Compliance and AI
🛡️ Staying Compliant When Using AI Sales Agents
Using AI sales technology like SalesApe means you’ll want to stay on top of your local legal and compliance responsibilities — especially when messaging customers or leads.
This guide will walk you through key things to be aware of, common best practices, and how to use our AI disclosure toggle to support your compliance efforts.
⚠️ Important Disclaimer:
SalesApe does not provide legal advice. It is your responsibility to ensure that your use of AI sales agents complies with local laws and regulations, including (but not limited to) data protection, consumer privacy, AI disclosure, and messaging consent.
✅ Your Responsibilities
As the account owner, you're responsible for ensuring:
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You only message contacts you have the legal right to contact.
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You have collected consent where required (e.g. via web forms, email sign-ups, opt-ins).
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You comply with any state, regional, or industry-specific rules around bots, AI use, and automated outreach.
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You provide an opt-out mechanism in your communications where required.
We recommend reviewing your messaging workflows with your legal or data protection team if you’re unsure.
🔍 Common State-Level AI and Privacy Rules (US)
Here are a few examples US states with active or emerging rules:
| State | Key Considerations |
|---|---|
| California | Must disclose when interacting with an AI bot if it could influence a purchase. Requires opt-out options and data protection under CPRA. |
| Colorado | Similar to GDPR. Requires opt-outs, transparency, and lawful basis for contacting. |
| Connecticut | Requires consent for personal data use. Transparency and opt-out recommended. |
| Utah | Less strict but still requires clarity around data use and opt-out ability. |
These aren’t the only states with laws — please check with your legal advisor based on where you operate.
🤖 New Feature: AI Disclosure Toggle
To help you stay transparent, we offer an optional AI identity disclosure toggle.
What it does:
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When toggled on, your AI sales agent will open each conversation with a short message like:
Hi, I’m [Agent Name], an AI assistant supporting the [Your Company] team. What's motivated you to make a change in your life and enquire with us today?
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You can customize this language further via your onboarding specialist or account manager.
Where to find it:
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Speak to the team and we'll guide you on how to set this up should you choose to.
This tool is optional, and you are responsible for deciding whether to use it based on your own compliance needs.
💬 Final Reminder
SalesApe helps you build powerful, automated sales engagement. But how you use it — including who you contact, how you collect consent, and what you say — is always up to you.
Please ensure your legal and compliance teams review your intended use before going live.
If you have any questions about how to configure your AI agent, our team is here to help with setup and best practices (not legal advice!).