{"id":277285,"date":"2025-06-06T14:12:09","date_gmt":"2025-06-06T14:12:09","guid":{"rendered":"https:\/\/peraltafinancing.com\/analytics\/build-a-conversational-ai-agent-with-rasa\/"},"modified":"2025-06-06T14:12:09","modified_gmt":"2025-06-06T14:12:09","slug":"build-a-conversational-ai-agent-with-rasa","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=277285","title":{"rendered":"Build a Conversational AI Agent with Rasa"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div id=\"article-start\">\n<p>Customer-facing conversational <a href=\"https:\/\/www.analyticsvidhya.com\/blog\/2024\/05\/custom-ai-assistant\/\" target=\"_blank\" rel=\"noreferrer noopener\">AI assistants <\/a>don\u2019t operate in a vacuum. They are embedded within well-defined business processes. That\u2019s why these systems are expected to reliably and consistently guide users through each step of a predetermined workflow.<\/p>\n<p>However, existing agentic frameworks that leverage a concept of tool calling or <a href=\"https:\/\/www.analyticsvidhya.com\/blog\/2023\/10\/openai-function-calling\/\" target=\"_blank\" rel=\"noreferrer noopener\">function calling<\/a> to interact with systems (such as APIs or databases) often fall short of this goal. They lack the robustness, controllability, and built-in support for complex processes required by enterprise-grade applications.<\/p>\n<p>In this article, we\u2019ll explore why this is the case and introduce an alternative approach: <strong>process calling. <\/strong>This enables the creation of reliable, process-aware, and easily debuggable conversational agents. We\u2019ll also share code examples and walk you through how to get started with the Rasa platform.<\/p>\n<p>In the current paradigm, AI agents are equipped with tools that enable them to solve specific tasks. These tools typically perform atomic actions, such as calling an API to read or write data, updating or fetching data from a database, or similar operations. The limitation of such an approach is that it often lacks <em>state<\/em>, making AI agents unpredictable and sometimes even unreliable for several reasons:<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Loss of conversational context:<\/strong> The agent doesn\u2019t remember previous conversations or decisions, leading to redundant or inconsistent responses.<\/li>\n<li><strong>Poor adherence to business processes:<\/strong> Without state tracking, the agent may skip required steps or follow steps in the wrong order.<\/li>\n<li><strong>Inconsistent execution of repeated tasks:<\/strong> The same task may yield different results, breaking user expectations and reducing trust.<\/li>\n<\/ul>\n<p>On the other hand, businesses have well-established processes, and AI assistants are expected to follow them, not improvise or create their own. A conversational AI agent deployed for customer service must understand users\u2019 needs, connect them to the right company processes, clearly explain how it can assist, and guide them through each step to achieve their goals\u2013all while maintaining a smooth and natural conversation flow.\u00a0<\/p>\n<p>This is where <strong>process calling<\/strong> comes in. With process calling, the LLM invokes and collaborates with a stateful process. The user asks the assistant a question, and the LLM predicts which specific, defined business process to trigger. The process, along with LLM, works together to drive the conversation forward.\u00a0<\/p>\n<p>Let\u2019s dive into how to build a reliable AI assistant using the process-calling approach in practice. We will develop a banking AI agent capable of handling simple processes, including transferring money, opening a savings account, responding to frequently asked questions (FAQs), and addressing off-topic requests.