Documentation
Everything you need to set up, configure, and get the most out of Trace.
- Welcome to Trace: What Trace is, how it's different from other AI assistants, and where to go next.
- Installation & first launch: Download Trace, install it, and get through the first-launch setup.
- Choosing your AI: Compare Trace's six AI providers, from fully local and free to fully managed.
- Quick tour: A tour of Trace's interface, the address bar, tabs, AI sidebar, and nav sidebar.
- Memory & search: Every page you visit is indexed automatically. Here's what gets stored and how to search it.
- Personal memory: How Trace builds a profile of facts about you, where they come from, and how to manage them.
- AI sidebar & skills: The chat copilot and its catalog of one-click skills, organized by persona.
- Type-in mode: Turn on Type-in mode to have the AI write or rewrite text directly inside any field on a web page.
- Navigation agent: The browser automation agent that fills forms, compares products, and completes multi-step tasks.
- Artifacts: Create and edit documents, spreadsheets, code, presentations, and more, right alongside the chat.
- Letterhead: Trace's dedicated resume and cover letter studio, ten templates and six accent colors, no design skill required.
- Background agents & tasks: Recurring agents that run on a schedule, and a quick way to turn a plain-language request into a watchdog or research task.
- Research: Multi-URL research tasks, topic threads, open questions, and insights, all in one panel.
- Page Intelligence: An AI digest of the page you're on, related pages from memory, and alerts when something contradicts what you already know.
- Smart Calendar: Extract calendar events from any page automatically, no copy-paste required.
- Knowledge Graph: A browsable graph of the entities and relationships Trace extracts from the pages you visit.
- Browsing History: Your full history, grouped by day, with AI summaries and one-click navigation.
- Watchdogs: Track a page or a price and get alerted when it changes.
- Trending: See what other Trace users are reading this week, with no personal data shared by anyone.
- Mail, Docs & News: Connected email, document management, and a periodic news digest, all from the nav sidebar.
- Notes & highlights: Two ways to save something from a page you're reading, a written note, or a highlighted passage that stays marked when you come back.
- Spaces: Shared team workspaces for pages, documents, artifacts, highlights, and chat sessions.
- AI providers: The full Settings reference for Trace's six AI providers, PII redaction, and the embedding health check.
- Appearance & language: Themes, accent colors, background images, and switching the app's display language.
- Rules: Standing instructions that shape how the AI responds, without repeating yourself every time.
- Data & privacy settings: Import history, export your memory, control session restore, and opt in or out of interaction learning.
- Connectors (MCP): Connect external tool servers to extend what the AI sidebar can do.
- Credentials vault: Store login details so the navigation agent can sign in without asking every time.
- Organization & seats: Create an organization, manage billing, and invite your team.
- Keyboard shortcuts: Every keyboard shortcut that actually exists in Trace today.
- Plans & billing: Free, Plus, and Pro. What each tier includes, and how the trial works.
- Privacy & data: What's local-first by default, what leaves your device, and when.
- FAQ: Quick answers to the questions people ask most before and after installing Trace.
- Common issues: Fixes for the most common setup and connection problems.