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Fluent in English please This project is for the development of a focused AI assistant, not a generic chatbot. The goal is to create a knowledge-based financial guidance assistant that answers questions using curated materials from a book and supporting financial education resources. Please read the full project description carefully before applying. Proposals that clearly demonstrate experience with RAG (Retrieval Augmented Generation) systems and AI chat assistants will receive priority review. Project Overview I have just published my first book on Amazon and will serve as one of the primary knowledge sources used by the AI assistant. I have not applied any marketing for the book at this point as I am waiting for the completion of this project. The project is intentionally focused and lightweight — the goal is a clean Version 1 launch that can expand later a 2.0 version and finally at 3.0 version based on a number of market factors. As a companion tool for the book, I want to build a simple AI assistant called Money Coach Max. Max will allow users to ask questions about household money management and receive educational responses based on curated financial knowledge. Max will have a dedicated page on the book website that is under construction now. The website itself will be built on Wix, so I am looking for a developer to build the Max chatbot system and provide an embeddable chat interface that can be placed on a Wix page. Budget and Timeline Budget target: $3,000 – $5,000 depending on approach and experience Timeline: 2–3 weeks preferred Goal: clean Version 1 launch Developers may propose simplified architectures or improvements that reduce cost while maintaining quality. Core Features Required 1. AI Chat Assistant Develop an AI-powered assistant called Money Coach Max. The assistant should: • Answer questions about family financial management • Use a friendly coaching tone • Provide educational financial guidance only • Avoid giving investment, tax, or legal advice The assistant should connect to an AI API such as OpenAI. 2. Knowledge Base (RAG System) Max will answer questions using a curated knowledge library. We will provide: • text from the book • curated household finance educational documents The developer should implement a retrieval-based knowledge system so that Max references these materials when generating answers. Preferred approach includes: • document chunking • embeddings • vector database Alternative implementations are welcome. 3. Embeddable Chat Interface The developer should provide a chat interface that can be embedded into a Wix page. The developer will build the functional chat component only. The overall page design and layout will be created separately in Wix. The developer should provide a chat module that includes: • user message bubble • Max response bubble • text input field for user questions • send button or enter-to-send functionality This component should be delivered in a form that can be embedded or inserted into a Wix page. The visual styling of the page and surrounding layout will be handled separately. 4. First Name Greeting Before the chat begins, the user will be asked: “What’s your first name?” Max will greet the user by name. Example: Hi Sarah, I’m Max. Ask me up to three questions about managing money and I’ll do my best to help. No account creation required. 5. Three Question Trial Mode Visitors to the website will be able to ask up to three questions as a trial experience. This trial allows potential readers to experience Max before purchasing the book. After the third response, Max will display a message such as: I hope this helped. Readers of the book receive unlimited access to Max. The question limit should be enforced using: • browser cookies • basic IP rate limiting 6. Access to 24/7 Max Book buyers will receive 24/7 unlimited access to Max. The Version 1 system needs to include a book access code verification. The system should allow book owners to unlock unlimited access to Max. The system should include a simple verification tool that allows book buyers to unlock unlimited access to Money Coach Max. Users will submit proof of purchase through a form that collects: • first name • email address • Amazon order number Optional: upload screenshot of purchase receipt. Once submitted, the system should display a randomly selected access code from a predefined list of approximately 10 codes provided by the client. Users can then enter this code on the Max page to unlock unlimited access. The system should store the verification submission and allow the user to continue using Max without repeating the verification during the same session. The goal is a simple and lightweight verification process without building a full account system. Generate 10–20 different codes like: STORM2026 MAX2026 JOEPLAN SAFESEAS SMARTMONEY That way if one code leaks online, you can disable it later. System Overview (Money Coach Max) The following diagram illustrates the expected architecture and user flow for Version 1 of Money Coach Max. The goal is a clean Version 1 MVP with minimal complexity that can be expanded later. Max User Flow User visits Max page │ ▼ Enter First Name │ ▼ Max Chat Interface (User question bubble / Max response bubble / input field) │ ▼ AI Response Engine (OpenAI API) │ ▼ Knowledge Base (RAG System) ├─ Book Manuscript └─ Financial Knowledge Library │ ▼ Max Response Returned to User Trial Mode Visitors may ask up to three questions to experience Max. User asks question │ ▼ AI generates response │ ▼ Question counter increases │ ▼ After question #3 → trial limit reached Max then displays a message explaining that unlimited access is available to book buyers. Book Owner Unlock Flow After the trial limit is reached, users will see two options: Buy the Book on Amazon Unlock Max (Book Owners) If the user selects Unlock Max, they will be shown a simple verification form. The form should collect: • First Name • Email Address • Amazon Order Number • Optional screenshot upload of receipt After submission, the system should issue one of several predefined access codes (provided by the client). The user can then enter this code to unlock unlimited access to Max. Question Logging Each question asked to Max should be stored anonymously for insight reporting. Data stored: • Question text • Topic category (AI-generated) • Timestamp This data will be used to generate insights such as: “Top financial concerns households are asking about right now.” Scope Clarification The developer is responsible for building: • AI chat engine • RAG knowledge system • embeddable chat component • trial question limit • verification form and access code unlock system • anonymous question logging The client will handle: • website design (Wix) • page layout and styling • marketing copy • Max character branding NOTE: It is our assumption that with successful execution of this project, we fully expect to build versions 2.0 & 3.0 working the same developer.
Mã dự án: 40295129
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95 freelancer chào giá trung bình £27 GBP/giờ cho công việc này

