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Engage and be Engaging: Building Compassionate and Personalized Conversational Systems Rama Akkiraju IBM Distinguished Engineer

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Engage  and  be  Engaging:  Building  Compassionate  and  Personalized  Conversational  Systems

Rama  AkkirajuIBM  Distinguished  Engineer

Please  note IBM’s statements  regarding  its  plans,  directions,  and  intent  are  subject  to change  orwithdrawal without  notice  and  at  IBM’s sole  discretion.

Information  regarding potential  future  products  is  intended  to  outline  our  general  productdirection  and  it  should  not  be  relied  on  in  making  a  purchasing  decision.

The  information  mentioned regarding  potential  future  products  is  not  a  commitment,  promise,  or legal  obligation  to  deliver  any  material,  code  or functionality.  Information  about  potential  futureproducts  may not  be  incorporated  into  any  contract.

The development,  release,  and  timing  of  any  future  features  or functionality  described  for  our  products  remains  at  our  sole  discretion.

Performance  is  based  on measurements  and  projections  using  standard  IBM  benchmarks  in  a controlled  environment.  The  actual  throughput  or  performance  that  any user  will  experience  will vary  depending  upon  many  factors,  including  considerations such  as  the  amount  of  multiprogramming  in  the  user’s  job  stream,  the I/O  configuration,  the  storage  configuration,  and  theworkload processed.  Therefore,  no  assurance  can  be  given  that  an  individual user  will  achieve  results  similar  to  those  stated  here.

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Consider  this  conversation

Presentation  Title8/11/16

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What  kind  of  cuisine  do  you  prefer?

What’s  a  good  place  to  eat  in  San  Francisco?

Are  you  a  vegetarian?

Italian,  or  Mexican,  or  Indian,  or  Chinese

Do  you  like  a  fine  dining  experience  or  fast  food?

Yes

Are  you  driving,  taking  a  taxi  or  using  public  transportation?

Fine  dining

Do  you  prefer  a  restaurant  that  has  a  parking  lot  of  its  own,  or  are  you  okay  to  find  street  parking?

Driving

I  can  recommend  three  choices:  Greens  on  Marina,  Gracious  Madre  on  Mission,  and  Enjoy  Chinese  on  Kearney…

Parking  lot  would  be  good

Works!  But  takes  too  many  turns  to  arrive  at  a  solution  and  solution  is  not  personalized

Consider  thisrevisedconversation

Presentation  Title8/11/16

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What’s  a  good  place  to  eat  in  San  Francisco?

Better!  Takes  far  fewer  turns  and  offers  much  more  personalized  experience

What  kind  of  cuisine  do  you  prefer?

Joan,  because  you  are  a  vegetarian,  open  to  experiences,  prefer  fine  dining,   and  are  likely  to  drive  given  you  are  currently  renting  a  car,  I’d  recommend  Greens,  a  fusion  vegetarian  Restaurant  on  2  Marina  Blvd.  It  is  a  4.1/5-­rated  vegetarian  restaurant  with  ample  parking  and  is  within  1  mile   from  your  current  location,  so  you  could  even  walk  to  it.

Italian,  or  Mexican,  or  Indian,  or  Chinese

Cognitive  assistant  is  demonstrating  understanding  of  Joan’s  preferences,  personality,  life  events  and  personalizing  answers  accordingly.

Consider  this  conversation

Presentation  Title8/11/16

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There  are  proven,  effective  ways  to  deal  with  bullying  and  bullies.  Would  you  like  me  to  help  you?

I’m  getting  bullied   in  school.  I’m  so  upset.

Are  you  facing  verbal,  physical  or  social  bullying?

Yes.  Please.

Where  has  this  been  happening?

I  guess,  social  and  verbal  bullying.   I  can’t  focus  on  my  studies.  My  situation  is  so  hopeless.

Why  do  you  think  they  are  bullying  you?

On  the  school  bus,  during  recess,  after  school,  during  projects  –everywhere

Have  you  tried  avoiding  those  who  are  bullying  you?  

I  think  it’s  because  I’m  overweight.  They  call  me  names.  It’s  so  demeaning.

Here  is  a  short  video  on  how  to  deal  with  bullying.  This  can  help  you.

I  can’t.  they  are  my  teammates.  I  have  to  do  a  project  with  them.

Works!  But  lacks  compassion

Consider  thisrevisedconversation

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Kathy,  I’m  so  sorry  to  hear  that  you  are  facing  bullying   in  school.  Don’t  feel  distressed.  You  are  not  alone  in  this  fight.  There  are  proven,  effective  ways  to  deal  with  bullying  and  bullies.   I’m  here  to  listen  and  to  help  you  in  any  way  I  can.  Would  you  like  me  to  help  you?  

I’m  getting  bullied   in  school.  I’m  so  upset.

Are  you  facing  verbal,  physical  or  social  bullying?

Yes.  Please.

Oh!  That  is  indeed  unfortunate!  Don’t  lose  hope,  Kathy.  You  can  manage  the  situation.  I’m  here  to  help  you.  First,  let  me  ask  you  this.  Where  has  the  bullying   been  happening?  

