Build Plan

Build Plan

TikTok for finance education with an AI-mentor for wealthy Gen A Roblox Creators

Cohort Feedback @April 18, 2024

  • Deep
    • Personalize for financial maturity
    • Track progress and gamify further
    • How critical is the social aspect? Knowing how you’re friends are doing, finding users etc.
    • What age group? Would budgeting support / app will be more useful than portfolio if this is for teens?
  • Community / Course / Bootcamp etc.
  • I was thinking for Yoda targeting group of people who have money to throw at problems. I think what your mvp should do is provide early value that not only markets but signifies the value of a service behind a gated community or of a service that is exclusive and bespoke.
  • Marketing & revenue - trivia shorts on tiktok, youtube
  • Personalized AI advisor services sound promising for monetization. Maybe trivia section could be social content and app is the advisor?
  • I think trying to build trust with the users with the AI assistant, (how can users be sure to trust the advise)
  • how to use canva to create quick trivia shorts
  • Jakob
    • Giv me a link to a few simple budgets.
    • Show me some tips. Fx. most people have one account where their salary goes in to. They also have their savings on this account and the fixed and variable costs coming out of this one. Why dont you suggests some "tricks to the trade" of structuring your bank account. Have a savings account. Have an account for sneakers. An account that will allow me to invest. Perhaps, set a goal of what you want to invest in.
    • Etc. Your beehive newsletter should also give me bitesized tricks on how to better my personal finances.
    • I admire what you want to achieve!
    • image

Post-MVP Add-Ons

Feedback notes — Slack

General Feedback

  • Positive review on the cause and relevance to personal concerns about financial awareness for kids. Tag: @Harold
  • Interest in educational potential, especially for schools and awareness on financial dangers like scams. Action Item: Consider partnering with educational institutions and include topics on financial safety. Tag: @Harold
  • Appreciation for the problem area being addressed and the timing of the app. Tag: @Max Haining
  • Commendation for the interactivity and the app's approach to financial education. Tag: @Chris Cownden, @Deep Patel

UI Feedback

  • Likes the app's interactivity and suggests adding summaries for correct answers for context. Action Item: Enhance answer feedback with detailed summaries. Tag: @Chris Cownden
  • Appreciation for the sarcastic tone and the ability to play without signing up. Tag: @Pierre Chalita

Data Feedback

  • Suggestion to include questions about financial dangers like scams and money mules. Action Item: Expand quiz content to cover financial safety topics. Tag: @Harold
  • Feedback on providing extra resources for further learning upon login. Action Item: Integrate additional educational resources and gamification elements. Tag: @Chris Cownden

Logic Feedback

  • Interest in directing the app towards specific areas of finance based on user maturity levels. Action Item: Tailor app content and quizzes based on user's financial knowledge. Tag: @Deep Patel
  • Suggestion for feedback on incorrect answers to be engaging and informative. Action Item: Implement fun, educational feedback for wrong answers. Tag: @Ke-Han Chen

Marketing/Launch Feedback

  • Idea to market the app through a fun drip email course. Action Item: Develop an email marketing campaign with educational snippets. Tag: @Pierre Chalita
  • Proposal for distribution channels targeting teens on TikTok and Reels or focusing on schools and EdTech opportunities. Action Item: Define and pursue specific distribution strategies based on target demographics. Tag: @Deep Patel
  1. Design Improvements:
Proper user journey for sign up / log in
Quiz UX — increase interaction, engagement & learning opportunity
Welcome/Onboarding Screen
Home/Feed Page
Chat Interface
App page names
  1. User Interaction and Engagement:
Site flow audit — ensure user is getting feedback along the way.
Randomise quiz questions to begin with and get more variation for user
Explainers for each question — pop ups
Randomise quiz questions order
Bring in attention-grabbing questions — categories
Add a stop clock to quiz questions
Add a progress bar
Content Interaction (likes, shares, comments)
Email auth + sign up/login feedback + email confirms (beehiiv)
Profile save button feedback + flow
Login / sign up button flow
  1. Backend and Database Enhancements:
Backend workflows for db — get more q & a’s in
User sign up flow
Marc Fletcher: I’d avoid mapping altogether and have the answers and questions in the same table. If you want to record every answer by every user then you can include a relation to another field or table and include it in the record. Here’s some info about relating data in Bubble
  1. Payment and Subscription:
“Upgrade” workflow — lemon squeezy to accept payments
If not logged in, add a sign up button under “Free” on Premium page
  1. Additional Features:
Custom domain
Automation of personalized content feed and AI mentor interaction based on quiz responses
Add AI images to questions


