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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''' 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.


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.
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.


== How to Access This Feature ==
== How to Access This Feature ==


''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.
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.


To access:
To access:


1. Log into your ActiveCampaign Partner or Agency account.
1. Log in to the [https://www.activecampaign.com/partner Partner Portal].
2. Navigate to a connected client account.
2. Navigate to the section labeled “Active Intelligence” in the portal menu (availability may depend on plan permissions).
3. Locate the **Active Intelligence** workspace (automatically available if the feature is enabled).
3. Access the AI workspace interface, which allows for natural language queries and insights across your linked accounts.
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.
Note: Active Intelligence (Beta) is available to all partners on the following ActiveCampaign plans:
 
* Starter
> 📌 '''Note:''' This feature is currently available for all plan tiers including Starter, Plus, Pro, and Enterprise for applicable agency-managed or multi-client environments.
* Plus
* Pro
* Enterprise


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


=== 1. Navigating to the Active Intelligence Workspace ===
=== 1. Enter the Partner Portal ===
 
Visit the [https://www.activecampaign.com/partner ActiveCampaign Partner Portal] and log in with your partner credentials.
- Log in to your [[Partner Release Notes|reseller portal]] or agency account.
- Select the client account you wish to manage.
- The Active Intelligence interface appears as an overlay within the client account dashboard.
 
=== 2. Asking Campaign Questions and Generating Insights ===


- Use the chat-style input field to type:
=== 2. Locate the Active Intelligence Beta Panel ===
  - “Show me the best-performing campaign from last month.”
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.
  - “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 ===
=== 3. Launch the AI Workspace ===
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").


- Enter a goal such as:
=== 4. Query and Execute ===
  - “I want to create a drip sequence for new subscribers.”
Write your query directly into the input field — the AI engine will analyze your entire connected portfolio to return actionable results and visual insights.
  - “Build an email campaign for a Black Friday promotion.”
- The AI agent will automatically:
  * Recommend subject lines
  * Generate email content
  * Suggest automation steps
- You can approve, edit, or implement the campaign immediately.


=== 4. Receiving Recommendations ===
Examples of queries:
* "Show revenue trends across all accounts."
* "Which accounts are at risk for churn?"
* "Compare performance metrics between [Account A] and [Account B]."
* "Create new child account templates."


- After any interaction, the AI may proactively suggest:
=== 5. Use Output to Take Action ===
  - Optimal email send times
The AI provides summaries, visual dashboards, and links to take action, such as initiating email automation, flagging risky accounts, and viewing specific account metrics.
  - Audience segmentation improvements
  - Visual edits to email designs


== Configuration Options and Settings ==
== Configuration Options and Settings ==


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


* **Client Permissions** – Ensure client accounts grant appropriate access for AI actions.
* '''Connected Accounts Sync:''' Ensure that all your child accounts are correctly connected to the Partner Portal to ensure complete data aggregation.
* **Conversation History** – View or clear past requests made via the AI interface.
* '''Natural Language Localization:''' Queries can be tailored using standard English language, and enhancements will be added in future releases.
* **Campaign Actionability** – Enable or disable direct implementation of AI-generated suggestions.
* '''Bulk Management Permissions:''' Enable permissions to allow AI-driven account creation and cross-account analytics.


All interaction occurs in real-time with data contextualized to the selected client account. The AI adapts based on historical performance and present goals.
Updates and configurations in the workspace will be handled automatically as the feature progresses through beta testing.


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


* **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.
To get the most out of Active Intelligence, consider the following best practices:
* **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 ==
* **Use conversational queries**: You don’t need to structure your requests like SQL or code—simply ask as you would a person.
* **Begin your day in the workspace**: Quickly spot trends, drops, or red flags in engagement or revenue each morning.
* **Integrate with regular workflows**: Use AI-generated insights to feed into [[Automation]] processes or weekly client health reports.
* **Flag underperforming accounts**: Automate the follow-up process using engagement metrics surfaced from natural language queries.
* **Take advantage of churn predictions**: Proactively address customer retention issues suggested by the AI churn scoring system.


=== Example 1: Campaign Diagnostic ===
== Common Use Cases With Examples ==


- Input prompt: “What’s the click-through rate on last month’s newsletter?”
'''1. Cross-Account Revenue Analysis'''
- Output: Instant chart showing CTR trend and a suggestion: "Include a stronger CTA in the final banner."
* Query: "What are this quarter’s revenue estimates for all accounts?"
* Result: AI delivers insights across the portfolio and identifies high-performing accounts.


