✨ Introducing the AI Engagement OS ✨
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The AI-First Customer Org.

In 3 years, the CCOs who win won't have the biggest teams. They'll have the best systems.

The exact deck Base CEO Gal Biran presented to a room full of CCOs — the playbook for moving from headcount to systems, from efficiency to autonomy, and from cost-center to revenue.

  • The 3 pillars CS can steal from marketing
  • From Traditional CSM → AI-First Agent Boss
  • 3 things you can ship Monday morning
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Why now

Your customers already moved.

The shift to AI in customer experience isn't a forecast — it's the new baseline.

91%
of CS leaders say AI chatbots are effective for customer support
HubSpot
84%
of leaders agree gen AI better serves customers than previous approaches
Salesforce Research
54%
don't care how they interact with you — as long as problems get fixed fast
Zendesk CX Trends
What's inside

Marketing solved this ten years ago.
CS just hasn't looked.

Three pillars CCOs can borrow from the playbook marketing has been running for a decade.

01

Personalize at scale — not just by tier.

Your CSMs already personalize by goal, industry, pace, tech stack. It's just trapped in their heads. Get it into your systems.

02

Connect data → programs → revenue.

Every signal triggers a program. Every program ladders to revenue. Run CS like marketing campaigns: trigger, sequence, exit condition.

03

Attribute the impact. Own the boardroom.

Add one revenue number to your board report — pipeline influenced, advocate-sourced ARR. The CCO who connects programs to outcomes becomes indispensable.

The role is upgrading

Not disappearing.

Where most CS leaders are today — and where the winners are headed.

Traditional CSM
Reactive & manual
The baseline
AI-Enhanced CSM
Insights & automation
Where most are today
AI CS Lead
Strategy & agents
The new standard
Agent Boss
AI-first. Board-level.
The goal
Proof

Doing (much) more with less.

Real outcomes from CS orgs running this playbook with Base AI.

$50M+
pipeline influenced by Base
25
CS headcounts reallocated to higher-value work
100%
of references now fully self-service
480k+
customers on Base programs

“We unlocked scale by shifting human effort to where it matters most.”

Manager, CX Operations · ZoomInfo
The close

Stop managing customers.
Start building for them.

The best CS org is the one where customers succeed on their own. Not a destination — a direction. Start Monday.

01Productize one program. Trigger → sequence → exit condition.
02Build one Next-Best-Action rule. One signal, one action. This week.
03Add one revenue number to your board report. This quarter.
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