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🤖:speech_balloon: the rise of the serverless bot

                                                                                 
                                                                               🔀 @brianleroux
                                                                               💌 brian@begin.com




























📞 significant communication technologies of our lifetimes ⚓️

#!💻 personal computing 
#!🕸 the interwebs     
#!📱 mobile             
#!💬 messaging? (at least we think so!)
























                                                                                             📟 📠 📺 📻

🤓 a swath of terms

- chatbots 
- agents
- assistants
- conversational ui/ux
- conversation as a platform


😍 Everyone is talking about the same thing:
         
                                          #!🤖 bots 
                         
                                
                                         

                                                                                              
                                                                                              
                                                                                              
                                                                                              
                                                                                              
                                                                                              
                                                                                              
                                                                                              
                                                                                              
                                                                                              

Bots aren't super new

But this manifestation is. These Bots are not here just to chat. 

      🐧  "This Bot is a superagent acting on your behalf 
          and it is better for some things than using an App"

      🐮  "Similar to web tech a Bot can exist simultaneously 
          across different platforms and adapt seamlessly through 
          contexts they are in. The interfaces is conversation 
          and the conversation can move between platforms 
          transparently."

      🐧  "Right!"

      🐮  "👊🏾"
Oldschool Bot platforms
- irc
- email
- sms
Nuschool Bot platforms
- Slack
- Hipchat
- Messenger 
- Telegram
- Kik
- Whatsapp










👭👬 simultaneously the smallest unit of compute has become a function


                                                                                              Kinda rad.


                                                                                              
                                                                                              
                                                                                              
                                                                                              

💰 function pricing

  • 🙉 AWS First 1 million requests per month are free. $0.20 per 1 million requests thereafter ($0.0000002 per request)
  • 🙊 Google pricing remains unannounced
  • 🙈 Azure Function requests are charged per million requests, with the first 1 million requests free. [Then ambigous] pay for what you use with compute metered to the nearest 100ms at Per/GB





















                                       I find Azure pricing nebulous and confusing. Maybe thats just me.

For begin.com we chose AWS Lambda

However, I believe any of these solutions is a fine choice. 

- The lockin risk at the function level is trivial to avoid
- Vendors increasing exponentially while compute continues to get cheaper
- Accelerant (time to deploy and ease of maintenance)
- AWS services surrounding Lambda are amazing and by far industry leading
























💸 The real cost

"Lisp programmers know the value of everything and the cost of nothing." - Alan Perlis ripping off Oscar Wilde
``` The real price you'll pay is the cost of a adopting a new microservice style architecture.

👉 A new way of thinking for your dev team 👉 Also the tools for container techniques are still new(ish) and often raw 👉 Many repos that produce even smaller deployment artifacts makes dep mgmt tricky 👉 Many repos can also make deployment tricky (to mitigate automate everything from day zero)

(Truly it is cheap enough to experiment with all them and I totally recommend you do.)

---
                                      ΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛ
                                      ΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛ
                                      ΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛ
                                      ΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛ
                                      ΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛ
                                      ΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛ
                                      ΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛ
                                      ΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛ
                                      ΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛ
                                      ΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛ
                                      ΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛ
                                      ΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛΛ

                                      Let's dig into Lambdas

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---
## 📚 There are three types of Lambda function

🗣 .-------------------------------------------------------------------------------------. | 1. 📗 Lambdas that return a value (Typically, but not exclusively, thru API Gateway) | | 2. 📘 Lambdas as an event source (S3 events, SNS topics and DynamoDB triggers) | | 3. 📙 Lambdas that run on a schedule | '-------------------------------------------------------------------------------------' .--------------------===========--------------------------------. ( AWS doesn't make a distinction with 2 & 3 ) ( 'CloudWatch Events - Schedule' is an event source )
( However it is a good idea to seperate these types of function ) '-----------------=========-------------------------------------' 🗿

```javascript
/**
 * a typical Lambda signature
 */
exports.handler = function(event, context) {
  // event is an arbitrary payload of data from whatever source invoked the Lambda
  // context is an object with information about the execution environment
  //   AND it has function members for asynchronous: `succeed`, `fail` or shorthand err first `done`
  //   alternately you can pass third param of a node style callback (aka an errback)
  context.done(null, {ok:true})
}
 
 
--- ```javascript

/**

  • So lets see how we can combine those ideas: and build ourselves a serverless Bot
  • specifically, lets build an SMS bot
  • then we will port it to Slack

