Is your team's customer texting a liability?
Reps text customers all day — deals, promises, timelines. Answer 5 quick questions and see how exposed you'd be if a customer disputed what was said, a rep quit, or an auditor asked.
1. Where do your reps text customers from?
2. Are those text conversations saved somewhere the company controls?
3. If a customer disputed what a rep promised over text, could you pull the exact thread?
4. When a rep leaves, what happens to their customer texts?
5. Is your industry regulated (finance, insurance, healthcare, autos, legal, real estate)?
This is a general operational self-assessment, not legal advice. For obligations specific to your industry or state, talk to your counsel.
Updated August 2026