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Tracey: create tasks from guest remarks automatically

Turn on the Trace agent, set up its rulebook, and review the matches it is not sure about.

Written by Frans Garðarsson

Guests often write requests into their booking: a baby cot, an extra bed, a late arrival, a dog. Tracey, the Trace agent in Agent Hub, reads those remarks and creates the right housekeeping task for you, so no request is missed.

Who can use it

  • Admins can turn Tracey on and review its matches.

  • Your property must be connected to Apaleo. OPERA Cloud support is on the way.

  • Tracey is a paid add-on, billed monthly per property on your Sweeply invoice.

Turn Tracey on

  1. Go to Agent Hub.

  2. On the Trace card, select Enable and choose your property.

  3. Check the monthly price, tick the agreement and select Enable and agree to billing.

  4. Select Authorize access and approve the request in Apaleo.

Tip: billing starts only once you authorize access.

Choose what Tracey looks for

  1. On the Trace card, select Configure.

  2. Select Fill from default to load the Sweeply default rulebook.

  3. Edit any rule, or select Add rule to make your own. Give it a few trigger phrases, the task to create and when it is due.

  4. Select Save rule.

You don't need to list every way a guest might ask. Tracey recognises the same request in other words and other languages.

Review matches

When Tracey is unsure, it asks you instead of guessing. A number next to Agent Hub in the side menu shows how many items are waiting.

  1. On the Trace card, select Review matches.

  2. Read the guest remark and the reason it needs review.

  3. Select Approve to create (or remove) the task, or Reject to leave things as they are.

Tracey never removes a task on its own. If a guest withdraws a request, the removal waits for your approval here.

Pause or cancel

  • Pause stops Tracey but keeps the subscription and its charge.

  • To cancel, select Contact support on the card.

FAQ

Where do Tracey's tasks appear? In your task list, like any other task. They show Trace Agent as the creator.

Does Tracey talk to guests? No.

A request was missed. What do I check? First Review matches, then View activity on the card to see how Tracey read that reservation. If no rule covers the request, add one.

Still stuck? Message us through the chat in the app.

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