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Trace Margin

About

Compare vendors on your calls, not their scripts.

Trace Margin is an independent research desk for US buyers of AI voice agents, founded by Richard Lovatt. We help buyers decide whether to configure a tool, build their own stack or commission a specialist—and when not to automate at all.

Independence

Buyer-funded research is the clearest independence model, and it is the one we intend to follow. Trace Margin currently has no supplier funding, referral fees, affiliate links or paid placements. If that ever changes, the relationship will be disclosed on the affected pages and kept separate from any scoring.

Who we write for

RoleTheir objectionWhat they need to see
Contact-centre director“Will containment hide unresolved calls?”Verified resolution, representative tests and supervisory cost.
Multi-location COO or patient-access leader“Can it follow our rules and protect information?”Correct system writes, privacy review and controlled exceptions.
Home-services owner or marketing director“Will it lose jobs or overpromise?”Eligible incremental bookings, service-area checks and capacity limits.
CRO or revenue operations“Are appointments genuine and calls permitted?”Eligibility, source consent review and record accuracy.
IT, security or legal approver“Who owns incorrect actions?”Permissions, subprocessors, retention, incident ownership and exit rights.
Outsourcer transformation leader“Will savings breach contracts or cannibalise revenue?”Client permission, retained accountability and separate margin scenarios.

Where we start

We prioritise home-services inbound booking, controlled dental scheduling and after-hours overflow. We deliberately avoid starting with cold outbound calling, emergency triage or financial advice. Better routing, staffing, answering services and simpler booking rules remain legitimate answers.

Our initial focus is organisations with measured missed-call demand, accessible baselines, one bounded workflow and a named human fallback owner. Indicative segments—home-services groups of 5–100 locations, dental or outpatient groups of 10–200, service businesses of 100–2,000 employees and enterprise centres of 100+ seats—are targeting estimates, not market data.

What this site is

Tools, reports and shortlists run entirely in your browser. Nothing you enter is uploaded. Trace Margin does not provide legal advice, executed testing or verified supplier performance.

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