TakePropips AI Chatbot User Manual
Introduction
Note: You can access the TakePropips AI Chatbot on our dashboard: https://dashboard.takepropips.com
TakePropips AI Chatbot is a powerful and effective companion that you can use to help you become a better trader. It can understand and speak multiple languages and its always available 24/7. TakePropips AI was optimized for generating responses on topics related to trading, fundamental analysis, technical analysis, risk management, macroeconomics, finance, and more!
Main Features:
- Dynamic Prompt Recommendations – displays powerful and useful prompts that you can use to ask the AI. The prompts are automatically updated daily, so you can always learn something new everyday.
- Smart Suggestions – generate prompts related to the topic of the previous conversation between the user and the AI. This allows you to keep the conversation going with the AI without having to create new prompts by yourself.
- Daily Insights – generates useful insights to topics related to trading , fundamentals, technical analysis, and economics. The insights are updated daily so you can learn something new everyday.
- Prompt Templates – allows you to enter shorter message without the need to type in the full query every time you want to use the same prompt template.
- AI Voice (Text-to-Speech) – allows the AI to speak its responses in either male or female voice. It can speak and respond in multiple languages.
- Speech Recognition (Speech-to-Text) – allows the user to speak on the device and the system will automatically input the message on the text field or send automatically to AI.
- Chat History – shows the previous chat conversations between the user and AI.
- Search Chat History – allows you to search the entire list of your chat history using a search box.
- Chat Favorites – allows you to add the selected chat to your favorites list. This is incredibly helpful in finding specific chats that you want to refer later without the need to manually search the entire chat history.
- Color Code Chats – allows you to change the color of the chat icon for easier identification. This can be used to categorize your chat history.
- Share Chats – allows you to share a chat conversation and generate a link to share to other users of the chatbot.
- Supports Multiple Languages – the AI can understand and speak multiple languages. For a list of supported languages, please refer to this page.
NOTE: TakePropips AI Chatbot is optimized to provide you with powerful prompts and better responses related to topics in trading. It is not optimized to provide answers outside of its expertise.
Dynamic Prompt Recommendations
The Dynamic Prompt Recommendations displays powerful and useful prompts that you can use to ask AI. The prompts are automatically updated daily, so you can always learn something new everyday.
You will receive prompts based on a specific category. There are currently more than 20 categories which covers a wide range of topics related to trading, fundamental analysis, technical analysis, risk management, macroeconomics, and more! You can view the entire list on this page.
The amount of daily prompts you receive per category will depend on your plan.
- Basic plan - you will receive 1 daily prompt per category.
- Premium plan - you will receive 3 daily prompts per category.
- Premium Plus plan - you will receive 5 daily prompts per category.
You can click the prompt and it will automatically send the message to the AI and it will give you response back based on that prompt.
Smart Suggestions
The Smart Suggestions generate prompts related to the topic of the previous conversation between the user and the AI. This allows you to keep the conversation going with the AI without having to create new prompts by yourself. The prompts are automatically displayed if there is an ongoing chat between the user and the AI. If you navigate through the chat history, then you can manually generate the Smart Suggestions by clicking the “Get Smart Suggestions” button.
The total number of Smart Suggestions that will be displayed will depend on your plan.
- Basic plan - you will receive 1 smart suggestion.
- Premium plan - you will receive 3 smart suggestions.
- Premium Plus plan - you will receive 5 smart suggestions.
The Smart Suggestions shows prompts related to the previous conversation between user and AI. It gives you the option to choose your next prompt. These are shown automatically between conversations during an ongoing chat. You can click on any of the smart suggestion prompts and it will automatically send the request to the AI to get a response back. You can also just ignore the smart suggestion and start typing your own prompt on the text field.
Explore More
The Explore More page displays prompt templates that you can use to quickly send request to AI without typing the entire message in the text input. It will also allow you to generate “Daily Insights” which is great in giving you helpful information that you may not know about trading in general.
