Your next move is
already in your data

Base AI reads every signal you already have, works out what each account needs next, and hands it to the agent that runs it. Every answer shows the sources it came from.

Book a demo See the agents that act on it

What should we do about Contoso before the renewal?↑

Which renewals are at risk this quarter?Who has not been contacted in 60 days?Draft the QBR for Globex

Base AICalculated from the live account. An agent runs it, your team approves.

Next best actionConfidence high

Activate the three admin seats sitting unused, before the renewal conversation

Usage down 12% in 30 days

Goal from kickoff: roll out to 4 teams

3 of 12 seats never activated

Champion active last week

Built from

the kickoff call, your playbookRun it

Expansion play6 accounts ready

Fabrikam is at 91% of seats with a second team live, take the upsell to the ops lead, not the buyer

Seats at 91%, up from 68% in March

A second team went live this month

Ops lead runs the day to day

Budget cycle opens in May

Built fromseat data, product usage, your CRM, the last two business reviewsHand to the Upsell Agent

Ready to advocate9 accounts

Start with Northwind Trading, they hit a milestone last week and nobody has asked them for anything

Result delivered in the last 30 days

Sentiment high on the last call

No open escalation

Not asked for anything in 90 days

Built fromproduct usage, call sentiment, community activity, your advocacy historyRun it

Trusted by the teams behind

One record, fed by everything you already have

Base syncs with the systems your customer data already lives in. Nothing gets re-keyed, and the record stays current on its own.

Your CRM

Accounts, owners, opportunities, renewal dates.

Marketing automation

Campaign history, engagement, lifecycle stage.

Support

Tickets, severity, response history, escalations.

Messaging

In-product conversations and who is really active.

Product analytics

Feature usage, depth, drop off, the events that matter.

Your warehouse

The tables your analytics team already trusts.

Shared channels

The conversation your team has with the customer.

Your playbooks and docs

How your company actually runs a customer.

Calls and meetings

Kickoffs, check ins, business reviews, every transcript.

Surveys and NPS

Sentiment tied to the account, not stuck in a report.

Community and advocacy

Who answers, who speaks, who is ready to be asked.

Your own programs

Every hub, plan and journey Base runs, feeding back in.

Connected in days, not quarters.

A model that speaks your business, not your schema

Raw fields never tell you what a healthy customer looks like at your company. Base builds a semantic layer on top of your data, so at risk, adopted and ready to advocate mean the same thing to every team and every agent.

What your systems store

opportunity_stagestring

usage_events_30dint

seats_activeint

ticket_severityenum

nps_lastint

call_transcripttext

Your semantic model

What Base understands

A healthy account

Usage trend, support load and sentiment, weighted the way your team weights them, not a vendor's generic score.

Adopted

The specific features that predict renewal in your product, reached by the people who matter in that account.

Ready to advocate

A result delivered, sentiment high, no open escalation, and nobody has asked this person for anything in 90 days.

Expansion ready

Seats near the limit, a second team active, and a budget cycle you can actually name.

Defined once. Used by every agent, every hub, every dashboard.

Grounded in your knowledge, with the sources attached

Before Base answers a question or drafts anything, it retrieves from your playbooks, your product docs, past reviews and the account's own history. Every output carries what it was built from.

Why has Contoso's adoption gone flat?

Three of twelve seats were never activated, and all three sit in the EMEA support team the customer named as the next rollout in kickoff. Weekly active users are down 12 percent, driven entirely by that team. The two open tickets are low severity and unrelated. Sentiment on the last call was positive, so this reads as a rollout that stalled, not a customer pulling away.

Built from

Kickoff call, 4 MarchProduct usage, last 30 daysEnterprise onboarding playbookOpen tickets, 2

Retrieval, not recall

Base pulls the relevant passage from your content at the moment it answers, so the answer moves when your playbook does.

Every claim traceable

Open the source behind any line. Your team can check the work before a customer ever sees it.

Your language, kept

Brand voice, product names and the way your company talks about value come from your own documents.

Your calls are the signal nobody mines

Kickoffs, check ins and business reviews hold the goals, the risks and the commitments. Base reads every call, writes what matters onto the customer record, and lets the rest of the team act on it without listening back to an hour of audio.

Kickoff call, Contoso, 4 March, 47 minutes

Dana, Contoso: so the plan is support first, then we bring in the EMEA team.

Dana, Contoso: if we can get EMEA support live by the end of Q3 that is the win for us.

Marcus, Contoso: one thing, our security review is still open on our side.

You: understood, I will send the SSO documentation across this week.

Marcus, Contoso: and we still need the reporting piece before we open it up wider.

Dana, Contoso: honestly the migration alone cut our onboarding time in half, the team noticed.