<\/p>\n<p>\n<iframe src=\"https:\/\/cdn.analyticsvidhya.com\/wp-content\/uploads\/2025\/06\/video-1-banking-ai-assistant-overview.mp4\" loading=\"lazy\" title=\"video 1\" allowfullscreen=\"\"><\/iframe>\n<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-how-to-build-conversational-ai-agent-with-rasa\">How to Build Conversational AI Agent with Rasa? <\/h2>\n<p>The Rasa Platform is a conversational AI framework that offers an end-to-end solution for building AI assistants. At the heart of the Rasa Platform is CALM (Conversational AI with Language Models), Rasa\u2019s AI-driven dialogue orchestration engine. CALM is designed to integrate business logic with adaptive conversation management. CALM\u2019s core features are dialogue understanding, dialogue manager, and contextual response rephraser.<\/p>\n<p>With Rasa, you can build enterprise-grade, fluent text and voice AI assistants. Let\u2019s set up the environment to begin building your AI banking assistant.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-setting-up-the-environment\">Setting up the Environment<\/h3>\n<p>First, you need to get a free Developer Edition key <a href=\"https:\/\/rasa.com\/rasa-pro-developer-edition-license-key-request\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">here<\/a>. A confirmation email will be sent to the email address you provided, and you\u2019ll need to copy your token from that message.<\/p>\n<p>There are two ways to get started with Rasa:<\/p>\n<ul class=\"wp-block-list\">\n<li>Using GitHub Codespaces<\/li>\n<li>Local installation using Python<\/li>\n<\/ul>\n<p>In this tutorial, we\u2019ll use GitHub Codespaces because it lets you start building an agent directly in your browser, no local installation required. This option is ideal for beginners and anyone new to Rasa.<\/p>\n<p>What you\u2019ll need:<\/p>\n<ul class=\"wp-block-list\">\n<li>A GitHub account<\/li>\n<li>A Rasa Developer Edition key \u2013 get it <a href=\"https:\/\/rasa.com\/rasa-pro-developer-edition-license-key-request\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">here<\/a>.<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"h-creating-your-first-conversational-ai-agent\">Creating Your First Conversational AI Agent<\/h3>\n<p>\n<iframe src=\"https:\/\/cdn.analyticsvidhya.com\/wp-content\/uploads\/2025\/06\/video-2-How-to-run-codespaces.mp4\" loading=\"lazy\" title=\"video 2\" allowfullscreen=\"\"><\/iframe>\n<\/p>\n<p>To create your first <a href=\"https:\/\/www.analyticsvidhya.com\/blog\/2024\/10\/what-are-ai-agents\/\" target=\"_blank\" rel=\"noreferrer noopener\">AI agent<\/a> using Rasa, go through the following steps:<\/p>\n<ol class=\"wp-block-list\">\n<li>Go to <a href=\"https:\/\/github.com\/RasaHQ\/codespaces-quickstart\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Rasa codespaces GitHub<\/a> and click \u201cCreate codespace on main.\u201d This will open a new Codespace in your browser.<\/li>\n<li>Once the Codespace is ready, open the .env file and add a new environment variable:<\/li>\n<\/ol>\n<pre class=\"wp-block-code\"><code>RASA_PRO_LICENSE=\"your-rasa-pro-license-key\"<\/code><\/pre>\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Then, in the terminal, run the following commands:<\/li>\n<\/ol>\n<p>Load the environment variables using:<\/p>\n<pre class=\"wp-block-code\"><code>source .env<\/code><\/pre>\n<p>To activate the virtual environment:<\/p>\n<pre class=\"wp-block-code\"><code>source .venv\/bin\/activate<\/code><\/pre>\n<p>Create your first agent using the tutorial template provided by Rasa. Throughout the installation, press <strong>Enter<\/strong> or say <em>yes<\/em> to each question.<\/p>\n<p>Execute the following command in the terminal:<\/p>\n<pre class=\"wp-block-code\"><code>rasa init --template tutorial<\/code><\/pre>\n<p>A new tab with the Rasa Inspector will open. Try asking your agent a few questions, such as:<\/p>\n<ul class=\"wp-block-list\">\n<li><em>Hey, how are you?<\/em><\/li>\n<li><em>What can you do?<\/em><\/li>\n<\/ul>\n<p>You can also try the command:<\/p>\n<ul class=\"wp-block-list\">\n<li><em>\u201cHelp me transfer money.\u201d<\/em><\/li>\n<\/ul>\n<p>Transfer money is an example of <strong>transactional flow<\/strong>, where the agent follows a predefined sequence of actions such as asking for missing information, calling an API, updating a record in a database, or similar.<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-building-a-flow\">Building a Flow<\/h2>\n<p>Remember how we talked about building a reliable, deterministic execution of business logic at the beginning? You can create such a process in Rasa using flows.