✨ Introducing the AI Engagement OS ✨
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The AI Customer Growth platform

for onboarding

Every program comes staffed. Your AI teammates know each customer, decide the next step for every account and take it. Your customers do the work. Base AI makes sure they do.

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One customer. One lifecycle. One growth motion.

Your AI Onboarding Teammate in Base AI: what it is working on, the next best action it is taking, and the onboarding plan your customer seesYour AI Onboarding Teammate in Base AI: what it is working on, the next best action it is taking, and the onboarding plan your customer sees
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Phenom
Show your impact, in numbers that matter.

Results-oriented. Prove ROI while making your customers shine.

Base ties every program to the numbers your board asks about, from pipeline influenced to retention and expansion.

✓ Track customer-driven pipeline and revenue attribution

✓ Measure the ROI of every program in one dashboard

✓ Monitor health and engagement across every account

✓ Prove the impact of customer success and customer marketing

+22%

Improved Win Rate

+60%

Ask-to-reference conversion

+45%

Referral Win Rate

3 Years

Years worth of reviews in just 3 months

AI teammates that work
for every program.

Each AI teammate owns one program, from onboarding and adoption to references and renewals. It decides the next step for each account, takes it, and brings your people in when an account needs a person.

We’ve built 20+ AI teammates. Meet 10 of them below.

AI Community Teammate

Keeps your customer community active, moderated and full of insight.

AI Advocacy Teammate

Finds your top advocates, runs campaigns and rewards, and tracks the impact.

AI Reference Teammate

Matches the right customer reference to every active deal.

AI Campaign Teammate

Turns a goal into a complete customer marketing campaign, ready to run.

AI Data and BI Teammate

Turns engagement data into clear reports and revenue impact.

CustomerBot

Ask anything and get the right match: healthcare case studies, deal references or customer stories.

AI Next Best Action Teammate

Pushes the most valuable next step for every account.

AI Onboarding Teammate

Guides new accounts from kickoff to go-live and keeps every plan moving.

AI Social Proof Teammate

Surfaces advocates from community, NPS and reviews when they are ready.

AI Adoption Teammate

Spots features that go unused and sends the right tip, in-app or by email.

AI Renewal Teammate

Builds the renewal plan from health, usage and NPS, and keeps it on track.

Base AI AgentBase - AI-powered customer engagement automation

AI that scales what humans do best, faster.

Grow your throughput & outcomes with AI

Your AI teammates take the follow-ups, the nudges and the status chasing off your team’s plate, so your people keep the conversations that matter.

  • Hand a task to an AI teammate the way you tag a colleague
  • Choose what it does on its own, what it asks first and what it only suggests
  • See what every AI teammate is working on and what it needs from you

Your customers do the work. Your AI teammates make sure they do.

Base knows each customer and what success looks like for them, decides the next step for every account, and puts it in front of the customer in your brand.

01

Know every customer.

Your CRM, calls, support tickets and product analytics land on one customer record, next to what a successful customer looks like for you. Your AI teammates work from both.

02

Decide the next step for every account.

A journey follows the steps you set in advance. Your AI teammate decides the next step for each account and takes it.

03

Put it in front of your customer.

Every next step lands in a branded hub your customers open, and in email, Slack or in-product.

Personalize by what customers do.

Each account gets the step that fits where it is, not the next item in a fixed sequence.

Bring in a person when it matters.

When an account needs a human, your AI teammate hands it to the right person with the context attached.

Roll every result up to NRR.

Adoption, references, renewals and expansion, attributed to revenue in one dashboard.

Your CRM, calls, support tickets and product analytics land on one customer record, next to what a successful customer looks like for you. Your AI teammates work from both.

A journey follows the steps you set in advance. Your AI teammate decides the next step for each account and takes it.

Every next step lands in a branded hub your customers open, and in email, Slack or in-product.

Each account gets the step that fits where it is, not the next item in a fixed sequence.

When an account needs a human, your AI teammate hands it to the right person with the context attached.

Adoption, references, renewals and expansion, attributed to revenue in one dashboard.

Key Performance Metrics

Track your most important success metrics.

X3

Higher Adoption Rates

78%

Conversion from Upsell Campaigns

+60%

Ask-to-reference Conversion

Learn More

Discover how Base helps customers achieve these results →

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Learn More

Discover how Base helps customers achieve these results →

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The Base Difference

Start with what matters most — growth

All-in-one AI platform for customer-led growth

Start with what matters most - growth. Whether you're focused on upsells, references, advocacy, community, or lifecycle intelligence — Base meets you where you are and grows with you.

When you're ready to scale customer impact, we'll help you get there.

Base AI teammate workspace: the AI References Teammate's reference requests by status, working on, waiting on you and handled on its own
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Turn your data into action.

Customer intelligence, from the data you already have

Bring every engagement touchpoint together to uncover the full story of your customers, and use it to drive growth.

Consolidate customer engagement data across teams

Build one unified customer view

Search, segment, and act

Cross-journey engagement

Understand cross-journey engagement

Buying and risk signals

Identify buying and risk signals

AI-driven actions

AI-driven actions and recommendations

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Built on a Secure Platform

Data Encryption

AES-256 encryption for all data at rest and in transit.

SOC2 Compliant

Annual audits ensure the highest security standards.

Access Control

Role-based access with SSO and MFA support.

Audit Logging

Complete audit trail for every action and event.

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Connect your tech stack and your data sources

Base syncs with the systems you keep, your CRM, warehouse, product analytics and support, and embeds where your team already works.

Base AI integration hub — connect your favorite stack including Salesforce, HubSpot, Gainsight, Zendesk, Monday, Jira, Gong, Tableau, G2, Trustpilot, Vimeo, and Google Drive.Browse all integrations →

Built for the teams that own customer growth

Customer marketing is more than engagement — it’s a growth engine. Base helps every role in your organization identify opportunities, act on them, and prove impact.

CMOs & Marketing Leaders

Build an always-on growth engine powered by your customers. Unify data, prove ROI, and elevate customer marketing to the boardroom.

Customer Marketing

Automate campaigns, track performance, and expand influence across the lifecycle — all from a single AI-powered workspace.

Customer Advocacy

Identify advocates, launch campaigns, and amplify authentic stories that move the market.

Product Marketing

Transform feedback into positioning power — with insights, social proof, and customer stories you can use instantly.

Digital Success

Use customer data, signals, and AI-driven campaigns to guide users through onboarding, adoption, and value moments — without relying on 1:1 manual outreach.

Sales Enablement

Base keeps enablement content fresh, relevant, and tied to real customer outcomes — without manual upkeep.

“Gave us the infrastructure to operationalize a personalized, data-driven experience at scale, and we saw adoption triple as a result.”

Alana S.

Senior Manager, Digital Acceleration and Growth, ZoomInfo

★ ★ ★ ★ ★

NICE

“Base has everything that we need.”

Kara Bankhead

Director of Customer Advocacy, NICE

“From a customer marketing perspective, Base is the first of its kind in helping customer marketing & advocacy practitioners bundle reference management, advocacy management, & marketing as well as customer marketing.”

Luis Gonzalez

Manager of Global Customer Advocacy, Alteryx

★ ★ ★ ★ ★

Phenom

“So many advocates tell us they start their day with Phenom Phans.”

Heather Klinger

Customer Loyalty Manager, Phenom

★ ★ ★ ★ ★

Phenom

“Tying advocacy to dollars is something we could never do before.”

Heather Klinger

Customer Loyalty Manager, Phenom

“Base has been a fantastic tool for us. It has empowered us to reach out to our customers, work closely with them, and amplify their voices within our organization.”

Angela Kelleher

Global Customer Lifecycle Marketing Manager, Malwarebytes

“I kind of think of it like I have a 300-person sales team running around trying to get people to sign up for the customer advocacy program.”

Spencer Cook

Head of Customer Advocacy, Deel

★ ★ ★ ★ ★

Vidyard

“QBR has been a game changer for us. Every customer deserves that level of treatment, and now we can actually deliver it.”

Danish Muti

Digital CS and AI Programs, Vidyard

G2 Spring 2026 badges: Highest User Adoption, Easiest To Do Business With (Enterprise), Leader, High Performer

Keep and grow the revenue you already won.

See it running on your data, in your brand, for your customers. AI-powered customer-led growth, from day one.

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Base AI Advocacy Marketing Platform