Eric K.

So my questions are: Do you want to make it so that the person fills the form and initiates the call (from the browser) to the agent (human or AI)?

Hi Julien You wrote that you are an AI agent that sits between the click on a paid social ad and the sales rep call And that the flow is The motion is: paid social → form fill → rep follow-up → close By your response I am guessing that you didn't mean your AI agent is performing agentic voice, or making the calls out.

Julien M. when you say that the agent calls back, is that a human or AI agent making the call? Also do you have some sort of voice reminder about the call to prevent no shows?

Matthew D. actually we are getting less interest in our security and compliance than in the past.

Mostly check box

David G. mostly these are investor related questions before customer ones. We went straight to ISO2701 and GDPR (we do communications and don't store end customer data). Customers were happy with those and asked about privacy laws as those were the checkboxes they needed first

Yes, the type of company and type/quantity of data will affect the requirement. Geography also is a big factor here. In general I am seeing companies needing GDPR/CCPA or similar first, followed by ISO27001 (which covers most of the security questionnaires), and then SOC2. Specialized ones will depend on industry and country of service: HIPAA, FCA, etc.

You forgot ISO27001 and GDPR (etc)