domain.yml

version: "2.0"
config:
  store_entities_as_slots: true
session_config:
  session_expiration_time: 60
  carry_over_slots_to_new_session: true
intents:
  - download_policy:
      use_entities: true
  - locate_our_centres:
      use_entities: true
  - renew_policy:
      use_entities: true
  - start:
      use_entities: true
  - ask_for_help:
      use_entities: true
  - greet:
      use_entities: true
  - goodbye:
      use_entities: true
  - affirm:
      use_entities: true
  - deny:
      use_entities: true
  - bot_challenge:
      use_entities: true
  - new_id_card:
      use_entities: true
  - claim_status:
      use_entities: true
  - get_a_quote:
      use_entities: true
  - inform:
      use_entities: true
  - update_member_info:
      use_entities: true
  - file_a_claim:
      use_entities: true
  - out_of_scope:
      use_entities: true
  - nlu_fallback:
      use_entities: true
  - uncertain:
      use_entities: true
  - make_payment:
      use_entities: true
  - cancel_action:
      use_entities: true
  - stop:
      use_entities: true
  - recommend_new_policies:
      use_entities: true
  - buy_insurance:
      use_entities: true
entities:
  - claim_id
  - coverage
  - quote_insurance_type
  - scroll_status
  - amount-of-money
  - number
  - payment_type
  - state
  - ordinal
  - phone-number
  - quote_number_persons
  - insurance_provider
  - fullname
  - dob
  - gender
  - policy_duration
  - annual_income

slots:
  firstname:
    type: text
    auto_fill: false
    influence_conversation: false
  insurance_provider:
    type: rasa.shared.core.slots.AnySlot
    auto_fill: false
    influence_conversation: false
  insurance_policy_type:
    type: any
    auto_fill: false
    influence_conversation: false
  
