Help Center

What is Basebase?

Basebase is an AI agent that works across all your connected tools - CRM, email, calendar, Slack, issue trackers, code repos, and more. You talk to it in natural language (in Slack or the web app) and it queries your data, takes actions, builds reports, and automates recurring work on your behalf.

How do I talk to Basebase?

You can interact with Basebase in two ways:

• The web app: Chat with Basebase directly at app.basebase.com
• Slack: @mention Basebase in any channel or DM it directly. It will respond in-thread.

Is Basebase replacing my CRM / issue tracker / email client?

No. Basebase sits on top of your existing tools - it's the connective tissue, not a replacement. Your CRM is still your CRM. Your email is still your email. Basebase's job is to make it so you don't have to tab-switch between 12 tools to get a simple answer or complete a routine task. It reads from and writes to your systems of record so they stay the source of truth.

How do I get started with Basebase?

Getting started is simple: sign in with your Google account (work email required), then connect your tools. The Basebase platform uses secure OAuth connections to integrate with your CRM, email, calendar, Slack, and other systems. Once connected, you can start asking Basebase questions via the web app or directly in Slack.

What do I need to set up Basebase?

You'll need a Google account with a work email address to sign in. Then, you can connect any of our 14+ supported integrations - CRM systems (like Salesforce, HubSpot), email (Gmail), calendars (Google Calendar), Slack, issue trackers (Linear), code repositories (GitHub), meeting transcripts (Zoom), file storage (Google Drive), and more. Each connection uses secure OAuth, so you control what the Basebase platform can access.

How long does setup take?

Setup takes just a few minutes. Sign in with Google, then connect your integrations one by one - each OAuth connection typically takes less than a minute. Once connected, the Basebase platform will start syncing your data. You can begin using Basebase immediately, and it will have access to data as it syncs in.

Which integrations are supported?

Basebase currently integrates with:

• CRM: HubSpot, Salesforce
• Email: Gmail, Outlook
• Calendar: Google Calendar, Microsoft Calendar
• File Storage: Google Drive
• Communication: Slack, WhatsApp, Twilio for SMS
• Connectors: Granola
• Issue Trackers: Linear, Jira, Asana
• Code Repositories: GitHub
• Meetings: Fireflies, Zoom transcripts, Google Meet (Gemini transcripts)
• Data Enrichment: Apollo

Each user connects their own accounts - Basebase operates with your credentials and permissions, not a shared service account. All data is normalized to a common schema, so Basebase can query across all your systems seamlessly.

How do I connect my tools?

Connecting integrations is done through secure OAuth flows managed by Nango. In the web app, navigate to the integrations page, select the tool you want to connect (including CRM, Slack, Gmail, Calendar, Granola, WhatsApp, and Twilio), and authorize the connection. The Basebase platform will handle token management automatically - tokens are stored securely and refreshed as needed. You can connect multiple integrations and manage them all from one place.

Is my data secure when connecting integrations?

Yes. The Basebase platform uses industry-standard OAuth 2.0 for all integrations, so you're authorizing access through the provider's own security system. All connections use secure token management, and Basebase respects permission boundaries - if you don't have access to certain data in the source system, Basebase won't have access either. Additionally, external writes (like updating CRM records or sending emails) require your explicit approval before executing, providing an extra layer of security.

Does Basebase have access to all my data the moment I connect an integration?

Basebase can access data from integrations you've connected - and only yours. It doesn't have blanket access to your entire company's data. If a teammate hasn't connected their Gmail, WhatsApp, Twilio, or other tools, Basebase can't read their data, even if you're on the same team. Connectors are user-scoped by default, though users can optionally share query or write access with teammates.

Can Basebase send emails, Slack messages, or texts on my behalf?

Yes. Basebase can send emails from your connected Gmail or Outlook account (they come from you, not from Basebase), post Slack messages to channels or DMs, and send SMS via Twilio if configured. It will always confirm before sending unless you've approved the action in an automated workflow.

Can Basebase update my CRM?

Yes. Basebase can create and update deals, contacts, and companies in HubSpot (Salesforce support also available). CRM changes go through a pending review workflow - you'll see proposed changes in a review panel and can commit or undo them before they sync to your CRM. No surprises.

Can Basebase search my emails and meeting transcripts by topic, not just keywords?

Yes. Basebase uses semantic search - meaning it understands the meaning of your query, not just exact keyword matches. Ask "find emails where the customer pushed back on pricing" and it will surface relevant conversations even if the word "pricing" never appears.

Can Basebase join my meetings or read my meeting notes?

Basebase doesn't join meetings itself, but it ingests transcripts from services like Fireflies and Zoom. Once connected, it can summarize meetings, extract action items, identify key topics, and link meetings to the relevant deal or account in your CRM.

Does Basebase work with issue trackers like Linear or Jira?

Yes. Basebase can query, create, and update issues in Linear, Jira, and Asana. Ask it things like "What are my open P0s in Linear?" or "Create an issue for the billing bug in the ENG project" and it will handle it.

Can Basebase analyze my GitHub repos?

Yes. Basebase tracks commits, pull requests, and repository activity. Ask things like "Who's been most active on the backend repo this month?" or "Show me all PRs merged last week with more than 500 lines changed."

What are interactive apps and dashboards?

Basebase can build live mini-apps - interactive dashboards with charts, filters, and real-time data from your connected tools. Think "pipeline by stage with a date range picker" or "deal velocity chart by rep." These apps live in your Apps gallery, update with live data, and can be shared with your team.

Can Basebase enrich my contacts with external data?

