Conversational AI · Built for a client · 2023
Chatbot for a financial-advisory app
A chatbot for a financial advisory web app that answers visitors, serves members from their profile and collects planner data.
View in the worldWhat I did
- Scoped the chatbot into tracked work items and set the order of access requests.
- Found the chosen bot platform cannot authenticate members and raised it with the client.
- Set time budgets with an escalation rule for overruns.
Skills
Throw me a paper plane
Write a line; I’ll find it in my inbox.