⭐⭐⭐⭐⭐ Create a Smart AI Assistant for Financial Guidance - Money Coach Max ❇️ Hi My Friend, I hope you're doing well. I reviewed your project details and see you're looking for a focused AI assistant for financial guidance. You don't need to look any further; Zohaib is here to help you! My team has completed 50+ similar projects for AI chat assistants. I will create the Money Coach Max system to provide users with tailored financial advice based on curated materials, ensuring a clean and efficient launch. ➡️ Why Me? I can easily build your AI assistant as I have 5 years of experience in developing chatbots and knowledge-based systems. My expertise includes AI integration, user interface design, and database management. Additionally, I have a strong grip on RAG systems, ensuring Max will effectively provide answers using your book and other resources. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. Looking forward to discussing this with you in chat. ➡️ Skills & Experience: ✅ AI Chatbot Development ✅ RAG System Implementation ✅ User Interface Design ✅ Database Management ✅ API Integration ✅ HTML/CSS ✅ JavaScript ✅ Wix Development ✅ User Experience Design ✅ Data Security ✅ Financial Education Content ✅ Responsive Design Waiting for your response! Best Regards, Zohaib
£22 GBP trong 40 ngày
7,9
7,9

I have over 10 years of experience in web and mobile development, specializing in AI chatbot development using technologies like OpenAI and RAG systems. I understand your need for a focused AI assistant that provides financial guidance based on curated materials from your book. Money Coach Max will be a valuable asset to your book companion tool, offering users educational responses on household money management. In the past, I have successfully delivered projects in the fintech domain, including building AI-powered solutions for financial education. My expertise in building knowledge-based systems aligns perfectly with your project requirements. I am excited about the opportunity to work on the development of Money Coach Max for your book website on Wix. With my background in AI chat assistant development and knowledge base implementation, I am confident in my ability to create a seamless and user-friendly experience for your audience. I am ready to bring my experience and skills to your project to help you achieve a successful Version 1 launch. If you are interested in discussing the project further, please feel free to reach out to me. Let's work together to bring Money Coach Max to life and enhance the financial education experience for your readers.
£28,80 GBP trong 15 ngày
6,5
6,5

Hello, I am very interested in developing Money Coach Max, your focused AI financial guidance assistant. I have experience building RAG-based AI chat systems that reference curated documents and books, and integrating them into web platforms with embeddable chat interfaces. I can implement the trial mode, first-name greeting, access code verification for book owners, and anonymous question logging as outlined. I am confident in delivering a clean Version 1 MVP that is scalable for future 2.0 and 3.0 updates. I would be happy to discuss the timeline, technical approach, and your preferred AI API setup to ensure Max meets your goals within your 2–3 week target. Best Regards, Arzoo Farooq
£27 GBP trong 40 ngày
6,4
6,4

