Use case: Trading Desks

Give every counterparty chat a desk record

Amount, status, counterparty and settlement date sit beside the live Telegram conversation, across every account the desk runs, each on its own proxy and dedicated IP.

Counterparty conversations move quickly, but the operating context is scattered across chat history, spreadsheets and individual memory. Entergram puts the desk record beside the chat so the next trader can see what was agreed, what is waiting and who owns the next step.

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The operating loop

How Trading Desks run marketing, sales and service on Telegram

Capture

One inbox across every desk account
Connect each trader's account and see all flow in a single searchable, filterable table. No logging in and out.
Per-account proxy and dedicated IP
Accounts never share a fingerprint, which matters the moment a desk runs more than a handful of identities.
Private or shared, per account
A trader's relationship account can stay private to them while shared desk accounts open to the workspace.
Live search for new counterparties
Find people, groups and channels outside the workspace by name or username, labelled local or global.

Convert

Deal fields on the chat
Deal size as a number, status as a multiselect, counterparty as text, settlement as a date. Filter the inbox on any of them.
SLA tickets for deadline work
Time-sensitive trades and requests become an owned queue with a deadline instead of an unread message.
Desk-only internal comments
Context the counterparty never sees, so handovers do not depend on one person's memory.
Slash-command templates
Repeated confirmations and quote formats sent without retyping, from the real account.

Retain

Timestamped activity log
Every field and status change recorded with an actor and a time, which is what a review actually needs.
Privacy controls on the contact book
Hide usernames and group member data, and block message editing or deletion, so a departure does not take the book with it.
Slack as a second record
Every chat a seat can access is relayed one way into a Slack channel, so a copy of the record sits outside Telegram.
CSV export for review and archival
Structured records leave the system in a form reconciliation and compliance processes can read.

Bring every counterparty thread into one place without changing how traders talk to them.
Turn a moving conversation into a record the desk can act on and review.
Keep the relationship and the record intact when people and shifts change.

How Entergram helps

See how Entergram works as a Telegram CRM

The challenge

A desk's real state lives in Telegram DMs spread across individual traders' accounts. Nobody outside the thread knows the size, the stage or the settlement date, and when a trader is away or leaves, the context leaves with them. Spreadsheets meant to fix this drift out of date within a day because updating them is work nobody does mid-negotiation.

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How Entergram helps

Entergram places the desk record beside the Telegram conversation instead of in a parallel system. Shared custom fields capture amount, status, counterparty and settlement date. SLA tickets turn time-sensitive work into an owned queue. Internal comments hold desk-only context the counterparty never sees, and the activity log records every field and status change with an actor and timestamp. Each account connects through its own proxy and dedicated IP, so running many identities does not mean sharing a fingerprint.

Capabilities

What Trading Desks actually use

Multi-account inbox · Custom columns · Tickets with SLA · Activity log and internal comments · MCP across every desk account · Response times per desk account

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Multi-account inboxEvery desk account in one filterable table. Narrow to a trader, a counterparty, a status or a settlement window without switching sessions.
Custom columnsText, number, date, multiselect and checkbox fields on any chat. Imported list columns become fields too, usable as filters and merge tags.
Tickets with SLATicket custom fields cover category, issue type and resolution. A Kanban view shows what is moving and what is stuck.
Activity log and internal commentsField and status changes recorded with actor and timestamp. Comments stay desk-side and never reach the counterparty.
MCP across every desk accountAn approved AI assistant can find chats still awaiting settlement, inspect the source conversation, populate fields and open tickets, across every account on the seat.
Response times per desk accountMessages sent and received, response times, and busiest hours and days for every connected account. A slow reply to a counterparty shows up in the numbers instead of in lost flow, and the raw data downloads when the review happens outside the dashboard.

Setup

How it works

Connect the desk accounts · Define the deal fields · Open tickets for deadline-bound work · Add private handover notes · Review and export

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01 Connect the desk accounts

Each trader connects their own accounts. Choose per account whether it is shared with the workspace or private to them.

02 Define the deal fields

Set up status, amount, counterparty and settlement date as custom columns so every chat carries the same shape of record.

03 Open tickets for deadline-bound work

Anything with a settlement or response deadline becomes a ticket with an owner and an SLA.

04 Add private handover notes

Internal comments capture what is agreed and what is waiting, invisible to the counterparty.

05 Review and export

Read the activity history for operational review, and export structured records when reconciliation needs them.

Integrations

Keep the rest of your stack in sync

Telegram stays the place the conversation happens, while the systems your team already uses stay up to date.

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The Entergram API (Pro): read deal fields such as amount, status and counterparty into the desk's own review or risk tooling.
CSV export: take the day's deal fields (amount, status, counterparty, settlement date) out of Entergram for end-of-day reconciliation.
Slack, as a one-way audit log: each seat relays every chat it can access into one Slack channel, so a copy of the desk's conversations sits outside Telegram.

FAQ

Questions from Trading Desks

Does the counterparty see anything different?

No. Entergram is a layer on top of Telegram, running on real personal accounts. The counterparty sees the same account and the same conversation as before.

Can traders keep some accounts private?

Yes. Sharing is a per-account choice. A relationship account can stay private to the trader who connected it while shared desk accounts are open to the workspace.

What stops a leaving trader taking the contact book?

Workspace privacy controls can hide usernames and group member information and prevent users from editing or deleting messages. The Slack connector keeps a second, separate copy of what came through.

Is there an audit trail?

Yes. The activity log records every field and status change with the actor and a timestamp, and records can be exported to CSV.

How many accounts can a desk run?

Five per seat are included on every plan, each with its own proxy and dedicated IP, and extra accounts are EUR 5 per month in the same seat. Workspaces hold many seats, so desks regularly run past 100 accounts in one inbox.

Can a desk head see how fast each trader answers counterparties?

Yes, per account, which maps to a trader when each trader connects their own accounts. Messaging analytics cover messages sent and received, response times, and busiest hours and days, and the raw data downloads for a desk review. Through the MCP, an AI assistant can compute first-reply coverage or compare accounts side by side from the underlying message events.