Sunate Copilot SMS Consent and Call-to-Action

Effective Date: June 25, 2026

This public page documents the exact consent flow for the Sunate Copilot SMS campaign so account holders, carriers, and campaign reviewers can verify how consent is obtained.

1. Campaign scope

Sunate Copilot SMS sends two-way, non-promotional customer-care messages to existing Sunate account holders who voluntarily choose SMS.

Sunate Copilot is an AI assistant that may:

• Respond to requests initiated by the account holder.

• Provide requested support responses.

• Send report and job-status updates.

• Send scheduling confirmations and reminders.

• Confirm tasks and CRM actions requested by the account holder.

This campaign does not send advertising, promotional offers, cold outreach, lead-generation messages, or messages to homeowners or other third-party contacts.

Messages that a Sunate customer sends to that customer's own contacts are a separate program and require the customer's own lawful consent, sender identity, registration, and disclosures where applicable.

2. Where the opt-in occurs

The authenticated opt-in flow is located at:

https://crm.sunate.app/onboarding?step=copilot

Authentication is required because the choice must be tied to a specific Sunate account.

This public page is a login-free representation of the complete disclosure shown in the application.

3. Step-by-step opt-in flow

1. A user creates or accesses a Sunate account.

2. The user reaches the Connect Copilot onboarding step.

3. The user may choose WhatsApp, choose SMS, or skip the step.

4. If the user selects SMS, Sunate displays a separate optional SMS consent checkbox.

5. The checkbox is unchecked by default.

6. The complete consent disclosure appears immediately next to the checkbox.

7. Links to the SMS Terms and Privacy Policy appear beside the disclosure.

8. The user can continue using Sunate without checking the box.

9. After checking the box, the user selects Open Messages and sends the prefilled message from the mobile number to the displayed Sunate number.

10. Sunate records the account, mobile number, date and time, source, and disclosure version associated with the choice.

4. Exact checkbox disclosure

I agree to receive recurring automated, non-marketing text messages from Sunate, Inc. about my Sunate account and requests I send to Sunate Copilot, including support responses, requested report and job-status updates, scheduling confirmations, reminders, and task confirmations. Some responses may be generated by AI. Message frequency varies. Message and data rates may apply. Reply HELP for help and STOP to opt out. Consent is not a condition of purchase or use. SMS Terms and Privacy Policy.

5. Public visual replica

Use the following content on the public page to mirror the real onboarding screen:

Text Copilot to connect

Choose SMS for a U.S. mobile number, use WhatsApp, or skip this step.

Mobile number
+1 (857) 578-6283

• I agree to receive recurring automated, non-marketing text messages from Sunate, Inc. about my Sunate account and requests I send to Sunate Copilot, including support responses, requested report and job-status updates, scheduling confirmations, reminders, and task confirmations. Some responses may be generated by AI. Message frequency varies. Message and data rates may apply. Reply HELP for help and STOP to opt out. Consent is not a condition of purchase or use. SMS Terms and Privacy Policy.

Button: Open Messages
Secondary action: Continue without SMS

Demonstration only: selecting the checkbox on this public page does not enroll a phone number. Enrollment occurs only inside the authenticated Sunate account flow.

6. Prefilled user-initiated message

Hi, I'm [First Name] at [Company]. Let's get set up.

The message may include a short, single-use account-linking code.

The account holder sends the first message. Sunate does not initiate the recurring SMS program before the user takes the affirmative action described above.

7. No initial keyword opt-in

Sunate does not advertise a general keyword as the initial method to join this account-holder campaign.

START or UNSTOP may be used only to resubscribe after a previous opt-out where supported.

8. Opt-in confirmation

Sunate: You're subscribed to account and Copilot support texts. Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to opt out.

9. Sample program messages

Sunate Copilot: The roof measurement report you requested for [Property] is ready: [secure Sunate link]. Reply HELP for help or STOP to opt out.

Sunate Copilot: I updated [Job] to [Pipeline Stage] as you requested. Reply with another task, HELP for help, or STOP to opt out.

Sunate Support: We received support request [Ticket ID] and will reply here. Reply HELP for help or STOP to opt out.

Sunate Copilot: Your appointment for [Date and Time] is confirmed. Reply HELP for help or STOP to opt out.

Sunate Copilot: The quote you asked me to prepare for [Job] is ready for your review: [secure Sunate link]. Reply HELP for help or STOP to opt out.

10. Opt-out and help behavior

Opt-out keywords: STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT, REVOKE

Opt-out confirmation:

Sunate: You are unsubscribed and will receive no further SMS messages. Reply START to resubscribe.

Help keywords: HELP, INFO

Help response:

Sunate: For help, email espindola@sunate.app. Message and data rates may apply. Reply STOP to opt out.

Resubscribe response:

Sunate: You're resubscribed to account and Copilot support texts. Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to opt out.

11. Program documents

• Sunate Copilot SMS Terms

• Privacy Policy

• Terms of Service

Questions: support@sunate.app