AI Actions Library overview: Difference between revisions

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'''Navigation:''' [[Main_Page]] > [[Features]] > AI Actions Library overview
'''Navigation:''' [[Main_Page]] > [[Automation]] > [[AI Actions]] > AI Actions Library overview


== AI Actions Library Overview ==
== AI Actions Library Overview ==


The '''AI Actions Library''' in ActiveCampaign is a transformative feature designed to enhance personalization at the contact level. This flexible action allows users to modify the value of a custom field based on AI-driven processes and save the resulting information into another custom field. The capabilities offered by the AI Actions Library include summarizing text, conducting sentiment analysis, translating languages, and extracting data. Such functionalities can facilitate true one-to-one personalization, providing deeper insights into customer interactions and needs.
ActiveCampaign’s '''AI Actions Library''' is a powerful feature that allows users to leverage Artificial Intelligence (AI) to enhance customer engagement and personalization. This feature enables you to transform the value of a custom field and save the result into another custom field. With functionalities that allow summarization of text, sentiment analysis, language translation, and data extraction, the AI Actions Library helps scale true 1:1 personalization at the contact level.  
 
Understanding how to utilize this feature is crucial for marketers looking to automate communications and improve customer relationships effectively.  


== How to Access the AI Actions Library ==
== How to Access the AI Actions Library ==


Accessing the AI Actions Library requires navigating within an automation framework in ActiveCampaign. To utilize this feature, follow these steps:
To access the AI Actions Library, follow these steps:
1. Log into your ActiveCampaign account.
2. In the left navigation menu, click on '''Automations'''.
3. Choose an existing automation or create a new one.
4. In the automation designer, click on the '''(+)''' node where you wish to implement the AI action.


Upon following these steps, you’ll see options for integrating the AI Actions Library into your automation.
1. Navigate to the **Automations** section from the left menu.
2. You can choose to click on an existing automation or create a new one.
 
Once in the automation designer, you are now ready to add an AI action.


== Step-by-Step Instructions ==
== Step-by-Step Instructions ==


Here’s how to utilize the AI Actions Library and its various actions:
Below is a detailed guide on how to utilize the AI Actions Library, including steps for using the built-in actions and creating your own custom action.


=== Build Your Own Action ===
=== Using Preconfigured AI Actions ===
1. Click the '''(+)''' node in the automation designer.
 
2. Select '''Workflow''', then click on '''AI Actions Library'''.
1. **Click Automations** on the left menu.
3. From the modal, choose '''Build your own action'''.
2. Select an **existing automation** or **create a new one**.
4. In the prompt field, type your AI request using a '''personalization tag''' for a custom field value.
3. In the automation designer, click on the **(+)** node where you want to place the action.
5. Select the desired custom field for saving the response under the '''Save the response to this field''' section:
4. In the **Add an action** modal, click **Suggested**, then select **AI Actions Library**.
   * **Save to existing field**: Choose an existing contact field.
5. Choose the desired action from the following preconfigured options:
   * **Create a new field**: Type a field name and select a **Field type** and **Field group**.
   - **Summarize**
6. Click '''Get an example response''' to validate your prompt.
  - **Analyze**
7. If everything is correct, click '''Save'''.
   - **Translate**
  - **Classify intent**
  - **Determine sentiment**


=== Preconfigured Actions ===
After selecting an action, you will be prompted with the specific configuration options available for that action. Follow the instructions relevant to your selected action.
1. **Summarize**:
  - Follow steps 1-4 from above.
  - From the modal, select '''Summarize'''.
  - Choose a field to summarize, select summary length, and specify where to save the response.
  - Click '''Save''' when done.


2. **Analyze**:
=== Build Your Own Action ===
  - Follow steps 1-4 from above and select '''Analyze'''.
  - Choose a field to analyze and define an analysis prompt.
  - Optionally, configure settings like forcing a set list of outputs or allowing multiple outputs.
  - Save the results as instructed.


3. **Translate**:
If you prefer to customize your AI action, use the **Build your own action** functionality:
  - Repeat the steps as above, picking '''Translate''' from the AI Actions Library.
  - Select the field to translate, choose the target language, then specify the save location.
  - Click '''Save'''.


