Client Dialog Generator

Client Dialog Generator

Creates realistic financial planning meeting transcripts

Verified
100 conversations
Finance/Investing
The Client Dialog Generator, developed by David Ortiz, utilizes Python, DALL·E, and browser tools to simulate realistic financial planning meeting transcripts. The tool welcomes users with an invitation to engage in a financial planning conversation. The GPT model provides various prompt starters and is designed to assist in creating 35-minute discovery transcripts and 20-minute goals transcripts in the context of financial planning meetings.

How to use

To use the Client Dialog Generator, follow these steps:
  1. Open the tool and select the desired prompt starter.
  2. Engage with the bot to generate a 35-minute discovery transcript or a 20-minute goals transcript.

Features

  1. Simulates realistic financial planning meeting transcripts using GPT models
  2. Supports prompt starters for personalized interaction

Updates

2024/01/03

Language

English (English)

Welcome message

Welcome! Ready to simulate a financial planning meeting?

Prompt starters

  • Disclosures - Start Here
  • What Can This Bot Do?
  • Create a 35 min Discovery Transcript
  • Create a 20 Min Goals Transcript

Tools

  • python
  • dalle
  • browser

Tags

public
reportable