=== Example 2: Setup Email Drip ===
'''2. Early Churn Detection'''
* Query: "Which accounts have experienced a 30%+ engagement drop?"
* Result: Get a real-time list of accounts at risk with AI-powered churn scores, enabling you to initiate re-engagement workflows.


- Prompt: “Create a welcome sequence for new subscribers to our travel blog.”
'''3. Create Bulk Accounts'''
- Output: 3-part email draft, subject line variants, and automation map built automatically.
* Use AI to initiate bulk child account creation or templates to onboard new clients faster.


=== Example 3: Performance Improvement ===
'''4. Upgrade Opportunity Identification'''
 
* Query: "Which clients are nearing plan limits or over-performance thresholds?"
- Prompt: “How can we improve the performance of our eCommerce promos?”
* Result: AI presents a list of accounts primed for upsell conversations.
- Output: “Emails with product images have a 17% higher engagement rate” + suggestion to include carousel block.


== Troubleshooting ==
== Troubleshooting ==


=== AI Not Responding or Appearing ===
If you encounter issues with Active Intelligence, consider the following steps:
* Ensure you’ve selected a client account with eligible access.
* Check if the version of ActiveCampaign supports Active Intelligence.
* Clear browser cache or try in incognito mode.


=== Recommendations Are Repetitive or Irrelevant ===
* **The panel is missing from your Partner Portal**: Confirm that you are on a supported plan and that your portal version includes beta access.
* The AI may be adjusting to your campaign data or language usage.
* **Query results not loading**: Check your internet connection and refresh the browser. Clear cache if necessary.
* Rephrase the prompt or provide additional context.
* **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.


=== Missing Metrics or Data in Responses ===
If problems persist, reach out via the [https://help.activecampaign.com/hc/en-us/requests/new Partner Support Contact form].
* The metric may not exist in the client’s history yet.
* Ensure campaign tracking settings in [[Reports]] are properly enabled.
 
=== Unable to Create Campaign ===
* 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.
* [[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:'''
* [[Automation]]
* [[Automation]]
* [[Campaigns]]
* [[Campaigns]]
* [[Contacts]]
* [[Reports]]
* [[Reports]]
* [[Email_Marketing]]
* [[Analytics & Reporting]]
* [[Integrations]]
* [[Integrations]]
* [[Settings]]


== FAQ ==
== FAQ ==


=== Q1: Who can use Active Intelligence for Resellers? ===
'''Q1: 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).
Yes, Active Intelligence is available in beta to all ActiveCampaign partners operating on Starter, Plus, Pro, and Enterprise plans.


=== Q2: Do my clients need to enable something to use this feature? ===
'''Q2: What types of data does the AI workspace analyze?'''
A: No individual client configuration is required. The reseller activates the feature by accessing the overlay integrated in their environment.
The workspace aggregates engagement, billing, performance, churn risk, and account usage data across all connected child accounts.


=== Q3: Can the AI create complete campaigns? ===
'''Q3: Can I use the AI to perform actions or only reports?'''
A: Yes. Users can provide goal-oriented prompts, and the AI will generate email content, sequencing, and automation suggestions tailored to the business objective.
While primarily designed for insights, the AI also facilitates operational actions such as bulk account creations and performance comparisons.


=== Q4: Is the data used by Active Intelligence secure? ===
'''Q4: Does Active Intelligence support multiple languages?'''
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.
At launch, the natural language processing engine supports English. Additional language support may roll out in future releases.


=== Q5: Can I turn off Active Intelligence if I prefer manual control? ===
'''Q5: Can I customize the AI responses?'''
A: Currently, Active Intelligence is embedded but its suggestions do not auto-publish. You maintain full control over implementing AI-generated assets.
The AI currently returns standard insights, but customization through prompt design is supported via varying your natural language queries.


=== Q6: What makes this different from other automation features? ===
'''Q6: Is this a paid add-on?'''
A: Unlike static automation, Active Intelligence offers dynamic, real-time responses to natural language requests and builds campaigns based on intent, not templates alone.
No, Active Intelligence is included for qualifying partners at no additional cost during the beta phase.


=== Q7: Are there learning resources to guide AI use? ===
'''Q7: Where can I find documentation on using Active Intelligence?'''
A: Yes. Visit the [https://help.activecampaign.com/hc/en-us/articles/20843404001436-Active-Intelligence-overview Active Intelligence Overview] for an in-depth walkthrough.
Visit the official help article: [https://help.activecampaign.com/hc/en-us/articles/22835371412636 Partner Portal - Use Active Intelligence].


