rasa-pro 3.14.0.dev9__py3-none-any.whl → 3.14.0.dev11__py3-none-any.whl

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

@@ -0,0 +1,49 @@
+version: "3.1"
+
+slots:
+  biller_name:
+    type: text
+    mappings:
+      - type: from_llm
+  bill_due_date:
+    type: text
+    mappings:
+      - type: from_llm
+  reminder_frequency:
+    type: categorical
+    values:
+      - once
+      - monthly
+      - weekly
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_ask_biller_name:
+    - text: "Who is the bill for?"
+  utter_ask_bill_due_date:
+    - text: "What date is this bill due?"
+  utter_ask_reminder_frequency:
+    - text: "How often should I remind you? Once, monthly, or weekly?"
+      buttons:
+        - title: "Once"
+          payload: "/SetSlots(reminder_frequency=once)"
+        - title: "Monthly"
+          payload: "/SetSlots(reminder_frequency=monthly)"
+        - title: "Weekly"
+          payload: "/SetSlots(reminder_frequency=weekly)"
+  utter_ask_bill_pay_reminder_confirmation:
+    - text: "Just to confirm - I'll setup a reminder to pay {biller_name} on {bill_due_date} ({reminder_frequency})?"
+      buttons:
+        - title: "Yes"
+          payload: "/SetSlots(confirmation=true)"
+        - title: "No"
+          payload: "/SetSlots(confirmation=false)"
+  utter_bill_pay_reminder_complete:
+    - condition: slots.reminder_frequency == "once"
+      text: "All set! I'll remind you to pay {biller_name} on {bill_due_date}. If you need to make any changes, just let me know!"
+    - condition: slots.reminder_frequency != "once"
+      text: "All set! I'll remind you to pay {biller_name} on {bill_due_date} {reminder_frequency}. If you need to make any changes, just let me know!"
+    - text: "Your reminder for {biller_name} is saved. I’ll give you a heads-up on {bill_due_date} ({reminder_frequency}). Need to update anything else?"
+  utter_bill_pay_reminder_cancelled:
+    - text: "Okay, I won’t set up that reminder. If you change your mind, just ask me anytime."

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

@@ -0,0 +1,24 @@
+version: '3.1'
+
+responses:
+  utter_start_activate_card:
+    - text: "Let's get your card activated!"
+      metadata:
+        rephrase: True
+  utter_ask_activate_card_confirmation:
+    - text: "Are you sure you want to activate your card ending in {bank_card_number}?"
+      buttons:
+        - title: "Yes, activate it"
+          payload: /SetSlots(confirmation=true)
+        - title: "No, cancel"
+          payload: /SetSlots(confirmation=false)
+      metadata:
+        rephrase: True
+  utter_activate_card_successful:
+    - text: "Perfect! Your card is now activated and ready to use."
+      metadata:
+        rephrase: True
+  utter_activate_card_cancelled:
+    - text: "No problem! I've cancelled the activation. Let me know if you'd like to try again later."
+      metadata:
+        rephrase: True

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

@@ -1,101 +1,44 @@
-version: "3.1"
-
+version: '3.1'
 slots:
-  reason_for_blocking:
-    type: categorical
-    values:
-      - lost
-      - fraud
-      - stolen
-      - damaged
-      - expired
-      - traveling
-      - moving
-  address_confirmed:
-    type: bool
-  fraud_reported:
-    type: bool
-    initial_value: false
-  temp_block_card:
-    type: bool
-    initial_value: false
-  confirm_issue_new_card:
-    type: bool
-  address:
-    type: text
-  card_status:
+  card_block_type:
     type: categorical
     values:
-      - active
-      - inactive
-actions:
-  - action_update_card_status
+      - permanent
+      - temporary
+    mappings:
+    - type: from_llm
 
