Insurance Starter Pack

Background

This starter pack is to help get started on insurance related tasks. The starter pack demonstrates a few different areas where a Rasa assistant can help with insurance-related functions, getting information for an insurance quote, handling common tasks like ordering a new ID card, and helping customers manage their claims.

Run the Bot

Before training your bot make sure you have installed all of the requirements from the requirements.txt file:

pip3 install -r requirements.txt

To run the bot locally you must first train your bot by opening a terminal window in the project directory. In the terminal window enter:

rasa train

This will train a model for your bot that you'll be able to interact with in the next steps. You can find out more about rasa train in the Rasa docs!

When you're training successfully completes you will have a model artifact. Before you can start interacting with your bot the Action Server also needs to be running. The action server handles custom processing of messages. Starting the action server requires opening a new terminal window in your project directory. In the window enter:

rasa run actions

You will see a listing of the different actions that are a part of the server. You will need to keep this terminal window open.

Finally, the last piece is to start a Duckling server. The Duckling server will help the bot robustly extract numbers from the user messages. Open one more terminal window in your project root and enter:

docker run -p 8000:8000 rasa/duckling

Similar to the Action Server keep this running while you interact with your bot.

Now you can talk with the bot! In a terminal window enter:

rasa shell

This command will allow you to talk with the bot. If you want more more detail about what's happening with your bot you can add --debug to the command to display all of the debugging information.

What the Bot Does

Right now the bot accomplishes these core insurance functions:

Get a Quote
Order a New ID Card
Check Claim Status
Pay Outstanding Claim Balance
File a New Claim

The demo currently has mock data for a customer with a handful of claims to scroll through to demonstrate

Rasa X Deployment

The bot is ready to be deployed to a Rasa X instance. The easiest way for you to deploy your bot to Rasa X is to utilize the one line deployment script.

Once Rasa X is running you can use the git integration to load your bot into the Rasa X instance.

Create the Action Server

You will need to have docker installed in order to build the action server image. If you haven't made any changes to the action code, you can also use the public image on Dockerhub instead of building it yourself.