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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.
Projektin tunnus (ID): 40293692
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144 freelancerit tarjoavat keskimäärin $4 280 USD tätä projektia

Hi, I can build exactly the type of knowledge based AI assistant you described using a RAG architecture. I recently built an AI chatbot system called GenAI Axrail, designed to answer domain specific questions using curated knowledge sources rather than acting as a generic chatbot. The system retrieves context from structured documents and generates accurate responses based on that knowledge. For your project I can implement: • AI chat engine powered by LLM • RAG pipeline using your book and financial resources • Vector database for semantic search • Embeddable chat widget for your Wix site • Trial question limits and access code unlock system • Anonymous question logging and analytics • REST API architecture for scalability Tech stack I typically use for this type of system: Python, LangChain / LlamaIndex, OpenAI or open-source LLMs, vector databases (Pinecone / Weaviate / FAISS), and REST APIs. Happy to walk through the architecture and timeline with you. Best, Yuda
$5 000 USD 20 päivässä
7,9
7,9

⭐⭐⭐⭐⭐ Build a Smart Financial Assistant: Money Coach Max ❇️ Hi My Friend, I hope you are doing well. I've reviewed your project details and see you are looking for a developer to create a focused AI assistant. Look no further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for AI chat assistants. I will build Money Coach Max to provide users with financial guidance based on your book and curated resources. I’ll use efficient methods like RAG systems to ensure Max delivers accurate answers while staying within your budget. ➡️ Why Me? I can easily build your AI assistant as I have 5 years of experience in developing chatbots and AI systems. My expertise includes RAG systems, API integration, and user interface design. Besides, I have a strong grip on other relevant technologies, ensuring a comprehensive approach to your project. ➡️ 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 Development ✅ RAG Systems ✅ API Integration ✅ Chatbot Design ✅ User Interface Design ✅ JavaScript ✅ Python ✅ Database Management ✅ Wix Development ✅ User Authentication ✅ Data Security ✅ Financial Education Tools Waiting for your response! Best Regards, Zohaib
$3 400 USD 2 päivässä
7,8
7,8

I have over a decade of experience in web and mobile development, with a strong background in AI and chatbot systems. I understand the need for a focused AI assistant like Money Coach Max that can provide personalized financial guidance based on curated materials from your book. In the past, I have successfully developed AI chat assistants for various industries, including fintech, that have delivered exceptional results. My expertise aligns perfectly with the requirements of this project, especially with my experience working with RAG systems and AI APIs like OpenAI. I am confident that I can build a seamless AI chat assistant that meets your needs and exceeds your expectations. By leveraging my expertise in AI development and integrating it with your book content, we can create a valuable tool for your readers and potential customers. If you are ready to take the next step in developing Money Coach Max, I am here to discuss the project further and provide you with a tailored solution that fits your budget and timeline. Let's work together to bring your vision to life.
$4 000 USD 45 päivässä
6,5
6,5

Hi, This is Elias from Miami. I understand the goal is to build a focused AI assistant that answers household finance questions using your book and curated resources, not a generic chatbot. The key objective is a clean V1 system where responses are grounded in your materials through a reliable RAG setup, while keeping the product simple enough to launch quickly and expand later. My approach would be to implement a lightweight RAG pipeline: documents are chunked, embedded, and stored in a vector database. When a user asks a question, the system retrieves the most relevant passages and sends them to the LLM with guardrails so Max responds in an educational coaching tone while avoiding investment or legal advice. I would also deliver an embeddable chat widget compatible with Wix, including first-name greeting, the 3-question trial logic via cookies/IP, and the access-code unlock flow for book buyers. I’ve built AI chat assistants and retrieval systems using OpenAI APIs, embeddings, and vector databases where answer accuracy and maintainability are critical. My focus is always on clean architecture that can support future versions without rebuilding the system. Q1: In what format will the book and financial materials be provided (PDF, DOCX, or raw text)? Q2: Do you have a preferred hosting stack for the backend service? Q3: Should the chat remember context across the three trial questions or treat each question separately? Regards.
$4 000 USD 7 päivässä
6,7
6,7

Hello, I recently delivered a RAG-based AI assistant a few days ago, so I’m very familiar with building knowledge-grounded chat systems similar to what you need for Money Coach Max. Link https://www.freelancer.com/projects/php/Sharepoint-RAG-SQL-GPT-agent?frm=ludiac&sb=t For this project, I would implement a Retrieval-Augmented Generation system using the OpenAI API, where your book and curated financial resources are chunked, embedded, and stored in a vector database such as Pinecone or PostgreSQL with pgvector. This ensures Max generates responses grounded in your material rather than generic answers. I will also deliver an embeddable chat widget for Wix, including the 3-question trial mode, purchase verification flow, and anonymous question logging. I can complete a clean Version 1 MVP within 2–3 weeks and would be happy to expand it for future versions. Thanks.
$4 000 USD 21 päivässä
6,7
6,7

