AI Wealth Advisor Assistant

Advanced Configuration

Enter Configuration Password

This protects your API keys and advanced settings

Default password: admin123 (change it in Security tab)

GitHub Actions Configuration (Recommended)

🚀 Quick Setup Instructions:

Generate a GitHub token: Click here
Add your API keys as repository secrets in GitHub Settings → Secrets
Enter your GitHub username and repository name below
Enable "Use GitHub Actions as Backend" checkbox
Save settings and start chatting!

Use GitHub Actions as Backend (Free, No Server Needed) Process AI requests using GitHub Actions (30-60 seconds per request)

GitHub Personal Access Token Required for GitHub Actions. Token needs 'repo' scope.

GitHub Username Your GitHub username (e.g., johndoe)

Repository Name The name of this repository (e.g., ai-wealth-advisor)

⚠️ Required GitHub Secrets:

Add these in your repo's Settings → Secrets → Actions:

ANTHROPIC_API_KEY
OPENAI_API_KEY (optional)

API Configuration

⚠️ Important: For GitHub Actions backend, add these keys as GitHub Secrets instead for better security. These fields are for backup/testing only.

AI Provider

Anthropic API Key Get your key from console.anthropic.com

OpenAI API Key (Optional) Get your key from platform.openai.com/api-keys

Model Selection

SerpAPI Key (Optional - for web search) Get free key at serpapi.com for web search capabilities

Voice & Audio Configuration

ElevenLabs API Key Get your API key from elevenlabs.io for text-to-speech

Naty's Voice

Research & Information Gathering

Search Depth

Information Freshness

AI Personality & Behavior

Response Style

Risk Tolerance in Advice

Response Length

Custom System Prompts

Base System Prompt This defines the AI's core behavior and personality

Legal Disclaimer Template Automatically added to responses when legal disclaimers are enabled

🎯 Naty's Personal Profile & Instructions

This is where you personalize Naty! Fill out these sections so Naty knows exactly who you are, your financial situation, and how you want her to communicate with you.

👤 Your Personal Information This helps Naty understand your specific situation and provide relevant advice

💬 How You Want Naty to Communicate Define exactly how you want Naty to respond to you

🎯 Your Specific Wealth Goals Naty will tailor ALL advice toward achieving these specific goals

💡 Pro Tip:

The more specific you are in these fields, the better Naty can help you. Include real numbers, timelines, and specific situations.

Interface Customization

Theme

Assistant Name Customize how the assistant identifies itself

Security Settings

Configuration Password Change the password required to access these settings

Session Timeout Auto-logout after inactivity

AI Wealth Advisor Assistant

Focus Areas

Quick Options

Knowledge Base

Status