removal on the Do Not Call list is recorded here, with who or what made the change. The record is append-only: it cannot be edited. Until something happens the tab says No audit events yet.