Rocket Money financial-support triage agent

What was done

Rocket Money replaced manual support routing and button-based workflows with Fin for a large share of its personal-finance support volume. The rollout started with scoped flows such as billing management, app troubleshooting, and account-access requests, with escalation rules for higher-risk issues. Fin is now involved in more than half of all conversations, resolves 68% of those it handles, removes hours of manual triage, and contributes nearly $1 million in annual efficiency gains.

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