Services · Mobile app development · AI sales assistants

AI sales assistants built for US consent rules in all fifty states.

Codeeo delivers AI sales assistant development USA sales organizations can run across every state they sell into. The assistant answers inbound prospects on web, text, email and phone, qualifies them against your criteria, books meetings and writes everything to your CRM. Federal rules from the FCC and the FTC set the floor, and state telemarketing, privacy and recording laws add more on top, so we design consent, opt-out and disclosure controls as core features rather than settings someone remembers later.

A national rollout raises questions a single-city deployment never meets: four mainland time zones for calling windows, different recording consent rules by state, state registration for telephone solicitation and buyers who expect help in Spanish as often as in English. We plan for all of it before the first message goes out.

Built for
Companies selling to consumers or businesses in many US states, including franchise systems, multi-location dealers, insurance agencies and national B2B teams.
Typical timeline
We agree the first markets, channels and review dates on a video call during discovery, then write the rollout sequence into the scope.
What you own
Code, prompts, approved content, consent and opt-out records, transcripts and every cloud, model and messaging account, all in your company's name.
Rated
4.7 / 5 from 23 Google reviews

200+ companies across the US and the UAEFrom a first store to a listed developer

Modon
Majid Al Futtaim
HP
Belkin
Dulsco Group
OneClickDrive
Hanayen
HMS
Clocksprings
Ghezlan

What a national assistant includes

One assistant, many state rulebooks.

Most AI sales tools are sold as if the United States had one set of rules. It does not. The TCPA and FCC rules govern automated calls and texts nationwide, the FTC enforces the Telemarketing Sales Rule and CAN-SPAM, and states layer their own telephone solicitation acts, registration duties, privacy statutes and recording laws on top. A national assistant therefore needs rules that change with the buyer's location, not just a script. These capabilities are the ones we combine most often for clients selling across several states. We decide the first-release set in discovery, starting with the channels and markets that carry the most revenue. Each one is tested against anonymized copies of your own past leads before any buyer sees it.

Explain your project
  • Location-aware compliance rules

    The assistant determines the buyer's state and time zone from area code, address or ZIP code and applies the matching calling windows, recording notices, disclosure wording and state-specific restrictions. Rules live in a table your compliance team owns and can update when a state changes its law. Every rule change is versioned, so you can show which rule applied on any given date.

    One assistant that behaves correctly in Texas, California and New York alike.

  • Consent capture and proof

    Web forms, chat and inbound texts capture prior express written consent where the TCPA requires it, with the exact disclosure shown, the seller named, a timestamp, IP or device data and the page version stored together. Consent is tied to the specific seller, so lead purchases and partner forms are checked carefully.

    Evidence of consent you can produce when a demand letter arrives.

  • Opt-out handling across channels

    STOP replies, spoken requests, chat messages and email unsubscribes are captured however the buyer phrases them and applied within the time the rules allow. The FCC's 2024 order requires revocation by any reasonable means to be honored within ten business days.

    Prospects who say no stop hearing from you on every channel.

  • Do Not Call and suppression checks

    Before any outbound text or call, numbers are checked against the National Do Not Call Registry, state lists where they exist, your internal do-not-call list and reassigned number data, with results logged per contact. Reassigned number checks reduce the risk of texting someone who inherited a buyer's old number.

    Fewer calls to people who never should have been contacted.

  • Inbound voice with AI disclosure

    A voice assistant can answer your sales lines, identify itself as automated, give recording notice and book callbacks. Because the FCC treats AI-generated voices as artificial under the TCPA, outbound voice is enabled only for contacts with documented consent. Callers can ask for a person at any point.

    Phone leads answered at any hour without TCPA exposure on outbound.

  • Registered business texting

    Texts run through registered business sender numbers, with brand and campaign registration completed for carriers, approved sample messages and opt-in flows that match what carriers expect to see. Message volume and content are monitored so a campaign change does not trigger carrier filtering.

    Higher delivery rates and fewer carrier blocks.

  • CAN-SPAM compliant email

    Follow-up and nurture emails carry accurate headers, honest subject lines, a valid postal address and an unsubscribe that works for at least thirty days after sending, applied to business recipients as well as consumers. Opt-outs are honored within ten business days or sooner.

    Email follow-up that holds up under FTC rules.

  • Bot disclosure and honest claims

    California requires a bot used to drive a sale to disclose that it is a bot, Utah has its own AI disclosure rules, and the FTC treats deceptive sales claims as unfair practices wherever they appear. The assistant introduces itself as automated in every conversation and answers only from content your team has approved, so it cannot invent discounts, guarantees or product capabilities.

    A single disclosure standard that satisfies the strictest state you sell into.

