Starter prompts
The app includes prompts such as:- What should I watch before my next paycheck?
- Which bill timing change would help the most?
- Explain my lowest balance day.
- What is one safe next action this week?
Conversation context
Each conversation can be linked to an account. Advisor loads the selected account context before answering. Useful context includes:- Account name and balance
- Date range
- Future income and expenses
- Top outflow categories
- Upcoming transactions
- Previous Advisor messages
- Recent checkups
Fallback behavior
If the AI provider is unavailable, Advisor can return a built-in forecast summary. The app should clearly tell the user when a fallback response was used.Good questions for Advisor
- “What date should I worry about?”
- “Which transaction would help most if I moved it?”
- “Can I add a $200 payment this week?”
- “What is making next week tight?”
- “What should I do before my next paycheck?”
Limits
Advisor should not:- Guarantee outcomes.
- Give investment, legal, tax, or credit advice.
- Tell users to take irreversible financial actions.
- Hide uncertainty when the forecast data is incomplete.