  fullname:
    type: rasa.shared.core.slots.TextSlot
    auto_fill: false
    influence_conversation: false
  dob:
    type: rasa.shared.core.slots.TextSlot
    auto_fill: false
    influence_conversation: false
  gender:
    type: rasa.shared.core.slots.CategoricalSlot
    values:
      - Male
      - Female
    influence_conversation: true
  number_of_persons:
    type: any
    auto_fill: false
    influence_conversation: false
  coverage:
    type: float
    auto_fill: false
    influence_conversation: false
  annual_income:
    type: float
    auto_fill: false
    influence_conversation: false
  policy_duration:
    type: any
    auto_fill: false
    influence_conversation: false
  address_city:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  address_state:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  address_street:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  address_zip:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  amount-of-money:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  claim_amount_submit:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  claim_balance:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  claim_id:
    type: rasa.shared.core.slots.TextSlot
    initial_value: null
    auto_fill: true
    influence_conversation: true
  claim_pay_amount:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: false
    influence_conversation: false
  claims:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  confirm_file_new_claim:
    type: rasa.shared.core.slots.BooleanSlot
    initial_value: null
    auto_fill: true
    influence_conversation: true
  confirm_payment:
    type: rasa.shared.core.slots.BooleanSlot
    initial_value: null
    auto_fill: true
    influence_conversation: true
  full_address:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  has_outstanding_balance:
    type: rasa.shared.core.slots.BooleanSlot
    initial_value: null
    auto_fill: true
    influence_conversation: true
  number:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  page:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  AA_quote_insurance_type:
    type: any
    auto_fill: false
    influence_conversation: false
  quote_number_persons:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: false
    influence_conversation: false
  quote_state:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  recent_claims:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  requested_slot:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  scroll_active_claim:
    type: rasa.shared.core.slots.TextSlot
    initial_value: null
    auto_fill: true
    influence_conversation: true
  scroll_claims:
    type: rasa.shared.core.slots.AnySlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  scroll_status:
    type: rasa.shared.core.slots.TextSlot
    initial_value: null
    auto_fill: true
    influence_conversation: true
  state:
    type: rasa.shared.core.slots.TextSlot
    initial_value: null
    auto_fill: true
    influence_conversation: false
  verify_address:
    type: rasa.shared.core.slots.BooleanSlot
    initial_value: null
    auto_fill: true
    influence_conversation: true
responses:
  utter_start:
    - text: Hello! Am Sibley. Your converastional insurance agent serving you today.
  utter_confirm:
    - buttons:
        - payload: /inform{{"affirm":"sure"}}
          title: Sure
      text: Any way we can serve you today!
  utter_ask_firstname:
    - text: Alright! Please share your name that I may address you by name.
  # buy insurance responses
  utter_get_best_rates:
    - text: To get you the best plans, i need to get a few quick details.
  utter_ask_fullname:
    - text: Can i have your fullname as displayed on National ID?
  # utter_ask_insurance_provider:
  #   - buttons:
  #       - payload: /inform{{"insurance_provider":"Jubilee"}}
  #         title: Jubilee
  #       - payload: /inform{{"insurance_provider":"Prudential"}}
  #         title: Prudential
  #       - payload: /inform{{"insurance_provider":"UAP"}}
  #         title: UAP
  #       - payload: /inform{{"insurance_provider":"ICEA"}}
  #         title: ICEA
  #       - payload: /inform{{"insurance_provider":"SWICO"}}
  #         title: SWICO
  #     text: Select an insurance provider
  # utter_ask_insurance_policy_type:
  #   - buttons:
  #       - payload: /inform{{"quote_insurance_type":"health"}}
  #         title: Health
  #       - payload: /inform{{"quote_insurance_type":"life"}}
  #         title: Life
  #       - payload: /inform{{"quote_insurance_type":"auto"}}
  #         title: Auto
  #       - payload: /inform{{"quote_insurance_type":"home"}}
  #         title: Home
  #     text: What kind of insurance would you like to buy?
  #     button_type: vertical
  utter_ask_dob:
    - text: How about your date of birth? {in the format dd/mm/yyyy}
  utter_ask_coverage:
    - text: |-
        And what is the coverage amount your looking for?
        1. $40,000
        2. $70,000
        3. $100,000
  utter_ask_policy_duration:
    - text: |-
        Please choose a policy duration
        1. 3 years
        2. 5 years
        3. 10 years
  utter_ask_number_of_persons:
    - text: How many people do you want to include on your policy?
  utter_ask_annual_income:
    - text: How much do you earn a year?
  utter_ask_gender:
    - buttons:
        - payload: /inform{{"gender":"male"}}
          title: Male
        - payload: /inform{{"gender":"female"}}
          title: Female
      text: How about your gender?

  # quote insurance responses
  utter_ask_address_street:
    - text: What is your mailing street number and name?
  utter_ask_address_city:
    - text: What city do you live in?
  utter_ask_address_state:
    - text: What state do you live in?
  utter_ask_address_zip:
    - text: What is your mailing zip code?
  utter_ask_file_new_claim_form_claim_amount_submit:
    - text: How much are you claiming?
  utter_ask_file_new_claim_form_confirm_file_new_claim:
    - buttons:
        - payload: /affirm
          title: Yes
        - payload: /deny
          title: No
      text: "Would you to submit a {AA_quote_insurance_type} claim for ${claim_amount_submit}?"
  utter_ask_knows_claim_id:
    - buttons:
        - payload: /affirm
          title: Yes
        - payload: /deny
          title: No
      text: Do you know the claim ID you want to check?
  # utter_ask_quote_form_AA_quote_insurance_type:
  #   - buttons:
  #       - payload: /inform{{"quote_insurance_type":"health"}}
  #         title: Health
  #       - payload: /inform{{"quote_insurance_type":"life"}}
  #         title: Life
  #       - payload: /inform{{"quote_insurance_type":"auto"}}
  #         title: Auto
  #       - payload: /inform{{"quote_insurance_type":"home"}}
  #         title: Home
  #     text: What kind of insurance are you interested in?
  utter_ask_file_new_claim_form_AA_quote_insurance_type:
    - buttons:
        - payload: /inform{{"quote_insurance_type":"health"}}
          title: Health
        - payload: /inform{{"quote_insurance_type":"life"}}
          title: Life
        - payload: /inform{{"quote_insurance_type":"auto"}}
          title: Auto
        - payload: /inform{{"quote_insurance_type":"home"}}
          title: Home
      text: What type of claim would you like to file?
  utter_ask_quote_form_quote_number_persons:
    - text: How many people do you want to include on the policy for your quote?
  utter_ask_quote_form_quote_state:
    - text: What state would you like your quote for?
  utter_anything_else:
    - text: Is there anything else I can help you with?
  utter_ask_claim_pay_amount:
    - text: "Claim {claim_id} has an outstanding balance of ${claim_balance}. How much would you like to pay?"
  utter_ask_claim_status_form_claim_id:
    - text: What is the claim ID you'd like to lookup?
  utter_ask_confirm_address:
    - buttons:
        - payload: /affirm
          title: Yes
        - payload: /deny
          title: No
      text: |-
        Is this address correct?

