
Trace
Automates customer tasks directly in your systems with AI.
1Who 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.
2What 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.
3How 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.
1⚙️ Core Task Automation
The AI agents directly execute tasks within internal systems and provide real-time, tailored responses across various channels.
Analyzes situations, retrieves necessary data via APIs, and maintains transparency during transaction-related inquiries.
Absorbs customer needs, compares product options, and submits applications for the most suitable fit.
Verifies user identity and swiftly assists users in regaining access to their accounts.
2✨ Advanced AI Capabilities
The AI agents can be deployed and communicate effectively in any language chosen by the user.
Provides continuous and uninterrupted interactions, while still allowing users to interject when needed.
3🛡️ Security & Compliance
Ensures that no user information is accessed without explicit and proper authentication.
Agents strictly follow company policies and remain on-topic, never deviating from guidelines.
Guarantees that data remains within the user's environment and can be hosted with their existing cloud provider.
Comprehends complex problems, strictly follows policy, and escalates issues when necessary.
1Automating 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.
2Automated 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.
3Delivering 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.
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