Engage swarm · Lost-call-recovery agent · Auto-text SMS followup skill · Build pillar · Published July 3, 2026

How to build per-location auto-text SMS followup for missed-call recovery

The canonical 60-second text-back to a missed call is uniquely legal under TCPA implied-consent doctrine for inbound-initiated calls (FCC 1992 first order + FCC 2015 Omnibus Declaratory Ruling + ACA International v FCC remand + FCC Declaratory Ruling FCC 24-18 March 2024) — provided no prior STOP has been registered, 8am–9pm recipient-time-zone quiet hours are honored, STOP / HELP / UNSUBSCRIBE discipline per CTIA Messaging Principles is enforced, and the sender is registered in 10DLC A2P Campaign Registry. The Trigger + Compose + Gate + Audit skill bundle on the lost-call-recovery agent sits above CallRail + Invoca + DialogTech + CallTrackingMetrics + Phonexa call-tracking + Twilio + Bandwidth + Plivo + Telnyx + Vonage CPaaS + RingCentral + 8x8 + Dialpad UCaaS + Genesys + NICE + Five9 + Talkdesk contact center + Attentive + Postscript + Klaviyo SMS + EZ Texting + SimpleTexting messaging surface, and writes a per-message canonical record with named regulatory anchors preserved in every audit record.

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The 4-skill bundle on the lost-call-recovery agent

Trigger

Per-location 60-second timer orchestration with pre-trigger checks. TCPA consent-state check (caller has not registered STOP across any banner sender; implied consent from inbound call still valid; FCC 24-18 revocation status). 8am–9pm recipient-time-zone quiet hours + per-state religious / federal holiday pause. Per-state mini-TCPA (Florida FTSA + Oklahoma TCPA + Washington CEMA). Per-business-hours check. DND check across CRM + per-state DNC + Federal DNC. Prior- text-conversation deduplication. STIR / SHAKEN A / B / C attestation + Robocall Mitigation Database. Per-vertical pre-trigger (HIPAA BAA coverage when healthcare; FINRA Rule 3110 supervisory pre-send when financial services). Pre- trigger LLM evaluation of caller intent and prior call history. Failure fallback + per-cause record. Per-call confidence tier + explainability written into Audit.

Compose

Per-location LLM message templating across OpenAI GPT-4o + Anthropic Claude Opus / Sonnet + Google Gemini Pro 2 + Mistral Large 2 + Cohere Command R+ + Meta Llama 3 70B + Qwen 2 + DeepSeek V3 under per-vendor zero-retention. Per- location context injection (location name + hours + services + caller prior history + time of day + per-vertical + brand spec). Brand-voice + claims-allowlist + forbidden-phrase grounding via sibling skills. Character-count optimization (160-character single segment vs multi-part GSM-7 vs UCS-2). Per-location A / B test spec. Branded sender ID allocation across 10DLC The Campaign Registry registered numbers + CTIA toll-free verified numbers + Common Short Codes per- location allocation strategy + failover. Per-vertical context (HIPAA PHI-minimum-necessary when healthcare; FINRA Rule 2210 content standard + Rule 3110 supervisory-review-pre-use trail when financial services; FDA DTC fair balance + 21 CFR Part 202 when FDA-regulated). Multi-LLM pre-send moderation ensemble agreement check.

Gate

Five anchors before send. TCPA 47 USC 227 implied-consent doctrine (FCC 1992 + FCC 2015 Omnibus + ACA International + FCC 24-18) + 8am–9pm quiet hours + STOP / HELP / UNSUBSCRIBE per CTIA + 10DLC + Common Short Code Carrier + CTIA Short Code Monitoring + state mini-TCPAs + 14-state two-party recording consent + STIR / SHAKEN. HIPAA 45 CFR 164.502 / 504 / 514 / 308 / 312 + per-state telemedicine + DEA + FINRA Rule 2210 + 3110 + SEC 17 CFR 240.17a-4 + FDA DTC fair balance + 21 CFR Part 202 when applicable. FCRA + ECOA Regulation B disparate-impact + Fair Housing + GLBA + COPPA. FDD Item 12 + 15-state franchise + FDD Item 17 + 19 + CFPB UDAAP. CCPA + CPRA + 17-state + GDPR Article 6 + 7 + 17 + 22 + LGPD + DPDP + PIPEDA + Quebec Law 25 + CASL + ADA Title III + WCAG 2.2 AA + EU AI Act Article 22 + 26 + 50 + Digital Services Act + NIST AI RMF + ISO 42001 + per-vendor LLM zero-retention. Policy-as-code via OPA Rego + AWS Cedar + Casbin + Cerbos + Oso + Styra DAS + Permit.io.

