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

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

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+version: "3.1"
+
+responses:
+  utter_list_cards:
+    - text: "You currently have the following bank cards:\n{cards_list}"
+  utter_no_cards:
+    - text: "You currently have no bank cards."
+
+slots:
+  cards_list:
+    type: text
+    mappings:
+      - type: controlled
+
+actions: 
+  - list_cards

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

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+version: "3.1"
+
+slots:
+  confirm_correct_card:
+    type: bool
+    mappings:
+      - type: from_llm
+  replacement_reason:
+    type: categorical
+    values:
+      - lost
+      - damaged
+    mappings:
+      - type: from_llm
+  was_card_used_fraudulently:
+    type: bool
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_ask_confirm_correct_card:
+    - text: I've found the card with number ****3452 on file. Is this the card you want to replace?
+  utter_relevant_card_not_linked:
+    - text: Seems like I don't have the card you're asking about on file.
+  utter_ask_replacement_reason:
+    - text: Why do you need to replace your card?
+      buttons:
+      - title: "Lost"
+        payload: /SetSlots(replacement_reason=lost)
+      - title: "Damaged"
+        payload: /SetSlots(replacement_reason=damaged)
+  utter_ask_was_card_used_fraudulently:
+    - text: Is it possible that someone else has managed to use your card?
+  utter_will_cancel_and_send_new:
+    - text: Alright, I'll cancel your card and send you a new one.
+  utter_new_card_has_been_ordered:
+    - text: Your new card should arrive in 3 to 5 business days in a white envelope.
+  utter_report_fraud:
+    - text: I am sorry to hear that. Unfortunately, I can't directly handle fraudulently used cards. Please go to FinX.com/disputes, to report the fraud on your account.
+  utter_unknown_replacement_reason_handover:
+    - text: Let me connect you to an agent, to get the details of what happened to your card.
+  utter_failed_handoff:
+    - text: I am sorry, I was not able to connect you to an agent. I have created a support ticket for you. Someone will reach out to you shortly.

rasa/cli/project_templates/finance/domain/cards/shared.yml

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+actions:
+  - check_that_card_exists
+
+slots:
+  bank_card_number:
+    type: text
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_bank_card_not_found:
+    - text: "The card number you provided could not be found. Please check and try again."
+
+  utter_ask_bank_card_number:
+    - text: "What is the number of the card you wish to perform this action for?"

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

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+version: "3.1"
+
+actions:
+  - add_contact
+
+slots:
+  add_contact_name:
+    type: text
+    mappings:
+    - type: from_llm
+  add_contact_handle:
+    type: text
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_ask_add_contact_confirmation:
+    - text: Do you want to add {add_contact_name}({add_contact_handle}) to your contacts?
+      buttons:
+        - payload: "/SetSlots(confirmation=true)"
+          title: "Yes"
+        - payload: "/SetSlots(confirmation=true)"
+          title: "No, cancel"
+  utter_ask_add_contact_handle:
+    - text: "What's the account handle or number for this contact? Example: @shaun"
+      metadata:
+        rephrase: True
+  utter_ask_add_contact_name:
+    - text: "What's the name of this contact?"
+  utter_add_contact_error:
+    - text: "I'm sorry, something went wrong while adding the contact. Please try again."
+  utter_add_contact_cancelled:
+    - text: "No problem! I've cancelled adding the contact."
+  utter_contact_already_exists:
+    - text: "You already have a contact with that handle in your list."
+  utter_contact_added:
+    - text: "Great! I've added {add_contact_name} to your contacts."

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

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+version: "3.1"
+
+actions:
+  - list_contacts
+
+slots:
+  contacts_list:
+    type: text
+    mappings:
+      - type: controlled
+
+responses:
+  utter_no_contacts:
+    - text: You have no contacts in your list.
+  utter_list_contacts:
+    - text: "You currently have the following contacts:\n {contacts_list}"

