Legacy Transfer Solutions partnered with Futuralis to build a secure, website-integrated AI chatbot on AWS. Using Amazon Bedrock, AWS Lambda, API Gateway, Amazon S3, and Bedrock Guardrails, the solution delivers real-time, context-aware responses grounded in approved business content. The chatbot improves customer engagement, response accuracy, scalability, and operational visibility.
LTS required a responsive chatbot experience that could be embedded into the existing website and support bidirectional communication.
The solution needed to maintain conversation context, manage user sessions, and reliably process messages across multiple interactions.
The chatbot needed to generate intelligent answers while relying only on approved internal documents, FAQs, and business information.
Strong guardrails and filtering mechanisms were required to prevent unsafe, irrelevant, or out-of-scope responses.
The solution required comprehensive logging, monitoring, tracing, performance testing, security validation, and deployment documentation before launch.
Website visitors can receive immediate answers to frequently asked questions without waiting for manual assistance.
RAG-based retrieval grounds chatbot responses in approved LTS documents, FAQs, and knowledge-base content.
The serverless AWS architecture minimizes infrastructure management and automatically scales based on demand.
Bedrock Guardrails and filtering controls restrict responses to secure, appropriate, and domain-relevant topics.
The chatbot architecture can be extended to support multilingual conversations, CRM integration, analytics, live-agent escalation, and additional knowledge sources.
LTS needed to improve website-based customer interaction by introducing an AI assistant that could answer common customer questions in real time while staying within approved domain boundaries. The chatbot needed to integrate with the website, retain conversation context, use internal documents for retrieval, and include filtering mechanisms to prevent irrelevant or unsafe responses.
LTS partnered with Futuralis because of its experience building AWS-native generative AI applications, serverless APIs, Bedrock Agent architectures, secure cloud deployments, and customer-facing digital experiences.
AWS provided the managed services required to deliver the chatbot quickly and securely without requiring LTS to operate custom AI infrastructure. Futuralis used AWS services to combine real-time APIs, Bedrock foundation models, RAG-based knowledge retrieval, guardrails, frontend integration, and operational monitoring into a production-ready chatbot foundation.
Futuralis designed the solution around:
Futuralis designed and implemented a website AI chatbot assistant on AWS using Amazon Bedrock, Bedrock Agents, Bedrock Guardrails, API Gateway WebSocket APIs, AWS Lambda, Amazon S3, Amazon CloudFront, Amazon Route 53, CloudWatch, and X-Ray. The implementation covered discovery, architecture, backend development, frontend integration, testing, deployment, and handover.
Discovery, Planning, and AWS Setup:
Real-Time API and Serverless Backend:
Bedrock, RAG, and Guardrail Integration:
Frontend, Observability, Testing, and Go-Live:
Legacy Transfer Solutions (LTS), founded by Gabrielle Eskin, operates in the professional services and legacy planning industry. The company provides legacy transfer and estate planning services to individual and corporate clients. LTS needed to modernize their client engagement by providing instant, AI-powered assistance to website visitors seeking information about their services.
