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


== Introduction ==
== Introduction ==


'''Active Intelligence''' is a new AI-powered workspace available within ActiveCampaign, designed to revolutionize how marketing agencies and resellers support their clients. Launched in October 2025, this feature provides an intuitive interface that overlays directly within a client’s account, enabling both the reseller and client to interact with marketing tools using natural language.
'''Active Intelligence''' in the Partner Portal is a cutting-edge feature (currently in Beta) that integrates conversational, natural language AI into ActiveCampaign's Partner Portal. Designed specifically for partners managing multiple child accounts, it delivers unprecedented access to multi-account insights, proactive business intelligence, and operational scale—all from a single centralized workspace.


This innovation allows resellers to quickly gain insights, create marketing campaigns based on business goals, and receive real-time recommendations—all without switching tools or interfaces. With conversational queries and goal-based campaign creation, Active Intelligence enhances collaboration and efficiency for multi-client management.
Powered by AI orchestration, '''Active Intelligence''' is built to facilitate faster decision-making, streamline operations, and drive higher revenue outcomes. Its breakthrough capabilities allow partners to monitor financial trends, prevent churn, predict account performance, and manage multi-account infrastructures—more efficiently than ever before.


== How to Access This Feature ==
This feature is part of ActiveCampaign’s continued push toward AI-enhanced automation, offering partners a smarter way to manage their portfolios at scale.


''Active Intelligence for Resellers'' is available to agency partners or resellers who have access to client accounts within ActiveCampaign. This functionality is rolled out within the client account interface as an overlay screen.
== How to Access Active Intelligence ==


To access:
To access the '''Active Intelligence Workspace''':


1. Log into your ActiveCampaign Partner or Agency account.
1. Log into the ActiveCampaign **Partner Portal** using your partner credentials.
2. Navigate to a connected client account.
2. Navigate to the main dashboard.
3. Locate the **Active Intelligence** workspace (automatically available if the feature is enabled).
3. Select the tab or menu labeled **Active Intelligence** (Beta), located in the sidebar or top navigation depending on your interface setup.
4. Initiate AI-driven actions directly from the overlay.


The interface is designed to respond to natural language inputs, eliminating the need for technical query syntax or tool-switching.
Access to this feature may be limited depending on your plan tier and Beta access permissions. It is available for partners as of October 6, 2025.


> 📌 '''Note:''' This feature is currently available for all plan tiers including Starter, Plus, Pro, and Enterprise for applicable agency-managed or multi-client environments.
== Step-by-Step Instructions ==
 
The Active Intelligence Workspace streamlines visibility and action across child accounts through a suite of AI-driven capabilities. Here's how to begin using it:
 
=== 1. Launching the Workspace ===
- From within the **Partner Portal**, click on the **Active Intelligence** tab.
- A centralized workspace will load, presenting a conversational AI interface for queries.


== Step-by-Step Instructions ==
=== 2. Performing Natural Language Queries ===
- In the input bar, type queries such as:
  - “Show me underperforming accounts this month.”
  - “Which clients are likely to churn next quarter?”
  - “Revenue forecast for my portfolio in Q4?”
- The system returns AI-generated insights, charts, and action recommendations in real time.


=== 1. Navigating to the Active Intelligence Workspace ===
=== 3. Reviewing Financial Projections ===
- Use queries such as “Billing trends for October” or “Which accounts haven’t paid yet?”
- The workspace provides a breakdown of payment patterns, revenue forecasts, and billing opportunities.


- Log in to your [[Partner Release Notes|reseller portal]] or agency account.
=== 4. Identifying At-Risk Accounts ===
- Select the client account you wish to manage.
- Use churn prediction commands such as:
- The Active Intelligence interface appears as an overlay within the client account dashboard.
  - “Accounts with declining email engagement”
  - “List of accounts at high risk of inactivity”
- Utilize the automatically generated churn scoring system for proactive retention strategies.


=== 2. Asking Campaign Questions and Generating Insights ===
=== 5. Bulk Account Management ===
- Initiate **bulk child account creation** with voice or typed commands.
- Perform **cross-account comparisons** for performance benchmarking.


- Use the chat-style input field to type:
== Configuration Options and Settings ==
  - “Show me the best-performing campaign from last month.”
  - “What’s the open rate trend for our welcome series?”
- The AI parses the request and generates instant reports, insights, or suggestions pulled from the client's campaign data.


