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Cover image for Conversational UI for a Personal-Finance Assistant
Design

Conversational UI for a Personal-Finance Assistant

FreeVerified credential2 weeksIntermediate

Overview

What this challenge is about.

You will work from 4 scripted scenarios: 'how much did I spend on coffee last month', 'why did my rent payment fail', 'help me set up an emergency fund', and an out-of-scope 'is this stock a good buy'. Design the conversational UI with confidence indicators, citations to source data, and a clear escalation surface. Build a working backend (Python + Streamlit) that exercises the flows against tool stubs (spend lookup, payment lookup, savings calculator). Run a 5-user think-aloud test on the prototype and incorporate findings. Success is all 4 scenarios completable end-to-end, all 5 users reporting they would trust the assistant, and a design rationale that maps each UI choice to a user-research insight.

CredentialBlockchain-anchored
ShareableLinkedIn-ready
LanguageEnglish
PaceSelf-paced

The Brief

What you'll do, and what you'll demonstrate.

Design and prototype a conversational UI for a personal-finance assistant that handles confidence, citations, and graceful failure across 4 scenarios.

Earning criteria — what you'll demonstrate

  • Design conversational UI states for confidence, citations, and out-of-scope
  • Build a working prototype that exercises real backend tools
  • Run a small think-aloud user test and integrate the findings
  • Communicate design trade-offs in a way a product team can act on

Program Fit

Where this fits in your program.

Sharpens the same skills your degree expects you to demonstrate.

Skills

Skills you'll demonstrate.

Each one shows up on your verified credential.

Careers

Roles this prepares you for.

Real titles. Real skill bridges. Pick the one closest to your trajectory.

AI Product Designer

Designing trust-aware conversational UI with explicit confidence and citation states is the day-one job of an AI product designer in consumer fintech.

This challenge sharpens

  • conversational-ui
  • trust-design
  • user-research

AI Product Manager

Connecting Jobs-to-be-Done scenarios to dialogue design and tool calls is exactly the work AI product managers own.

This challenge sharpens

  • conversational-ui
  • user-research
  • tool-use

Prompt Engineer

Designing the dialogue surface and writing the system + tool-use prompts that animate it is core prompt-engineer territory in product teams.

This challenge sharpens

  • dialogue-design
  • prototyping
  • tool-use

One more thing

You can put a credential on your CV by Friday.