AI Client Onboarding | Streamline Onboarding Now

Software Engineering — Python

AI Client Onboarding Portal

Project About

The purpose of this project is to create an "AI-Powered Client Onboarding Portal" that streamlines the intake process for new company clients.

The system will reduce manual paperwork, provide instant answers to client questions, and offer personalized checklists to accelerate the “time-to-value."

Technical Architecture & Data Requirements

Technology Stack:
- Frontend: Built with React to provide a responsive, browser-based web application.
- Backend: Powered by a Python API to handle logic and system communication.
- Core Intelligence: Utilizes the OpenAI API (Flash 4) for processing and generation.
Database Management:
- PostgreSQL: Serves as the primary database for structured data, including user accounts, client details, and onboarding checklists.
- VectorDB (Chroma): Acts as the "AI memory," storing vector embeddings of uploaded company documents.
AI Logic & Security:
- RAG Model: Emplements Retrieval-Augmented Generation to ensure the AI only draws information from specific, admin-provided documents.
- Accuracy & Control: By using RAG, the system prevents hallucinations and ensures responses are strictly grounded in the company's verified data.

System Features

The three main features/functions of this system are the following: AI Chatbot, Adaptive Checklist, and Document Upload.
The AI Chatbot assists new clients of a company complete onboarding. It can answer general questions and help clients fill out paperwork accurately.
To ensure the client completes all documentation required, the Adaptive Checklists keeps the client on task, and gives a graphical view of their progress.
Document Upload is where all documents completed by the client are submitted and uploaded to the company database.

Safety and Other Requirements

By using a RAG model, this ensures that only accurate information is displayed in AI generated responses. By using end-to-end encryption, the system ensures that all data is securely transferred to and from the client and the company database.