Instant live support
Answer trader questions instantly, with routing rules that connect each chat to the agent who speaks their language.
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Bring real-time, AI-powered live chat to your brokerage's website and client area to boost conversions and support satisfaction.
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Instant live support
Answer trader questions instantly, with routing rules that connect each chat to the agent who speaks their language.
AI chat summaries
AI summarizes conversations instantly, so agents can skim the key points and follow up fast, without rereading full transcripts.
Searchable archives
Every conversation is saved and searchable by agent, date, tag, or outcome, ready to support compliance reviews or client disputes.
Revenue tracking
Sales Tracker ties each chat to real outcomes, so you see exactly which conversations turn into deposits, signups, or funded accounts.
Omnichannel messaging
Manage WhatsApp, Messenger, Instagram, SMS, and email chats in one inbox, so no client message ever slips through the cracks.
Enterprise-grade security
Protect every conversation with SOC 2 Type 2 security, PCI DSS compliance, and GDPR/CCPA-ready data handling across every chat.