On the next pages, we will discuss more about these prompt templates and the “Daily Insights” feature.
Prompt Templates
The Prompt Templates allows you to enter shorter message without the need to type in the full query every time you want to use the same prompt template. Each prompt template will have a description and a text field in which you can enter your message. The Prompt Templates are categorized for easier identification, and you can use these to quickly learn about a specific term or topic.
For example, if we click the “Learn about indicators” prompt template, then it will display this dialog form and it allows you to just enter the name of the technical indicator you want to learn. You can then click “Generate” to send the request to AI and it will give you back its response. Please note that this will use chat credits on your monthly allowance.
Daily Insights
The Daily Insights generates useful insights to topics related to trading, fundamentals, technical, and economics. The insights are updated on a daily basis so you can learn something new everyday.
The total number of Daily Insights that will be displayed will depend on your plan.
- Basic plan - you will receive 3 daily insights.
- Premium plan - you will receive 5 daily insights.
- Premium Plus plan - you will receive 10 daily insights.
More information can be found on next page.
You can click the “Learn More” button which will send a request to AI to generate more details regarding this specific insight. Please note that this will use chat credits on your monthly allowance.
AI Voice (Text-to-Speech)
The AI Voice (Text-to-Speech) allows the AI to speak its responses in your chosen language. The AI Voice will only work during chat conversations and not on the daily insights or prompt templates on the Explore More page. You can toggle it on or off by clicking the sound icon on the upper left corner of the page. By default, the output language is set to “English (United States)”. You can change the language and the gender of the voice in the settings page. By changing the output language, the AI chatbot will show the response in that particular language and it will also speak that same language.
More information can be found on next page.
You can disable AI Voice by toggling the sound icon on the upper left corner of the page.
Speech Recognition (Speech-to-Text)
The Speech Recognition (Speech-to-Text) allows the user to speak on the device and the system will automatically input the message on the text field. If you have the setting “Send Speech Recognition Automatically” enabled, then it will automatically send the request to the AI after the user finished speaking. This works great if AI Voice is also enabled to create an immersive chat experience where you can talk back & forth with the AI without the need to type the message.
You can toggle it on or off by clicking the mic icon on the left corner of the text field. By default, the speech recognition language is set to “English (United States)”. If you speak in other languages, then make sure to also change the language on the settings page. This will help the system understand your spoken words better if proper language is set.
Please note that you need to have the microphone enabled on your device. If you are using a laptop, desktop, or smartphone, then you can check the settings app on your device to see if microphone is enabled.
Please note that the speech recognition may not be 100% accurate and it will depend on the clarify of the speech.
Chat History
The Chat History shows the previous chat conversations between the user and AI. You can search a specific chat history using the search bar and add chats to your favorite list.
More functions regarding the chat history are explained on the next pages.
Search Chat History
The Search Chat History feature allows you to search the title of the chat history. It will show you a list of chats that matches what you type in the search bar. You can click on it and it will bring you directly to the chat conversation page.
Chat History Actions
The Chat History Actions allows you to take specific action on the selected chat history. You can add the chat to your favorites list, you can change the color of the chat icon for easier identification, you can share the chat for other users to see, rename the chat title, and delete the chat.
Chat Favorites
The Chat Favorites feature allows you to add the selected chat to your favorites list. This is incredibly helpful in finding specific chats that you want to refer later on without the need to manually search the entire chat history. To add the chat to your favorites list, you can click the star icon on the chat history actions. A dialog will pop-up confirming whether you want to add the chat to your favorites list or not. After adding the chat history to your favorites list, the chat icon will change to a yellow star on the chat history list.
More information can be found on next page.
You can expand the “Favorite Chats” to show all favorite chats. You can click on each chat history to bring up the chat conversations.
To remove the chat to your favorites list, then you can toggle the star icon again and it will show a dialog confirming whether you want to remove the chat to your favorites list or not.
