What are the key steps for onboarding new users to a trading platform?

Deploy Chatref’s AI agent to greet every new user directly in the platform signup flow. The agent can serve up step-by-step instructions using the onboarding capability — prompting users to enter personal details, pick an account type, and agree to terms. Custom actions validate fields in real time, flagging errors before submission. This eliminates form fatigue and cuts drop-offs at the door.

Regulatory compliance demands thorough KYC, but it doesn’t need to stall new traders. The AI agent triggers dedicated custom-actions to request and collect identity documents, selfies, or proof of address right within the chat widget. Once submitted, the documents are routed to the shared-inbox where a compliance team member reviews them. If anything is missing, the human can instantly take over the conversation — preserving full context — and request corrections without ever leaving the chat.

A new trading dashboard can be intimidating. Use the AI agent to provide a guided tour: it can highlight menus, explain key screens, and answer “where do I find X?” questions instantly. For common navigation tasks — like funding an account or checking margin levels — custom-actions can deep-link the user to the exact page or trigger a demo walkthrough, reducing time to value and support tickets.

The moment of first trade is the tipping point for activation. The AI agent, trained on your platform’s trading rules and risk disclosures, can walk the user through a practice or real trade. It confirms order type, quantity, and risk parameters using step-by-step prompts. Custom-actions can place a paper trade or pre-fill an order form, while the shared-inbox alerts a human support specialist if the system detects unusual patterns or a stuck user. This ensures a smooth, confidence-building experience without leaving anyone stranded.

How to guide new users through account setup?
Chatref’s onboarding capability lets you design a conversational flow that walks users through each registration screen. The AI agent asks for required data, validates it via custom-actions (e.g., checking email format or password strength), and confirms successful setup — all inside the chat widget. Any exceptions are immediately visible in the shared-inbox so a human can jump in.

What are the essential navigation tips for new traders?
The AI agent can serve as a contextual guide: it answers “how do I access my portfolio?” or “where do I deposit funds?” instantly. Use custom-actions to link directly to the relevant pages or to trigger in-app tooltips. This keeps users oriented and reduces the need to search help articles or contact support.

How to verify user accounts efficiently?
Let the AI agent collect KYC documents via custom-actions embedded in the chat. The files are sent to the shared-inbox for manual review, with full conversation context. If a document is unclear, the human reviewer can reply directly in the same thread — no back-and-forth across systems. Automated checks (e.g., document type recognition) can flag potential issues for faster triage.

What steps ensure a smooth first trade experience?
Use the AI agent to explain order types, confirm trade details, and remind users of risk limits. Custom-actions can place a risk-free simulated trade or pre-populate a live order form. The shared-inbox monitors for errors or hesitations; a human can intervene in real time if the agent detects a stuck session. This hybrid approach turns a potentially stressful milestone into a guided, confident moment.