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

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+version: "3.1"
+
+actions:
+  - remove_contact
+  - action_ask_remove_contact_handle
+
+slots:
+  remove_contact_name:
+    type: text
+    mappings:
+      - type: from_llm
+  remove_contact_handle:
+    type: text
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_contact_not_in_list:
+    - text: That contact is not in your list.
+  utter_remove_contact_error:
+    - text: Something went wrong, please try again.
+  utter_remove_contact_success:
+     - text: Removed {remove_contact_handle}({remove_contact_name}) from your contacts.
+  utter_ask_remove_contact_confirmation:
+    - buttons:
+        - payload: /SetSlots(confirmation=true)
+          title: "Yes"
+        - payload: /SetSlots(confirmation=false)
+          title: "No, cancel the removal"
+      text: Should I remove {remove_contact_handle} from your contact list?
+  utter_remove_contact_cancelled:
+    - text: Okay, I am cancelling this removal of a contact.

rasa/cli/project_templates/finance/domain/domain.md

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+## 📂 `domain/` – The Agent's Brain
+
+This folder contains YAML files that define the agent's:
+- **Slots**: The agent's memory (e.g., user's name, account number, address) [1](https://rasa.com/docs/reference/primitives/slots/).
+- **Responses**: The messages your agent can say to users (e.g., greetings, confirmations) [2](https://rasa.com/docs/reference/primitives/responses).
+- **Actions**: Custom logic your agent can run (e.g., checking a balance) [3](https://rasa.com/docs/reference/primitives/custom-actions).
+
+The `bank_name` slot allows easy rebranding - just change its default value to customize all bank references throughout the agent.
+
+**What you'll find:**
+- **accounts/**: Domain configuration for account management features
+- **bills/**: Domain setup for bill payment and reminder features
+- **cards/**: Domain elements for card management operations
+- **contacts/**: Domain configuration for contact and advisor management
+- **transfers/**: Domain setup for money transfer and payment features
+- **general/**: General banking conversation domain elements
+
+You can organize the domain as one big file or many small ones. Rasa will automatically merge everything during training [1](https://rasa.com/docs/reference/config/domain).

rasa/cli/project_templates/finance/domain/general/_shared.yml

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+version: "3.1"
+
+slots:
+  date:
+    type: any
+    mappings:
+      - type: from_llm
+  time:
+    type: any
+    mappings:
+      - type: from_llm
+  date_range_start:
+    type: any
+    mappings:
+      - type: from_llm
+  date_range_end:
+    type: any
+    mappings:
+      - type: from_llm
+  statement_month:
+    type: text
+    mappings:
+      - type: from_llm
+  statement_year:
+    type: text
+    mappings:
+      - type: from_llm
+  confirmation:
+    type: bool
+    mappings:
+      - type: from_llm
+  return_value:
+    type: any
+    mappings:
+      - type: from_llm
+
+session_config:
+  session_expiration_time: 60
+  carry_over_slots_to_new_session: true

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

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+
+responses:
+  utter_bot_challenge:
+    - text: "You got it - I’m a virtual agent. I’ll do my best to help with your {skills_summary}."

rasa/cli/project_templates/finance/domain/general/cannot_handle.yml

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+responses:
+  utter_no_relevant_answer_found:
+    - text: "I'm sorry, I can't help with that request. You can try asking about your {bank_name} account balance, transfers, card management, or say 'help' to see what I can do."
+      metadata:
+        rephrase: True
+    - text: "I'm not able to assist with that. I can help with {bank_name} banking tasks like checking balances, managing cards, or transferring money. What would you like to do?"
+      metadata:
+        rephrase: True

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

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+slots:
+  feedback_rating:
+    type: categorical
+    values: [thumbs_up, thumbs_down]
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_ask_feedback_rating:
+    - text: "Before you go, how was your experience?"
+      buttons:
+        - title: "👍 Great"
+          payload: "/SetSlots(feedback_rating=thumbs_up)"
+        - title: "👎 Could be better"
+          payload: "/SetSlots(feedback_rating=thumbs_down)"
+
+  utter_thankyou_positive:
+    - text: "That's wonderful to hear! Thank you for your feedback! Have a fantastic day! 🌟"
+    - text: "So glad we could help! Thanks for the positive feedback! Take care! 😊"
+    - text: "Amazing! We're thrilled you had a great experience. Have a wonderful day! 🎉"
+
+  utter_thankyou_negative:
+    - text: "Thank you for your honest feedback. We're always working to improve our service. Have a good day."
+    - text: "We appreciate your feedback and will use it to make our service better. Thank you for your time."
+    - text: "Thanks for letting us know. Your feedback helps us improve. Take care!"

