AI agent for call center supervisors
Call Compliance Disclosure Monitoring Agent
Find and fix missed required disclosures every day
What it does
Missing a required disclosure on a call can bring fines and complaints, but nobody can listen to every call. Every day this agent checks transcripts of calls where a disclosure is required, such as recording notices, identity checks before account changes or cancellation rights in sales calls. It finds whether each required line was said, and in the right order. When it finds a miss, it re-listens to that audio portion to confirm the transcript is not wrong. Confirmed misses are grouped by agent and by script version, so a bad script is not blamed on people. It drafts a corrective note and, for serious misses, a customer follow-up for compliance review. The supervisor and compliance team approve all actions. Edge case: if the customer hung up before the disclosure point, it is not counted as a miss.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Daily compliance check
- Pull transcripts for call types needing disclosures
- Check each required line and its order
- Is each suspected miss confirmed in the audio?If not: mark as transcript error and drop it. Back to step 3.
- Group confirmed misses by agent and script
- Draft corrective notes and customer follow-ups
- Compliance approves any customer follow-upThe agent waits here for your OK.
- Compliance log updated
How it decides
It matches required lines by meaning, not exact wording, and confirms misses against the audio.
- Calls ending before the disclosure point are not misses
- Three misses by one agent in a week trigger a coaching note
- Misses on account changes need customer follow-up review
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Disclosure rules per call type
- Coaching threshold
- Follow-up rules
- Report time
What keeps you in control
It always asks you first
- Customer follow-ups
- Coaching notes
Hard limits
- Never contacts customers
- Never disciplines staff
It stops when
- Done: day's calls checked
- Stop: rules for a call type missing
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide