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banking-agent
This project helps automate tasks related to personal banking and financial management.
Test agent
Analytics Production
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125
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Recent activity Refresh
May 04
Add Stock Explorer subagentNew
ag1144 · 5m ago
May 04
Connect trade_server MCP toolsNew
8de256 · 4h ago
May 04
Scope tool permissions for trading
9123gr · 2d ago
May 03
Tune Stock Explorer prompt template
87da34 · 3d ago
May 02
Add technical analysis flow
b21f08 · 4d ago
Show earlier activity
Details
Agent details GitHub
Modelsopenai-gpt-4o
Languagesen, de, fr
Channels WhatsApp Messenger
Integrations
Action serverscard_details, fraud_prevention + 3 more
Tools inventory_server payment_server customer_database
Knowledge base Salesforce
Skills
card actions 6 flows
investments 12 flows
fraud_detection Monitor transactions to identify and prevent fraudulent activities
loan_eligibility_assessment Evaluate user's financial data to determine loan qualification
investment_research Help user research and analyze investment options
investment_portfolio_tracking Provide real-time updates and insights on user's investment holdings
budget_planning Assist users in creating and managing monthly budgets
New chat
👋 What can I help you do today?
What's Acela Tech trading at right now, and any news I should know about?
Worked for 8 seconds ▸
ACLT is at $184.20, up 1.4% today. Recent headlines: a new data-center chip announced this morning, a Meridian Capital upgrade, and continued coverage of supply constraints. Want me to dig into any of these?
Run the technicals on it.
Activated Stock Explorer subagent
Worked for 11 seconds ▸
On the daily: price is above its 50- and 200-day moving averages, RSI is 68 (nearing overbought), and it's testing resistance around $186. MACD is positive but flattening. For context, not a recommendation, that mix often points to a stock that's extended after a strong run.
Message...
sub_agents / stock_explorer / config.yml
agent: name: stock_explorer protocol: RASA description: "Researches stocks, surfaces company news, and runs technical analysis on request." configuration: llm: model_group: openai-gpt-5-1 timeout:
30tool_timeout:
30.0max_retries:
3include_date_time:
truemodule:
"path.to.custom.module"connections: mcp_servers: - name: trade_server include_tools: - find_symbol - get_company_news - apply_technical_analysis - fetch_live_price exclude_tools: - place_buy_order - view_positions
rasa runlocalhost:50053 agents · 1 mcp
Features
Rasa provides a patented dialogue management system designed for enterprise AI agents. It orchestrates autonomous reasoning, guided workflows, and shared conversational memory within a builder-friendly architecture.
Teams can design, test, and refine complex conversational logic while maintaining transparency and control, enabling agents to reliably support structured business processes and adapt to real-world interactions.

Deploy Rasa on your own infrastructure, private cloud, or fully offline environments—including air-gapped deployments when required. Organizations retain full control over their data, security, and model providers.
Built with regulated industries in mind, Rasa enables teams to meet strict compliance and governance requirements without sacrificing flexibility in infrastructure, integrations, or AI model choice.


Rasa enables organizations to coordinate multiple AI agents across systems and workflows. Agents can share conversational state, access unified memory, and hand off tasks seamlessly between domain-specific skills.
This architecture allows teams to start with a single production agent and scale to a distributed network of enterprise agents without redesigning their underlying conversational infrastructure.


Built on open principles and inspired by its open-source roots, Rasa provides full access to prompts, policies, and the underlying codebase. Teams can choose their preferred LLMs, infrastructure, and integration layers without vendor lock-in.
This flexibility allows organizations to adapt the framework to evolving requirements while maintaining full visibility and control over their AI systems.

Rasa supports real-time voice interactions designed for natural, human conversation. Low-latency processing enables streaming speech recognition, fast turn-taking, and responsive dialogue flow across phone and voice channels.
The system supports core voice primitives such as barge-in, turn-taking, and background noise handling, allowing AI agents to manage interruptions, respond quickly, and sustain fluid back-and-forth conversations.

Rasa provides built-in tools to monitor, evaluate, and improve AI agent behavior in production. Teams can trace conversations, inspect decision paths, and analyze workflow performance to quickly diagnose issues.
With transparent logs, evaluation tools, and feedback loops, organizations maintain operational oversight while continuously optimizing agent reliability, safety, and business impact.

How it works


1: Build your conversational voice or chat agent in our open developer framework using our coding copilot to accelerate development and follow best practices.