4. **Classify Intent**:
1. Click on **Automations** on the left menu.
   - Use steps similar to the previous actions, but select '''Classify Intent'''.
2. Select an **existing automation** or **create a new one**.
   - Choose a classification field and define optional settings for intent categorization, then save.
3. In the automation designer, click on the **(+)** node to add your action.
4. Click **Workflow**, and then select **AI Actions Library**.
5. Click on **Build your own action**.
6. In the modal that appears, type your AI prompt in the **What do you want to do with this contact?** section. You can utilize an example prompt provided at the bottom of the modal.
7. Click the **lightning bolt icon** to add a personalization tag, selecting the desired **Contact**, **Account**, or **Deal** field.
8. Under **Save the response to this field**, choose between:
   - '''Save to existing field'''
    - Select an existing contact field from the dropdown.
   - '''Create a new field'''
    - Input a **Field name**, choose the **Field type**, and the **Field group**.
9. (Optional) Click **Get an example response** to test your AI prompt.
10. Click **Save** when you are done configuring your action.


5. **Determine Sentiment**:
== Configuration Options and Settings ==
  - Again, follow similar steps, choosing '''Determine Sentiment'''.
  - Select a field for sentiment analysis and specify where to save the result.
  - Finish by clicking '''Save'''.


Each action allows you to analyze and enhance data regarding contacts, providing opportunities for personalized user experiences.
When using the AI Actions Library, the following options are available for configuration:


== Configuration Options and Settings ==
* '''Save to existing field''' – This lets you select an existing custom or standard field to store your action's response.
* '''Create a new field''' – Allows you to create a new custom field, specifying the name, type, and group.
* Each AI action can utilize up to three personalization tags.


The AI Actions Library provides a range of customizable options while creating or modifying actions. Key configuration points include:
The results of actions performed through the library can only be saved into a contact field, and a new response will be generated each time a contact undergoes the action.
- **Personalization Tags**: These tags correspond to custom fields and can be utilized in prompts across AI actions.
- **Save to Existing Field** or **Create a New Field**: These options permit flexibility in managing how AI-generated responses are stored.
- Various settings can be enabled for actions like **Analyze**, **Classify Intent**, or **Summarize**, providing rules for response outputs.


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


To maximize the benefits of the AI Actions Library:
1. **Test Your Prompts**: When creating custom actions, use the **Get an example response** feature to confirm functionality before deploying.
1. Ensure that you have purchased activities, as each action performed will consume one activity from your account.
2. **Monitor Activity Usage**: Each action consumes one activity, so be conscious of the number of times an action runs to avoid unnecessary costs.
2. Be mindful of automation flows that may loop contacts through actions multiple times, as this could lead to increased activity costs.
3. **Utilize Summarization for Clarity**: Employ the '''Summarize''' action to condense long feedback into digestible information for easier analysis and response.
3. Thoroughly test AI prompts using the '''Get an example response''' feature to confirm functionality prior to saving.
4. **Segment Contacts Smartly**: Use the output data from actions like '''Classify intent''' or '''Determine sentiment''' to personalize and segment communications effectively.
4. Utilize summary and analysis features to derive actionable insights from customer communication, improving customer engagement strategies.
5. **Review Result Outputs**: Check the responses from actions regularly to ensure the AI is generating appropriate outputs, especially when using customized actions.


== Troubleshooting ==
== Troubleshooting ==


If you encounter issues while using the AI Actions Library:
If you encounter issues while using the AI Actions Library, consider the following steps:
- Verify that you have sufficient activities available for use, as actions cannot be processed without them.
 
- Ensure that the personalization tag corresponds correctly with a populated contact field to avoid null responses.
- Ensure you are using the correct personalization tags as missing or incorrect tags can lead to no response from actions.
- If responses are not being generated, check for any configuration errors or incorrect field associations.
- Review your automation flow and check if other actions may cause multiple hits on the AI action to avoid excessive activity consumption.
- If you do not receive a response during testing, make sure there are valid contacts with values in the fields you are referencing; note that defaults do not trigger responses.


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


For more information on connected features, consider the following:
For a deeper understanding of how to maximize the AI Actions Library, you may want to explore these related features:
- [[Automation]]: Explore how to effectively navigate and utilize automation workflows.
 
