Documentation
Platform Guide
Everything you need to know about using The Trade Talk platform — from account setup to managing campaigns at scale.
Table of Contents
1. Getting Started
Creating Your Account
Sign up at thetradetalk.com and choose your account type during onboarding. Business accounts can create organizations, manage teams, and discover influencers. Influencer accounts can set up service catalogs and receive orders.
Setting Up Your Organization
After signing up as a business, create your first organization. Add team members using invite codes, set up your brand kit, and configure your organization profile.
Discovering Influencers
Use the Influencer Directory to browse creators by category, platform, engagement rate, and follower count. Add influencers to projects and initiate orders directly from their profiles.
2. Managing Projects
Creating a Project
Navigate to Projects and click "New Project". Define the project name, budget, timeline, and assign team members. Projects can be linked to specific campaigns or ongoing partnerships.
Workflow Builder
Each project can have visual workflows built with our drag-and-drop workflow editor. Define stages like Briefing → Content Creation → Review → Publishing, assign human or AI agents to each node, and track execution in real-time.
Adding Influencers to Projects
Assign influencers to projects from the Influencer Directory. Track their status, agreed rates, and deliverables directly within the project view.
3. Orders & Payments
Creating an Order
Orders are the contract between a business and an influencer. Specify the title, deliverables, budget, platform, and deadline. Both parties must sign the contract before work begins.
Order Timeline
Orders follow a structured timeline: Proposal → Contract Signing → Payment → Content Delivery → Review → Completion. Each stage has clear actions for both parties.
Payment Processing
Businesses pay The Trade Talk through Razorpay. The platform applies the agreed fees and schedules creator payouts under the signed order and milestone terms. This is not an escrow service.
4. Platform Architecture
Real-Time Backend
The Trade Talk is powered by Convex, a real-time serverless backend. All data changes are instantly reflected across connected clients — no polling or manual refresh needed.
Authentication
Authentication and session identity are handled by WorkOS AuthKit. Sensitive Convex functions also enforce authenticated identity and resource-level authorization; see the public security evidence page for scope and assurance gaps.