*/

<blockquote>&nbsp;</blockquote>
<blockquote>&nbsp;</blockquote>
<blockquote>&nbsp;</blockquote>
---
## the pick axes ⛏ the shovels 🕳 the building blocks 🔩

| Lets write some code                             |                       |
|:------------------------------------------------ | --------------------- |
| 💎 Hello world Lambda function                    |💎|
| 💎 Expose endopint to the web with API Gateway    |💎💎|
| 💎 Wire up SMS with Twilio                        |💎💎💎|
| 💎 Port to Slack                                  |💎💎💎💎|

---
### :satellite::satellite: a lambda that returns a value :mailbox:
Here is a vanilla AWS Lambda example for performing a sum. Given `event.query.x = 1` it will return `{count:2}`.
```javascript

exports.handler = function sum(event, context) {
  var errors = []
  if (typeof event.query === 'undefined') {
    errors.push(ReferenceError('missing event.query'))
  }
  if (event.query && typeof event.query != 'object') {
    errors.push(TypeError('event.query not an object'))
  }
  if (typeof event.query.x === 'undefined') {
    errors.push(ReferenceError('event.query not an object'))
  }
  if (event.query.x && typeof event.query.x != 'number') {
    errors.push(TypeError('event.query not an object'))
  }
  if (errors.length) {
    // otherwise Error would return [{}, {}, {}, {}]
    var err = errors.map(function(e) {return e.message})
    context.fail(err) 
  }
  else {
    context.succeed({count:event.query.x + 1})
  }
}
Validating a _single variable_ `event.query.x`!!
--- ### 😅 Huge amount of vanilla AWS Lambda code is quirky parameter validation ``` AWS API Gateway gives you control but this still means one or more of:
  • headers
  • querystring
  • form body
  • url parameters

Take this simple url for example:

                 https://fake.com/posts/3/comments/5?success=true
  • event.params.post_id

  • event.params.comment_id

  • event.query.success

                                        ¯\_(ツ)_/¯ 
    
---
## Postels Law: maybe not such a good idea 🤔
- It isn't heresy to acknowledge `HTTP` is a weird protocol 
- In the example above we are validating one querystring parameter `x`... just imagine a big payload! 😮
- Worse still, `Error` requires manual serialization: remember [a string is not an error](http://www.devthought.com/2011/12/22/a-string-is-not-an-error)
- The latter part of this vanilla code uses the funky AWS context object
                                         We can do better!
---
## 😻🎀 microlibraries for microservices
```javascript



var validate = require('@smallwins/validate')
var lambda = require('@smallwins/lambda')

function sum(event, callback) {
  var schema = {
    'query':   {required:true, type:Object},
    'query.x': {required:true, type:Number}
  }
  var errors = validate(event, schema)
  if (errors) {
    callback(errors)
  }
  else {
    var result = {count:event.query.x + 1}
    callback(null, result)
  }
}

exports.handler = lambda(sum)










👯👯👯 run in series

var validate = require('@smallwins/validate')
var lambda = require('@smallwins/lambda')

function valid(event, callback) {
  var schema = {
    'body':          {required:true, type:Object},
    'body.username': {required:true, type:String},
    'body.password': {required:true, type:String}
  }
  validate(event, schema, callback)
}

function authorized(event, callback) {
  var loggedIn = event.body.username === 'sutro' && event.body.password === 'cat'
  if (!loggedIn) {
    // err first
    callback(Error('not found'))
  }
  else {
    // successful login
    event.account = {
      loggedIn: loggedIn,
      name: 'sutro furry pants'
    }
    callback(null, event)
  }
}

function safe(event, callback) {
  callback(null, {account:event.account})
}

exports.handler = lambda(valid, authorized, safe)

💾 save a record from a dynamodb trigger 💥🔫

AWS DynamoDB triggers invoke a Lambda function if anything happens to a table. The payload is usually a big array of records. @smallwins/lambda allows you to focus on processing a single record but executes the function in parallel on all the results in the Dynamo invocation. For convenience the same middleware chaining is supported.

var lambda = require('@smallwins/lambda')

function save(record, callback) {
  console.log('save a version ', record)
  callback(null, record)
}

exports.handler = lambda.sources.dynamo.save(save)









