Monthly Archives: March 2024

Amazon Bedrock is the best place to build and scale generative AI applications with large language models (LLM) and other foundation models (FMs). It enables customers to leverage a variety of high-performing FMs, such as the Claude family of models by Anthropic, to build custom generative AI applications. Looking back to 2021, when Anthropic first started building on AWS, no one could have envisioned how transformative the Claude family of models would be. We have been making state-of-the-art generative AI models accessible and usable for businesses of all sizes through Amazon Bedrock. In just a few short months since Amazon Bedrock became generally available on September 28, 2023, more than 10K customers have been using it to deliver, and many of them are using Claude. Customers such as ADP, Broadridge, Cloudera, Dana-Farber Cancer Institute, Genesys, Genomics England, GoDaddy, Intuit, M1 Finance, Perplexity AI, Proto Hologram, Rocket Companies and more are using Anthropic’s Claude models on Amazon Bedrock to drive innovation in generative AI and to build transformative customer experiences. And today, we are announcing an exciting milestone with the next generation of Claude coming to Amazon Bedrock: Claude 3 Opus, Claude 3 Sonnet, and Claude 3 Haiku.

Introducing Anthropic’s Claude 3 models

Anthropic is unveiling its next generation of Claude with three advanced models optimized for different use cases. Haiku is the fastest and most cost-effective model on the market. It is a fast compact model for near-instant responsiveness. For the vast majority of workloads, Sonnet is 2x faster than Claude 2 and Claude 2.1 with higher levels of intelligence. It excels at intelligent tasks demanding rapid responses, like knowledge retrieval or sales automation. And it strikes the ideal balance between intelligence and speed – qualities especially critical for enterprise use cases. Opus is the most advanced, capable, state-of-the-art FM with deep reasoning, advanced math, and coding abilities, with top-level performance on highly complex tasks. It can navigate open-ended prompts, and novel scenarios with remarkable fluency, including task automation, hypothesis generation, and analysis of charts, graphs, and forecasts. And Sonnet is first available on Amazon Bedrock today. Current evaluations from Anthropic suggest that the Claude 3 model family outperforms comparable models in math word problem solving (MATH) and multilingual math (MGSM) benchmarks, critical benchmarks used today for LLMs.

1. Vision capabilities – Claude 3 models have been trained to understand structured and unstructured data across different formats, not just language, but also images, charts, diagrams, and more. This lets businesses build generative AI applications integrating diverse multimedia sources and solving truly cross-domain problems. For instance, pharmaceutical companies can query drug research papers alongside protein structure diagrams to accelerate discovery. Media organizations can generate image captions or video scripts automatically.
2. Best-in-class benchmarks – Claude 3 exceeds existing models on standardized evaluations such as math problems, programming exercises, and scientific reasoning. Customers can optimize domain specific experimental procedures in manufacturing, or audit financial reports based on contextual data, in an automated way and with high accuracy using AI-driven responses.
   

   Source: https://www.anthropic.com/news/claude-3-family

   Specifically, Opus outperforms its peers on most of the common evaluation benchmarks for AI systems, including undergraduate level expert knowledge (MMLU), graduate level expert reasoning (GPQA), basic mathematics (GSM8K), and more. It exhibits high levels of comprehension and fluency on complex tasks, leading the frontier of general intelligence.

3. Reduced hallucination – Businesses require predictive, controllable outputs from AI systems directing automated processes or customer interactions. Claude 3 models mitigate hallucination through constitutional AI techniques that provide transparency into the model’s reasoning, as well as improve accuracy. Claude 3 Opus shows an estimated 2x gain in accuracy over Claude 2.1 on difficult open-ended questions, reducing the likelihood of faulty responses. As enterprise customers rely on Claude across industries like healthcare, finance, and legal research, reducing hallucinations is essential for safety and performance. The Claude 3 family sets a new standard for reliable generative AI output.

Benefits of Anthropic Claude 3 FMs on Amazon Bedrock

Through Amazon Bedrock, customers will get easy access to build with Anthropic’s newest models. This includes not only natural language models but also their expanded range of multimodal AI models capable of advanced reasoning across text, images, charts, and more. Our collaboration has already helped customers accelerate generative AI adoption and delivered business value to them. Here are a few ways customers have been using Anthropic’s Claude models on Amazon Bedrock:

“We are developing a generative AI solution on AWS to help customers plan epic trips and create life-changing experiences with personalized travel itineraries. By building with Claude on Amazon Bedrock, we reduced itinerary generation costs by nearly 80% percent when we quickly created a scalable, secure AI platform that can organize our book content in minutes to deliver cohesive, highly accurate travel recommendations. Now we can repackage and personalize our content in various ways on our digital platforms, based on customer preference, all while highlighting trusted local voices–just like Lonely Planet has done for 50 years.”

