Intelligence (AI Chatbot)
Interact with AI-powered trading and personal development assistant
AI-powered chatbot providing trading strategies, risk management advice, and personal development guidance.
AI-Powered Assistant
Our GPT-4 powered chatbot specializes in trading strategies, risk management, and personal development. Provides focused, actionable advice for traders and professionals.
Overview
The Intelligence Service is an AI assistant that provides:
- Trading strategy advice
- Risk management guidance
- Technical analysis insights
- Personal development coaching
- Sales and business advice
Powered by: OpenAI GPT-4
Focus Areas:
- **Trading and forex strategies
- **Risk management
- **Technical indicators
- **Personal development
- **Sales and business growth
- **Off-topic questions (politely redirects)
Endpoints
Initialize Intelligence Page
Get topics, conversation history, and quick prompts.
GET /v1/intelligence/initializeX-API-Key: your-api-key
Authorization: Bearer your-jwt-token{
"success": true,
"status": 200,
"message": "Intelligence page initialized",
"data": {
"topics": [
{
"id": "topic_123",
"title": "Forex Trading Strategies",
"description": "Expert insights on forex trading",
"icon": "💹",
"prompt": "Tell me about forex trading strategies",
"category": "trading"
},
{
"id": "topic_456",
"title": "Risk Management",
"description": "Position sizing and risk control",
"icon": "🛡️",
"prompt": "How do I manage trading risk?",
"category": "trading"
}
],
"recentConversations": [
{
"id": "conv_789",
"title": "EUR/USD Analysis",
"messageCount": 12,
"lastMessageAt": "2025-10-21T10:30:00.000Z"
}
],
"quickPrompts": [
"Analyze current EUR/USD trend",
"What's the best entry strategy for GBP/JPY?",
"Explain RSI indicator",
"How to manage risk on volatile pairs?"
]
},
"meta": {
"timestamp": "2025-10-21T12:00:00.000Z",
"version": "v1"
}
}Get Conversation Messages
Retrieve all messages from a specific conversation.
POST /v1/intelligence/conversation/initializeX-API-Key: your-api-key
Authorization: Bearer your-jwt-token
Content-Type: application/json{
"conversation_id": "conv_789"
}{
"success": true,
"status": 200,
"message": "Conversation retrieved",
"data": [
{
"id": "msg_001",
"sender": "user_456",
"message": "How do I analyze EUR/USD trends?",
"role": "user",
"created": "2025-10-21T10:00:00.000Z"
},
{
"id": "msg_002",
"sender": "system",
"message": "To analyze EUR/USD trends effectively, focus on these key areas:\n\n1. **Technical Analysis:**\n - Check daily and 4-hour charts for trend direction\n - Look for support and resistance levels\n - Use moving averages (50 and 200 EMA)\n\n2. **Market Fundamentals:**\n - Monitor ECB and Fed policy\n - Watch economic indicators (GDP, inflation)\n - Track interest rate differentials\n\n3. **Risk Management:**\n - Always use stop losses\n - Risk no more than 1-2% per trade\n - Calculate position size before entry\n\nWhat specific aspect would you like to explore?",
"role": "assistant",
"tokens": {
"prompt": 45,
"completion": 152,
"total": 197
},
"model": "gpt-4",
"created": "2025-10-21T10:00:05.000Z"
}
],
"meta": {
"timestamp": "2025-10-21T12:00:00.000Z",
"version": "v1"
}
}Send Prompt to AI
Send a message to the AI assistant.
POST /v1/intelligence/prompt/sendX-API-Key: your-api-key
Authorization: Bearer your-jwt-token
Content-Type: application/json{
"conversation_id": "conv_789",
"prompt": "What about using RSI with this strategy?"
}For New Conversation:
{
"conversation_id": null,
"prompt": "How do I start trading forex?"
}{
"success": true,
"status": 201,
"message": "Message sent successfully",
"data": {
"conversation": "conv_789",
"messages": [
{
"id": "msg_001",
"sender": "user_456",
"message": "How do I analyze EUR/USD trends?",
"role": "user",
"created": "2025-10-21T10:00:00.000Z"
},
{
"id": "msg_002",
"sender": "system",
"message": "To analyze EUR/USD trends...",
"role": "assistant",
"created": "2025-10-21T10:00:05.000Z"
},
{
"id": "msg_003",
"sender": "user_456",
"message": "What about using RSI with this strategy?",
"role": "user",
"created": "2025-10-21T10:01:00.000Z"
},
{
"id": "msg_004",
"sender": "system",
"message": "Great question! RSI (Relative Strength Index) is an excellent addition:\n\n**How to Use RSI:**\n- Above 70 = Overbought (potential sell signal)\n- Below 30 = Oversold (potential buy signal)\n- Divergence patterns indicate trend reversals\n\n**With EUR/USD:**\n- Combine RSI with support/resistance\n- Wait for RSI < 30 at support level for strong buy\n- Use 14-period RSI on 4H or Daily charts\n\nWould you like to discuss entry timing?",
"role": "assistant",
"tokens": {
"prompt": 234,
"completion": 142,
"total": 376
},
"created": "2025-10-21T10:01:03.000Z"
}
]
},
"meta": {
"timestamp": "2025-10-21T12:00:00.000Z",
"version": "v1"
}
}Conversation Flow
1. Initialize Page (First Visit)
// Get topics and history
const init = await fetch('/v1/intelligence/initialize', {
headers: {
'X-API-Key': apiKey,
'Authorization': `Bearer ${token}`
}
});
const { data } = await init.json();
// Display topics and recent conversations to user2. Start New Conversation
// User clicks a topic or enters a prompt
const response = await fetch('/v1/intelligence/prompt/send', {
method: 'POST',
headers: {
'X-API-Key': apiKey,
'Authorization': `Bearer ${token}`,
'Content-Type': 'application/json'
},
body: JSON.stringify({
conversation_id: null, // New conversation
prompt: "How do I start trading forex?"
