From Bots to Business: An AI Tool for Trader Engagement

This project began as an internal initiative at Devexperts to automate trader interactions via chatbots, combining automation with human handoff in messaging channels.

Project highlights

Searching for product-market fit

Without an anchor client at the start, we iterated while validating demand across several use cases:

• Voice assistants (Alexa, Google Assistant)
• Support and education bots
• Broadcasts, signals, and surveys
• User-behavior analytics on trading platforms

Each cycle narrowed the scope. The strongest signal came from embedding smart functionality directly into trading platforms.

Platform integration and first client

The turning point was a shift from standalone assistants to an in-platform widget focused on engagement and retention. Our first commercial partner confirmed the direction. In parallel, we adapted the tool across the Devexperts ecosystem (DXcharts, DXtrade, dxFeed, and others).

Designed for white-label customization

From the first widget versions, we prioritized white-labeling so brokerages could match brand guidelines quickly. Robust design tooling sped up handoffs and ensured consistent theming across deployments.

UI evolution: from minimalism to practicality

As usage scaled, the interface evolved to support real-world operations:

• Moved the main menu from top to top-left to preserve vertical space for chats and lists.
• Replaced accordions with a flatter structure for clarity and better screen use.
• Switched from underline-only inputs to filled fields for compact forms and legibility.
• Enhanced feedback with labeled reactions (“Thank you,” “Useless”) alongside icons to encourage quick responses.
• Added keyboard navigation (Tab) across forms to improve accessibility.

Development process and release strategy

With a flexible environment and continuous deployment, we followed an iterative approach: launch minimal prototypes, collect feedback early, and expand based on real usage. Rigorous design reviews preserved quality while enabling rapid experimentation.

The result

What began as a chatbot concept became a modular, AI-powered engagement engine embedded directly in trading platforms. It supports: trader retention and re-engagement, personalized content and support, integrated analytics and trading operations, and seamless white-label deployment for brokers. Functionality spans both the admin application and the user-facing widget.