Upload 18 files

actions.py

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+import random
+from typing import Any, Text, Dict, List
+from rasa_sdk import Action, Tracker
+from rasa_sdk.executor import CollectingDispatcher
+
+
+class ActionCheckBalance(Action):
+    def name(self) -> Text:
+        return "action_check_balance"
+
+    def run(self, dispatcher: CollectingDispatcher,
+            tracker: Tracker,
+            domain: Dict[Text, Any]) -> List[Dict[Text, Any]]:
+        
+        balance = round(random.uniform(100, 10000), 2)
+        formatted_balance = f"${balance:,.2f}"
+        account_type = tracker.get_slot("account_type")
+        
+        if account_type:
+            message = f"Your {account_type} account balance is {formatted_balance}."
+        else:
+            message = f"Your current balance is {formatted_balance}."
+        
+        dispatcher.utter_message(text=message)
+        
+        return []

actions/actions.py

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+import random
+from typing import Any, Text, Dict, List
+from rasa_sdk import Action, Tracker
+from rasa_sdk.executor import CollectingDispatcher
+
+
+class ActionCheckBalance(Action):
+    def name(self) -> Text:
+        return "action_check_balance"
+
+    def run(self, dispatcher: CollectingDispatcher,
+            tracker: Tracker,
+            domain: Dict[Text, Any]) -> List[Dict[Text, Any]]:
+        
+        balance = round(random.uniform(100, 10000), 2)
+        formatted_balance = f"${balance:,.2f}"
+        account_type = tracker.get_slot("account_type")
+        
+        if account_type:
+            message = f"Your {account_type} account balance is {formatted_balance}."
+        else:
+            message = f"Your current balance is {formatted_balance}."
+        
+        dispatcher.utter_message(text=message)
+        
+        return []

config.yml

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+# The config recipe.
+# https://rasa.com/docs/rasa/model-configuration/
+recipe: default.v1
+
+# The assistant project unique identifier
+# This default value must be replaced with a unique assistant name within your deployment
+assistant_id: 20250302-074712-connected-cuckoo
+
+# Configuration for Rasa NLU.
+# https://rasa.com/docs/rasa/nlu/components/
+language: en
+
+pipeline:
+  - name: WhitespaceTokenizer
+  - name: CountVectorsFeaturizer
+  - name: CountVectorsFeaturizer
+    analyzer: char_wb
+    min_ngram: 1
+    max_ngram: 4
+  - name: DIETClassifier
+    epochs: 100
+    constrain_similarities: true
+  - name: FallbackClassifier
+    threshold: 0.3
+
+# Configuration for Rasa Core.
+# https://rasa.com/docs/rasa/core/policies/
+policies:
+  - name: MemoizationPolicy
+  - name: RulePolicy
+  - name: UnexpecTEDIntentPolicy
+    max_history: 5
+    epochs: 100
+  - name: TEDPolicy
+    max_history: 5
+    epochs: 100
+    constrain_similarities: true

credentials.yml

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+# This file contains the credentials for the voice & chat platforms
+# which your bot is using.
+# https://rasa.com/docs/rasa/messaging-and-voice-channels
+
+rest:
+#  # you don't need to provide anything here - this channel doesn't
+#  # require any credentials
+
+
+#facebook:
+#  verify: "<verify>"
+#  secret: "<your secret>"
+#  page-access-token: "<your page access token>"
+
+#slack:
+#  slack_token: "<your slack token>"
+#  slack_channel: "<the slack channel>"
+#  slack_signing_secret: "<your slack signing secret>"
+
+#socketio:
+#  user_message_evt: <event name for user message>
+#  bot_message_evt: <event name for bot messages>
+#  session_persistence: <true/false>
+
+#mattermost:
+#  url: "https://<mattermost instance>/api/v4"
+#  token: "<bot token>"
+#  webhook_url: "<callback URL>"
+
+# This entry is needed if you are using Rasa Enterprise. The entry represents credentials
+# for the Rasa Enterprise "channel", i.e. Talk to your bot and Share with guest testers.
+rasa:
+  url: "http://localhost:5002/api"