⭐⭐⭐⭐⭐ CnELIndia and Raman Ladhani can design and implement the Money Coach Max AI assistant using Python and OpenAI API, ensuring responses are educational, friendly, and focused on household financial guidance. We will develop a RAG-based knowledge system integrating the book manuscript and curated financial documents, including document chunking, embeddings, and a vector database for accurate retrieval. Build a lightweight, embeddable chat interface compatible with Wix, featuring user message bubbles, Max response bubbles, text input, and send functionality. Implement first-name greetings and a three-question trial mode with browser cookie/IP tracking to enforce limits. Create a simple book verification form with access code distribution for unlimited access, storing submissions for session continuity. Enable anonymous question logging with timestamps and topic categorization to generate insights on user queries. Optimize for a clean Version 1 MVP launch within the 2–3 week timeline and $3,000–$5,000 budget, providing a scalable foundation for future versions.
£27 GBP trong 40 ngày
5,4
5,4

Your RAG system will fail if you chunk the book content without preserving financial context across sections. A user asking "How do I build an emergency fund?" needs Max to pull from Chapter 3 AND Chapter 7 simultaneously, but naive chunking will break those connections and produce incomplete answers. Before architecting this, I need clarity on two things: First, does your book follow a sequential framework (like Dave Ramsey's Baby Steps) or is it modular advice? This determines whether I use hierarchical chunking or semantic clustering. Second, what's your expected traffic in month one - 100 users or 10,000? This changes whether I deploy on Vercel's free tier or provision a dedicated vector database. Here's the architectural approach: - OPENAI GPT-4 + FUNCTION CALLING: Implement a RAG pipeline using LangChain with custom prompt engineering to maintain Max's coaching tone while citing specific book sections, preventing generic financial advice that contradicts your content. - PINECONE OR CHROMA VECTOR DB: Store book embeddings with metadata tags (chapter, topic, difficulty level) so Max retrieves contextually relevant passages instead of just keyword matches, improving answer accuracy by 60%. - PYTHON FASTAPI BACKEND: Build a REST API with Redis caching to handle repeat questions without burning OpenAI tokens, plus JWT-based access code validation for book buyers versus trial users. - WIX EMBED VIA IFRAME: Deliver a responsive React chat widget hosted on Vercel that Wix loads through an iframe element, with postMessage communication to track the 3-question limit using localStorage plus server-side IP fingerprinting. - COOKIE + IP RATE LIMITING: Combine browser fingerprinting with Cloudflare rate limiting to prevent trial abuse while allowing legitimate users to ask questions from different devices after purchase. I've built 4 RAG-based assistants for educational content, including one for a CPA firm that reduced client support tickets by 40%. The critical mistake most developers make is treating books like documentation - your content has narrative flow that standard chunking destroys. Let's schedule a 20-minute call to review your book structure and finalize the chunking strategy before I start development. I don't build RAG systems without understanding the source material first.
£25 GBP trong 30 ngày
5,4
5,4

As a seasoned AI developer with over 16 years' experience, I'm thrilled to offer my expertise for the realization of your Money Coach Max project. My proficiency in Machine Learning and Python aligns perfectly with the requirements of this project, especially since you're seeking an individual who has demonstrable familiarity with Retrieval Augmented Generation (RAG) systems and AI chat assistants, like myself. With over 500 K Euro in earnings on Freelancer, I boast a portfolio that showcases complex and versatile projects similar to yours. Your desired Version 1 launch, which is both focused and lightweight, mirrors my approach to providing efficient yet high-quality solutions. Equipping the Money Coach Max with a retrieval-based knowledge system, leveraging book content as well as curated financial materials would be my priority. This implementation will ensure that Max answers users' questions accurately and with educative value, without crossing into investment, tax, or legal advice which is exactly what you need. My skills also extend to front-end development which especially suits your Wix-based website. I will deliver an aesthetically pleasing and functional chat module component that can be easily embedded on your Wix page
£36 GBP trong 40 ngày
5,0
5,0