\u00a0We\u2019ll add functionality to our agent for opening a savings account to demonstrate how <strong>process calling<\/strong> works in practice.<\/p>\n<p>Flows allow you to build a predefined sequence of steps that must be followed to achieve a specific outcome. Of course, opening a real savings account at a bank would involve many more steps, such as authenticating the user, checking account eligibility, etc. All of this can be implemented in Rasa using <a href=\"https:\/\/rasa.com\/docs\/reference\/primitives\/custom-actions\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">custom actions<\/a>, which are essentially Python functions.<\/p>\n<p>We\u2019ll build a simplified version where we ask the user for some additional information before opening a new savings account:<\/p>\n<ul class=\"wp-block-list\">\n<li><em>The name<\/em><\/li>\n<li><em>The currency<\/em><\/li>\n<li><em>The term length<\/em><\/li>\n<\/ul>\n<p>Once these steps are defined, the <a href=\"https:\/\/www.analyticsvidhya.com\/blog\/2021\/09\/introduction-to-artificial-intelligence-for-beginners\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">AI<\/a> agent will consistently follow them and execute the business logic as prescribed, while also improving the capabilities of <a href=\"https:\/\/www.analyticsvidhya.com\/blog\/2023\/03\/an-introduction-to-large-language-models-llms\/\" target=\"_blank\" rel=\"noreferrer noopener\">LLMs<\/a> for better dialogue understanding.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-add-savings-account-flow\">Add Savings Account Flow<\/h3>\n<p>We\u2019ll now add this flow to our assistant by editing the <em>flows.yml<\/em> file in the data directory:<\/p>\n<pre class=\"wp-block-code\"><code> open_savings_account:\n   description: Collect details to open a savings account.\n   steps:\n     - collect: account_name\n       description: The name the user wants to give their savings account.\n     - collect: currency\n       description: The currency for the savings account.\n     - collect: duration\n       description: The amount of time (e.g., months or years) for the savings account.\n     - action: utter_confirm_savings_account_opened<\/code><\/pre>\n<p>As you can see, flows are written in YAML format. If you want to understand the syntax of the flows, you can read the official documentation at Rasa Docs <a href=\"https:\/\/rasa.com\/docs\/reference\/primitives\/flows\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">here<\/a>.<\/p>\n<p>Next, update the domain.yml file to define the necessary <strong>slots<\/strong> and <strong>responses<\/strong>. Think of <em>domain.yml<\/em> as the universe of your conversational AI assistant: whenever you add new slots or responses, you need to include them here so your assistant knows about them.<\/p>\n<p>Add new slots to the slots section:<\/p>\n<pre class=\"wp-block-code\"><code> account_name:\n    type: text\n    mappings:\n      - type: from_llm\n  currency:\n    type: text\n    mappings:\n      - type: from_llm\n  duration:\n    type: text\n    mappings:\n      - type: from_llm<\/code><\/pre>\n<p>Add new responses to the responses section:<\/p>\n<pre class=\"wp-block-code\"><code> utter_ask_account_name:\n   - text: \"What would you like to call your new account?\"\n\n utter_ask_currency:\n   - text: \"Which currency would you like to use?\"\n\n utter_ask_duration:\n   - text: \"How many months or years would you like to save for?\"\n\n utter_confirm_savings_account_opened:\n  - text: \"Your savings account '{account_name}' has been successfully opened.\"<\/code><\/pre>\n<p>Finally, run the following commands to train your assistant and open the Rasa Inspector:<\/p>\n<pre class=\"wp-block-code\"><code>rasa train\nrasa inspect<\/code><\/pre>\n<p>You can now test the new savings account flow by chatting with your agent and saying something like:<\/p>\n<pre class=\"wp-block-preformatted\">I want to open a savings account<\/pre>\n<p>The assistant will follow the process you defined and collect the required details step by step.