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Created by Nick Benedict
Created on Nov 7, 2023

80/20 Solution to Bad Advisor Behavior

Problem:

Advisors are diverting customers off of the app.

Caveats to Solution:

* We have an AI-driven "100% solution" to poor advisor behavior in the works
* The below is only useful if it can be done quickly and cheaply and without making the 100% solution project inefficient.

Proposed Solution:

* Automated scans when advisors create or update profiles.
* Scans search for specific terms, e.g., ".com", ".co", "Tiktok", "Facebook", "IG:", "Instagram", " IG " (space before and after), ". com", ". co", Paypal", "Venmo", "Cashapp", "Zelle". More to follow.
* If term is found, automated notification sent to responsible role holder for manual review.
* For bonus points, apply this to images in profiles, and to messages and transcripts (though at a certain point this will overlap with 100% solution).




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  • Carissa Bhardwaj
    Nov 7, 2023

    Hi, we have an existing roadmap backlog similar to this. Will link this and update status to already exists. Thanks.