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'''Navigation:''' [[Main_Page]] > [[ActiveCampaign Release Notes]] > [[Partner Release Notes]] > Active Intelligence
'''Navigation:''' [[Main_Page]] > [[ActiveCampaign Release Notes]] > [[Partner Release Notes]] > Active Intelligence


= Active Intelligence in Partner Portal (Beta) =
= Active Intelligence for Resellers =


== Introduction ==
== Introduction ==


'''Active Intelligence''' is a new AI-powered workspace now available in beta within the ActiveCampaign Partner Portal as of October 2025. This innovative feature leverages natural language AI to empower partners with real-time insights and operational capabilities across all of their connected child accounts. By integrating conversational AI directly into the partner ecosystem, Active Intelligence provides a centralized hub for portfolio management, revenue forecasting, churn prevention, and operational efficiency.
'''Active Intelligence for Resellers''' delivers a powerful AI-enhanced workspace that allows ActiveCampaign partners to support their clients with intelligent campaign creation, real-time analytics, and automated marketing orchestration. This tool offers an overlay experience directly within the client's account that can interpret natural language prompts, generate marketing assets, and provide recommendations—eliminating the need to pivot between tools or navigate complex reporting interfaces.


For ActiveCampaign partners managing multiple client accounts, this feature represents a transformative shift. It eliminates the need for manual, account-by-account review by harnessing AI orchestration to answer questions, generate insights, and execute actions using just conversational inputs. This results in streamlined workflows, smarter decision-making, and improved portfolio performance at scale.
Designed with agencies and resellers in mind, this feature ensures faster campaign deployment, smarter automation creation, and deeper insights through an intuitive, conversational interface. Whether you're creating email campaigns, building automation logic, or seeking clarity on performance metrics, Active Intelligence acts as your AI-powered marketing assistant.


== How to Access This Feature ==
== How to Access Active Intelligence ==


The '''Active Intelligence Workspace''' is accessible through the ActiveCampaign Partner Portal and is currently in the beta phase as of the October 2025 Partner Release.
To access '''Active Intelligence''' in your client’s ActiveCampaign account, you’ll need to be logged in as a reseller or agency partner with appropriate permissions. This workspace is an integrated overlay that sits within the client account’s user interface, specifically geared for supported ActiveCampaign plan types (Starter, Plus, Pro, Enterprise as of October 2025).


To access:
=== Supported Plans ===
- Starter
- Plus
- Pro
- Enterprise


1. Log in to the [https://www.activecampaign.com/partner Partner Portal].
=== Steps to Access ===
2. Navigate to the section labeled “Active Intelligence” in the portal menu (availability may depend on plan permissions).
# Log into your ActiveCampaign Partner Portal.
3. Access the AI workspace interface, which allows for natural language queries and insights across your linked accounts.
# Navigate to the specific client account you want to manage.
# Once inside the client account, locate the '''Active Intelligence''' overlay typically presented as a contextual AI assistant interface.
# Engage the tool directly using text-based input to ask questions, request campaign builds, or gather actionable insights.


Note: Active Intelligence (Beta) is available to all partners on the following ActiveCampaign plans:
== Step-By-Step Instructions ==
* Starter
* Plus
* Pro
* Enterprise


== Step-by-Step Instructions ==
=== 1. Launch the Active Intelligence Workspace ===
After accessing a client account, you will see the '''Active Intelligence''' assistant embedded on screen. Click the '''Ask AI anything''' input bar to activate the assistant.


=== 1. Enter the Partner Portal ===
=== 2. Request Campaign Insights ===
Visit the [https://www.activecampaign.com/partner ActiveCampaign Partner Portal] and log in with your partner credentials.
Use natural language queries such as:
- “Show me my highest-performing campaigns from last month.”
- “How’s my open rate trending over time?”


=== 2. Locate the Active Intelligence Beta Panel ===
Active Intelligence will return real-time analytics, trend graphs, and summary metrics.
Once inside the portal dashboard, look for the '''Active Intelligence''' option, which will appear as part of the left-hand navigation or within the insights/workspace tab.


