Can we build an AI Agent for a bank in 5 minutes?

Key Takeaways

Wealth Simple is one of the coolest companies in Canada. It's a startup that is revolutionizing finance and I want to see if I can build an agent for them in 5 minutes or less and actually put it on the site. My timer is going to start when I hit new agent. Here we go. Okay, so new agent. I'm going to call this uh wealth simple. Uh we're going to go ahead and create our project here. While that's going, I need to get the site map. So I uh for our knowledge base I'll say uh give me site map for Okay. So while that's going uh let's get our prompt set up. So I'm going to go into our template here. Uh I'm going to say uh uh make this prompt about uh wealth simple. Uh okay. So, because this is a customer support uh agent, uh this uh agent template, this should work decently well. So, that's going to go ahead and start generating. Okay, while that's happening, let's see what we get from here. Uh where's the site map? Oh boy, I need this for our knowledge base. Uh okay, so once that's done, but we get the hex code, so that's good. So, I'm going to go ahead and design the widget using their brand. So, there's the site map. Once this prompt is done, what's our time at? We're at a minute 20. We're making really good progress here. Almost done. Is there anything else? Oh, I need the wall simple logo. Let's do that while this is while this is going. Uh, let's use this one. Show the quality on that's not great. This one looks good. Okay, let's save that. Okay, the prompt is almost done. I've got the logo done. Okay, this looks good. Let's accept this. We're going to use uh GP40 mini. I'm going to include the uh increase the max tokens. Now, if I had access to Zenesk's like or sorry to well symbols actual Zenesk, we could connect it and it would be able to uh you know create tickets, file tickets, uh you know, automate tickets, hand over to live agents, that whole thing. Uh but because I don't have access to their actual Zenesk, uh I'm not going to be able to. But just yeah, this is an MCP connection. It'd be super simple. Uh you just have to off your Zenesk and you're good to go. In this case, I'm not going to. The only tool it's going to have access to is the uh knowledge base. Speaking of knowledge base, we need to go and get this filled up. So, I'm going to add the uh sitemap. I got to close my preview here. Let's add our data source site map. So, there's the wealth simple uh site map. Okay, there's a ton of stuff here. A lot of this is in French as well. I'm going to go ahead and get rid of probably most of it. I just don't think we have time to index the whole thing. 132. Okay. So, let's go ahead and get those uh importing. This is going to embed them into the knowledge base so I can answer questions based off of, you know, crypto risk disclosure and crypto client relationship disclosure, etc. Okay, cool. So, we see the status. It's flying through those. That's great. While that's going, uh let's quickly preview it. See how it's going. Hi there, Laura customer support. Uh what is uh crypto uh crypto trade on simple? Okay, great. This is working well. Now, let's go ahead and customize our agent. We got a minute 20. Uh, so hopefully our knowledge base is going. I'm going to go into the widget. Uh, let's make uh we can make it popover mode. That actually looks quite nice. Let's see. Popover mode. Let's get rid of voice input uh for the widget. Uh, primary color. We need this from our CHBT. We got a minute left. Primary color, neutral gray. Uh, let's get the uh images in here. Real simple. Well, simple. Uh, did I turn off the banner image? I did. Let's keep that on. Uh, let's say, uh, talk to, uh, wealth simple AI. Uh, cool. Should we add an image? Yeah, let's add an image as well there. That looks [Applause] good. Going down. Privacy. Let's turn off power by voice. This looks pretty good, actually. This is This is starting to look like W simple. Okay, we're over the 5 minutes, but we'll see how fast we can finish this up. Uh, let's test it out really quick. Now, what uh is the commission on trade? Okay, this is looking good. Let's try it out over the phone really quick. So, I'm going to put in my phone number. Oh, I already got it. That's great. Let's try it out. Hi there, this is Laura from Wealth Simple customer support. How can I help you today? Hey, what products does Wealth Simple have? Wealth Simple offers a few main products. Wealth Simple Invest. Okay, it's working over phone. It's working over chat. That's great. Let's quickly get this embedded. I think we're going to be at like 7 minutes potentially. Okay, so I'm going to copy this. So, I'm going to refresh this. Let's get this on here. Get rid of this. Get rid of this. There we go. Talk to Simple AI. Total popover mode, agent complete, chat, voice. We could totally add an MCP connection for Zenesk. We could add in the Zenesk knowledgebased sources, but that was it. That was a sprint. Uh, it looks decent. You know, we could have spent more time. We could have got like a custom font or something, but I'm pretty happy with this. Let's just say one more time, uh, what is, uh, you know, well, simple crypto. It's done. Mission complete. 2 minutes over, but uh we have both voice and chat hooked up. I'm pretty happy with this. Nice. [Music] [Music]