Hello, Your project for Money Coach Max is well defined, and building a focused AI assistant using a RAG (Retrieval Augmented Generation) architecture is a strong approach for delivering reliable, knowledge-based responses from curated financial materials. For Version 1, I would implement a lightweight system where the assistant uses OpenAI for generation combined with a retrieval layer built from your book and financial education resources. Documents would be chunked, embedded, and stored in a vector database so Max can reference the most relevant sections when answering user questions. This keeps responses grounded in your material rather than behaving like a generic chatbot. The instructions about preserving educational tone and avoiding investment, tax, or legal advice will be enforced through system prompts and response filtering. The solution would include: • AI chat engine connected to OpenAI • RAG knowledge base using document chunking and embeddings • Embeddable chat widget for your Wix page • Three-question trial limit using cookies and basic rate control • Book-owner verification form with access-code unlock system • Anonymous question logging for insight analysis Quick question: do you already have the book manuscript and supporting documents in structured text or PDF format, or will they need preprocessing before building the knowledge base? Best regards Jasmin
£27 GBP trong 40 ngày
4,8
4,8

Hello, there! I can build Money Coach Max as a focused AI assistant with a clean V1 architecture that is simple to launch and easy to expand into future versions. My background includes building AI-enabled workflows, scalable backend systems, and full-stack applications using Python, FastAPI, React, AWS, and cloud-based automation. For this project, I can deliver a retrieval-based knowledge system using your book and curated finance materials, connect it to OpenAI, and provide an embeddable chat interface that works smoothly inside your Wix site. I understand this is not a generic chatbot. The assistant must stay grounded in your curated knowledge, maintain a friendly coaching tone, enforce the three-question trial, support book-buyer unlock codes, and log anonymous questions for insight reporting. I can build this cleanly with strong structure, clear documentation, and a practical path for Version 2.0 and 3.0. Best regards, Ian Brown
£36 GBP trong 40 ngày
4,6
4,6

As a seasoned developer with over 7 years of experience, I have accumulated a diverse skillset that includes Python, an indispensable language for Artificial Intelligence projects. I've successfully employed Python in developing sophisticated solutions akin to the knowledge-based financial guidance assistant you seek. Integrating cutting-edge technologies like OpenAI and RAG systems is something I'm accustomed to, therefore ensuring that 'Money Coach Max' could effectively explore the curated knowledge library from texts in your book and other educational documents. Moreover, given my vast experience in web development and proficiency in platforms like Wix, I can ensure a seamless integration of the chatbot system, facilitating potential readers with a fluid chat interface on your book's website. Not only will this enhance user experience but also provide the required Name Greeting, three-question trial mode, and access control for book owners as per your project requirements. The clean Version 1 launch is my priority just as it is yours. My history of meeting and surpassing clients' expectations is an embodiment of my dedication to quality and perfection. Your budget target and timeline are well within my expectations and capabilities and I am committed to delivering a superb product without compromising on cost or quality. Let us make 'Money Coach Max' a name synonymous with reliable financial guidance for households together. Excited to start on this project with you!
£18 GBP trong 40 ngày
6,2
6,2

As an experienced AI Chatbot Developer, I possess deep expertise in the areas crucial to the success of your project, including AI Development, AI Model Development, and particularly with OpenAI Python libraries. I'm intimately acquainted with Retrieval Augmented Generation (RAG) systems that you're looking for in Money Coach Max. This will enable me to provide your users with accurate and educational answers derived from your book and supporting finance education resources. My goal is to provide clean Version 1 launch for you that is not only within budget but also delivered with a tight timeline of 2-3 weeks. Additionally, my range of skills extends beyond just developing the Money Coach Max chatbot. As a full-service software and website design company, my team at Newrise Technosys Pvt Ltd can also assist in building your website on Wix and handling the overall page design. This seamless integration would ensure that the Money Coach Max chat component aligns perfectly with your site design and layout - providing optimal user experience. Lastly, I want to emphasize our dedication to value optimization without sacrificing quality. I have noted that depending on approaches and experiences, your budget ranges between $3,000 - $5,000. I intend to propose simplified but effective architectures or improvements where possible ensuring we stay within this budget framework while still delivering high-quality work. Let's have a quick chat
£27 GBP trong 40 ngày
4,3
4,3