Audit

Per-message WORM record: per-message ID + per-missed-call event ID + per-banner + per-location + per-sender ID + per- TCR campaign ID + per-LLM template version + per-context injected + per-PHI-redacted fields + per-vertical compliance evaluation result + per-multi-LLM pre-send moderation consensus + Trigger decision + send timestamp + per-quiet- hours evaluation + per-opt-out state + per-delivery status + per-error code + per-reply content + per-reply routed stakeholder + per-conversion outcome + per-anchor Gate decision with evidence + per-vendor LLM zero-retention verification + sibling-handoff pointers. Opt-out tracking propagates STOP / UNSUBSCRIBE cross-banner cross-vendor with FCC TCPA attestation. Reply routing handles per-keyword + per- LLM-intent routing into AI receptionist + per-location live agent + per-location callback queue + emergency escalation. Conversion tracking attributes callback + walk-in + online + revenue + LTV + recovery rate via A/B test + DiD. Storage: AWS S3 Object Lock + Azure Blob immutable + Google Cloud Storage Bucket Lock + Wasabi WORM. Retention stacks: 7-year IRS + 7-year FTC + 7-year HIPAA + 7-year state-bar + 6-year SEC + 3-year FINRA 4511 + 3-year FINRA Rule 3110 + per- state two-party recording + 36-month CASL + GDPR Article 30 + EU AI Act Article 12 + SOC 2 CC7 / CC8.

The real vendor ecosystem this sits above

Voice surface + sender ID

Call-tracking (CallRail + CallTrackingMetrics + Marchex + Invoca + DialogTech + CallSource + WhatConverts + Phonexa + ResponseTap); CPaaS voice (Twilio Programmable Voice + Bandwidth + Plivo + Telnyx + Vonage); UCaaS (RingCentral + 8x8 + Dialpad + Aircall + Nextiva + Ooma + GoTo Connect); contact center (Five9 + NICE inContact + Genesys Cloud + Talkdesk); enterprise voice (Cisco Webex Calling + Microsoft Teams Phone + Zoom Phone + Avaya Cloud + Mitel CloudLink); 10DLC The Campaign Registry + CTIA toll-free verified + Common Short Codes for sender ID; STIR / SHAKEN attestation.

SMS providers + AI receptionist

SMS providers (Twilio Messaging + Bandwidth + Sinch + MessageBird + Plivo + Vonage + Attentive + Postscript + Klaviyo SMS + EZ Texting + SimpleTexting + TextMagic + Salesfire + Sendlane + Cordial + Iterable + Braze + Customer.io). HIPAA-eligible distinction (BAA-eligible Twilio Conversations vs Twilio standard). AI receptionist downstream consumer (Goodcall + Rosie + Synthflow + Vapi + Bland AI + Retell AI). OpenAI + Anthropic + Google + Mistral + Cohere LLM providers under per-vendor zero-retention back Compose + multi-LLM pre-send moderation ensemble.

Policy-as-code + WORM + sibling skills

OPA Rego + AWS Cedar + Casbin + Cerbos + Oso + Styra DAS + Permit.io policy-as-code expresses every Gate rule including the TCPA implied-consent state machine, 8am–9pm quiet- hours map, STOP / HELP / UNSUBSCRIBE cross-banner propagation, 10DLC registration check, STIR / SHAKEN attestation map, 14-state recording consent map, HIPAA BAA coverage matrix, and FDD Item 12 protected-territory map. AWS S3 Object Lock + Azure Blob immutable + Google Cloud Storage Bucket Lock + Wasabi compliance WORM holds the per- message audit substrate. Sibling skills on the same agent: per-location missed-call CRM creation + callback workflow (upstream trigger source pair); per-location callback scheduling (downstream booking workflow); missed-call recovery (parent commercial); missed-call text-back; cross- vendor missed-call event normalization; AI receptionist; call analytics; recovery-rate dashboard.

The 6-workstream reporting cycle

Numeric uplift commitments are not made up-front. The engagement ships a pre-engagement baseline across six workstreams; the cycle tracks delta against that baseline. Reporting is the substrate, not the promise.