data/nlu.yml

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+version: "3.1"
+
+nlu:
+- intent: greet
+  examples: |
+    - hey
+    - hello
+    - hi
+    - hello there
+    - good morning
+    - good evening
+    - good afternoon
+    - hey there
+    - greetings
+    - howdy
+    - sup
+    - what's up
+    - hi there
+
+- intent: goodbye
+  examples: |
+    - bye
+    - goodbye
+    - see you around
+    - see you later
+    - have a nice day
+    - catch you later
+    - until next time
+    - bye bye
+    - take care
+    - talk to you later
+    - farewell
+
+- intent: chitchat
+  examples: |
+    - how are you?
+    - how's it going?
+    - what's new?
+    - how's your day?
+    - how was your weekend?
+    - how's life?
+    - what's happening?
+    - how are things?
+    - are you a bot?
+    - are you a human?
+    - who created you?
+    - what can you do?
+    - what's your name?
+    - tell me about yourself
+    - who are you?
+
+- intent: send_money
+  examples: |
+    - I want to send money
+    - transfer money to [John](recipient)
+    - send $[500](amount) to [Sarah](recipient)
+    - can I transfer some funds
+    - I need to wire $[1000](amount)
+    - send money to [my mom](recipient)
+    - transfer $[50](amount) to my [savings](account_type) account
+    - I'd like to make a payment of $[200](amount)
+    - wire $[750](amount) to [David](recipient)
+    - send [100 dollars](amount) to [my brother](recipient)
+    - transfer funds to [Jane](recipient)
+    - move $[300](amount) to my [savings](account_type)
+    - send money
+    - make a transfer
+    - send $[1250](amount) to [Robert](recipient) right away
+    - transfer $[75](amount) to [my landlord](recipient)
+    - move money from [checking](account_type) to [savings](account_type)
+    - send $[200](amount) from my [checking](account_type) account
+    # Form-style brief responses
+    - to [Joe](recipient)
+    - [Joe](recipient)
+    - [Sarah](recipient)
+    - [Mom](recipient)
+    - [my friend](recipient)
+    - $[50](amount)
+    - [50 dollars](amount)
+    - [50](amount)
+    - [75 usd](amount)
+    - [100](amount)
+    - [twenty](amount)
+    - [five hundred](amount)
+    - [1000](amount)
+    - [$25](amount)
+
+- intent: query_balance
+  examples: |
+    - what's my balance
+    - how much money do I have
+    - check my account balance
+    - show me my balance
+    - what's my current balance
+    - how much is in my account
+    - what's my [checking](account_type) balance
+    - how much do I have in [savings](account_type)
+    - check balance
+    - account balance
+    - show balance
+    - how much money is in my [checking](account_type) account
+    - what's left in my account
+    - do I have enough money
+    - balance inquiry
+    - check my [savings](account_type) balance
+    - what's the balance of my [checking](account_type) account
+    - tell me how much I have in [savings](account_type)
+
+- intent: out_of_scope
+  examples: |
+    - I want to apply for a loan
+    - how do I open a new account
+    - I lost my credit card
+    - change my password
+    - reset my PIN
+    - I want to invest in stocks
+    - set up direct deposit
+    - can I get a mortgage
+    - order new checks
+    - report fraud
+    - update my address
+    - I need financial advice
+    - how do I activate my card
+    - cancel my account
+    - apply for a credit card
+    - what are your interest rates
+    - schedule an appointment
+    - what are your business hours
+    - where is the nearest branch
+    - I need to deposit a check
+    - can I get an overdraft fee waived
+    - I need a statement
+    - what's my credit score
+    - I need to dispute a transaction
+    - set up automatic payments
+    - I need a cashier's check
+    - what's the routing number

