Console v4 Light

ServiceAI MOCKUP

51729334515801

OnlineActiveLead KYC Tier 0whatsapp

CREDENTIALSNo account no account Sends from noreply@ai-activation.pro · AI Activation

CREATEDSep 2, 10:23 AM

FTD—

LAST VISIT—

CLIENT LOCAL TIME—

AGENT LOCAL TIME6:41 PM Asia/Jerusalem

AGENTUnassigned Assign

BRANDDefault sender Change

POSITIONMain · demo

BALANCE$10,000.00

EQUITY$10,000.00

FLOATING P/L+$0.00

REALISED P/L+$0.00

RISK

no open margin

MARGIN USED$0.00

FREE MARGIN$10,000.00

policy · this client

FUNDING · ALL ACCOUNTS

DEPOSITED$0.00

WITHDRAWN$0.00

NET FUNDED$0.00

QUALIFICATION PROFILE

AGE

—

OCCUPATION

e.g. Electrician

TRADING EXPERIENCE

None / 1-3 years / 3+ years

SAVINGS

e.g. $10k-$50k

RETIREMENT FUND

Fund / provider, approx. value

SOURCE OF FUNDS

e.g. Salary / Savings / Business

ACCOUNT NUMBER

Trading account no.

NOTES7+ Add note

2026-09-01User requested higher trading limits

2026-08-30Identity verified with passport

2026-08-28Called about the demo account, no answer

2026-08-24Prefers WhatsApp over email for updates

2026-08-19Asked for a walkthrough of the trading terminal

2026-08-11Source of funds document still outstanding

2026-08-04Imported from the affiliate lead gate

Live Comms3 WhatsApp Telegram ···

Ran Levi18:26

Got it, thanks. Looking now

Andres M.18:31

Call me later today please

ServiceAI18:33

Sure, calling you at 4 PM

Message…

➤

Bimian Salvador17:44

Is the deposit done on your side?

Rauhil Cellsan17:52

Send me the funding link again

ServiceAI18:05

Sending it now, one moment

Message…

➤

Calendar · Today, Sep 3+ Schedule···

Daily Weekly Monthly

09:00 AM – 10:00 AMFree

10:00 AM – 11:00 AMFollow-up call · deposit walkthrough

11:00 AM – 12:00 PMFree

UPCOMING

FRI 4 · 10:00Follow-up call - deposit

MON 7 · 10:00Follow-up call - deposit walkthrough

Nothing else todaySchedule a meeting

TRADES0 | 0

WIN—

M. LEVEL—

WEEKLY+$0

MONTHLY+$0

ACCOUNTSMain · demo

ConsoleRecord

Work & Activity4▾

TasksNo open tasks›

EscalationsNo open escalations›

TicketsNo open tickets›

Timeline15 events›

Money & Trading5▾

Trading accountsAccounts and the te…›

TransactionsNone yet›

Deposit$0 · None›

Live tradingNo open positions›

AI tradingNo session›

Funnel & Sales4▾

Funnel & statusLead · Active›

Client statusNot set›

TagsNo tags›

IB / ReferralNot referred by an IB›

Communication4▾

Conversation2 messages›

Call LogNo calls yet›

Recordings (Coperato)Stored at c…›

AI assistant chatNo AI notes yet›

Notes7▾

NOTE HISTORY