=== 3. Creating Campaigns Using Goal Descriptions ===
'''Active Intelligence''' operates largely as an AI assistant, but there are several settings and configurable elements within the workspace that influence its output:


- Enter a goal such as:
* '''Natural Language Prompt Input''' – Use everyday language to query the system, enabling intuitive access to account data.
  - “I want to create a drip sequence for new subscribers.”
* '''Account Filters''' – Narrow visibility by region, billing status, engagement level, or custom groups.
  - “Build an email campaign for a Black Friday promotion.”
* '''Churn Scoring Display''' – Adjust thresholds to highlight high-risk accounts based on your preferred engagement benchmarks.
- The AI agent will automatically:
* '''Insight Panels''' – Toggle modules such as billing insights, account creation summaries, churn alerts, and cross-account metrics.
  * Recommend subject lines
  * Generate email content
  * Suggest automation steps
- You can approve, edit, or implement the campaign immediately.


=== 4. Receiving Recommendations ===
While many features rely on AI automation, partners can control visibility ranges, scoring logic, and operational workflows based on their business needs.


- After any interaction, the AI may proactively suggest:
== Best Practices and Tips ==
  - Optimal email send times
  - Audience segmentation improvements
  - Visual edits to email designs


== Configuration Options and Settings ==
To get the most value out of Active Intelligence in the Partner Portal, consider these best practices:


Currently, Active Intelligence for Resellers has limited manual configuration due to its AI-first design, but key operational controls include:
* **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.


* **Client Permissions** – Ensure client accounts grant appropriate access for AI actions.
== Common Use Cases with Examples ==
* **Conversation History** – View or clear past requests made via the AI interface.
* **Campaign Actionability** – Enable or disable direct implementation of AI-generated suggestions.


All interaction occurs in real-time with data contextualized to the selected client account. The AI adapts based on historical performance and present goals.
Here are a few practical scenarios where Active Intelligence shines:


== Best Practices and Tips ==
=== Multi-Account Health Monitoring ===
*Problem:* Manual review of 50+ accounts to check performance every week.


* **Use Goal-Oriented Prompts** – The clearer your intent, the better the AI’s output. Use statements like “Create a re-engagement campaign” rather than vague prompts.
*Solution:* Use the prompt “Summarize performance metrics for all accounts in September.”
* **Validate with Clients** – While AI builds drafts instantly, ensure clients approve all automated content and tone.
* **Leverage at Kickoff** – Use conversational insights during on-boarding to show instant marketing performance metrics.
* **Don’t Over-Rely on AI Alone** – Combine AI insight with marketer expertise for best results.
* **Monitor Trends Across Clients** – Use prompts like “What trends applied across last month?” to spot aggregate insights.


== Common Use Cases and Examples ==
*Result:* Receive instant aggregated reports, sorted by performance tiers.


=== Example 1: Campaign Diagnostic ===
=== Client Retention Strategy ===
*Problem:* Several clients silently churning due to declined engagement.


- Input prompt: “What’s the click-through rate on last month’s newsletter?”
*Solution:* Ask, “Which accounts have >30% drop in email opens over last 60 days?”
- Output: Instant chart showing CTR trend and a suggestion: "Include a stronger CTA in the final banner."


=== Example 2: Setup Email Drip ===
*Result:* The system flags accounts with red churn scores, enabling timely intervention.


- Prompt: “Create a welcome sequence for new subscribers to our travel blog.”
=== Financial Forecasting and Planning ===
- Output: 3-part email draft, subject line variants, and automation map built automatically.
*Problem:* Quarterly billing insights only available through spreadsheet exports.


=== Example 3: Performance Improvement ===
*Solution:* Prompt: “Forecast November billing by location.”


- Prompt: “How can we improve the performance of our eCommerce promos?”
*Result:* AI returns revenue projections by region with potential upgrade signals.
- Output: “Emails with product images have a 17% higher engagement rate” + suggestion to include carousel block.


== Troubleshooting ==
== Troubleshooting ==


=== AI Not Responding or Appearing ===
While Active Intelligence automates a significant portion of partner workflows, you may encounter the following issues:
* Ensure you’ve selected a client account with eligible access.
 