💌 api 💭✨

  • lambda(...fns) create a Lambda that returns a serialized json result {ok:true|false}
  • lambda([fns], callback) create a Lambda and handle result with your own errback formatter
  • lambda.local(fn, fakeEvent, (err, result)=>) run a Lambda locally offline by faking the event obj
  • lambda.sources.dynamo.all(...fns) run on INSERT, MODIFY and REMOVE
  • lambda.sources.dynamo.save(...fns) run on INSERT and MODIFY
  • lambda.sources.dynamo.insert(...fns) run on INSERT only
  • lambda.sources.dynamo.modify(...fns) run on MODIFY only
  • lambda.sources.dynamo.remove(...fns) run on REMOVE only


















#! automatations 📝

@smallwins/lambda includes some helpful automation code perfect for npm scripts. If you have a project that looks like this:

project-of-lambdas/
 |-test/
 |-src/
 |  '-lambdas/
 |     |-signup/
 |     |  |-index.js
 |     |  |-test.js
 |     |  '-package.json <--- name property should equal the deployed lambda name
 |     |-login/
 |     '-logout/
 '-package.json

And a package.json like this:

{
  "name":"project-of-lambdas",
  "scripts": {
    "create":"AWS_PROFILE=smallwins lambda-create",
    "list":"AWS_PROFILE=smallwins lambda-list",
    "deploy":"AWS_PROFILE=smallwins lambda-deploy",
    "invoke":"AWS_PROFILE=smallwins lambda-invoke",
    "local":"AWS_PROFILE=smallwins lambda-local",
    "deps":"AWS_PROFILE=smallwins lambda-deps",
    "log":"AWS_PROFILE=smallwins lambda-log"
  }
}

You get:


⏩ npm run scripts 🏃💨

This is 🔑! Staying in the flow with your terminal by reducing hunts for information in the AWS Console. :shipit:📈

  • 👉 npm run create src/lambdas/forgot creates a new lambda named forgot at src/lambdas/forgot
  • 👉 npm run list lists all deployed lambdas and all their alias@versions
  • 👉 npm run deploy src/lambdas/signup brian deploys the lambda with the alias brian
  • 👉 npm run invoke src/lambdas/login brian '{"email":"b@brian.io", "pswd":"..."}' to remote invoke a deployed lambda
  • 👉 npm run local src/lambdas/login brian '{"email":"b@brian.io", "pswd":"..."}' to locally invoke a lambda
  • 👉 npm run deps src/lambdas/* for a report of all your lambda deps
  • 👉 npm run log src/lambdas/logout to view the cloudwatch invocation logs for that lambda (remote console.log statements show up here)

Note: these scripts assume each lambda has it's own nested package.json file with a name property that matches the lambda name.















💫 create a lambda function in the aws console

  • @smallwins/lambda is deliberately a data flow control library with some convienance scripts
  • @smallwins/lambda is not a confiuration utility (aka a framework)
  • Do your config business in the AWS console: it is a best tool for that job (except when it isn't)
mkdir lambdabot
cd lambdabot/ && npm init -y
npm i @smallwins/lambda --save

Then add the following to your package.json:

{
  "name": "bots",
  "version": "1.0.0",
  "scripts": {
    "create": "lambda-create",
    "list": "lambda-list",
    "deploy": "lambda-deploy",
    "invoke": "lambda-invoke",
    "invoke": "lambda-local",
    "deps": "lambda-deps",
    "log": "lambda-log"
  },
  "dependencies": {
    "@smallwins/lambda": "^4.8.0"
  }
}

🐩 Now you can create a Lambda!

npm run create lambdabot
npm i
npm run deploy lambdabot brian
npm run invoke lambdabot brian ""








































                                          lets look at the code

















Bot UX

All good Bots will always respond to:

  • help
  • status
  • blank input

And make sure your Bot can bashfully acknowledge things it does not understand!


















       🤖 
       |
       |
       |
       |
       '--------------------------------------------------------.
                                              | thx!            }
                                              | ping me anytime }
                                              | brian@begin.com }
                                              '-----------------'











TEASER!

I plan to update this repo with:

part 1: call and response (alphabots)

  1. a look at data formats for knowledgebases
  2. regular expressions and natural language processing
  3. alice, superscript, rive, chatscript

part 2: scripting (betabots)

  1. payload and reply
  2. the middleware pattern

part 3: stateful (bots)

  1. aws storage options
  2. finite state machines for stateful conversations
  3. various ML techniques for fuzzy decision making

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