  1. Data Management: Utilize Bubble db for storing user profiles, quiz responses, and interaction data, ensuring efficient data organization and relationships for personalized user experiences.
  2. UI Design: Design an engaging user interface in Bubble, featuring a welcome screen, sign-up/login modal, home/feed page, quiz page, chat interface, profile/settings page, and a premium subscription page, focusing on intuitiveness and engagement.
  3. UI Components: Integrate key UI components like swipeable quiz cards, dynamic content feed, interactive chat bubbles, and clear CTAs across all pages, leveraging Bubble’s reusable elements for consistency.
  4. Data-UI Integration: Seamlessly connect UI components with db to enable dynamic content delivery, personalized quizzes, and AI mentor interactions based on user behaviour and preferences.
  5. User Actions and Automation: Map out and automate critical user actions such as account creation, quiz participation, and content interactions using Bubble’s workflow system, enhancing user engagement and app functionality.
  6. Marketing and Launch Strategy: Develop a targeted marketing campaign leveraging social media, influencer partnerships, and Roblox community engagement to build anticipation and drive initial user acquisition.

Quiz Flow

  1. User enters Yodex — lands on the index page.
  2. They do not have to be signed up/logged in to play the quiz.
  3. If they're a new user (and are not logged in) the first question they get is an outrageous attention grabbing question and this can then become less outrageous as they progress.
  4. If they’re a new user, after answering 5/10 quiz questions, they're prompted to sign up.
  5. Each question they get will have the question in the header and a related engaging image.
  6. Each question will have 4 answers that the user can choose from — 1 answer is correct, 3 are incorrect.
  7. After the user answers a question they get some sort of feedback depending if they got the question right or wrong.
    1. If they answered correctly, they get congratulated with an emoji animation or the like.
    2. If they answered incorrectly, they get constructive feedback on the correct answer explaining why it's correct and encouragement to try again.
  8. The user's answers to the quiz question is stored to assess their strengths and weaknesses over time.
  9. There is a “Next” button on the feedback popup which takes the user to the next question.
  10. The quiz scrolls continuously as the user progresses — there is no stopping point for the user as they’re continuously engaged to continue playing.

Data Management

Data Schema

  1. User
    • Description: Represents both registered and guest users interacting with the app.
    • Attributes:
      • UserID (String, unique identifier) — handled by Bubble
      • Admin (yes/no)
      • Name (String)
      • Email (String, optional for guest)
      • Password (String, optional for guest) — handled by Bubble
      • Roblox Username (String)
      • Age (number)
      • Bio (String)
      • Profile Picture (image)
      • SignUpDate (Date)
      • LastLoginDate (Date)
  2. Question
    • Description: Contains all the questions for the quizzes.
    • Attributes:
      • QuestionID (String, unique identifier) — handled by Bubble
      • QuestionText (Text)
      • ImageURL (String, for the engaging image)
      • CorrectAnswerID (String, foreign key to Answer) — Linked Data Type
      • DifficultyLevel (Number, optional, can be used for future features)
      • Category (String, optional, can be used for future categorization)
  3. Answer
    • Description: Represents possible answers to each question.
    • Attributes:
      • AnswerID (String, unique identifier) — handled by Bubble
      • QuestionID (String, foreign key to Question) — Linked Data Type
      • AnswerText (Text)
      • IsCorrect (Boolean)
  4. UserResponse
    • Description: Records the answers selected by users for each question.
    • Attributes:
      • ResponseID (String, unique identifier) — handled by Bubble
      • UserID (String, foreign key to User, nullable for guest users) — Linked Data Type
      • QuestionID (String, foreign key to Question) — Linked Data Type
      • AnswerID (String, selected answer, foreign key to Answer) — Linked Data Type
      • Timestamp (Date)
      • IsCorrect (Boolean)
  5. Session
    • Description: Tracks each quiz session, especially for guest users.
    • Attributes:
      • SessionID (String, unique identifier) — handled by Bubble
      • UserID (String, foreign key to User, nullable for guest users) — Linked Data Type
      • StartTime (Date)
      • EndTime (Date, nullable, for ongoing sessions)
  6. Feedback
    • Description: Contains feedback messages for correct/incorrect answers.
    • Attributes:
      • FeedbackID (String, unique identifier) — handled by Bubble
      • IsCorrect (Boolean)
      • Message (Text)

