rasa-pro 3.14.0.dev20250825__py3-none-any.whl → 3.14.0.dev20250922__py3-none-any.whl

rasa/cli/project_templates/finance/data/accounts/check_balance.yml

@@ -0,0 +1,9 @@
+flows:
+  check_balance:
+    description: |
+      Guides the user through retrieving their account balance by requesting an
+      account number or an account name and returning the balance on the selected account
+    name: check account balance
+    steps:
+      - action: check_balance
+      - action: utter_current_balance

rasa/cli/project_templates/finance/data/accounts/download_statements.yml

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+flows:
+  download_statements:
+    name: download account statements
+    description: Allow users to download their monthly account statements in PDF or CSV format.
+    steps:
+      - collect: statement_month
+        description: "The specific month the user wants the account statement for."
+        utter: utter_ask_statement_month
+      - collect: statement_year
+        description: "The specific year of the account statement requested by the user."
+        utter: utter_ask_statement_year
+      - collect: statement_format
+        description: "The preferred file format for the statement: PDF or CSV."
+      - collect: confirmation
+        description: "Confirms whether the user wishes to proceed; accepts True or False, yes or no."
+        utter: utter_ask_statement_download_confirmation
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_statement_download_cancelled
+                next: END
+          - else: initiate_download
+      - id: initiate_download
+        action: utter_statement_download_complete
+        next: END

rasa/cli/project_templates/finance/data/bills/bill_pay_reminder.yml

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+flows:
+  bill_pay_reminder:
+    name: set up bill payment reminder
+    description: Help users set up automatic reminders for recurring bill payments.
+    steps:
+      - collect: biller_name
+        description: The name of the company or person the bill is paid to.
+      - collect: bill_due_date
+        description: The date the bill is due.
+      - collect: reminder_frequency
+        description: How often the reminder should be sent (once, monthly, weekly).
+      - id: confirm_reminder
+        collect: confirmation
+        utter: utter_ask_bill_pay_reminder_confirmation
+        description: Asks the user to confirm setting the reminder.
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_bill_pay_reminder_cancelled
+                next: END
+          - else: setup_bill_pay_reminder
+      - id: setup_bill_pay_reminder
+        action: utter_bill_pay_reminder_complete
+        next: END

rasa/cli/project_templates/finance/data/cards/activate_card.yml

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+flows:
+  activate_card:
+    description: Activates user's card.
+    name: activate card
+    steps:
+      - action: utter_start_activate_card
+
+      - id: get_bank_card_number
+        collect: bank_card_number
+        description: The number of the card user wants to activate
+        ask_before_filling: true
+
+      - action: check_that_card_exists
+        next:
+          - if: not slots.return_value
+            then:
+              - action: utter_bank_card_not_found
+                next: get_bank_card_number
+          - else: activation_confirmation
+
+      - id: activation_confirmation
+        collect: confirmation
+        description: "Confirms the request for a card activation; accepts True or False, yes or no."
+        utter: utter_ask_activate_card_confirmation
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_activate_card_cancelled
+                next: END
+          - else: execute_activation
+
+      - id: execute_activation
+        action: utter_activate_card_successful
+        next: END

rasa/cli/project_templates/finance/data/cards/block_card.yml

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+flows:
+  block_card:
+    description: Applies a permanent or temporary block to stolen, lost or compromised banking cards.
+    name: block card
+    steps:
+      - action: utter_start_block_card
+
+      - id: get_bank_card_number
+        collect: bank_card_number
+        description: The number of the card user wants to block
+        ask_before_filling: true
+
+      - action: check_that_card_exists
+        next:
+          - if: not slots.return_value
+            then:
+              - action: utter_bank_card_not_found
+                next: get_bank_card_number
+          - else: permanent_or_temporary_block
+
+      - id: permanent_or_temporary_block
+        collect: card_block_type
+        description: Indicates if the user wants a temporary or permanent block on their card.
+
+      - id: confirm_block_card
+        collect: confirmation
+        description: "Confirms the request for card blocking; accepts True or False, yes or no."
+        utter: utter_ask_block_card_confirmation
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_block_card_cancelled
+                next: END
+          - if: slots.card_block_type is "permanent"
+            then: execute_permanent_block
+          - else: execute_temporary_freeze
+
+      - id: execute_permanent_block
+        action: utter_block_card_successful
+        next: END
+
+      - id: execute_temporary_freeze
+        action: utter_freeze_card_successful
+        next: END

rasa/cli/project_templates/finance/data/cards/list_cards.yml

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+flows:
+  list_cards:
+    name: Show cards along with the account information the cards are linked to.
+    description: show your card list
+    steps:
+      - action: list_cards
+        next:
+          - if: slots.cards_list
+            then:
+              - action: utter_list_cards
+                next: END
+          - else:
+              - action: utter_no_cards
+                next: END

