AI documents that drive
the next action.
Account-specific QBRs, value reviews, renewal summaries, and executive briefs, generated from current customer data and tailored to what each account needs next.
Trusted by customer teams at leading B2B companies.
Customer documents should not take days to build.
Hours spent on every account: Copy. Paste. Update. Reformat. Repeat.
Data scattered across systems: CRM, product, warehouse, and BI data in different places.
Outdated before the meeting: Static exports are outdated by the time customers see them.
Personalization limited to top accounts: Top accounts get tailored reviews. Everyone else gets generic content or nothing.
Inconsistent quality: Manual work creates errors, uneven design, and different standards.
The result: slower preparation, uneven customer experiences, and less time for the conversation that matters.
Documents that do not just report.
They recommend.
Base AI analyzes each account and writes the next best action into the document.
Analyze account data
Calculate the next best action
Write it into the document
Recommend relevant resources
Every document explains what happened and gives the customer a clear next step.
One master document.
A personalized version for every customer motion.
Build the document once. Base AI fills it with each customer's live data, applies the relevant page criteria, and generates a personalized PDF for every selected account.
One master document
One reusable structure for every customer.
Live customer data
Data is fetched when the document is generated, not pasted manually.
Account-specific pages
Each customer sees only the pages that match their data.
On-brand output
Every document follows the same approved design and structure.
High-touch documents for every customer.
Personalized customer documents should not be limited to strategic accounts. Base AI makes it possible to create relevant, on-brand documents for one account, a selected group, or an entire customer segment.
At Vidyard, personalized QBRs expanded from a high-touch motion for top accounts to 100% of customers, including SMB.
“Every customer deserves that level of treatment - and now we can actually deliver it.”
Priced by the document.
The more you generate, the less each one costs.
Per-document pricing comes down as volume grows, as low as $1 a document.
Book a demoFrequently asked questions
Where does the customer data come from?
Base AI Documents connects to CRM, warehouse, and BI systems, including Salesforce, HubSpot, Snowflake, BigQuery, Redshift, and Tableau.
Is the data current?
Yes. Connected data is fetched when the document is generated.
Do we need a designer?
No. Pages can be created and redesigned through conversation with Studio AI.
Can different customers receive different pages?
Yes. Each page can have visibility criteria based on account fields and customer data.
Can we preview a document before generating it?
Yes. You can preview the exact resolved document as any selected account.
Can we generate documents in bulk?
Yes. Select multiple accounts and generate a personalized PDF for each one.
Can delivery be automated?
Yes. Documents can be generated and sent through scheduled journeys.
Can Base AI recommend a next action?
Yes. Base AI can analyze each account's signals, calculate a relevant next action, and write it directly into the document.
Can Base AI Documents be purchased separately?
Yes. It is available as a standalone product that works with your existing stack.
How much does Base AI Documents cost?
Pricing starts at $9,600 for 400 documents. The per-document price comes down as volume grows, as low as $1 a document.
Never build the same customer document by hand again.
Connect a source, generate a personalized document, and see the result.
Book a demo