Data Relationships

  1. User and Session
    • Relationship: One-to-Many
    • Description: A single user can have multiple sessions, but each session is associated with one user. This allows tracking individual user sessions, even for guest users.
  2. User and UserResponse
    • Relationship: One-to-Many
    • Description: A user can have multiple responses to different quiz questions across one or more sessions. Each response is linked to one user, providing a way to track user answers and performance over time.
  3. Question and Answer
    • Relationship: One-to-Many
    • Description: Each question can have multiple answers (specifically, one correct and three incorrect answers in your case), but each answer is associated with only one question. This setup allows for the storage of possible answers for each quiz question.
  4. Question and UserResponse
    • Relationship: One-to-Many
    • Description: A question can be answered multiple times by different users or the same user in different sessions. Each user response is linked to one question, indicating which question was answered.
  5. Answer and UserResponse
    • Relationship: One-to-One
    • Description: Each user response records a single answer to a question. This relationship ties a user's specific answer choice to one of the possible answers for a question.
  6. Feedback and UserResponse
    • Relationship: One-to-One
    • Description: Each user response can trigger a feedback message based on whether the answer was correct or incorrect. This suggests that each response is linked to a specific feedback message relevant to the outcome of the response.

Data Privacy and Security

  • User Consent and Parental Approval: Ensure the sign-up process includes mechanisms for obtaining user consent and parental approval, where necessary, to comply with legal requirements.
  • Data Encryption: Implement encryption for data at rest and in transit to protect sensitive user information and interactions.
  • Access Controls: Set up strict access controls and permissions within Bubble to limit access to user data only to authorized personnel. Luca as the admin user.
  • Anonymization of Data: Where possible, anonymize data used for analysis to protect user privacy.
  • Regular Security Audits: Conduct regular security audits and compliance checks to ensure ongoing adherence to data protection laws and best practices.
  • Privacy Policy and Terms of Use: Clearly communicate your app’s data collection, usage, and protection policies through easily accessible privacy policies and terms of use.

User Interface (UI) Design

MVP Feature Set

Determine the minimal set of features that solve the identified problem effectively, focusing on the quiz, content feed, and AI mentor chat.

(1) Interactive Financial Quiz

  • Objective: Engage users with an interactive quiz that highlights bad financial habits, using provocative and thought-provoking questions to spark interest.
  • Design Consideration: Create a TikTok-like, swipeable interface for the quiz. Each question appears as a full-screen card that users can swipe right for "agree" or left for "disagree". Or Kahoot-like poll-type questions. Options…
  • Content Strategy: Start with an "outrageous" question to grab attention. Questions should be crafted to gradually educate users on financial literacy by highlighting common misconceptions.
  • Feedback Mechanism: Provide immediate feedback after each question. Use animations or visual cues to indicate correct/incorrect responses, with brief explanations to educate.

(2) Personalized Content Feed — NON-MVP-CRITICAL

  • Objective: Deliver AI-tailored financial education content based on quiz responses and user interactions.
  • Design Consideration: Implement a scrollable feed that mimics the familiar social media experience. Each piece of content should be easily consumable, with options for users to like, comment, or share.
  • Content Types: Mix formats including short videos, infographics, and quick tips to maintain engagement. Content should progressively address healthier financial habits.
  • Personalization Engine: Integrate OpenAI's API to analyze quiz responses and user engagement, tailoring the feed to match each user's knowledge level and misconceptions.

(3) AI Mentor Chat — NON-MVP-CRITICAL

  • Objective: Offer personalized financial guidance through an AI-powered chat, acting as a "Budgeting Bestie" or "Financial Health Assistant".
  • Design Consideration: Design the chat interface to be friendly and inviting, using avatars or icons that appeal to Gen Alpha. Ensure the chat is intuitive, with pre-set queries to help guide the conversation.
  • Functionality: The AI mentor should be capable of answering financial questions, providing tips, and encouraging healthier financial habits. It should be able to reference users' quiz responses to offer personalized advice.
  • Access Control: Make the AI chat a premium feature, accessible post-sign-up or via in-app actions (e.g., completing a certain number of quizzes). Use this as an incentive for deeper engagement and potential revenue generation.

