Trade Agent Guide
How trade agents coordinate tasks, approvals, and communication between buyers and sellers.
Login Flow
Sign in at https://trade.baalvion.com/login. Trade agent accounts route automatically to /agent/dashboard. See Logging In & Role-Based Routing for details.
Task Management
The agent dashboard at trade.baalvion.com/agent/dashboard is organized around a task queue — the discrete pieces of work (approvals, checks, coordination steps) needed to move assigned trades forward. Tasks are grouped by trade so you can see the full context before acting on any single item.
Workflow Coordination
As a trade agent, you sit between the buyer and seller on trades you’re assigned to. Your job is to keep the trade moving — surfacing blockers, tracking outstanding steps, and making sure both parties have what they need at each stage. See How the Platform Works for how this fits into the overall trade lifecycle.
Approvals
Certain trade steps require explicit agent approval before the trade can proceed. Approval requests appear in your task queue and, depending on your organization’s notification settings, as a notification. See Notifications for how these alerts work.
Communication Flow
Agents communicate with both the buyer and the seller inside the trade’s messaging thread, so context stays attached to the order rather than scattered across separate conversations. See Messaging for more detail.
Operational Responsibilities
- Reviewing and clearing tasks in your queue in priority order.
- Approving or rejecting trade steps that require agent sign-off.
- Keeping both buyer and seller informed of status and blockers.
- Escalating trades that stall or run into disputes.
Common Mistakes
- Approving a step without reviewing the trade’s full messaging history first.
- Communicating with only one party when both need to be kept in the loop.