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== 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''' 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.


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.
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.


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.
== How to Access Active Intelligence ==


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


1. Log in to the [https://www.activecampaign.com/partner Partner Portal].
1. Log into the ActiveCampaign **Partner Portal** using your partner credentials.
2. Navigate to the section labeled “Active Intelligence” in the portal menu (availability may depend on plan permissions).
2. Navigate to the main dashboard.
3. Access the AI workspace interface, which allows for natural language queries and insights across your linked accounts.
3. Select the tab or menu labeled **Active Intelligence** (Beta), located in the sidebar or top navigation depending on your interface setup.


Note: Active Intelligence (Beta) is available to all partners on the following ActiveCampaign plans:
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.
* Starter
* Plus
* Pro
* Enterprise


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


=== 1. Enter the Partner Portal ===
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:
Visit the [https://www.activecampaign.com/partner ActiveCampaign Partner Portal] and log in with your partner credentials.


=== 2. Locate the Active Intelligence Beta Panel ===
=== 1. Launching the Workspace ===
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.
- From within the **Partner Portal**, click on the **Active Intelligence** tab.
- A centralized workspace will load, presenting a conversational AI interface for queries.


=== 3. Launch the AI Workspace ===
=== 2. Performing Natural Language Queries ===
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").
- 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.


=== 4. Query and Execute ===
=== 3. Reviewing Financial Projections ===
Write your query directly into the input field — the AI engine will analyze your entire connected portfolio to return actionable results and visual insights.
- 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.


Examples of queries:
=== 4. Identifying At-Risk Accounts ===
* "Show revenue trends across all accounts."
- Use churn prediction commands such as:
* "Which accounts are at risk for churn?"
  - “Accounts with declining email engagement”
* "Compare performance metrics between [Account A] and [Account B]."
  - “List of accounts at high risk of inactivity”
* "Create new child account templates."
- Utilize the automatically generated churn scoring system for proactive retention strategies.


=== 5. Use Output to Take Action ===
=== 5. Bulk Account Management ===
The AI provides summaries, visual dashboards, and links to take action, such as initiating email automation, flagging risky accounts, and viewing specific account metrics.
- Initiate **bulk child account creation** with voice or typed commands.
- Perform **cross-account comparisons** for performance benchmarking.


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


* '''Connected Accounts Sync:''' Ensure that all your child accounts are correctly connected to the Partner Portal to ensure complete data aggregation.
* '''Natural Language Prompt Input''' – Use everyday language to query the system, enabling intuitive access to account data.
* '''Natural Language Localization:''' Queries can be tailored using standard English language, and enhancements will be added in future releases.
* '''Account Filters''' – Narrow visibility by region, billing status, engagement level, or custom groups.
* '''Bulk Management Permissions:''' Enable permissions to allow AI-driven account creation and cross-account analytics.
* '''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.


Updates and configurations in the workspace will be handled automatically as the feature progresses through beta testing.
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 ==
== Best Practices and Tips ==


To get the most out of Active Intelligence, consider the following best practices:
To get the most value out of Active Intelligence in the Partner Portal, consider these best practices:


* **Use conversational queries**: You don’t need to structure your requests like SQL or code—simply ask as you would a person.
* **Use clear, concise language** for faster responses from the AI interface. Avoid jargon unless it's account-specific.
* **Begin your day in the workspace**: Quickly spot trends, drops, or red flags in engagement or revenue each morning.
* **Set a regular cadence** for checking churn scores and revenue forecasts to inform your account management strategy.
* **Integrate with regular workflows**: Use AI-generated insights to feed into [[Automation]] processes or weekly client health reports.
* **Use filters frequently** when managing large portfolios to focus only on accounts that require attention.
* **Flag underperforming accounts**: Automate the follow-up process using engagement metrics surfaced from natural language queries.
* **Pair insights with actions**—when the AI flags an at-risk account, immediately initiate a retention campaign or contact your client.
* **Take advantage of churn predictions**: Proactively address customer retention issues suggested by the AI churn scoring system.
* **Leverage bulk creation and updates** when onboarding new clients or syncing changes across multiple accounts.


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


'''1. Cross-Account Revenue Analysis'''
Here are a few practical scenarios where Active Intelligence shines:
* Query: "What are this quarter’s revenue estimates for all accounts?"
* Result: AI delivers insights across the portfolio and identifies high-performing accounts.


