> For the complete documentation index, see [llms.txt](https://docs.brokvix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.brokvix.com/readme.md).

# Brokvix Docs

Choose the area that matches what you need to do. The same product serves different people, so client instructions, broker-team procedures, and integration contracts are kept separate.

| I need to…                                                                                                           | Go to                                                                                 |
| -------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------- |
| Manage clients, leads, finance, risk, compliance, marketing, or support for a broker.                                | [Admin Portal — broker teams](/crm-admin/broker-teams.md)                             |
| Configure tenants, brands, permissions, or approval workflows as an authorized technology or platform administrator. | [Admin Portal — tenant and brand configuration](/crm-admin/platform-configuration.md) |
| Register with a broker, verify my account, deposit or withdraw, trade, or contact support.                           | [Client Portal](/crm-client.md)                                                       |
| Integrate software with an approved client API contract.                                                             | [REST API reference](/rest-api.md)                                                    |

Screens and available actions vary by broker, brand, account, and granted permissions. The REST API reference is separate from user guides; an endpoint is not a supported external integration contract simply because a portal calls it.


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# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.brokvix.com/readme.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `build a script that syncs our docs to a CMS` lets GitBook tailor the answer to that use case.

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.