data/rules.yml

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+version: "3.1"
+
+rules:
+  - rule: Greet user
+    steps:
+      - intent: greet
+      - action: utter_greet
+
+  - rule: Say goodbye
+    steps:
+      - intent: goodbye
+      - action: utter_goodbye
+
+  - rule: Respond to chitchat
+    steps:
+      - intent: chitchat
+      - action: utter_chitchat
+
+  - rule: Handle out of scope requests
+    steps:
+      - intent: out_of_scope
+      - action: utter_out_of_scope
+
+  - rule: Activate send money form
+    steps:
+      - intent: send_money
+      - action: send_money_form
+      - active_loop: send_money_form
+
+  - rule: Submit send money form
+    condition:
+      - active_loop: send_money_form
+    steps:
+      - action: send_money_form
+      - active_loop: null
+      - slot_was_set:
+          - requested_slot: null
+      - action: utter_send_money_form_complete
+
+  - rule: Query balance
+    steps:
+      - intent: query_balance
+      - action: action_check_balance
+
+  - rule: Fallback rule
+    steps:
+      - intent: nlu_fallback
+      - action: utter_default

data/stories.yml

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+version: "3.1"
+
+stories:
+  - story: Greet and check balance
+    steps:
+      - intent: greet
+      - action: utter_greet
+      - intent: query_balance
+      - action: action_check_balance
+      - intent: goodbye
+      - action: utter_goodbye
+
+  - story: Greet and send money complete flow
+    steps:
+      - intent: greet
+      - action: utter_greet
+      - intent: send_money
+        entities:
+          - recipient: "John"
+          - amount: 100
+      - action: send_money_form
+      - active_loop: send_money_form
+      - active_loop: null
+      - action: utter_send_money_form_complete
+      - intent: goodbye
+      - action: utter_goodbye
+
+  - story: Greet and send money partial information (ask for amount)
+    steps:
+      - intent: greet
+      - action: utter_greet
+      - intent: send_money
+        entities:
+          - recipient: "Sarah"
+      - action: send_money_form
+      - active_loop: send_money_form
+      - slot_was_set:
+          - requested_slot: amount
+      - action: utter_send_money_ask_amount
+      - intent: send_money
+        entities:
+          - amount: 50
+      - action: send_money_form
+      - active_loop: null
+      - action: utter_send_money_form_complete
+      - intent: goodbye
+      - action: utter_goodbye
+      
+  - story: Send money with missing recipient
+    steps:
+      - intent: send_money
+        entities:
+          - amount: 100
+      - action: send_money_form
+      - active_loop: send_money_form
+      - slot_was_set:
+          - requested_slot: recipient
+      - action: utter_send_money_ask_recipient
+      - intent: send_money
+        entities:
+          - recipient: "Mom"
+      - action: send_money_form
+      - active_loop: null
+      - action: utter_send_money_form_complete
+
+  - story: Chitchat and then check balance
+    steps:
+      - intent: chitchat
+      - action: utter_chitchat
+      - intent: query_balance
+      - action: action_check_balance
+
+  - story: Check balance for specific account
+    steps:
+      - intent: query_balance
+        entities:
+          - account_type: "savings"
+      - action: action_check_balance
+
+  - story: Out of scope then redirect to supported feature
+    steps:
+      - intent: out_of_scope
+      - action: utter_out_of_scope
+      - intent: query_balance
+      - action: action_check_balance
+
+  - story: Send money then check balance
+    steps:
+      - intent: send_money
+        entities:
+          - recipient: "Mom"
+          - amount: 200
+      - action: send_money_form
+      - active_loop: send_money_form
+      - active_loop: null
+      - action: utter_send_money_form_complete
+      - intent: query_balance
+      - action: action_check_balance
+
+  - story: Greet, chitchat, and then send money
+    steps:
+      - intent: greet
+      - action: utter_greet
+      - intent: chitchat
+      - action: utter_chitchat
+      - intent: send_money
+      - action: send_money_form
+      - active_loop: send_money_form
+      - slot_was_set:
+          - requested_slot: recipient
+      - intent: send_money
+        entities:
+          - recipient: "David"
+      - action: send_money_form
+      - slot_was_set:
+          - requested_slot: amount
+      - intent: send_money
+        entities:
+          - amount: 75
+      - action: send_money_form
+      - active_loop: null
+      - action: utter_send_money_form_complete

