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FinBot — AI Fintech FAQ Chatbot Builder

An AI-powered fintech customer support chatbot built using Node.js, Express, MongoDB, and Groq LLM (LLaMA model).
It simulates a real banking support system that answers customer queries safely using AI + rules, without giving financial advice.

Node.js React MongoDB Express



About The Project

FinBot is a SaaS platform that allows fintech businesses — banks, payment apps, and investment platforms — to instantly create an AI-powered customer support chatbot from their FAQ data.

Instead of spending months building a custom support system, businesses paste their FAQ, get a shareable chat link in seconds, and manage all customer queries from a dedicated admin dashboard.


Features

Chatbot

  • AI answers customer questions from business FAQ only
  • Quick question chips for common fintech queries
  • Typing indicator for better UX
  • 👍👎 feedback on every response
  • Max 300 character input with live counter
  • Sensitive data masking (card numbers → XXXX)
  • Personal info detection with safe redirect
  • Duplicate unresolved query prevention

Admin Dashboard

  • Separate dashboard per business via shareLink
  • Total chats, 👍 👎 counts, satisfaction rate
  • Top 5 most asked questions
  • Unresolved queries list with manual reply
  • Auto refresh every 30 seconds
  • Mark queries as resolved

Fintech Security

  • Sensitive number masking (4+ digits → XXXX)
  • Personal info detection
  • Input validation and sanitization
  • Compliance disclaimer on every chat
  • No financial advice given by AI
  • Fraud queries escalated to human support

Architecture

  • Multi-tenant — each business gets isolated chatbot + dashboard
  • Shareable chat link for customers
  • Private dashboard link for admin
  • Unresolved query escalation system
  • Admin reply saved and reused for future same questions

Tech Stack

Layer Technology
Frontend React.js, Axios, React Router
Backend Node.js, Express.js
Database MongoDB Atlas
AI Groq API (Llama 3.3 70B)
Deployment Vercel (Frontend), Render (Backend)

How to Use This Project

Anyone can run this chatbot locally in a few simple steps:


1.Clone the Project

First, download the project to your system:

git clone https://github.com/Pragzh/faq-chatbot.git
cd faq-chatbot

2. Setup Backend

Go into backend folder:

cd backend
npm install

3️. Add Environment Variables

Create a .env file inside the backend folder:

PORT=5000
MONGO_URI=your_mongodb_connection_string
GROQ_API_KEY=your_groq_api_key

👉 You can get:

MongoDB: https://www.mongodb.com/atlas
Groq API key: https://console.groq.com

4️. Start Backend Server
node index.js

If successful, you will see:

Server running on http://localhost:5000
5️. Setup Frontend

Open a new terminal:

cd frontend
npm install
npm start

Frontend will run at:

http://localhost:3000
6️. Use the Chatbot

Now open your browser:

👉 Go to http://localhost:3000

You can:

Create a chatbot instance
Get a shareable link
Send messages
Get AI responses instantly

---

## 📁 Project Structure
faq-chatbot/
├── backend/
│   ├── index.js          # All API routes
│   ├── db.js             # MongoDB connection
│   ├── package.json
│   └── .env              # Environment variables (not committed)
│
└── frontend/
└── src/
├── pages/
│   ├── Setup.jsx       # Create chatbot page
│   ├── ChatPage.jsx    # Customer chat UI
│   └── Dashboard.jsx   # Admin dashboard
└── App.jsx

About

FinBot is an AI-powered fintech FAQ chatbot builder that lets businesses create secure support bots from their FAQs, with an admin dashboard for managing queries and insights.

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