— Chris Whyde, Senior VP of Engineering and Data Science, Lonely Planet

“We are working with AWS and Anthropic to host our custom, fine-tuned Anthropic Claude model on Amazon Bedrock to support our strategy of rapidly delivering generative AI solutions at scale and with cutting-edge encryption, data privacy, and safe AI technology embedded in everything we do. Our new Lexis+ AI platform technology features conversational search, insightful summarization, and intelligent legal drafting capabilities, which enable lawyers to increase their efficiency, effectiveness, and productivity.”

— Jeff Reihl, Executive VP and CTO, LexisNexis Legal & Professional

“At Broadridge, we have been working to automate the understanding of regulatory reporting requirements to create greater transparency and increase efficiency for our customers operating in domestic and global financial markets. With use of Claude on Amazon Bedrock, we’re thrilled to get even higher accuracy in our experiments with processing and summarizing capabilities. With Amazon Bedrock, we have choice in our use of LLMs, and we value the performance and integration capabilities it offers.”

— Saumin Patel, VP Engineering generative AI, Broadridge

The Claude 3 model family caters to various needs, allowing customers to choose the model best suited for their specific use case, which is key to developing a successful prototype and later production systems that can deliver real impact—whether for a new product, feature or process that boosts the bottom line. Keeping customer needs top of mind, Anthropic and AWS are delivering where it matters most to organizations of all sizes:

1. Improved performance – Claude 3 models are significantly faster for real-time interactions thanks to optimizations across hardware and software.
2. Increased accuracy and reliability – Through massive scaling as well as new self-supervision techniques, expected gains of 2x in accuracy for complex questions over long contexts mean AI that’s even more helpful, safe, and honest.
3. Simpler and secure customization – Customization capabilities, like retrieval-augmented generation (RAG), simplify training models on proprietary data and building applications backed by diverse data sources, so customers get AI tuned for their unique needs. In addition, proprietary data is never exposed to the public internet, never leaves the AWS network, is securely transferred through VPC, and is encrypted in transit and at rest.

And AWS and Anthropic are continuously reaffirming our commitment to advancing generative AI in a responsible manner. By constantly improving model capabilities committing to frameworks like Constitutional AI or the White House voluntary commitments on AI, we can accelerate the safe, ethical development and deployment of this transformative technology.

The future of generative AI

Looking ahead, customers will build entirely new categories of generative AI-powered applications and experiences with the latest generation of models. We’ve only begun to tap generative AI’s potential to automate complex processes, augment human expertise, and reshape digital experiences. We expect to see unprecedented levels of innovation as customers choose Anthropic’s models augmented with multimodal skills leveraging all the tools they need to build and scale generative AI applications on Amazon Bedrock. Imagine sophisticated conversational assistants providing fast and highly-contextual responses, picture personalized recommendation engines that seamlessly blend in relevant images, diagrams and associated knowledge to intuitively guide decisions. Envision scientific research turbocharged by generative AI able to read experiments, synthesize hypotheses, and even propose novel areas for exploration. There are so many possibilities that will be realized by taking full advantage of all generative AI has to offer through Amazon Bedrock. Our collaboration ensures enterprises and innovators worldwide will have the tools to reach the next frontier of generative AI-powered innovation responsibly, and for the benefit of all.

Conclusion

It’s still early days for generative AI, but strong collaboration and a focus on innovation are ushering in a new era of generative AI on AWS. We can’t wait to see what customers build next.

Resources

Check out the following resources to learn more about this announcement:

• Access to the most powerful Anthropic models begins today on Amazon Bedrock
• Matt Wood’s blog: Introducing Claude 3
• Learn more about Anthropic Claude 3 models on Amazon Bedrock: Anthropic’s Claude on Amazon Bedrock
• Learn about Amazon Bedrock, the easiest way to build and scale generative AI applications with FMs
• Explore generative AI on AWS
• Learn about Unlocking the business value of Generative AI

About the author

Swami Sivasubramanian is Vice President of Data and Machine Learning at AWS. In this role, Swami oversees all AWS Database, Analytics, and AI & Machine Learning services. His team’s mission is to help organizations put their data to work with a complete, end-to-end data solution to store, access, analyze, and visualize, and predict.

