Active Intelligence: Automations agent (Beta)

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Active Intelligence: Automations agent (Beta) Release

ActiveCampaign is excited to announce the introduction of the Automations agent as part of the Active Intelligence suite, which is currently in Beta. This innovative feature aims to accelerate the process of creating automated workflows by allowing users to simply express their automation objectives. In response, the Automations agent constructs a complete, sequenced customer journey, complete with tailored content for each stage.

Why It Matters

The ability to launch sophisticated automation sequences quickly is vital in today's fast-paced digital marketing landscape. The Automations agent is designed to reduce the time and complexity associated with building multi-step workflows, which ultimately allows businesses to enhance customer engagement, improve lead nurturing, and boost overall campaign effectiveness. By leveraging this feature, users can implement intricate automation in minutes rather than hours, ensuring they remain responsive to customer behaviors and needs.

How to Access This Feature

To begin utilizing the Automations agent, follow these steps: 1. Log into your ActiveCampaign account. 2. Look for the Active Intelligence icon within your dashboard. 3. Click on the icon to access the Automations agent.

If you find that Active Intelligence is not yet available, you can request access by commenting on our community post at [1] with your ActiveCampaign account URL.

Step-by-Step Instructions

Once you have accessed the Automations agent, follow these detailed instructions to start building your automation:

1. **Set an Objective:** Begin by stating your goal clearly. This could be anything from creating a nurture sequence to re-engaging inactive subscribers. 2. **Prompt the Agent:** Use specific prompts such as:

  - "Generate a 4-email nurture sequence for webinar attendees."
  - "Create a 3-part welcome series for my gluten-free baking course."

3. **Review the Workflow:** The Automations agent will generate a multi-step workflow with content for each email touchpoint based on your objectives. 4. **Customize as Needed:** Once the draft is created, you can easily edit any part of the workflow to better fit your needs. 5. **Launch Your Automation:** After you are satisfied with the workflow, simply activate it to start engaging with your audience.

Configuration Options and Settings

When using the Automations agent, there are several configuration options and settings to be aware of to make the most out of the feature:

• Complete customer journey: Craft entire customer journeys from defined objective-based prompts.
• Quick content creation and editing: Leverage automatic content generation for each step in the automation and modify workflows through simple conversational requests.

Best Practices and Tips

• **Define Clear Goals:** Ensure that your input prompts are specific and targeted to get the best results from the Automations agent.
• **Iterate Quickly:** Utilize the ability to generate content rapidly to create multiple workflows, enabling A/B testing of different approaches.
• **Monitor Performance:** After launching your automations, keep an eye on engagement metrics to learn what works and optimize future campaigns accordingly.

Common Use Cases with Examples

The Automations agent can facilitate various marketing strategies. Here are some common use cases:

1. **Nurture Sequences:**

  - Prompt: "Generate a 4-email nurture sequence for webinar attendees." 
  - Result: The agent designs an engaging sequence that includes key takeaways from the webinar, links to related resources, and extends a special offer on your premium service.

2. **Win-Back Campaigns:**

  - Prompt: "Generate a 4-email win-back sequence for former customers." 
  - Result: A sequence that addresses common pain points of inactive subscribers, highlights new features, and provides a limited-time renewal discount.

3. **Welcome Series:**

  - Prompt: "Create a 3-part welcome series for my gluten-free baking course." 
  - Result: Craft a thoughtful sequence that introduces the course, shares helpful resources, and encourages engagement.

4. **Drip Campaigns:**

  - Prompt: "Help me create a 3-step nurture flow series to keep my customers engaged after they open this email." 
  - Result: Develop a proactive campaign that follows up with optimized messaging to nurture leads through their buyer journey.

Troubleshooting

While the Automations agent is designed to be user-friendly, you may encounter some challenges. Here are a few common troubleshooting tips:

• **Not Seeing the Active Intelligence Icon:** If the icon is missing from your dashboard, you may need to request access as noted earlier.
• **Generated Content Not Meeting Expectations:** Review your prompts for specificity. More detailed requests often yield better outcomes.
• **Technical Issues:** If you experience issues with the application itself, try refreshing your browser or contacting ActiveCampaign support for assistance.

Related Features

• For more information on general automation capabilities, visit the Automations section.
• To explore further about how ActiveCampaign utilizes AI, consider reviewing the Active Intelligence overview.

FAQ

1. **What is the Automations agent?**

  The Automations agent is a feature that helps users build automated multi-step workflows by simply stating their goals.

2. **How does the Automations agent benefit my marketing efforts?**

  It allows users to launch complex email campaigns quickly, increasing engagement and ensuring timely communication with customers.

3. **Is the Automations agent available to all users?**

  Currently, it is in Beta and may require requesting access to utilize.

4. **Can I edit the workflows generated by the Automations agent?**

  Yes, you can easily edit and customize the workflows after they are generated.

5. **What types of sequences can I create?**

  You can create nurture sequences, win-back campaigns, welcome series, and drip campaigns among others.

6. **What should I do if I don’t see the feature in my account?**

  Request access by commenting on the community post provided earlier or ensure you are on a qualifying plan.

7. **Are there any resources to learn more about using the Automations agent?**

  Yes, you can find additional resources on how to use the Automations agent [here](https://help.activecampaign.com/hc/en-us/articles/20843404001436-Active-Intelligence-overview#h_01K6DSGYM6W89D07X2XNR62H6A).

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