rasa/cli/project_templates/finance/data/cards/replace_card.yml

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+flows:
+  replace_card:
+    description: Replaces an existing card if it’s lost, stolen, damaged, or compromised (including suspected fraud).
+    name: replace card
+    steps:
+      - collect: confirm_correct_card
+        description: "Confirms whether the displayed card is the correct one to replace; accepts True or False, yes or no."
+        ask_before_filling: true
+        next:
+          - if: slots.confirm_correct_card
+            then:
+              - call: replace_eligible_card
+                next: END
+          - else:
+              - action: utter_relevant_card_not_linked
+                next: END

rasa/cli/project_templates/finance/data/cards/replace_eligible_card.yml

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+flows:
+  replace_eligible_card:
+    description: |
+      Guides the user through replacing an eligible card based on the reason (lost, damaged, or unknown)
+      and addresses potential fraud if needed
+    name: replace eligible card
+    steps:
+      - collect: replacement_reason
+        description: "Indicates why the user needs to replace their card: lost, damaged, or reason unknown."
+        next:
+          - if: slots.replacement_reason == "lost"
+            then:
+              - collect: was_card_used_fraudulently
+                description: "Indicates whether the card has been used for unauthorized or fraudulent transactions; accepts True or False, yes or no."
+                ask_before_filling: true
+                next:
+                  - if: slots.was_card_used_fraudulently
+                    then:
+                      - action: utter_report_fraud
+                        next: END
+                  - else: start_replacement
+          - if: slots.replacement_reason == "damaged"
+            then: start_replacement
+          - else:
+            - action: utter_unknown_replacement_reason_handover
+              next: END
+      - id: start_replacement
+        action: utter_will_cancel_and_send_new
+      - action: utter_new_card_has_been_ordered

rasa/cli/project_templates/finance/data/contacts/add_contact.yml

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+flows:
+  add_contact:
+    description: Add a person with their contact details to your contacts list to enable simplified payments.
+    name: add a contact
+    steps:
+      - collect: add_contact_handle
+        description: The persons handle or username starting with @.
+      - collect: add_contact_name
+        description: a name of a person
+      - collect: confirmation
+        utter: utter_ask_add_contact_confirmation
+        description: Confirms whether the user wishes to proceed; accepts True or False, yes or no.
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_add_contact_cancelled
+                next: END
+          - else: add_contact
+      - id: add_contact
+        action: add_contact
+        next:
+          - if: "slots.return_value = 'success'"
+            then:
+              - action: utter_contact_added
+                next: END
+          - if: "slots.return_value = 'already_exists'"
+            then:
+              - action: utter_contact_already_exists
+                next: END
+          - else:
+              - action: utter_add_contact_error
+                next: END

rasa/cli/project_templates/finance/data/contacts/list_contacts.yml

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+flows:
+  list_contacts:
+    name: Show the people in your contacts list along with their details. The user can transfer money to these contacts, so they are valid payees as well.
+    description: show your contact list
+    steps:
+      - action: list_contacts
+        next:
+          - if: slots.contacts_list
+            then:
+              - action: utter_list_contacts
+                next: END
+          - else:
+              - action: utter_no_contacts
+                next: END

rasa/cli/project_templates/finance/data/contacts/remove_contact.yml

@@ -0,0 +1,31 @@
+flows:
+  remove_contact:
+    name: remove a contact
+    description: Remove somebody and their details from your contacts list.
+    steps:
+      - collect: remove_contact_handle
+        description: The handle or username starting with @ of the contact to be removed.
+      - collect: confirmation
+        utter: utter_ask_remove_contact_confirmation
+        description: Confirms whether the user wishes to proceed; accepts True or False, yes or no.
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_remove_contact_cancelled
+                next: END
+          - else: remove_contact
+      - id: remove_contact
+        action: remove_contact
+        next:
+          - if: "slots.return_value = 'success'"
+            then:
+              - action: utter_remove_contact_success
+                next: END
+          - if: "slots.return_value = 'not_found'"
+            then:
+              - action: utter_contact_not_in_list
+                next: END
+          - else:
+              - action: utter_remove_contact_error
+                next: END

rasa/cli/project_templates/finance/data/data.md

@@ -0,0 +1,14 @@
+## 📂 `data/` – The Agent's Business Logic
+
+This folder holds files that define your agent’s skills using "flows". [1](https://rasa.com/docs/pro/build/writing-flows) Each flow is a step-by-step conversation pattern (like a recipe) for handling a user goal (e.g., checking a balance, updating an address).
+
+**What you'll find:**
+- **accounts/**: Account management flows (balance checking, statement downloads)
+- **bills/**: Bill payment flows and reminders
+- **cards/**: Card management flows (activation, blocking, replacement, listing)
+- **contacts/**: Contact management flows (add, list, remove trusted contacts)
+- **transfers/**: Money transfer flows (account-to-account, third-party payments)
+- **general/**: General banking conversations (greetings, help, support)
+
+**Edit YAML files in this folder** to add new banking features, modify existing flows, or adjust what the agent asks customers.
+

