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Sources

Trace Margin research deskSection 02Page 18 of 18Last updated

Primary documentation and official guidance support the factual claims. Supplier pages establish their published terms or capabilities, not independently verified performance. URLs are provided for audit and rechecking.

Governance, regulation and data handling

  1. NIST, AI RMF Core: https://airc.nist.gov/airmf-resources/airmf/5-sec-core/
  2. NIST, AI Risks and Trustworthiness: https://airc.nist.gov/airmf-resources/airmf/3-sec-characteristics/
  3. NIST, AI RMF Playbook: https://www.nist.gov/itl/ai-risk-management-framework/nist-ai-rmf-playbook
  4. FCC, Declaratory Ruling FCC 24-17: https://docs.fcc.gov/public/attachments/FCC-24-17A1_Rcd.pdf
  5. FCC, 8 February 2024 announcement: https://docs.fcc.gov/public/attachments/DOC-400393A1.pdf
  6. eCFR, 47 CFR 64.1200: https://www.ecfr.gov/current/title-47/chapter-I/subchapter-B/part-64/subpart-L/section-64.1200
  7. FTC, Complying with the Telemarketing Sales Rule: https://www.ftc.gov/business-guidance/resources/complying-telemarketing-sales-rule
  8. FCC, AI-calling disclosure proposal FCC 24-84: https://docs.fcc.gov/public/attachments/FCC-24-84A1.pdf
  9. California Attorney General, Opinion 99-403: https://oag.ca.gov/system/files/opinions/pdfs/99-403.pdf
  10. HHS, Guidance on HIPAA and Cloud Computing: https://www.hhs.gov/hipaa/for-professionals/special-topics/health-information-technology/cloud-computing/index.html
  11. HHS, Summary of the HIPAA Security Rule: https://www.hhs.gov/hipaa/for-professionals/security/laws-regulations/index.html
  12. PCI SSC, FAQ 1210 on audio recordings: https://www.pcisecuritystandards.org/faqs/1210/
  13. Illinois General Assembly, Biometric Information Privacy Act: https://www.ilga.gov/Legislation/ILCS/Articles?ActID=3004&ChapterID=5
  14. OWASP, Excessive Agency: https://genai.owasp.org/llmrisk/llm062025-excessive-agency/

Product, integration, pricing and resilience documentation

  1. Vapi, Phone Calls Quickstart: https://docs.vapi.ai/quickstart/phone
  2. Vapi, Tools: https://docs.vapi.ai/tools
  3. Vapi, Path to Production: https://docs.vapi.ai/quickstart/path-to-production
  4. Vapi, Pricing: https://vapi.ai/pricing
  5. Retell AI, Pricing: https://www.retellai.com/pricing
  6. Retell AI, Custom Functions: https://docs.retellai.com/build/single-multi-prompt/custom-function
  7. Retell AI, Transfer Call: https://docs.retellai.com/build/single-multi-prompt/transfer-call
  8. Retell AI, Terms of Service, updated 7 October 2026: https://www.retellai.com/legal/terms-of-service
  9. Retell AI, Trust Center and subprocessor notices: https://trust.retellai.com/
  10. LiveKit, Voice AI Quickstart: https://docs.livekit.io/agents/start/voice-ai/
  11. Twilio, US Programmable Voice Pricing: https://www.twilio.com/en-us/voice/pricing/us
  12. Twilio, Voice Failover Best Practices: https://www.twilio.com/docs/voice/twilio-voice-failover-best-practices
  13. Twilio, Secure Webhooks: https://www.twilio.com/docs/usage/webhooks/webhooks-security
  14. ServiceTitan, Phone Integrations: https://help.servicetitan.com/docs/phone-integrations-in-servicetitan
  15. ServiceTitan, API Dev Portal V2, updated 16 October 2026: https://help.servicetitan.com/v1/docs/get-started-with-api-dev-portal-v2
  16. ServiceTitan, Scheduling Pro API Overview: https://developer.servicetitan.io/docs/apis/tenant-scheduling-pro-v2/overview
  17. Open Dental, API Appointments: https://www.opendental.com/site/apiappointments.html

Practitioner, hiring and discovery evidence

  1. Hatch, employer-published Integration Engineer listing; search-indexed description reviewed: https://jobs.ashbyhq.com/hatch/5ab81d48-df43-4009-a858-5cfa02ebe772
  2. Microsoft Teams Insider, Maersk deployment interview, 2 September 2026: https://www.buzzsprout.com/2111467/episodes/19741022-voice-ai-from-poc-to-production-the-key-lessons-chris-bailey-maersk?t=0
  3. CX Today, Why Voice AI Adoption Is Accelerating in 2026, 10 June 2026: https://www.cxtoday.com/contact-center/why-voice-ai-adoption-is-accelerating-in-2026/
  4. YouTube, Build Your First AI Voice Agent in 15 Minutes, 14 July 2026; description reviewed only: https://www.youtube.com/watch?v=xZrV7XAYmIs