BaseDynamics

Glossary

AI and Agentic Terminology

Core AI and agentic concepts behind modern customer intelligence, from standard terms like RAG and embeddings to BaseDynamics' own vocabulary for agents, evidence, and signals.

RAGAgentsGuardrails

A–Z definitions

A

Agent (AI Agent)

  • Product Managers
  • RevOps
  • CROs

Software that can perceive context, reason about it, and take action toward a goal with limited human intervention, distinct from a chatbot that only responds when asked.

How BaseDynamics tracks this

Deploys three specialized agents, Activation Specialist, Retention Guardian, and Expansion Analyst, each monitoring and acting on a specific part of the customer lifecycle.

AI Agentic Actions

Agentic AI

  • Product Managers
  • CROs
  • RevOps

AI systems with multiple specialized agents designed to operate with autonomy, making decisions and taking multi-step action toward a goal, rather than simply generating a single response to a single prompt.

How BaseDynamics tracks this

The entire platform is built agentic-first. Agents don't just surface data, they evaluate evidence, filter noise, and execute playbooks directly.

Platform Overview

C

Context Window

  • Product and engineering-adjacent readers

The amount of text (measured in tokens) a language model can consider at once when generating a response. Everything outside that window is effectively invisible to the model.

How BaseDynamics tracks this

Pre-baked platform metrics are compiled and structured before being passed into any model's context window, keeping responses grounded rather than relying on the model to search broadly.

Customer Knowledge Graph Search

D

Deterministic vs. Probabilistic (AI Systems)

  • Security and compliance reviewers
  • CROs

A deterministic system produces the same output every time given the same input (standard code logic). A probabilistic system, like a language model, can produce varying outputs, useful for reasoning over language, risky for exact calculations.

How BaseDynamics tracks this

Critical calculations like usage limits, contract values, and health scores run on deterministic code logic, while language models are restricted to parsing sentiment and text patterns.

Security & Governance

E

Embedding

  • Product and engineering-adjacent readers

A numerical representation of text (or other data) that captures its meaning, allowing a computer to compare how semantically similar two pieces of text are, even if they don't share any of the same words.

How BaseDynamics tracks this

Powers semantic mapping of customer voice data to the correct product feature area, without requiring exact keyword matches.

Customer Voice Analytics

Evidence

  • CSMs
  • RevOps

A single data point (a usage anomaly, a sentiment shift, a support ticket pattern) that an agent collects while investigating a potential risk or opportunity. Evidence on its own doesn't trigger action. It has to be validated.

How BaseDynamics tracks this

Agents scan the Customer Knowledge Graph for complementary evidence before elevating anything to a Signal. This is the noise-filtering step that prevents alert fatigue.

AI Agentic Actions

F

Fine-tuning

  • Product and engineering-adjacent readers

Further training an existing AI model on a specific, narrower dataset to specialize its behavior for a particular task or domain, an alternative approach to RAG for grounding a model's responses.

How BaseDynamics tracks this

BaseDynamics relies primarily on RAG (structured context retrieval) rather than fine-tuning, keeping the model current with live customer data instead of a static training snapshot.

Customer Knowledge Graph Search

Frontier Model

  • All personas

The most advanced, capable class of AI models available at a given time, as opposed to smaller, cheaper, or older model tiers used for simpler tasks.

How BaseDynamics tracks this

Every agent and the co-pilot are powered by frontier reasoning models, paired with deterministic guardrails to keep outputs grounded.

AI Agentic Actions

G

Guardrails (AI Guardrails)

  • Security and compliance reviewers
  • CROs

Rules, code-based checks, or architectural constraints placed around an AI system to keep its outputs safe, accurate, and within defined boundaries.

How BaseDynamics tracks this

Deterministic validation layers restrict language models to parsing text and sentiment, while calculations stay in traditional application code.

Security & Governance

H

Hallucination

  • All personas

When an AI model generates a confident-sounding but factually incorrect or fabricated response, a known risk of ungrounded language model outputs.

How BaseDynamics tracks this

Pre-baked context delivery and code-based guardrails are specifically designed to prevent hallucination drift in the co-pilot's answers.

Customer Knowledge Graph Search

I

Inference

  • Product and engineering-adjacent readers

The process of an AI model generating an output (a prediction, a response, a classification) based on its training, as opposed to the training process itself.

How BaseDynamics tracks this

All customer voice and agent reasoning inference runs inside secure, private inference loops that are isolated from public model training pipelines.

Security & Governance

K

Knowledge Graph

  • All personas

A structured, interconnected representation of data and the relationships between them, designed to be queried and reasoned over, rather than a flat table or document store.

How BaseDynamics tracks this

The Customer Knowledge Graph links usage telemetry, customer voice, and CRM/contract data across every account into one unified structure that the agents and co-pilot both query.

Customer Knowledge Graph Search

L

LLM (Large Language Model)

  • All personas

An AI model trained on large volumes of text data, capable of understanding and generating human-like language, the underlying technology behind most modern conversational AI and agents.

How BaseDynamics tracks this

Frontier LLMs power both the background agents' reasoning and the conversational co-pilot, always paired with deterministic guardrails for anything involving calculation.

AI Agentic Actions

M

Multi-Agent System

  • Product Managers
  • RevOps
  • CROs

An AI architecture where several specialized agents, each responsible for a distinct task or domain, work in parallel or coordination, rather than a single general-purpose agent handling everything.

How BaseDynamics tracks this

Three specialized agents, Activation Specialist, Retention Guardian, and Expansion Analyst, each own a distinct part of the post-sales lifecycle instead of one generic assistant trying to do all three.

AI Agentic Actions

P

Prompt

  • All personas

The input text or instruction given to an AI model to generate a response. It can range from a single user question to a large, structured system instruction.

How BaseDynamics tracks this

User questions to the co-pilot are combined with pre-compiled platform context before reaching the model, so the prompt the model sees is already grounded in real account data.

Customer Knowledge Graph Search

R

RAG (Retrieval-Augmented Generation)

  • All personas

An architecture where a language model's response is grounded by first retrieving relevant, structured data and passing it into the model's context, rather than relying purely on the model's trained knowledge.

How BaseDynamics tracks this

The core architecture behind the co-pilot, filtering and structuring database metrics before passing them to the model, specifically to increase accuracy without hallucination drift.

Customer Knowledge Graph Search

S

Signal

  • CSMs
  • RevOps
  • CROs

A high-trust, evidence-backed conclusion an agent reaches after corroborating multiple pieces of evidence, the point at which an agent moves from "noticed something" to "confident enough to act." A team member can approve, modify, or dismiss a Signal.

How BaseDynamics tracks this

Signals are what actually trigger playbooks, task creation, and alerts. One-off anomalies with no corroborating pattern never become a Signal.

AI Agentic Actions

T

Token

  • RevOps
  • finance-adjacent readers

The basic unit of text an AI model processes, roughly a word or part of a word. Model usage and cost are typically measured in tokens processed.

How BaseDynamics tracks this

Internal AI usage is benchmarked in tokens, but this is never exposed to customers as a billable credit. It is absorbed into the platform's included usage.

Pricing

V

Put agentic vocabulary to work

See how BaseDynamics uses evidence, signals, and frontier models with deterministic guardrails, not ungrounded chat.