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The AI Customer Growth platform

Base AI starts from what you already know about each customer. Build every program in AI Studio. Run an AI journey on top of it. Launch an AI teammate for each one, inside the hub your customers open.

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100% QBR coverage.
8x faster onboarding.

“Every customer deserves that level of treatment, and now we can actually deliver it.”

Danish Muti

Digital CS and AI Programs, Vidyard

8,000+ advocates in 18 months.
63% increase in active users.

“We were burning out the same advocates over and over.”

Heather Klinger

Customer Loyalty Manager, Phenom

100% self-service onboarding.
Kickoff 2x faster.

“We unlocked scale by shifting human effort to where it matters most, while giving customers a digital experience that’s just as powerful, personal, and effective.”

Nate Alcorn

Manager, CX Operations, ZoomInfo

From what you know to what your customers do.
AI builds it and runs it.

01 Know

AI that knows each customer

Your calls, tickets and CRM become one picture of each customer, and of what success looks like.

Calls and meetings
Support tickets
CRM and renewals
What success looks like

02 Build

AI Studio

Describe the experience you want. AI Studio builds it in your brand, on your data.

Onboarding plans and hubs
Success plans and QBRs
Reference and advocacy asks
In your brand, on your data

03 Run

AI journeys

Run an AI journey on top of each program. AI steps work out the next best step for each customer.

Guided or your own journey
AI steps pick the next step
Regular touches on schedule

04 Launch

AI teammates

Launch an AI teammate for each program. It decides each account’s next step and takes it.

Decides the next step
Acts, asks first, or suggests
Brings your team in

You set the direction.
AI does the building and the running.

01Build it in AI Studio.

Onboarding plans, success plans, business reviews, reference asks. Describe what your customer should see, and AI Studio builds it into a branded hub on the data you already have. No engineering ticket, no template hunt.

Explore AI Studio

02Run an AI journey on top of it.

Start from a guided journey or shape your own. At each AI step the journey reads where the customer is and picks the next best step. Regular touches run on schedule. The judgment calls go to your AI teammate.

Explore AI journeys

03Launch your AI teammate.

Each program gets an AI teammate that decides the next step for each account and takes it. It does the work, or helps you do it. You see what it is working on, and what it needs from you.

Explore AI teammates

Base AI Studio: describe what you want to build, such as an onboarding program with an interactive timeline and a personalized task plan

An AI journey in Base AI: contract signed, onboarding hub sent, and an AI step that picks the next best action for each customer

An AI teammate in Base AI working through reference requests: what it is working on, waiting on you, and handled on its own

An AI teammate for every customer program.

Customer success and customer marketing run their programs on the same record and roll up to the same number: NRR.

Your AI
Onboarding Teammate

Onboarding programs
Implementation
Migration programs
Pre-kickoff
Ever-boarding

Your AI Adoption Teammate

Success plans
Digital QBRs
Value realization
Year-in-Review
Learning journeys
Adoption nudges
Engagement programs

Your AI
Advocacy Teammates

Advocacy programs
Loyalty & levels
AI references
Social proof & UGC
G2 reviews
Community
AI social wall
Customer stories
CAB · Co-marketing

Your AI
Expansion Teammates

References program
Referral programs
Renewal motions
Cross-sell & upsell
Partner programs
Expansion signals
Lifecycle campaigns
Executive programs

Enterprise-grade AI, built for the way you handle customer data.

The controls your security team asks for, from day one.

See security and privacy →

Pentests and scanning

Third-party penetration tests every year, and continuous vulnerability scanning.

Encryption

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

Access control

Role-based permissions, SSO and MFA.

AI guardrails

Control where AI is enabled and what data it can access.

Questions we hear a lot

What is an AI customer growth platform?

Base AI is the AI customer growth platform for everything after the sale. Every program, from onboarding to references, runs in a branded hub your customers open, starts from what you know about each customer, and comes staffed with an AI teammate that decides each account's next step.

What is an AI teammate?

An AI employee for one program. Unlike a journey, where you set the steps in advance, it decides the next best step for each account and takes it, inside the hub your customers open. It does the work, or helps you do it.

Does Base AI replace my CRM or customer success platform?

No. Base AI connects to the CRM and customer success platform you already run. It can replace the standalone tools many teams keep beside them, such as a reference tracker, a review request tool or an advocacy hub.

Can a person approve before the AI teammate acts?

Yes. You set the guardrails: per task and per segment, it acts on its own, asks you first, or only suggests. You can see what it is working on and what it needs from you.

The AI Customer Growth platform