MoneyWise

MoneyWise

Personal finance tool for budgeting and investment beginners with AI support

Overview

Perosnal project

Final product: Sales conversational AI, customer support conversational AI, dashboard

Content

Conversational AI for Sales

Stage 1: Present the product

Stage 2: Respond to hesitations and inactivity

Stage 3: Close the Sale

Conversational AI for Customer Support

Contextual Dialogues

Sales conversational AI

Adapting traditional sales journey to generative AI chatbot flows

1. Find potential customers

2. Discover prospects' needs

3. Connect with qualified leads

4. Present product or service

5. Respond to objections

6. Close the sale

1. Find potential customers

2. Discover prospects' needs

3. Connect with qualified leads

4. Present product or service

5. Respond to objections hesitations/inactivity

6. Close the sale

➡️ Stage 1: Present the product

Start with suggestions and CTAs to allow users initiate conversation easily

➡️ Stage 2: Respond to hesitations and inactivity

➡️ Stage 3: Close the sale

Customer support conversational AI

Contextual Dialogue Openings