I  guess,  social  and  verbal  bullying.   I  can’t  focus  on  my  studies.  My  situation  is  so  hopeless.

Better!  Compassionate  companion

Consider  thisrevisedconversation

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I  see.  Why  do  you  think  they  are  bullying  you?

On  the  school  bus,  during  recess,  after  school,  during  projects  –everywhere

I’m  sorry  to  hear  that.  That  is  indeed  very  insensitive  of  them  to  say  that.  Have  you  tried  avoiding  those  who  are  bullying   you?  

I  think  it’s  because  I’m  overweight.  They  call  me  names.  It’s  so  demeaning.

I  see.  Kathy,  I  can  help  you  in  the  following  ways.  I  have  access  to  some  videos  that  may  help  you.    After  you  had  a  chance  to  watch  them  and  grasp  the  techniques  suggested,  if  you  wish,  we  can  also  do  some  role  play.  That  way,  you  can  be  prepared  to  deal  with  them  next  time  you  face  them.  

I  can’t.  They  are  my  teammates.  I  have  to  do  a  project  with  them.

Cognitive  assistant  is  demonstrating  understanding  of  Kathy’s  emotional  state  and  is  working  with  her  in  a  compassionate  manner.

Better!  Compassionate  companion

To  build  compassionate  and  personalized  conversational  systems,  three  core  models  are  needed:

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Naturally3

Interact2

People1

Understand  people  at  a  deeper  level  

Understand  and  respond  in  various  mediums  in  which  interactions  can  occur

Interact2 naturally3 with  people1

Input   types:  Text,  speech,  gesturesMediums:  Computers,  mobile  devices,  robots,  avatars

Understand  styles  of  human  interaction  and  optimize  human-­computer  interaction

Building  block  1:  People  modeling/user  modeling

Naturally3

Interact2

People1

People  are  complex  beings  with  many  facets

“Who  are  these  people?”

“How   do  they  make  

decisions?”

“What  do  they  value?”

“How   do  they  think?”

“What  is  their  context?”

“What  are  their  

preferences?”

“What  are  their  

emotions?”

“How   do  they  act?”

“How   are  they  feeling?”

“What  are  their  skills?”

“How   do  they  express  

themselves?”

User  modeling:  Our  framework

An  individual  takes  action  based  on  the  combination  of  his/her  unique  being  and  environment  

Act

Be

Feel

Context

Think Options

Explore&

Decide

Inner  State Environment Outer  State

User  modeling:  Our  framework

Act

Search

Preferences

Communications Decisions

Commitments

Purchases

Context

Life  Style,  Events Sociological

Economic

Political Technological

Options

Price Promotions

Products/Services Place

FeelPerceptions

Emotions

Sensations

Attitudes

Influences

Sentiments

Be

Personality

Needs,   Values

Beliefs

Motives

Identity

Goals,  Ambitions

Interests

Think

Knowledge

Skills

Opinions

Cognitive   Style

Explore&

Decide

Choices Consequences

Session

Intent

Time

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Ready  to  use Still  in  R&D

Use  Personality  Insights  to  engage  with  individuals  at  personalized  level

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Watson-­pi-­demo.mybluemix.net

Source:  https://www.army.mil/artic le/78562/Leaving_the_battlefield__Soldier_shares_story_of_PTSD

Emotional  Analysis  helps  build  empathetic  systems

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sentiment-­and-­emotion.mybluemix.net

Use  Tone  Analyzer  to  understand  and  fine  tune  your  message

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tone-­analyzer-­demo.mybluemix.net

Building  block  2:  Human  interaction  patterns

Naturally3

Interact2

People1

Natural  interactions  among  people

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Verbal  (expressive,  aggressive,  passive)  ,  Non-­verbal  (gestures,  facial  expressions,  postures)

Dialog  strategies   Start

Giving   an  extra

Acknowledging  Need

Description   of  Need

Anger

Acknowledging  w/o  encouraging

Refocus  statements

Active  Listening

Possibility   of  mistake Admitting  

mistake

Allowing  venting

Apology

Smiles

Arranging  Follow-­up

Need   cannot  be  fulfilled   on  the  spot

Assurance   of  effort

Assurance   of  result

Mistake  has  been   made Bonus   buyoff Broken   recordUncooperative  

customer

Closing   positively

Common  Courtesy

Completing  Follow-­up

Contact  Security

Aggressiveness Disengaging

Distraction

Frustration Empathy  statement

Expediting

Expert  Recommend

ation

Explain  Reasoning   or  

action

Embarrassment Face-­Saving  Out

Conflict

FindingAgreement   Points

Following   up

Helpless

Offering  Choice

Empowering

Preventive  strike

Privacy  insurance

Privacy  concern

Probing  question

Pros  and  Cons

Providing  Alternatives

Providing  Takeaway

Confusion ProvidingExplanation Questioning  

instead   of  stating

Referral   to  supervisor

Referral   to  3rdparty

Lost  focus RefocusInappropriate  behavior Setting  Limits

Critical

Neutral   mode

Summarize   the  conversation

Silence

Thank-­you

TimeoutUse  customer  

name

Verbal  Softeners

When  questionYou’re   rightAction

Negative  Emotion

Monologue

End External Giving

Emotions

General

States

GratitudeStatementHappiness

Work  by  Michal  Shmueli-­Scheuer,  Jonathan   Herzig,   Guy  Feigenblat,   David  Konopnicki

Tone-­aware  Expressions  in  Conversations

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food-­coach.mybluemix.net

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Auto-­generated  response  in  customer  care  domain

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Agent  responses  are  auto-­generated.

