Client engagement
Support clients at scale without scaling your support team linearly.
Chat & Support combines real-time messaging, AI-assisted responses, guest chat, and workflow controls for teams supporting traders and prospects.
forexcrm.org/chat
Chat & Support
Client engagement
Messaging
Real-time
AI assistance
Included
Support workflow
Queue-based
Live WebSocket-based messaging for clients and guestsLive
AI reply suggestions for faster support handlingLive
Support inbox with priority, status, and ownership workflowsProcessing
Quick-reply library and conversation context panelsQueued
Activity
Chat & Support
AI-assisted live chat built for financial services.
Real-time
Messaging
Included
AI assistance
Queue-based
Support workflow
Core capabilities
Live WebSocket-based messaging for clients and guests
AI reply suggestions for faster support handling
Support inbox with priority, status, and ownership workflows
Quick-reply library and conversation context panels
Usage metering and subscription-aware controls
Operational analytics for support performance
Business outcomes
Respond faster with fewer agents
Keep support context tied to the actual brokerage record
Improve retention with a more reliable service experience
Roadmap depth
CSAT ratings
SLA timers
Multilingual AI
Live preview
Chat & Support in action
A representative view of the workflows, metrics, and connected data you get with Chat & Support.
Chat & Support Dashboard
Live operational mock panel
Real-time
Messaging
Included
AI assistance
Queue-based
Support workflow
Workflow pipeline
Updated just now
Live WebSocket-based messaging for clients and guests
01
AI reply suggestions for faster support handling
02
Support inbox with priority, status, and ownership workflows
03
Quick-reply library and conversation context panels
04
Performance snapshot
MessagingReal-time
AI assistanceIncluded
Support workflowQueue-based
Recent actions
Respond faster with fewer agents
Sync1h ago
Keep support context tied to the actual brokerage record
Approval2h ago
Improve retention with a more reliable service experience
Automation3h ago
Connected apps
Client PortalKnowledge BaseNewsletter & Email MarketingOrganization & Staff Management
Operational table
Workflow
Owner
Status
Load
Live WebSocket-based messaging for clients and guests
Ops team
Live
24%
AI reply suggestions for faster support handling
Compliance
Stable
36%
Support inbox with priority, status, and ownership workflows
Finance
Monitored
48%
Quick-reply library and conversation context panels
Support
Optimized
60%
Usage metering and subscription-aware controls
Growth
Ready
72%
Who uses it
Support
Sales
Account management
Typical use cases
Respond to pre-sales questions
Handle support conversations with client context
Scale teams using AI-assisted responses
Connected workflows
Client Portal
Knowledge Base
Newsletter & Email Marketing
Organization & Staff Management
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Get started
See how 20 apps replace your entire brokerage stack.
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Request a personalized demo
Platform connectivity walkthrough
Client portal & partner program setup
White-label & deployment options