domain.yml

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+version: "3.1"
+
+intents:
+  - greet
+  - goodbye
+  - chitchat
+  - send_money
+  - query_balance
+  - out_of_scope
+
+entities:
+  - recipient
+  - amount
+  - account_type
+
+slots:
+  recipient:
+    type: text
+    influence_conversation: true
+    mappings:
+    - type: from_entity
+      entity: recipient
+  
+  amount:
+    type: float
+    influence_conversation: true
+    mappings:
+    - type: from_entity
+      entity: amount
+  
+  account_type:
+    type: categorical
+    values:
+      - savings
+      - checking
+    influence_conversation: true
+    mappings:
+    - type: from_entity
+      entity: account_type
+
+actions:
+  - action_check_balance
+
+responses:
+  utter_greet:
+    - text: "Hello! I'm your banking assistant. How can I help you today?"
+    - text: "Hi there! Welcome to our banking service. What would you like to do?"
+    - text: "Good day! I'm here to assist with your banking needs. How may I help you?"
+
+  utter_goodbye:
+    - text: "Goodbye! Have a great day."
+    - text: "Thanks for using our banking service. Goodbye!"
+    - text: "It was nice assisting you. Until next time!"
+
+  utter_chitchat:
+    - text: "I'm a banking assistant designed to help you with basic banking tasks like checking your balance or sending money."
+    - text: "I was created to make banking easier for you. How can I assist you today?"
+
+  utter_send_money_form_complete:
+    - text: "I've initiated a transfer of ${amount} to {recipient}. The transaction should be completed within 24 hours."
+    - text: "Your payment of ${amount} to {recipient} has been processed. It will be completed shortly."
+
+  utter_ask_recipient:
+    - text: "Who would you like to send money to?"
+    - text: "Please provide the name or account details of the recipient."
+
+  utter_ask_amount:
+    - text: "How much would you like to send?"
+    - text: "What amount would you like to transfer?"
+
+  utter_out_of_scope:
+    - text: "I'm sorry, I can only help with checking your balance and sending money at the moment. For other banking services, please call our customer service at 1-800-BANK or visit our website."
+
+  utter_default:
+    - text: "I didn't quite catch that. I can help you with checking your balance or sending money."
+
+session_config:
+  session_expiration_time: 60
+  carry_over_slots_to_new_session: true
+
+forms:
+  send_money_form:
+    required_slots:
+      - recipient
+      - amount

endpoints.yml

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+# This file contains the different endpoints your bot can use.
+
+# Server where the models are pulled from.
+# https://rasa.com/docs/rasa/model-storage#fetching-models-from-a-server
+
+#models:
+#  url: http://my-server.com/models/default_core@latest
+#  wait_time_between_pulls:  10   # [optional](default: 100)
+
+# Server which runs your custom actions.
+# https://rasa.com/docs/rasa/custom-actions
+
+action_endpoint:
+  url: "http://0.0.0.0:5055/webhook"
+
+# Tracker store which is used to store the conversations.
+# By default the conversations are stored in memory.
+# https://rasa.com/docs/rasa/tracker-stores
+
+#tracker_store:
+#    type: redis
+#    url: <host of the redis instance, e.g. localhost>
+#    port: <port of your redis instance, usually 6379>
+#    db: <number of your database within redis, e.g. 0>
+#    password: <password used for authentication>
+#    use_ssl: <whether or not the communication is encrypted, default false>
+
+#tracker_store:
+#    type: mongod
+#    url: <url to your mongo instance, e.g. mongodb://localhost:27017>
+#    db: <name of the db within your mongo instance, e.g. rasa>
+#    username: <username used for authentication>
+#    password: <password used for authentication>
+
+# Event broker which all conversation events should be streamed to.
+# https://rasa.com/docs/rasa/event-brokers
+
+#event_broker:
+#  url: localhost
+#  username: username
+#  password: password
+#  queue: queue

