Routeless Messaging Policy

SMS text messages

SMS text messages may include website request confirmations, onboarding updates, project updates, scheduling reminders, meeting reminders, account notifications, payment notifications, and customer inquiry alerts related to the user's own business.

SMS consent is optional. The SMS consent checkbox is unchecked by default and is not required to submit a form, create an account, purchase a service, or accept Routeless Terms of Service or Privacy Policy.

Users can opt out of SMS text messages at any time by replying STOP. Users can reply HELP for help. Message frequency varies. Message and data rates may apply.

WhatsApp messages

WhatsApp messages require separate opt-in and are managed separately from SMS text messages.

Sample messages

• "Routeless: We received your website request. Reply HELP for help, STOP to opt out."
• "Routeless: Your onboarding call is scheduled for Tue 2:00pm ET. Reply HELP for help, STOP to opt out."
• "Routeless: A new customer inquiry just came in for your business. Reply HELP for help, STOP to opt out."
• "Routeless: Payment received and your project update is live in your dashboard. Reply HELP for help, STOP to opt out."

Opt-in method 1 — Web form (routeless.io)

When you submit a request for Routeless services at routeless.io/apply, you may optionally provide a mobile phone number. The SMS consent checkbox is separate, unchecked by default, optional, and never required to submit the form.

The form includes:

• An optional phone number input field
• A separate, unchecked SMS consent checkbox you must select yourself
• A separate, optional WhatsApp consent checkbox
• A clear description of message types and variable frequency
• Disclosure that message and data rates may apply
• STOP and HELP instructions

Opt-in method 2 — Business portal (team alerts)

Business customers using the Routeless platform configure team alert recipients inside their authenticated business portal. An account administrator:

1. Opens Studio → Alerts in the business portal
2. Adds a team member with their mobile phone number in E.164 format
3. Enables the WhatsApp and/or SMS channel for that recipient
4. Selects which event types to subscribe to (e.g., new lead, booking confirmed, meeting prep)
5. Saves the recipient and may send a one-time Test WhatsApp or Test SMS to confirm delivery

Each event subscription is opt-in and defaults off until explicitly enabled. By enabling a channel and saving a phone number, the recipient agrees to receive the selected alert types for that business.

Operators may also text the Routeless platform WhatsApp number to interact with Vector (our AI assistant). Sending a message confirms the number is reachable and opens a conversational session for CRM updates and replies.

Message frequency

Message frequency varies based on your business activity and the alert types you enable. Most recipients receive a handful of messages per week. High-volume businesses may receive more frequent alerts when leads, bookings, or meetings occur.

Message content

Messages may contain:

• Plain text summaries of leads, bookings, payments, or meetings
• Embedded links to your Routeless dashboard or related resources
• Phone numbers or contact details for leads (in team alert context only)

Routeless does not send messages containing direct lending content, loan arrangements, or age-gated content.

Help and opt-out

• STOP — Reply STOP to any Routeless message to unsubscribe from further SMS or WhatsApp messages on that number.
• HELP — Reply HELP for assistance or email team@routeless.io.
• Portal — Business administrators can disable SMS/WhatsApp channels or remove a recipient in Studio → Alerts at any time.

Privacy and terms

• Privacy Policy — includes our mobile number non-sharing statement and messaging disclosures
• Terms of Service — includes SMS and WhatsApp messaging terms

Contact

Questions about this messaging program? Email team@routeless.io.