QnABot on AWS

Overview

QnABot on AWS is a multi-channel, multi-language conversational interface (chatbot) that responds to your customer’s questions, answers, and feedback. It allows you to deploy a fully functional chatbot across multiple channels including chat, voice, SMS, and Amazon Alexa. The solution’s content management environment, and contact center integration wizard allow you to set up and customize an environment that provides the following benefits:

• Enhance your customer’s experience by providing personalized tutorials and question and answer support with intelligent multi-part interaction

• Reduce call center wait times by automating customer support workflows

• Implement the latest machine learning technology to create engaging, human-like interactions for chatbots

Architecture Overview

Deploying this solution with the default parameters deploys the following components in your AWS account (bordered components are optional).

Figure 1: QnABot on AWS architecture

The high-level process flow for the solution components deployed with the AWS CloudFormation template is as follows:

1. The admin deploys the solution into their AWS account, opens the Content Designer UI or Amazon Lex web client, and uses Amazon Cognito to authenticate.

2. After authentication, Amazon API Gateway and Amazon S3 deliver the contents of the Content Designer UI.

3. The admin configures questions and answers in the Content Designer and the UI sends requests to Amazon API Gateway to save the questions and answers.

4. The Content Designer AWS Lambda function saves the input in Amazon OpenSearch Service in a questions bank index. If using text embeddings, these requests will first pass through a ML model hosted on Amazon SageMaker to generate embeddings before being saved into the question bank on OpenSearch.

5. Users of the chatbot interact with Amazon Lex via the web client UI, Amazon Alexa or Amazon Connect.

6. Amazon Lex forwards requests to the Bot Fulfillment AWS Lambda function. Users can also send requests to this Lambda function via Amazon Alexa devices.

7. The Bot Fulfillment AWS Lambda function takes the users input and uses Amazon Comprehend and Amazon Translate (if necessary) to translate non-Native Language requests to the Native Language selected by the user during the deployment and then looks up the answer in in Amazon OpenSearch Service. If using LLM features such as text generation and text embeddings, these requests will first pass through various ML models hosted on Amazon SageMaker to generate the search query and embeddings to compare with those saved in the question bank on OpenSearch.

8. If an Amazon Kendra index is configured for fallback, the Bot Fulfillment AWS Lambda function forwards the request to Kendra if no matches were returned from the OpenSearch question bank. The text generation LLM can optionally be used to create the search query and to synthesize a response given the returned document excerpts.

9. User interactions with the Bot Fulfillment function generate logs and metrics data, which is sent to Amazon Kinesis Data Firehose then to Amazon S3 for later data analysis.

Refer to the implementation guide for detailed instructions on deploying QnABot in your AWS account.

Alternatively, if you want to custom deploy QnABot on AWS, refer to the details below.

Custom deployment of QnABot on AWS

Environment Prerequisites

• Run Linux. (tested on Amazon Linux)
• Install npm >8.6.0 and node >18.X.X (instructions)
• Install and configure git lfs (instructions)
• Clone this repo.
• Set up an AWS account. (instructions)
• Configure AWS CLI and a local credentials file. (instructions)

Build a version

Navigate to the root directory of QnABot (directory will be created once you have cloned this repo).

Install node.js modules of QnABot:

npm install

Next, set up your configuration file:

npm run config

now edit config.json for the following parameters:

param	description
region	the AWS region to launch stacks in
profile	the AWS credential profile to use
namespace	a logical name space to run your templates in such as dev, test and/or prod
devEmail(required)	the email to use when creating admin users in automated stack launches

Next, use the following command to launch a CloudFormation template to create the S3 bucket to be used for Lambda code and CloudFormation templates. Wait for this template to complete (you can watch progress from the command line or AWS CloudFormation console)

npm run bootstrap

Finally, use the following command to launch template to deploy the QnABot in your AWS account. When the stack has completed you will be able to log into the Designer UI (The URL is an output of the template). A temporary password to the email in your config.json:

npm run up

If you have an existing stack you can run the following to update your stack:

npm run update

Testing

Running Unit Tests

To run unit tests execute the following command from the root folder:

npm test

To update the test snapshots when modifying the /website or /templates directory, execute the following command:

npm run test:update:snapshot

Running Regression Tests

NOTE: Running regression tests will create, modify, and delete content and settings from the Content Designer. Only run regression tests on non-production bots where loss or modification of content and settings is acceptable.

This runs integration tests against a deployed QnABot deployment in your account. Before running the tests follow the above steps to build and deploy a version or deploy using the template from the QnABot landing page: Launch QnABot.

