Propper
PlatformFor your team13 of 14
AI assistant

It looks things up. You decide what happens.

One assistant for your traders and your team, under your name. It answers from your own data, your FAQ and your notes, sees only what the person asking may see on screen, and prepares every change as a card that waits for a click.

Book a demoTry it below
Who asks
Role
Open screen
Atlas
Looking atPayout #Q8R3T6 · Lena Ortiz
Ask about what you have openAtlas sees the screen beside it and looks up what is on it, with the same rights as you.
Should this payout be approved, and why?
Looked at a payout requestRead the trades of an accountLooked at the fraud flags
Yes, I would approve it.
The request is $2,400 from account 40254. At her split, Lena Ortiz gets $1,920.
23 closed trades over 11 trading days. Her best day is 18% of the profit, inside your consistency rule of 30%.
No open fraud flags, and no hold on her payouts.
Want me to approve it?
Payout #Q8R3T6Lena Ortiz
AI can make mistakes. Verify important information.
Behind the answer
Who asksSam Carter · Owner
What it may use
TradersRead and act
Trading accountsRead
PayoutsRead and act
FraudRead and act
TicketsRead and act
CalendarRead and act
Last answeron Medium
1GetPayoutRequest2GetTradeHistory3ListFraudFlags
Each tool checks the permission again when it runs.
Allowance
This window40%
This week31%
Model
About 57 messages left this week on Medium
Activity logNothing confirmed yet
Fig. 13 · Try it · Ask the assistantA simulation in your browser. No model answers and nothing is sent.
kinds of lookup for your team, each behind the permission of its screen
28
actions it can propose, for your team and for traders
11
actions that run before a person presses Confirm
0
models to choose from: Light, Medium and Ultra
3
Feature by feature

What the assistant does, one part at a time.

01

On for whom you choose

One switch for the whole assistant, and one each for your traders and your team. Traders get an AI chat in their menu, your team gets its own chat and a panel beside every screen, and mail gets writing help. Whether it answers new tickets first is a choice of its own.

  • One master switch, the same one as on Features
  • Your traders, your team, or both
  • Who on your team may use it is a permission of their role
  • Switched off, nothing is lost: every setting waits for it to come back
Where it shows up
AI Chat in the trader menuOn
AI Chat in your menuOn
The panel beside every screenOn
Writing help in mailOn
The first answer on a new ticketOn
02

Answers traders about their own account

A trader asks in plain words, and the assistant reads their own accounts, trades, payouts and tickets to answer, together with your FAQ and your public notes. It never says a word about another trader and gives no trade advice. When the trader asks, it prepares a support ticket or a note on one of their trades, and nothing happens until they confirm.

  • Their accounts, the rules and the room left to each limit, trades, performance and payouts
  • The economic calendar, and what your news rules restrict around it
  • Their conversations kept in a list, each one to pick up later
  • The questions left today shown before they type, when you set a limit
Atlas3 of 5 questions left today
Can I still trade today?

Yes. You have $3,760 left before the daily loss limit on account 100K Phase 1.

How is Lena Ortiz doing?

I cannot tell you anything about another trader.

Open a ticket about my certificate
Proposed actionOpen a support ticket: Wrong name on my certificateConfirmDismiss
03

Beside every screen your team works in

Your team gets its own AI Chat, which answers about your own figures rather than about the product. The same assistant opens in a panel beside every admin screen, from its button or with Cmd+J. It knows which screen and which trader, payout or ticket is open, and offers questions that fit it.

  • On a payout it offers "Should this payout be approved?", on a ticket "Draft a reply"
  • Ask without the page when the question is about something else
  • Instructions of its own for your team, apart from the ones for traders
  • The panel is part of the standard design
Atlas⌘J
Looking atLena Ortiz
Summarise this traderDoes this trader have open flags, and why?
Ask Atlas
04

It sees what the screen shows, nothing more

Every lookup the assistant can make belongs to a screen, and asks for the permission that opens that screen. Somebody without access to Payouts is never handed a payout tool, and the assistant says plainly that their role does not include it instead of guessing. Each tool checks again when it runs.

  • The permissions of your roles, with no second set to manage
  • Mail only from the mailboxes the person may read, the calendar as they see it
  • Features you switched off take their lookups with them
  • Mail, tickets and notes read as data, never as instructions
Should this payout be approved?
OwnerSam Carter
TradersRead and act
Trading accountsRead
PayoutsRead and act
FraudRead and act
TicketsRead and act
CalendarRead and act
Looks it up, and answers
Support agentMia Lopez
TradersRead
Trading accountsNot offered
PayoutsNot offered
FraudNot offered
TicketsRead and act
CalendarRead and act
×Says the role does not include payouts
05

It proposes, a person confirms

Asked to do something, the assistant prepares it as a card that says exactly what will happen, and nothing happens until somebody presses Confirm. A card that moves money or reaches the trader asks again, as the screen does. The click runs the same code as the button on the screen, with the same permission, and the activity log says it went through the assistant.

  • Checked again at the click, because a day can pass in between
  • A card that nobody answers expires after 24 hours
  • A double click, or a second tab, runs it once
  • Refused with the reason when the record moved on since the card was made
Proposed actionWaiting for you
Approve payout #Q8R3T6 of $2,400 for Lena Ortiz
Lena Ortiz gets $1,920Account 40254Payout #Q8R3T6
Approve payout #Q8R3T6 of $2,400 for Lena Ortiz?

Lena Ortiz is told by email and in the app that it was approved. Nothing leaves the account yet: marking it paid comes after, once the money has gone out.