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At AWS re:Invent 2023, we announced the general availability of Knowledge Bases for Amazon Bedrock. With a knowledge base, you can securely connect foundation models (FMs) in Amazon Bedrock to your company data for fully managed Retrieval Augmented Generation (RAG).

In a previous post, we described how Knowledge Bases for Amazon Bedrock manages the end-to-end RAG workflow for you and shared details about some of the recent feature launches.

For RAG-based applications, the accuracy of the generated response from large language models (LLMs) is dependent on the context provided to the model. Context is retrieved from the vector database based on the user query. Semantic search is widely used because it is able to understand more human-like questions—a user’s query is not always directly related to the exact keywords in the content that answers it. Semantic search helps provide answers based on the meaning of the text. However, it has limitations in capturing all the relevant keywords. Its performance relies on the quality of the word embeddings used to represent meaning of the text. To overcome such limitations, combining semantic search with keyword search (hybrid) will give better results.

In this post, we discuss the new feature of hybrid search, which you can select as a query option alongside semantic search.

Hybrid search overview

Hybrid search takes advantage of the strengths of multiple search algorithms, integrating their unique capabilities to enhance the relevance of returned search results. For RAG-based applications, semantic search capabilities are commonly combined with traditional keyword-based search to improve the relevance of search results. It enables searching over both the content of documents and their underlying meaning. For example, consider the following query:

What is the cost of the book "<book_name>" on <website_name>?

In this query for a book name and website name, a keyword search will give better results, because we want the cost of the specific book. However, the term “cost” might have synonyms such as “price,” so it will be better to use semantic search, which understands the meaning of the text. Hybrid search brings the best of both approaches: precision of semantic search and coverage of keywords. It works great for RAG-based applications where the retriever has to handle a wide variety of natural language queries. The keywords help cover specific entities in the query such as product name, color, and price, while semantics better understands the meaning and intent within the query. For example, if you have want to build a chatbot for an ecommerce website to handle customer queries such as the return policy or details of the product, using hybrid search will be most suitable.

Use cases for hybrid search

The following are some common use cases for hybrid search:

• Open domain question answering – This involves answering questions on a wide variety of topics. This requires searching over large collections of documents with diverse content, such as website data, which can include various topics such as sustainability, leadership, financial results, and more. Semantic search alone can’t generalize well for this task, because it lacks the capacity for lexical matching of unseen entities, which is important for handling out-of-domain examples. Therefore, combining keyword-based search with semantic search can help narrow down the scope and provide better results for open domain question answering.
• Contextual-based chatbots – Conversations can rapidly change direction and cover unpredictable topics. Hybrid search can better handle such open-ended dialogs.
• Personalized search – Web-scale search over heterogeneous content benefits from a hybrid approach. Semantic search handles popular head queries, while keywords cover rare long-tail queries.

Although hybrid search offers wider coverage by combining two approaches, semantic search has precision advantages when the domain is narrow and semantics are well-defined, or when there is little room for misinterpretation, like factoid question answering systems.

Benefits of hybrid search

Both keyword and semantic search will return a separate set of results along with their relevancy scores, which are then combined to return the most relevant results. Knowledge Bases for Amazon Bedrock currently supports four vector stores: Amazon OpenSearch Serverless, Amazon Aurora PostgreSQL-Compatible Edition, Pinecone, and Redis Enterprise Cloud. As of this writing, the hybrid search feature is available for OpenSearch Serverless, with support for other vector stores coming soon.

The following are some of the benefits of using hybrid search:

• Improved accuracy – The accuracy of the generated response from the FM is directly dependent on the relevancy of retrieved results. Based on your data, it can be challenging to improve the accuracy of your application only using semantic search. The key benefit of using hybrid search is to get improved quality of retrieved results, which in turn helps the FM generate more accurate answers.
• Expanded search capabilities – Keyword search casts a wider net and finds documents that may be relevant but might not contain semantic structure throughout the document. It allows you to search on keywords as well as the semantic meaning of the text, thereby expanding the search capabilities.

