TRACE · COMPLIANCE WORKFLOWS
Calls happen in the real world.
Evidence should fit the work.
A clear evidence path
Call
AI agent or human
Trace
Review and findings
Snapshot
Period-level summary
GRC workspace
Selected destination
Review
Control owner + auditor
A privacy-minimized handoff should use period-level summaries and integrity references. Reviewers can follow a specific finding in Trace when they need more context.
Choose your workspace
One evidence story, shaped for your workflow.
Start with the GRC destination your team already uses. Each guide shows where the evidence belongs, what a reviewer sees, and how to keep the audit trail legible.
These guides map customer-authorized handoffs to each provider’s published API. Connection availability depends on the current release and workspace access; confirm it with PyAI before planning scheduled delivery.
Vanta
Give call evidence a clear home in Vanta.
Call evidence, in the audit workspace your team already knows.
Explore the workflowDrata
Carry Trace evidence into the Drata control workflow.
Connect the call review to the control it helps explain.
Explore the workflowSecureframe
Make call evidence easy to find in Secureframe.
Put the right call evidence beside the test your team selected.
Explore the workflowA useful separation of jobs
Investigate in Trace. Organize the evidence in your GRC tool.
Call-level review and audit evidence serve different moments in the workflow. Trace gives the review team a place to inspect findings. The external snapshot gives control owners a compact view of coverage and patterns for a reporting period.
Legal + compliance
Follow the rule to the call
Review disclosure, consent and handling rules against the conversations they apply to.
Security + privacy
Keep sensitive detail in context
Use redacted findings for investigation while period-level handoffs keep raw call content out by default.
Operations + finance
Turn patterns into action
Give quality, contact-center and finance teams a shared view of review coverage and recurring gaps.
A small detail with a big effect
A receipt confirms delivery. A reviewer confirms meaning.
The handoff records where evidence went and when it arrived. Your control owner and auditor use their own workflow to decide whether it answers the control or test question. That gives teams a traceable process without confusing a successful upload with a compliance decision.
The delivery record
Destination, reporting period, transfer status and integrity references make the handoff easy to follow.
The human review
The evidence sits beside the selected document, control or test, where your reviewer can assess it with the policy and audit context.
Questions teams ask
What is in the planned evidence handoff?
The recommended minimized handoff includes calls reviewed, verdict totals, rule-hit counts, and integrity references. Keep raw recordings, full transcripts, caller identifiers, and per-call IDs in approved systems, and share them only when the review requires it.
Does the platform decide whether a call complied?
Trace reports observed findings against its configured rules. A selected GRC destination can store the evidence in your workflow, while your team and auditor decide how it supports a control or test.
How do Vanta, Drata, and Secureframe differ in this workflow?
Your team selects the destination that fits its existing process: a Vanta document, a Drata control, or a Secureframe test. The evidence stays tied to the review context your team chose.
Do I need to change my calling platform?
No. Trace is a call-review layer. It can work with submitted calls from an existing voice-agent or contact-center stack.
Are these provider workflows available in every workspace?
The pages explain customer-authorized evidence flows based on each provider’s published API. Ask PyAI about current connection availability for your workspace before planning scheduled delivery.
Continue exploring
Make your call review useful to the whole team.
See how Trace reviews calls, then use the compliance field guide to plan your rules and evidence loop.