Trigger coverage.Voice-surface adapter coverage across the 37+ surfaces; pre-trigger check completeness (TCPA + 8am–9pm quiet hours + per-state mini- TCPA + business hours + DND + prior-conversation dedup + STIR / SHAKEN attestation + per-vertical pre-trigger).
Compose quality. Per-location LLM templating quality across brand-voice + claims-allowlist + forbidden- phrase grounding; per-vendor LLM zero-retention verification; character-count optimization; A / B test arm distribution; multi-LLM pre-send moderation ensemble agreement rate.
Gate quality. Per-anchor evaluation completeness (TCPA implied-consent + 10DLC + CTIA + STIR / SHAKEN + 14-state recording consent + HIPAA + FCRA + ECOA + FDD Item 12 + FINRA + EU AI Act); per-anchor pass / fail / route-to-counsel distribution; STOP / HELP propagation latency; HIPAA BAA coverage.
Audit quality. Per-message WORM record completeness; retention-window coverage (longest of 7-year IRS + 7-year FTC + 7-year HIPAA + 7-year state-bar + 6-year SEC + 3-year FINRA 4511 + 3-year FINRA Rule 3110 + per-state recording retention + 36-month CASL + GDPR Article 30 + EU AI Act Article 12 + SOC 2 CC7 / CC8); end-to-end replay success rate.
Compliance posture. TCPA implied-consent evidence cadence; 10DLC + CTIA campaign-registry posture; STIR / SHAKEN attestation posture; 14-state recording-consent disclosure adherence; HIPAA BAA coverage across healthcare voice; FDD Item 12 territorial-protection adherence; EU AI Act Article 50 disclosure when AI receptionist or AI templating participated.
Audit-trail completeness. Per-anchor regulatory citation completeness; opt-out propagation latency cross-banner cross-vendor; reply-routing latency to AI receptionist + live agent + callback queue + emergency escalation; conversion-tracking completeness (callback + walk- in + online + revenue + LTV + recovery rate); sibling-handoff pointer completeness into the lost-call-recovery bundle (per- location missed-call CRM creation upstream + per-location callback scheduling downstream + missed-call recovery commercial + missed-call text-back + cross-vendor event normalization + AI receptionist + call analytics + recovery-rate dashboard).

Frequently asked questions

What is per-location auto-text SMS followup for missed-call recovery — and what makes the 60-second text-back uniquely legal?

When a customer dials a per-location number and the call goes unanswered, federal TCPA implied-consent doctrine (developed through the FCC 1992 first order interpreting TCPA, the FCC 2015 Omnibus Declaratory Ruling, and follow-on FCC orders) finds that the customer’s act of initiating the inbound call carries implied consent to receive a return text-back tied to that call within a reasonable window. The canonical 60-second text-back is uniquely legal under that implied-consent doctrine provided that no prior STOP has been registered for the caller’s number, 8am–9pm recipient-time-zone quiet hours are honored, STOP / HELP / UNSUBSCRIBE keyword discipline per CTIA Messaging Principles is enforced, and the sender is registered in 10DLC A2P Campaign Registry. The four-skill bundle on the lost-call-recovery agent — Trigger, Compose, Gate, Audit — sits above the 37+ voice surfaces and the 16+ SMS provider surface and writes a per-message canonical record with named regulatory citations preserved in the audit trail.

Why do CallRail + Invoca + DialogTech + Attentive + Postscript + EZ Texting + SimpleTexting break at multi-location 60-second text-back scale?

Each vendor ships a per-tenant flat 60-second text-back primitive — fires once when a missed call is detected, drops a template into the SMS pipeline. None coordinates pre-trigger checks across the regulatory stack (TCPA consent state + STOP keyword history + 8am–9pm quiet hours + per-state mini-TCPA + HIPAA BAA coverage for healthcare voice + per-state recording consent + STIR / SHAKEN caller-ID attestation). None composes the message via per-location LLM templating that injects per-location hours + services + branded sender ID + per-vertical context under brand-voice grounding. None enforces FCRA, ECOA Regulation B disparate-impact, FDD Item 12 territorial-protection, FINRA Rule 2210 + Rule 3110 supervisory review when financial services, or HIPAA Privacy + Security rules when healthcare. None writes a WORM record retaining the per-message snapshot for the longest applicable regulatory window. The four-skill bundle Trigger + Compose + Gate + Audit sits above the voice and SMS surface — it does not replace it. Trigger orchestrates the 60-second timer with pre-trigger checks. Compose templates the message under per-location LLM grounding. Gate enforces the regulatory stack. Audit writes the per-message WORM record.

What does Trigger do — 60-second orchestration + pre-trigger TCPA / STOP / quiet-hours / business-hours / DND / STIR-SHAKEN checks?

