WhatsApp Twilio Python Oscar AI Trading

C-TRADE Chatbot —
Trading Workflows
Inside WhatsApp

A WhatsApp trading assistant built for C-TRADE that turns a chat conversation into a usable investor channel. Users can manage cash, check the market, place trades, manage orders, review transaction history, and inspect their portfolio without leaving WhatsApp. Oscar, the AI assistant, sits on top of the workflow to help users navigate the system.

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// Messaging channel: Twilio WhatsApp · Orchestration: Python · Trading backend: C-TRADE APIs

whatsapp.c-trade.co.zw/chatbot

Case Study

The Story

Extending a trading platform into a conversational channel that investors already use every day.

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The Challenge

Trading platforms often assume users will log into a dedicated web or mobile product, but many investors are already spending their time inside WhatsApp. The challenge was to expose core C-TRADE actions through a guided conversational interface without losing reliability, structure, or access to real backend data.

Bring key investor actions into a low-friction messaging channel
Keep workflows structured enough for trade execution and order handling
Route user requests safely into existing C-TRADE APIs
Provide contextual help without forcing users through rigid menus only

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The Solution

We built a WhatsApp chatbot that exposes the most important investor workflows as simple, numbered options, then routes each request through a Python application connected to the C-TRADE backend. Oscar, the AI assistant, adds a more natural support layer for user guidance and follow-up questions on top of the transactional menu system.

WhatsApp-first interface delivered through Twilio messaging
Python application for routing, conversation state, and backend orchestration
C-TRADE API integration for live account, trading, and portfolio operations
Oscar AI assistant for support, clarification, and guided navigation

Core Flows

What Users Can Do

The chatbot is organised around clear trading actions so users can move quickly from intent to outcome.

Manage My Cash

Check cash balances and start account funding workflows without leaving the conversation.

Market Watch

Pull market data and review what is happening before making a trade decision.

Place A Trade

Guide users through trade placement using the existing C-TRADE execution services underneath.

Order Management

Review and manage orders through a workflow that maps directly to live backend order data.

Transaction History

Retrieve historical activity inside the chat so users can reconcile previous trades and account actions.

View My Portfolio

Expose portfolio data directly in WhatsApp for quick investor self-service and account visibility.

// Conversation architecture

WhatsApp User

→

Twilio

→

Python App

→

C-TRADE APIs

Oscar AI Assistant

↘

Guidance + Q&A Layer

The chatbot receives user messages from Twilio, passes them into the Python application, and then calls the C-TRADE APIs needed for each workflow.

Screens

Conversation Screenshots

Sample WhatsApp flows from the chatbot experience. Click any screenshot to view full size.

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C-TRADE Chatbot follow-up conversation state

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Outcome

Why This Matters

The value of the project is not just the chatbot UI. It is the system design that connects a familiar messaging channel to real trading infrastructure.

Lower Friction

Investors can access key trading flows from a channel they already use every day.

Live Integration

The Python layer turns chat intent into real API operations instead of static FAQ responses.

Guided Support

Oscar gives the product a smarter support surface without replacing the structured workflows.

C-TRADE Chatbot —Trading WorkflowsInside WhatsApp