- [[Custom Contact Fields]]: Learn about creating and managing custom fields that can work seamlessly with the AI Actions Library.
* [[Automation]] – Basics of creating and managing automations in ActiveCampaign.
* [[Personalization tags]] – Learn how to effectively use personalization tags for targeted marketing.


== FAQ ==
== FAQ ==


*'''What types of actions can I perform with the AI Actions Library?'''
=== What is the AI Actions Library? ===
  - You can summarize, analyze, translate, classify intent, and determine sentiment based on contact data.
The AI Actions Library is a feature within ActiveCampaign that allows users to automate actions based on AI analysis of text data entered in custom fields.
 
*'''Is there any cost associated with using the AI Actions Library?'''
  - Yes, performing actions through the AI Actions Library will consume one activity each time a contact processes an action.


*'''Can I create custom fields to store AI responses?'''
=== What does each action in the AI Actions Library do? ===
  - Yes, you have the option to create new fields or select existing ones to store the responses generated by AI actions.
Actions like **Summarize**, **Analyze**, **Translate**, **Classify intent**, and **Determine sentiment** each provide distinct functionalities for manipulating text data to derive insights or generate new content.


*'''Are there limitations on the number of personalization tags I can use?'''
=== Do I need a subscription to use AI Actions Library? ===
  - Yes, you can use up to three personalization tags in one AI Actions Library action.
Yes, you must purchase activities to use the AI Actions Library feature.


*'''What do I do if my AI actions aren't producing results?'''
=== Can I use personalizations in my AI prompts? ===
  - Ensure that you have valid personalization tags and enough contacts with populated fields. Check for setup errors as well.
Yes, you can incorporate personalization tags into prompts, allowing dynamic inputs based on contact-specific data.


*'''Can I analyze multiple outputs from my AI actions?'''
=== How can I monitor activity costs related to the AI Actions Library? ===
  - In the settings for some actions like '''Analyze''' and '''Classify Intent''', you can enable options to allow multiple outputs.
Keep track of activity usage through your account’s activity report to anticipate and manage costs.


*'''Does the AI Actions Library integrate with other ActiveCampaign features?'''
=== What happens if a contact doesn't have a value in the field I'm using? ===
  - Yes, it works seamlessly with automations and supports custom contact fields for enhanced functionality.
If a contact does not contain a value in the specified field, the AI action will not return a response, and you may need to review your field assignments.