Trigger orchestrates the per-location 60-second timer with explicit pre-trigger checks. TCPA consent-state check (caller has not registered STOP across any banner sender; implied consent from inbound call is still valid; FCC Declaratory Ruling FCC 24-18 March 2024 revocation status verified). Quiet-hours check (8am–9pm recipient time zone; per-state religious-holiday + federal-holiday pause). Per-state mini-TCPA check (Florida FTSA + Oklahoma TCPA + Washington CEMA). Per-business-hours check (per-location hours from master record). DND (Do-Not-Disturb) check across CRM + per-state DNC + Federal DNC. Prior-text-conversation check (deduplicates against existing live conversation in the per-location queue). STIR / SHAKEN caller-ID attestation check (A / B / C attestation + Robocall Mitigation Database lookup). Per-vertical pre-trigger check (HIPAA BAA coverage when healthcare; FINRA Rule 3110 supervisory pre-send when financial services). Pre-trigger LLM evaluation of caller intent and prior call history. Failure fallback (trigger suppressed + per-failure-cause record + audit-trail entry). Per-call confidence tier + explainability written into Audit.

What does Compose do — per-location LLM message templating + branded sender ID + 10DLC + per-vertical context injection?

Compose templates the message via per-location LLM templating across OpenAI GPT-4o + Anthropic Claude Opus + Claude Sonnet + Google Gemini Pro 2 + Mistral Large 2 + Cohere Command R+ + Meta Llama 3 70B + Qwen 2 + DeepSeek V3 under per-vendor zero-retention. Per-location context injection includes location name + location hours + location services + caller prior history + time of day + per-vertical + brand-spec. Brand-voice grounding via the runtime brand-voice gate sibling skill. Claims grounding via the claims-allowlist sibling skill. Forbidden-phrase grounding via the forbidden-phrase library sibling skill. Character-count optimization (160-character single-segment vs multi-part GSM-7 vs UCS-2). Per-location merge-tag spec. Per-location A / B test spec. Branded sender ID allocation across 10DLC The Campaign Registry registered numbers + CTIA toll-free verified numbers + Common Short Codes per-location allocation strategy + failover. Per-vertical context: HIPAA-compliant template (PHI-minimum-necessary; no PHI in default reminder; BAA-eligible Twilio Conversations + HIPAA-eligible vendor only) when healthcare; FINRA Rule 2210 content-standard template + Rule 3110 supervisory-review-pre-use trail when financial services; FDA DTC fair-balance + 21 CFR Part 202 template when FDA-regulated. Multi-LLM pre-send moderation ensemble agreement check before send.

What does Gate do — TCPA implied-consent + STOP / HELP / UNSUBSCRIBE + 10DLC + STIR / SHAKEN + 14-state recording + HIPAA + FCRA + ECOA + FDD Item 12 + FINRA + EU AI Act anchors?

Gate evaluates five operationally distinctive anchors before any 60-second text-back fires. Anchor 1 (the most operationally distinctive — distinctive to inbound-initiated voice followup): TCPA 47 USC 227 implied-consent doctrine for inbound-initiated calls (FCC 1992 first order + FCC 2015 Omnibus Declaratory Ruling + ACA International v FCC remand + FCC Declaratory Ruling FCC 24-18 March 2024 revocation-on-any-reasonable-channel); 8am–9pm recipient-time-zone quiet hours; STOP / HELP / UNSUBSCRIBE keyword discipline per CTIA Messaging Principles enforced cross-banner cross-sender; 10DLC A2P Campaign Registry registration; CTIA Short Code Monitoring; Common Short Code Carrier; per-state mini-TCPAs (Florida FTSA + Oklahoma TCPA + Washington CEMA); 14-state two-party recording consent (California + Connecticut + Delaware + Florida + Illinois + Maryland + Massachusetts + Michigan + Montana + Nevada + New Hampshire + Pennsylvania + Vermont + Washington); STIR / SHAKEN caller-ID authentication framework (FCC mandate effective June 30, 2021 + A / B / C attestation + Robocall Mitigation Database). Anchor 2 (vertical-specific): HIPAA 45 CFR 164.502 minimum necessary + 164.504 BAA with voice vendor + SMS vendor (BAA-eligible Twilio Conversations not Twilio standard; HIPAA-eligible Zoom Healthcare not Zoom standard) + 164.514 de-identification + 164.308 administrative safeguards + 164.312 technical safeguards when healthcare voice; per-state telemedicine licensure + DEA controlled substance; FINRA Rule 2210 supervisory review + Rule 3110 archive + SEC 17 CFR 240.17a-4 retention when financial services; FDA DTC fair balance + 21 CFR Part 202 when FDA-regulated. Anchor 3 (credit + anti-discrimination): FCRA + ECOA Regulation B disparate-impact when AI-ML rep assignment or template variant routes based on caller-area-code or demographic proxy + adverse-action notice when applicable; Fair Housing Act; GLBA Safeguards Rule; COPPA 15 USC 6501 when kids-program voice traffic. Anchor 4 (franchise + multi-location): FDD Item 12 territorial-protection per FTC Franchise Rule 16 CFR 436 + 15-state franchise registration + state franchise relationship laws + FDD Item 17 + 19; CFPB UDAAP. Anchor 5 (privacy + AI-governance): CCPA + CPRA right to opt out of automated decision-making + 17-state comprehensive privacy + GDPR Article 6 + 7 + 17 + 22 + LGPD + DPDP + PIPEDA + Quebec Law 25 + CASL + COPPA; EU AI Act Article 22 + 26 + 50 + Article 13 + 14 + 15 when AI-receptionist or AI templating participates; Digital Services Act; NIST AI Risk Management Framework; ISO 42001; per-vendor LLM zero-retention verified per call. Policy-as-code expression via OPA Rego + AWS Cedar + Casbin + Cerbos + Oso + Styra DAS + Permit.io.

