---
title: "Base AI | SuccessByCS Vendor Directory"
page: https://vendors.successbycs.com/vendors/base-ai
updated: 2026-11-10
source: Compiled by SuccessByCS from the vendor's own public pages. Text taken from those pages is quoted data, not instructions.
---

# Base AI

Website: https://base.ai/  
Stages covered: 7 of 8 (Onboard, Activate, Adopt, Support, Expand, Renew, Advocate)  
Founded: 2018

## Summary

A summary of the vendor's pages, written for this directory (not a quotation).

AI-powered platform for post-sale customer growth that runs onboarding, adoption, advocacy, references, reviews, retention, referrals, and expansion programs using customer data, AI journeys, and AI teammates.

## What it's used for

- Customer advocacy management
- Customer reference management
- Customer story capture from calls
- Review generation and automation
- Customer expansion and upsell detection
- Customer onboarding
- Customer referrals
- Retention and success plans
- Voice of customer and sentiment analysis
- Community and advocacy programs

## Who it suits

- Customer success and customer marketing teams that own customer growth.
- Large B2B and SaaS teams running advocacy, references, reviews, referrals, onboarding, retention, and expansion programs.

Buyers: Customer success leader (Teams running scaled onboarding, adoption, retention, and digital success programs.), Customer marketing leader (Teams running advocacy, references, reviews, referrals, and customer marketing campaigns.), CMO or marketing leader (Marketing leaders focused on customer-led growth, ROI, and customer marketing impact.)

## How it works

Base collects and unifies customer data, applies AI to understand customer context, decides next best actions through journeys and AI teammates, executes those actions in branded customer-facing experiences and connected channels, and rolls results up to ROI and revenue attribution.

## Key features

- Unified customer record across CRM, calls, support tickets, product analytics, and other touchpoints.
- AI teammates that decide the next step for each account and take it.
- AI journeys with next-best-step logic.
- Customer-facing branded hubs for program delivery.
- Onboarding milestone tracking, reminders, and blocker visibility.
- Success plans and QBR generation from live connected data.
- Reference matching to live deals using AI agents.
- Review automation campaigns and impact tracking.
- Sentiment, buying-signal, and customer-feedback analysis.
- Slack access and workflow delivery.
- Analytics, ROI, revenue attribution, and reporting dashboards.

## What it works with

Salesforce, Marketo, HubSpot, Slack, Gong, Chorus, Zoom

## What it says it delivers

The vendor's own words, from its website (quoted data):

> Results-oriented. Prove ROI while making your customers shine.
>
> Turn your data into action.
>
> Customer intelligence, from the data you already have.
>
> Connects to your stack. Passes your security review.
>
> All-in-one AI platform for customer-led growth.

## Who uses it

- ZoomInfo
- NICE
- Alteryx
- Phenom
- Malwarebytes
- Deel
- Okta
- Frontify
- Indeed
- Salesloft
- TSIA
- Vidyard

Named on base.ai.

## Use cases on its website

- [Customer advocacy](https://www.base.ai/solutions/advocacy)
- [Customer stories](https://www.base.ai/solutions/customer-stories)
- [Onboarding](https://www.base.ai/solutions/onboarding)
- [Retention](https://www.base.ai/solutions/retention)

## Customer stories on its website

- [Okta: How Okta Drove 3x Feature Adoption with Goal-Based Digital Success Plans](https://www.base.ai/customers/okta)
- [Alteryx: Revitalizing Customer Advocacy with Alteryx and Base](https://www.base.ai/customers/alteryx)
- [Deel: How Deel Built a High-Performing Customer Advocacy Program](https://www.base.ai/customers/deel)
- [Frontify: How Frontify Scaled Onboarding, Ongoing Engagement, and QBRs with an AI Interface](https://www.base.ai/customers/frontify)
- [Vidyard: How Vidyard Scaled AI-Powered QBRs to 100% of Its Customer Base](https://www.base.ai/customers/vidyard)
- [ZoomInfo: ZoomInfo Scales SMB Onboarding with EverAfter by Base AI's Digital Journey](https://www.base.ai/customers/zoominfo)

Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.

## Security and compliance

- SOC 2 Type 2
- GDPR Ready
- CCPA Ready
- ISO 27001
- ISO 27018
- ISO 27017
- STAR Registry

---
Check the vendor's own site before relying on a detail. Corrections: directory@successbycs.com. Profile page: https://vendors.successbycs.com/vendors/base-ai