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.
We run customer operations for regulated industries with AI. Our QA layer reviews every interaction, human and AI, cutting manual QA by 99%. On top of it sit specialist agents for onboarding, remediation, reactivation, and retention that own accounts from approved to transacting, chasing customers over WhatsApp, email, and SMS
Finds 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...
An 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...
Monitors live customer interactions for churn signals — long waits, negative sentiment, account-closure threats — and surfaces high-risk cases while you can still act.
Reads 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.
Turns AutoQA findings into customer simulations built on agents’ own conversations, delivering targeted, real-time per-agent coaching.
What customers say
Rulebase reports that Kuda expanded conversation QA coverage from roughly 3% to 98%, flagged and routed over 20,000 high-risk conversations, and saved more than 50 hours of manual work monthly through automated review…
Rulebase reports that Rho uses conversation review across human and AI agents, coaching, and automated follow-up. Reported outcomes include coverage rising from 3–5% to 100%, a threefold reduction in customer…
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
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.
