Consent, calling rules and audit records built into the platform.
Outreach at volume carries legal exposure. Sundial keeps the controls where they are enforced: all outbound communication reads the same consent record, and the record keeps its own audit history.
Consent per person, per channel, per purpose.
Consent is recorded per person and per phone number or email address, with a history of every change. Each record shows a channel-by-purpose grid and the timeline behind it.
- Enforcement mode per organization: off, log only or enforce (log only by default)
- Inbound STOP keywords are recorded as SMS opt-outs
An append-only ledger for legal authorizations.
One-time authorizations that don't fit the consent model, such as the FCRA credit-pull authorization during a credit application, are recorded in a separate ledger: the verbatim disclosure shown, how it was captured, any signature or audio artifact, and a reference to the source.
- Consent read by an AI agent on a call names the person who agreed
- Consent
- Person and identifier scope · channel × purpose · change history
- Authorizations
- Append-only, verbatim disclosure, capture method, artifact, source reference
- Audit log
- Append-only, attributed to the acting user
- Recordings
- Archived to your own storage, served on short-lived links
- Data quality
- AI-captured values are confirmed by a person before they become CRM data
Calling and messaging controls.
Pre-dial checks
Before a call connects, the number is screened for DNC status, consent for the purpose, the contact's time zone against the calling window, and the applicable state rules. A blocked call is blocked in the dialer, in campaigns and for AI agents.
TCPA calling hours and state rules
Calling windows with state variations and time-zone handling, including states with their own calling rules and two-party recording consent. Daily contact limits per person.
Disclosures
Recording consent, AI disclosure and company identification are part of each agent's configured opening and the rep's script.
Do-not-call
Import a DNC list or edit in app. The dialer, SMS, email and AI campaigns all check the same list.
Emergency stop
Suspend all outbound activity in one action and resume when ready.
A2P 10DLC
A self-serve registration wizard with status tracking. Approval enables SMS sending automatically.
Business verification and caller identity
Caller-ID name and SHAKEN/STIR signing are configured per number.
Templates, domains and messaging windows.
Each customer connects their own WhatsApp Business Account. Template creation and approval follow Meta's process. The 24-hour messaging window is shown in the thread.
Sending-domain management, unsubscribe endpoints and consent-aware sending.
Web chat
A visitor receives no CRM context and no finance tools until they verify their phone number by SMS.