A traditional prop dashboard calculates pass or fail and stops there. The support queue fills with “why did I fail?”, payouts are opened one by one, and your risk desk reads equity curves by hand. The Agentic Prop Firm CRM does the work between the numbers: it explains the breach, assembles the payout checklist, flags the pattern, proposes the next step, and executes what you’ve permitted.
Prop firms upgrading keep their challenge configurations and infrastructure, and gain an AI layer designed for evaluation and funded-account operations.
Prop traders are the youngest client base in the industry. They live in Telegram and group chats, they buy a challenge at midnight, and they want to know right now how much drawdown is left, when the payout lands, and whether that last trade broke a rule.
The Agentic Prop Firm CRM inside the Prop Dashboard: “Why did I fail?”, “How much drawdown do I have left?”, “When is my payout?”: answered from live account data, not a rules PDF.
Agents are only as good as the data they can reach. The Agentic Prop Firm CRM exposes your challenge configurations, trader equity and drawdown history, trade logs, evaluation status, KYC, payout history, affiliate tree and support history to AI through one governed layer, with every field described in plain language so the agent knows what a rule parameter means and never guesses.
Your data stays in your deployment. Connect the AI model of your choice, or run one on your own servers.
You decide what the agents may do. The Decision Engine runs on a plain-text rulebook your risk and compliance teams own:
The Next-Step Engine reads what your systems already hold: support tickets, challenge progress, payout history, affiliate notes, and proposes the next best action for each trader or affiliate.
Your team sees the suggestion, the reason, and decides on the action.
Reading data is half of it. The Agentic Prop Firm CRM exposes permitted actions through MCP (Model Context Protocol) and REST API.
Agents propose; people decide. No payout is ever auto-approved. The Payout Pre-Check assembles the checklist: profit target met, minimum trading days, consistency rule, KYC, no open breach, no prohibited-strategy flags and your risk desk approves with one click, evidence attached.
When a trader fails, the agent explains exactly why: which trade, at what time, against which rule, with the equity curve to prove it.
24/7 answers from live account data: challenge status, drawdown remaining, payout dates, rules, KYC. Any language, any channel.
Runs your payout checklist the moment a request lands and presents a clean or flagged case to your risk desk. Nothing moves without a human.
Enabled by the firm, opted into by the trader: warns a trader as they approach a daily or overall limit.
Explains commissions level by level, shows affiliates which traffic passes.
The assistant powered by one engine, one rulebook.
Prop risk is pattern recognition at scale: copy-trading across accounts, one trader behind many identities, news-straddling and other prohibited strategies, affiliate–trader loops, payout velocity that doesn’t match the equity curve.
Jonas gets a breach notification and asks on Telegram, in German, why. The Breach Explainer answers in German: one trade at 14:32 pushed the daily drawdown past 5%, here’s the equity curve with the moment marked and, under the firm’s rules, here’s the restart option.
Forty tickets came in overnight. The Trader Support Agent answered thirty-one: status, rules, payout dates and handed nine to Tom with summaries. Tom starts with those nine.
Aisha, funded for three months, requests her payout in the Prop Dashboard. The Payout Pre-Check runs the checklist in seconds: target, trading days, consistency, KYC, no breach, no flags and marks the case clean.
Maya opens her queue: fourteen payouts pre-checked overnight: twelve clean, two flagged, one for the consistency rule and one with trades mirrored on another account. She approves twelve in a minute and opens the two.
Let’s talk business
Diego can build his own landing pages with signup forms and have his commissions detailed.
Maya asks in Slack: Phase 1 pass rate by challenge size, last 30 days. The table comes back in seconds, from the same engine and under the same rules as the CRM.
Jonas buys a new challenge and switches on Drawdown Guard. From now on he gets a warning at 80% of the daily limit.
Most “AI CRMs” route your trader data through someone else’s cloud. Kenmore Design’s Agentic Prop Firm CRM runs inside your deployment. Connect the model provider you trust, or run a model on your own hardware for full data residency. Switch models without changing a single rule.
The Agentic Prop Firm CRM ships with its own scorecard: tickets resolved without a human, breach disputes closed on first reply, payout approval time, time from purchase to first trade. You see what the agents are doing and what it’s worth from week one.
The Agentic Prop Firm CRM sits on top of the full Prop Firm Solutions stack: Prop Firm CRM, Prop Dashboard, Risk Management, Payment Solutions, Multi-Level Affiliates, Leaderboards and Competitions. Running a brokerage? See the Agentic Forex CRM.
Give traders a reason for every breach at 2 AM in their own language, give your risk desk a queue of pre-checked payouts instead of a pile of requests, and give affiliates pages that convert. Same Prop Firm CRM, now able to act — with your team in control.
Book a personalized demo and see the agents working inside your own Prop Firm CRM.
Paste this into ChatGPT, Claude, Gemini, Perplexity or any assistant that can read the web. It will read our guide and answer your questions about the CRM in your own terms.
The guide is a plain-text file at kenmoredesign.com/agent-guide.md — open it yourself if you prefer.
