Get the signal before it
becomes a report.
Alex Johnson is frustrated about a delayed transfer sent 3 days ago, still pending (TXN-48291).
Your customers tell you everything: what’s broken, what’s missing, why they leave. Proactive Intelligence reads all of it, as it happens, and hands you the signal while you can still act.
Trusted by the fastest growing financial services.
You hear about it in the report.
The information was always there. People could only read 3 to 5% of it, so the rest became reports. Weeks late.
95% of interactions are never read. Spikes start in the unread pile.
Signals arrive as reports. The customer decided before you opened it.
One question for your data means a ticket and a week’s wait.
Read everything.
Derive the signal.
Act now.
A live picture, not a quarterly export. Risk spikes, category breakdowns, resolution status in real time
The dashboards a Head of Ops actually opens: high-risk spikes, category breakdowns, agent performance and resolution status, updating in real time across 100% of conversations as they happen.
20 customers have complained about Direct debit transfers this month
64% Resolved34% Open
151Peaked at 151 complaints in June
Ask any chart a question in plain language. Get the breakdown back.
No BI team, no ticket. Interrogate any data point — in-app or right inside Slack — and Proactive Intelligence answers with the breakdown and the reasoning. This is the engine made tangible: your own data, on demand.
Analyse my top complaints this month?
ChatYour top complaints this month, by volume:
151 – Failed TXNs
54 – KYC delays
40 – Unexpected fees
26 – Login issues
The engine doesn't wait to be asked.
The proactive half: it pushes the spike, the stalled case, the high-risk complaint to Slack the moment it forms — so the team acts early instead of reading about it later. Other tools resolve the case in front of you. Rulebase prevents the next ten.
Slack integrationRulebaseAPP8:01 AM⚠ Stalled case. Surfaced and pushed here as it formed — the spike, the stalled case, the high-risk complaint, before it becomes a report.
One layer reads it all.
Every agent runs on it.
What it reads
Every source, at 100% and in real time not a sample.
Calls
Tickets
Chats
Transactions
KYC docs
Ledger eventsWhat it derives
The signals it builds from that data, continuously.
Sentiment trajectory
Closure-intent language
Wait time
Stall duration
Reply gaps
Risk categoryWhat it does with it
The action each signal triggers.
Pushes the signal to Slack
Scores the queue
Routes to a human
Powers each agent's next step
“Rulebase is AI for customer ops at fintechs. It watches every interaction, flags risk in real time, and works the follow-up.”
Every customer conversation, covered.
The AI revenue workforce for financial services. From approved to transacting, no account left behind.