<\/p>\n<p>\n<iframe src=\"https:\/\/cdn.analyticsvidhya.com\/wp-content\/uploads\/2025\/06\/video-3-add_flow_savings_account.mp4\" loading=\"lazy\" title=\"video 3\" allowfullscreen=\"\"><\/iframe>\n<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-benefits-of-using-flows\">Benefits of using Flows<\/h3>\n<p>Some of the benefits of using flows are:<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Breaking down complex processes<\/strong> into reusable pieces<\/li>\n<li><strong>Linking flows<\/strong> together to build more advanced interactions<\/li>\n<li><strong>Scalability<\/strong> \u2013 you can grow your assistant\u2019s capabilities while keeping things organised<\/li>\n<li><strong>Control<\/strong> \u2013 you define exactly how the assistant should behave in specific scenarios<\/li>\n<\/ul>\n<p>Flows make it easier to manage structured conversations, especially when you need to execute business logic consistently and reliably.<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-handling-informational-questions\">Handling Informational Questions<\/h2>\n<p>Now that you know how to add a flow, you can expand your agent\u2019s functionality to handle any number of tasks, each executed precisely according to your instructions. Whether you have 10 flows or 100, Rasa will leverage the power of LLMs to trigger the correct one.<\/p>\n<p>But what if the user asks an information question instead of a transactional one?\u00a0<\/p>\n<p>You don\u2019t want to create a dedicated flow for every question, such as \u201c<em>How long does a money transfer take?<\/em>\u201d or \u201c<em>What\u2019s the commission for international transfers?<\/em>\u201c<\/p>\n<p>To handle such questions, Rasa includes a component called <a href=\"https:\/\/rasa.com\/docs\/pro\/customize\/enterprise-search\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Enterprise Search<\/a>. There are several ways to get started with Enterprise Search in Rasa and let users chat with your docs:<\/p>\n<ul class=\"wp-block-list\">\n<li>Add documents directly to your project directory and use the FAISS vector store<\/li>\n<li>Use one of the supported external vector databases, such as Qdrant or Milvus<\/li>\n<li>Connect any other vector database of your choice<\/li>\n<\/ul>\n<p>In this tutorial, we\u2019ll use the first option: FAISS vector store. Here are the steps to make your AI Agent understand informational queries:<\/p>\n<p>By default, Enterprise Search uses OpenAI as the default LLM provider, so you\u2019ll need to add your <code>OPENAI_API_KEY<\/code> to the .env file.<\/p>\n<p>Prepare your data in .txt<em> <\/em>format and add it to <em>docs\/faq.txt<\/em> so that your AI agent can answer any questions based on the provided data, without being explicitly programmed to do so.<\/p>\n<p>Next, in your config.yml, uncomment <code>EnterpriseSearchPolicy<\/code>:<\/p>\n<pre class=\"wp-block-code\"><code>- name: EnterpriseSearchPolicy<\/code><\/pre>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"563\" height=\"329\" src=\"https:\/\/cdn.analyticsvidhya.com\/wp-content\/uploads\/2025\/06\/screenshot-adding-a-flow.png\" alt=\"\" class=\"wp-image-236958\" srcset=\"https:\/\/cdn.analyticsvidhya.com\/wp-content\/uploads\/2025\/06\/screenshot-adding-a-flow.png 563w, https:\/\/cdn.analyticsvidhya.com\/wp-content\/uploads\/2025\/06\/screenshot-adding-a-flow-300x175.png 300w, https:\/\/cdn.analyticsvidhya.com\/wp-content\/uploads\/2025\/06\/screenshot-adding-a-flow-150x88.png 150w\" sizes=\"(max-width: 563px) 100vw, 563px\"\/><\/figure>\n<\/div>\n<p>Edit the <code>patterns.yml<\/code> file in the <code>data<\/code> folder to include the following search pattern:<\/p>\n<pre class=\"wp-block-code\"><code>pattern_search:\n  description: Flow for handling knowledge-based questions\n  name: pattern search\n  steps:\n    - action: action_trigger_search<\/code><\/pre>\n<p>Retrain and re-run your agent. You can now test both transactional and informational queries.\u00a0<\/p>\n<p>\n<iframe src=\"https:\/\/cdn.analyticsvidhya.com\/wp-content\/uploads\/2025\/06\/video-4-enterprise-search.mp4\" loading=\"lazy\" title=\"video 4\" allowfullscreen=\"\"><\/iframe>\n<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-handling-out-of-scope-questions\">Handling Out-of-Scope Questions<\/h2>\n<p>The last thing we want to cover is what to do when users ask questions that can\u2019t be answered with a flow or Enterprise Search.