Implementation Considerations

  • User Testing: Conduct early user testing with a segment of your target audience to gather feedback on the UI's intuitiveness, engagement level, and overall user experience.
  • Iterative Design: Be prepared to iterate on the design based on user feedback. This may involve adjusting the quiz interface, content feed algorithm, or chat functionality to better meet user needs.
  • Analytics: Implement analytics to track user engagement with each feature. Monitor metrics like quiz completion rates, content interaction, and chat usage to inform future iterations.

Pages and Screens Required

Outline the pages/screens needed (e.g., home/feed page, quiz page, chat interface, sign-up/login modal).

(1) Welcome/Onboarding ScreenNON-MVP-CRITICAL

  • Objective: Introduce users to the app's purpose and unique approach to financial education.
  • Design Consideration: Use engaging visuals and concise text to highlight the app's features. Consider incorporating a short animation or video that encapsulates the app's value proposition.
    • Model off of TikTok’s onboarding screen — a semi-transparent overlay of the first quiz question with pointers of how to use the app to the user
  • Action Required: A clear call-to-action (CTA) button for signing up or logging in.

(2) Sign-Up/Login Modal

  • Objective: Streamline the user registration or login process.
  • Design Consideration: To reduce friction, offer multiple sign-up options (e.g., email, social media).
  • Functionality: Secure authentication process, with password recovery options and clear privacy policy/terms of use links.

(3) Home/Feed PageNON-MVP-CRITICAL

  • Objective: Serve as the central hub for personalized content after the quiz.
  • Design Consideration: Implement a scrollable feed that is intuitive to navigate, similar to social media platforms. Content should be presented in varied formats (videos, articles, quick tips) to maintain user interest.
  • Interactivity: Allow users to interact with the content (like, share, comment) to foster a community feeling.

(4) Quiz Page

  • Objective: Engage users with the interactive financial habit quiz.
  • Design Consideration: Use full-screen questions with a simple swipe gesture for responses. Incorporate visually appealing graphics and immediate feedback to keep users engaged.
  • Progress Tracking: Include a progress indicator to encourage completion.

(5) Chat InterfaceNON-MVP-CRITICAL

  • Objective: Facilitate conversations with the AI mentor for personalized advice.
  • Design Consideration: Design for ease of use with a clean, friendly interface. Implement pre-set questions or prompts to guide users, especially those who may be unsure what to ask.
  • Features: Integration with OpenAI's API to provide intelligent, contextual responses.

(6) Profile/Settings Page

  • Objective: Allow users to manage their account settings and preferences.
  • Design Consideration: Provide clear options for account customization, notification settings, and access to support or FAQs.
  • Privacy Controls: Especially important for a younger audience, include easy-to-understand privacy settings.

(7) Premium Access/Subscription Page

  • Objective: Offer detailed information about the benefits of premium access, including the AI mentor chat.
  • Design Consideration: Use persuasive copy and visuals to highlight the value of premium features. Provide clear pricing information and a straightforward path to upgrade.

Implementation Considerations

  • Consistency: Ensure consistent use of design elements (colors, fonts, button styles) across all pages to reinforce brand identity and improve usability.
  • Mobile-First Design: Given the app's target demographic and the TikTok-inspired format, prioritize mobile usability in your design approach.
  • User Feedback Loop: Incorporate mechanisms for collecting user feedback directly within the app, particularly on new or beta features.
  • Accessibility: Design with accessibility in mind, ensuring that content is readable and navigable for users with disabilities.

UI Components and Building Blocks

Identify the components required for each page/screen (e.g., video player, quiz options, chat interface). Consider Bubble's reusable elements for efficiency.

Welcome/Onboarding ScreenNON-MVP-CRITICAL

  • Components:
    • Carousel or slider for onboarding steps or highlights.
    • "Get Started" button leading to the sign-up/login modal.

Sign-Up/Login Modal

  • Components:
    • Input fields for username/email and password.
    • Buttons for alternative sign-up options (e.g., with social media accounts).
    • "Sign Up/Login" button with clear visual distinction.


  • Components:
    • Scrollable content container for the feed.
    • Individual content cards with image/video placeholders and text descriptions.
    • Interactive elements like "like", "comment", and "share" buttons.
    • Navigation bar or menu for accessing other app sections.

