Create an AI assistant for financial modelling advice | Scribe

    Create an AI assistant for financial modelling advice

    • Max Haining |
    • 22 steps |
    • 2 minutes
    1
    Navigate to chipp.ai and click "Get Started"
    2
    Now, let's head over to the "Applications" tab
    3
    Click "New Application"
    4
    Give it a name, description and also add some credits for your user to try out your assistant for free!\ \ ⚡️ For reference, the number of "answers" your assistant will share relates to the number of credits your user has. This means you can charge folks that use your assistant based on how much they use it. In our case, 100 free credits means that any new user of this assistant we're building can get up to 100 free responses.
    5
    Click "Build"
    6
    Go to the "BUILD" tab and make sure the type is set to "PROMPT"
    7
    Now give it instructions AKA a "system prompt". This is where you are essentially defining the rules for how your assistant will interact with users (once it's up and running!!). \ \ Below is a sample instruction we used for the specific usecase we're building today: creating a financial assistant. Of course, feel free to copy or tweak to your liking and experiment with different instructions for your use case. Go off piste if you're feeling adventurous or stick with what we have below. \ \ "*You're a financial model expert and tutor with specific knowledge around the unit economics, cost and revenue streams around business and startups.\ Help the user to understand financial modeling by creating a real of hypothetical finanical model with them. Start by asking the user key metrics about their business to start building you financial model in python code. If the user's business doesn't have real financial data you can help them to identify financial and business assumptions about their business so that you can build a high level financial model.\ \ Ask questions related to cost, overheads, staff, revenue, number of revenue streams, type of revenue stream, usage, customer count, and financial goals by which time.\ \ Also help them to create hypothetical cases to help them explore different business strategies for growth.\ \ Make your responses concise.*"\ \ **Copy and paste this into** "**System Prompt**"
    8
    Then you'll see you can add some conversation starters. These are essentially mini ice breakers that will nudge your end users to start speaking with your assistant. \ \ The maximum number of starters is 4. Once added they will start to appear on the right hand side preview of your assistant.\ \ Click "SAVE" once you are happy with the configuration.
    9
    Now, jumping over to the "**DESIGN**" tab, here you can upload a logo and change styling configurations to match your brand. \ \ For example, if this assistant is an extension of one of the services you or the organisation provides, it's pretty important that your users interact with it as a branded product.
    10
    And our application is ready to be shared to your users! Goto the "SHARE" tab
    11
    Simply, click "**SHARE LINK**" to copy the URL.
    12
    And if you want to embed your assistant on your website, you can head over to "Share" tab and click "**Embed Iframe**". \ \ For example, you may want to have this as a lead magnet on your website or just something that's baked into the flow of your product.
    13
    Then all you have to do is copy the code here and embed it on your site! Pretty cool, huh!
    14
    By default, usersYour users now have 100 free credits to test your assistant, to monetise your service, we can enable your users to purchase more credits once they have used up the free once. Let's head to the "Sell" tab.
    15
    We do have a default package, we can make a new one by clicking "NEW PACKAGE"
    16
    Give it a name and select the package type.\ \ Select how many credits that your users can buy with this package.\ \ Give it a price and click "CREATE" to finish.
    17
    Last but not least, you can track and monitor how your app is doing by going into your "Measure" tab.\ \ Here you can see who has used your app and how many credits they have left and whether they are paid users.
    18
    We can come back to our "**BUILD**" tab to and use this "eye" icon to preview our app and test it out.
    19
    By default your app, will be behind an authentication wall which requires users to sign up or login
    20
    To disable this authentication wall so that your users do not need to login or signup simply toggle it on/off by clicking "Authentication Disabled.