Hi there, I’m excited about the opportunity to create Money Coach Max, your focused AI assistant for financial guidance. As a top freelancer from California with a strong track record on this platform and numerous 5-star reviews, I am confident in my ability to develop a clean, Version 1 chatbot that beautifully integrates with your Wix site. My experience with RAG systems makes me an excellent fit for this project, ensuring Max uses your book and curated resources effectively to provide users with precise and friendly financial advice. My approach will include implementing a robust retrieval-based system, incorporating document chunking and a vector database, ensuring users receive insightful responses to their questions. I will complete the project within the 2-3 week timeframe you prefer and will propose any simplified architectures that maintain quality while potentially reducing costs. What specific financial topics or questions do you envision users asking Money Coach Max? Thanks,
$4 885 USD 5 päivässä
6,2
6,2

I am excited about the unique opportunity your project presents, pairing a client's book with an AI chatbot for a highly focused and impactful solution. As an experienced developer, I understand that delivering on your vision entails leveraging reliable technologies like OpenAI and RAG systems, which I am well-versed with for content-driven projects. My decade of experience has taught me to implement scalable, customized solutions aligned to my clients' business goals, and this aligns with your vision of starting with a clean Version 1 launch and expanding over time. My team at Web Crest has extensive experience in developing AI-powered systems like chatbots, virtual assistants, and retrieval-based knowledge systems. Our expertise in Python gives us the ability to implement document chunking, embeddings, vector database management techniques effectively, which will be vital for curating knowledge-based answers from your book and financial education materials. Additionally, we are skilled in Web development using platforms like Wix, so creating an embedded chat module for your site won't be an issue.
$3 000 USD 7 päivässä
6,5
6,5

Hello, I have carefully reviewed your requirement for developing Money Coach Max — a focused AI assistant using a Retrieval-Augmented Generation (RAG) architecture. With 10+ years of experience in AI integrations, Python backend development, OpenAI API systems, and knowledge-based assistants, I can build a clean Version 1 MVP within the 2–3 week timeline that is scalable for future versions 2.0 and 3.0. For this project, I will implement a RAG-based AI system using OpenAI models combined with document chunking, embeddings, and a vector database (such as Pinecone, Weaviate, or FAISS) so the assistant answers questions using your book manuscript and curated financial education materials. This ensures responses remain educational, context-aware, and aligned with your financial guidance scope while avoiding investment or legal advice. I will develop an embeddable chat interface compatible with Wix, including user message bubbles, Max response bubbles, input field, and enter-to-send functionality. The system will include first-name greeting, three-question trial mode using cookies/IP rate limiting, and a lightweight book-owner unlock system with verification form, randomized access code distribution, and session-based unlimited access. Additionally, I will implement anonymous question logging with AI topic categorization and timestamps, enabling insights such as frequently asked financial concerns. I WILL PROVIDE 2 YEAR FREE ONGING SUPPORT AND COMPLETE SOURC CODE, Thanks.
$3 000 USD 7 päivässä
6,2
6,2

Hello, I’m excited about the opportunity to build **Money Coach Max** as a focused AI assistant powered by a clean RAG architecture. With experience developing AI chat assistants and retrieval systems, I can implement a lightweight stack using Python, OpenAI APIs, document chunking with embeddings, and a vector database to ensure Max answers questions directly from your book and curated financial materials. I will also develop the embeddable chat component for Wix, including the first-name greeting flow, three-question trial limit using cookies/IP controls, the purchase verification form with access code unlocking, and anonymous question logging for insights. The system will be designed as a scalable MVP so Version 1 launches cleanly while leaving a strong architecture foundation for future expansions in versions 2.0 and 3.0. Best regards, Juan.
$3 000 USD 7 päivässä
5,8
5,8

Hello Sir, Have you considered how a tailored AI assistant could transform user engagement with your book? We specialize in creating focused AI chatbots that utilize Retrieval Augmented Generation to deliver personalized financial guidance, ensuring users receive relevant information from your curated materials. Let's discuss how we can bring Money Coach Max to life and enhance the reader's experience. Best, Smith
$4 000 USD 7 päivässä
5,7
5,7