=== 3. Launch the AI Workspace ===
=== 3. Build Campaigns via Goal-Oriented Prompts ===
Click on the “Active Intelligence” panel to open the AI workspace interface. This is where you enter questions or commands using plain, natural language (e.g., "Show accounts with declining engagement over the last 30 days").
You and your clients can activate campaign creation by describing what you want to achieve. Examples:
- “Create a welcome email sequence for new subscribers.”
- “Set up a drip campaign for webinar promotion.”


=== 4. Query and Execute ===
Based on these inputs, the AI assistant will build relevant **email templates**, **drip logic**, and suggest optimal **send times** and **triggers** for automations.
Write your query directly into the input field — the AI engine will analyze your entire connected portfolio to return actionable results and visual insights.


Examples of queries:
=== 4. Optimize Existing Automations ===
* "Show revenue trends across all accounts."
Use prompts such as:
* "Which accounts are at risk for churn?"
- “Improve delivery rate of this newsletter.”
* "Compare performance metrics between [Account A] and [Account B]."
- “Revise subject lines for better engagement.”
* "Create new child account templates."


=== 5. Use Output to Take Action ===
The AI will make personalized suggestions or alterations based on your goals.
The AI provides summaries, visual dashboards, and links to take action, such as initiating email automation, flagging risky accounts, and viewing specific account metrics.
 
=== 5. Receive AI-Powered Recommendations ===
In addition to executing tasks, Active Intelligence offers proactive recommendations such as:
- Campaigns to optimize based on recent performance dips
- Segments that may benefit from new automation triggers
- Opportunities to increase click-through-rates


== Configuration Options and Settings ==
== Configuration Options and Settings ==


Currently, Active Intelligence (Beta) is designed for out-of-the-box use for partners and does not require extensive configuration. However, the following options enhance your experience:
Active Intelligence is designed to be intuitive and minimal in manual configuration. However, the following options are embedded for customizable control:


* '''Connected Accounts Sync:''' Ensure that all your child accounts are correctly connected to the Partner Portal to ensure complete data aggregation.
* '''Prompt Field''' – Use this input area to type natural language instructions or questions.
* '''Natural Language Localization:''' Queries can be tailored using standard English language, and enhancements will be added in future releases.
* '''Response Pane''' – Where dynamic insight data, campaign drafts, and visualizations appear.
* '''Bulk Management Permissions:''' Enable permissions to allow AI-driven account creation and cross-account analytics.
* '''Campaign Builder Activation''' – Automatically generates email series from goal-based prompts.
* '''Performance Snapshot Cards''' – Present key metrics like open rate, CTR, conversion comparisons.


Updates and configurations in the workspace will be handled automatically as the feature progresses through beta testing.
Each client account inherits the AI capabilities allowlisted by plan level. No additional configuration is required from the agency side beyond access permissions and ensuring the client has an eligible plan.


== Best Practices and Tips ==
== Best Practices and Tips ==


To get the most out of Active Intelligence, consider the following best practices:
To maximize the effectiveness of Active Intelligence within reseller workflows, consider adopting the following strategies:


* **Use conversational queries**: You don’t need to structure your requests like SQL or code—simply ask as you would a person.
* **Focus on goal-oriented prompts**: Instead of saying “create an email,” offer full context like “create an onboarding series for first-time buyers who joined last week.”
* **Begin your day in the workspace**: Quickly spot trends, drops, or red flags in engagement or revenue each morning.
* **Use performance insights often**: Check campaign efficiency weekly by asking about trends and underperforming segments.
* **Integrate with regular workflows**: Use AI-generated insights to feed into [[Automation]] processes or weekly client health reports.
* **Educate your clients**: Encourage them to engage directly with the AI assistant to build confidence in campaign ownership.
* **Flag underperforming accounts**: Automate the follow-up process using engagement metrics surfaced from natural language queries.
* **Review AI-generated content**: Always validate the tone, voice, and accuracy of what the AI builds—especially before publishing.
* **Take advantage of churn predictions**: Proactively address customer retention issues suggested by the AI churn scoring system.


