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Data & trust center

Policy engine active

One place for identity quality, source provenance, consent, quiet hours, suppression, import review, and the deterministic rules every AI agent must obey.

Trust posture · derived from the browser-local directory

Directory records

8

0 browser-local · rest seed-derived

Marketing eligible

8

0 records restricted

AI voice eligible

0

Explicit channel permission only

Identity queue

1

1 likely match awaits review

Communication policy

Enforced before send

The language model never decides whether a customer may be contacted.

Consent + purpose

Channel and marketing scope

Transactional permission never becomes marketing permission.

Quiet hours

8:00 PM–8:00 AM

Evaluated in the customer’s local time zone.

Frequency cap

2 touches / 30 days

Counts campaigns and autonomous agent outreach together.

Jurisdiction

Strictest applicable rule

Customer-local rules + strictest state policy

Human review

Work above $750

Also required for negative sentiment, safety, legal, and billing disputes.

AI disclosure

Required at call start

Model, evidence, confidence, and final action remain auditable.

Identity review

Human-controlled merge queue

1 match
96% likely match · seeded

M. Lee ↔ Morgan Lee

Same mobile number and 2023 Porsche Cayenne across a Tekmetric import and the local directory.

Review side by side

Duplicate detection runs when a record is created — a matching phone or email flags a review here, never an automatic merge.

Network governance

Brand policy + local accountability · illustrative

Locations protected3 / 3
Approved local overrides1
A2P brand statusRegistered

Consent ledger · full directory (8)

CustomerSMSEmailMarketingAI voiceSourceOpen
Brian Peters

(443) 555-2347

OnOnOpted inOff· defaultDirectory seed
Cory Martin

(301) 555-1504

OnOnOpted inOff· defaultDirectory seed
Greg Maguire

(443) 555-2787

OnOnOpted inOff· defaultDirectory seed
Jay Mccauslin

(301) 555-3339

OnOnOpted inOff· defaultDirectory seed
Kenyatta Steppes

(301) 555-8008

OnOnOpted inOff· defaultDirectory seed
Lisa Anseth

(301) 555-4589

OnOnOpted inOff· defaultDirectory seed
Morgan Lee

(240) 555-1058

OnOnOpted inOff· defaultDirectory seed
Shelly Leany

(443) 555-9130

OnOnOpted inOff· defaultDirectory seed

Directory-seed rows use the prototype defaults (SMS + email on, AI voice off) until a local record stores explicit consent.

Connected truth sources

Illustrative — no live connections in this prototype

Point of sale

Healthy

Customers, ROs, invoices, payments

Freshness · 42 sec

Booking

Healthy

Appointments, capacity, no-shows

Freshness · 1 min

Digital inspections

Healthy

Findings, media, deferred work

Freshness · 38 sec

Website + Google

Healthy

Leads, source, campaign attribution

Freshness · 2 min

Phone + messaging

Review

Calls, SMS, email, delivery events

Freshness · 1 retry

Connected vehicles

Partial

Mileage, oil life, DTC signals

Freshness · 3 of 15