Policies

These docs are for version 1.x of Rasa Open Source.

Policies

Data Augmentation

When you train a model, by default Rasa Core will create longer stories by randomly gluing together the ones in your stories files. This is because if you have stories like:

# thanks
* thankyou
   - utter_youarewelcome

# bye
* goodbye
   - utter_goodbye

You actually want to teach your policy to ignore the dialogue history when it isn’t relevant and just respond with the same action no matter what happened before.

You can alter this behaviour with the --augmentation flag. Which allows you to set the augmentation_factor. The augmentation_factor determines how many augmented stories are subsampled during training. Subsampling of the augmented stories is done in order to not get too many stories from augmentation, since their number can become very large quickly. The number of sampled stories is augmentation_factor x10. By default, augmentation is set to 20, resulting in a maximum of 200 augmented stories.

--augmentation 0 disables all augmentation behavior. The memoization based policies are not affected by augmentation (independent of the augmentation_factor) and will automatically ignore all augmented stories.

Configuring Policies

The rasa.core.policies.Policy class decides which action to take at every step in the conversation.

There are different policies to choose from, and you can include multiple policies in a single rasa.core.agent.Agent. At every turn, the policy that predicts the next action with the highest confidence will be used. If two policies predict with equal confidence, the policy with the higher priority will be used.

Note

Per default a maximum of 10 next actions can be predicted by the agent after every user message. To update this value you can set the environment variable MAX_NUMBER_OF_PREDICTIONS to the desired number of maximum predictions.

Your project’s config.yml file takes a policies key which you can use to customize the policies your assistant uses. In the example below, the last two lines show how to use a custom policy class and pass arguments to it.

policies:
  - name: "KerasPolicy"
    featurizer:
    - name: MaxHistoryTrackerFeaturizer
      max_history: 5
      state_featurizer:
        - name: BinarySingleStateFeaturizer
  - name: "MemoizationPolicy"
    max_history: 5
  - name: "FallbackPolicy"
    nlu_threshold: 0.4
    core_threshold: 0.3
    fallback_action_name: "my_fallback_action"
  - name: "path.to.your.policy.class"
    arg1: "..."

Max History

One important hyperparameter for Rasa Core policies is the max_history. This controls how much dialogue history the model looks at to decide which action to take next.

You can set the max_history by passing it to your policy’s Featurizer in the policy configuration yaml file.

Note

Only the MaxHistoryTrackerFeaturizer uses a max history, whereas the FullDialogueTrackerFeaturizer always looks at the full conversation history.

As an example, let’s say you have an out_of_scope intent which describes off-topic user messages. If your bot sees this intent multiple times in a row, you might want to tell the user what you can help them with. So your story might look like this:

* out_of_scope
   - utter_default
* out_of_scope
   - utter_default
* out_of_scope
   - utter_help_message

For Rasa Core to learn this pattern, the max_history has to be at least 3.

Keras Policy

The KerasPolicy uses a neural network implemented in Keras to select the next action. The default architecture is based on an LSTM, but you can override the KerasPolicy.model_architecture method to implement your own architecture.

def model_architecture(
    self, input_shape: Tuple[int, int], output_shape: Tuple[int, Optional[int]]
) -> tf.keras.models.Sequential:
    # Build Model

Memoization Policy

The MemoizationPolicy just memorizes the conversations in your training data. It predicts the next action with confidence 1.0 if this exact conversation exists in the training data, otherwise it predicts None with confidence 0.0.

Mapping Policy

The MappingPolicy can be used to directly map intents to actions. The mappings are assigned by giving an intent the property triggers, e.g.:

intents:
 - ask_is_bot:
     triggers: action_is_bot

Fallback Policy

The FallbackPolicy invokes a fallback action if the intent recognition has a confidence below nlu_threshold or if none of the dialogue policies predict an action with confidence higher than core_threshold.

Form Policy

The FormPolicy is an extension of the MemoizationPolicy which handles the filling of forms. Once a FormAction is called, the FormPolicy will continually predict the FormAction until all required slots in the form are filled.