nlu.yml

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+version: "3.1"
+
+nlu:
+- intent: greet
+  examples: |
+    - hey
+    - hello
+    - hi
+    - hello there
+    - good morning
+    - good evening
+    - good afternoon
+    - hey there
+    - greetings
+    - howdy
+    - sup
+    - what's up
+    - hi there
+
+- intent: goodbye
+  examples: |
+    - bye
+    - goodbye
+    - see you around
+    - see you later
+    - have a nice day
+    - catch you later
+    - until next time
+    - bye bye
+    - take care
+    - talk to you later
+    - farewell
+
+- intent: chitchat
+  examples: |
+    - how are you?
+    - how's it going?
+    - what's new?
+    - how's your day?
+    - how was your weekend?
+    - how's life?
+    - what's happening?
+    - how are things?
+    - are you a bot?
+    - are you a human?
+    - who created you?
+    - what can you do?
+    - what's your name?
+    - tell me about yourself
+    - who are you?
+
+- intent: send_money
+  examples: |
+    - I want to send money
+    - transfer money to [John](recipient)
+    - send $[500](amount) to [Sarah](recipient)
+    - can I transfer some funds
+    - I need to wire $[1000](amount)
+    - send money to [my mom](recipient)
+    - transfer $[50](amount) to my [savings](account_type) account
+    - I'd like to make a payment of $[200](amount)
+    - wire $[750](amount) to [David](recipient)
+    - send [100 dollars](amount) to [my brother](recipient)
+    - transfer funds to [Jane](recipient)
+    - move $[300](amount) to my [savings](account_type)
+    - send money
+    - make a transfer
+    - send $[1250](amount) to [Robert](recipient) right away
+    - transfer $[75](amount) to [my landlord](recipient)
+    - move money from [checking](account_type) to [savings](account_type)
+    - send $[200](amount) from my [checking](account_type) account
+    # Form-style brief responses
+    - to [Joe](recipient)
+    - [Joe](recipient)
+    - [Sarah](recipient)
+    - [Mom](recipient)
+    - [my friend](recipient)
+    - $[50](amount)
+    - [50 dollars](amount)
+    - [50](amount)
+    - [75 usd](amount)
+    - [100](amount)
+    - [twenty](amount)
+    - [five hundred](amount)
+    - [1000](amount)
+    - [$25](amount)
+
+- intent: query_balance
+  examples: |
+    - what's my balance
+    - how much money do I have
+    - check my account balance
+    - show me my balance
+    - what's my current balance
+    - how much is in my account
+    - what's my [checking](account_type) balance
+    - how much do I have in [savings](account_type)
+    - check balance
+    - account balance
+    - show balance
+    - how much money is in my [checking](account_type) account
+    - what's left in my account
+    - do I have enough money
+    - balance inquiry
+    - check my [savings](account_type) balance
+    - what's the balance of my [checking](account_type) account
+    - tell me how much I have in [savings](account_type)
+
+- intent: out_of_scope
+  examples: |
+    - I want to apply for a loan
+    - how do I open a new account
+    - I lost my credit card
+    - change my password
+    - reset my PIN
+    - I want to invest in stocks
+    - set up direct deposit
+    - can I get a mortgage
+    - order new checks
+    - report fraud
+    - update my address
+    - I need financial advice
+    - how do I activate my card
+    - cancel my account
+    - apply for a credit card
+    - what are your interest rates
+    - schedule an appointment
+    - what are your business hours
+    - where is the nearest branch
+    - I need to deposit a check
+    - can I get an overdraft fee waived
+    - I need a statement
+    - what's my credit score
+    - I need to dispute a transaction
+    - set up automatic payments
+    - I need a cashier's check
+    - what's the routing number

