AI calling agent with pre-call compliance checks

Deliverables

• Outbound workflow with lead extraction and field validation
• Pre-call check chain with a compliance logger
• Ytel lead creation and Retell AI call creation
• Inbound call workflow with validation and an instant webhook response
• Call-ended handler for callbacks, transfers, retries and overflow

The challenge

Outbound calling comes with rules that vary by state and by number type, and a call to the wrong number at the wrong time is costly. The team relied on manual list scrubbing before campaigns, call results were updated by hand, and callbacks and transfers could slip through on busy days.

Our approach

The outbound workflow starts from a Ytel trigger, extracts and validates the lead fields, then builds a compliance context. The lead runs through a series of checks: excluded states, the national do-not-call list, a state DNC list, a calling-hours window, a per-state frequency check, cell-phone consent and the internal DNC list. Every check reports to a compliance logger, so a blocked lead is recorded with the reason. Leads that pass are added to Ytel, a Retell AI call is created and the call ID is stored. The inbound workflow validates the required fields, responds to the webhook straight away, updates Ytel and starts the Retell AI inbound agent, or returns a validation failure. The call-ended workflow reads why the call finished: hangups and final statuses update Ytel, callback requests are recorded, transfers go ahead when an agent is available, and otherwise a retry counter decides between another call attempt and the overflow queue.