Hi there, Your vision for Money Coach Max as a focused financial guidance assistant built on a RAG-based knowledge system is very clear, and I’d be excited to help bring this Version 1 launch to life. I have experience building AI assistants that combine OpenAI APIs with vector databases and document retrieval pipelines, allowing responses to stay grounded in curated materials such as books, guides, and educational resources. For this project, I would implement a clean RAG architecture with document chunking, embeddings, and a vector database so Max can reliably reference your book and financial education library when answering questions. I can also develop the embeddable chat interface for Wix, including the first-name greeting, three-question trial limit with cookie/IP checks, the purchase verification form with access-code unlocking, and anonymous question logging for insights. The system will be modular, lightweight, and ready to expand for Version 2.0 and 3.0, with clear deployment documentation and a structured codebase so your team can maintain or extend it easily. I’d be happy to discuss the best stack for the RAG pipeline and deliver a clean MVP within your timeline. Regards, Ahmad
£20 GBP trong 40 ngày
4,4
4,4

Hi there, I have gone through your requirements regarding the AI chatbot developer with OpenAI RAG for Money Coach Max. I have a good hand on working experience with RAG systems over 4 years. I built 7 embeddable AI assistants using OpenAI document chunking embeddings vector DB with 3-question trial cookies IP limiting book verification codes and anonymous question logging that integrate cleanly into Wix sites. I am confident in delivering high-quality chat interface RAG knowledge base and verification system in 14 days. Thanks Chirag
£28 GBP trong 40 ngày
4,4
4,4

Hello, I’m Fahad Ghouri. I specialize in building focused AI assistants powered by RAG (Retrieval Augmented Generation) systems, and your concept for Money Coach Max is a great use case. I understand the goal is not a generic chatbot but a knowledge-based financial guidance assistant grounded in your book and curated financial education materials. I can build a clean Version 1 MVP within the 2–3 week timeline, ensuring the system is lightweight, reliable, and ready to expand in future versions. The solution would include a RAG pipeline with document chunking, embeddings, and a vector database, connected to the OpenAI API so Max answers questions using your curated knowledge sources. I will also develop a lightweight embeddable chat widget compatible with Wix that includes user/assistant chat bubbles, a name greeting flow, and a smooth question interface. I’ll implement the 3-question trial system using cookies and IP limits, plus the book-owner unlock flow with a simple verification form and randomized access codes from your predefined list. Additionally, the system will include anonymous question logging with AI-generated topic tagging to provide insight into user concerns. The final build will be modular, documented, and easy to extend for Max 2.0 and 3.0 as your platform grows.
£25 GBP trong 40 ngày
4,4
4,4

I have successfully developed AI agents for social media management (Meta/Facebook), customer support, lead generation, and appointment booking—all powered by n8n and integrated seamlessly with existing business systems. My expertise lies in designing end-to-end automation workflows that combine n8n orchestration with advanced AI models such as OpenAI GPT-4, Claude,Vapi, LLaMA, and other state-of-the-art LLMs, enabling intelligent, context-aware, and scalable business solutions. Sure, I can handle your project on developing an AI Chatbot with OpenAI + RAG. I have already done a similar project on AI assistance Development. Kindly please connect in chat to discuss. I specialize in: • n8n Workflow Development: API integrations, webhook automation, multi-step workflows, and data transformations. • AI Agent Design: Conversational models, NLP/NLU pipelines, prompt engineering, and fine-tuning for domain-specific tasks. • Cross-Platform Integration: Social media APIs (Meta/Facebook, Instagram, LinkedIn), CRM systems, email marketing platforms, and custom backend systems. • Automation Infrastructure: Self-hosted n8n on Docker/VPS, cloud deployments, API authentication (OAuth, tokens), and data security best practices. • Advanced Use Cases: Intelligent lead qualification, AI-driven customer engagement, automated scheduling, and content generation pipelines. Whether it’s creating a fully automated sales funnel, AI-powered content research tool, or real-time customer support agent
£27 GBP trong 40 ngày
5,0
5,0

Hello, I have 8+ years of experience in AI development, Python, REST APIs, and intelligent chatbot systems, including RAG (Retrieval-Augmented Generation) architectures using OpenAI, vector databases, and embeddings. I can build Money Coach Max as a lightweight, scalable AI assistant integrated with your Wix site. Key Deliverables: AI chat assistant with friendly coaching tone using OpenAI API RAG knowledge system with document chunking, embeddings, and vector database Embeddable chat widget compatible with Wix pages 3-question trial system with cookie/IP limit Book purchase verification form with access-code unlock system Anonymous question logging with topic categorization Clean documentation and deployment guide Why hire me: proven AI chatbot expertise, scalable architecture design, and reliable delivery. Let’s collaborate to launch Money Coach Max Version 1 successfully. Best regards
£30 GBP trong 40 ngày
4,3
4,3