  • English and Spanish from day one

    Spanish is the most common second language across the country, and consent wording, opt-out keywords and disclosures must work in it too. We build both languages together, with Spanish STOP equivalents recognized and a fluent reviewer on your side approving the final text.

    Spanish-speaking buyers get the same service and the same protections.

  • Territory and license routing

    Leads go to the rep, franchisee or licensed agent who can serve that state, so an insurance prospect in Ohio never lands with a producer licensed only in Georgia. Licensing data comes from your own records, and leads with no eligible owner go to a manager queue instead of a random rep.

    Every lead reaches someone allowed to sell to it.

Who this is for

Organizations selling across state lines.

Our team works with US clients remotely, and discovery and reviews run by video call. A national assistant earns its cost when you sell in many states, generate leads faster than people can respond and face real legal exposure if a text or call goes wrong. These four profiles describe most US clients who come to us for this work. Smaller companies selling into a handful of states fit as well, provided outbound texting or calling is part of the plan.

01

Franchise systems and multi-location brands

Franchisors need one assistant that serves the brand nationally and routes to the correct local franchisee, with consent captured once and honored by everyone. We build shared rules at brand level and local settings for hours, services and territories. Brand-level reporting shows which locations respond well and which need coaching.

Franchisee access is limited to their own leads and conversations.

02

Insurance agencies and financial services

Agencies with producers licensed in different states need routing by license, approved content for each product and records that stand up to state insurance department reviews. The assistant gathers needs and books licensed agents; it never quotes or recommends coverage. Producers see each lead's state and product interest before the first call.

Each producer's licensed states are kept current by your agency, not inferred by the assistant.

03

Home services and solar companies

Companies expanding from one metro area to several face the toughest telemarketing exposure because they rely on texts and calls to homeowners. We build consent capture, Do Not Call checks and state registration tracking in before the assistant sends its first message. Rules for each new state are added to the matrix before any message is sent there.

Your counsel confirms state registration status for each new market.

04

National B2B sales teams

Software, logistics and professional services firms with inbound demand from every region need speed and accurate routing to territory owners. The assistant qualifies, enriches and books, and follow-up emails meet CAN-SPAM, which has no exemption for business recipients. Account ownership rules prevent two reps from chasing the same company.

Outbound prospecting remains with your own team and tools.

How we take an assistant from pilot to national scale.

  1. 01Discovery and market mapWe list every state you sell into, your channels, lead sources and current consent practices, and pick the pilot market. Your sales, marketing and compliance leads all take part.
  2. 02Rules matrixWith your counsel we build a state-by-state table of calling windows, recording notices, registration and disclosure duties that the assistant reads at runtime. The matrix is versioned and reviewed on a fixed schedule.
  3. 03Content and conversation designApproved answers, qualification paths and handoff triggers are written in English and Spanish, then reviewed by sales and legal. Spanish STOP words and disclosures are tested as carefully as English.
  4. 04Integration buildCRM, calendars, telephony, texting, Do Not Call scrubbing and enrichment are connected in sandbox accounts first. Field mapping is documented for your administrators.
  5. 05Pilot in one marketThe assistant goes live in one region or channel, with daily transcript review and opt-out audits in the first weeks. Response time, bookings, opt-outs and flagged conversations are reported by state.
  6. 06State-by-state expansionNew states are added once their rules are configured and tested, with the dashboard tracking performance in each. A dashboard shows results by state, channel and location, so leadership can decide where to expand next.

Technology

What we build this with.

Language models chosen per project and grounded in your approved content. Integrations with Salesforce, HubSpot, Dynamics 365, contact center and telephony platforms, registered texting providers and Do Not Call scrubbing services, hosted in cloud accounts you own. Carrier registration for business texting is handled as part of the build, in your company's name.

01Mobile

  • Swift
  • Kotlin
  • Flutter
  • React Native

02Data and cloud

  • PostgreSQL
  • MySQL
  • MongoDB
  • AWS
  • Azure
  • Docker

03Marketing and tracking

  • GA4
  • Google Tag Manager
  • Search Console
  • Meta Pixel
  • Looker Studio

What US sales leaders ask before building.

It depends on channels, integrations and how many states launch at once.

A web chat assistant for one market and one CRM is the quickest start. Texting, voice, Spanish, Do Not Call scrubbing and a multi-state rules table each add design and testing time, and carrier registration for texting has its own lead time. We set dates in writing after discovery and phase the rollout so a pilot runs while further states are prepared. Most clients begin with the market that produces the most inbound volume.

Tell us what the business needs. We will tell you what to build first.

Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.

Get in touch

PROVEN RESULTS

4.7 / 5from 23 Google reviews