Ashlynn KenterAtlas Traders

Live

Watching the conversation in real time

AI for customer operations, built for financial services.

Rulebase reviews every conversation across your human and AI agents, then puts specialist agents on what it finds, chasing issues to resolution and stalled customers to activation.

Watch how Rho transformed their CX team to generate revenue and scale faster.

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Trusted by the fastest growing financial services.

The operating system for
customer operations

Quality & Compliance

Review 100% of conversations in real time. Quality, compliance, and coaching handled together.

Revenue

Proactive agents that turn approved accounts into transacting ones.

Intelligence

Real-time insights into every customer interaction, risk score, and revenue opportunity.

Low scores

Charlie Lubin3d ago

Sarah Kalzoni3d ago

High scores

Chance Korsgaard1d ago

Talan Westervelt2d ago

Real-time QA on every interaction

Every conversation reviewed and scored in real time against your scorecards. Quality, compliance, and process checked together.

James Smith

Billing Error Correction20 mins

A customer was charged the wrong amount on their last invoice. They want a corrected bill and a credit applied.

Begin

Coaching on autopilot

Turn issues into coaching instantly. No more manual calibration spreadsheets.

Complaints

Customer threatening to leaveJust now

Wrong product info given1m ago

Complaint forming not escalated3m ago

There are 4 new complaints here. I've reported these you can check them in the Complaints page.

Just now

Real-time alerting

Catch failing conversations, complaint spikes, and sentiment drops the moment they happen.

Transfer failed, funds not returned.

Received & classified

Payment disputeauto-tagged

Routed to compliance

Assigned and documented

Resolution in progress

Deadline tracked automatically

Customer notified

Complaint & dispute intake

Surface and resolve complaints before deadlines pass, with automatic routing and follow-up.

Complaint detect

Categorized

Route to team lead

Document to case log

Workflows

Turn insights into action: route, escalate, document, and follow up automatically.

Catch every stall, run every follow-up, and activate accounts 3x faster.

Agents watch every account across the lifecycle, catch stalled revenue, and run the follow-up until the account is transacting.

Resolve every customer moment before it becomes a problem.

AutoQA

Review every interaction in real time. Replace the 3% sample with 100% coverage, scored against your SOPs.

Coaching

Turn every QA finding into targeted, automatic per-agent coaching.

Proactive Intelligence

Ask your data anything, from churn signals to stuck cases. Critical issues alert your team in Slack in real time.

Summary

James Carter reported being charged twice for a single card payment and losing access to the funds. Read more

Timeliness

Did the agent respond
within the SLA window?

Auto Fail0/5

James’s first message went unanswered for 41 minutes, far beyond the 5-minute first-response target. Two follow-up questions were also left unanswered before the ticket was closed, so the interaction breached the timeliness standard.

Passed checks (6)Not applicable checks (2)

Check 1

For @Chats, the agent should send a first response within 5 minutes and acknowledge the customer’s issue before troubleshooting.

"Rulebase is AI for customer ops at fintechs. It watches every interaction, flags risk in real time, and works the follow-up."

Oremeyi Adeola Okah

Chief Customer Officer at Interswitch

Compliance and security
guardrails built in.

SOC 2 Type II. GDPR. PCI DSS. Zero AI training on your data. Built for the compliance demands of regulated financial services.

SOC Type 2

We meet SOC 2 requirements to ensure secure and compliant management of data across all our systems.

GDPR

With our operations in Ireland, we operate under GDPR – the world's strictest standard for data privacy.

PCI DSS

We protect cardholder and payment data in line with PCI DSS standards, ensuring secure processing across all transactions.

Encryption

We encrypt your data with AES-256 at rest and TLS in transit, ensuring end-to-end protection for every byte.

Today, teams review a fraction of their conversations. Compliance risk hides in the rest. Documents go missing and onboarding stalls. Valuable customers slip away.