Quiz Page

  • Components:
    • Full-screen question cards with swipe gestures for answers.
    • Text overlays for questions and answer options.
    • Progress bar or indicator showing quiz completion status.
    • Immediate feedback pop-ups or animations after each question.


  • Components:
    • Text input field for user queries.
    • Send button or gesture recognition for message sending.
    • Chat bubbles for displaying the conversation, distinguishing between user and AI mentor messages.
    • Pre-set query suggestions or buttons to assist users in starting conversations.

Profile/Settings Page

  • Components:
    • Form fields for editing user profile information.
    • Toggle switches for notification settings and privacy controls.
    • "Save Changes" button to apply any modifications.
    • Access to support, FAQs, and logout option.

Premium Access/Subscription Page

  • Components:
    • Detailed list or card layout showcasing premium features.
    • Pricing tables or options for different subscription plans.
    • "Subscribe" or "Upgrade" button with emphasis on visual appeal.
    • Testimonials or user reviews highlighting the benefits of upgrading.

Bubble's Reusable Elements for Efficiency

  • Navigation Bar: Create a reusable navigation bar element that can be included on multiple pages for consistent access to the app's main sections.
  • User Profile Card: Design a user profile card that can be used in both the profile page and as a mini-profile in chat or content interactions.
  • Content Card: Develop a versatile content card layout that can adapt to various types of content (video, article, quiz outcome) for use throughout the feed and quiz feedback.
  • Chat Bubble: A customizable chat bubble element that can be used to dynamically display messages in the chat interface, making it easy to update or modify the chat UI as needed.

Data-UI Integration

Plan how these components will interact with your data, ensuring dynamic content delivery and user interactions are logged correctly.

Welcome/Onboarding ScreenNON-MVP-CRITICAL

  • Integration Points:
    • Capture initial user preferences and interests during the onboarding process to personalize the content feed from the start.
    • Store these preferences in the user's profile in the db for future reference.

Sign-Up/Login Modal

  • Integration Points:
    • Upon user registration or login, update the user profile information in Bubble db.
    • Use Bubble’s built-in workflows to authenticate users and manage sessions, ensuring a smooth transition between logged-in/out states.


  • Integration Points:
    • Dynamically load content based on user’s quiz responses and interactions stored in the db to personalize the feed.
    • Implement a system to log user interactions (likes, comments, shares) with each content piece for feedback loop analysis and further personalization.

Quiz Page

  • Integration Points:
    • Connect quiz responses directly to the user’s profile in the db to analyze and understand financial knowledge gaps.
    • Use these insights to tailor the AI mentor’s responses and the content feed, creating a personalized learning path.

Chat InterfaceNON-MVP-CRITICAL — Feature release as mini-launch

  • Integration Points:
    • Log chat interactions with the AI mentor in the db to refine the AI’s understanding of the user’s needs and improve future interactions.
    • Integrate OpenAI's API to fetch and display AI-generated responses based on user queries and stored data insights.

Profile/Settings Page

  • Integration Points:
    • Allow users to update their profile information, which is reflected in real-time in Bubble db, ensuring up-to-date data for personalized experiences.
    • Provide options to adjust privacy and notification settings, with changes immediately updated in the database to respect user preferences.

Premium Access/Subscription Page

  • Integration Points:
    • When a user subscribes to premium features, update their user profile status in Bubble’s db to unlock premium content and features in the app.
    • Ensure the subscription status is checked dynamically to gate access to premium features, like the AI mentor chat.

Implementation Considerations

  • Efficient Data Fetching: Optimize data queries to load content swiftly and reduce latency, enhancing the overall user experience.
  • Error Handling and Data Validation: Incorporate robust error handling and data validation within the app to prevent and mitigate issues arising from data inconsistencies or network problems.
  • Privacy and Security: Ensure that all data transfers and integrations adhere to best practices for data privacy and security, especially considering the target demographic's age.

Application Logic

User Actions and Automation

Map out key user actions (e.g., account creation, quiz participation, initiating chat) and corresponding system reactions (e.g., account setup, recording quiz answers, triggering AI mentor responses). Identify opportunities for automation within these processes, such as auto-generating personalized content feeds based on quiz outcomes.

