Intercom
SlackSupport quality for brokers & trading apps.
Your traders forgive a red day. They do not forgive a withdrawal stuck "in review" with no update, a copied trade that closed differently than the leader’s, or an agent who sounds like they are giving investment advice. Every one of those chats is a trust test, and the ones you fail end up on Trustpilot.
Supportman gives brokerage and copy-trading support teams on Intercom instant visibility: every CSAT and DSAT rating in Slack the moment it lands, and AI quality scoring on every conversation, human and Fin, whether your traders write in English, Spanish or Portuguese.
Already trusted by Prop Firm Match.
No card · under-2-minute setup · from $25/mo
Built for
- CFD & forex brokers
- Copy-trading platforms
- Prop firms
- Crypto exchanges
- Investing apps
- • Assignee: Camila R.
- • Customer: Diego M. (diego.m@…)
- • Rating: 😡 Terrible
- • Assignee: Fin (AI agent)
- • Customer: Thiago S. (thiago@…)
- • Time to close: 2 min
- • IQS: 🏆 61
- • Assignee: Lucas P.
- • Customer: Anjali K. (anjali@…)
- • Time to close: 6 min
- • IQS: 🏆 94
Real-time
DSAT alerts in Slack
Every
Intercom & Fin conversation AI-scored
5 min
Setup, no engineering
Four conversations decide whether a trader stays.
Each one is routine until it goes wrong. Supportman reads every closed conversation and tells you, in Slack, which ones did.
- 01 · First deposit & KYC
ES“Subí mi documento tres veces y sigue rechazado. ¿Qué quieren exactamente?”
Supportman checks
- Rejection reason stated?
- Exact next step given?
- Tone under frustration
- 02 · The copied trade
EN“I copied the #1 trader on the leaderboard. He is green, I am red. Explain.”
Supportman checks
- Slippage & timing explained?
- No advice-like wording
- Fin answer scored
- 03 · Margin call / stop-out
PT“Minha posição foi fechada sem aviso. Vocês roubaram meu saldo.”
Supportman checks
- Mechanics explained, not defended
- Risk wording correct
- Escalated if disputed
- 04 · The withdrawal
EN“Withdrawal pending 5 days. If no answer today I post on Trustpilot.”
Supportman checks
- Timeline stated?
- DSAT → Slack in real time
- Manager pinged
Real money, every single chat.
- Withdrawal and deposit questions where a vague answer reads like "we’re keeping your money"
- KYC and verification friction blocking new traders before their first deposit
- Copy-trading disputes: "the leader made money, why did I lose?"
Catch money complaints before they go public
Every DSAT rating posts to Slack the second it happens. A frustrated trader asking about a withdrawal gets a manager’s attention while they are still in the app, not after the one-star review is live.
AI-score every conversation for tone & compliant wording
Supportman scores every closed Intercom conversation against your rubric, so you can see where withdrawal timelines, KYC explanations, copy-trading mechanics, or risk language slipped, across thousands of chats no one could sample by hand.
Hold Fin to the same bar as your agents
If Fin answers your deposit, withdrawal and copy-trading questions, Supportman scores those conversations too, so you know when your AI agent is confidently wrong about money, or sounds like a financial advisor.
One quality bar in every language and timezone
Spanish and Portuguese queues get the same scrutiny as English. Ratings stream to Slack 24/7, and weekly reports land per agent in their own timezone, so the overnight LatAm and APAC shifts are as visible as the day shift.
A QA rubric written for brokers, not for SaaS.
Generic QA asks "was the agent friendly?". Trading support needs sharper questions. Supportman scores every closed conversation, human or Fin, against criteria you define. Here is the kind of rubric brokerage teams start from.
- No advice-like language25%The agent never suggested what, when or whether to trade.
- Money timeline stated20%Deposits and withdrawals get a concrete time and the reason for any hold.
- Mechanics explained15%Copy-trade slippage, leverage, stop-outs and fees explained in plain words.
- KYC next step given15%A rejected document comes with what to fix, not just "resubmit".
- Risk wording correct15%Required risk and non-advice language present where the policy needs it.
- Language & tone match10%Answered in the trader’s language, calm under accusation, no scripted deflection.
- Editable per workspace100% total
Trading & Brokers support, answered.
Do you work with CFD brokers and copy-trading platforms?
Yes. Supportman is built for high-volume, consumer-facing support where conversations involve real money: deposits, withdrawals, verification, and disputed trades. If your support runs on Intercom, it works for you.
Can it catch agents (or Fin) giving investment advice?
Supportman AI-scores every closed conversation against your rubric, so you can add criteria like "no advice-like recommendations" or "risk wording used correctly" and see exactly where it slipped. (Supportman supports your QA process; it is not a legal or regulatory compliance product.)
How does it help with withdrawal complaints?
Negative ratings hit Slack in real time so someone can step in fast, and AI scoring shows whether agents gave clear timelines and next steps, the gap that usually turns a pending withdrawal into a public complaint.
Does it work in Spanish, Portuguese and other languages?
Yes. AI scoring reads each conversation as it was written, so your Spanish and Portuguese queues are reviewed against the same rubric as English instead of going unsampled.
Does it work with Intercom Fin?
Yes. Supportman scores both human and AI-handled conversations, and you can include or exclude Fin per channel, so your AI agent is held to the same quality bar as your team.
How much does it cost?
Published per-user pricing: $5 per user per month for notifications and reports, $15 per user with AI evaluations (minimums from $25/mo). Free trial, no credit card, and setup takes under two minutes.
See how your trading & brokers support is really doing.
Connect Intercom and Slack and be live in under two minutes. Not ready to connect? Request a walkthrough and we will show you what Supportman surfaces for teams like yours, on your own conversations.
Supportman is an independent product, not made by or affiliated with Intercom or Slack.
Request a walkthrough
Drop your email and we will follow up with a tailored look for your team.