== Common Use Cases With Examples ==
== Common Use Cases with Examples ==


'''1. Cross-Account Revenue Analysis'''
=== Agencies Guiding New Businesses ===
* Query: "What are this quarter’s revenue estimates for all accounts?"
A marketing agency managing a new ecommerce brand can use Active Intelligence to:
* Result: AI delivers insights across the portfolio and identifies high-performing accounts.
- Quickly create a welcome email automation
- Ask: “What segment of subscribers hasn’t opened in 30 days?”
- Run an AI-optimized reengagement campaign


'''2. Early Churn Detection'''
=== Franchise-Level Optimization ===
* Query: "Which accounts have experienced a 30%+ engagement drop?"
A reseller supporting franchise locations can:
* Result: Get a real-time list of accounts at risk with AI-powered churn scores, enabling you to initiate re-engagement workflows.
- Ask for performance insights across multiple campaigns
- Generate location-specific lead nurture sequences
- Implement scalable recommendations with minimal manual work


'''3. Create Bulk Accounts'''
=== Real-Time Q&A for Live Campaigns ===
* Use AI to initiate bulk child account creation or templates to onboard new clients faster.
During a live launch window, resellers can:
- Ask: “Are open rates on today’s campaign better than last week’s?”
- Based on insights, adjust CTA copy or schedule a resend to non-openers


'''4. Upgrade Opportunity Identification'''
== Troubleshooting ==
* Query: "Which clients are nearing plan limits or over-performance thresholds?"
* Result: AI presents a list of accounts primed for upsell conversations.


== Troubleshooting ==
=== The AI Assistant Doesn’t Load ===
- Ensure the client account is subscribed to a supported plan
- Refresh the client account interface
- Clear cache or try a different browser


If you encounter issues with Active Intelligence, consider the following steps:
=== AI Returns Inaccurate or Irrelevant Results ===
- Be specific with prompts (e.g., include campaign titles or date ranges)
- Avoid vague commands like “fix my campaign”
- Retrain results by reiterating goals clearly


* **The panel is missing from your Partner Portal**: Confirm that you are on a supported plan and that your portal version includes beta access.
=== Recommendations Seem Generic ===
* **Query results not loading**: Check your internet connection and refresh the browser. Clear cache if necessary.
- Take advantage of data-rich prompts like “based on open rate trends over the last month...”
* **Incomplete account data**: Ensure all client accounts are properly connected. Missing data may result in incomplete insights.
- Enable clients to review previous campaign performance before prompt generation
* **AI not understanding queries**: Try rephrasing your query using standard English. Avoid product-specific jargon or abbreviations.
* **Delayed insights**: During high-traffic periods, results may take a few extra seconds to process. Wait before refreshing.


If problems persist, reach out via the [https://help.activecampaign.com/hc/en-us/requests/new Partner Support Contact form].
If issues persist, contact ActiveCampaign Support through the '''Help Docs''' or partner portal.


== Related Features ==
== Related Features ==


* [[Automation]]
Explore these additional partner-focused articles that further extend your AI marketing capabilities:
* [[Campaigns]]
 
* [[Contacts]]
* [[Partner Release Notes]]
* [[Reports]]
* [[ActiveCampaign Release Notes]]
* [[Integrations]]
* [[AI Actions Library for Agency Partners]]
* [[Settings]]
* [[Active Intelligence in Partner Portal (Beta)]]


== FAQ ==
== FAQ ==


'''Q1: Is Active Intelligence available to all partners?'''
=== What is Active Intelligence? ===
Yes, Active Intelligence is available in beta to all ActiveCampaign partners operating on Starter, Plus, Pro, and Enterprise plans.
Active Intelligence is an AI-powered workspace within ActiveCampaign that allows users to build and optimize marketing campaigns through natural language commands.
 
'''Q2: What types of data does the AI workspace analyze?'''
The workspace aggregates engagement, billing, performance, churn risk, and account usage data across all connected child accounts.


'''Q3: Can I use the AI to perform actions or only reports?'''
=== Do clients need anything installed to use it? ===
While primarily designed for insights, the AI also facilitates operational actions such as bulk account creations and performance comparisons.
No. Active Intelligence is available as an in-app overlay and does not require any installation. It's accessible directly from the client’s account.


'''Q4: Does Active Intelligence support multiple languages?'''
=== Can resellers control what clients see in Active Intelligence? ===
At launch, the natural language processing engine supports English. Additional language support may roll out in future releases.
Permissions are inherited from the reseller’s access level. Partners can guide usage but cannot limit AI functionalities on the client side.


