Build a Smart AI Assistant System for an Investment Education Platform

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Full Project | Fixed-Rate | Timeline: 30 Days (Max 60) We are seeking a highly skilled Full Stack AI Developer to design and implement a multi-layered AI support and analytics system for a rapidly growing investment education platform. This is a fixed-scope project with a firm deadline, focused on delivering performance, precision, and business impact. Project Scope 1. Non-Member Chatbot (Lead Conversion Focus) * Acts as a helpful, informative assistant for non-members browsing the public site * Answers questions about features, pricing tiers, and member benefits * Guides users through site navigation * Designed to subtly influence users toward becoming paid members through value-driven, persuasive conversation 2. Member-Only Chatbot (Primary Support Layer) * Serves as the main support channel for members (live support is the fallback, not the default) * Assists with platform navigation, account management (password reset, upgrade, cancellations), and access to external resources like Discord and livestreams * Handles education-related questions regarding market investing using structured knowledge and conversational logic 3. Post-Conversation Intelligence Engine * Performs structured analysis of user-bot conversations * Identifies recurring support themes, missed opportunities, UI pain points, and frequent user requests * Produces actionable insights to inform product development, customer support, and UX design 4. Intelligent UX and Navigation Tracker * Goes beyond traditional tools like Google Analytics * Tracks user behavior to identify friction points, drop-offs, and inefficient user paths * Provides improvement suggestions based on behavioral flow and interaction patterns Technical Requirements We are looking for a developer who can lead this project end-to-end with minimal supervision. Required capabilities include: * Experience with LLM-based chatbot development (OpenAI, Anthropic, or comparable technologies) * Ability to design or implement Retrieval-Augmented Generation (RAG), custom knowledge base integration, or prompt engineering systems * CRM integration skills, including the ability to capture and update contact records through API connections (platform-agnostic: HighLevel, HubSpot, Salesforce, or custom DBs) * Front-end experience for embedding bots and connecting them with site UI * Expertise in data validation and error handling to ensure reliable system performance * Familiarity with security and privacy best practices, especially when handling user data * Ability to track and analyze user behavior for intelligent UX recommendations Tech Stack We are open to your recommendation. The chosen tech stack should be scalable, secure, and well-reasoned. You will be responsible for justifying your architectural decisions and ensuring they align with the functional requirements of the project. Timeline * Target Completion: 30 days from project start * Maximum Allowable Duration: 60 days (no extensions beyond this) * Milestone-based delivery is preferred * This is a fixed-rate project; hourly billing will not be considered Compensation * Please submit a project-based quote * Include a clear breakdown of milestones, deliverables, and timelines * Proposals should demonstrate why you are uniquely suited for this project and how your past work supports your ability to deliver How to Apply Qualified applicants should submit: * Links to relevant chatbot, AI, or data integration projects (with clear descriptions of your role in each) * A brief explanation of your recommended stack for this project and why it fits * Confirmation that you can meet the timeline and manage CRM integration with error handling We are seeking a professional who delivers clean, scalable systems on time—without unnecessary complexity or delays. If that’s you, we look forward to your proposal.

Keyword: Product Manager

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