You: good to hear. I will put the reporting rollout on the plan for next month.

Four items written to the customer record. Nobody had to take a note.

Goal detected

EMEA support team live by the end of Q3.

Added to the success plan, tracked against product data

Risk raised

Security review still open on the customer side.

Flagged on the account, surfaced before the renewal

Commitment made

Send SSO documentation this week.

Task created, owner set, visible in the customer hub

Advocacy moment

Onboarding time cut in half, said unprompted.

Dana added as an advocate candidate with the quote attached

Ask the customer record anything

One intelligence layer, two conversations. Your team asks questions of the whole book of business. Your customers ask questions of their own account, inside your branded hub.

For your teamAcross every account

Which accounts are ready for expansion this quarter?

Fourteen qualify. Six are strong: seats above 85 percent, a second team active in the last 30 days, and no open escalation.

ContosoSeats 92%, EMEA team active92

GlobexBudget cycle opens in May88

Fabrikam SystemsSecond team live, usage up 22%85

Draft the outreachWho should the CSM call firstShow me the at risk list instead

For your customersIn your brand, their account only

Where are we on the rollout?

You are three of four steps in. Admin training is the open item, owned by Dana, due Friday. The EMEA workspace is provisioned and waiting on the security review your team raised in March.

Admin trainingDana KovacsDue Friday

Security reviewYour teamOpen

Book a sessionSee the full planWho do I contact

Same record, same definitions, two audiences. Your customer only ever sees their own account.

Data becomes revenue in four moves

The same loop runs for customer success and customer marketing, on the same record.

Step 1

Data

Every signal, structured and unstructured

Step 2

Insights

Who is ready, and what for

Step 3

Activate

The action, with a human approving

Step 4

Revenue influence

What it returned, by program

Everything a customer does, landing in one place

The structured fields from your systems, and the unstructured signals that never made it into a field. Both arrive on the same record, as they happen.

Company, contact, lifecycle and opportunity data from your CRM

Reviews, community posts, replies and unsubscribes, read as signals

Real time events, not a nightly sync you cannot act on

←→Step 1 of 4

Left a 4.5 star review this morning

"Happy to provide a quote for the launch"

Community

Answered 5 threads in the past week

Marketing

Unsubscribed from the product newsletter

CompanyNorthwind Trading

Primary contactAnna Marek

TitleCustomer reference manager

Lifecycle statusCustomer, year 2

Opportunity stageExpansion, discovery

Seats active184 of 200

Product

Feature X used 5 times this week, first time in three months

Base tells you who is ready, and what they are ready for

Every contact carries a readiness picture built from what they do, not from who remembered to tag them.

Engagement, advocacy and reference history on one profile

Readiness scored against your definitions, refreshed daily

The recommendation says what to ask for and when

←→Step 2 of 4

Anna Marek

Customer reference manager, Northwind Trading

Reference ready

105

Lifetime points

Company rank

Tasks completed

Points available

238

Global rank

Insight

Anna has been active in product X for five weeks and her sentiment is high. A good moment to ask about upsell, and a strong reference fit for manufacturing deals.

Engagement score90

Advocacy activity70%

The action runs, with a human on the approve button

Base drafts it, picks the moment and routes it to the right person. Your team approves in the action center, or lets the agent run unattended once it has earned the trust.

Five approvals waiting, instead of five hours of work

Every draft arrives with the reason it was written

Approve, edit or reject without leaving the queue

←→Step 3 of 4

You have 5 approvals pending in the action centerReview all

Reference request

Ask Anna Marek to speak to the Acme Industrial deal, same industry, same use case.

Because she completed a rollout milestone last week and has not been asked in 90 days.

ApproveNot nowEdit the draft

Adoption nudge

Send the three unactivated Contoso admins a setup walkthrough in your brand.

Because usage is down 12 percent and those seats sit in the team named at kickoff.

ApproveNot nowEdit the draft

What the program returned, in the language finance uses

Every reference, review and play ties back to pipeline and revenue, so the customer team walks into the board meeting with a number instead of a feeling.

Pipeline and revenue influenced, per program

Cost and return on every reference you run

The drilldown sitting behind every total

←→Step 4 of 4

Reference program, this quarterUpdated this morning

Reference typeProvidedCostPipeline influencedRevenue influencedROI

Customer call12$1,500$730,000$180,000120x

Written story9$3,000$310,000$60,00020x

Site visit2$2,000$185,000$30,00015x

Total23$6,500$1,225,000$270,00041x

What changes when the data does the finding

Teams stop working from memory and the same short list of names.

"We were burning out the same advocates over and over."

