Rulebase Coworker

Rulebase Coworker is an AI agent for financial services back-office teams. It reviews each customer case end to end—from first contact to final resolution—analyzing messages, calls, and tickets to help teams respond faster and spot issues early.

End-to-end monitoring of customer interactions

Coworker tracks the full lifecycle of each request and checks key details at every stage. It records violations, suggests next steps, and helps ensure no ticket gets stuck without progress.

• Monitors cases from start to finish
• Highlights bottlenecks and process gaps
• Prompts actions to keep work moving

Dispute automation and compliance oversight

A core focus is handling financial disputes and complaints. Coworker gathers relevant context, surfaces key dialogue excerpts, and helps prepare the basis for dispute decisions. In parallel, it monitors SLA adherence and regulatory requirements to reduce the risk of penalties and escalations.

• Automates context collection for disputes
• Supports SLA tracking and compliance checks
• Flags risky cases for review

Insights for operations and leadership

By analyzing interaction history at scale, Coworker identifies recurring issues, common drivers of requests, and potentially risky situations. Teams can use these insights to improve processes, train agents, and adjust product decisions.

• Finds repeat problems and root causes
• Produces structured insights for managers