FinnSavvy Guide BOT

#cozechallenge #devchallenge #ai #machinelearning

This is a submission for the Coze AI Bot Challenge: Bot Innovator.

What I Built

The bot, FinSavvy Guide, is tailored to provide personalized financial advice and guidance to users seeking assistance with budgeting, saving, investing, and managing their finances more effectively. It caters to individuals who want expert insights and recommendations to help them navigate their financial journey with confidence. FinSavvy Guide solves the problem of uncertainty and lack of expertise in financial decision-making by offering tailored advice based on users' goals, risk tolerance, and spending habits

Demo

Your Configuration

Journey

I attempted to integrate a personal plugin utilizing the Finnhub API but encountered limitations due to the free tier not providing the desired results. Consequently, I switched to Coze store plugins, giving priority to the utilization of Yahoo Finance for more accurate and specific data. Additionally, I personalized the plugin by incorporating unique prompts and variables, enhancing its specificity and relevance to the user's financial needs.

Hands-on debugging session: instrument, monitor, and fix

Join Lazar for a hands-on session where you’ll build it, break it, debug it, and fix it. You’ll set up Sentry, track errors, use Session Replay and Tracing, and leverage some good ol’ AI to find and fix issues fast.

RSVP here →