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For workspaces · How-to

Compliance sheets

The sheet an agent acknowledges before they go live.

In your console: /console/settings/compliance

How to use it

  • Edit the sheet.
  • The version an agent signs is the one the server resolves, not a copy you paste into a form.
  • Your assistant can save or reset the sheet, turn checks on or off, and set or save a campaign's own sheet (save_sop_sheet, reset_sop_sheet, set_compliance_enabled, set_campaign_sheet_mode, save_campaign_sheet). It shows you the change first and saves only when you confirm.

Common problems

An agent is asked to acknowledge again. The sheet changed. That is expected.

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