Scope & Disclaimer
This page provides implementation patterns, not legal advice.- You remain responsible for complying with:
- Local and international regulations (e.g. GDPR, CAN-SPAM, TCPA, ePrivacy, etc.).
- Your own policies and agreements.
- Tuco AI provides primitives (leads, fields, messages, webhooks) that you can combine into compliant flows.
Consent & Audience Management
Storing Consent
In your own systems and in Tuco leads:- Track consent-related attributes, such as:
hasConsentedToMessagingconsentSource(e.g. web form, signed contract)consentTimestamp
- Store these as:
- Custom fields on leads.
- Additional metadata in your own database.
Using Consent in Campaign Logic
Before sending messages:- Filter audiences based on:
- Consent flags.
- Channels allowed (e.g. iMessage vs email vs SMS).
- Regions and applicable regulatory regimes.
- Only leads you have determined are compliant to contact.
Opt-Out Handling Patterns
Storing Opt-Out Flags
For each lead and channel:- Maintain flags like:
optedOutOfAlloptedOutOfImessageoptedOutOfSmsoptedOutOfEmail
- Lead updates.
- Custom fields.
Detecting Opt-Outs from Replies
When using replies to capture opt-outs:- Implement logic in your own systems to detect:
- Messages containing patterns like:
- “STOP”, “UNSUBSCRIBE”, “REMOVE ME” (case-insensitive, language-sensitive).
- Domain-specific phrases for your regions.
- Messages containing patterns like:
- Tuco ingests replies and surfaces them via:
- The app’s inbox / UI.
- Message or reply webhooks.
- Your webhook consumer:
- Classifies replies.
- Updates:
optedOutOfXflags for the lead.
- Future campaign logic:
- Excludes leads with opt-out flags for the relevant channels.
Manual Opt-Outs
Provide administrative tools (in your own product and/or in Tuco) to:- Manually set or clear opt-out flags.
- View opt-out history per lead.
Channel-Specific Considerations
iMessage / SMS
Regulations often require:- Clear identification of the sender.
- Clear instructions for opting out, especially for SMS.
- Include:
- Your brand name.
- Simple opt-out wording (e.g. “Reply STOP to unsubscribe” where appropriate).
- Ensure replies that represent opt-outs:
- Are processed quickly.
- Immediately stop further outreach on that channel.
- Unsubscribe link or mechanism in every email.
- Valid physical mailing address.
- Accurate “From” fields and subject lines.
- Deliver email content as you design it.
- Track message states and replies.
- Including regulatory-required content in templates.
- Maintaining suppression lists for opted-out addresses.
Suppression & Exclusion Lists
Even with consent and opt-outs tracked per lead, you may want:- Global suppression lists:
- Domains or addresses never to contact (e.g. internal test emails, role accounts).
- Campaign-level exclusions:
- Don’t message leads included in another specific segment or campaign.
- Maintain suppression lists in your own system.
- Filter before creating campaigns or sending messages via Tuco.
Auditing & Record-Keeping
For compliance and internal governance, maintain:- Event history per lead:
- When consent was granted and from where.
- When opt-outs were received and processed.
- Campaigns and messages sent.
- System logs:
- Who in your organization modified consent or opt-out fields.
- Changes to template content and targeting rules.
- Provide evidence of what was sent and when.
- Correlate with your own consent and opt-out records.
Governance & Review Processes
For enterprise deployments:-
Establish review processes for:
- New templates (tone, content, compliance).
- New campaign segments and targeting logic.
- Changes to consent and opt-out handling logic.
-
Involve:
- Legal/compliance teams.
- Data protection officers (where required).
Summary
Tuco AI provides the infrastructure to:- Send messages via multiple channels.
- Track deliveries and replies.
- Integrate with your systems via APIs and webhooks.
- Collect and store consent.
- Implement opt-out and suppression logic.
- Design and review your templates and campaigns.