})
});
const { data } = await response.json();
// data.conversation = new conversation ID
// data.messages = array of messages (user + AI response)3. Continue Conversation
// User sends follow-up question
const response = await fetch('/v1/intelligence/prompt/send', {
method: 'POST',
headers: {
'X-API-Key': apiKey,
'Authorization': `Bearer ${token}`,
'Content-Type': 'application/json'
},
body: JSON.stringify({
conversation_id: "conv_789", // Existing conversation
prompt: "What about EUR/USD specifically?"
})
});
const { data } = await response.json();
// data.messages = full conversation history including new messages4. Load Previous Conversation
// User clicks on a past conversation
const response = await fetch('/v1/intelligence/conversation/initialize', {
method: 'POST',
headers: {
'X-API-Key': apiKey,
'Authorization': `Bearer ${token}`,
'Content-Type': 'application/json'
},
body: JSON.stringify({
conversation_id: "conv_789"
})
});
const { data } = await response.json();
// data = array of all messages in conversationAI Capabilities
Trading Advice
Prompt: "What's the best strategy for EUR/USD in current market?"
AI Response: Provides specific, actionable trading advice based on:
- Technical analysis
- Support/resistance levels
- Risk management
- Entry/exit strategiesRisk Management
Prompt: "How much should I risk per trade?"
AI Response: Explains:
- 1-2% rule
- Position sizing calculations
- Stop loss placement
- Risk/reward ratiosLearning & Education
Prompt: "Explain MACD indicator"
AI Response: Provides:
- Clear explanation
- How to use it
- Trading signals
- Real-world examplesPersonal Development
Prompt: "How do I stay disciplined in trading?"
AI Response: Offers:
- Trading psychology tips
- Discipline strategies
- Emotional management
- Success mindsetConfiguration
System Prompt
The AI is configured with:
You are a smart assistant that gives ONLY sales and personal development advice.
Be direct, real-world focused, and motivational when needed.
Focus on trading strategies, risk management, mindset, and business development.
Do NOT answer questions outside of these topics.Model Settings
- Model: GPT-4
- Max Tokens: 1000 per response
- Temperature: 0.7 (balanced creativity)
Token Tracking
Each AI response includes token usage for billing:
{
"tokens": {
"prompt": 234,
"completion": 142,
"total": 376
}
}Pricing Estimate:
- GPT-4: ~$0.03 per 1K tokens input, ~$0.06 per 1K tokens output
- Average conversation: 50-100 messages = $1-2
Privacy & Security
- **Conversations are private to each user
- **Messages are encrypted at rest
- **No sharing of personal data with OpenAI beyond prompts
- **Conversation history stored securely
- **Users can delete conversations anytime
Limits
| Limit | Value |
|---|---|
| Max conversations per user | 100 |
| Max messages per conversation | 500 |
| Max prompt length | 2000 characters |
| Response time | ~3-5 seconds |
Tips for Best Results
Be Specific
**"Tell me about trading" **"What's the best entry strategy for EUR/USD when RSI is below 30?"
Provide Context
{
"prompt": "I'm looking at EUR/USD on the 4H chart. Price is at 1.0850, RSI is 28, and there's support at 1.0800. Should I enter?"
}Follow-up Questions
Build on previous context:
1. "How do I analyze EUR/USD?"
2. "What about using RSI?"
3. "Where should I place my stop loss?"
4. "What's a good position size for 2% risk?"Troubleshooting
Topic not related" Response
The AI only answers trading/personal development questions. If you get this response, rephrase to focus on:
- Trading strategies
- Risk management
- Market analysis
- Personal growth
- Sales/business
Slow Response
Normal response time is 3-5 seconds. If slower:
- Check your internet connection
- Verify OpenAI service status
- Try again in a moment
Token Limit Exceeded
If conversation is very long (500+ messages):
- Start a new conversation
- Reference previous topics briefly
- Summarize key points
UI Integration Example
// React component example
function AIChat() {
const [messages, setMessages] = useState([]);
const [conversationId, setConversationId] = useState(null);
const [prompt, setPrompt] = useState('');
const sendMessage = async () => {
const response = await fetch('/v1/intelligence/prompt/send', {
method: 'POST',
headers: {
'X-API-Key': apiKey,
'Authorization': `Bearer ${token}`,
'Content-Type': 'application/json'
},
body: JSON.stringify({
conversation_id: conversationId,
prompt: prompt
})
});
const { data } = await response.json();
setConversationId(data.conversation);
setMessages(data.messages);
setPrompt('');
};
return (
<div>
<div className="messages">
{messages.map(msg => (
<div key={msg.id} className={msg.role}>
{msg.message}
</div>
))}
</div>
<input
value={prompt}
onChange={(e) => setPrompt(e.target.value)}
placeholder="Ask about trading strategies..."
/>
<button onClick={sendMessage}>Send</button>
</div>
);
}Related Documentation
- Authentication - Get your tokens
- Trading API - Implement AI suggestions
- Analytics API - Track AI usage