Add a bot that isn't sales oriented.  For example, asking it about current tax rates or assistance in time blocking your calendar.  This should be business oriented, answering questions like a true business mas (...)

Implement the ability to transition from one specialized chat bot to another without leaving the base chat. 

Please provide a tab for general knowledge based AI inquiries.  Received the following response when asking... what is the average FYF for companies in the real estate market sector

Consider replacing the Email solutions with Correspondence solutions.  Have the Email writer under the dropdown but also include a Professional letter writer added as well.  The email prompt will write a profes (...)

Which of the bots would be the most effective for Whitepaper creation or for the creation of educational documents?

FINRA/SEC rules mean every email, hook, or pitch must be review‑ready.