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Case Study: Personalizing Chatbots with Timeseries, Behaviors, and More

Chatbots powered by LLMs are redefining customer service, internal communication, and personalized recommendations across industries. In financial services, pharma, and even other industries, these chatbots can leverage provide more relevant, customized interactions - beyond direct Text-to-SQL querying.

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Scenario: An Investment Advisory Chatbot Assists Clients with Portfolio Decisions

  • Uses time-series data to identify spending patterns.
  • Leverages user behavior to suggest savings plans.
  • Integrates business logic to enforce compliance with financial regulations.
Queries might include:
“What’s my portfolio’s performance trend over the last year?”
“Suggest adjustments to reduce volatility while maintaining similar returns.”

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Challenges:

  • Dynamic Personalization: Each user’s investment history, risk profile, and interactions form a personal data layer.
  • Temporal Data Understanding: Time-series analysis is needed to interpret trends, volatility shifts, and performance changes over specific periods.
  • Multi-Modal Context: The chatbot should integrate behavior analytics, market conditions, and portfolio constraints into a cohesive response.

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Solution:

Knowledge Graphs (KG) & Contextualization: By building a KG enriched with user segments, product categories, and historic interaction patterns, the LLM can provide responses rooted in the individual’s context. When paired with Text-to-SQL capabilities, it can surface data-driven recommendations, filtering queries through the lens of each user’s unique financial journey or, in the case of pharma, clinical patterns relevant to individual practitioners or researchers. Conversational Memory: Use sessions to maintain conversation context across multiple interactions. Each user’s conversation history is stored separately, enabling the chatbot to remember previous questions and provide contextually aware responses. Read more about our approach in our blog where we achieved a great improvement.

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A simple example with cognee

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Run a Demo Yourself!

Curious about how this works with cognee? Try it out in our notebook here.

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