Account Creation

  • User Action: Completes the sign-up form.
  • System Reaction:
    • Creates a new user profile in the database.
    • Sends a welcome email with onboarding instructions.
  • Automation Opportunities:
    • Use workflow automation in Bubble to automatically create user profiles in db.
    • Set up an automated email system for sending personalized welcome messages.

Quiz Participation

  • User Action: Engages with the financial habit quiz.
  • System Reaction:
    • Records each answer to the user's profile for analysis.
    • Provides immediate feedback for each question answered.
  • Automation Opportunities:
    • Automatically update the user's content feed and AI mentor interaction based on quiz responses to personalize the learning path. — NON-MVP-CRITICAL
    • Use conditional logic to present the next set of questions based on previous answers for a tailored quiz experience.

Initiating Chat with AI MentorNON-MVP-CRITICAL

  • User Action: Starts a conversation with the AI mentor for financial guidance.
  • System Reaction:
    • The AI mentor generates responses based on the user's profile, quiz answers, and specific queries.
  • Automation Opportunities:
    • Integrate OpenAI's API to automate response generation, ensuring the advice is personalized and relevant.
    • Automatically log chat interactions for continuous improvement of AI responses and user profiling.

Content Interaction (Likes, Shares, Comments)NON-MVP-CRITICAL

  • User Action: Interacts with content in the feed.
  • System Reaction:
    • Updates the user's profile with interaction data to refine content recommendations.
  • Automation Opportunities:
    • Implement algorithms that automatically adjust the content feed based on user interactions, enhancing personalization over time.

Premium Feature Subscription

  • User Action: Opts to subscribe to premium features.
  • System Reaction:
    • Unlocks premium content and features (e.g., advanced AI mentorship).
    • Updates subscription status in the user profile.
  • Automation Opportunities:
    • Automate the subscription verification process and feature access control based on subscription status.

Implementation Considerations

  • Efficient Data Handling: Ensure that the automation logic is designed to handle data efficiently, minimizing latency and enhancing user experience.
  • Scalability: Plan automations with scalability in mind, ensuring that the system can handle growing numbers of users and interactions without performance degradation.
  • User Feedback Loops: Incorporate mechanisms to gather user feedback on automated features, allowing for continuous refinement and improvement based on real-world usage.
  • Monitoring and Analytics: Set up monitoring for automated processes to quickly identify and address any issues. Use analytics to assess the effectiveness of automations and identify areas for optimization.

Implementation of Automation

Determine how to implement these automations using Bubble's workflow system and integrating Airtable for data management. Plan for the integration of OpenAI's API to handle AI mentor interactions.

Automating with Bubble's Workflow System

  1. Automated User Profile Creation and Updates
    • Workflow Trigger: When a user completes the sign-up form.
    • Action: Automatically create a new record in Bubble’s db with user details. For updates, detect changes in user profile settings and reflect these in the db in real-time.
  2. Quiz Responses Handling
    • Workflow Trigger: When a user selects an answer in the quiz.
      • Action: Record the answer to the corresponding user’s profile in the db and immediately trigger feedback within the app. Use conditional workflows to determine the next question based on previous answers, allowing for a personalized quiz flow.
  3. Content Feed Personalization
    • Workflow Trigger: Completion of quiz or interaction with content (likes, shares, comments).
    • Action: Update the user’s content feed dynamically based on their interests and interactions. Utilize the db to store interaction data and Bubble to query and display personalized content.
  4. Premium Subscription Management
    • Workflow Trigger: User subscribes to premium features.
    • Action: Update the user's subscription status in the db and unlock premium features within the app. Set up recurring checks for subscription validity.

Integrating OpenAI's API for AI Mentor Interactions

  1. API Integration Setup
    • Utilize Bubble’s API Connector plugin to integrate OpenAI’s API. Configure the connection with appropriate authentication, ensuring secure and reliable access to OpenAI’s services.
  2. Dynamic Query Generation
    • Workflow Trigger: When a user initiates a chat or asks a question to the AI mentor.
    • Action: Collect the user's query and contextual data (e.g., recent quiz answers, content preferences) and formulate a dynamic request to OpenAI’s API. Use the user’s data to personalize the query, enhancing the relevance of the AI mentor’s responses.
  3. Handling AI Responses
    • Workflow Trigger: Receipt of a response from OpenAI’s API.
    • Action: Display the AI mentor’s response in the chat interface. Log the interaction in Airtable for future reference and learning path adjustments.

