SMS Opt-In

Company

HVX Voice (used by HVAC businesses as a virtual receptionist and appointment assistant)

Opt-In Method

Verbal consent during an inbound phone call.

Use Case

Transactional SMS only, including appointment confirmations, appointment reschedules, service reminders, and operational service-related notifications. No marketing or promotional messaging is sent.

Process Description

When a customer calls an HVAC business that uses HVX Voice (either the business phone number or a toll-free number), the call is answered by an AI voice agent acting on behalf of the HVAC business.

If SMS notifications are relevant to the caller's service request (such as appointment confirmation, reschedule confirmation, or service updates), the AI agent asks the caller for verbal consent to receive transactional SMS messages from the HVAC business.

The AI agent informs the caller that message frequency may vary, standard message and data rates may apply, and that the caller can reply STOP to opt out or HELP for assistance. The caller is also informed that their mobile number will not be shared with third parties for marketing or promotional purposes.

Verbal Consent Script

(Agent asks)

Do you consent to receive appointment and service-related text messages from [the HVAC business you contacted]?
Message frequency may vary. Standard message and data rates may apply.
Reply STOP to opt out or HELP for help.
We will not share your mobile information with third parties for marketing or promotional purposes.

Please say "Yes" or "No".

If the caller states: "Yes."

(Agent states)

By stating "Yes" and providing your phone number, you agree to receive transactional text messages related to your service request from [the HVAC business you contacted].
Message frequency may vary. Standard message and data rates may apply.
Reply STOP to opt out or HELP for help.
Your mobile number will not be shared with third parties for marketing or promotional purposes.

Confirmation SMS

Once the caller verbally agrees, the phone number is recorded and a confirmation SMS is sent:

You have agreed to receive appointment and service-related text messages from [the HVAC business you contacted].
Message frequency may vary. Standard message and data rates may apply.
Reply STOP to opt out, HELP for help.