Yes, if you connect Apollo. Basebase can enrich contacts and companies with firmographic data - job titles, company size, funding, tech stack, etc. It can do this one at a time or in bulk across your entire contact list, and write the enriched data back to your CRM.

What are workflows and how do I use them?

Workflows are automated routines you teach Basebase to run on a schedule or in response to events. Examples:

• "Every morning at 9am, summarize my stale deals and post to #sales on Slack."
• "After every data sync, check for new meeting transcripts and email me a summary."
• "Weekly, score all open deals and flag any that dropped in confidence."

You describe what you want in plain English and Basebase builds the automation. You can also set which tools auto-approve (no human in the loop) vs. which require your sign-off.

Does Basebase remember things about me?

Yes. Basebase remembers things about you, your role, and your company across every conversation. This isn't chat history - it's persistent context that shapes how it responds. It automatically loads your memories before responding, so it will tailor answers to your preferences and skip questions it already knows.

To teach Basebase something, just tell it in any chat: "Remember that I own the West Coast territory" or "Remember that our fiscal year starts in February." To update or remove: "Forget that..." or "Actually, I moved to the East Coast territory." Basebase will confirm what it's remembering.

Manage memories in the Memories tab of the web app. You'll see:

• Global commands: Standing instructions for every conversation (500-character limit). Example: "Always be concise and use bullet points."
• User stored: Everything Basebase has remembered from conversations. Edit or delete as needed.
• Workflow stored: Notes from automated workflows. You can delete but not edit these.

Keep memories concise - one fact per memory works best. If you find yourself correcting Basebase's style repeatedly, put it in global commands once.

Can Basebase run code or do complex data analysis?

Yes. Basebase has access to a sandboxed code execution environment where it can run Python, bash, or Node scripts. This is useful for statistical analysis, data transformations, chart generation, or anything that goes beyond what SQL can do. Think of it as giving Basebase a Jupyter notebook it can use when the question gets hard.

What are the pricing plans?

The Basebase platform offers both hosted and self-hosted options. Hosted plans are available on our Pricing page - we run the infrastructure for you. For self-hosting, Basebase is open source (MIT license) and completely free. You can clone the repository, use your own database and API keys, and run it yourself.

Can I change my plan later?

Yes, you can upgrade or downgrade your hosted plan at any time. Changes take effect immediately, and you'll be charged or credited on a prorated basis. If you're self-hosting, you have full control over your deployment and can scale resources as needed.

Do you offer refunds?

For hosted plans, refunds are handled on a case-by-case basis. Contact support at help@basebase.com if you need to discuss a refund. Self-hosted deployments are free and open source, so there's nothing to refund.

Why isn't my integration working?

Common issues include expired OAuth tokens, revoked permissions, or sync failures. First, check the sync status for your integration in the web app. If the status shows an error, try disconnecting and reconnecting the integration. You can also manually trigger a sync to refresh the data. If problems persist, ensure your account still has access in the source system (e.g., your Slack workspace permissions or CRM access haven't changed).

How do I reset my connection?

To reset a connection, go to your integrations page, find the integration you want to reset, and click disconnect. Then reconnect it through the same OAuth flow. This will refresh the tokens and permissions. You can also manually trigger a sync after reconnecting to ensure all data is up to date.

I'm experiencing performance issues

If Basebase is responding slowly or queries are timing out, it could be due to large data volumes or complex queries across many integrations. Try narrowing your question or querying specific systems. For self-hosted deployments, check your database performance and ensure you have adequate resources allocated. If issues persist, contact support with details about what you're trying to do.

How do I update my account information?

Since the Basebase platform uses Google OAuth for sign-in, your account information is tied to your Google account. To update your name or email, update your Google account settings. The platform will automatically sync these changes. For organization-level settings, admins can manage these in the team settings.

How do I delete my account?

To delete your account, contact support at help@basebase.com. We'll disconnect all your integrations and remove your data. Note that if you're part of an organization, you may need admin approval. For self-hosted deployments, you have full control over data deletion.

How do I manage team members?

Organizations in Basebase are organized by email domain. Users with matching email domains are automatically grouped into the same organization. Admins can manage team members, set permissions, and configure organization-wide settings like guest access for Slack. You can also manually sync users or map Slack identities to Basebase accounts for team members.

How does Basebase handle privacy between teammates on the same org?

Each user's connected integrations are private by default. Your Gmail, calendar, CRM, Granola, WhatsApp, and Twilio data are only accessible when you are talking to Basebase. Teammates cannot see your data through Basebase unless you've explicitly shared connector access in your settings. Org-level shared data (like CRM pipeline stages) is visible to all org members.

How do I report a bug or issue?

You can report bugs directly from the web app. Look for the "Report Issue" or "Send Feedback" option in the app menu or settings. This automatically includes context about your current session, which helps us diagnose problems faster.

You can also email us at help@basebase.com with the details below.

What should I include in a bug report?

To help us fix issues quickly, please include:

• What you did: The steps you took that led to the problem.
• What happened: The actual behavior or error message you saw.
• What you expected: What should have happened instead.
• Screenshots: If applicable, include screenshots or screen recordings showing the issue.

The more detail you provide, the faster we can resolve it.

What's the expected response time?

We typically respond to bug reports and support requests within 24 hours during business days. For critical issues affecting your ability to use Basebase, we prioritize faster responses. If you're experiencing a service outage, check our status page (if available) for real-time updates.

Is there a status page for service issues?

We maintain a status page for service incidents and planned maintenance. Check there first if you're experiencing widespread issues. If a status page exists, it will be linked here.