* Check if the version of ActiveCampaign supports Active Intelligence.
'''Issue:''' Blank or no response from the AI workspace.
* Clear browser cache or try in incognito mode.
*Resolution:* Ensure your prompt is clear and includes specific context. If the issue persists, check internet connectivity or Beta access permissions.


=== Recommendations Are Repetitive or Irrelevant ===
'''Issue:''' Churn scores seem inconsistent.
* The AI may be adjusting to your campaign data or language usage.
*Resolution:* Review your engagement filters or thresholds. You may need to adjust the churn scoring logic in the settings panel.
* Rephrase the prompt or provide additional context.


=== Missing Metrics or Data in Responses ===
'''Issue:''' Inability to create new accounts through the bulk creation feature.
* The metric may not exist in the client’s history yet.
*Resolution:* Ensure that you have sufficient permissions and that input format matches required fields for automated creation.
* Ensure campaign tracking settings in [[Reports]] are properly enabled.


=== Unable to Create Campaign ===
If problems persist, refer to ActiveCampaign support or check the article [https://help.activecampaign.com/hc/en-us/articles/22835371412636 Partner Portal - Use Active Intelligence].
* Confirm that the account’s contact list is active and that content creation tools are enabled under [[Campaigns]].


== Related Features ==
== Related Features ==
Active Intelligence connects closely with several core features:


* [[Campaigns]] – Use AI-generated email sequences or templates.
For partners interested in scaling automation and insight generation, you may also find these features useful:
* [[Email_Marketing]] – Improve targeted messaging through goal-driven creation.
* [[Automation]] – Build workflows based on AI-generated logic and user goals.
* [[Analytics & Reporting]] – Pull campaign trends and insights through conversational prompts.
* [[Integrations]] – Enrich Active Intelligence with data from over 1000+ connected apps.
* [[Settings]] – Manage user access and AI usage permissions.


'''See Also:'''
* [[Partner Release Notes]]
* [[Automation]]
* [[ActiveCampaign Release Notes]]
* [[Campaigns]]
* [https://help.activecampaign.com/hc/en-us/articles/22835371412636 Partner Portal - Use Active Intelligence]
* [[Reports]]
* [https://www.activecampaign.com/platform/active-intelligence Learn more about Active Intelligence on our platform page]
* [[Email_Marketing]]
* [[Analytics & Reporting]]
* [[Integrations]]


== FAQ ==
== FAQ ==


=== Q1: Who can use Active Intelligence for Resellers? ===
=== Is Active Intelligence available to all partners? ===
A: This feature is available for ActiveCampaign partners, agencies, or resellers who have multi-client access across any subscription tier (Starter, Plus, Pro, Enterprise).
No. As of October 6, 2025, Active Intelligence is in Beta and only available to partners who have been granted access.
 
=== Q2: Do my clients need to enable something to use this feature? ===
A: No individual client configuration is required. The reseller activates the feature by accessing the overlay integrated in their environment.
 
=== Q3: Can the AI create complete campaigns? ===
A: Yes. Users can provide goal-oriented prompts, and the AI will generate email content, sequencing, and automation suggestions tailored to the business objective.
 
=== Q4: Is the data used by Active Intelligence secure? ===
A: Yes. The AI only accesses data from the client account currently selected and does not share across accounts. All data handling follows ActiveCampaign’s privacy policy.


=== Q5: Can I turn off Active Intelligence if I prefer manual control? ===
=== Can I use Active Intelligence to create or manage child accounts? ===
A: Currently, Active Intelligence is embedded but its suggestions do not auto-publish. You maintain full control over implementing AI-generated assets.
Yes. It supports **bulk account creation** and cross-account comparisons, making it a powerful tool for multi-account management.


=== Q6: What makes this different from other automation features? ===
=== What does the churn scoring system measure? ===
A: Unlike static automation, Active Intelligence offers dynamic, real-time responses to natural language requests and builds campaigns based on intent, not templates alone.
The churn scoring system uses AI to analyze engagement trends and behaviors to predict accounts at risk of churn. It acts as an early warning signal.