rules.yml

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+version: "3.1"
+
+rules:
+  - rule: Greet user
+    steps:
+      - intent: greet
+      - action: utter_greet
+
+  - rule: Say goodbye
+    steps:
+      - intent: goodbye
+      - action: utter_goodbye
+
+  - rule: Respond to chitchat
+    steps:
+      - intent: chitchat
+      - action: utter_chitchat
+
+  - rule: Handle out of scope requests
+    steps:
+      - intent: out_of_scope
+      - action: utter_out_of_scope
+
+  - rule: Activate send money form
+    steps:
+      - intent: send_money
+      - action: send_money_form
+      - active_loop: send_money_form
+
+  - rule: Submit send money form
+    condition:
+      - active_loop: send_money_form
+    steps:
+      - action: send_money_form
+      - active_loop: null
+      - slot_was_set:
+          - requested_slot: null
+      - action: utter_send_money_form_complete
+
+  - rule: Query balance
+    steps:
+      - intent: query_balance
+      - action: action_check_balance
+
+  - rule: Fallback rule
+    steps:
+      - intent: nlu_fallback
+      - action: utter_default

stories.yml

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+version: "3.1"
+
+stories:
+  - story: Greet and check balance
+    steps:
+      - intent: greet
+      - action: utter_greet
+      - intent: query_balance
+      - action: action_check_balance
+      - intent: goodbye
+      - action: utter_goodbye
+
+  - story: Greet and send money complete flow
+    steps:
+      - intent: greet
+      - action: utter_greet
+      - intent: send_money
+        entities:
+          - recipient: "John"
+          - amount: 100
+      - action: send_money_form
+      - active_loop: send_money_form
+      - active_loop: null
+      - action: utter_send_money_form_complete
+      - intent: goodbye
+      - action: utter_goodbye
+
+  - story: Greet and send money partial information (ask for amount)
+    steps:
+      - intent: greet
+      - action: utter_greet
+      - intent: send_money
+        entities:
+          - recipient: "Sarah"
+      - action: send_money_form
+      - active_loop: send_money_form
+      - slot_was_set:
+          - requested_slot: amount
+      - action: utter_send_money_ask_amount
+      - intent: send_money
+        entities:
+          - amount: 50
+      - action: send_money_form
+      - active_loop: null
+      - action: utter_send_money_form_complete
+      - intent: goodbye
+      - action: utter_goodbye
+      
+  - story: Send money with missing recipient
+    steps:
+      - intent: send_money
+        entities:
+          - amount: 100
+      - action: send_money_form
+      - active_loop: send_money_form
+      - slot_was_set:
+          - requested_slot: recipient
+      - action: utter_send_money_ask_recipient
+      - intent: send_money
+        entities:
+          - recipient: "Mom"
+      - action: send_money_form
+      - active_loop: null
+      - action: utter_send_money_form_complete
+
+  - story: Chitchat and then check balance
+    steps:
+      - intent: chitchat
+      - action: utter_chitchat
+      - intent: query_balance
+      - action: action_check_balance
+
+  - story: Check balance for specific account
+    steps:
+      - intent: query_balance
+        entities:
+          - account_type: "savings"
+      - action: action_check_balance
+
+  - story: Out of scope then redirect to supported feature
+    steps:
+      - intent: out_of_scope
+      - action: utter_out_of_scope
+      - intent: query_balance
+      - action: action_check_balance
+
+  - story: Send money then check balance
+    steps:
+      - intent: send_money
+        entities:
+          - recipient: "Mom"
+          - amount: 200
+      - action: send_money_form
+      - active_loop: send_money_form
+      - active_loop: null
+      - action: utter_send_money_form_complete
+      - intent: query_balance
+      - action: action_check_balance
+
+  - story: Greet, chitchat, and then send money
+    steps:
+      - intent: greet
+      - action: utter_greet
+      - intent: chitchat
+      - action: utter_chitchat
+      - intent: send_money
+      - action: send_money_form
+      - active_loop: send_money_form
+      - slot_was_set:
+          - requested_slot: recipient
+      - intent: send_money
+        entities:
+          - recipient: "David"
+      - action: send_money_form
+      - slot_was_set:
+          - requested_slot: amount
+      - intent: send_money
+        entities:
+          - amount: 75
+      - action: send_money_form
+      - active_loop: null
+      - action: utter_send_money_form_complete