Build a Personal Finance Advisor GPT on Pickaxe

Overview

In this tutorial you will:

1. Grab a finance‑advisor GPT from OpenAI’s GPT Store.
2. Copy its prompt and recreate it on Pickaxe.
3. Add a knowledge base with personal finance documents.
4. Enable file upload so users can share statements.
5. Publish, deploy, and embed the bot on your website.

Prerequisites

• An OpenAI account with access to the GPT Store.
• A Pickaxe account (free tier is sufficient for this demo).
• A website or CMS that accepts custom HTML/iframe (e.g., WordPress, Notion, Webflow).
• Optional: PDF or spreadsheet of personal finance data to upload to the knowledge base.

Step‑by‑Step Instructions

1. Grab the Finance Advisor GPT

1. Open the OpenAI GPT Store in your browser.
2. Search for Personal Finance Advisor or similar.
3. Click Edit GPT to open the configuration panel.
4. In the Configure tab, copy the Instructions text – this is the core prompt.

2. Recreate the GPT on Pickaxe

1. Log into your Pickaxe dashboard.
2. Click Create → Chatbot.
3. In the Prompt tab, paste the copied instructions.
4. Under Model, select GPT‑4o (or the model used in the original GPT).
5. Optionally add an intro message like "Hi! I’m your personal finance advisor. What can I help you with today?".
6. Click Continue and give the bot a name (e.g., Finance Advisor).
7. Click Publish.

3. Add a Knowledge Base

1. In the left panel, open the Knowledge tab.
2. Click Upload File and add any PDFs, spreadsheets, or text files that contain finance rules, tax tables, or investment guidelines.
3. For each file, you can adjust Relevance Cutoff and Amount to fine‑tune how much content is used.
4. (Optional) Add a web URL that contains up‑to‑date financial news; Pickaxe will scrape and embed the transcript.

4. Enable File Upload for Users

1. Still in the Prompt tab, toggle Allow users to upload files.
2. This adds a paperclip icon to the chat UI, letting visitors upload statements or budgets.

5. Customize the UI (Optional)

1. In the Configure tab, adjust the icon, placeholder text, and color scheme to match your brand.
2. Hide the title if you prefer a cleaner look.

6. Publish and Deploy

1. After publishing, click Deploy.
2. Choose Embed.
3. Configure the embed options: choose a floating button or inline chat window, set font size, and decide whether to show the bot’s avatar.
4. Click Copy Code.

7. Add the Embed to Your Website

1. Open your website editor.
2. Insert an HTML/Embed block where you want the bot.
3. Paste the copied code and save.
4. Test the chat to ensure it loads and responds correctly.

Tips & Gotchas

• Model choice matters: GPT‑4o is fast and cost‑effective, but if you need more advanced reasoning, try GPT‑4‑Turbo.
• Knowledge Base size: Free Pickaxe accounts allow up to 3 files; upgrade if you need more.
• File size limits: Uploaded user files must fit within the session’s max input length; large PDFs may be chunked automatically.
• Privacy: Uploaded user documents are session‑only and not stored permanently.
• Testing: Use the right‑hand test panel in Pickaxe to quickly iterate on prompts before publishing.
• Embedding: Some CMSs (e.g., Notion) require the embed block to be placed in a page that allows third‑party scripts; double‑check permissions.
• Monitoring: Use Pickaxe’s analytics to see how many users ask for tax advice versus budgeting help.

Enjoy building your own personal finance advisor!