In the following sections, we demonstrate how to use hybrid search with Knowledge Bases for Amazon Bedrock.

Use hybrid search and semantic search options via SDK

When you call the Retrieve API, Knowledge Bases for Amazon Bedrock selects the right search strategy for you to give you most relevant results. You have the option to override it to use either hybrid or semantic search in the API.

Retrieve API

The Retrieve API is designed to fetch relevant search results by providing the user query, knowledge base ID, and number of results that you want the API to return. This API converts user queries into embeddings, searches the knowledge base using either hybrid search or semantic (vector) search, and returns the relevant results, giving you more control to build custom workflows on top of the search results. For example, you can add postprocessing logic to the retrieved results or add your own prompt and connect with any FM provided by Amazon Bedrock for generating answers.

To show you an example of switching between hybrid and semantic (vector) search options, we have created a knowledge base using the Amazon 10K document for 2023. For more details on creating a knowledge base, refer to Build a contextual chatbot application using Knowledge Bases for Amazon Bedrock.

To demonstrate the value of hybrid search, we use the following query:

As of December 31st 2023, what is the leased square footage for physical stores in North America?

The answer for the preceding query involves a few keywords, such as the date, physical stores, and North America. The correct response is 22,871 thousand square feet. Let’s observe the difference in the search results for both hybrid and semantic search.

The following code shows how to use hybrid or semantic (vector) search using the Retrieve API with Boto3:

import boto3

bedrock_agent_runtime = boto3.client(
    service_name = "bedrock-agent-runtime"
)

def retrieve(query, kbId, numberOfResults=5):
    return bedrock_agent_runtime.retrieve(
        retrievalQuery= {
            'text': query
        },
        knowledgeBaseId=kbId,
        retrievalConfiguration= {
            'vectorSearchConfiguration': {
                'numberOfResults': numberOfResults,
                'overrideSearchType': "HYBRID/SEMANTIC", # optional
            }
        }
    )
response = retrieve("As of December 31st 2023, what is the leased square footage for physical stores in North America?", "<knowledge base id>")["retrievalResults"]

The overrideSearchType option in retrievalConfiguration offers the choice to use either HYBRID or SEMANTIC. By default, it will select the right strategy for you to give you most relevant results, and if you want to override the default option to use either hybrid or semantic search, you can set the value to HYBRID/SEMANTIC. The output of the Retrieve API includes the retrieved text chunks, the location type and URI of the source data, and the relevancy scores of the retrievals. The scores help determine which chunks best match the response of the query.

The following are the results for the preceding query using hybrid search (with some of the output redacted for brevity):

[
  {
    "content": {
      "text": "... Description of Use Leased Square Footage (1).... Physical stores (2) 22,871  ..."
    },
    "location": {
      "type": "S3",
      "s3Location": {
        "uri": "s3://<bucket_name>/amazon-10k-2023.pdf"
      }
    },
    "score": 0.6389407
  },
  {
    "content": {
      "text": "Property and equipment, net by segment is as follows (in millions): December 31, 2021 2022 2023 North America $ 83,640 $ 90,076 $ 93,632 International 21,718 23,347 24,357 AWS 43,245 60,324 72,701 Corporate 1.."
    },
    "location": {
      "type": "S3",
      "s3Location": {
        "uri": "s3://<bucket_name>/amazon-10k-2023.pdf"
      }
    },
    "score": 0.6389407
  },
  {
    "content": {
      "text": "..amortization of property and equipment acquired under finance leases of $9.9 billion, $6.1 billion, and $5.9 billion for 2021, 2022, and 2023. 54 Table of Contents Note 4 — LEASES We have entered into non-cancellable operating and finance leases for fulfillment network, data center, office, and physical store facilities as well as server and networking equipment, aircraft, and vehicles. Gross assets acquired under finance leases, ..."
    },
    "location": {
      "type": "S3",
      "s3Location": {
        "uri": "s3://<bucket_name>/amazon-10k-2023.pdf"
      }
    },
    "score": 0.61908984
  }
]

The following are the results for semantic search (with some of the output redacted for brevity):

