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Uptrend Core
Your AI-powered assistant
🔍
Find Specific Info"How much taker volume did Daxx do in September?"Search for UIDs, volumes, payments, dates from chat history
📊
Get Status Reports"What's the status of Chesh?"Get full situation analysis: last contact, blockers, next steps
✍️
Craft Response"Craft a response for: Me: Hi! Lead: ..."Paste your conversation, get reply suggestions based on Jack's style
🎯
Campaign Suggestions"What campaigns can I offer this KOL?"Giveaways, deposit bonuses, trading competitions for their community
📚
Bybit Knowledge"What are VIP benefits?" / "What is FTD?"Official Bybit info: VIP perks, KYC, affiliate portal, FAQ
🌐
Search All Chats"Find all users who mentioned deposit bonus"Search across all conversations for specific topics
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Real-Time Chat Suggestions"For Bybit <> Gondee, what should I say next?"Uses YOUR synced Telegram chats + Jack's knowledge to give smart, personalized suggestions
✍️ Craft Response📊 Status Report🔄 Chat Suggestion🎯 Campaigns📚 VIP Benefits
📊 Accounts Dashboard
Browse and filter your CRM accounts
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📝 Notes & Reminders
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📋 To Do
To-Do items across all employees
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Trader Name
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📊 Main CRM
All traders across employees
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Total Traders
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Reply Rate
Overview
Stage 2 Tracker 0
Replied
Awaiting Reply
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No Telegram
Traders Who Replied (awaiting your approval)
All
📊 Overall Yearly Revenue
📈 2026 Revenue by AM
🏆 All-Time Revenue by AM
📊 4-Week Revenue by AM
📅 2025 Revenue by AM
📊 4-Week Revenue Leaderboard
💰 All-Time Revenue Leaderboard
🎯 Reactivations by Month
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📋 To Do
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🤝 Affiliates
📈 Trading Volume by Month
👥 Sign-ups & FTDs by Month
💰 Fee Profit by Month
💸 Commissions by Month
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📣 Campaigns
Create outreach plans and work the next due conversation.
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New campaign
Build the sequence, define the audience, and review live matches.
Campaign details
Message steps
Prepared replies
Sendable answers for common questions ("Full details", "How to claim") — AMs copy these verbatim instead of improvising numbers. {name} fills in the trader's name.
Referral asks (optional)
One line asking whether a trader friend would benefit too. After a yes it goes out a few days later; after a no, right away while the chat is still open. Empty = no ask. Referred friends aren't in the CRM, so the AM notes the name and tells the team.