Set up Conversational Finance

Setting up Conversational Finance consists of the following steps:

1. Install hila

   Install hila for your cloud provider.

2. Configure Conversational Finance

   Configure LLMs with your API token, configure data ingestion, and run the CF notebook to install Conversational Finance on hila.

3. Prepare your data

   Prepare your data for ingestion into Conversational Finance, then send the schema to your Professional Services or client IT contact to finish preparations to interface your data to hila.

4. Ingest new data

   After you have installed and configured hila and ingested your initial batch of data, you need to ingest new data as it becomes available.

Note: If the data you want to ingest does not follow the standard Conversational Finance schema, you can ingest data using a custom format. See Ingest custom data.