Invelo dialer compliance and protection guide

Compliance rules, safeguards, and best practices for Invelo Dialer users

At Invelo, we’re committed to giving users the tools to connect with property owners and motivated sellers while helping them stay safe from compliance risks. This guide combines our key compliance policies, protections, and usage guidelines so users can confidently use the Invelo Dialer and related features.

Overview of the Invelo Dialer

The Invelo Dialer allows you to:

• Make outbound calls directly from your browser
• Record calls and generate AI-powered summaries
• Use local presence numbers for better connection rates
• Track inbound calls and SMS through provisioned numbers

Usage limits:

• Max 10,000 outbound calls/month per user
• Max 1,000 contacts per dialer session
• Max 75 calls/day per phone number

If users ask: inbound SMS/voice is supported via tracking numbers, but compliance limits apply equally.

Invelo’s Built-In Compliance Safeguards

Invelo provides users with compliance tools, but staff must be clear that ultimate responsibility lies with the user. Safeguards include:

• ✅ DNC & Litigator Scrubbing: Numbers are automatically checked against national Do Not Call registries and litigator databases.
• ✅ STIR/SHAKEN Authentication: Caller ID verification to reduce spam labeling.
• ✅ Call Monitoring: Automated detection of short-duration calls, aggressive dialing, or suspicious call patterns.
• ✅ Time-of-Day Restrictions: Hard-blocks on calls outside 8 AM–8 PM local time.
• ✅ Call Frequency Limits: Prevents excessive dials to the same contact.
• ✅ Voicemail Drop Limits: Caps usage to reduce risk of being flagged.

If suspicious behavior is detected, Invelo may pause sessions, issue warnings, or suspend dialer access.

User Responsibilities

While Invelo helps reduce risk, users are ultimately responsible for:

• Obtaining valid consent before contacting leads
• Honoring all opt-outs and unsubscribe requests
• Using only Invelo-provisioned or ported numbers
• Avoiding spoofed, misleading, or abusive caller IDs
• Cooperating with traceback or investigation requests

Enforcement & Protection Framework

Invelo uses a Dialer Protection Framework and Robocall Mitigation Policy to protect both the users and the platform:

• Soft warnings if call quality/behavior looks risky (e.g., unusually short calls).
• Hard warnings & session interruptions if clear violations occur (e.g., robocalling patterns).
• Manual compliance review if repeated violations, traceback requests, or suspicious volume spikes occur.
• Account suspension/termination for serious or repeated non-compliance.

Terms of Service Highlights

By using Invelo’s dialer and telephony tools, users agree that:

• You are solely responsible for all dialing activity.
• You must comply with all federal, state, and local calling laws.
• You must indemnify Invelo against any legal claims resulting from your dialing activity.
• Invelo may suspend or terminate access to telephony features for violations. 

Key Takeaways

• Invelo does not initiate or control user dialing activity. Users own compliance risk.
• Safeguards are in place to protect both users and Invelo from regulatory action.