<\/p>\n<p>In Rasa, there is a default pattern, <code>pattern_chitchat<\/code>, designed to handle such situations. All out-of-scope queries will be routed there, and you have a couple of options:<\/p>\n<ul class=\"wp-block-list\">\n<li>Respond with a predefined message, such as \u201cI\u2019m not sure how to answer that.\u201d<\/li>\n<li>Use an LLM and a custom prompt to generate more varied and natural responses.<\/li>\n<\/ul>\n<pre class=\"wp-block-code\"><code>pattern_chitchat:\n  description: Handles off-topic or general small talk\n  name: pattern chitchat\n  steps:\n    - action: action_handle_chitchat<\/code><\/pre>\n<p>You can then define your <code>action_handle_chitchat<\/code> as either a static response or use it to connect to an LLM for dynamic replies.<\/p>\n<p>This ensures that your assistant always responds gracefully, even when the question falls outside its core business logic or knowledge base.<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-conclusion\">Conclusion<\/h2>\n<p>In this article, we explored the conversational AI framework Rasa and how to use it to build a reliable and scalable AI Agent that strictly follows well-defined business processes. We demonstrated how to implement the process calling approach, which ensures predictability, control, and alignment with real-world business requirements.<\/p>\n<p>You learned how to:<\/p>\n<ul class=\"wp-block-list\">\n<li>Set up the environment and launch Rasa in GitHub Codespaces<\/li>\n<li>Create transactional flows such as transferring money and opening a savings account<\/li>\n<li>Use Enterprise Search to handle informational queries<\/li>\n<li>Handle out-of-scope and general questions using fallback patterns<\/li>\n<\/ul>\n<p>Now you have all the tools to build AI Assistants that can confidently operate within clearly defined business logic. Try it yourself, get your <a href=\"https:\/\/rasa.com\/rasa-pro-developer-edition-license-key-request\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">developer edition license key<\/a>, and create your first assistant today.<\/p>\n<div class=\"border-top py-3 author-info my-4\">\n<p>I am a Senior Developer Relations Engineer at Rasa, with over 10 years of experience designing and building advanced conversational AI applications. I combine a deep understanding of language technologies with hands-on expertise in AI development, helping developers and product teams bring natural language solutions to life.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<p><h4 class=\"fs-24 text-dark\">Login to continue reading and enjoy expert-curated content.<\/h4>\n<p>                        <button class=\"btn btn-primary mx-auto d-table\" data-bs-toggle=\"modal\" data-bs-target=\"#loginModal\" id=\"readMoreBtn\">Keep Reading for Free<\/button>\n                    <\/p>\n\n","protected":false},"excerpt":{"rendered":"<p>Customer-facing conversational AI assistants don\u2019t operate in a vacuum. They are embedded within well-defined business processes. That\u2019s why these systems are expected to reliably and consistently guide users through each step of a predetermined workflow. However, existing agentic frameworks that leverage a concept of tool calling or function calling to interact with systems (such as [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":277286,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12033],"tags":[3038,5293,22618,105174],"dealstore":[],"offerexpiration":[],"class_list":["post-277285","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analytics","tag-agent","tag-build","tag-conversational","tag-rasa"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Build a Conversational AI Agent with Rasa - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=277285\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Build a Conversational AI Agent with Rasa - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Customer-facing conversational AI assistants don\u2019t operate in a vacuum. 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