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banking-agent

This project helps automate tasks related to personal banking and financial management.

Test agent

Analytics Production

Conversations

125

In the last 7 days

Sessions

222%

In the last 7 days

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

ReAct

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:

30

tool_timeout:

30.0

max_retries:

3

include_date_time:

true

module:

"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.

Patented dialogue management

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.

On-prem / private cloud deploymentOn-prem / private cloud deployment

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.

Multi-agent orchestrationOn-prem / private cloud deployment

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.

Open framework

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.

Voice/IVR

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.

Real-time observability and control

How it works

Copilot code featureCopilot code feature

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

Rasa slack featureRasa slack feature

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

Rasa performance dashboardRasa performance dashboard

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

Forrester

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

The Forrester WaveThe Forrester Wave Strong Performer Q2 2026

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.

providence logo

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

Serbia eUprava logo

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

groupe-ima logo

We’re not experimenting with voice. We’re deploying it. That’s the difference.

Loic Mayet

Information Systems Director, Groupe IMA

eddy-travels logo

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

orange logo

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 logo

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

providence logo

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

nib-group logo

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

Smiling man with short gray hair and round tortoiseshell glasses wearing a red shirt against a blurred light background.Smiling woman with long wavy hair wearing a dark blouse against a neutral background.

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.

Read the original on rasa.com ↗