Restricted — internal access
Two doors,
one black box.
Managers hold the client book — funds, feedback, leads and growth. The calling desk works the queue and brings the information back in.
Level 01 — Client book
Manager login
Client details, funds under automation, feedback stream, lead pipeline and growth targets.
Level 02 — Calling desk
Team login
Your call queue, the call sheet, feedback capture and query logging. Fund values stay hidden.
Checking for the roster…
Codes are never stored — only stretched fingerprints of them.
Five wrong attempts locks the form for 30 seconds · sessions end when the tab closes.
Lost your code, or need one issued? Administration →
Codes are never stored — only stretched fingerprints of them.
Five wrong attempts locks the form for 30 seconds · sessions end when the tab closes.
Lost your code, or need one issued? Administration →
Manager console
The client book.
Signed in as MANAGER · —
Needs you.
Flagged by the calling desk
Client sentiment.
Across every logged call
Call coverage.
Who has not been spoken to
Top accounts.
By capital deployed
Service clients.
Every account running a bot
| Client | Contact | Broker | Status | Capital | Current | P&L | Last call |
|---|
Feedback stream.
Everything the calling desk brought back
Future leads.
Pipeline — referrals, enquiries, warm names
| Lead | Contact | Source | Stage | Potential | Next action | Owner |
|---|
Targets vs reality.
Set them, then let the numbers argue
Growth notes.
What is working, what is not
Not saved yet
The mindset.
Read before you change anything
- The model has no ego. You do. Get out of the way.
- A client who is called stays. A client who is not called leaves quietly.
- Growth is retention first, new accounts second. Fix the leak before opening the tap.
- Never sell a return. Sell the process and the discipline behind it.
- A losing month is a question, not a verdict. Answer it with data.
Desk activity.
Last 30 days
Backup & move.
Records live in this browser only
Everything you enter — clients, calls, leads, targets — is stored in this browser on this device. Clearing site data, switching machine or switching browser loses it. Export a backup at the end of every day. To move records to another device, export here and import there.
Desk settings.
How the calling desk sees things
Start with example records to see the shape of the book, then clear them.
Calling desk
The call queue.
Caller TEAM · — · 0 calls logged today
Your calls.
Everything you logged, newest first
Heard a new name?
Referrals and enquiries go straight to the manager pipeline
How to open.
Same every time — it builds trust
- Name yourself and BrainxBot in the first sentence. Never be vague about who is calling.
- Ask if it is a good time. If it is not, book a time and log it as a callback.
- Say plainly this is a check-in call, not a sales call.
- Then listen. Most of the call should be them talking.
What to ask.
Four questions, every call
- How has the experience been since we last spoke?
- Is anything unclear about how the bot is running on your account?
- Is there anything you would want changed or added?
- Is there anyone you would introduce us to?
Never say.
These get escalated, not answered
- Any promised or guaranteed return. Ever. Not even a range.
- Advice on what to trade, buy or hold. You are not advising.
- Anything about how the model decides. It is a black box, by design.
- Never ask for a password or an API secret over the phone.
Flag it up.
Tick "needs manager" when
- They are unhappy about money, performance or fees.
- They want to add funds, withdraw, pause or leave.
- They ask something you cannot answer from this page.
- Anything about regulation, tax or legal.