By utilizing the AI Actions Library effectively, you can drive deeper engagement and a more personalized experience for your contacts within ActiveCampaign.
In summary, the AI Actions Library in ActiveCampaign provides a flexible and intelligent way to handle contact data, enabling businesses to enhance communication and personalize customer interaction at scale. By mastering this feature, you can greatly improve your automated marketing efforts and derive more value from your campaigns.
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Latest revision as of 10:51, 3 November 2025

``` Navigation: Main_Page > Automation > AI Actions > AI Actions Library overview

AI Actions Library Overview[edit | edit source]

ActiveCampaign’s AI Actions Library is a powerful feature that allows users to leverage Artificial Intelligence (AI) to enhance customer engagement and personalization. This feature enables you to transform the value of a custom field and save the result into another custom field. With functionalities that allow summarization of text, sentiment analysis, language translation, and data extraction, the AI Actions Library helps scale true 1:1 personalization at the contact level.

Understanding how to utilize this feature is crucial for marketers looking to automate communications and improve customer relationships effectively.

How to Access the AI Actions Library[edit | edit source]

To access the AI Actions Library, follow these steps:

1. Navigate to the **Automations** section from the left menu. 2. You can choose to click on an existing automation or create a new one.

Once in the automation designer, you are now ready to add an AI action.

Step-by-Step Instructions[edit | edit source]

Below is a detailed guide on how to utilize the AI Actions Library, including steps for using the built-in actions and creating your own custom action.

Using Preconfigured AI Actions[edit | edit source]

1. **Click Automations** on the left menu. 2. Select an **existing automation** or **create a new one**. 3. In the automation designer, click on the **(+)** node where you want to place the action. 4. In the **Add an action** modal, click **Suggested**, then select **AI Actions Library**. 5. Choose the desired action from the following preconfigured options: 

  - **Summarize**
  - **Analyze**
  - **Translate**
  - **Classify intent**
  - **Determine sentiment**

After selecting an action, you will be prompted with the specific configuration options available for that action. Follow the instructions relevant to your selected action.

Build Your Own Action[edit | edit source]

If you prefer to customize your AI action, use the **Build your own action** functionality:

1. Click on **Automations** on the left menu. 2. Select an **existing automation** or **create a new one**. 3. In the automation designer, click on the **(+)** node to add your action. 4. Click **Workflow**, and then select **AI Actions Library**. 5. Click on **Build your own action**. 6. In the modal that appears, type your AI prompt in the **What do you want to do with this contact?** section. You can utilize an example prompt provided at the bottom of the modal. 7. Click the **lightning bolt icon** to add a personalization tag, selecting the desired **Contact**, **Account**, or **Deal** field. 8. Under **Save the response to this field**, choose between: 

  - Save to existing field
    - Select an existing contact field from the dropdown.
  - Create a new field
    - Input a **Field name**, choose the **Field type**, and the **Field group**.

9. (Optional) Click **Get an example response** to test your AI prompt. 10. Click **Save** when you are done configuring your action.

Configuration Options and Settings[edit | edit source]

When using the AI Actions Library, the following options are available for configuration:

  • Save to existing field – This lets you select an existing custom or standard field to store your action's response.
  • Create a new field – Allows you to create a new custom field, specifying the name, type, and group.
  • Each AI action can utilize up to three personalization tags.

The results of actions performed through the library can only be saved into a contact field, and a new response will be generated each time a contact undergoes the action.

Best Practices and Tips[edit | edit source]

1. **Test Your Prompts**: When creating custom actions, use the **Get an example response** feature to confirm functionality before deploying. 2. **Monitor Activity Usage**: Each action consumes one activity, so be conscious of the number of times an action runs to avoid unnecessary costs. 3. **Utilize Summarization for Clarity**: Employ the Summarize action to condense long feedback into digestible information for easier analysis and response. 4. **Segment Contacts Smartly**: Use the output data from actions like Classify intent or Determine sentiment to personalize and segment communications effectively. 5. **Review Result Outputs**: Check the responses from actions regularly to ensure the AI is generating appropriate outputs, especially when using customized actions.

Troubleshooting[edit | edit source]

If you encounter issues while using the AI Actions Library, consider the following steps:

- Ensure you are using the correct personalization tags as missing or incorrect tags can lead to no response from actions. - Review your automation flow and check if other actions may cause multiple hits on the AI action to avoid excessive activity consumption. - If you do not receive a response during testing, make sure there are valid contacts with values in the fields you are referencing; note that defaults do not trigger responses.

Related Features[edit | edit source]

For a deeper understanding of how to maximize the AI Actions Library, you may want to explore these related features:

  • Automation – Basics of creating and managing automations in ActiveCampaign.
  • Personalization tags – Learn how to effectively use personalization tags for targeted marketing.

FAQ[edit | edit source]

What is the AI Actions Library?[edit | edit source]

The AI Actions Library is a feature within ActiveCampaign that allows users to automate actions based on AI analysis of text data entered in custom fields.

What does each action in the AI Actions Library do?[edit | edit source]

Actions like **Summarize**, **Analyze**, **Translate**, **Classify intent**, and **Determine sentiment** each provide distinct functionalities for manipulating text data to derive insights or generate new content.

Do I need a subscription to use AI Actions Library?[edit | edit source]

Yes, you must purchase activities to use the AI Actions Library feature.

Can I use personalizations in my AI prompts?[edit | edit source]

Yes, you can incorporate personalization tags into prompts, allowing dynamic inputs based on contact-specific data.

How can I monitor activity costs related to the AI Actions Library?[edit | edit source]

Keep track of activity usage through your account’s activity report to anticipate and manage costs.

What happens if a contact doesn't have a value in the field I'm using?[edit | edit source]

If a contact does not contain a value in the specified field, the AI action will not return a response, and you may need to review your field assignments.

In summary, the AI Actions Library in ActiveCampaign provides a flexible and intelligent way to handle contact data, enabling businesses to enhance communication and personalize customer interaction at scale. By mastering this feature, you can greatly improve your automated marketing efforts and derive more value from your campaigns. ```

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