Legal template
AI and Call Disclosure
Template disclosure for AI-assisted call workflows.
Version: sv-legal-template-v1. Last updated: 28 June 2026.
AI identity
Callers should be clearly informed when they are interacting with an AI receptionist or AI-assisted workflow.
Recording and transcription options
Recording and transcription depend on customer configuration, caller notice and applicable legal review.
Purpose
AI workflows are intended to answer approved enquiries, capture details, route calls and support appointment scheduling.
Customer configuration responsibility
Customers must review scripts, knowledge, escalation rules and caller notices before going live.
Human escalation
The workflow should provide clear fallback or escalation when a caller needs a person.
Prohibited reliance
The AI should not be relied on for medical, financial, legal, emergency or safety-critical advice.
Caller notice sample
Sample: You are speaking with SimplyVoxa, an AI assistant configured for this business. I can help with approved enquiries and appointment requests.
Jurisdiction-specific review
Caller notice, recording and consent obligations vary by location and require qualified legal review.