With over 7 years of experience in Full-Stack Development, I am confident that I'm your ideal choice for building a powerful, functional, and user-friendly AI chatbot that will not only leverage the OpenAI API but also incorporate your book's content and curated resources to offer personalized financial guidance to users. My expertise extends into building advanced AI models using Python and integrating them seamlessly into web applications with effective front-ends using React.js and Angular. I guarantee my counsel on simplified yet effective architectures that can help us meet all objectives while reducing costs. What further differentiates me is my experience developing embeddable components which Wix pages can utilize amicably. My understanding of Retrieval Augmented Generation (RAG) systems signifies I can successfully implement key features like document chunking, embeddings, and vector database to enable Max to impart high-value financial coaching. My meticulous approach ensures that I deliver clean and well-documented code, making it effortless for you or another developer to maintain or improve it in future iterations. You have my word: when you choose me, you're indeed opting for an end-to-end solution provider who will not only meet but exceed your expectations at every phase of your project.
£30 GBP trong 40 ngày
4,1
4,1

Nice to meet you , My name is Anthony Muñoz, I express my interest in working on your project after carefully reading the requirements and concluding that they match my area of knowledge and skills. I am currently the lead engineer for the IT agency DSPro and I have more than 10 years of experience in the field. I have successfully completed a large number of similar jobs and I consider your project to be a challenge in which I would like to work and be able to make it a reality. Please feel free to contact me, it will be my pleasure to help you. I greatly appreciate the time provided and I remain attentive to any questions or concerns. Greetings
£58 GBP trong 40 ngày
3,8
3,8

Hello, I am interested in your project, AI Chatbot Developer (OpenAI + RAG) project. I've successfully completed projects involving Python, Machine Learning (ML), REST API before. Happy to discuss the details whenever works for you.
£18 GBP trong 7 ngày
3,8
3,8

Hi, I’m Anil. I can build Money Coach Max as a focused RAG-based AI assistant with an embeddable chat widget for Wix, trial access control, book-buyer unlock flow, and clean anonymous question logging. My approach would be to keep Version 1 lightweight, reliable, and easy to expand into 2.0 and 3.0 later. I’ve worked on AI-backed platforms, knowledge assistants, workflow-driven SaaS products, and structured retrieval systems where the goal is not a generic chatbot, but a grounded assistant with controlled outputs. I’ve also recently developed VedAI, which is relevant here from an AI assistant and knowledge-driven interaction perspective. I shall also send you the demo of VedAI, I am unable to attach here in the proposal. Estimated completion: 8-10 days Best regards, Anil
£22 GBP trong 35 ngày
3,2
3,2

Technical Approach I will build Money Coach Max, a focused RAG-powered AI assistant that answers financial education questions using your book and curated materials. The system will use document chunking, embeddings, and a vector database to retrieve relevant context before generating responses through OpenAI, ensuring accurate and educational guidance. The assistant will be delivered as an embeddable chat module compatible with Wix. Core Modules • RAG knowledge system (document chunking, embeddings, vector DB) • AI chat engine using OpenAI API with coaching-style responses • Embeddable chat widget for Wix pages • 3-question trial system with cookie/IP rate limiting • Book verification form and access code unlock mechanism • Anonymous question logging with topic classification Regards, Afeska
£18 GBP trong 40 ngày
3,3
3,3

Jaipur, India
Thành viên từ thg 6 28, 2023
€250-750 EUR
₹1500-12500 INR
₹150000-250000 INR
₹12500-37500 INR
$30-250 USD
$10-30 USD
₹600-1500 INR
₹12500-37500 INR
$250-750 USD
₹12500-37500 INR
₹12500-37500 INR
$250-750 USD
£250-750 GBP
₹600-1500 INR
₹12500-37500 INR
₹1500-12500 INR
$15-25 USD/ giờ
$30-250 USD
₹100-400 INR/ giờ
$250-750 NZD