'''2. Early Churn Detection'''
=== Multi-Account Health Monitoring ===
* Query: "Which accounts have experienced a 30%+ engagement drop?"
*Problem:* Manual review of 50+ accounts to check performance every week.
* Result: Get a real-time list of accounts at risk with AI-powered churn scores, enabling you to initiate re-engagement workflows.


'''3. Create Bulk Accounts'''
*Solution:* Use the prompt “Summarize performance metrics for all accounts in September.”
* Use AI to initiate bulk child account creation or templates to onboard new clients faster.


'''4. Upgrade Opportunity Identification'''
*Result:* Receive instant aggregated reports, sorted by performance tiers.
* Query: "Which clients are nearing plan limits or over-performance thresholds?"
 
* Result: AI presents a list of accounts primed for upsell conversations.
=== Client Retention Strategy ===
*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 ===
*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 ==
== Troubleshooting ==


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


* **The panel is missing from your Partner Portal**: Confirm that you are on a supported plan and that your portal version includes beta access.
'''Issue:''' Blank or no response from the AI workspace.
* **Query results not loading**: Check your internet connection and refresh the browser. Clear cache if necessary.
*Resolution:* Ensure your prompt is clear and includes specific context. If the issue persists, check internet connectivity or Beta access permissions.
* **Incomplete account data**: Ensure all client accounts are properly connected. Missing data may result in incomplete insights.
* **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].
'''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 [https://help.activecampaign.com/hc/en-us/articles/22835371412636 Partner Portal - Use Active Intelligence].


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


* [[Automation]]
For partners interested in scaling automation and insight generation, you may also find these features useful:
* [[Campaigns]]
 
* [[Contacts]]
* [[Partner Release Notes]]
* [[Reports]]
* [[ActiveCampaign Release Notes]]
* [[Integrations]]
* [https://help.activecampaign.com/hc/en-us/articles/22835371412636 Partner Portal - Use Active Intelligence]
* [[Settings]]
* [https://www.activecampaign.com/platform/active-intelligence Learn more about Active Intelligence on our platform page]


== FAQ ==
== FAQ ==


'''Q1: Is Active Intelligence available to all partners?'''
=== Is Active Intelligence available to all partners? ===
Yes, Active Intelligence is available in beta to all ActiveCampaign partners operating on Starter, Plus, Pro, and Enterprise plans.
No. As of October 6, 2025, Active Intelligence is in Beta and only available to partners who have been granted access.


'''Q2: What types of data does the AI workspace analyze?'''
=== Can I use Active Intelligence to create or manage child accounts? ===
The workspace aggregates engagement, billing, performance, churn risk, and account usage data across all connected child accounts.
Yes. It supports **bulk account creation** and cross-account comparisons, making it a powerful tool for multi-account management.


'''Q3: Can I use the AI to perform actions or only reports?'''
=== What does the churn scoring system measure? ===
While primarily designed for insights, the AI also facilitates operational actions such as bulk account creations and performance comparisons.
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.


'''Q4: Does Active Intelligence support multiple languages?'''
=== How accurate are billing and revenue forecasts? ===
At launch, the natural language processing engine supports English. Additional language support may roll out in future releases.
Forecasts are powered by predictive AI models and historical data patterns. While not guaranteed, they provide a strong directional guide for revenue planning.


'''Q5: Can I customize the AI responses?'''
=== Is any setup required to use the AI workspace? ===
The AI currently returns standard insights, but customization through prompt design is supported via varying your natural language queries.
No major configuration is required to get started. However, adjusting **filters**, engagement thresholds, and display panels will enhance personalization.


'''Q6: Is this a paid add-on?'''
=== Can I export insights from the Active Intelligence dashboard? ===
No, Active Intelligence is included for qualifying partners at no additional cost during the beta phase.
Currently, Active Intelligence insights are designed for in-platform usage. Export functionality may be added in future releases.


'''Q7: Where can I find documentation on using Active Intelligence?'''
=== What types of natural language prompts work best? ===
Visit the official help article: [https://help.activecampaign.com/hc/en-us/articles/22835371412636 Partner Portal - Use Active Intelligence].
Clear and specific queries such as “Show churn risk by location” or “Monthly revenue per account” help the AI return accurate, actionable results.


== See Also ==
== Summary ==


* [[ActiveCampaign Release Notes]]
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.
* [[Partner Release Notes]]
* [[Automation]]
* [[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]]
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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