[
  {
    "content": {
      "text": "Property and equipment, net by segment is as follows (in millions):    December 31,    2021 2022 2023   North America $ 83,640 $ 90,076 $ 93,632  International 21,718 23,347 24,357  AWS 43,245 60,324 72,701.."
    },
    "location": {
      "type": "S3",
      "s3Location": {
        "uri": "s3://<bucket_name>/amazon-10k-2023.pdf"
      }
    },
    "score": 0.6389407
  },
  {
    "content": {
      "text": "Depreciation and amortization expense on property and equipment was $22.9 billion, $24.9 billion, and $30.2 billion which includes amortization of property and equipment acquired under finance leases of $9.9 billion, $6.1 billion, and $5.9 billion for 2021, 2022, and 2023.   54        Table of Contents   Note 4 — LEASES We have entered into non-cancellable operating and finance leases for fulfillment network, data center, office, and physical store facilities as well a..."
    },
    "location": {
      "type": "S3",
      "s3Location": {
        "uri": "s3://<bucket_name>/amazon-10k-2023.pdf"
      }
    },
    "score": 0.61908984
  },
  {
    "content": {
      "text": "Incentives that we receive from property and equipment   vendors are recorded as a reduction to our costs. Property includes buildings and land that we own, along with property we have acquired under build-to-suit lease arrangements when we have control over the building during the construction period and finance lease arrangements..."
    },
    "location": {
      "type": "S3",
      "s3Location": {
        "uri": "s3://<bucket_name>/amazon-10k-2023.pdf"
      }
    },
    "score": 0.61353767
  }
]

As you can see in the results, hybrid search was able to retrieve the search result with the leased square footage for physical stores in North America as mentioned in the user query. The main reason was that hybrid search was able to combine the results from keywords such as date, physical stores, and North America in the query, whereas semantic search did not. Therefore, when the search results are augmented with the user query and the prompt, the FM won’t be able to provide the correct response in case of semantic search.

Now let’s look at the RetrieveAndGenerate API with hybrid search to understand the final response generated by the FM.

RetrieveAndGenerate API

The RetrieveAndGenerate API queries a knowledge base and generates a response based on the retrieved results. You specify the knowledge base ID as well as the FM to generate a response from the results. Amazon Bedrock converts the queries into embeddings, queries the knowledge base based on the search type, and then augments the FM prompt with the search results as context information and returns the FM-generated response.

Let’s use the query “As of December 31st 2023, what is the leased square footage for physical stores in North America?” and ask the RetrieveAndGenerate API to generate the response using our query:

def retrieveAndGenerate(input, kbId):
    return bedrock_agent_runtime.retrieve_and_generate(
        input={
            'text': input
        },
        retrieveAndGenerateConfiguration={
            'type': 'KNOWLEDGE_BASE',
            'knowledgeBaseConfiguration': {
                'knowledgeBaseId': kbId,
                'modelArn': 'arn:aws:bedrock:us-east-1::foundation-model/anthropic.claude-instant-v1'
                'retrievalConfiguration': {
                'overrideSearchType': 'HYBRID/SEMANTIC',
                }
                }
            }
        )
response = retrieveAndGenerate("As of December 31st 2023, what is the leased square footage for physical stores in North America?", "<knowledge base id>")["output"]["text"]

The following are the results using hybrid search:

22,871 thousand leased square feet

The following are the results using semantic search:

The search results do not contain any information about the leased square footage for physical stores in North America for 2023.

The actual answer for the query is 22,871 thousand leased square feet, which is generated by the hybrid search. The retrieved search results for hybrid search included the information about the leased square footage for physical stores in North America, whereas semantic search wasn’t able to fetch the right information from the vector store due to embeddings translation. Therefore, the FM couldn’t provide the correct response because it didn’t have the correct and most relevant search results.

However, for more generic questions that don’t involve entities such as physical stores or North America, both hybrid and semantic search give similar results.

The following are sample responses from a few queries demonstrating cases when both hybrid and semantic search yield similar results.

Use hybrid search and semantic search options via the Amazon Bedrock console

To use hybrid and semantic search options on the Amazon Bedrock console, complete the following steps:

1. On the Amazon Bedrock console, choose Knowledge base in the navigation pane.
2. Choose the knowledge base you created.
3. Choose Test knowledge base.
4. Choose the configurations icon.
   
5. For Search type¸ select Hybrid search (semantic & text).
   

By default, you can choose an FM to get a generated response for your query. If you want to see only the retrieved results, you can toggle Generate response off to get only retrieved results.

