Are you looking to build an AI Agent for retail banking? Our new Rasa Starter Pack provides everything you need to get started, including a Retail Banking Demo Assistant and a Rasa baseline project.With the Retail Banking Demo Agent, you can offer features like transferring money, checking balances, managing payees, and blocking cards. Explore the code on GitHub.
This starter pack is a foundation for creating your Retail Banking Agent or inspiration for features you can implement. It’s free to download and use locally with the Rasa Developer Edition.
The Rasa Developer Edition lets you run Rasa locally on your computer or development environment, free of charge. For more details, visit the Rasa Developer Edition page.
Expanding to other industries:
We’re also developing starter packs for industries such as telecommunications, insurance, healthcare, utilities, the public sector, education, transport, and airlines. Stay tuned for updates in future blogs.
What can the Retail Banking Demo Agent do?
The Retail Banking Demo Agent supports these key tasks:
- Transferring money: Move funds between accounts with ease.
- Checking balances: Quickly check account balances and transaction fees.
- Managing payees: Add, remove, or view payees linked to your account.
- Blocking cards: Disable lost or stolen cards instantly.
Using Rasa flows, the agent collects the necessary information for each task, such as transfer amounts or the target account. The agent can even handle mid-task interruptions, switching contexts seamlessly and returning to the original task without missing a beat.
Here is an example of a conversation:
This agent is a powerful example of how a Rasa AI agent can dramatically increase customer satisfaction and reduce transfers to live agents. For example, if a user switches from one task to another midway through the transaction, the agent can switch context and return to the previous task.
Use it as a demonstration tool or as a starting foundation:
This Retail Banking Demo agent demonstrates best practices for building agents with Rasa. Whether you’re looking for a solution to showcase capabilities or a starting point for customization, this pack has you covered. You can use it as is or expand on it by adding your business logic and custom actions to seamlessly interact with your backend systems.
Click here to read the instructions to get started.
What’s next?
Stay tuned for more starter packs and an upcoming blog on adding custom flows, slots, and actions. With the Rasa Starter Pack: Retail Banking, you’re one step closer to creating seamless AI-powered banking experiences.
