Conversational AI with Rasa

Xiaoquan Kong, Guan Wang, Alan Nichol

• Publisher: Packt Publishing
• Year: 2021
• eBook ISBN: 9781801073882
• Edition: 1
• Topic: Computer Science
• Subtopic: Artificial Intelligence (AI) & Semantics
• Index: Computer Science

Create next-level AI assistants and transform how customers communicate with businesses with the power of natural language understanding and dialogue management using RasaKey Features• Understand the architecture and put the underlying principles of the Rasa framework to practice• Learn how to quickly build different types of chatbots such as task-oriented, FAQ-like, and knowledge graph-based chatbots• Explore best practices for working with Rasa and its debugging and optimizing aspectsBook DescriptionThe Rasa framework enables developers to create industrial-strength chatbots using state-of-the-art natural language processing (NLP) and machine learning technologies quickly, all in open source.Conversational AI with Rasa starts by showing you how the two main components at the heart of Rasa work – Rasa NLU (natural language understanding) and Rasa Core. You'll then learn how to build, configure, train, and serve different types of chatbots from scratch by using the Rasa ecosystem. As you advance, you'll use form-based dialogue management, work with the response selector for chitchat and FAQ-like dialogs, make use of knowledge base actions to answer questions for dynamic queries, and much more. Furthermore, you'll understand how to customize the Rasa framework, use conversation-driven development patterns and tools to develop chatbots, explore what your bot can do, and easily fix any mistakes it makes by using interactive learning. Finally, you'll get to grips with deploying the Rasa system to a production environment with high performance and high scalability and cover best practices for building an efficient and robust chat system.By the end of this book, you'll be able to build and deploy your own chatbots using Rasa, addressing the common pain points encountered in the chatbot life cycle.What you will learn• Use the response selector to handle chitchat and FAQs• Create custom actions using the Rasa SDK• Train Rasa to handle complex named entity recognition• Become skilled at building custom components in the Rasa framework• Validate and test dialogs end to end in Rasa• Develop and refine a chatbot system by using conversation-driven deployment processing• Use TensorBoard for tuning to find the best configuration options• Debug and optimize dialogue systems based on RasaWho this book is forThis book is for NLP professionals as well as machine learning and deep learning practitioners who have knowledge of natural language processing and want to build chatbots with Rasa. Anyone with beginner-level knowledge of NLP and deep learning will be able to get the most out of the book.

Section 1: The Rasa Framework

In this section, you will learn about the core concepts of machine learning, natural language processing, dialogue systems, and Rasa. All these foundational concepts will prepare you for subsequent learning.

This section comprises the following chapters:

• Chapter 1, Introduction to Chatbots and the Rasa Framework
• Chapter 2, Natural Language Understanding in Rasa
• Chapter 3, Rasa Core

Chapter 1: Introduction to Chatbots and the Rasa Framework

In this first chapter, we will introduce chatbots and the Rasa framework. Knowledge of these is important because they will be used in later chapters. We will split that fundamental knowledge into four pieces, of which the first three are machine learning (ML), natural language processing (NLP), and chatbots. This is the theory and concept part of the fundamentals. With these in place, you will know in theory how to build a chatbot.

The last piece is Rasa basics. We will introduce the key technology of this book: the Rasa framework and its basic usage.

In particular, we will cover the following topics:

• What is ML?
• Introduction to NLP
• Chatbot basics
• Introduction to the Rasa framework

Technical requirements

Rasa is a Python-based framework. To install it, you need a Python developer environment, which can be downloaded from https://python.org/downloads/. At the time of writing this chapter, Rasa only supports Python 3.6, 3.7, and 3.8, so please be careful to choose the correct Python version when you set up the developing environment.

You can find all the code for this chapter in the ch01 directory of the GitHub repository, at https://github.com/PacktPublishing/Conversational-AI-with-RASA.

What is ML?

