Rulebase Platform logo

Rulebase Platform

by Rulebase · Since 2024
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ActiveAvailable globallyCloud
Quick facts
VendorRulebase
Year launched2024
StatusActive
LocationUSA
Countries servedGlobal
Languages1
IntegrationsN/A
Free tierN/A
Free trialN/A
Contact salesYES

About Rulebase Platform

Rulebase Platform is an AI software from Rulebase designed for back-office operations. It provides capabilities to review every customer interaction, instantly flag high-risk issues, and surface insights that help users act faster. This platform aids in identifying and addressing potential risks in real-time, enabling businesses to respond promptly to customer needs. Additionally, it supports data-driven decision-making through comprehensive analysis of customer interactions. Key capabilities: customer interaction review high-risk issue flagging actionable insights real-time monitoring data analysis Best for: businesses that need to manage customer interactions and mitigate risk effectively.

Rulebase is a high-impact automation layer for the "messy" back-office work of financial services. While many AI tools focus on outward-facing chatbots, Rulebase looks inward, ensuring that human agents remain compliant and efficient. Its ability to provide 100% QA coverage and real-time fraud detection makes it a formidable tool for neobanks (like Rho) and established institutions aiming to slash operational overhead without compromising on regulatory standards. It is the definitive "AI coworker" for the compliance-heavy era of modern fintech.

Pros & Cons

Pros
  • SOC 2, GDPR compliant, and uses AES-256 encryption.
  • Improves agent NPS and reduces AHT (Average Handling Time) live
Cons
  • Requires stable connectivity for real-time AI assistance
  • Highly optimized for finance

Features

Key features

100% Interaction Review

Automatically audits every customer call, chat, and email for compliance and quality, replacing traditional 3–5% manual sampling.

Beam (AI Agent Assist)

A real-time copilot that provides agents with live coaching, perfect customer recall, and suggested responses during active calls and chats.

Radar (Fraud & Risk Detection)

Analyzes conversation structures and behavioral signals in real-time to detect account takeovers (ATO) and deepfake voice fraud.

Automated Dispute Management

Automatically gathers fraud evidence from support tickets to create and file dispute cases with payment networks.

Real-time Compliance Flagging

Instantly alerts managers to regulatory red flags or SLA breaches as they occur, rather than days later.

Additional features

Automatic Transcription

Converts 100% of voice calls into searchable text.

Summarization

Auto-generates concise notes for every customer interaction.

Employee Risk Scoring

Ranks agents based on compliance adherence and security risks.

Theme Categorization

Sorts tickets by product or service sentiment to identify churn drivers.

SLA Tracking

Monitors and flags interactions approaching or exceeding resolution time limits.

Audit-Ready Reporting

Generates instant reports for regulatory compliance reviews.

Human-in-the-Loop Oversight

Allows managers to review and approve AI-generated actions or disputes.

Data Redaction

Automatically masks sensitive PII (Personally Identifiable Information) in transcripts.

Proactive Follow-ups

Automatically triggers ticket updates to keep customers informed.

Role-Based Access Control

Strict security tiers for data access within the organization.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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