As an accomplished full-stack developer with a keen interest in AI chatbot development, I am confident that I bring the perfect blend of technical expertise and business acumen to your project. My experience spans across a range of technologies including Python, OpenAI (GPT) and LangChain, which are all essential to your project's success. Delving deep into your project description, I notice the knitty-gritty details you've put forth that require not just any AI chatbot developer: you need someone skilled in RAG Systems with the ability to implement knowledge retrieval systems using document chunking, embeddings, and vector databases. Given our aligned values of cost-effective delivery and long-term vision, your project truly resonates with me. It will be my utmost pleasure to collaborate with you in creating an all-encompassing user experience where your book readers gain unique value right at their fingertips through Money Coach Max. Rest assured that under my watchful eye, we will meet all requirements seamlessly within the specified timeline and budget, providing a clean Version1 launch that sets you up for future growth. Let’s plan together for that ideal 3.0 version!!! Thank you!!!!
$4 000 USD 25 päivässä
5,3
5,3

Building focused AI assistants with RAG pipelines and embeddable chat interfaces is exactly the type of system I’ve implemented for knowledge-based products. A lightweight, book-powered assistant like Money Coach Max is a perfect fit for a clean Version 1 architecture. I’ve built RAG chat systems that combine curated documents, embeddings, and vector databases to ensure responses come from trusted knowledge sources rather than generic AI output. Systems like this typically use document chunking, embedding generation, and semantic retrieval before sending context to the LLM. My approach would be to implement a Python backend with a RAG pipeline using embeddings stored in a vector database. Your book manuscript and financial education materials would be processed into indexed knowledge chunks so the assistant can retrieve relevant context before generating responses through the OpenAI API. This ensures Max stays aligned with your educational material and avoids unsupported advice. All questions will be logged anonymously for insight reporting so you can analyze the most common financial topics users ask about. Timeline: 3 weeks Budget: $4,200 Best Alex
$4 000 USD 20 päivässä
5,4
5,4

Hi, I can help you with this. I am a developer with extensive experience with automations and integrations. I've helped clients with similar projects. Let me know your interest, Sincerely, Nicolas
$4 000 USD 7 päivässä
5,3
5,3

Hello, I can build Money Coach Max, a lightweight, focused AI assistant using OpenAI with a RAG knowledge system referencing your book and curated financial materials. Max will greet users by first name, enforce a three-question trial via cookies/IP limits, and provide educational guidance on household money management in a friendly coaching tone—avoiding investment, tax, or legal advice. The embeddable chat interface will include user and AI bubbles, a text input field, and send functionality, fully integrable on a Wix page. Book buyers can unlock unlimited access through a simple verification form with randomized access codes. All questions will be logged anonymously for insights. I will provide a fully documented, modular MVP ready for Version 1 launch, with optional expansion for future versions. Thanks, Asif
$5 000 USD 11 päivässä
5,4
5,4

Interesting project, I will build Money Coach Max as a RAG-powered assistant using OpenAI with document chunking and vector embeddings for your book and knowledge library. The build will include the embeddable Wix chat widget, three-question trial mode, book-owner verification with access code unlock, and anonymous question logging with topic tagging. For the RAG layer, I will use metadata filters per source so Max can indicate whether an answer came from the book or supplementary materials. This adds credibility and drives readers back to the book content. Questions: 1) Are the book manuscript and financial documents ready in digital text, or will extraction be needed? 2) Should verification form submissions notify you by email for review? 3) Do you have backend hosting in mind? Looking forward to your response. Best regards, Kamran
$5 000 USD 20 päivässä
5,5
5,5

Hello! I have gone through with your requirement and understand that you want to build Money Coach Max, a focused AI assistant that answers household financial questions using a curated knowledge base from your book and supporting resources. I have experience building RAG (Retrieval Augmented Generation) systems, and for this project I would implement a lightweight architecture using OpenAI API + document embeddings + a vector database (such as Pinecone, Supabase, or FAISS). Your book manuscript and financial education documents will be processed through document chunking and embeddings so Max can retrieve the most relevant knowledge before generating responses. The system will include an embeddable chat interface that can be placed directly on your Wix page, with user and assistant message bubbles, input field, and simple controls. Before chat begins, the user will enter their first name and Max will greet them personally. I will implement the three-question trial mode using cookies and light IP rate limiting, followed by the book-owner unlock system with a verification form and predefined access codes. Questions will also be logged anonymously with topic categorization for reporting insights. The result will be a clean Version 1 MVP designed to launch quickly and expand easily for future versions. I would be happy to discuss the architecture and start planning the implementation. Best regards, Jasmin
$4 000 USD 7 päivässä
4,8
4,8

