Rulebase

Rulebase is the AI revenue workforce for financial services, providing AI agents that catch stalled onboarding, reactivate dormant accounts, and review every customer interaction to recover revenue without adding headcount.

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Founded: Not disclosed
Headquarters: Not disclosed
Company size: 1–10
Products tracked: 6

Products by Rulebase

6 products

Reactivation agentFinds dormant and never-transacted accounts, ranks them by recoverable volume, and runs per-account outreach that references each account’s specific past issue — continuously, n...0.00 reviewsCustomer Success

Onboarding agentAn AI onboarding agent that watches every application, catches each stall the moment it happens, and runs follow-up across email, SMS, WhatsApp, and calls until the account is t...0.00 reviewsCustomer Success

Retention agentMonitors live customer interactions for churn signals — long waits, negative sentiment, account-closure threats — and surfaces high-risk cases while you can still act.0.00 reviewsCustomer Success

Proactive IntelligenceReads 100% of customer interactions as they happen and hands you the signal — what’s broken, what’s missing, why customers leave — while you can still act.0.00 reviewsFeedback & Experience Analytics

AutoQAAutoQA reads every conversation live and scores it against your SOPs.0.00 reviewsAgent Assist & Quality

CoachingTurns AutoQA findings into customer simulations built on agents’ own conversations, delivering targeted, real-time per-agent coaching.0.00 reviewsConversation Intelligence & Coaching

Pricing for Rulebase

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Contact Rulebase for current plans, volume pricing, and enterprise terms.

Trust profile

Security and compliance

SOC 2

PCI DSS

Latest updates from Rulebase

Jul 142026

Partnership

Rulebase and Rho Announce Multi-Year Partnership to Automate Customer Operations

Rulebase and Rho have entered a multi-year partnership to automate Rho’s customer operations. The initiative uses Rulebase’s AI to analyze customer interactions across phone, email, and chat in real time, replacing manual sampling with full-scale review. The integration allows Rho’s internal teams to receive automated alerts for at-risk accounts or SLA breaches, enabling proactive intervention and coaching. Rho reported that the implementation expanded quality assurance coverage to 100% of interactions and resulted in a 3x reduction in customer escalations.

PartnerRho

Jul 82026

Product launch

Rulebase Launches AI Revenue Agents for Financial Services

Rulebase has launched 'Revenue Agents,' a new AI-driven product for financial services companies. Designed to manage account onboarding, activation, and service recovery, the agents operate across email, SMS, WhatsApp, and voice by monitoring triggers such as document uploads or status changes. Each agent manages a specific task to completion, providing context to human reviewers when complex judgment is required. The product aims to address revenue loss from stalled accounts and has shown early indicators of faster activation timelines in initial applications.

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