=== Q7: Are there learning resources to guide AI use? ===
=== How accurate are billing and revenue forecasts? ===
A: Yes. Visit the [https://help.activecampaign.com/hc/en-us/articles/20843404001436-Active-Intelligence-overview Active Intelligence Overview] for an in-depth walkthrough.
Forecasts are powered by predictive AI models and historical data patterns. While not guaranteed, they provide a strong directional guide for revenue planning.


== Additional Resources ==
=== Is any setup required to use the AI workspace? ===
* [https://help.activecampaign.com/hc/en-us/articles/20843404001436-Active-Intelligence-overview Active Intelligence Overview (Help Article)]
No major configuration is required to get started. However, adjusting **filters**, engagement thresholds, and display panels will enhance personalization.
* [https://www.activecampaign.com/platform/active-intelligence Product Page for Active Intelligence]
* [[Active Intelligence in Partner Portal (Beta)]]
* [[AI Actions Library for Agency Partners]]


== Feedback and Support ==
=== Can I export insights from the Active Intelligence dashboard? ===
Currently, Active Intelligence insights are designed for in-platform usage. Export functionality may be added in future releases.


Still have questions? Reach out via:
=== What types of natural language prompts work best? ===
* [https://www.activecampaign.com/contact ActiveCampaign Support]
Clear and specific queries such as “Show churn risk by location” or “Monthly revenue per account” help the AI return accurate, actionable results.
* [https://community.activecampaign.com/ ActiveCampaign Community]
* Submit a request via the Help Center


For release-specific updates, visit the [[October 2025]] section under [[Partner Release Notes]].
== Summary ==


---
The release of '''Active Intelligence in the Partner Portal (Beta)''' marks a significant evolution for how ActiveCampaign partners operate. By combining conversational AI with deep portfolio insight delivery, Active Intelligence empowers you to support clients proactively, at scale, and with clarity.


[[Category:ActiveCampaign Release Notes]]
Explore it today through your Partner Portal and stay ahead in the AI-driven marketing landscape.
[[Category:Partner Release Notes]]

Latest revision as of 05:42, 2 November 2025

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

Active Intelligence in Partner Portal (Beta)[edit | edit source]

Introduction[edit | edit source]

Active Intelligence in the Partner Portal is a cutting-edge feature (currently in Beta) that integrates conversational, natural language AI into ActiveCampaign's Partner Portal. Designed specifically for partners managing multiple child accounts, it delivers unprecedented access to multi-account insights, proactive business intelligence, and operational scale—all from a single centralized workspace.

Powered by AI orchestration, Active Intelligence is built to facilitate faster decision-making, streamline operations, and drive higher revenue outcomes. Its breakthrough capabilities allow partners to monitor financial trends, prevent churn, predict account performance, and manage multi-account infrastructures—more efficiently than ever before.

This feature is part of ActiveCampaign’s continued push toward AI-enhanced automation, offering partners a smarter way to manage their portfolios at scale.

How to Access Active Intelligence[edit | edit source]

To access the Active Intelligence Workspace:

1. Log into the ActiveCampaign **Partner Portal** using your partner credentials. 2. Navigate to the main dashboard. 3. Select the tab or menu labeled **Active Intelligence** (Beta), located in the sidebar or top navigation depending on your interface setup.

Access to this feature may be limited depending on your plan tier and Beta access permissions. It is available for partners as of October 6, 2025.

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

The Active Intelligence Workspace streamlines visibility and action across child accounts through a suite of AI-driven capabilities. Here's how to begin using it:

1. Launching the Workspace[edit | edit source]

- From within the **Partner Portal**, click on the **Active Intelligence** tab. - A centralized workspace will load, presenting a conversational AI interface for queries.

2. Performing Natural Language Queries[edit | edit source]

- In the input bar, type queries such as: 

 - “Show me underperforming accounts this month.”
 - “Which clients are likely to churn next quarter?”
 - “Revenue forecast for my portfolio in Q4?”

- The system returns AI-generated insights, charts, and action recommendations in real time.

3. Reviewing Financial Projections[edit | edit source]

- Use queries such as “Billing trends for October” or “Which accounts haven’t paid yet?” - The workspace provides a breakdown of payment patterns, revenue forecasts, and billing opportunities.

4. Identifying At-Risk Accounts[edit | edit source]

- Use churn prediction commands such as: 

 - “Accounts with declining email engagement”
 - “List of accounts at high risk of inactivity”

- Utilize the automatically generated churn scoring system for proactive retention strategies.

