Rasa Starter Pack: Insurance - Instructions

Looking to install and use the Rasa CALM Starter Pack for Insurance? We've documented all the steps in these simple-to-use installation instructions.

Once installed, leverage the Starter Pack as the foundation for creating your own Insurance Assistant or as inspiration for features you can implement.
The Insurance Demo Assistant focuses on two key customer support areas:

  • Helps users file a claim for one of their current insurance policies
  • Helps users track the status of previously filed claims

Before You Begin

To use this starter pack, you will need:

  • A free Rasa Pro Developer Edition license. To get the free license use the link and complete the form. You’ll be emailed the license key. Store this somewhere safe as you’ll need it a bit later in the instructions below. The actual installation of the Rasa Pro platform will be performed during the installation steps described below.
  • An API key from OpenAI (the default model provider for this starter pack, though CALM supports other LLMs, too).
    • If you haven't already, sign up for an account on the OpenAI platform.
    • Then, navigate to the OpenAI Key Management (Dashboard > API keys) https://platform.openai.com/api-keys page and click on the "Create New Secret Key" button to initiate obtaining <your-openai-api-key>.
  • A computer. Instructions are available for Mac & Windows. Instructions are available for Linux with minimal modifications.

Installation steps:

For Mac:

Note that these installation instructions leverage a Makefile for simplicity. If you are interested in understanding the underlying commands, read the Makefile in the directory or refer to the installation instructions here

  1. Clone or download the Source Code Assets for the latest release from GitHub:
    • You can find instructions for installing dependencies, training the model, and running the assistant locally in the README file located inside the ​​starterpack-insurance-en directory.
  2. Navigate to the starterpack-insurance-en directory and run the following commands in your terminal to set up your environment:
    • make install-homebrew
      1. Note: You may need to run the following commands if prompted:
        1. echo >> $HOME/.zprofile
        2. echo 'eval "$(/opt/homebrew/bin/brew shellenv)"' >> $HOME/.zprofile
        3. eval "$(/opt/homebrew/bin/brew shellenv)"
    • make install-pyenv
    • make install-uv
    • make setup-pyenv-virtualenv
    • source ~/.zshrc
    • pyenv activate rasa3.12.13-py3.11.11
      1. Note: Use the command `pyenv versions` to view your version. The versions of Rasa and Python may differ based on updated versions of releases of the starter pack in Github.
    • make install-packages
    • source deactivate
  3. Once the installation is complete, update the placeholders in the Makefile file with your actual values (Note: remove the # and <, > characters too), and save the file.

#RASA_PRO_LICENSE=<your-rasa-pro-license-key>
#OPENAI_API_KEY=sk-<your-openai-api-key>

For example, after updating, it would look similar to this:

RASA_PRO_LICENSE=etou948949theu
OPENAI_API_KEY=sk-proj-ntehoitnhtnoe

  1. Run the following commands in your terminal:
    • make set-env
    • source ~/.zshrc

Congratulations, you have successfully installed Rasa and are ready to use the Insurance Starter Pack as a demo or as a foundation for your custom flows.

For Windows:

  1. Clone or download the Source Code Assets for the latest release from GitHub:
    • You can find instructions for installing dependencies, training the model, and running the assistant locally in the README file located inside the ​​starterpack-insurance-en directory.
  2. Navigate to the starterpack-insurance-en directory and run the following commands in your terminal to set up your environment:

    • Check if your Python environment is already configured and a supported version by typing:

      • python --version

      If this package is already installed, this command should display version numbers, and you can skip to the step no 3.

    • Make sure the Microsoft VC++ Compiler is installed, so Python can compile any dependencies. You can get the compiler from Visual Studio.

    • Download the installer and select VC++ Build tools in the list.

    • Install Python 3 (64-bit version) for Windows.

      • C:\> pip3 install -U pip
  3. Setup a Virtual Environment.
    • We strongly recommend isolating python projects using virtual environments.These instructions will leverage the venv module included in Python.
    • Create a new virtual environment in ./venv directory with:
      • C:\> python -m venv ./venv
    • Activate the virtual environment with:
      • C:\> .\venv\Scripts\activate
    • Install the required packages with by typing the following command
      • uv pip install -r requirements.txt
  4. Once the installation is complete, you must create the env variable RASA_PRO_LICENSE, which must contain the content of the license key file provided by rasa. You will also need to set the variable OPENAI_API_KEY, which must contain the API key provided by OpenAI. You can set the environment variables temporarily in your terminal, but it is recommended to set it persistently so that you don't have to set it every time you run Rasa Pro.
    • For the temporary option:
      • $env: RASA_PRO_LICENSE=<your-license-string>
      • $env: OPENAI_API_KEY=<your-license-string>
    • For the persistent option:
      • [System.Environment]::SetEnvironmentVariable('RASA_PRO_LICENSE','<your-license-string>','USER')
      • [System.Environment]::SetEnvironmentVariable(‘OPENAI_API_KEY’,'<your-license-string>','USER')

Congratulations, you have successfully installed Rasa and are ready to use the Insurance Starter Pack as a demo or as a foundation for your custom flows.

Starting the demo

To start up the Insurance Demo Assistant, follow these steps:

  • Ensure you're in the starterpack-insurance-en directory.

  • Next, type the following commands in your terminal window:

For Mac:

1.pyenv versionsList your Rasa / python versions
2.pyenv local rasa3.12.13-py3.11.11Activate your Rasa python environment (use your version from previous step)
3.rasa --versionConfirm your Rasa / python version is actively set
4.rasa train or make modelThis will train the Rasa model
5.rasa inspect —debug or make inspectThis will start the Rasa server with the inspector and you can see all the logs in your terminal

For windows

.venv\Scripts\activateActivate your virtual environment
rasa --versionConfirm your Rasa / python version is actively set
rasa trainThis will train the Rasa model
rasa inspect —debugThis will start the Rasa server with the inspector and you can see all the logs in your terminal

For a full list of Rasa CLI commands refer to: https://rasa.com/docs/reference/api/command-line-interface/#cheat-sheet

Stopping the demo

  1. To stop the Rasa server go to your terminal window and press: Ctrl-C
  2. Congratulations you have successfully run your first Rasa Assistant. Feel free to close your terminal window.

