Conversational AI in Banking: Build a Voice Agent

1python3 -m venv venv
2source venv/bin/activate  # On Windows use `venv\\Scripts\\activate`
3

1pip install videosdk-agents videosdk-plugins
2

1VIDEOSDK_API_KEY=your_api_key_here
2

1import asyncio, os
2from videosdk.agents import Agent, AgentSession, CascadingPipeline, JobContext, RoomOptions, WorkerJob, ConversationFlow
3from videosdk.plugins.silero import SileroVAD
4from videosdk.plugins.turn_detector import TurnDetector, pre_download_model
5from videosdk.plugins.deepgram import DeepgramSTT
6from videosdk.plugins.openai import OpenAILLM
7from videosdk.plugins.elevenlabs import ElevenLabsTTS
8from typing import AsyncIterator
9
10# Pre-downloading the Turn Detector model
11pre_download_model()
12
13agent_instructions = "You are a knowledgeable and friendly banking assistant AI, designed to enhance customer experience in the banking sector. Your primary role is to assist customers with their banking inquiries, provide information on banking products, and guide them through various banking processes. You can answer questions about account balances, recent transactions, loan options, interest rates, and branch locations. Additionally, you can help users navigate online banking platforms and provide tips on financial management.\n\nConstraints and Limitations:\n1. You are not a financial advisor and cannot provide personalized financial advice or investment recommendations.\n2. Always include a disclaimer advising users to consult with a financial advisor for personalized advice.\n3. You cannot perform any transactions or access personal banking information.\n4. Ensure user privacy and data security by not storing any personal information.\n5. You must adhere to banking regulations and compliance standards, avoiding any actions that could breach these rules."
14
15class MyVoiceAgent(Agent):
16    def __init__(self):
17        super().__init__(instructions=agent_instructions)
18    async def on_enter(self): await self.session.say("Hello! How can I help?")
19    async def on_exit(self): await self.session.say("Goodbye!")
20
21async def start_session(context: JobContext):
22    # Create agent and conversation flow
23    agent = MyVoiceAgent()
24    conversation_flow = ConversationFlow(agent)
25
26    # Create pipeline
27    pipeline = CascadingPipeline(
28        stt=DeepgramSTT(model="nova-2", language="en"),
29        llm=OpenAILLM(model="gpt-4o"),
30        tts=ElevenLabsTTS(model="eleven_flash_v2_5"),
31        vad=SileroVAD(threshold=0.35),
32        turn_detector=TurnDetector(threshold=0.8)
33    )
34
35    session = AgentSession(
36        agent=agent,
37        pipeline=pipeline,
38        conversation_flow=conversation_flow
39    )
40
41    try:
42        await context.connect()
43        await session.start()
44        # Keep the session running until manually terminated
45        await asyncio.Event().wait()
46    finally:
47        # Clean up resources when done
48        await session.close()
49        await context.shutdown()
50
51def make_context() -> JobContext:
52    room_options = RoomOptions(
53    #  room_id="YOUR_MEETING_ID",  # Set to join a pre-created room; omit to auto-create
54        name="VideoSDK Cascaded Agent",
55        playground=True
56    )
57
58    return JobContext(room_options=room_options)
59
60if __name__ == "__main__":
61    job = WorkerJob(entrypoint=start_session, jobctx=make_context)
62    job.start()
63

1curl -X POST https://api.videosdk.live/v1/meetings \
2-H "Authorization: Bearer YOUR_API_KEY" \
3-H "Content-Type: application/json"
4

1class MyVoiceAgent(Agent):
2    def __init__(self):
3        super().__init__(instructions=agent_instructions)
4    async def on_enter(self): await self.session.say("Hello! How can I help?")
5    async def on_exit(self): await self.session.say("Goodbye!")
6

1pipeline = CascadingPipeline(
2    stt=DeepgramSTT(model="nova-2", language="en"),
3    llm=OpenAILLM(model="gpt-4o"),
4    tts=ElevenLabsTTS(model="eleven_flash_v2_5"),
5    vad=SileroVAD(threshold=0.35),
6    turn_detector=TurnDetector(threshold=0.8)
7)
8

1async def start_session(context: JobContext):
2    agent = MyVoiceAgent()
3    conversation_flow = ConversationFlow(agent)
4
5    pipeline = CascadingPipeline(
6        stt=DeepgramSTT(model="nova-2", language="en"),
7        llm=OpenAILLM(model="gpt-4o"),
8        tts=ElevenLabsTTS(model="eleven_flash_v2_5"),
9        vad=SileroVAD(threshold=0.35),
10        turn_detector=TurnDetector(threshold=0.8)
11    )
12
13    session = AgentSession(
14        agent=agent,
15        pipeline=pipeline,
16        conversation_flow=conversation_flow
17    )
18
19    try:
20        await context.connect()
21        await session.start()
22        await asyncio.Event().wait()
23    finally:
24        await session.close()
25        await context.shutdown()
26
27def make_context() -> JobContext:
28    room_options = RoomOptions(
29        name="VideoSDK Cascaded Agent",
30        playground=True
31    )
32
33    return JobContext(room_options=room_options)
34
35if __name__ == "__main__":
36    job = WorkerJob(entrypoint=start_session, jobctx=make_context)
37    job.start()
38

1python main.py
2