'''Q5: Can I customize the AI responses?'''
=== Is Active Intelligence multilingual? ===
The AI currently returns standard insights, but customization through prompt design is supported via varying your natural language queries.
While prompt understanding supports English as the primary language, results may vary across other languages.


'''Q6: Is this a paid add-on?'''
=== How is this different from traditional campaign building? ===
No, Active Intelligence is included for qualifying partners at no additional cost during the beta phase.
Unlike manual processes, Active Intelligence uses AI to generate campaign content and strategies based on goals you describe, reducing time-to-launch.


'''Q7: Where can I find documentation on using Active Intelligence?'''
=== What kinds of prompts work best? ===
Visit the official help article: [https://help.activecampaign.com/hc/en-us/articles/22835371412636 Partner Portal - Use Active Intelligence].
Goal-based prompts work best—describe what you want to achieve (e.g., “Promote a summer sale to all customers who purchased in March”).


== See Also ==
=== Will the AI automatically publish content? ===
No. AI-generated campaigns and content must be manually reviewed and published by the user to ensure accuracy and alignment with brand tone.


* [[ActiveCampaign Release Notes]]
== Additional Resources ==
* [[Partner Release Notes]]
For a foundational understanding of Active Intelligence and its applications across account types, see:
* [[Automation]]
* [https://help.activecampaign.com/hc/en-us/articles/20843404001436-Active-Intelligence-overview Active Intelligence Overview]
* [[Contacts]]
* [[Reports]]
* [[Integrations]]
* [[Email_Marketing]]
* [https://help.activecampaign.com/hc/en-us/articles/22835371412636 Partner Portal - Use Active Intelligence] (official guide)


[[Category:ActiveCampaign Release Notes]]
[[Category:ActiveCampaign Release Notes]]
[[Category:Partner Release Notes]]
[[Category:Partner Release Notes]]

Revision as of 05:41, 2 November 2025

Navigation: Main_Page > ActiveCampaign Release Notes > Partner Release Notes > Active Intelligence

Active Intelligence for Resellers

Introduction

Active Intelligence for Resellers delivers a powerful AI-enhanced workspace that allows ActiveCampaign partners to support their clients with intelligent campaign creation, real-time analytics, and automated marketing orchestration. This tool offers an overlay experience directly within the client's account that can interpret natural language prompts, generate marketing assets, and provide recommendations—eliminating the need to pivot between tools or navigate complex reporting interfaces.

Designed with agencies and resellers in mind, this feature ensures faster campaign deployment, smarter automation creation, and deeper insights through an intuitive, conversational interface. Whether you're creating email campaigns, building automation logic, or seeking clarity on performance metrics, Active Intelligence acts as your AI-powered marketing assistant.

How to Access Active Intelligence

To access Active Intelligence in your client’s ActiveCampaign account, you’ll need to be logged in as a reseller or agency partner with appropriate permissions. This workspace is an integrated overlay that sits within the client account’s user interface, specifically geared for supported ActiveCampaign plan types (Starter, Plus, Pro, Enterprise as of October 2025).

Supported Plans

- Starter - Plus - Pro - Enterprise

Steps to Access

  1. Log into your ActiveCampaign Partner Portal.
  2. Navigate to the specific client account you want to manage.
  3. Once inside the client account, locate the Active Intelligence overlay typically presented as a contextual AI assistant interface.
  4. Engage the tool directly using text-based input to ask questions, request campaign builds, or gather actionable insights.

Step-By-Step Instructions

1. Launch the Active Intelligence Workspace

After accessing a client account, you will see the Active Intelligence assistant embedded on screen. Click the Ask AI anything input bar to activate the assistant.

2. Request Campaign Insights

Use natural language queries such as: - “Show me my highest-performing campaigns from last month.” - “How’s my open rate trending over time?”

Active Intelligence will return real-time analytics, trend graphs, and summary metrics.

3. Build Campaigns via Goal-Oriented Prompts

You and your clients can activate campaign creation by describing what you want to achieve. Examples: - “Create a welcome email sequence for new subscribers.” - “Set up a drip campaign for webinar promotion.”