Conclusion

In this post, we covered the new query feature in Knowledge Bases for Amazon Bedrock, which enables hybrid search. We learned how to configure the hybrid search option in the SDK and the Amazon Bedrock console. This helps overcome some of the limitations of relying solely on semantic search, especially for searching over large collections of documents with diverse content. The use of hybrid search depends on the document type and the use case that you are trying to implement.

For additional resources, refer to the following:

• User guide: Knowledge base for Amazon Bedrock
• YouTube video: Use RAG to improve responses in generative AI application
• GitHub repo code samples: Amazon Bedrock Knowledge Base – Samples for building RAG workflows

References

Improving Retrieval Performance in RAG Pipelines with Hybrid Search

About the Authors

Mani Khanuja is a Tech Lead – Generative AI Specialists, author of the book Applied Machine Learning and High Performance Computing on AWS, and a member of the Board of Directors for Women in Manufacturing Education Foundation Board. She leads machine learning projects in various domains such as computer vision, natural language processing, and generative AI. She speaks at internal and external conferences such AWS re:Invent, Women in Manufacturing West, YouTube webinars, and GHC 23. In her free time, she likes to go for long runs along the beach.

Pallavi Nargund is a Principal Solutions Architect at AWS. In her role as a cloud technology enabler, she works with customers to understand their goals and challenges, and give prescriptive guidance to achieve their objective with AWS offerings. She is passionate about women in technology and is a core member of Women in AI/ML at Amazon. She speaks at internal and external conferences such as AWS re:Invent, AWS Summits, and webinars. Outside of work she enjoys volunteering, gardening, cycling and hiking.

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The rise of artificial intelligence (AI) has created opportunities to improve the customer experience in the contact center space. Machine learning (ML) technologies continually improve and power the contact center customer experience by providing solutions for capabilities like self-service bots, live call analytics, and post-call analytics. Self-service bots integrated with your call center can help you achieve decreased wait times, intelligent routing, decreased time to resolution through self-service functions or data collection, and improved net promoter scores (NPS). Some examples include a customer calling to check on the status of an order and receiving an update from a bot, or a customer needing to submit a renewal for a license and the chatbot collecting the necessary information, which it hands over to an agent for processing.

With Amazon Lex bots, you can use conversational AI capabilities to enable these capabilities within your call center. Amazon Lex uses automatic speech recognition (ASR) and natural language understanding (NLU) to understand the customer’s needs and assist them on their journey.

Genesys Cloud (an omni-channel orchestration and customer relationship platform) provides a contact center platform in a public cloud model that enables quick and simple integration of AWS Contact Center Intelligence (AWS CCI) to transform the modern contact center from a cost center into a profit center. As part of AWS CCI, Genesys Cloud integrates with Amazon Lex, which enables self-service, intelligent routing, and data collection capabilities.

When exploring AWS CCI capabilities with Amazon Lex and Genesys Cloud, you may be unsure of where to start on your bot design journey. To assist those who may be starting with a blank canvas, Amazon Lex provides the Amazon Lex automated chatbot designer. The automated chatbot designer uses ML to provide an initial bot design that you can then refine and launch conversational experiences faster based on your current call transcripts. With the automated chatbot designer, Amazon Lex customers and partners have a straightforward and intuitive way of designing chatbots and can reduce bot design time from weeks to hours. However, the automated chatbot designer requires transcripts to be in a certain format that is not aligned to Genesys Cloud transcript exports.

In this post, we show how you can implement an architecture using Amazon EventBridge, Amazon Simple Storage Service (Amazon S3), and AWS Lambda to automatically collect, transform, and load your Genesys call transcripts in the required format for the Amazon Lex automated chatbot designer. You can then run the automated chatbot designer on your transcripts, be given recommendations for bot design, and streamline your bot design journey.

Solution overview

The following diagram illustrates the solution architecture.

The solution workflow consists of the following steps:

1. Genesys Cloud sends iterative transcripts events to your EventBridge event bus.
2. Lambda receives the iterative transcripts from EventBridge, determines when a conversation is complete, and invokes the Transcript API within Genesys Cloud and drops the full transcript in an S3 bucket.
3. When a new full transcript is uploaded to Amazon S3, Lambda converts the Genesys Cloud formatted transcript into the required format for the Amazon Lex automated chatbot designer and copies it to an S3 bucket.
4. The Amazon Lex automated chatbot designer uses ML to build an initial bot design based on the provided Genesys Cloud transcripts.

