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Watson Conversation is now Watson Assistant. Although some images in this code pattern may show the service as Watson Conversation, the steps and processes will still work.

Create a banking chatbot with FAQ discovery, anger detection and natural language understanding

In this developer journey, we will create a chatbot using Node.js and Watson Assistant. The Assistant flow will be enhanced by using Natural Language Understanding to identify entities and using Tone Analyzer to detect customer emotions. For FAQs, a call to the Discovery service will use passage retrieval to pull answers from a collection of documents.

When the reader has completed this journey, they will understand how to:

Create a chatbot that converses via a web UI using Watson Assistant and Node.js
Use Watson Discovery with passage retrieval to find answers in FAQ documents
Use Watson Tone Analyzer to detect emotion in a conversation
Identify entities with Watson Natural Language Understanding

Flow

The FAQ documents are added to the Discovery collection.
The user interacts with a chatbot via the app UI.
User input is processed with Tone Analyzer to detect anger. An anger score is added to the context.
User input is processed with Natural Language Understanding (NLU). The context is enriched with NLU-detected entities and keywords (e.g., a location).
The input and enriched context is sent to Assistant. Assistant recognizes intent, entities and dialog paths. It responds with a reply and/or action.
Optionally, a requested action is performed by the app. This may include one of the following:
- Lookup additional information from bank services to append to the reply
- Use Discovery to reply with an answer from the FAQ documents

With Watson

Want to take your Watson app to the next level? Looking to leverage Watson Brand assets? Join the With Watson program which provides exclusive brand, marketing, and tech resources to amplify and accelerate your Watson embedded commercial solution.

Included components

IBM Watson Assistant: Build, test and deploy a bot or virtual agent across mobile devices, messaging platforms, or even on a physical robot.
IBM Watson Discovery: A cognitive search and content analytics engine for applications to identify patterns, trends, and actionable insights.
IBM Watson Natural Language Understanding: Analyze text to extract meta-data from content such as concepts, entities, keywords, categories, sentiment, emotion, relations, semantic roles, using natural language understanding.
IBM Watson Tone Analyzer: Uses linguistic analysis to detect communication tones in written text.

Featured technologies

Node.js: An asynchronous event driven JavaScript runtime, designed to build scalable applications.

Watch the Video

Steps

Use the Deploy to IBM Cloud button OR create the services and run locally.

Deploy to IBM Cloud

Press the above Deploy to IBM Cloud button and then click on Deploy.
In Toolchains, click on Delivery Pipeline to watch while the app is deployed. Once deployed, the app can be viewed by clicking ``View app.
To see the app and services created and configured for this journey, use the Bluemix dashboard. The app is named watson-banking-chatbot with a unique suffix. The following services are created and easily identified by the wbc- prefix:
- wbc-conversation-service
- wbc-discovery-service
- wbc-natural-language-understanding-service
- wbc-tone-analyzer-service

Run locally

NOTE: These steps are only needed when running locally instead of using the Deploy to IBM Cloud button.

Clone the repo
Create Watson services with IBM Cloud
Import the Watson Assistant workspace
Load the Discovery documents
Configure credentials
Run the application

1. Clone the repo

Clone the watson-banking-chatbot locally. In a terminal, run:

$ git clone https://github.com/IBM/watson-banking-chatbot

We’ll be using the file data/conversation/workspaces/banking.json and the folder data/conversation/workspaces/

2. Create Watson services with IBM Cloud

Create the following services:

3. Import the Watson Assistant workspace

Launch the Watson Assistant tool. Use the import icon button on the right

Find the local version of data/conversation/workspaces/banking.json and select Import. Find the Workspace ID by clicking on the context menu of the new workspace and select View details. Save this ID for later.

Optionally, to view the conversation dialog select the workspace and choose the Dialog tab, here's a snippet of the dialog:

4. Load the Discovery documents

Launch the Watson Discovery tool. Create a new data collection and give the data collection a unique name.

Save the environment_id and collection_id for your .env file in the next step.

Under Add data to this collection use Drag and drop your documents here or browse from computer to seed the content with the five documents in data/discovery/docs.

5. Configure credentials

The credentials for IBM Cloud services (Assistant, Discovery, Tone Analyzer and Natural Language Understanding), can be found in the Services menu in IBM Cloud, by selecting the Service Credentials option for each service.

The other settings for Assistant and Discovery were collected during the earlier setup steps (DISCOVERY_COLLECTION_ID, DISCOVERY_ENVIRONMENT_ID and WORKSPACE_ID).

Copy the env.sample to .env.

$ cp env.sample .env

Edit the .env file with the necessary settings.

`env.sample:`

# Copy this file to .env and replace the credentials with 
# your own before starting the app.

# Watson Assistant
WORKSPACE_ID=<add_assistant_workspace>
ASSISTANT_URL=<add_assistant_url>
## Un-comment and use either username+password or IAM apikey.
# ASSISTANT_USERNAME=<add_assistant_username>
# ASSISTANT_PASSWORD=<add_assistant_password>
# ASSISTANT_IAM_APIKEY=<add_assistant_iam_apikey>

# Watson Discovery
DISCOVERY_URL=<add_discovery_url>
DISCOVERY_ENVIRONMENT_ID=<add_discovery_environment_id>
DISCOVERY_COLLECTION_ID=<add_discovery_collection_id>
## Un-comment and use either username+password or IAM apikey.
# DISCOVERY_USERNAME=<add_discovery_username>
# DISCOVERY_PASSWORD=<add_discovery_password>
# DISCOVERY_IAM_APIKEY=<add_discovery_iam_apikey>

# Watson Natural Language Understanding
NATURAL_LANGUAGE_UNDERSTANDING_URL=<add_nlu_url>
## Un-comment and use either username+password or IAM apikey.
# NATURAL_LANGUAGE_UNDERSTANDING_USERNAME=<add_nlu_username>
# NATURAL_LANGUAGE_UNDERSTANDING_PASSWORD=<add_nlu_password>
# NATURAL_LANGUAGE_UNDERSTANDING_IAM_APIKEY=<add_nlu_iam_apikey>

# Watson Tone Analyzer
TONE_ANALYZER_URL=<add_tone_analyzer_url>
## Un-comment and use either username+password or IAM apikey.
# TONE_ANALYZER_USERNAME=<add_tone_analyzer_username>
# TONE_ANALYZER_PASSWORD=<add_tone_analyzer_password>
# TONE_ANALYZER_IAM_APIKEY=<add_tone_analyzer_iam_apikey>

# Run locally on a non-default port (default is 3000)
# PORT=3000

6. Run the application

Install Node.js runtime or NPM.
Start the app by running npm install, followed by npm start.
Use the chatbot at localhost:3000.

Note: server host can be changed as required in server.js and PORT can be set in .env.

Sample output

Troubleshooting

Error: Environment {GUID} is still not active, retry once status is active

This is common during the first run. The app tries to start before the Discovery environment is fully created. Allow a minute or two to pass. The environment should be usable on restart. If you used Deploy to IBM Cloud the restart should be automatic.
Error: Only one free environment is allowed per organization

To work with a free trial, a small free Discovery environment is created. If you already have a Discovery environment, this will fail. If you are not using Discovery, check for an old service thay you may want to delete. Otherwise use the .env DISCOVERY_ENVIRONMENT_ID to tell the app which environment you want it to use. A collection will be created in this environment using the default configuration.

License

Apache 2.0

jbjares / watson-banking-chatbot Goto Github PK

watson-banking-chatbot's Introduction