Implementation Considerations

  • Testing and Iteration: Rigorously test all automations in a development environment to ensure they work as expected. Be prepared to iterate based on test outcomes and user feedback.
  • Monitoring and Optimization: Continuously monitor the performance and effectiveness of automations. Use insights from monitoring to optimize workflows, improving efficiency and user experience.
  • Scalability Planning: Design your automations with scalability in mind, ensuring they can handle increased load as your user base grows.

By carefully planning and implementing these automations, you'll enhance the app's functionality, personalize the user experience, and lay a strong foundation for scalable growth.

Additional Tools and Integrations — OPTIONAL

Analytics and User Feedback

Consider integrating analytics tools (e.g., Google Analytics, Mixpanel) for tracking user engagement and feedback tools (e.g., Hotjar, Typeform) for direct user insights.

Analytics Tool Integration

  • Objective: Capture comprehensive data on user interactions, engagement patterns, and app performance.
  • Actions:
    • Choose an Analytics Platform: Depending on your specific needs, Google Analytics offers broad capabilities and is widely used, while Mixpanel provides more detailed event tracking and user segmentation features. Evaluate both against your requirements.
    • Set Up Tracking: Implement the chosen analytics tool within your app. For Google Analytics, use the Global Site Tag (gtag.js) in your Bubble app. For Mixpanel, integrate via Bubble’s plugin or directly through the API.
    • Define Key Metrics: Identify crucial metrics such as daily active users (DAUs), session length, engagement with key features (quiz interaction, AI mentor usage), and retention rates. Set up dashboards to monitor these metrics in real-time.

Direct User Feedback Collection

  • Objective: Gather qualitative insights directly from users to complement quantitative analytics data.
  • Actions:
    • Select Feedback Tools: Tools like Hotjar and Typeform offer different capabilities. Hotjar provides heatmaps, session recordings, and feedback polls, while Typeform allows for creating engaging, form-based surveys.
    • Implement Feedback Mechanisms: Integrate Hotjar for in-app feedback collection, setting up polls on critical screens or after significant interactions. Use Typeform to create surveys that can be distributed via email or embedded within the app for more detailed feedback collection.
    • Encourage Participation: Incentivize feedback submission by offering in-app rewards, entry into contests, or highlighting the importance of user input in shaping the app’s future.

Combining Insights for Iterative Development

  • Objective: Use the combination of quantitative and qualitative data to inform development priorities and improve user experience.
  • Actions:
    • Regular Review Sessions: Schedule periodic sessions to review analytics and feedback data. Look for patterns, anomalies, or significant insights that could indicate areas for improvement or innovation.
    • Actionable Insights: Translate data into actionable insights. For example, if analytics show a drop-off at a particular point in the quiz, investigate user feedback for that feature to understand potential issues.
    • Feedback Loop: Implement changes based on insights and communicate these back to users, closing the feedback loop and demonstrating that user input directly impacts the app development.

Implementation Considerations

  • Privacy Compliance: Ensure that any data collection and processing is compliant with GDPR, CCPA, and other relevant data protection regulations. Be transparent with users about the data being collected and its use.
  • User Segmentation: Utilize analytics and feedback tools to segment users based on behavior, preferences, or demographics. This segmentation can help tailor features, content, and marketing strategies more effectively.
  • Continuous Learning: View analytics and feedback collection as ongoing processes. The digital landscape and user expectations evolve, so continually adapting based on fresh insights is key to maintaining and growing user engagement.

By systematically integrating and utilizing analytics and feedback tools, you'll gain valuable insights into how users interact with your app and what they think about it, enabling data-driven decisions to enhance the app experience and drive growth.

Advanced AI Integration

Beyond OpenAI's API, evaluate if additional AI tools or services could enhance the MVP, such as personalized content recommendations or advanced analytics on user data.

Evaluate AI Needs and Opportunities

  • Objective: Identify areas within the app where additional AI functionalities could enhance user experience or operational efficiency.
  • Actions:
    • Conduct a feature audit to pinpoint potential enhancement areas, focusing on personalized content recommendations, user engagement analysis, and predictive analytics for user behavior.
    • Gather user feedback and analytics data to identify specific user needs or pain points that advanced AI could address.

