Backbase

Turn your business data into powerful, organized systems in minutes. Create custom databases as easily as building a spreadsheet, then automatically get secure APIs for your team and systems to access that data—no coding required.

How It Works

Building with Backbase follows a simple three-step process:

Design → Store → Access

1. Design Your Data Structure - Tell Backbase what information you want to track, just like setting up columns in a spreadsheet
2. Store Your Information - Import your business data from existing files
3. Access Everywhere - Your data becomes instantly available to Workflows, AI Agentflows, websites, and team members

Think of it as upgrading from spreadsheets to a real business system, but without needing IT help or technical skills.

What You Can Build

Core Capabilities

Custom Databases

Create structured data storage for any business need without learning database languages or hiring developers.

• Replace Spreadsheets - Turn Excel files into real databases that multiple people can use safely
• Connect Information - Link related data automatically (like connecting customers to their orders)
• Scale Confidently - Handle growing data volumes without performance issues
• Perfect for: Customer records, product catalogs, employee data, project information

Instant APIs

Your databases automatically become accessible through powerful GraphQL APIs with zero configuration.

• Auto-Generated GraphQL - Complete CRUD operations, filtering, pagination, and relationships generated automatically
• Custom DSL - Advanced query language with complex filtering (_and/_or), sorting, and search capabilities
• Real-Time Access - Changes appear immediately across all connected systems
• Secure Sharing - Built-in authentication, field-level permissions, and audit trails
• Perfect for: Feeding data to Workflows, powering websites, integrating with external tools

query GetCustomers {
  Customer(
    where: { 
      name: { _ilike: "%enterprise%" }
      orders: { amount: { _gt: 1000 } }
    }
    order_by: { created_at: desc }
  ) {
    items { id name email orders { amount } }
  }
}

AI Knowledge Base

Transform structured business data into intelligent knowledge that powers smarter AI Agentflows.

• Live Knowledge - Unlike static documents, business data stays automatically current for AI Agentflows
• Structured Queries - AI Agentflows can execute precise GraphQL queries for specific customer records, order details, or product information
• Contextual Intelligence - Customer service agents know your purchase history, support agents access your case details
• Performance Edge - Database queries are faster than document searches, providing instant AI responses

GraphQL API

Every database automatically becomes a powerful GraphQL API with zero configuration required.

query GetCustomers {
  Customer(where: {name: {_ilike: "%enterprise%"}}) {
    items { id name email }
  }
}

Auto-Generated Features:

• Complete CRUD operations for every entity
• Advanced filtering with complex conditions
• Relationship queries across connected data
• Pagination and ordering for large datasets
• Multi-language support for global applications
• Real-time updates across all connected systems

Key Features

Visual Database Designer

Create databases using drag-and-drop tools instead of complex technical interfaces.

• Benefit: Anyone can build professional data systems without technical training
• Use Case: HR manager creates employee database in 10 minutes instead of waiting weeks for IT

Smart Relationships

Connect related information automatically so data stays organized and accessible.

• Benefit: See complete pictures (like all orders for a specific customer) without manual linking
• Use Case: Customer service instantly sees purchase history when a customer calls

Multi-Language Support

Store content in multiple languages to serve global teams and customers.

• Benefit: Manage international business without separate systems for each region
• Use Case: E-commerce site shows product descriptions in customer's preferred language

Search & Filtering

Find exactly what you need instantly, even in large datasets.

• Benefit: Locate information in seconds instead of scrolling through endless records
• Use Case: Sales rep quickly finds all prospects in specific industry and location

Access Control

Decide who can view, edit, or delete different types of information.

• Benefit: Protect sensitive data while keeping teams productive
• Use Case: Marketing sees customer preferences but not financial information

Integration Ready

Transform your databases into the intelligent foundation for automation and AI-powered experiences.

• AI Knowledge Base: Structured business data provides more accurate, queryable knowledge than static documents for AI Agentflows
• Workflow Automation: Real-time data changes trigger intelligent Workflows that adapt to your business context
• Performance Advantage: Instant data retrieval vs. document searching means faster AI responses and smoother user experiences
• Always Current: Unlike uploaded documents, your business data stays automatically up-to-date for both AI Agentflows and Workflows

Integration Examples

Complete Business Solutions

Transform your operations with end-to-end intelligent automation powered by Backbase as your central data foundation.

Customer Journey Automation

From Lead to Loyal Customer

1. Lead Capture → Website form submission creates prospect record in Backbase customer database
2. AI Qualification → AI Agentflow analyzes lead data, asks qualifying questions, scores engagement
3. Smart Routing → Workflow assigns to appropriate sales rep based on territory/expertise data in Backbase
4. Personalized Follow-up → Agent references complete prospect profile for tailored outreach
5. Deal Progression → Opportunity stages automatically update in Backbase, triggering next-step Workflows
6. Customer Onboarding → Win triggers automated welcome sequence with account setup and training scheduling

Dynamic Support Ecosystem

Context-Aware Customer Care

1. Intelligent Intake → AI Agentflow greets customer, identifies them via email/phone in Backbase customer database
2. History Analysis → Agent reviews complete interaction history, product ownership, and preferences
3. Smart Troubleshooting → Knowledge base in Backbase powers contextual issue resolution
4. Escalation Logic → Complex issues automatically route to specialists based on customer tier and issue type
5. Proactive Follow-up → Workflow schedules satisfaction surveys and checks resolution effectiveness
6. Continuous Learning → Agent feedback updates troubleshooting knowledge base for future improvements

Supply Chain Intelligence

Data-Driven Inventory Management

1. Real-time Monitoring → Inventory levels in Backbase trigger automated reorder Workflows
2. Demand Prediction → AI Agentflow analyzes sales patterns to predict upcoming shortages
3. Supplier Coordination → Workflows automatically contacts suppliers with reorder requirements
4. Quality Tracking → Product data includes supplier performance metrics and quality scores
5. Customer Communication → Backdate issues trigger proactive customer notifications via AI Agentflows
6. Performance Analytics → Dashboard pulls live data from Backbase for executive reporting

Getting Started

Outcomes:

• Database framework created in minutes instead of hours of planning
• Perfect fit for your specific business requirements
• All your business data organized and accessible in one place
• Transform static data into dynamic business processes
• Improved collaboration without compromising data security

Ready to transform your spreadsheets into powerful business systems? Backbase provides the foundation for data-driven Workflows and intelligent AI Agentflows, turning your information into your competitive advantage.