1. Start from the /.nightswatch directory:

cd .nightswatch

2. Install the dependencies of the automated testing:

brew install python@3
brew install geckodriver
brew install --cask chromedriver
pip3 install virtualenv

3. Set up a virtual environment for testing, and install the project dependencies into it.

python3 -m virtualenv venv
source ./venv/bin/activate
pip install -r requirements.txt

4. Ensure you are logged in to the AWS CLI.

Set the following environment variables to point to the a QnA Bot deployment under test:

export CURRENT_STACK_REGION='<QNA BOT Region>'
export CURRENT_STACK_NAME='<QNA BOT Cloudformation Stack Name>'
export EMAIL='<admin user e-mail>

Optionally provide a username and password for an Admin user to test with. If these environment variables are not set then a default 'QnaAdmin' user will be created during the initial test. If you want to run a specific test then provide a username since the default user will only be created in the initial test.

export USER='<QNA BOT existing admin user>'
export PASSWORD='<QNA BOT existing admin password>'

If you'd like to launch the browser while running tests then also set the below env variable:

export HEADLESS_BROWSER='false'

If you'd like to see to start and end time for each test:

export TIMESTAMPS='true'

If you want to use a specific AWS profile for the test. If not set, the regression test will use the current AWS session that it's running in.

export TEST_ACCOUNT_PROFILE_NAMES=<AWS profile name>

5. The LLM and Kendra tests will only run if the deployed bot has these features enabled. Follow the steps in the Implementation Guide to enable these features to test them:

• LLM
  • Set LLMApi to SAGEMAKER. For more information, please Enabling LLM support. If stack update fails, check your quota for ml.g5.12xlarge for endpoint usage as mentioned in the note of this article.
• Kendra
  • Create an index and note the Index ID. For IAM role, you can create a custom new role for this from the dropdown. Creating an index
  • Update deployed stack's parameter DefaultKendraIndexId with Index ID created in the previous step.

6. Run the regression tests from within the test folder:

cd functional
pytest -v

Publishing

Power users interested in releasing a custom QnABot can use the following instructions for publishing the deployment artifacts available to external users.

Create an S3 bucket to host the templates from (see $DIST_OUTPUT_BUCKET below). You will also need regional buckets for each region your users will deploy from. The regional buckets must be named $DIST_OUTPUT_BUCKET-$AWS_REGION. You will need to provide appropriate access permissions to the buckets for your targeted users. Please refer to the below links for buckets security and access control best practices:

• https://docs.aws.amazon.com/AmazonS3/latest/userguide/access-control-block-public-access.html#access-control-block-public-access-policy-status
• https://docs.aws.amazon.com/AmazonS3/latest/userguide/access-control-best-practices.html
• https://docs.aws.amazon.com/AmazonS3/latest/userguide/security.html

NOTE: All buckets must have versioning enabled, otherwise the stack will fail to deploy.

Set the following environment variables for your custom QnABot:

export DIST_OUTPUT_BUCKET='<name of the bucket to upload artifacts to>'
export SOLUTION_NAME='<name of your custom bot>'
export VERSION='<bot version>'
export AWS_REGIONS=("us-east-1" "us-west-2" "ap-southeast-1" "ap-southeast-2" "ca-central-1" "eu-west-1" "ap-northeast-1" "eu-central-1" "eu-west-2" "ap-northeast-2")

The above variables will determine the bucket URL path where your bot will be hosted from. The AWS_REGIONS array is a list of all regions QnABot supports. The list can be modified as necessary if your bot version will not be deployed in certain regions.

Run the following commands to upload the current local version to the specified bucket:

cd deployment
./build-s3-dist.sh $DIST_OUTPUT_BUCKET $SOLUTION_NAME $VERSION
aws s3 cp global-s3-assets/  s3://$DIST_OUTPUT_BUCKET/$SOLUTION_NAME/$VERSION/ --recursive --acl bucket-owner-full-control

Create S3 buckets for each region if they do not already exist. These buckets will need to be configured for public use:

for region in "${AWS_REGIONS[@]}";
do
  if aws s3api head-bucket --bucket "$DIST_OUTPUT_BUCKET-$region" 2>/dev/null
  then 
    echo "Bucket exists: s3://$DIST_OUTPUT_BUCKET-$region"
  else 
    aws s3api create-bucket --bucket "$DIST_OUTPUT_BUCKET-$region"
    echo "Created bucket: s3://$DIST_OUTPUT_BUCKET-$region"
  fi
done

Run the below command for each region:

for region in "${AWS_REGIONS[@]}";
do
  if aws s3api head-bucket --bucket "$DIST_OUTPUT_BUCKET-$region" 2>/dev/null
  then 
    aws s3 cp regional-s3-assets/ s3://$DIST_OUTPUT_BUCKET-$region/$SOLUTION_NAME/$VERSION/ --recursive --acl bucket-owner-full-control 
  else 
    echo "Bucket not found: s3://$DIST_OUTPUT_BUCKET-$region"
  fi
done

The template can be deployed from the following URL for all regions:

echo https://$DIST_OUTPUT_BUCKET.s3.amazonaws.com/$SOLUTION_NAME/$VERSION/qnabot-on-aws-main.template

Publishing best practices

1. Never overwrite a published artifact when it is available to external users. Increment the version to upload new artifacts and keep previous versions immutable. Enable bucket versioning to recover artifacts. You may also decide to have a 'latest' version which will always contain the latest version of your bot.
2. After uploading the artifacts, deploy and test from the S3 URL before releasing to any external users.