Color Code Chat History
The Color Code Chat History feature allows you to change the color of the chat icon for easier identification. This can be used to categorize your chat history. One color might represent a specific topic and another color can represent a different topic. This is helpful in finding categorized chats on your chat history list.
More information can be found on next page.
To change the color, you can click the color palette icon and it will allow you to choose from different colors. If you want to remove the color and change back to its default color, then you can click the “X” icon.
Share Chat History
The Share Chat History feature allows you to generate a link that you can share to other users of the chatbot. The messages you send after creating the shared link will not be shared, so you can think of it like sharing the current snapshot of the chat conversation. Only registered users of the chatbot will be able to view the shared conversation.
To share chats, you can click the share icon on the chat history actions and a dialog will pop-up confirming whether you want to share the chat or not. You can click the “Manage Shared Link” to display all the chats that you have shared.
More information can be found on next page.
After clicking the “Yes, share it!” button, the system will generate a link that you can use to share to other users. If you forgot to copy the link, then you can still access the shared chats on the settings page, then click the “Show” icon on the “Shared Chats” label.
Edit Chat History Name
The Edit Chat History allows you to edit the title of the selected chat history. By default, it will set the title to the first user prompt of the chat conversation. You can change the chat title by clicking the edit icon on the chat history actions.
More information can be found on next page.
Delete Chat History
The Delete Chat History allows you to delete the selected chat history. You can click the trash icon and a dialog will pop-up to confirm whether you want to delete the chat or not.
Settings
The Settings page allows you to modify the configuration of the chatbot. You can go to this page by clicking the “Settings” button on the lower left corner of the page.
The next pages will explain each setting in more detail.
Check Available Credits
You can view your available credits for the month by clicking the “Check Available Credits” button on the settings page.
More information can be found on next page.
A dialog box will pop-up to show your remaining chat credits for the current month including the AI voice credits, and speech recognition credits. Your credits will reset at the start of each month. Note that on average, 1 chat credit corresponds to 1 word or approximately 5 characters. If you are a heavy user and you need to have more credits to use per month, then you can increase your credits by upgrading your plan.
Output Language (AI Voice & Response) Setting
The Output Language (AI Voice & Response) setting allows you to change the language of the response of the AI and its voice. Example, if you change the output language to Spanish, then the AI will output its responses in Spanish. If you have the AI Voice enabled, then it will also start speaking in Spanish instead of the default English language.
You can still send messages to AI in a wide range of languages even if the output language is different. For example, you can send messages to AI in English and the AI will still respond in the selected output language like Spanish.
Speech Recognition Language Setting
The Speech Recognition Language setting allows you to change the input speech language of the user. The speech recognition feature is used to speak your prompts instead of typing it manually on the text field.
This setting is used to determine if the user is speaking in a specific language. For example, if you are using speech recognition and you want to speak in Japanese, then you need to change the “Speech Recognition Language” setting to “Japanese” in order for the system to understand the speech of the user.
The “Send Speech Recognition Automatically” setting can be enabled so that if the user has finished speaking, the message will be sent automatically to the AI. Please note that this option will require that you speak with clarity all the time since you cannot review the message and the message will be sent automatically to the AI. If you need to review the message first before sending the message to AI, then disable this setting.
AI Typing Speed Setting
The AI Typing Speed setting allows you to choose the speed of the typing animation when you get a response from the AI during chat conversations.
The typing speed that you can select will depend on your plan:
- Basic plan - you can select up to “Medium” speed.
- Premium plan - you can select up to “Fast” speed (recommended speed).
- Premium Plus plan - you can select up to “Instant” speed.
Shared Chat Setting
The Shared Chats allows you to open the page where you can view all the chats that you have shared. Click the “Show” button to view the Shared Chats page.
More information can be found on next page.
On the “Shared Chats” page, you can view all the chats that you have shared. You can click the shared link to see shared conversations.
You can go directly to this chat to continue the conversation by clicking the “View” button.
You can delete the shared link by clicking the “Delete” button and it will stop others from viewing the shared conversations as well.
