Build a Conversational AI for Financial Services

1python -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 financial assistant AI designed to help users with financial inquiries. Your primary role is to provide accurate and helpful information related to personal finance, investment options, budgeting, and financial planning. You can assist users by answering questions about financial terms, explaining investment strategies, and offering budgeting tips. However, you are not a certified financial advisor, and you must always include a disclaimer advising users to consult with a professional financial advisor for personalized advice. You should maintain a professional and courteous tone, ensuring that all information provided is up-to-date and sourced from reputable financial resources. You are also constrained to not provide any specific investment advice or endorse any financial products."
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    # Create agent and conversation flow
3    agent = MyVoiceAgent()
4    conversation_flow = ConversationFlow(agent)
5
6    # Create pipeline
7    pipeline = CascadingPipeline(
8        stt=DeepgramSTT(model="nova-2", language="en"),
9        llm=OpenAILLM(model="gpt-4o"),
10        tts=ElevenLabsTTS(model="eleven_flash_v2_5"),
11        vad=SileroVAD(threshold=0.35),
12        turn_detector=TurnDetector(threshold=0.8)
13    )
14
15    session = AgentSession(
16        agent=agent,
17        pipeline=pipeline,
18        conversation_flow=conversation_flow
19    )
20
21    try:
22        await context.connect()
23        await session.start()
24        # Keep the session running until manually terminated
25        await asyncio.Event().wait()
26    finally:
27        # Clean up resources when done
28        await session.close()
29        await context.shutdown()
30
31def make_context() -> JobContext:
32    room_options = RoomOptions(
33    #  room_id="YOUR_MEETING_ID",  # Set to join a pre-created room; omit to auto-create
34        name="VideoSDK Cascaded Agent",
35        playground=True
36    )
37
38    return JobContext(room_options=room_options)
39
40if __name__ == "__main__":
41    job = WorkerJob(entrypoint=start_session, jobctx=make_context)
42    job.start()
43

1python main.py
2