Empower your support team to resolve trader inquiries instantly with a native live chat widget embedded directly inside the Client Portal and Trading Terminal.
Eliminate third-party chat software costs. Everything is integrated natively into the xValley Broker CRM.
Floating support chat widget integrated seamlessly into WebTrader, Member Area, iOS, and Android mobile apps.
AI support bot trained on broker FAQs, instant balance queries, and deposit status checks before routing to human agents.
Support agents view full client CRM profiles, deposit history, KYC status, and open trades directly alongside the chat window.
Escalate complex trader inquiries into trackable support tickets with SLA timers, priority flags, and department routing.
Automatically assign incoming chats to language-specific sales and retention managers based on client country of origin.
All chat logs and transcripts are encrypted and archived for regulatory compliance and compliance audit reviews.
Equip your brokerage with an integrated live chat desk and AI support automation today.