Bot  personas  and  expressive  paraphrasing

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Personalized  conversational  systems

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Based  on  customer’s  emotion  and  personality  the  cognitive  bot  personalizes  responses

Detect   user   emotion

Bot   understands   user’s  personality   and  preferences   and  provides  recommendations

Change   bot   expression  based   on  user   emotion

Building  block  3:  Understand  various  mediums  in  which  human-­computer  interaction  can  occur

Naturally3

Interact2

People1

Tone-­aware  Expressions  in  Conversations

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Speech-­to-­Text Text-­to-­Speech

speech-­to-­text-­demo.mybluemix.net

text-­to-­speech-­demo.mybluemix.net

Deriving  human  expressions  from  speech,  images  and  video

Speech– Non-­verbal  clues:  pauses,  volume,  intonation,  pitch  

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Video,  images– Gestures– Facial  expressions– Eye  contact– Posture– Tone  of  voice– Distance

Bringing  it  all  together:Building  compassionate  and  personalized  conversational  systems

Naturally3

Interact2

People1

Deep-­dive:  Watson  Food-­Coach  App  

Demonstrates  how  to  incorporate  tone  and  emotion  detection  into  Conversations  and  to  design  compassionate  dialog  flow

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11/21/16World  of  Watson  2016  Page  30

Intents

Entities

Food  Coach  Dialog  Flow

31

Building  Compassionate  and  Personalized  Conversational  Agents

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Naturally3

Interact2

People1

• We  are  developing  the  platform  and  the  building  blocks  for  implementing  compassionate  and  personalized  conversational  agents.

• Checkout  our  services,  Build  your  conversational  apps  and  give  us  your  feedback!

Notices  and  disclaimers  continued  

Information   concerning   non-­IBM   products   was  obtained   from  the  suppliers   of   those   products,   their  published   announcements   or  other  publicly  available   sources.    IBM  has   not   tested   those   products   in  connection   with   this  publication   and   cannot   confirm  the   accuracy  of  performance,   compatibility  or  any   other  claims  related   to  non-­IBM   products.    Questions   on  the   capabilities   of  non-­IBM  products   should   be  addressed   to   the  suppliers   of   those   products.   IBM  does  not   warrant   the  quality   of  any  third-­party   products,   or  the   ability  of  any  such  third-­party  products   to   interoperate   with  IBM’s  products.    IBM  EXPRESSLY   DISCLAIMS  ALL   WARRANTIES,  EXPRESSED   OR  IMPLIED,  INCLUDING  BUT  NOT  LIMITED  TO,  THE  IMPLIED   WARRANTIES  OF  MERCHANTABILITY  AND  FITNESS   FOR  A  PARTICULAR  PURPOSE.  

The  provision   of   the   information   contained   herein   is  not   intended   to,  and   does  not,   grant   any  right  or  license   under  any   IBM  patents,  copyrights,   trademarks   or  other   intellectual   property   right.  

IBM,  the  IBM  logo,   ibm.com,  Aspera®,   Bluemix,  Blueworks  Live,   CICS,  Clearcase,   Cognos®,   DOORS®,  Emptoris®,  Enterprise   Document  Management   System™,   FASP®,  FileNet®,  Global  Business   Services  ®,  Global   Technology   Services  ®,  IBM  ExperienceOne™,   IBM  SmartCloud®,   IBM  Social  Business®,   Information   on  Demand,   ILOG,   Maximo®,  MQIntegrator®,   MQSeries®,  Netcool®,   OMEGAMON,  OpenPower,   PureAnalytics™,   PureApplication®,   pureCluster™,   PureCoverage®,   PureData®,   PureExperience®,   PureFlex®,  pureQuery®,  pureScale®,   PureSystems®,   QRadar®,  Rational®,   Rhapsody®,   Smarter  Commerce®,  SoDA,   SPSS,   Sterling  Commerce®,  StoredIQ,  Tealeaf®,   Tivoli®,  Trusteer®,   Unica®,  urban{code}®,   Watson,   WebSphere®,   Worklight®,  X-­Force®  and   System  z®  Z/OS,  are  trademarks   of  International   Business   Machines  Corporation,   registered   in  many   jurisdictions  worldwide.  Other   product   and   service  names   might  be  trademarks  of   IBM  or  other   companies.   A  current   list  of   IBM  trademarks   is  available   on  the   Web  at  "Copyright  and   trademark   information"   at:    www.ibm.com/legal/copytrade.shtml.

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Thank  you

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