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.

Keyword: Artificial Intelligence

Price: $7.0

Artificial Intelligence Machine Learning Natural Language Processing Chatbot Development Deep Learning