Brokerpilot AI Chat Guide
1. What is AI Chat?
AI Chat is a built-in intelligent assistant within the Brokerpilot platform, specifically designed for risk management specialists at Forex/CFD brokerages.
Key Advantages
- Instant Data Access — Instead of navigating through multiple platform sections, simply ask the chatbot: "What is the balance of account 12345?" to get an answer immediately.
- Account Analysis — The bot can perform a comprehensive analysis of a trading account, including trading style, risk assessment, and routing recommendations (A-Book / B-Book).
- Automated Arbitrage Scanner — The system automatically monitors accounts for signs of arbitrage trading and sends proactive notifications.
- Bilingual Support — The bot understands and responds in both Russian and English. Simply type in the language you prefer.
- Screen Context Awareness — If you have an account card open in Brokerpilot while chatting, the bot recognizes that account’s data and provides context-aware answers.
2. Getting Started
Opening the Chat
In the bottom right corner of the screen, you will find a Floating Action Button (FAB). Hover over it to reveal the menu:
| Menu Item | Description |
|---|---|
| AI Chat | Opens the chat interface with the AI assistant. |
| Scanner Alert | Opens the scanner notification tab (only visible when new alerts exist). |
| Support Line | Connects you to technical support. |
If a red badge appears on the button, it means you have unread notifications from Scanner Alerts.
Your First Message
Upon opening the chat, you will see a welcome message briefly describing the bot's capabilities. Enter your question in the field at the bottom and press Enter or the send button.
3. The Chat Interface
Sidebar (Left)
- "+ New Chat" — Starts a fresh session for a new dialogue.
- "Alerts" — Switches to the Scanner Alerts notification tab. The number in parentheses indicates unread alerts.
- Chat History — A list of all your previous sessions. Click any session to resume the conversation.
Message Action Buttons
Three actions are available under every bot response:
| Button | Action |
|---|---|
| 👍 (Like) | Mark the response as helpful. |
| 👎 (Dislike) | Mark the response as unhelpful. |
| 📋 (Copy) | Copy the response text to your clipboard. |
Resizing
The chat window is resizable: simply pull the corner handle in the top-left of the window. Your preferred size is saved between sessions.
Dark Mode
The chat fully supports Brokerpilot’s dark theme. The theme switches automatically to match the main platform interface.
4. AI Chat Capabilities
4.1 Account Information
| Capability | Sample Queries |
|---|---|
| Basic Data | "Show info for account 12345" |
| Balance & Equity | "What is the balance of account 12345?" |
| Current Profit | "What is the current P&L for account 12345?" |
| Profit History | "Show profit for account 12345 for the last month" |
| Open Positions | "What positions are open on account 12345?" |
| Exposure | "Show exposure for account 12345" |
| Trading History | "Transactions for account 12345 over the last week" |
| Change Log | "Show the log for account 12345" |
| Connections (CID/IP) | "Show IP and CID connections for account 12345" |
| Avg. Holding Time | "What is the average position holding time for 12345?" |
4.2 Comprehensive Account Analysis
Ask the bot to perform a full breakdown of an account:
"Analyze account 12345"
The bot will perform a complex check and provide:
- Core account data (balance, equity, leverage, group).
- Trading style analysis.
- Risk assessment.
- A-Book / B-Book routing recommendation.
4.3 Triggers and Alerts
| Capability | Sample Queries |
|---|---|
| Account Alerts | "What alerts were triggered for account 12345?" |
| Monitored Triggers | "Which triggers are monitoring account 12345?" |
| Trigger Settings | "Show settings for all triggers" |
| Active Issues | "Are there any active alerts right now?" |
5. Scanner Alerts (Arbitrage Scanner)
What the Scanner Checks
Rapid Checks
| Pattern | Description |
|---|---|
| High Profit | Daily profit exceeds 10% of balance. |
| High Leverage | Leverage ≥ 1:500 with actual utilization >5x. |
| Demo Profit | Demo account with profit over $100K. |
| Zero Drawdown | Profit over $1K with zero drawdown. |
Deep Checks
| Pattern | Description |
|---|---|
| High Win Rate | Win rate ≥ 90% over more than 10 trades. |
| Locking | Simultaneous Buy/Sell on one instrument within <20s. |
| Short Trades | Avg. duration <2 hours, stable small profits. |
| Take Profit | ≥ 90% of trades closed by TP. |
Risk Levels
| Level | Score | Action |
|---|---|---|
| 🟢 Normal | 0–4 | No cause for concern. |
| 🟡 Suspicious | 5–7 | Account automatically added to Watchlist. |
| 🔴 Confirmed | 8–10 | Recommendation to switch to A-Book. |
6. Usage Tips
✅ Recommendations
- Include the account number in your query.
- Type in your preferred language (EN/RU).
- Ask follow-up questions — the bot remembers the context.
- Check "Alerts" regularly to stay on top of suspicious activity.
❌ What the Bot Does Not Do
- Does not answer questions unrelated to Brokerpilot.
- Does not disclose internal architecture.
- Does not perform actions that modify data (Read-only).
8. Frequently Asked Questions (FAQ)
How often is the data updated?
Real-time via API.
Does the bot remember previous messages?
Yes, within a single chat session.
How do I return to a previous conversation?
Open the left sidebar and select the session from history.