What changed
  • The AI chat assistant is in Support, under AI chat. The signed-in app has no floating chat launcher, and Charts has no full-screen mode
  • On a phone the conversation fills the screen, with a Close button that takes you back to where you came from
  • On a wider screen the conversation sits beside three short cards, including what the assistant can see and when to ask a person instead

The CFIN assistant, Iris, lives in the Support section of the app, under AI chat. It is a page of its own, not a launcher floating over other pages, and the Charts page does not have a full-screen mode. This is a short guide to finding it, using it and getting back out. (An earlier version of this post described a chat launcher on Charts; that is not how the app works.)

Opening and closing it

  1. Open Support from the sidebar. On iPhone, Support is under the "More" tab.
  2. Choose AI chat.
  3. Type your question. On a phone the conversation fills the screen. On a wider screen it sits beside three short cards: What it can see, When to ask a person instead, and Read it yourself.
  4. Use Close to leave. It takes you back to the page you came from; if there is no earlier page in the app, it takes you to Contact.
Four-step diagram for using the AI chat assistant in Support: 1. Open Support from the sidebar (on iPhone, under the More tab); 2. Choose AI chat; 3. Type your question; 4. Use Close to go back to where you came from.Four-step diagram for using the AI chat assistant in Support: 1. Open Support from the sidebar (on iPhone, under the More tab); 2. Choose AI chat; 3. Type your question; 4. Use Close to go back to where you came from.
The four steps, from opening Support to closing the chat.

What you need to do

Nothing. If you used to look for a chat button on the Charts page, go to Support, then AI chat, instead. The corner chat bubble on the public website is a separate thing; it is described in The corner chat: meeting Iris.

Page map of the CFIN dashboard sidebar listing Overview, Performance, Statistics, Trades, Charts, Vault, Billing, Learn and Support, with Support highlighted as the place where the AI chat assistant lives.Page map of the CFIN dashboard sidebar listing Overview, Performance, Statistics, Trades, Charts, Vault, Billing, Learn and Support, with Support highlighted as the place where the AI chat assistant lives.
Where the AI chat lives: Support, in the dashboard sidebar.

In detail

  • The assistant answers partly from your own account data. The What it can see card lists it: the number of positions open right now, your ten most recent closed trades, your balance, equity, profit and loss and drawdown figures, and whether your licence is active. It is not given your invoices; read those on Billing.
  • It accepts up to 30 messages every 5 minutes.
  • If it seems unavailable, check Platform status, which is linked in the Read it yourself card.
  • When you need a person, open a ticket from Support, then Contact. The When to ask a person instead card says when.

Getting the most from it

The assistant is best suited to quick, specific questions about your own account. If an answer matters, copy what you need before you leave the page.

Past performance is not a reliable indicator of future results. Trading leveraged products such as CFDs carries a high risk of losing money rapidly. You can lose all the capital in your trading account.