Editing Active Intelligence (section)

== Best Practices and Tips ==

To get the most value out of Active Intelligence in the Partner Portal, consider these best practices:

* **Use clear, concise language** for faster responses from the AI interface. Avoid jargon unless it's account-specific.
* **Set a regular cadence** for checking churn scores and revenue forecasts to inform your account management strategy.
* **Use filters frequently** when managing large portfolios to focus only on accounts that require attention.
* **Pair insights with actions**—when the AI flags an at-risk account, immediately initiate a retention campaign or contact your client.
* **Leverage bulk creation and updates** when onboarding new clients or syncing changes across multiple accounts.