        {address_street}
        {address_city}, {address_state} {address_zip}
  utter_ask_get_claim_form_claim_id:
    - text: What is the ID of the claim you'd like to lookup?
  utter_ask_pay_claim_form_claim_id:
    - text: What claim would you like to make a payment for?
  utter_ask_pay_claim_form_confirm_payment:
    - buttons:
        - payload: /affirm{{"confirm_payment":"true"}}
          title: Yes
        - payload: /deny{{"confirm_payment":"false"}}
          title: No
      text: "Would you like to pay ${claim_pay_amount} for claim {claim_id}?"
  utter_ask_pay_claim_form_amount-of-money:
    - text: "Claim {claim_id} has an outstanding balance of ${claim_balance}. How much would you like to pay?"
  utter_ask_update_address:
    - buttons:
        - paylaod: /affirm
          title: Yes
        - payload: /deny
          title: No
      text: Would you like to update your address?
  utter_cancel_address_change:
    - text: No problem. Your address change request has been canceled.
  utter_cancel_info_update:
    - text: Ok. You can always check back to update your info later!
  utter_cancel_new_claim_file:
    - text: Filing a new claim has been canceled.
  utter_cancel_payment:
    - text: Your payment has been cancelled.
  utter_claim_payment_success:
    - text: |-
        Thank you for your claim payment of ${amount_to_pay} for claim {claim_id}.

        The remaining balance for the claim is ${claim_balance}
  utter_confirm_address:
    - buttons:
        - payload: /affirm
          title: Yes
        - payload: /deny
          title: No
      text: |-
        Is this your current address?
        {full_address}
  utter_final_quote:
    - text: |-
        Your monthly payment given the information provided is: ${final_quote} per month

        Insurance Type: {insurance_type}
        Policy State: {quote_state}
        Number of people on policy: {n_persons}
  utter_buy_insurance:
    - text: |-
        {first_name}, Based on your details, your premium would be:
          1. ${final_rate} per month for {policy_duration} years if you are to pay monthly
          2. ${final_rate_quarterly} for {policy_duration} years if you are to pay quarterly
          3. ${final_rate_annually} for {policy_duration} years if you are to pay annually.

        Policy Details: 
        Insurance Provider: {insurance_provider}
        Insurance Policy: {insurance_type}
        Policy Holder: {policy_holder}
        Sum assured: ${sum_assured}
        Number of people on policy: {n_persons} 