Research and Select AI Tools/Services

  • Objective: Find AI tools and services that align with identified needs and can be seamlessly integrated into your existing tech stack.
  • Actions:
    • Explore AI-powered recommendation engines like RecoBee or Algolia for personalized content discovery based on user interactions and preferences.
    • Investigate AI services for advanced analytics, such as IBM Watson or Google Cloud AI, which offer tools for sentiment analysis, trend prediction, and user segmentation.
    • Consider natural language processing (NLP) tools for enhancing the AI mentor chat feature, improving its ability to understand and respond to user queries more accurately.

Integration Planning

  • Objective: Develop a structured plan for integrating selected AI tools into the app, ensuring compatibility and minimal disruption.
  • Actions:
    • Assess the integration capabilities of each AI tool with Bubble and Airtable, including available APIs, SDKs, or plugins.
    • Define clear integration points within the app’s architecture for each AI tool, such as hooking into the content delivery system for recommendations or the user database for analytics.
    • Plan for data flow adjustments needed to support AI functionalities, ensuring user data is processed and utilized effectively while maintaining privacy and security.

Implementation and Testing

  • Objective: Seamlessly integrate AI enhancements into the app, followed by thorough testing to ensure they function as intended.
  • Actions:
    • Follow the integration guides provided by AI tool vendors, leveraging support channels as needed for troubleshooting.
    • Implement in stages, starting with non-critical features to minimize risk. Use feature flags to control the rollout and easily revert changes if necessary.
    • Conduct comprehensive testing, including unit tests, integration tests, and user acceptance testing (UAT) to validate AI functionalities and ensure they meet user needs.

Monitoring and Optimization

  • Objective: Continuously monitor AI-enhanced features for performance and user satisfaction, optimizing based on collected data and feedback.
  • Actions:
    • Set up monitoring for AI functionalities to track usage patterns, effectiveness, and any issues encountered by users.
    • Analyze user interactions with AI-enhanced features to identify opportunities for further refinement or additional AI integrations.
    • Maintain an ongoing feedback loop with users, specifically targeting AI-enhanced aspects of the app to gather insights and suggestions for improvement.

Implementation Considerations

  • User Consent and Transparency: Clearly communicate with users about the use of AI in the app, especially regarding personal data processing, and obtain necessary consents.
  • Performance Benchmarks: Establish performance benchmarks for AI functionalities to ensure they contribute positively to user experience and app performance.
  • Cost-Benefit Analysis: Evaluate the cost implications of integrating third-party AI services against the anticipated benefits to ensure a positive ROI.

By thoughtfully evaluating and integrating advanced AI tools, you can significantly enhance the personalization and intelligence of your app, driving engagement and providing valuable insights that support iterative improvement and user satisfaction.

Other tools

Payment Processing Integration

  • Lemon Squeezy: Easier to integrate with Bubble for subscriptions.
  • Stripe: Easy for one time purchases.

Landing Page for Pre-Order/Subscription


4. Email Marketing and Notification Services

  • beehiiv

Implementation Plan

  1. Integrate Stripe with Bubble for Payment Processing
    • Utilize Bubble’s Lemon Squeezy plugin to add payment functionalities to your app. Configure it to accept pre-orders/subscriptions, setting up appropriate pricing tiers if needed.
  2. Develop a Compelling Landing Page
  3. Implement Email Marketing Workflows
    • Set up automated email workflows in beehiiv to engage users who show interest. Include confirmation emails for successful pre-orders, periodic updates about the feature’s development, and exclusive content to keep them engaged.
  4. Monitor and Optimize
    • Continuously monitor the performance of your pre-order/subscription funnel. Use analytics from Stripe, your subscription management tool, and landing page metrics to refine your approach and improve conversion rates.


  • User Experience: Ensure the pre-order/subscription process is as smooth as possible. Minimize friction in the payment process and provide clear information about what users are signing up for.
  • Compliance and Security: Adhere to PCI compliance standards for payment processing. Ensure that user data, especially payment information, is handled securely.
  • Transparent Communication: Be clear about timelines, pricing, and what users can expect from the AI mentor feature. Manage expectations to build trust with your early adopters.

By integrating these tools and following the outlined plan, you’ll be equipped to efficiently manage pre-orders/subscriptions for your AI mentor feature, providing a seamless experience for your users and establishing a solid foundation for future revenue generation.