ML and artificial intelligence (AI) have almost become buzzwords in recent years. Everyone must have heard about AI in the news after AlphaGo from Google beat the best Go player in the world. There is no doubt that ML is now one of the most popular and advanced areas of research and applications. So, what exactly is ML?

Let's imagine that we are building an application to automatically recognize rock/paper/scissors based on video inputs from a camera. The hand gesture from the user will be recognized by the computer as one of rock/paper/scissors.

Let's look at the differences between ML and traditional programming in solving this problem.

In traditional programming, the working process usually goes like this:

1. Software development: Product managers and software engineers work together to understand business requirements and transform them into detailed business rules. Then, software engineers write the code to transform business rules into computer programs. This stage is shown as process 1 in the following diagram.
2. Software usage: Computer software transforms users' input to output. This stage is shown as process 2 in the following diagram:

Figure 1.1 – Traditional programming working pattern

Let's go back to our rock/paper/scissors application. If we use a traditional programming methodology, it will be very difficult to recognize the position of hands and boundaries of the fingers, not to mention that even the same gesture can evolve into many different representations, including the position of the hand, different sizes and shapes of hands and fingers, different skin colors, and so on. In order to solve all these problems, the source code will be very cumbersome, the logic will become very complicated, and it will become almost impossible to maintain and update the solution. In reality, probably no one can accomplish their target with traditional programming methodology.

On the other hand, in ML, the working process usually follows this pattern:

1. Software development: The ML algorithm infers hidden business rules by learning from training data and encodes the business rules into models with lots of weight parameters. Process 1 in the following diagram shows the data flow.
2. Software usage: The model transforms users' input to output. In the following diagram, process 2 corresponds to this stage:

Figure 1.2 – Programming working pattern driven by ML

There are a few types of ML algorithms: supervised learning (SL), unsupervised learning (UL), and reinforcement learning (RL). In NLP, the most useful and most common algorithms belong to SL, so let's focus on this learning algorithm.

Supervised learning (SL)

An SL algorithm builds a mathematical model of a set of data that contains both the inputs (x) and the expected outputs (y). The algorithm's input data is also known as training data, composed of a set of training examples. The SL algorithm learns a function or a mapping from inputs to outputs of training data. Such a function or mapping is called a model. A model can be used to predict outputs associated with new inputs.

The algorithm used for our rock/paper/scissors application is an SL algorithm. More specifically, this is a classification task. Classification is a task that requires algorithms to learn how to assign (limited) class labels to examples—for example, classifying emails as "spam" or "non-spam" is a classification task. More specifically, it divides data into two categories, so it is a binary classification task. The rock/paper/scissors application in this example divides the picture into three categories, so, to be more specific, it belongs to a multi-class classification task. The opposite of a classification task is a regression task, which predicts a continuous quantity output for each example—for example, predicting future house prices in a certain area is a regression task.

Our application's training data contains the data (the image) and a label (one of rock/paper/scissors), which are the input and output (I/O) of the SL algorithm. The data consists of many pictures. As the example in the following screenshot shows, each picture is simply a big matrix of pixel values for the algorithm to consume, and the label of the picture is rock or paper or scissors for the hand gesture in the picture:

F...

Table of contents

• Conversational AI with Rasa
• Foreword
• Preface
• Section 1: The Rasa Framework
• Chapter 1: Introduction to Chatbots and the Rasa Framework
• Chapter 2: Natural Language Understanding in Rasa
• Chapter 3: Rasa Core
• Section 2: Rasa in Action
• Chapter 4: Handling Business Logic
• Chapter 5: Working with Response Selector to Handle Chitchat and FAQs
• Chapter 6: Knowledge Base Actions to Handle Question Answering
• Chapter 7: Entity Roles and Groups for Complex Named Entity Recognition
• Chapter 8: Working Principles and Customization of Rasa
• Section 3: Best Practices
• Chapter 9: Testing and Production Deployment
• Chapter 10: Conversation-Driven Development and Interactive Learning
• Chapter 11: Debugging, Optimization, and Community Ecosystem
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