== Additional Resources ==
== See Also ==
* [https://help.activecampaign.com/hc/en-us/articles/20843404001436-Active-Intelligence-overview Active Intelligence Overview (Help Article)]
* [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 ==
* [[ActiveCampaign Release Notes]]
 
* [[Partner Release Notes]]
Still have questions? Reach out via:
* [[Automation]]
* [https://www.activecampaign.com/contact ActiveCampaign Support]
* [[Contacts]]
* [https://community.activecampaign.com/ ActiveCampaign Community]
* [[Reports]]
* Submit a request via the Help Center
* [[Integrations]]
 
* [[Email_Marketing]]
For release-specific updates, visit the [[October 2025]] section under [[Partner Release Notes]].
* [https://help.activecampaign.com/hc/en-us/articles/22835371412636 Partner Portal - Use Active Intelligence] (official guide)
 
---


[[Category:ActiveCampaign Release Notes]]
[[Category:ActiveCampaign Release Notes]]
[[Category:Partner Release Notes]]
[[Category:Partner Release Notes]]

Revision as of 10:04, 31 October 2025

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

Active Intelligence in Partner Portal (Beta)

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.

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.

How to Access This Feature

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.

To access:

1. Log in to the Partner Portal. 2. Navigate to the section labeled “Active Intelligence” in the portal menu (availability may depend on plan permissions). 3. Access the AI workspace interface, which allows for natural language queries and insights across your linked accounts.

Note: Active Intelligence (Beta) is available to all partners on the following ActiveCampaign plans:

  • Starter
  • Plus
  • Pro
  • Enterprise

Step-by-Step Instructions

1. Enter the Partner Portal

Visit the ActiveCampaign Partner Portal and log in with your partner credentials.

2. Locate the Active Intelligence Beta Panel

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.

3. Launch the AI Workspace

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").

4. Query and Execute

Write your query directly into the input field — the AI engine will analyze your entire connected portfolio to return actionable results and visual insights.

Examples of queries:

  • "Show revenue trends across all accounts."
  • "Which accounts are at risk for churn?"
  • "Compare performance metrics between [Account A] and [Account B]."
  • "Create new child account templates."

5. Use Output to Take Action

The AI provides summaries, visual dashboards, and links to take action, such as initiating email automation, flagging risky accounts, and viewing specific account metrics.

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:

  • Connected Accounts Sync: Ensure that all your child accounts are correctly connected to the Partner Portal to ensure complete data aggregation.
  • Natural Language Localization: Queries can be tailored using standard English language, and enhancements will be added in future releases.
  • Bulk Management Permissions: Enable permissions to allow AI-driven account creation and cross-account analytics.

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

Best Practices and Tips

To get the most out of Active Intelligence, consider the following best practices:

  • **Use conversational queries**: You don’t need to structure your requests like SQL or code—simply ask as you would a person.
  • **Begin your day in the workspace**: Quickly spot trends, drops, or red flags in engagement or revenue each morning.
  • **Integrate with regular workflows**: Use AI-generated insights to feed into Automation processes or weekly client health reports.
  • **Flag underperforming accounts**: Automate the follow-up process using engagement metrics surfaced from natural language queries.
  • **Take advantage of churn predictions**: Proactively address customer retention issues suggested by the AI churn scoring system.

Common Use Cases With Examples

1. Cross-Account Revenue Analysis

  • 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

  • Query: "Which accounts have experienced a 30%+ engagement drop?"
  • 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

  • Use AI to initiate bulk child account creation or templates to onboard new clients faster.

4. Upgrade Opportunity Identification

  • Query: "Which clients are nearing plan limits or over-performance thresholds?"
  • Result: AI presents a list of accounts primed for upsell conversations.

Troubleshooting

If you encounter issues with Active Intelligence, consider the following steps:

  • **The panel is missing from your Partner Portal**: Confirm that you are on a supported plan and that your portal version includes beta access.
  • **Query results not loading**: Check your internet connection and refresh the browser. Clear cache if necessary.
  • **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 Partner Support Contact form.

Related Features

FAQ

Q1: 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.

Q2: What types of data does the AI workspace analyze? The workspace aggregates engagement, billing, performance, churn risk, and account usage data across all connected child accounts.

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

Q4: Does Active Intelligence support multiple languages? At launch, the natural language processing engine supports English. Additional language support may roll out in future releases.

Q5: Can I customize the AI responses? The AI currently returns standard insights, but customization through prompt design is supported via varying your natural language queries.

Q6: Is this a paid add-on? No, Active Intelligence is included for qualifying partners at no additional cost during the beta phase.

Q7: Where can I find documentation on using Active Intelligence? Visit the official help article: Partner Portal - Use Active Intelligence.

See Also

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