 responses:
-  utter_ask_reason_for_blocking:
-    - text: "Please tell us the reason for blocking"
-      buttons:
-      - title: "I lost my card"
-        payload: "/SetSlots(reason_for_blocking=lost)"
-      - title: "My card is damaged"
-        payload: "/SetSlots(reason_for_blocking=damaged)"
-      - title: "I suspect fraud on my account"
-        payload: "/SetSlots(reason_for_blocking=fraud)"
-      - title: "My card has expired"
-        payload: "/SetSlots(reason_for_blocking=expired)"
-      - title: "I'm planning to travel soon"
-        payload: "/SetSlots(reason_for_blocking=traveling)"
-      - title: "I'm moving to a new address"
-        payload: "/SetSlots(reason_for_blocking=moving)"
-  utter_block_card_understand:
-    - text: "Okay, we can block a card. Let's do it in a few steps"
+  utter_start_block_card:
+    - text: "I can help you block your card right away."
       metadata:
         rephrase: True
-  utter_ask_address_confirmed:
-    - text: "I have found your address: {physical_address}. Should the new card be delivered there?"
+  utter_ask_card_block_type:
+    - text: "Would you like to permanently block your card or just freeze it temporarily?"
+      buttons:
+        - title: "Block permanently"
+          payload: /SetSlots(card_block_type=permanent)
+        - title: "Freeze temporarily"
+          payload: /SetSlots(card_block_type=temporary)
+  utter_block_card_successful:
+    - text: "Done! Your card has been permanently blocked."
+  utter_block_card_cancelled:
+    - text: "No problem! I've cancelled the block request. Your card remains active."
+  utter_ask_block_card_confirmation:
+    - condition: slots.card_block_type == "permanent"
+      text: "Are you sure you want to permanently block the card {bank_card_number}?"
       buttons:
         - title: "Yes"
-          payload: "/SetSlots(address_confirmed=True)"
+          payload: "/SetSlots(confirmation=true)"
         - title: "No"
-          payload: "/SetSlots(address_confirmed=False)"
-  utter_confirm_physical_address:
-    - text: "Your card will be delivered to {physical_address} within 7 business days"
-  utter_card_blocked:
-    - condition:
-        - type: slot
-          name: fraud_reported
-          value: true
-      text: "Since you have reported {reason_for_blocking}, we will block your card"
-    - condition:
-        - type: slot
-          name: temp_block_card
-          value: true
-      text: "Since you are {reason_for_blocking}, we will temporarily block your card."
-    - text: We will block your card.
-  utter_ask_confirm_issue_new_card:
-    - text: "Would you like to be issued a new card?"
-      buttons:
-        - title: "Yes, send me a new card"
-          payload: "/SetSlots(confirm_issue_new_card=true)"
-        - title: "No, just block my card"
-          payload: "/SetSlots(confirm_issue_new_card=false)"
-  utter_ask_address:
-    - text: "Would you like us to deliver your new card to this address: {physical_address}?"
+          payload: "/SetSlots(confirmation=false)"
+    - condition: slots.card_block_type == "temporary"
+      text: "Are you sure you want to temporarily freeze the card {bank_card_number}?"
       buttons:
-        - title: "Yes, send a new card"
-          payload: "/SetSlots(address_confirmed=true)"
-        - title: "No, I'll go to the bank"
-          payload: "/SetSlots(address_confirmed=false)"
-  utter_contact_support:
-    - text: "Should you require further assistance, please contact our support team at 020 7777 7777. Thank you for being a valued customer."
-    - text: "If you have any questions or concerns, please don't hesitate to reach out to our support team at 020 7777 7777. We're here to help."
-    - text: "For additional support, please contact our customer service team at 020 7777 7777. Thank you for being a valued customer."
-  utter_acknowledge_reason_damaged_expired:
-    - text: "Thank you for letting us know. I'm sorry to hear the card was {reason_for_blocking}"
-      metadata:
-        rephrase: True
-  utter_acknowledge_reason_fraud_stolen_lost:
-    - text: "As your card was potentially stolen, it's crucial to report this incident to the authorities. Please contact your local law enforcement agency immediately."
-    - text: "Given the unfortunate potential theft of your card, please report this incident to your local law enforcement agency. We'll work together to minimize the impact of this situation."
-  utter_acknowledge_reason_travelling_moving:
-    - text: Thanks for informing us about moving.
+        - title: "Yes"
+          payload: "/SetSlots(confirmation=true)"
+        - title: "No"
+          payload: "/SetSlots(confirmation=false)"
+
+  utter_freeze_card_successful:
+    - text: "Your card has been temporarily frozen."

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

@@ -0,0 +1,16 @@
+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

@@ -0,0 +1,43 @@
+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

@@ -0,0 +1,15 @@
+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

@@ -0,0 +1,37 @@
+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

@@ -0,0 +1,16 @@
+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

@@ -0,0 +1,32 @@
+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

@@ -7,4 +7,12 @@ This folder contains YAML files that define the agent's:
 
 The `bank_name` slot allows easy rebranding - just change its default value to customize all bank references throughout the agent.
 
-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).
+**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

@@ -0,0 +1,53 @@
+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
+
+responses:
+
+  # Other utterances
+  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."
+
+  utter_help:
+    - text: "I can help you with your everyday banking needs. You can ask me things like: \n {example_questions}"
+
+
+session_config:
+  session_expiration_time: 60
+  carry_over_slots_to_new_session: true

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

@@ -1,12 +1,31 @@
 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_agent_details:
+    - text: "I can help you {skills_summary}. What do you need help with today?"
+      metadata:
+        rephrase: True

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

@@ -1,5 +1,8 @@
 responses:
   utter_no_relevant_answer_found:
-    - text: I’m sorry, I can’t help with that.
+    - 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: False
+        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

@@ -23,6 +23,3 @@ responses:
     - 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!"
-
-actions:
-  - action_default_fallback

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

@@ -13,7 +13,7 @@ slots:
 
 responses:
   utter_ask_confirm_human_handoff:
-    - text: "Do you want to be connected to a human agent?"
+    - text: "Do you want to be connected to a {bank_name} specialist?"
       buttons:
         - payload: "/SetSlots(confirm_human_handoff=Yes)"
           title: "Yes"
@@ -21,10 +21,14 @@ responses:
           title: "No"
 
   utter_transferring_to_human:
-    - text: "You will be transfered to a human agent in a few moments."
+    - 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: "Ok, I understand you don't want to be connected to a human agent. Is there something else I can help you with?"
+    - 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

@@ -2,7 +2,10 @@ version: "3.1"
 
 responses:
   utter_greeting:
-    - text: "Hi there! I'm {agent_name}. I can help you with {skills_summary}. How can I help you today?"
+    - text: "Hi there! I'm {agent_name} 👋. I can help you with your everyday banking needs. \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
-

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

@@ -0,0 +1,32 @@
+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

@@ -0,0 +1,44 @@
+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

@@ -0,0 +1,17 @@
+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?