Prerequisites

Before you deploy the solution, you must complete the following prerequisites:

1. Set up your Genesys Cloud CX account and make sure that you are able to log in. For more information on setting up your account, refer to the Genesys documentation.
2. Make sure that the right permissions are set for enabling and publishing transcripts from Genesys. For more information on setting up the required permissions, refer to Roles and permissions overview.
3. If PCI and PII encryption is required for transcription, make sure it is set up in Genesys. For more information on setting up the required permissions, refer to Are interaction transcripts encrypted when stored in the cloud.
4. Set up an AWS account with the appropriate permissions.

Deploy the Genesys EventBridge integration

To enable the EventBridge integration with Genesys Cloud, complete the following steps:

1. Log in to the Genesys Cloud environment.
2. Choose Admin, Integrations, Add Integrations, and Amazon EventBridge Source.
3. On the Configuration tab, provide the following information:
   1. For AWS Account ID, enter your AWS account ID.
   2. For AWS Account Region, enter the Region where you want EventBridge to be set up.
   3. For Event Source Suffix, enter a suffix (for example, genesys-eb-poc-demo).
4. Save your configuration.
   
5. On the EventBridge console, choose Integration in the navigation pane, then choose Partner event sources.

There should be an event source listed with a name like aws.partner/genesys.com/…/genesys-eb-poc-demo.

6. Select the partner event source and choose Associate with event bus.

The status changes from Pending to Active. This sets up the EventBridge configuration for Genesys.

Next, you set up OAuth2 credentials in Genesys Cloud for authorizing the API call to get the final transcript.

7. Navigate to the Genesys Cloud instance.
8. Choose Admin, Integrations, and OAuth.
9. Choose Add Client.
10. On the Client Details tab, provide the following information:
    1. For App Name, enter a name (for example, TranscriptInvoke-creds).
    2. For Grant Types, select Client Credentials.

Make sure you’re using the right role that has access to invoke the Transcribe APIs.

11. Choose Save.

This generates new values for Client ID and Client Secret. Copy these values to use in the next section, where you configure the template for the solution.

Deploy the solution

After you have set up the Genesys EventBridge integration, you can deploy an AWS Serverless Application Model (AWS SAM) template, which deploys the remainder of the architecture. To deploy the solution in your account, complete the following steps:

1. Install AWS SAM if not installed already. For instructions, refer to Installing the AWS SAM CLI.
2. Download the GitHub repo and unzip to your directory.
3. Navigate to the genesys-to-lex-automated-chatbot-designer folder and run the following commands:

   sam build --use-container
   sam deploy –guided

The first command builds the source of your application. The second command packages and deploys your application to AWS, with a series of prompts:

• Stack Name – Enter the name of the stack to deploy to AWS CloudFormation. This should be unique to your account and Region; a good starting point is something matching your project name.
• AWS Region – Enter the Region you want to deploy your app to. Make sure it is deployed in the same Region as the EventBridge event bus.
• Parameter GenesysBusname – Enter the bus name created when you configured the Genesys integration. The pattern of the bus name should look like aws.partner/genesys.com/*.
• Parameter ClientId – Enter the client ID you copied earlier.
• Parameter ClientSecret – Enter the client secret you copied earlier.
• Parameter FileNamePrefix – Change the default file name prefix for the target transcript file in the raw S3 bucket or keep the default.
• Parameter GenCloudEnv – Enter is the cloud environment for the specific Genesys organization. Genesys is available in more than 15 Regions worldwide as of this writing, so this value is mandatory and should point to the environment where your organization is created in Genesys (for example, usw2.pure.cloud).
• Confirm changes before deploy – If set to yes, any change sets will be shown to you before deployment for manual review. If set to no, the AWS SAM CLI will automatically deploy application changes.
• Allow SAM CLI IAM role creation – Many AWS SAM templates, including this example, create AWS Identity and Access Management (IAM) roles required for the Lambda functions included to access AWS services. By default, these are scoped down to the minimum required permissions. To deploy a CloudFormation stack that creates or modifies IAM roles, you must provide the CAPABILITY_IAM value for capabilities. If permission isn’t provided through this prompt, to deploy this example, you must explicitly pass --capabilities CAPABILITY_IAM to the sam deploy command.
• Save arguments to samconfig.toml – If set to yes, your choices will be saved to a configuration file inside the project, so that in the future you can rerun sam deploy without parameters to deploy changes to your application.