        Here is the payment link should you want to go ahead now. https://vidabot.com/buy_insurance_policy/

  utter_greet:
    - buttons:
        - payload: /buy_insurance
          title: Buy Insurance
        - payload: /file_a_claim
          title: File a Claim
        - payload: /claim_status
          title: Check Claim Status
        - payload: /get_a_quote
          title: Get a Quote
        - payload: /renew_policy
          title: Renew Policy
        - payload: /download_policy
          title: Download Policy Copy
        - payload: /new_id_card
          title: Order New ID Card
        - payload: /make_a_payment
          title: Pay a Claim
        - payload: /get_a_quote
          title: Get a Quote
        - payload: /locate_our_centres
          title: Locate our Centres
        - payload: /faq
          title: FAQ/ Knowledge Repository

      text: |-
        Howdy! {firstname}, Pleasure to meet you. 
        What can I help you with today?
      button_type: vertical
  utter_has_no_balance:
    - text: This claim has no outstanding balance.
  utter_here_are_recent_claims:
    - text: Okay. Here are some of your recent claims.
  utter_new_id_address_change:
    - text: Okay. Let's update your address so your new ID cards are sent to the right address.
  utter_new_id_card:
    - text: Sure, I can help you get a new id card!
  utter_notify_active_claim:
    - text: Thanks! You have selected claim {claim_id}.
  utter_pay_outstanding_balance:
    - text: Looks like your claim has an outstanding balance would you like to make a payment?
  utter_scroll_status_next:
    - buttons:
        - payload: /inform{{"scroll_status":"next"}}
          title: Next
        - payload: /inform{{"scroll_status":"select"}}
          title: Select
        - payload: /inform{{"scroll_status":"cancel"}}
          title: Cancel
      text: What would you like to do next?
  utter_scroll_status_prev:
    - buttons:
        - payload: /inform{{"scroll_status":"prev"}}
          title: Previous
        - payload: /inform{{"scroll_status":"select"}}
          title: Select
        - payload: /inform{{"scroll_status":"cancel"}}
          title: Cancel
      text: What would you like to do next?
  utter_scroll_status_prev_next:
    - buttons:
        - payload: /inform{{"scroll_status":"prev"}}
          title: Previous
        - payload: /inform{{"scroll_status":"select"}}
          title: Select
        - payload: /inform{{"scroll_status":"next"}}
          title: Next
        - payload: /inform{{"scroll_status":"cancel"}}
          title: Cancel
      text: What would you like to do next?
  utter_claims_scroll_exit_suggest_action:
    - text: I can also help you make a payment towards one of your claims.
  utter_claim_detail:
    - text: 'Claim ID: {claim_id}\nClaim Date: {claim_date}\nAmount Owed: {claim_balance}\nClaim Status: {claim_status}'
  utter_claim_id_provided:
    - text: Let me get the status for claim {claim_id}
  utter_claim_status:
    - text: Get the claim status. Ask for claim ID. Maybe suggest latest claim?
  utter_did_that_help:
    - text: Did that help you?
  utter_happy:
    - text: Great, carry on!
  utter_goodbye:
    - text: Okay. I'll be here to help you with all of your future insurance needs. Have a stupendous day!
  utter_iamabot:
    - text: I am a bot, powered by Rasa.
  utter_zero_balance:
    - text: Claim {claim_id} is fully paid.
  utter_out_of_scope:
    - text: I don't understand what you're asking.
  utter_please_rephrase:
    - text: I didn't quite understand that. Could you please rephrase?
  utter_chitchat:
    - text: This is a piece of chitchat.
  utter_default:
    - text: Sorry I didn't get that. Can you rephrase?
  utter_cancel_insurance_quote:
    - text: Ok. I can help you get an insurance quote another time!
  utter_new_card_address:
    - text: Sure thing. I can send you a new ID card. First, let's make sure I send it to the correct address.
  utter_start_new_id_order:
    - text: I can help you get a new ID card. First, let's confirm some information.
  utter_my_capability:
    - text: I can help manage your insurance account by reviewing claims, making claim payments, ordering a new ID card, and getting a quote for insurance.
  utter_acknowledge_update_info:
    - text: Certainly. I can help you update your address. Let's look at the address on file.
  utter_start_new_quote:
    - text: I can help you get a new insurance quote. Let's learn a little more about you.
actions:
  - action_ask_AA_quote_insurance_type
  - action_ask_insurance_provider
  - validate_get_firstname
  - action_get_firstname
  - validate_quote_form
  - validate_buy_insurance_form
  - action_buy_insurance
  - action_get_quote
  - action_stop_quote
  - action_claim_status
  - validate_claim_status_form
  - action_ask_recent_claim
  - validate_get_claim_form
  - action_ask_verify_address
  - action_ask_recent_claims
  - validate_verify_address_form
  - action_verify_address_form
  - action_reset_address
  - action_ask_insurance_policy_type
  - action_get_address
  - action_new_id_card
  - action_update_address
  - validate_change_address_form
  - action_ask_scroll_claims
  - validate_scroll_claims_form
  - action_scroll_claims_form_exit
  - action_pay_claim
  - action_cancel_payment
  - action_stop_new_claim_form
  - validate_pay_claim_form
  - action_file_new_claim_form
  - validate_file_new_claim_form
  - action_recent_claims
  - action_check_claim_balance
  - notify_new_policies
forms:
  quote_form:
    AA_quote_insurance_type:
      - entity: quote_insurance_type
        type: from_entity
      - not_intent: stop
        type: from_text
    quote_number_persons:
      - entity: quote_number_persons
        type: from_entity
      - not_intent: stop
        type: from_text
    quote_state:
      - entity: state
        type: from_entity
      - not_intent: stop
        type: from_text
  buy_insurance_form:
    insurance_provider:
      - entity: insurance_provider
        type: from_entity
    insurance_policy_type:
      - entity: quote_insurance_type
        type: from_entity
      - not_intent: get_a_quote
        type: from_text
    number_of_persons:
      - entity: quote_number_persons
        type: from_entity
      - not_intent: stop
        type: from_text
      - entity: number
        type: from_entity
    policy_duration:
      - entity: policy_duration
        type: from_entity
      - entity: number
        type: from_entity
      - not_intent: get_a_quote
        type: from_text
      - type: from_text
    fullname:
      - entity: fullname
        type: from_entity
      - type: from_text
    dob:
      - entity: dob
        type: from_entity
      - type: from_text
    gender:
      - entity: gender
        type: from_entity
    annual_income:
      - type: from_entity
        entity: annual_income
      - type: from_text
      - not_intent: get_a_quote
        type: from_text
    coverage:
      - entity: coverage
        type: from_entity
      - entity: number
        type: from_entity
      - type: from_text
      - not_intent: get_a_quote
        type: from_text
  get_firstname:
    firstname:
      - type: from_text
      - not_intent: buy_insurance
        type: from_text

