Seeking AI Developer: Internal Knowledge & CRM Chatbot (Self-Learning, Wealthbox Integration)
We are looking for an experienced AI developer to build a custom internal chatbot that allows our team to:✅ Retrieve company policies, workflows, FAQs, and procedures from internal documentation.✅ Sort through financial planning history in our CRM (Wealthbox) to answer questions about client interactions, past meetings, and notes.✅ Improve over time by self-learning – If the bot doesn’t know an answer, it should request input from an admin and store the new response automatically.✅ Work within Microsoft Teams – The chatbot should be integrated directly into Microsoft Teams for easy employee access.✅ Ensure cybersecurity compliance – The developer must coordinate with our cybersecurity team to align with security and compliance policies.The chatbot should provide secure access for employees only and be user-friendly for non-technical team members.To be considered, please provide:1️⃣ Examples of similar AI chatbots you’ve built.2️⃣ Your preferred tech stack for this project.3️⃣ A brief plan on how you would integrate Wealthbox CRM with the AI bot.4️⃣ A strategy for Microsoft Teams integration and compliance handling.5️⃣ Estimated cost & timeline.
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