After you deploy your AWS SAM application in your account, you can test that Genesys transcripts are being sent to your account and being transformed into the required format for the Amazon Lex automated chatbot designer.

Make a test call to validate the solution

After you have set up the Genesys EventBridge integration and deployed the preceding AWS SAM template, you can make test calls and validate that files are ending up in the S3 bucket for transformed files. At a high level, you need to perform the following steps:

1. Make a test call to your Genesys instance to create a transcript.
2. Wait a few minutes and check the TransformedTranscript bucket for the output.

Run the automated chatbot designer

After you have a few days’ worth of transcripts saved in Amazon S3, you can run the automated chatbot designer through the Amazon Lex console using the steps in this section. For more information about the minimum and maximum amount of turns for the service, refer to Prepare transcripts.

1. On the Amazon Lex V2 console, choose Bots in the navigation pane.
2. Choose Create bot.
   
3. Select Start with transcripts as the creation method.
4. Give the bot a name (for this example, InsuranceBot) and provide an optional description.
5. Select Create a role with basic Amazon Lex permissions and use this as your runtime role.
   
6. After you fill out the other fields, choose Next to proceed to the language configuration.
7. Choose the language and voice for your interaction.
   
8. Specify the Amazon S3 location of the transcripts that the solution has converted for you.
9. Add additional local paths if you have a specific a folder structure within your S3 bucket.
   
10. Apply a filter (date range) for your input transcripts.
    
11. Choose Done.

You can use the status bar on the Amazon S3 console to track the analysis. Within a few hours, the automated chatbot designer surfaces a chatbot design that includes user intents, sample phrases associated with those intents, and a list of all the information required to fulfill them. The amount of time it takes to complete training depends on several factors, including the volume of transcripts and the complexity of the conversations. Typically, 600 lines of transcript are analyzed every minute.

12. Choose Review to view the intents and slot types discovered by the automated chatbot designer.
    

The Intents tab lists all the intents along with sample phrases and slots, and the Slot types tab provides a list of all the slot types along with slot type values.

13. Choose any of the intents to review the sample utterances and slots. For example, in the following screenshot, we choose ChangePassword to view the utterances.
    
14. Choose the Associated transcripts tab to review the conversations used to identify the intents.
    
15. After you review the results, select the intents and slot types relevant to your use case and choose Add.

This adds the selected intents and slot types to the bot. You can now iterate on this design by making changes such as adding prompts, merging intents or slot types, and renaming slots.

You have now used the Amazon Lex automated chatbot designer to identify common intents, utterances mapped to those intents, and information that the chatbot needs to collect to fulfill certain business functions.

Clean up

When you’re finished, clean up your resources by using the following command within the AWS SAM CLI:

sam delete

Conclusion

This post showed you how to use the Genesys Cloud CX and EventBridge integration to send your Genesys CX transcripts to your AWS account, transform them, and use them with the Amazon Lex automated chatbot designer to create sample bots, intents, utterances, and slots. This architecture can help first-time AWS CCI users and current AWS CCI users onboard more chatbots using the Genesys CX and Amazon Lex integration, or in continuous improvement opportunities where you may want to compare your current intent design to that outputted by the Amazon Lex automated chatbot designer. For more information about other AWS CCI capabilities, see Contact Center Intelligence.

About the Authors

Joe Morotti is a Solutions Architect at Amazon Web Services (AWS), helping Enterprise customers across the Midwest US. He has held a wide range of technical roles and enjoy showing customer’s art of the possible. In his free time, he enjoys spending quality time with his family exploring new places and over analyzing his sports team’s performance.

Anand Bose is a Senior Solutions Architect at Amazon Web Services, supporting ISV partners who build business applications on AWS. He is passionate about creating differentiated solutions that unlock customers for cloud adoption. Anand lives in Dallas, Texas and enjoys travelling.

Teri Ferris is responsible for architecting great customer experiences alongside business partners, leveraging Genesys technology solutions that enable Experience Orchestration for contact centers. In her role she advises on solution architecture, integrations, IVR, routing, reporting analytics, self-service, AI, outbound, mobile capabilities, omnichannel, social channels, digital, unified communications (UCaaS), and analytics and how they can streamline the customer experience. Before Genesys, she held senior leadership roles at Human Resources, Payroll, and Learning Management companies, including overseeing the Contact Center.

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