Is my data stored on your servers?

No. Trace stores your data locally on your device. Although it uses OpenAI and Google Gemini APIs, your data is not used for training those AI models.

Does one purchase work on all devices?

Yes. A single subscription covers iPhone, iPad, and Mac at no additional cost.

How can I add events?

You can add events using natural text input, images, or voice commands.

What AI models does Trace use?

Trace employs multiple AI models, including GPT and Google Gemini, selecting the appropriate model for each task.

What are Shortcuts and how can I use them?

Shortcuts let you connect Trace with Apple Shortcuts to quickly capture your screen or add events with a button press. Setup instructions are available in Trace’s Settings under the Shortcuts Guide.

Can I import Apple, Google, or Outlook calendars?

This question is listed in Trace’s FAQ, but detailed information isn’t clearly provided in the search results.

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Trace

4.6

• 14 views

This AI tool directly handles common customer requests inside your company's systems. It can track transactions, process applications, and resolve issues like fraud or lockouts. It talks naturally to customers, in many languages, and always follows your rules. This makes routine customer service faster and more reliable.

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Overview Features Use Cases FAQ

About Trace

Who It's For

This tool is for companies wanting to automate their customer service. If your business handles many routine requests like transaction tracking, applications, or account lockouts, this AI can help. It reduces staff workload and makes everyday support faster and more consistent.

What You Get

You get an AI agent that completes tasks directly within your existing systems. It gives fast, personalized answers over voice, chat, or email. This system is secure, protects customer data, and can speak many languages. It always follows your company's rules and stays on topic.

How It Works

The AI connects to your systems securely. When a customer asks for something, the AI understands it, gets the details needed, and then finishes the task. For example, it can verify a user for a lockout or submit an application. It works smoothly, and your data stays private in your own cloud.

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Features & Capabilities

⚙️ Core Task Automation

Independent Task Completion

The AI agents directly execute tasks within internal systems and provide real-time, tailored responses across various channels.

Transaction Management

Analyzes situations, retrieves necessary data via APIs, and maintains transparency during transaction-related inquiries.

Card Application Processing

Absorbs customer needs, compares product options, and submits applications for the most suitable fit.

Account Lockout Resolution

Verifies user identity and swiftly assists users in regaining access to their accounts.

✨ Advanced AI Capabilities

Multilingual Support

The AI agents can be deployed and communicate effectively in any language chosen by the user.

Seamless Conversational Flow

Provides continuous and uninterrupted interactions, while still allowing users to interject when needed.

🛡️ Security & Compliance

Secure Authentication

Ensures that no user information is accessed without explicit and proper authentication.

Policy Adherence

Agents strictly follow company policies and remain on-topic, never deviating from guidelines.

Data Privacy & Hosting

Guarantees that data remains within the user's environment and can be hosted with their existing cloud provider.

Fraud & Complaints Handling

Comprehends complex problems, strictly follows policy, and escalates issues when necessary.

Use Cases

Automating Core Financial Customer Service Tasks

Financial institutions struggle with high volumes of routine inquiries like transaction tracking, card applications, and account lockouts. Trace AI independently executes these tasks in internal systems, providing secure, real-time, and compliant resolutions via voice, chat, or email, freeing human agents for complex issues.

Financial ServicesFor: Customer Service Teams, Operations Managers

Automated Compliance for Fraud and Complaint Handling

Handling sensitive issues like fraud inquiries and customer complaints demands strict adherence to company policies and timely action. Trace AI understands the nature of these problems, applies policies rigorously, and automatically escalates when necessary, ensuring compliance and reducing risk for regulated industries.

Financial Services, InsuranceFor: Compliance Officers, Customer Support Leads, Risk Management

Delivering Scalable Multilingual Customer Experiences

Businesses with diverse customer bases face challenges in providing consistent, high-quality support across multiple languages. Trace AI agents can be deployed in any language, offering seamless, human-like, and real-time support across voice, chat, and email, enabling companies to scale their global customer service efforts efficiently.

Global Enterprises, B2C E-commerceFor: Contact Center Managers, Global Customer Experience Teams

Frequently asked questions

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Overview Features Use Cases FAQ