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

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+responses:
+  utter_goodbye:
+    - text: "Thanks for banking with {bank_name} — take care!"
+    - text: "Thanks for the chat. Have a great day with {bank_name}!"
+    - text: "Catch you later! Feel free to reach out to {bank_name} anytime."
+    - text: "Goodbye for now — {bank_name} is here if you need anything."
+    - text: "Take care! Let {bank_name} know if you have any other questions."

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

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+version: "3.1"
+actions:
+  - "action_human_handoff"
+
+slots: 
+ confirm_human_handoff:
+    type: "bool"
+    mappings:
+      - type: "from_llm"
+
+responses:
+  utter_ask_confirm_human_handoff:
+    - text: "Do you want to be connected to a {bank_name} specialist?"
+      buttons:
+        - payload: "/SetSlots(confirm_human_handoff=True)"
+          title: "Yes"
+        - payload: "/SetSlots(confirm_human_handoff=False)"
+          title: "No"
+
+  utter_transferring_to_human:
+    - text: "I'm connecting you with a {bank_name} specialist now. They'll be with you shortly!"
+      metadata:
+        rephrase: True
+
+  utter_human_handoff_cancelled:
+    - text: "No problem! I'll continue helping you with your {bank_name} banking needs. What else can I assist you with?"
+      metadata:
+        rephrase: True
+
+  utter_transfer_to_manager:
+    - text: "I will transfer the following summary of our conversation to the {bank_name} Callback Manager:\n{summary}"

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

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+version: "3.1"
+
+slots:
+  bank_name:
+    type: text
+    initial_value: "Fenlo"
+    mappings:
+      - type: controlled
+  skills_summary:
+    type: text
+    initial_value: "transferring money, managing authorised payees, checking an account balance, blocking a card, and answering your general finance enquiries"
+    mappings:
+      - type: controlled
+  example_questions:
+    type: text
+    initial_value: |
+      - What's my account balance?
+      - Transfer $50 to Alice today.
+      - Block my Visa temporarily.
+      - Download my June 2024 statement as a PDF.
+    mappings:
+      - type: controlled
+  agent_name:
+    type: text
+    initial_value: "Finley"
+    mappings:
+      - type: controlled
+
+responses:
+  utter_greeting:
+    - text: "Hi there! I'm {agent_name} 👋. I can help you with {skills_summary}. \n Here's a few things you can ask me: {example_questions} \n How can I help you today?"
+      metadata:
+        rephrase: True
+  utter_hello:
+    - text: "Hi nice to meet you - I'm here to help with your {bank_name} account. How can I assist you?"
+      metadata:
+        rephrase: True
+  utter_help:
+    - text: "I can help you with {skills_summary}. \n\n Here's a few things you can ask me: \n {example_questions}"

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

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+actions:
+  - check_transfer_limit
+
+slots:
+  transfer_limit_type:
+    type: categorical
+    values:
+      - daily
+      - monthly
+    mappings:
+      - type: from_llm
+
+  transfer_limit:
+    type: float
+    mappings:
+      - type: controlled
+
+responses:
+
+  utter_ask_transfer_limit_type:
+    - text: "Would you like to check your daily or monthly transfer limit?"
+      buttons:
+        - title: Daily
+          payload: "/SetSlots(transfer_limit_type=daily)"
+        - title: Monthly
+          payload: "/SetSlots(transfer_limit_type=monthly)"
+
+  utter_transfer_limit_error:
+    - text: "I am sorry, but I couldn't retrieve your transfer limit right now. Please try again later."
+
+  utter_show_transfer_limit:
+    - text: "Your {transfer_limit_type} transfer limit is ${transfer_limit}."