Based on these inputs, the AI assistant will build relevant **email templates**, **drip logic**, and suggest optimal **send times** and **triggers** for automations.

4. Optimize Existing Automations

Use prompts such as: - “Improve delivery rate of this newsletter.” - “Revise subject lines for better engagement.”

The AI will make personalized suggestions or alterations based on your goals.

5. Receive AI-Powered Recommendations

In addition to executing tasks, Active Intelligence offers proactive recommendations such as: - Campaigns to optimize based on recent performance dips - Segments that may benefit from new automation triggers - Opportunities to increase click-through-rates

Configuration Options and Settings

Active Intelligence is designed to be intuitive and minimal in manual configuration. However, the following options are embedded for customizable control:

  • Prompt Field – Use this input area to type natural language instructions or questions.
  • Response Pane – Where dynamic insight data, campaign drafts, and visualizations appear.
  • Campaign Builder Activation – Automatically generates email series from goal-based prompts.
  • Performance Snapshot Cards – Present key metrics like open rate, CTR, conversion comparisons.

Each client account inherits the AI capabilities allowlisted by plan level. No additional configuration is required from the agency side beyond access permissions and ensuring the client has an eligible plan.

Best Practices and Tips

To maximize the effectiveness of Active Intelligence within reseller workflows, consider adopting the following strategies:

  • **Focus on goal-oriented prompts**: Instead of saying “create an email,” offer full context like “create an onboarding series for first-time buyers who joined last week.”
  • **Use performance insights often**: Check campaign efficiency weekly by asking about trends and underperforming segments.
  • **Educate your clients**: Encourage them to engage directly with the AI assistant to build confidence in campaign ownership.
  • **Review AI-generated content**: Always validate the tone, voice, and accuracy of what the AI builds—especially before publishing.

Common Use Cases with Examples

Agencies Guiding New Businesses

A marketing agency managing a new ecommerce brand can use Active Intelligence to: - Quickly create a welcome email automation - Ask: “What segment of subscribers hasn’t opened in 30 days?” - Run an AI-optimized reengagement campaign

Franchise-Level Optimization

A reseller supporting franchise locations can: - Ask for performance insights across multiple campaigns - Generate location-specific lead nurture sequences - Implement scalable recommendations with minimal manual work

Real-Time Q&A for Live Campaigns

During a live launch window, resellers can: - Ask: “Are open rates on today’s campaign better than last week’s?” - Based on insights, adjust CTA copy or schedule a resend to non-openers

Troubleshooting

The AI Assistant Doesn’t Load

- Ensure the client account is subscribed to a supported plan - Refresh the client account interface - Clear cache or try a different browser

AI Returns Inaccurate or Irrelevant Results

- Be specific with prompts (e.g., include campaign titles or date ranges) - Avoid vague commands like “fix my campaign” - Retrain results by reiterating goals clearly

Recommendations Seem Generic

- Take advantage of data-rich prompts like “based on open rate trends over the last month...” - Enable clients to review previous campaign performance before prompt generation

If issues persist, contact ActiveCampaign Support through the Help Docs or partner portal.

Related Features

Explore these additional partner-focused articles that further extend your AI marketing capabilities:

FAQ

What is Active Intelligence?

Active Intelligence is an AI-powered workspace within ActiveCampaign that allows users to build and optimize marketing campaigns through natural language commands.

Do clients need anything installed to use it?

No. Active Intelligence is available as an in-app overlay and does not require any installation. It's accessible directly from the client’s account.

Can resellers control what clients see in Active Intelligence?

Permissions are inherited from the reseller’s access level. Partners can guide usage but cannot limit AI functionalities on the client side.

Is Active Intelligence multilingual?

While prompt understanding supports English as the primary language, results may vary across other languages.

How is this different from traditional campaign building?

Unlike manual processes, Active Intelligence uses AI to generate campaign content and strategies based on goals you describe, reducing time-to-launch.

What kinds of prompts work best?

Goal-based prompts work best—describe what you want to achieve (e.g., “Promote a summer sale to all customers who purchased in March”).

Will the AI automatically publish content?

No. AI-generated campaigns and content must be manually reviewed and published by the user to ensure accuracy and alignment with brand tone.

Additional Resources

For a foundational understanding of Active Intelligence and its applications across account types, see:

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