How to Build an AI Needs Analysis Project

Introduction

This guide walks you through building a needs analysis bot using Momen AI. The bot collects and analyzes customer needs and provides tailored advice.
See a live example at Momen AI .

For UI and interaction design, see User Interface and Interaction Design .

Steps

Data Storage

• Prepare your UI and data input fields.
• Create data models and fields to store customer information.
  This ensures the AI has access to relevant data for analysis.

Configure Your AI

• Review AI configuration .
• In the Momen editor, go to AI configuration and click “Create.”
• Name your AI (e.g., “Project Analysis Assistant”).

• Select your AI model.

• In the input section, reference user input in the prompt by clicking ”+” and selecting the input field.

• Define the AI’s role and task details.
  • Set the role (e.g., Momen expert).
  • In task details, outline step-by-step instructions for the AI.
  • Use task constraints to specify requirements (e.g., concise answers).

• In the contexts section, select data sources (Momen database, API, or local files) for the AI to use.
  This enables fact-based, accurate answers.

• Configure output format:
  • Default: AI outputs results based on input (number, text, etc.).
  • Custom: Define output as JSON with specific fields for structured results.

• Test your AI and adjust prompts as needed.

Apply Your AI on the Frontend

• Add page data and parameters for the AI request (e.g., parameters for two analysis questions).

• Configure button actions:
  • Request AI.
  • Set page data with the AI result.

Preview and Publish

• Preview your project to ensure everything works as expected.
• Publish your needs analysis bot.