rasa/cli/project_templates/finance/data/general/bot_challenge.yml

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+flows:
+  bot_challenge:
+    name: bot challenge
+    description: This flow clarifies that the user is talking to a chatbot, when the user ask if they are talking to a chatbot or a human
+    steps:
+      - action: utter_bot_challenge

rasa/cli/project_templates/finance/data/general/feedback.yml

@@ -0,0 +1,20 @@
+# Simple thumbs up/down feedback flow
+flows:
+  leave_feedback:
+    description: This flow collects simple thumbs up or thumbs down feedback
+    if: False # Flow guard to prevent direct triggering
+    steps:
+      - collect: feedback_rating
+        description: Ask user for thumbs up or thumbs down feedback
+      - id: feedback_response
+        noop: true
+        next:
+          - if: slots.feedback_rating == "thumbs_up"
+            then: positive_response
+          - else: negative_response
+      - id: positive_response
+        action: utter_thankyou_positive
+        next: END
+      - id: negative_response
+        action: utter_thankyou_negative
+        next: END

rasa/cli/project_templates/finance/data/general/goodbye.yml

@@ -0,0 +1,6 @@
+flows: 
+  goodbye:
+    description: Handle user goodbye messages, say farewell, and collect feedback
+    steps:
+      - action: utter_goodbye
+      - link: leave_feedback

rasa/cli/project_templates/finance/data/general/hello.yml

@@ -0,0 +1,6 @@
+flows:
+  hello:
+    description: Flow for greeting the user hello
+    name: hello
+    steps:
+      - action: utter_hello

rasa/cli/project_templates/finance/data/general/help.yml

@@ -0,0 +1,9 @@
+flows:
+  help:
+    description: This flow addresses user inquiries about the agent's capabilities.
+      It starts by acknowledging the user's request and providing a clear overview of
+      key skills and services. This helps users understand how the agent can assist
+      them effectively.
+    name: help
+    steps:
+      - action: utter_help

rasa/cli/project_templates/finance/data/general/human_handoff.yml

@@ -0,0 +1,16 @@
+version: "3.1"
+flows:
+  human_handoff:
+    description: When you are unable to handle the request or the user is frustrated - offers to hand the user over to a live human agent. 
+    steps:
+      - collect: confirm_human_handoff
+        ask_before_filling: True
+        next:
+          - if: slots.confirm_human_handoff
+            then:
+            - action: utter_transferring_to_human
+            - action: action_human_handoff
+              next: END
+          - else:
+            - action: utter_human_handoff_cancelled
+              next: END

rasa/cli/project_templates/finance/data/general/welcome.yml

@@ -0,0 +1,9 @@
+flows:
+  welcome:
+    if: False
+    description: |
+      This flow is designed to greet and onboard new users who initiate a welcome intent.
+      It begins with an initial greeting message to establish a friendly interaction.
+    name: say hello
+    steps:
+      - action: utter_greeting

rasa/cli/project_templates/finance/data/system/patterns/pattern_completed.yml

@@ -0,0 +1,7 @@
+flows: 
+  pattern_completed:
+    description: A flow has been completed and there is nothing else to be done
+    if: False
+    steps:
+      - noop: true
+        next: END

rasa/cli/project_templates/finance/data/system/patterns/pattern_correction.yml

@@ -0,0 +1,7 @@
+flows:
+  pattern_correction:
+    description: Handle a correction of a slot value.
+    name: pattern correction
+    steps:
+      - action: action_correct_flow_slot
+        next: "END"

rasa/cli/project_templates/finance/data/system/patterns/pattern_search.yml

@@ -0,0 +1,8 @@
+flows:
+  pattern_search:
+    name: pattern_search
+    description: Flow for handling knowledge-based questions
+    steps:
+    - id: 0_action_trigger_search
+      next: END
+      action: action_trigger_search

rasa/cli/project_templates/finance/data/system/patterns/pattern_session_start.yml

