Using the assistant

Open the assistant

• Use the floating Assistant control in the bottom-right of the app (next to Feedback).
• On desktop, press ` (backtick), ~, or " when focus is not in a text field to toggle the panel. Escape closes it.
• Enter sends a message; Shift+Enter inserts a newline. While a reply is streaming, send becomes Stop.

What you can do in chat

• Ask for help navigating Tradee, understanding a page, or drafting strategies, bots, and backtests.
• Accept or cancel confirm cards before write actions run. Some create/run actions can be auto-confirmed in settings or from the confirm-card menu for this chat or all chats.
• Let the assistant open in-app pages for you when page navigation is enabled. The panel stays open across navigation.
• Use interactive page guidance when enabled: the assistant can highlight visible buttons and links on the current page. Form values and hidden content are not sent.
• Optionally let a conversation continue when backtests it is watching finish. A waiting banner appears with Stop waiting.
• Edit an earlier user message to regenerate from that point. Later messages are removed; actions the agent already took are not undone.

Preferences

Open Settings → AI Agent to:

• Disable the assistant for your account.
• Disable page navigation suggestions.
• Toggle interactive page guidance (on by default).
• Allow continue-when-backtests-finish (off by default; uses an extra turn).
• Auto-confirm create strategy, create bot, save backtest draft, and/or run backtest.
• Choose the active agent (App Default or a BYOK agent).

Conversations

Use the panel header to browse conversations, start a new chat, expand or restore size, reset position, or close. Open state and the active conversation persist across page navigations. Turns keep running if you navigate mid-reply; the panel re-attaches when you return.