What it can proposeAsks again
For your team
A note on a traderAssign a ticketTag a ticketAn appointment in your calendarResolve or close a ticketApprove a payoutReject a payoutMark a payout paidDecide a fraud flag
For a trader
Open a support ticketA note on one of their trades
06

First on tickets, and help in mail

With Assistant first, the assistant answers every new ticket from your FAQ and your public notes, and hands it to your team when it cannot help or the trader asks for a person. Once somebody on your team replies, it stops. In mail, writing help reads the whole conversation, not only your draft, and points out what does not add up.

  • A handover sets the ticket to Needs a reply and tells your team why
  • /ai with an instruction has it write the next reply for you
  • When the allowance runs out, new tickets go straight to your team
  • Writing help fixes spelling, improves the wording or follows your own instruction, and nothing changes until you press Replace
#K7M2P9 · Kenji MoriAtlas
Kenji MoriWhy has my payout not arrived?
AtlasApproved payouts go out within two business days. Yours was approved on Monday, so it leaves us by Wednesday.
Kenji MoriCan I talk to a person?
Handed to your team: the trader asked for a person
Your team/ai tell him it went out this morning
AtlasGood news, Kenji: your payout went out this morning.
07

Knowledge you write, in two halves

What the assistant knows about your firm lives in notes in folders. Notes under public may be told to any of your traders, notes under private stay with your team. Your FAQs are copied in, and a private note is kept for every mail conversation and every ticket.

  • Making a note public is a step of its own, recorded with who took it
  • Every change is a version, and an old one comes back with one click
  • Your FAQs for traders copied in shortly after you save them
  • Once a week, what traders asked, grouped and anonymous, to turn into a FAQ or a note
public/Traders and your team
rulespayoutsplatformsources/faq
private/Your team only
how-we-worktradersmailtickets
What traders asked this week
How the daily loss limit is calculatedAsked by 14 tradersMake a FAQMake a note
When a payout is sent after approvalAsked by 9 tradersMake a FAQMake a note
Which news blocks tradingAsked by 4 tradersMake a FAQMake a note
08

It remembers each person, and they decide

The assistant remembers what a person tells it about themselves, such as the instrument they trade or how they like their answers, and fits every later answer to it. Each person sees the list in their own settings under AI memory, where they correct, erase, add or download it, or switch it off.

  • Never a password, a code, a card or bank number, or contact details
  • Only what the person said about themselves, never what it read elsewhere
  • Your team reads a trader's memory on their profile, without changing it
  • Deleted with the account
AI memoryMemory on
Trades NQ in the New York sessionFrom a conversation
Likes short answers, with the figures firstAdded in settings
Working towards a funded account by DecemberFrom a conversation
My card ends in 4421Not kept: card and bank numbers never are
DownloadForget everything
09

Your name, your tone, your model

Traders see your assistant, never ours: the name and picture you choose, or your logo, above every answer. Pick a tone for traders and tickets, write instructions for traders and separate ones for your team, and choose how much care each answer gets.

  • Professional, Friendly, Casual, or a tone of your own
  • Up to 2,000 characters of instructions for traders, and as many for your team
  • With your team it is always direct and to the point
  • Light, Medium or Ultra, each spending the allowance faster than the one before
When do I get paid?
Atlas

Great question! Once your payout is approved it goes out within two business days, and we let you know the moment it does.

Instructions for traders68 / 2,000
Call our challenges evaluations. Point payout questions to payouts@.
Model
10

One allowance, and a limit per trader

Everything the assistant does draws on one allowance: both chats, ticket answers, writing help in mail and reading journal screenshots. It runs in a window of a few hours and a week, shown in messages rather than anything technical. A daily limit per trader keeps one busy trader from spending what your team runs on.

  • Where this week went, per feature, and when each window comes back
  • From 1 to 500 questions per trader per day, counted in your timezone
  • Before you save, how many traders the limit would have stopped last week
  • Your team and ticket answers are never limited
This window64%
Comes back in 2 hours
This week47%
Comes back in 4 days
Where this week went
Trader chat
142 messages
Team chat
96 messages
Ticket answers
61 messages
Writing help
23 messages
Journal screenshots
9 messages
20
The busiest trader asked 38 on one day in the last 7 days. This limit would have stopped 4 traders on at least one day.
Questions

Questions about the AI assistant

No. Everything that changes a record comes as a card, and only a person pressing Confirm runs it. A card that moves money or reaches the trader asks a second time. There is no setting that skips this.

No. The traders' assistant only reads that trader's own accounts, trades, payouts and tickets, your FAQ and your public notes. Its tools cannot reach another trader, and it is told never to discuss one.

No. Traders see the name and picture you set, or your logo, and the assistant never names us, the model or who provides it. When an answer fails, a trader reads that the assistant is busy or unavailable, nothing more.

What you sell, with prices and the deals running now, your FAQ, your instructions and the notes in your knowledge base: public ones for traders, private ones for your team as well. For your team it also knows who is asking, what their role may do and what waits for them.

The assistant stops until the window comes back and says when: the window of a few hours first, the week after that. New tickets go straight to your team in the meantime, so no trader waits on an answer that will not come. Ask for more on AI Settings opens a conversation with us about a larger allowance.

Every firm starts on a free allowance. If AI is not part of what we provide your firm, the switch on AI Settings is locked and says so, with a way to ask us, and everything else on the screen can still be set, so it is ready the moment we switch it on.

Works with

Nothing to connect. These parts already share the same traders, accounts and rules.

Your name on the door.
Our engine behind it.

Book a demo and we'll reach out with a migration plan built for your stack. No setup fees on monthly plans, no hidden costs.

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