What does Audit do — per-message WORM record + opt-out tracking + reply routing + conversion tracking + end-to-end replay?

Audit writes a per-message WORM record at every send + every reply + every opt-out + every conversion event: per-message ID + per-missed-call event ID + per-banner pointer + per-location pointer + per-sender ID + per-TCR campaign ID + per-LLM template version + per-context injected + per-PHI-redacted fields + per-vertical compliance evaluation result + per-multi-LLM pre-send moderation ensemble consensus + Trigger decision + send timestamp + per-quiet-hours evaluation + per-opt-out state + per-delivery status + per-error code + per-reply content + per-reply routed stakeholder + per-conversion outcome (callback + walk-in + online + revenue + LTV) + per-anchor Gate decision with evidence (TCPA implied-consent state + STIR/SHAKEN attestation + 14-state recording consent + 10DLC registration + HIPAA BAA + FCRA permissible-purpose + ECOA disparate-impact + FDD Item 12 protected-territory + FINRA Rule 2210 supervisory review + FINRA Rule 3110 archive + EU AI Act Article 50 disclosure when AI receptionist participated) + per-vendor LLM zero-retention verification + sibling-handoff pointers. Opt-out tracking propagates STOP / UNSUBSCRIBE across all sender IDs cross-banner cross-vendor with FCC TCPA attestation. Reply routing handles per-keyword routing (STOP + HELP + CALL + VISIT + PRICE + HOURS + APPOINTMENT) and per-LLM-intent classification (question about hours + appointment booking + pricing inquiry + complaint + PHI-related question + emergency) into the AI receptionist sibling + per-location live agent + per-location callback queue + emergency escalation. Conversion tracking attributes callback + walk-in + online + revenue + LTV + recovery rate vs baseline + causal attribution via A/B test + difference-in-differences. Storage on AWS S3 Object Lock + Azure Blob immutable + Google Cloud Storage Bucket Lock + Wasabi compliance WORM. Retention stacks (longest applicable wins): 7-year IRS + 7-year FTC + 7-year HIPAA medical record + 7-year state-bar record + 6-year SEC + 3-year FINRA Rule 4511 + 3-year FINRA Rule 3110 social-media supervision archive + per-state two-party recording retention + 36-month CASL suppression + GDPR Article 30 + EU AI Act Article 12 + SOC 2 CC7 / CC8. End-to-end replay rewinds Trigger + Compose + Gate + reply routing + conversion tracking with confidence tier and explainability at every stage. Sibling handoffs flow into the per-location missed-call CRM creation sibling skill (upstream trigger source — pairs with this skill as SMS channel pair), the per-location callback scheduling sibling skill (downstream booking workflow), missed-call recovery commercial pillar (parent), missed-call text-back sibling, cross-vendor missed-call event normalization sibling, AI receptionist sibling, call analytics sibling, recovery-rate dashboard sibling.

Engage Completions on the lost-call-recovery bundle

The Trigger + Compose + Gate + Audit four-skill bundle ships as the orchestration layer above your existing voice surface, SMS provider surface, 10DLC sender-ID registration, AI receptionist, and CRM destinations. TCPA implied-consent doctrine + FCC 2015 Omnibus + FCC 24-18 + STOP / HELP / UNSUBSCRIBE per CTIA + 10DLC + STIR / SHAKEN + 14-state recording consent + HIPAA + FCRA + ECOA + FDD Item 12 + FINRA Rule 2210 + 3110 + EU AI Act anchors are preserved in every per-message audit record. Tier 1 AI Readiness Assessment scopes the bundle in two to three weeks; Tier 3 Fractional CMO with AI Swarm operates the bundle end-to-end.

Tier 1 AI Readiness Assessment Tier 3 Fractional CMO with AI Swarm Take the 3-question quiz