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Base AI

Base AI

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3 mins READ

Base.ai is a customer-led growth platform that leverages AI to enhance post-sales engagement, advocacy, and revenue growth by unifying customer data and automating lifecycle marketing. Its all-in-one solution empowers B2B teams to scale customer references, drive upsells, and foster loyalty through personalized, data-driven interactions.

Integrating Base.ai helps B2B teams boost upsells, retention, and advocacy by automating personalized customer engagement using unified data.

Authentication

Before you begin, make sure you have the following information:

  • Connection Name: Select a descriptive name for your connection, like "MyAppBaseAiIntegration". This helps in easily identifying the connection within your application or integration settings.

  • Authentication Type: Base.ai supports API tokens for authentication. 

API Token Based Authentication

  1. Login to your Base.ai  account.

  2. Navigate to the top right corner and click on "Settings" -> "Uses & Team"

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  3. Click on "Generate token"

  4. Provide the details like "Name" and "Comment" and click on "Generate token"

  5. Copy the token and store it securely to prevent unauthorized access. 

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Actions

Actions

Description

Create a user

Creates a user in Base AI

Create advocate custom object attributes

Creates a batch of advocate custom object attributes in Base AI

Delete a user by email

Deletes a user by email in Base AI

Delete advocate custom object attributes

Deletes a batch of advocate custom object attributes in Base AI

Delete user by ID

Deletes a user by ID in Base AI

Grant points to advocate by API

Grants points to advocate by API in Base AI

Import contacts by contact ID

Imports contacts by contact ID in Base AI

Import contacts by email

Imports contacts by email in Base AI

List accounts

Lists accounts in Base AI

List advocates

Lists advocates in Base AI

List custom attributes

Get list of all custom attributes from Base AI

List custom object attributes

Lists custom object attributes in Base AI

List opportunities

Lists opportunities in Base AI

List users

Lists users in Base AI

Notify when advocate completes an ASK

Notifies when an advocate completes an ASK in Base AI

Read reference request form settings

Reads reference request form settings in Base AI

Read submitted reference requests

Reads the submitted reference requests in Base AI

Read submitted reference requests by UUID

Reads the submitted reference requests by UUID in Base AI

Read the reference advocates

Reads the reference advocates in Base AI

Submit a reference request in managed or p2p mode

Submits a reference request in managed or p2p mode in Base AI

Trigger user's activity

Triggers user's activities in Base AI

Update account custom attribute

Updates account custom attribute in Base AI

Update advocate custom attributes

Updates advocate custom attributes in Base AI

Update advocate custom object attributes

Updates a batch of advocate custom object attributes in Base AI

Upsert opportunity

Insert/update opportunity’s native and custom attributes in Base AI

Triggers

Triggers

Description

New advocate

Triggers when an advocate is created in Base AI

New or updated account

Triggers when an account is created or updated in Base AI

New or updated opportunity

Triggers when an opportunity is created or updated in Base AI

New user

Triggers when a user is created in Base AI