In this tutorial we’re going to build a Home Mortage Assistant that helps potential home buyers understand their financing options.

As part of this tutorial, we’ll build:

  • A prompt contains natural-language instructions for the agent that detail everything the agent does, how it should do them, and what it shouldn’t do.
  • A tool that intgrates with https://www.bankrate.com/to get up-to-date interest rate information. We’ll insruct the agent on when and how to use the tool in the prompt.
  • A message is a greeting that the agent delivers to the user at the beginning of the conversation. It can be configured to use different wording depending on the date, day of the week, and/or time of day.
  • The agent itself, which links together all the components above.

By the end of this tutorial you’ll have a voice-and-chat mortgage helper that makes financing a house feel approachable and simple. You’ll learn how to blend compliant workflows with a dash of integration magic to answer the big questions about mortgages all without touching a potential customer’s sensitive data.

Let’s get started!