Restarting the demo

  1. Open your terminal window and navigate to your starterpack-insurance-en directory.
  2. Repeat Starting the Demo Instructions

Demo examples

You are now ready to start your demo. Feel free to follow the steps below:

Example 1: Filing an auto insurance claim - happy path

Bot: Hey Serena 👋 I'm Poly, your AI assistant at Universal Insurance 🔐 I can help you start a claim and check its status. What would you like to do?
User: I want to file a claim
Bot: Here are all your available policies: 🏠 Homeowner (9738812) Expires on: 01/01/2020 🚗 Car (9738813) Expires on: 01/01/2026 Which policy would you like to file a claim under?
User: Car
Bot: Could you please describe what happened and what caused the damage?
User: Someone hit my car in a traffic light
Bot: What was the exact date of the incident? Please use mm/dd/yyyy format.
User: 12/24/2024
Bot: What was the exact time of the incident?
User: 3pm
Bot: Where did the incident happen?
User: Times square
Bot: Please write the contact details of any witnesses and the number of police report if available.
User: Contact: John John +1 100200300
Bot: Here is a summary of your claim: Policy # 9738813 Car insurance Description: Someone hit my car in a traffic light Date: 12/24/2024 Time: 3pm Location: Times square Additional information: Contact: John John +1 100200300 Does everything look correct?
User: Yes
Bot: Thank you. Shall I submit this claim for you?
User: Yes
Bot: I have submitted your claim number 12345. An adjuster will be assigned to your claim

Example 2: Intervening and asking a knowledge base question

Bot: Hey Serena 👋 I'm Poly, your AI assistant at Universal Insurance 🔐 I can help you start a claim and check its status. What would you like to do?
User: I want to file a claim
Bot: Here are all your available policies: 🏠 Homeowner (9738812) Expires on: 01/01/2020 🚗 Car (9738813) Expires on: 01/01/2026 Which policy would you like to file a claim under?
User: Car
Bot: Could you please describe what happened and what caused the damage?
User: Someone hit my car in a traffic light
Bot: What was the exact date of the incident? Please use mm/dd/yyyy format.
User: What happens if the other driver didn't have insurance?
Bot: If the other driver is uninsured, your Uninsured Motorist (UM) coverage will be crucial. It can cover your medical expenses and, in some states, vehicle repairs. If you have Collision coverage, it will pay for your car's repairs (minus your deductible) regardless of the other driver's insurance status.
Bot: What was the exact date of the incident? Please use mm/dd/yyyy format.
User: 12/24/2024
Bot: What was the exact time of the incident?
User: 3pm
Bot: Where did the incident happen?
User: Times square
Bot: Please write the contact details of any witnesses and the number of police report if available.
User: Contact: John John +1 100200300
Bot: Here is a summary of your claim: Policy # 9738813 Car insurance Description: Someone hit my car in a traffic light Date: 12/24/2024 Time: 3pm Location: Times square Additional information: Contact: John John +1 100200300 Does everything look correct?
User: Yes
Bot: Thank you. Shall I submit this claim for you?
User: Yes
Bot: I have submitted your claim number 12345. An adjuster will be assigned to your claim

Example 3: Correcting input

Bot: Hey Serena 👋 I'm Poly, your AI assistant at Universal Insurance 🔐 I can help you start a claim and check its status. What would you like to do?
User: I want to check a claim status
Bot: Could you please write the claim number?
User: CLAIM1234
Bot: Thank you. I will check the claim status for you. One moment please. We are assigning an adjustor to your case, it normally takes 24-48 h since submitting the claim. The adjustor will be assigned by 01/11/2025. Let me know if you would like to check your claim status or file a claim. I'll be here ready to help! 😊
User: Sorry I meant CLAIM1236
Bot: Thank you. I will check the claim status for you. One moment please. We are in the process of scheduling an inspection to see your damages. Would you like to submit dates and times for the inspection appointment?
User: No

Example 4: List policies & Enterprise Search

Bot: Hey Serena 👋 I'm Poly, your AI assistant at Universal Insurance 🔐 I can help you start a claim and check its status. What would you like to do?
User: list my available policies
Bot: Let me retrieve your policy information, just a moment please. Here are all your available policies: 🏠 Homeowner: Expires on: 01/01/2020. Premium: $10000, limit: $500000 🚗 Car: Expires on: 01/01/2026. Premium: $2000, limit: $80000
User: What is a premium
Bot: A premium is the amount you pay for your insurance policy, typically on a monthly, semi-annual, or annual basis, to maintain your coverage. For example, your car insurance premium is $2,000, and your homeowner's insurance premium is $10,000.

Advanced configurations

By default, the Insurance Starter Pack always starts the chat session with "Hey Serena .." as the end user. You can easily adjust this to showcase multiple user profiles by filling in the “customer_first_name” slot with an adequate user name through an API call to the right Database.

The Telecom Assistant includes three user profiles:

  • Serena Williams with 123 as a customer id
  • Lionel Messi with 124 as a customer id
  • Tom Cruise with 125as a customer id
  • Beyoncé Knowles with 456 as a customer id

You can check in the db folder to find the information above plus the information about their expenses.

What’s next?

Congratulations on installing the Rasa CALM Starter Pack for Insurance! Stay tuned for more starter packs coming soon.

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