Rulebase

AI platform for customer operations that reviews every conversation and deploys specialist agents to resolve issues and activate accounts.

Rulebase is an AI-powered customer operations platform built specifically for financial services and fintech companies. It reviews 100% of conversations across human and AI agents in real time, then deploys specialist agents to act on what it finds — chasing unresolved issues, following up on stalled accounts, and driving activation across email, SMS, WhatsApp, and calls. Rulebase handles quality assurance, compliance monitoring, and agent coaching simultaneously, with built-in guardrails for regulated environments. It automates KYC, KYB, and UBO document collection, integrates with existing stacks, and surfaces critical alerts directly in Slack, helping leading fintechs scale customer operations without changing how their teams work.