Clear All Chats Setting
The Clear All Chats allows you to delete all chats on your chat history lists. Please note that this will also delete any chats on your favorite chats list.
More information can be found on next page.
You can clear all chats by clicking the “Clear” button and a dialog box will pop-up confirming whether or not you want to delete all chats.
Toggle Light / Dark Theme
You can toggle between light theme and dark theme by clicking the bulb icon on the upper left corner of the page.
Supported Languages
Supported Languages for both Output Language (AI Voice & Response) and Speech Recognition:
- Afrikaans (South Africa)
- Arabic
- Bengali (India)
- Bulgarian (Bulgaria)
- Catalan (Spain)
- Chinese (Cantonese)
- Chinese (Hong Kong)
- Chinese (Mandarin)
- Chinese (Taiwan)
- Czech (Czechia)
- Danish (Denmark)
- Dutch (Belgium)
- Dutch (Netherlands)
- English (Australia)
- English (India)
- English (United Kingdom)
- English (United States)
- Filipino (Philippines)
- French (Canada)
- French (France)
- German (Germany)
- Greek (Greece)
- Gujarati (India)
- Hebrew (Israel)
- Hindi (India)
- Hungarian (Hungary)
- Icelandic (Iceland)
- Indonesian (Indonesia)
- Italian (Italy)
- Japanese (Japan)
- Korean (Korea)
- Latvian (Latvia)
- Lithuanian (Lithuania)
- Malay (Malaysia)
- Marathi (India)
- Norwegian (Norway)
- Polish (Poland)
- Portuguese (Brazil)
- Portuguese (Portugal)
- Punjabi (India)
- Romanian (Romania)
- Russian (Russia)
- Serbian (Cyrillic, Serbia)
- Slovak (Slovakia)
- Spanish (Spain)
- Spanish (United States)
- Swedish (Sweden)
- Tamil (India)
- Thai (Thailand)
- Turkish (Turkey)
- Ukrainian (Ukraine)
- Vietnamese (Vietnam)
Dynamic Prompt Recommendations Categories
You will receive daily dynamic prompts recommendations for each of the following categories:
Recommendations for You – Topics that you may find interesting based on your prompt history.
TakePropips Daily Picks – handpicked prompts from TakePropips AI.
Fundamental Analysis – Analyzing economic and financial factors to assess the value of an asset.
Technical Analysis – Analyzing historical market data, primarily price and volume, to forecast future price movements.
Risk Management – Implementing strategies to protect capital and minimize potential losses.
Trading Strategies – Plans and techniques used to enter and exit trades for potential profit.
Forex Basics – Fundamental concepts and terminologies related to trading currencies.
Currency Pairs – Understanding the relationships and dynamics between different currency combinations.
Chart Patterns – Identifying recurring patterns on price charts to predict future price movements.
Indicators & Oscillators – Statistical tools used in technical analysis to assess market trends and generate trading signals.
Candlestick Patterns – Analyzing different types of candlestick patterns based on price movements to make trading decisions.
News and Economic Events – External information and events that can influence financial markets and trading decisions.
Money Management – Techniques for effectively managing capital and risk exposure in trading.
Price Action – The movement of a security's price, often analyzed for the purpose of making trading decisions.
Scalping – A trading strategy that involves making a large number of small profit trades over very short time frames.
Swing Trading – A trading strategy that attempts to capture gains in a security over a period of several days to several weeks.
Market Structure – Understanding the organization and behavior of the market.
Trending Market – A market in which the price of instrument’s is generally moving in one direction.
Range-Bound Market – A market in which prices oscillate between a specific high price and a low price.
Breakouts – When a instrument’s price moves outside a defined support or resistance level with increased volume.
Reversals – A change in the direction of a price trend, typically used to describe a change in trend from positive to negative, or vice versa.
Trading Tips – Helpful advice and insights for navigating the trading environment effectively.
Note: The prompts for each categories are updated on a daily basis so it’s a good idea to check in everyday and learn something new everyday.