Hi there, I’ve reviewed your project and understand you want to build Money Coach Max, a focused AI assistant that provides educational financial guidance using a curated knowledge base from your book and supporting resources. The goal is a clean Version 1 system with RAG capabilities, an embeddable chat interface for Wix, and a lightweight verification system that unlocks unlimited access for book buyers. I have experience building AI assistants powered by OpenAI with Retrieval Augmented Generation architectures using document chunking, embeddings, and vector databases such as Pinecone or Supabase. I can structure the knowledge base so Max retrieves relevant passages from your book and financial education materials before generating responses, ensuring answers stay grounded in your curated content while maintaining the friendly coaching tone you described. The system will include a simple embeddable chat widget compatible with Wix that supports user greeting, a three question trial limit using cookies and IP checks, and a verification workflow where book buyers submit proof of purchase and receive randomized access codes that unlock unlimited usage. I will also implement anonymous question logging with topic classification and timestamps so you can analyze the most common financial questions users ask. Best regards, Muhammad Adil Portfolio: https://www.freelancer.com/u/webmasters486
$4 200 USD 14 päivässä
4,9
4,9

Hi, I noticed you’re sticking with Wix for the launch. That’s a smart choice for speed, but many AI projects on Wix fail because they use 'brittle' iFrames that can’t access user context. My approach is to build Money Coach Max as a Cloud-Native API on Azure. This means: - Zero-Lag Wix Integration: We use a Custom Element that 'floats' on your Wix site, feeling like a native part of the page rather than a stuck-on widget. - Context-Aware Coaching: Max will know which section of the site the user is on, allowing him to say, 'I see you're looking at the Budgeting section—here is a tip from Chapter 4.' Future-Proofing: If you decide to move to a dedicated PWA for v2.0, your AI 'Brain' stays exactly where it is. We just point the new site to the existing Azure engine. If you are interested, I'm happy to discuss further! Regards, Nguyen
$4 500 USD 15 päivässä
5,1
5,1

AI Chatbot Developer (OpenAI + RAG) – Embeddable AI Assistant for Book Companion Tool I’m a full-stack software engineer with expertise in React, Node.js, Python, and cloud architectures, delivering scalable web and mobile applications that are secure, performant, and visually refined. I also specialize in AI integrations, chatbots, and workflow automations using OpenAI, LangChain, Pinecone, n8n, and Zapier, helping businesses build intelligent, future-ready solutions. I focus on creating clean, maintainable code that bridges backend logic with elegant frontend experiences. I’d love to help bring your project to life with a solution that works beautifully and thinks smartly. To review my samples and achievements, please visit:https://www.freelancer.com/u/GameOfWords Let’s bring your vision to life—connect with me today, and I’ll deliver a solution that works flawlessly and exceeds expectations.
$35 000 USD 2 päivässä
4,7
4,7

Hi, I’m Karthik, an AI & Full-Stack Architect with 15+ years of experience building AI assistants, RAG systems, and knowledge-based chat platforms. I’ve implemented multiple OpenAI-powered assistants using embeddings, vector databases, and retrieval pipelines, which aligns well with the Money Coach Max concept. For your V1 launch, I can build a clean, lightweight RAG-based AI assistant that: • Uses OpenAI API + embeddings + vector DB for accurate responses from your book and curated finance resources • Implements document chunking, semantic retrieval, and context injection for reliable answers • Provides an embeddable chat widget that works smoothly inside Wix pages • Includes first-name greeting, 3-question trial mode (cookie/IP limit), and book-owner unlock with access codes • Adds verification form, question logging, and topic tagging for insights The system will be designed as a scalable microservice (Node/Python + vector DB such as Pinecone/FAISS) so you can easily expand into Version 2.0 and 3.0 later. I focus on clean architecture, fast response times, and safe guardrails so Max provides educational financial guidance without restricted advice. I can deliver a production-ready V1 in ~2–3 weeks, including documentation and deployment. Best regards, Karthik 15+ yrs | AI Assistants | OpenAI | RAG Systems | Full-Stack Development
$4 900 USD 7 päivässä
5,0
5,0

Jenkintown, United States
Liittynyt maalisk. 11, 2026
$250-750 USD
£50-69 GBP/ tunnissa
$250-750 USD
$10-30 USD
₹600-1500 INR
$10-30 USD
$8-15 USD/ tunnissa
$250-750 USD
$30-250 USD
$10-30 USD
$30-150 USD
$20-50 USD
€250-750 EUR
$15-25 USD/ tunnissa
$30-250 USD
€250-750 EUR
$15-25 USD/ tunnissa
₹600-1500 INR
$12-30 SGD
₹750-1250 INR/ tunnissa