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

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+version: "3.1"
+
+
+actions:
+  - list_transactions
+
+slots:
+  transactions_list:
+    type: text
+    mappings:
+      - type: controlled
+  list_transactions_next_option:
+    type: categorical
+    values:
+      - show_scheduled_transactions
+      - show_all_transactions
+      - none_of_the_above
+    mappings:
+      - type: from_llm
+  full_transaction_list:
+    type: bool
+    mappings:
+      - type: controlled
+    initial_value: false
+
+responses:
+  utter_scheduled_transactions:
+    - text: "Here are your scheduled transactions:\n\n {transactions_list}"
+  utter_transactions:
+    - condition: slots.full_transaction_list
+      text: "Here is the full list of transactions:\n\n {transactions_list}"
+    - condition: not slots.full_transaction_list
+      text: "Your last recent transactions are:\n\n {transactions_list}"
+  utter_no_next_option:
+    - text: "Ok."
+  utter_ask_list_transactions_next_option:
+    - text: Would you like to do any of the following?
+      buttons:
+        - payload: "/SetSlots(list_transactions_next_option=show_scheduled_transactions)"
+          title: "Show scheduled transactions"
+        - payload: "/SetSlots(list_transactions_next_option=show_all_transactions)"
+          title: "List all transactions"
+        - payload: "/SetSlots(list_transactions_next_option=none_of_the_above)"
+          title: "None of the above"

rasa/cli/project_templates/finance/domain/transfers/shared.yml

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+slots:
+  recipient_account:
+    type: text
+    mappings:
+      - type: from_llm
+
+  amount_of_money:
+    type: float
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_ask_recipient_account:
+    - text: Who should receive the payment?
+
+  utter_ask_amount_of_money:
+    - text: How much money should be transferred?