Heather Klinger, Customer Loyalty Manager, Phenom

8,000+

advocates in 18 months

63%

more active users

net new references

Read the Phenom story

30+

countries running one advocacy program on one customer record at NICE.

One set of definitions, every region.

The whole thing, on one page

Everything above happens in five moves. Your signals go in on the left, the intelligence layer does the work, and the numbers your board asks about come out on the right.

Signal sources

CRM and CSP

BI and product analytics

Knowledge base and tickets

Email and meetings

Community activity

Portal and docs usage

Customer content

Billing and contracts

Data enrichment

Collect and unify

A 360 degree profile across every touchpoint, built from real time events, not a nightly sync.

Real time eventsIdentity resolution across systemsAccount and contact graphFull history, not just today's state

Understand

The semantic layer. Account and contact readiness, in your definitions rather than a generic score.

ClassificationHealth scoresEngagement signalsRisk flagsSentiment

Decide

Business context, policies and the decision maker map turn understanding into a ranked call.

Segment rulesSecurity and compliance guardrailsPlaybook selectionPriority scoring

Execute

The next best action runs as a real program, with the playbook and the content attached.

OnboardingSuccess plansBusiness reviews and QBRsDocumentsCustomer hubsAdoptionUpsell and cross-sellAdvocacyReferences and referralsReviewsCommunityPartner programs

Prove and improve

Every program reports what it returned, and the system adjusts what it does next because of it.

Revenue influencedTime to valueNRR impactPlaybook testingProgram adjustments

Business outcomes

NRR

Product adoption

Renewal rate

Customer acquisition

Advocacy

Cost to serve

Time to value

Five moves, one customer record underneath all of them.

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 →

Your data stays yours

An intelligence layer is only useful if security signs it off.

SOC 2 Type 2

Independently audited controls, reviewed on an annual cycle.

GDPR

Built for European data requirements, including deletion and export.

Salesforce ISV and HubSpot Partner

Certified in the systems your customer record already lives in.

Questions we get asked

From the people who evaluate the data layer before anyone signs anything.

What is customer intelligence in Base?

It is the layer that turns your customer signals into decisions. Base unifies data from your CRM, product, support, calls and community into one customer record, models what those signals mean in your business, and calculates the next best action for every account.

Where does the data come from?

The systems you already run. CRM, marketing automation, support, product analytics, your warehouse, shared channels, call transcripts, surveys and your own documents. Base syncs with them and leaves them where they are.

What is a semantic model and why does it matter?

Raw fields do not carry meaning. A semantic model defines what healthy, adopted, at risk and ready to advocate mean at your company, once, so every agent, hub and dashboard uses the same definition instead of five teams arguing about five scores.

How is this different from a health score?

A health score tells you something is wrong. Customer intelligence tells you what to do about it, for that specific account, with the evidence attached and an agent ready to run it.

What does Base replace, and what does it connect to?

It connects to the systems that stay. Your CRM keeps being the system of record for revenue, and your warehouse, product analytics, support and messaging keep doing their jobs. It replaces the point tools bolted on around them: the standalone advocacy hub, the reference tracker, the review request tool, the community platform, and the manual work behind business review decks and tracking spreadsheets.

Can our customers use it too?

Yes. The same intelligence powers a customer-facing assistant inside your branded hub, scoped so each customer only ever sees their own account.

Stop guessing what each account needs

See your own signals turned into a next best action for every customer you have.

Book a demo Next: the agents that act on it

Your next move is
already in your data

One record, fed by everything you already have

A model that speaks your business, not your schema

Grounded in your knowledge, with the sources attached

Your calls are the signal nobody mines

Ask the customer record anything

Data becomes revenue in four moves

What changes when the data does the finding

The whole thing, on one page

Connect your tech stack and your data sources

Your data stays yours

Questions we get asked

What is customer intelligence in Base?

Where does the data come from?

What is a semantic model and why does it matter?

How is this different from a health score?

What does Base replace, and what does it connect to?

Can our customers use it too?

Stop guessing what each account needs

Platform

Solutions

Resources

Company

Your next move isalready in your data

One record, fed by everything you already have

A model that speaks your business, not your schema

Grounded in your knowledge, with the sources attached

Your calls are the signal nobody mines

Ask the customer record anything

Data becomes revenue in four moves

What changes when the data does the finding

The whole thing, on one page

Connect your tech stack and your data sources

Your data stays yours

Questions we get asked

What is customer intelligence in Base?

Where does the data come from?

What is a semantic model and why does it matter?

How is this different from a health score?

What does Base replace, and what does it connect to?

Can our customers use it too?

Stop guessing what each account needs

Platform

Solutions

Resources

Company

Your next move is
already in your data