2: Deploy your Rasa Agent on your own infrastructure while Rasa orchestrates conversations, guided flows, external agents, and knowledge retrieval.


3: Refine your agent in Rasa Studio to optimize the experience and track performance across channels and modalities.


THE FORRESTER WAVE™: CONVERSATIONAL AI PLATFORMS FOR CUSTOMER SERVICE, Q2 2026
Strong Performer
Conversational AI Platforms For Customer Service, Q2 2026 evaluated among 14 leading enterprise platforms.
5/5
Resource Orchestration
5/5
App Lifecycle Management
5/5
Pricing Transparency


Rasa Platform
The powerful engine
behind reliable AI agents
The Rasa Platform gives you complete control over how your AI agents reason, respond, and perform, offering a flexible development experience that fits both technical and business teams.
customers
See what our
customers are saying
Enterprise teams use Rasa to build and deploy high-trust AI agents that perform in production.
We've built a scalable, compliant platform with Rasa that supports real patient needs and drives measurable outcomes. CALM gives us a framework to keep that momentum going, with the flexibility to grow responsibly as expectations around AI continue to evolve.
Wayne Foley
Director Software Engineering, Digital Innovation Group, at Providence

With Rasa, we launched quickly and gave citizens a simpler way to access government services. The system allows us to expand at our own pace while controlling how services are delivered. Studio and CALM allow us to build new use cases while maintaining stability as the platform grows.
Bogdan Stešević
Head of the Group for Quality of Services and Development of AI at eUprava
We’re not experimenting with voice. We’re deploying it. That’s the difference.
Loic Mayet
Information Systems Director, Groupe IMA
Switching to Rasa accelerated development. We now process thousands of conversations each month with 96% accuracy, which resulted in better user engagement and more searches per conversation.
Edmundas Balčikonis
CEO, Eddy Travels
We developed a real partnership with Rasa based on developing skills rapidly, correcting bugs quickly, and sharing a wish list with the dev team.
Richard Popa
Project Leader and Solutions Manager, Orange
Albert Heijn adopted Rasa and began migrating to CALM through a coexistence strategy — starting with a single flow and gradually expanding coverage, achieving a 22% improvement in prevented contact rate and a 37% increase in quality score.
Albert Heijn
Largest supermarket chain in the Netherlands
Grace acts as a multi-purpose patient-facing assistant — booking appointments, routing based on symptoms, and helping users navigate their care journey entirely through our app.
Providence Health
Digital Innovation Team
With Rasa, we consolidated five bots into a single assistant experience. Fallback rates dropped from 18% to 3.5%, and we’re now expanding to voice.
nib Group
Digital Team Lead
N26 transitioned from concept to production in just four weeks, deploying the AI assistant within their secure cloud environment to maintain full data control.
N26
Rasa’s platform enabled us to customize and scale our AI assistant’s capabilities, ensuring it evolved with changing member needs and organizational goals.
nib Group
With Rasa, we at ERGO are completely rethinking how we build customer support experiences. It’s about developing faster and cheaper, and at scale. Rasa helps us to realize these goals.
Gregor Wiest
Head of Innovation, ERGO Group AG
Since the chatbot based on Rasa CALM can process around 50% of service desk inquiries independently, we reduced the need for human agents by approximately 30%. Thanks to the excellent backend integration capabilities of the Rasa solution, we quickly implemented the chatbot’s self-service features.
Roland Csibi
Service Hub Owner – User Support Service Hub
Our goal was to align cutting-edge AI technology with customer needs to provide seamless and innovative experiences. Partnering with Rasa allowed us to rethink how conversational AI could transform support.
Daniel Schupmann
Head of CAI/ GenAI @B2C and Digital Care Platforms/ Experience
We needed a solution that could scale with our ambitions. Rasa solves some hard problems related to conversational AI that enable us to move faster.
James Bradley
Senior Director of Data Science & Machine Learning
features
Built-in Voice, IVR, and
omnichannel support

impact
Building with high trust
agents drives results
See how enterprise teams ship faster, automate more, and keep full control with Rasa.
50%
Cost reduction in operational expenses across 50+ enterprise deployments
59%
Goal completion rate per conversation
4.4
Star customer satisfaction consistently maintained
use cases
AI that adapts to your business,
not the other way around
Use Rasa across your organization and teams to automate key interactions without changing how you work.
team
A trusted and
experienced team
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resources
Learn more about Rasa
and Conversational AI
Build your next AI
agent with Rasa
Power every conversation with enterprise-grade tools that keep your teams in control.