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

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+version: "3.1"
+
+actions:
+  - check_transfer_funds
+  - execute_transfer
+  - execute_recurrent_payment
+
+slots:
+
+  transfer_type:
+    type: categorical
+    values:
+      - self transfer
+      - third party
+    mappings:
+      - type: from_llm
+
+  transfer_timing_type:
+    type: categorical
+    values:
+      - immediate
+      - scheduled
+      - recurring
+    mappings:
+      - type: from_llm
+
+  recurrent_payment_type:
+    type: categorical
+    values:
+      - direct debit
+      - standing order
+    mappings:
+      - type: from_llm
+
+  recurrent_payment_frequency:
+    type: categorical
+    values:
+      - weekly
+      - monthly
+      - yearly
+    mappings:
+      - type: from_llm
+
+  has_sufficient_funds:
+    type: bool
+    mappings:
+      - type: controlled
+
+  transfer_successful:
+    type: bool
+    mappings:
+      - type: controlled
+
+  setup_recurrent_payment_successful:
+    type: bool
+    mappings:
+      - type: controlled
+
+  self_transfer_source_account:
+    type: categorical
+    values: [savings, checking]
+    mappings:
+      - type: from_llm
+
+  self_transfer_destination_account:
+    type: categorical
+    values: [savings, checking]
+    mappings:
+      - type: from_llm
+
+responses:
+
+
+
+  utter_ask_transfer_type:
+    - text: What type of transfer would you like to make?
+      buttons:
+        - title: Send to someone else (domestic)
+          payload: /SetSlots(transfer_type=third party)
+        - title: Transfer between your own accounts
+          payload: /SetSlots(transfer_type=self transfer)
+
+  utter_inform_on_wrong_transfer_type:
+    - text: That doesn't seem like a valid transfer type.
+
+  utter_ask_transfer_timing_type:
+    - text: Let me know when you'd like this transfer to happen?
+      buttons:
+        - title: Send now
+          payload: /SetSlots(transfer_timing_type=immediate)
+        - title: Schedule for later date
+          payload: /SetSlots(transfer_timing_type=scheduled)
+        - title: Set it up as a recurring payment
+          payload: /SetSlots(transfer_timing_type=recurring)
+
+  utter_inform_on_wrong_transfer_timing_type:
+    - text: |
+        That doesn't seem like a valid option for when to send the money.
+        You can choose to send it now, schedule it for later, or set it up as a recurring payment.
+
+  utter_transfer_money_insufficient_funds:
+    - text: "I'm sorry, but there aren't enough funds available in your account for this transfer amount."
+      metadata:
+        rephrase: True
+
+  utter_ask_schedule_transaction_date:
+    - text: "What date would you like to schedule this transfer for?"
+      metadata:
+        rephrase: True
+
+  utter_ask_schedule_transaction_time:
+    - text: "What time on that day should I process the transfer?"
+      metadata:
+        rephrase: True
+
+  utter_ask_recurrent_payment_type:
+    - text: What type of payment would you like to set up?
+      buttons:
+        - title: Direct Debit
+          payload: /SetSlots(recurrent_payment_type=direct debit)
+        - title: Standing Order
+          payload: /SetSlots(recurrent_payment_type=standing order)
+
+  utter_ask_recurrent_payment_frequency:
+    - text: How often should the payment be made?
+      buttons:
+        - title: Weekly
+          payload: /SetSlots(recurrent_payment_frequency=weekly)
+        - title: Monthly
+          payload: /SetSlots(recurrent_payment_frequency=monthly)
+        - title: Yearly
+          payload: /SetSlots(recurrent_payment_frequency=yearly)
+
+  utter_ask_recurrent_payment_start_date:
+    - text: "When would you like the recurring payments to start?"
+      metadata:
+        rephrase: True
+
+  utter_ask_recurrent_payment_end_date:
+    - text: "When should the recurring payments stop?"
+      metadata:
+        rephrase: True
+
+  utter_invalid_recurrent_payment_end_date:
+    - text: "The end date needs to be after the start date. Could you give me a valid end date for the recurring payment?"
+      metadata:
+        rephrase: True
+
+  utter_ask_self_transfer_source_account:
+    - text: Which account do you want to transfer money from - savings or checking?
+
+  utter_ask_self_transfer_destination_account:
+    - text: Which account you want to transfer money to - savings or checking?
+
+  utter_ask_immediate_transfer_confirmation:
+    - text: |
+        You’re about to perform an instant transfer {amount_of_money} to {recipient_account}.
+        Do you want to proceed?
+      buttons:
+        - payload: /SetSlots(confirmation=true)
+          title: "Yes"
+        - payload: /SetSlots(confirmation=false)
+          title: "No, cancel the transfer"
+
+  utter_ask_setup_scheduled_transfer_confirmation:
+    - text: |
+        You’re scheduling a transfer of {amount_of_money} to {recipient_account} on {date} at {time}.
+        Do you want to proceed?
+      buttons:
+        - payload: /SetSlots(confirmation=true)
+          title: "Yes"
+        - payload: /SetSlots(confirmation=false)
+          title: "No, cancel the transfer"
+
+  utter_ask_setup_recurring_payment_confirmation:
+    - text: |
+        You’re setting up a recurring {recurrent_payment_type} to transfer {amount_of_money} to {recipient_account}. 
+        The payment will be made {recurrent_payment_frequency}, starting on {date_range_start} and ending on {date_range_end}.
+        Do you want to proceed?
+      buttons:
+        - payload: /SetSlots(confirmation=true)
+          title: "Yes"
+        - payload: /SetSlots(confirmation=false)
+          title: "No, cancel the transfer"
+
+  utter_ask_self_transfer_final_confirmation:
+    - text: |
+        You're about to transfer {amount_of_money} from your {self_transfer_source_account} to {self_transfer_destination_account}.
+        Do you want to proceed?
+      buttons:
+        - payload: /SetSlots(confirmation=true)
+          title: "Yes"
+        - payload: /SetSlots(confirmation=false)
+          title: "No, cancel the transfer"
+
+  utter_self_transfer_completed:
+    - text: Successfully transferred {amount_of_money} from {self_transfer_source_account} to {self_transfer_destination_account}.
+
+  utter_transfer_failed:
+    - text: Something went wrong. Couldn't complete the transfer.
+
+  utter_transfer_completed:
+    - text: Successfully transferred {amount_of_money} to {recipient_account}.
+
+  utter_transfer_cancelled:
+    - text: Transfer cancelled.
+
+  utter_schedule_transaction_complete:
+    - text: Transfer is scheduled.
+
+  utter_recurring_payment_setup_complete:
+    - text: Your payment has been set up.
+
+  utter_recurring_payment_setup_failed:
+      - text: Sorry, your payment could not be set up.
+
+  utter_recurring_payment_setup_failed_handover:
+    - text: Let me connect you to an agent, to get the details of what happened to your payment.
+
+  utter_recurring_payment_setup_cancelled:
+      - text: Your payment has been cancelled.