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SMS Consent & Messaging Practices

How Cleverli handles end-user consent for transactional SMS communications

1. How Consent Is Obtained

Cleverli is an AI-powered communication platform that serves small businesses such as plumbers, dentists, restaurants, and more. SMS consent is obtained through the following flow:

  • End users initiate contact by calling or directly engaging with a Cleverli-powered business (e.g., scheduling an appointment, placing an order, or requesting service).
  • By voluntarily providing their phone number during this interaction, the end user consents to receive transactional SMS messages related to that specific business interaction.
  • No messages are sent unless the end user initiates contact first.
  • The very first SMS sent to the user serves as the opt-in disclosure message (see below).

2. First Message Disclosure

The first SMS message a user receives clearly identifies the business, explains why the message was sent, and provides opt-out instructions:

Text Message
Mike's Plumbing: Hi, this is Mike's Plumbing. You're receiving this text because you called us. We'll send updates about your service request. Msg frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help.

This first message includes:

  • Business name identification
  • Reason for the message
  • Message frequency disclosure
  • "Message and data rates may apply"
  • STOP and HELP instructions

3. Sample Transactional Messages

After the initial disclosure, follow-up messages are transactional and related to the customer's interaction with the business. Examples:

Text Message
Mike's Plumbing: Your appointment is confirmed for March 12 at 2:00 PM. Reply STOP to opt out, HELP for help.
Text Message
Mike's Plumbing: Reminder: you have an appointment tomorrow at 10:00 AM. Reply STOP to opt out.
Text Message
Mike's Plumbing: Thanks for contacting us. We received your message and will respond shortly. Reply STOP to opt out.
Text Message
Mike's Plumbing: Your service request has been scheduled. We'll notify you if there are any changes. Reply STOP to opt out.

4. Opt-Out & Help

  • Users can reply STOP at any time to immediately stop receiving messages.
  • Users can reply HELP to receive assistance information.
  • Additional opt-out keywords honored: CANCEL, END, QUIT, UNSUBSCRIBE, REVOKE, STOPALL.
  • Additional help keywords honored: INFO.
  • Opt-out is processed immediately and no further messages will be sent.

5. Consent Record Keeping

Cleverli retains electronic records of all consent, including:

  • Date and time of the initiating interaction
  • Phone number
  • Nature of the interaction (appointment, order, inquiry, etc.)
  • The business involved

Records are retained in compliance with TCPA and CTIA guidelines.

6. What We Don't Do

  • No marketing or promotional messages are ever sent.
  • No messages are sent to users who have not initiated contact with a business.
  • No age-gated content is sent.
  • No direct lending or loan-related content is sent.

7. Contact Us

If you have questions about our SMS messaging practices, please contact us at:

Cleverli
Email: support@cleverli.ai

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