  get_claim_form:
    claim_id:
      - entity: claim_id
        type: from_entity
      - type: from_text
  change_address_form:
    address_city:
      - not_intent: stop
        type: from_text
    address_state:
      - entity: state
        type: from_entity
    address_street:
      - not_intent: stop
        type: from_text
    address_zip:
      - not_intent: stop
        type: from_text
  pay_claim_form:
    claim_id:
      - entity: claim_id
        type: from_entity
      - not_intent:
          - uncertain
          - deny
          - claim_status
        type: from_text
    claim_pay_amount:
      - entity: amount-of-money
        type: from_entity
      - entity: number
        type: from_entity
      - not_intent:
          - uncertain
          - deny
        type: from_text
    confirm_payment:
      - intent: affirm
        type: from_intent
        value: true
      - intent: deny
        type: from_intent
        value: false
  scroll_claims_form:
    scroll_claims:
      - entity: scroll_claims
        not_intent: uncertain
        type: from_entity
      - type: from_text
  file_new_claim_form:
    AA_quote_insurance_type:
      - entity: quote_insurance_type
        type: from_entity
      - not_intent: stop
        type: from_text
    claim_amount_submit:
      - entity: number
        not_intent: stop
        type: from_entity
      - entity: amount-of-money
        not_intent: stop
        type: from_entity
      - intent: inform
        type: from_text
    confirm_file_new_claim:
      - intent: affirm
        type: from_intent
        value: yes
      - intent: deny
        type: from_intent
        value: no
      - intent:
          - inform
          - claim_status_form
        type: from_text
e2e_actions: []