5. Bulk Account Management[edit | edit source]

- Initiate **bulk child account creation** with voice or typed commands. - Perform **cross-account comparisons** for performance benchmarking.

Configuration Options and Settings[edit | edit source]

Active Intelligence operates largely as an AI assistant, but there are several settings and configurable elements within the workspace that influence its output:

  • Natural Language Prompt Input – Use everyday language to query the system, enabling intuitive access to account data.
  • Account Filters – Narrow visibility by region, billing status, engagement level, or custom groups.
  • Churn Scoring Display – Adjust thresholds to highlight high-risk accounts based on your preferred engagement benchmarks.
  • Insight Panels – Toggle modules such as billing insights, account creation summaries, churn alerts, and cross-account metrics.

While many features rely on AI automation, partners can control visibility ranges, scoring logic, and operational workflows based on their business needs.

Best Practices and Tips[edit | edit source]

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.

Common Use Cases with Examples[edit | edit source]

Here are a few practical scenarios where Active Intelligence shines:

Multi-Account Health Monitoring[edit | edit source]

  • Problem:* Manual review of 50+ accounts to check performance every week.
  • Solution:* Use the prompt “Summarize performance metrics for all accounts in September.”
  • Result:* Receive instant aggregated reports, sorted by performance tiers.

Client Retention Strategy[edit | edit source]

  • Problem:* Several clients silently churning due to declined engagement.
  • Solution:* Ask, “Which accounts have >30% drop in email opens over last 60 days?”
  • Result:* The system flags accounts with red churn scores, enabling timely intervention.

Financial Forecasting and Planning[edit | edit source]

  • Problem:* Quarterly billing insights only available through spreadsheet exports.
  • Solution:* Prompt: “Forecast November billing by location.”
  • Result:* AI returns revenue projections by region with potential upgrade signals.

Troubleshooting[edit | edit source]

While Active Intelligence automates a significant portion of partner workflows, you may encounter the following issues:

Issue: Blank or no response from the AI workspace.

  • Resolution:* Ensure your prompt is clear and includes specific context. If the issue persists, check internet connectivity or Beta access permissions.

Issue: Churn scores seem inconsistent.

  • Resolution:* Review your engagement filters or thresholds. You may need to adjust the churn scoring logic in the settings panel.

Issue: Inability to create new accounts through the bulk creation feature.

  • Resolution:* Ensure that you have sufficient permissions and that input format matches required fields for automated creation.

If problems persist, refer to ActiveCampaign support or check the article Partner Portal - Use Active Intelligence.

Related Features[edit | edit source]

For partners interested in scaling automation and insight generation, you may also find these features useful:

FAQ[edit | edit source]

Is Active Intelligence available to all partners?[edit | edit source]

No. As of October 6, 2025, Active Intelligence is in Beta and only available to partners who have been granted access.

Can I use Active Intelligence to create or manage child accounts?[edit | edit source]

Yes. It supports **bulk account creation** and cross-account comparisons, making it a powerful tool for multi-account management.

What does the churn scoring system measure?[edit | edit source]

The churn scoring system uses AI to analyze engagement trends and behaviors to predict accounts at risk of churn. It acts as an early warning signal.

How accurate are billing and revenue forecasts?[edit | edit source]

Forecasts are powered by predictive AI models and historical data patterns. While not guaranteed, they provide a strong directional guide for revenue planning.

Is any setup required to use the AI workspace?[edit | edit source]

No major configuration is required to get started. However, adjusting **filters**, engagement thresholds, and display panels will enhance personalization.

Can I export insights from the Active Intelligence dashboard?[edit | edit source]

Currently, Active Intelligence insights are designed for in-platform usage. Export functionality may be added in future releases.

What types of natural language prompts work best?[edit | edit source]

Clear and specific queries such as “Show churn risk by location” or “Monthly revenue per account” help the AI return accurate, actionable results.

Summary[edit | edit source]

The release of Active Intelligence in the Partner Portal (Beta) marks a significant evolution for how ActiveCampaign partners operate. By combining conversational AI with deep portfolio insight delivery, Active Intelligence empowers you to support clients proactively, at scale, and with clarity.

Explore it today through your Partner Portal and stay ahead in the AI-driven marketing landscape.

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