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| import os | |
| import sys | |
| import logging | |
| import gradio as gr | |
| from huggingface_hub import InferenceClient | |
| import re | |
| import numpy as np | |
| from sklearn.feature_extraction.text import CountVectorizer | |
| from sklearn.naive_bayes import MultinomialNB | |
| import asyncio | |
| # Set up logging | |
| logging.basicConfig(level=logging.INFO, format='%(asctime)s - %(levelname)s - %(message)s') | |
| logger = logging.getLogger(__name__) | |
| # Check for Hugging Face API key | |
| if 'HUGGINGFACE_API_KEY' not in os.environ: | |
| logger.error("HUGGINGFACE_API_KEY environment variable is not set.") | |
| logger.info("Please set the HUGGINGFACE_API_KEY environment variable before running this script.") | |
| sys.exit(1) | |
| # Initialize the client with the Mistral-7B-Instruct-v0.2 model | |
| try: | |
| client = InferenceClient("mistralai/Mistral-7B-Instruct-v0.2", | |
| token=os.environ['HUGGINGFACE_API_KEY']) | |
| except Exception as e: | |
| logger.error(f"Failed to initialize InferenceClient: {e}") | |
| sys.exit(1) | |
| # Shared context for the AI assistant | |
| SHARED_CONTEXT = """You are an AI assistant designed to provide respectful, empathetic, and accurate support for Zerodha, a leading Indian financial services company. Your role is to ensure all interactions uphold the highest standards of customer service while maintaining Zerodha's excellent reputation. | |
| Key points about Zerodha: | |
| 1. India's largest discount broker, known for innovative technology and low-cost trading. | |
| 2. Flat fee structure: ₹20 per executed order for intraday and F&O trades, zero brokerage for delivery equity investments. | |
| 3. Main trading platform: Kite (web and mobile). | |
| 4. Coin platform for commission-free direct mutual fund investments. | |
| 5. Extensive educational resources through Varsity. | |
| 6. Additional tools: Sentinel (price alerts) and ChartIQ (advanced charting). | |
| 7. Console for account management and administrative tasks. | |
| Always prioritize user safety, ethical investing practices, and transparent communication. Never provide information that could mislead users or bring disrepute to Zerodha.""" | |
| # Guardrail functions | |
| def sanitize_input(input_text): | |
| return re.sub(r'[<>&\']', '', input_text) | |
| approved_topics = ['account opening', 'trading', 'fees', 'platforms', 'funds', 'regulations', 'support'] | |
| vectorizer = CountVectorizer() | |
| classifier = MultinomialNB() | |
| X = vectorizer.fit_transform(approved_topics) | |
| y = np.arange(len(approved_topics)) | |
| classifier.fit(X, y) | |
| def is_relevant_topic(query): | |
| query_vector = vectorizer.transform([query]) | |
| prediction = classifier.predict(query_vector) | |
| return prediction[0] in range(len(approved_topics)) | |
| def redact_sensitive_info(text): | |
| text = re.sub(r'\b\d{10,12}\b', '[REDACTED]', text) | |
| text = re.sub(r'[A-Z]{5}[0-9]{4}[A-Z]', '[REDACTED]', text) | |
| return text | |
| def check_response_content(response): | |
| unauthorized_patterns = [ | |
| r'\b(guarantee|assured|certain)\b.*\b(returns|profit)\b', | |
| r'\b(buy|sell)\b.*\b(specific stocks?|shares?)\b' | |
| ] | |
| return not any(re.search(pattern, response, re.IGNORECASE) for pattern in unauthorized_patterns) | |
| def check_confidence(response): | |
| uncertain_phrases = ["I'm not sure", "It's possible", "I don't have enough information"] | |
| return not any(phrase.lower() in response.lower() for phrase in uncertain_phrases) | |
| async def generate_response(prompt): | |
| try: | |
| return await client.text_generation(prompt, max_new_tokens=500, temperature=0.7) | |
| except Exception as e: | |
| logger.error(f"Error generating response: {e}") | |
| return "I apologize, but I'm having trouble generating a response at the moment. Please try again later." | |
| def post_process_response(response): | |
| response = re.sub(r'\b(stupid|dumb|idiotic|foolish)\b', 'mistaken', response, flags=re.IGNORECASE) | |
| if not re.search(r'(Thank you|Is there anything else|Hope this helps|Let me know if you need more information)\s*$', response, re.IGNORECASE): | |
| response += "\n\nIs there anything else I can help you with regarding Zerodha's services?" | |
| if re.search(r'\b(invest|trade|buy|sell|market)\b', response, re.IGNORECASE): | |
| response += "\n\nPlease note that this information is for educational purposes only and should not be considered as financial advice. Always do your own research and consider consulting with a qualified financial advisor before making investment decisions." | |
| return response | |
| # Main function | |
| async def zerodha_support(message, history): | |
| try: | |
| sanitized_message = sanitize_input(message) | |
| if not is_relevant_topic(sanitized_message): | |
| return "I'm sorry, but I can only assist with queries related to Zerodha's services and trading. Could you please ask a question about your Zerodha account, trading, or our platforms?" | |
| sanitized_message = redact_sensitive_info(sanitized_message) | |
| # Generate response | |
| prompt = f"{SHARED_CONTEXT}\n\nUser: {sanitized_message}\nAssistant:" | |
| response = await generate_response(prompt) | |
| if not check_response_content(response): | |
| response += "\n\nPlease note that I cannot provide specific investment advice or guarantee returns. For personalized guidance, please consult with a qualified financial advisor." | |
| if not check_confidence(response): | |
| return "I apologize, but I'm not confident in providing an accurate answer to this query. For the most up-to-date and accurate information, please contact Zerodha's customer support directly." | |
| final_response = post_process_response(response) | |
| return final_response | |
| except Exception as e: | |
| logger.error(f"Error in zerodha_support: {e}") | |
| return "I apologize, but an error occurred while processing your request. Please try again later." | |
| # Gradio interface setup | |
| demo = gr.ChatInterface( | |
| zerodha_support, | |
| chatbot=gr.Chatbot(height=600), | |
| textbox=gr.Textbox(placeholder="Ask your question about Zerodha here...", container=False, scale=7), | |
| title="Zerodha Support Assistant", | |
| description="Ask questions about Zerodha's services, trading, account management, and more. Our system ensures respectful and empathetic responses.", | |
| theme="soft", | |
| examples=[ | |
| "How do I open a Zerodha account?", | |
| "I'm frustrated with the recent changes to the Kite platform. Can you help?", | |
| "What are the risks involved in F&O trading?", | |
| "I think there's an error in my account statement. What should I do?", | |
| "Can you explain Zerodha's policy on intraday trading margins?", | |
| "I'm new to investing. What resources does Zerodha offer for beginners?", | |
| "How does Zerodha ensure the security of my investments and personal data?" | |
| ], | |
| ) | |
| if __name__ == "__main__": | |
| demo.launch() |