Run Webpack in Development Mode

In order to run Webpack in Development Mode, make sure to have the following

• Existing deployment of QnABot on AWS

Navigate to the root directory of QnABot (directory will be created once you have cloned this repo).

npm install

Next, assign the environment variable, ASSET_BUCKET_NAME located in package.json in the npm script dev mode. This is the name of the bucket QnABot loads ./website assets to and is usually named <stack-name>-bucket-<randomly-generated-chars>.

Once set up correctly, run

npm run dev-mode

This should set Webpack to development mode and upload assets in ./website/build to ASSET_BUCKET_NAME. This will also watch for any changes in ./website and reload assets into your bucket if the assets change.

Designer UI Compatibility

Currently the only browsers supported are:

• Chrome
• Firefox

Built With

• Vue
• Webpack

License

Refer to LICENSE.txt file for details.

New features

Refer to CHANGELOG.md file for details of new features in each version.

A workshop is also available that walks you through QnABot features.

QnABot Deployable Solution Versions

As QnABot evolves over the years, it makes use of various services and functionality which may go in and out of support. This section serves as a reference to the deployable solution versions along with links to their Public and VPC CloudFormation templates.

Note: Deployable solution versions refers to the ability to deploy the version of QnABot in their AWS accounts. Actively supported versions for QnABot is only available for the latest version of QnABot.

Deployable Versions

• v5.5.1 - Public/VPC
• v5.5.0 - Public/VPC
  • Vue has been upgraded from Vue 2 to 3. We highly recommend to use or upgrade to this version due to Vue 2 reaching End of Life (EOL), which affects all previous versions of QnABot. For more information, see below.
• v5.4.5 - Public/VPC
  • For those upgrading from v5.4.X to later versions, if you are upgrading from a deployment with LLMApi set to SAGEMAKER then set this value to DISABLED before upgrading. After upgrading, return this value back to SAGEMAKER.
• v5.4.4 - Public/VPC
• v5.4.3 - Public/VPC
  • We do not recommend to use this version due to a potential issue with the testall functionality which may introduce a high number of versions stored in the testall S3 bucket. Please use the latest version available.
• v5.4.2 - Public/VPC
  • We do not recommend to use this version due to a potential issue with the testall functionality which may introduce a high number of versions stored in the testall S3 bucket. Please use the latest version available.
• v5.4.1 - Public/VPC
• v5.4.0 - Public/VPC
  • Note: Lambda Runtimes have been updated this release. Solution now uses: [nodejs18 and python3.10]
• v5.3.4 - Public/VPC
• v5.3.3 - Public/VPC
• v5.3.2 - Public/VPC
• v5.3.1 - Public/VPC
• v5.3.0 - Public/VPC
• v5.2.7 - Public/VPC
• v5.2.6 - Public/VPC
• v5.2.5 - Public/VPC
• v5.2.4 - Public/VPC
• v5.2.3 - Public/VPC
• v5.2.2 - Public/VPC
• v5.2.1 - Public/VPC
  • Note: Lambda Runtimes have been updated this release. Solution now uses: [nodejs16 and python3.9]

Undeployable Versions

• All solutions less than v5.2.1 are no longer deployable due to Lambda Runtime deprecations.

Upcoming/Recent deprecations

• nodejs16 will enter Phase 1 deprecation on Mar 11, 2024.
• Vue 2 will reach End of Life (EOL) on December 31st, 2023.

Why would a solution version no longer be deployable?

For QnABot, the most common reason is due to AWS Lambda Runtimes being deprecated. When a Lambda runtime has been marked as deprecated, customers can no longer create new Lambda functions in their AWS account. This means that older versions of our solutions that make use of those runtimes will fail to deploy. This makes it hard for the community to provide support as we are unable to deploy a similar environment to investigate issues and reproduce bug reports.

What should I do if my version of the solution is no longer deployable?

If you've currently got an existing deployment working for you, there is nothing requiring you to update. However, it is strongly recommended that you build a plan to test and migrate production deployments to a supported version. The further away a deployment gets from latest the greater risk it is at to experiencing instability (especially with regards to deployment).

And for those looking to get started with the solution for the first time, it is always recommended you use the latest version. It is the most secure, stable, and feature-rich version of QnABot!

How do I update my solution version?

In most cases, a simple Update Stack operation should allow you to migrate your instance onto a newer version while maintaining your data on the new deployment.

Note: For those upgrading from v5.4.X to later versions, if you are upgrading from a deployment with LLMApi set to SAGEMAKER then set this value to DISABLED before upgrading. After upgrading, return this value back to SAGEMAKER.

The team strongly recommends that any upgrades (especially between minor/major versions) first be tested on a non-production instance to check for any regressions. This is critical if you have made custom modifications to your deployment, integrate with external services, or are jumping between multiple versions.

Some additional precautions you can take are:

• export all of your questions using the Content Designer UI (instructions)
• export all of your settings using the Content Designer UI (click Export Settings at the bottom of settings page)
• backup DynamoDB table (instructions)
• create a manual snapshot of your OpenSearch Domain (instructions)

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Anonymous Metrics

This solution collects anonymous operational metrics to help AWS improve the quality of features of the solution. For more information, including how to disable this capability, please see the implementation guide.

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Copyright Amazon.com, Inc. or its affiliates. All Rights Reserved.

Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at

http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.