@@ -0,0 +1,8 @@
+flows:
+  pattern_session_start:
+    description: Flow for starting the conversation
+    name: pattern session start
+    nlu_trigger:
+        - intent: session_start
+    steps:
+      - link: welcome

rasa/cli/project_templates/finance/data/transfers/check_transfer_limit.yml

@@ -0,0 +1,18 @@
+flows:
+  check_transfer_limit:
+    description: Provides the maximum allowed amount the user can send or transfer per transaction, per day, or per month, as set by account policies—not the current available balance.
+    steps:
+
+      - collect: transfer_limit_type
+        description: Daily or monthly transfer limit.
+
+      - action: check_transfer_limit
+        next:
+          - if: not slots.return_value
+            then:
+              - action: utter_transfer_limit_error
+                next: END
+          - else: show_transfer_limit
+
+      - id: show_transfer_limit
+        action: utter_show_transfer_limit

rasa/cli/project_templates/finance/data/transfers/list_transactions.yml

@@ -0,0 +1,46 @@
+flows:
+  list_transactions:
+    name: Show Recent Transactions
+    description: |
+      Enables users to quickly view their most recent account transactions. 
+      After presenting these, the users has the option to view their scheduled (upcoming) 
+      transactions.
+    steps:
+      - action: list_transactions
+      - action: utter_transactions
+      - collect: list_transactions_next_option
+        ask_before_filling: true
+        next:
+          - if: slots.list_transactions_next_option == "show_scheduled_transactions"
+            then: show_scheduled_transactions
+          - if: slots.list_transactions_next_option == "show_all_transactions"
+            then: show_all_transactions
+          - else:
+            - action: utter_no_next_option
+              next: END
+      - id: show_scheduled_transactions
+        link: list_scheduled_transactions
+      - id: show_all_transactions
+        link: list_all_transactions
+
+  list_all_transactions:
+    name: View All Transactions
+    description: |
+      Enables users to view all of their account transactions.
+    if: False
+    steps:
+      - set_slots:
+         - full_transaction_list: true
+      - action: list_transactions
+      - action: utter_transactions
+      - set_slots:
+         - full_transaction_list: false
+
+  list_scheduled_transactions:
+    name: List scheduled Transactions
+    if: False
+    description: |
+      Shows only the upcoming scheduled transactions of the account.
+    steps:
+    - action: utter_scheduled_transactions
+      next: END

rasa/cli/project_templates/finance/data/transfers/move_money_between_accounts.yml

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+flows:
+
+  move_money_between_accounts:
+    name: move money between accounts
+    description: Transfers money between user's own accounts.
+    if: False
+
+    steps:
+      - collect: self_transfer_source_account
+        description: The user's source account from which the money will be transferred.
+        # rejections:
+        #   - if: self_transfer_destination_account == slots.self_transfer_source_account
+        #     utter: utter_accounts_invalid
+
+      - collect: self_transfer_destination_account
+        description: The destination account that will receive the funds.
+        # rejections:
+        #   - if: self_transfer_destination_account == slots.self_transfer_source_account
+        #     utter: utter_accounts_invalid
+
+      - id: ask_amount
+        collect: amount_of_money
+        description: |
+          The amount of money to transfer, without specifying the currency symbol
+          (e.g., 250.00).
+
+      - action: check_transfer_funds
+        next:
+          - if: not slots.has_sufficient_funds
+            then:
+              - action: utter_transfer_money_insufficient_funds
+              - set_slots:
+                  - amount_of_money: null
+                  - has_sufficient_funds: null
+                next: ask_amount
+          - else: confirm_transfer
+
+      - id: confirm_transfer
+        collect: confirmation
+        utter: utter_ask_self_transfer_final_confirmation
+        description: User confirmation to proceed with the transfer between their accounts; accepts True or False, yes or no.
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_transfer_cancelled
+                next: END
+          - else: execute_transfer
+      - id: execute_transfer
+        action: utter_self_transfer_completed
+        next: END

rasa/cli/project_templates/finance/data/transfers/transfer_money.yml

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+flows:
+  transfer_money:
+    name: transfer money
+    description: |
+      Handles the following types of money transfers initiated by the user:
+      - "Third Party": Transfer money to another person, business or service within domestic banks. Third party transfer can be immediate, scheduled, or set up as a recurring payments.
+      - "Self transfer": Transfer funds between user's own accounts at the same bank (immediate only).
+
+    steps:
+      - id: choose_transfer_type
+        collect: transfer_type
+        description: |
+          Specifies the type of transfer based on the intended recipient:
+          - "Self transfer": Moving money between the user's own accounts at the same bank.
+          - "Third party": Sending money to another person, business, or paying a bill domestically (inside the country). Includes friends, family, companies, service providers.
+
+          If the user mentions sending money to a person, a business, paying a bill, or setting up a recurring payment, set "third party" transfer.
+          If the user mentions transferring funds between their own accounts (e.g., moving money from savings to checking), set "self transfer".
+        next:
+          - if: slots.transfer_type == "self transfer"
+            then: perform_self_transfer
+          - if: slots.transfer_type == "third party"
+            then: perform_third_party_transfer
+          - else:
+              - action: utter_inform_on_wrong_transfer_type
+                next: choose_transfer_type
+
+      - id: perform_self_transfer
+        call: move_money_between_accounts
+        next: END
+
+      - id: perform_third_party_transfer
+        call: transfer_money_to_a_third_party
+        next: END