Partner Portal Use Active Intelligence

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Partner Portal - Use Active Intelligence

ActiveCampaign's Active Intelligence is a powerful conversational tool designed for partners to efficiently manage their resold accounts within the Partner Portal. This feature is crucial for users who require instant insights and access to pricing information, enabling data-driven decisions that enhance account management workflows.

Introduction

The Active Intelligence feature allows you to perform tasks beyond the traditional capabilities seen in account management. By using this tool, partners can streamline their operations, significantly reducing time spent on manual account tasks. It facilitates bulk actions, simplifies inquiries about account metrics, and ensures that every action taken is informed by relevant data. This integrated approach not only aids in creating accounts but also in analyzing and optimizing them for better performance.

How to Access Active Intelligence

To begin using Active Intelligence, follow these steps: 1. Log in to the Partner Portal. 2. Click the Active Intelligence icon located at the top of your screen.

Once accessed, the Active Intelligence sidebar will appear, providing you with a space to type your prompts. This sidebar is context-aware, meaning it understands your ongoing tasks in real-time.

Step-by-Step Instructions

Using Active Intelligence involves a variety of commands and queries that make account management simpler. Below are some common actions you can perform:

1. **Create Child Accounts**:

  - You can create child accounts individually or in bulk using specific prompts. 
  - Example: "Create 1 child account, from the provided account and the name of snapshot."

2. **Cancel Accounts**:

  - To cancel an account, prompt the system accordingly through the sidebar.

3. **Include Add-ons and Entitlements**:

  - You can request to include specific add-ons or entitlements when creating new child accounts.

4. **Invoice Preview**:

  - Before creating an account, you can ask to see a preview of the invoice that outlines expected charges, including discounts.

5. **Fetch Account Snapshots**:

  - Retrieve information such as account snapshots by querying using either the name or ID.

6. **Check Child Account Name Availability**:

  - You can check if a name is available for a new child account.

7. **Quick Request Answers**:

  - Active Intelligence can answer quick queries like:
    * "How many active accounts do I have?"
    * "What is the total cost per month of all my child accounts grouped by billing plan?"

Configuration Options and Settings

While using Active Intelligence, you have several options to configure your requests effectively. Below are some examples:

- You can specify the number of accounts to create, for example, "Create 2-10 accounts in bulk, from the provided account snapshot [Snapshot Name or Hash Id]." - In your queries, you can ask for detailed breakdowns, like "Which accounts are close to upgrade based on contact limits usage?" to utilize the tool's analytical capabilities effectively.

Best Practices and Tips

To make the most out of Active Intelligence, consider the following best practices: - Always phrase your prompts clearly to get the most accurate responses. - Utilize the bulk creation feature to save time when managing multiple child accounts. - Regularly check for account metrics which can help in identifying potential churn. - Experiment with various prompts to fully explore the capabilities of Active Intelligence.

Common Use Cases with Examples

- **Bulk Account Creation**: When onboarding multiple clients, a partner can efficiently create several child accounts at once using a snapshot. - **Cost Monitoring**: Regularly querying for active accounts and their associated costs can highlight financial trends and preemptively identify accounts that might require attention. - **Churn Prediction**: By analyzing usage patterns, partners can quickly spot which accounts are at risk of churning and take necessary actions to retain them.

Troubleshooting Section

If you encounter issues while using Active Intelligence, consider the following troubleshooting tips: - Ensure you are logged into the Partner Portal correctly. - Verify your internet connection, as a poor connection may hinder the performance of the Active Intelligence tool. - If the sidebar does not appear, refresh the page and try again. - For issues related to specific queries, rephrase your prompt for better clarity.

FAQ

Q1: What is Active Intelligence? A1: Active Intelligence is a conversational tool that helps manage resold accounts by providing insights and streamlining workflows in the Partner Portal.

Q2: Can I create multiple child accounts at once? A2: Yes, you can create multiple child accounts in bulk using the Active Intelligence feature.

Q3: How do I preview an invoice before creating an account? A3: You can ask Active Intelligence to show you an invoice preview before account creation.

Q4: What metrics can I check using Active Intelligence? A4: You can check metrics such as the total number of active accounts, total costs per month, and accounts close to upgrade based on usage.

Q5: Are there any limitations to Active Intelligence? A5: Yes, certain tasks like creating campaigns or accessing metrics from child accounts require you to log into those accounts separately.

Q6: Can I schedule queries in Active Intelligence? A6: Currently, Active Intelligence does not support scheduling queries; each prompt must be entered manually.

Q7: How does Active Intelligence understand my queries? A7: The tool is context-aware and uses natural language processing to interpret and respond to prompts accurately.

For further details, you might want to explore how to utilize Active Intelligence in individual accounts in the additional resource link given [here](https://help.activecampaign.com/hc/en-us/articles/20843404001436-Active-Intelligence-overview). ```