Platform Feature

Expert Agents

Adds expert profiles, allocations, marketplace pages, and agent chat.

Expert Agents screenshot in light mode

What this plugin does

Expert Agents adds a marketplace for expert profiles, portfolios, customer hiring, subscriptions, allocations, redemption, reviews, reports, client trading, and direct agent chat. Dedicated administrator screens support profile, customer, review, and operational oversight.

Complete interface reference

Every screen, control, and action

This reference documents the visible controls and operational behavior included with Expert Agents. Exact market values and customer records change at runtime, while the controls and validation flow remain consistent.

Agent marketplace

Discover and compare available experts.

  • Agent list and search
  • Profile image and identity
  • Portfolio and profile information
  • Reviews and rating context
  • Open Profile

Hiring and subscription

Connect a customer account to an agent.

  • Hire Agent action
  • Desktop modal
  • Mobile hiring drawer
  • Allocation or amount input
  • Terms and confirmation
  • Active subscription state

Customer-agent operations

Manage the ongoing relationship.

  • Agent chat
  • Client trade page
  • Portfolio updates
  • Redeem action
  • Report Agent
  • Leave Review
  • Paginated reviews

Agent and administrator tools

Maintain profiles and operational records.

  • Agent profile management
  • Portfolio management
  • Customer subscriptions
  • Review and report oversight
  • Agent-management list
  • Agent detail page

How the complete workflow operates

  1. 1

    Administrator or authorized agent completes a profile.

  2. 2

    Customer reviews profile, portfolio context, and reviews.

  3. 3

    Customer opens Hire Agent and confirms the allocation or subscription.

  4. 4

    Customer and agent use chat and client-trade surfaces.

  5. 5

    Customer can review, report, redeem, or end the relationship according to its state.

Validation and business logic

Hiring validates the customer balance and agent availability.
Review pagination preserves the selected agent context.
Review and report actions require an eligible customer relationship.
Redemption depends on subscription and allocation state.
Mobile hiring uses a drawer while desktop retains a modal.

Risk and operational notices

Profiles and historical information do not guarantee future performance.
The operating business is responsible for expert verification, disclosures, and legal compliance.

Included capabilities

Expert marketplace and profile pages.
Allocation-style user flows.
Agent chat and user interaction surfaces.
Admin and user route support.

Good fit for

Sell managed-account style packages.
Add a premium expert marketplace to WoTrade.
Create a client package focused on agents, mentors, or portfolio managers.

Delivered surfaces

Dedicated user dashboard pages for the feature.
Navigation entries and route protection through the plugin gate.
Admin or service-layer support where the feature needs configuration.

Sales and package notes

This can be sold as a paid add-on and restricted to only clients who purchased it.
The client can see the plugin in WoTrade, but activation can be controlled from WoPixel purchase and subscriber data.
The plugin detail page can be used before checkout to explain why the client should add it.

Control points

WoPixel checkout records the selected plugin on the purchase.
WoPixel subscriber management can grant, revoke, or review access after payment.
WoTrade reads plugin state and purchase-code verification before exposing protected features.
Disabled or unlicensed paid plugins remain blocked even if a client tries to toggle them locally.

Client questions

Can I sell this plugin to only one specific client?

Yes. The plugin can be attached to one purchase, one client account, and one handoff flow instead of being enabled for every customer.

Can the client enable it without paying?

No. Paid plugins are designed to require purchase verification before they stay enabled in WoTrade.

Does this plugin operate the client business for them?

No. It provides software screens and workflows. The client remains responsible for legal compliance, marketing claims, users, and business operations.

Admin notes

Paid plugin that requires purchase verification.
Clients are responsible for licenses, claims, and end-user handling.
FAQ

Plugin questions

Common questions about adding, licensing, and using this plugin.

01 How do I get started?

Choose the product or service that fits your needs, create an account, and follow the checkout or onboarding steps.

02 Can I contact support before purchasing?

Yes. Contact support with your requirements and questions before you place an order.

03 Where can I manage my purchases?

Sign in to your dashboard to manage purchases, services, downloads, and support requests.

04 Which payment methods are available?

Available payment methods are shown during checkout and may vary by product or location.

05 Will I receive confirmation after purchasing?

Yes. You will receive an order confirmation and can review the purchase from your account dashboard.

06 How quickly will I receive access?

Access is normally provided after payment is confirmed. Products requiring setup may include an additional delivery timeline.

07 Can I ask for help after purchasing?

Yes. Use the support area in your account to contact the team about your purchase or service.

08 Where can I find product-specific details?

Each product page explains its included features, pricing, delivery method, and any specific requirements.