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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 for Resellers''' delivers a powerful AI-enhanced workspace that allows ActiveCampaign partners to support their clients with intelligent campaign creation, real-time analytics, and automated marketing orchestration. This tool offers an overlay experience directly within the client's account that can interpret natural language prompts, generate marketing assets, and provide recommendations—eliminating the need to pivot between tools or navigate complex reporting interfaces.
'''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.


Designed with agencies and resellers in mind, this feature ensures faster campaign deployment, smarter automation creation, and deeper insights through an intuitive, conversational interface. Whether you're creating email campaigns, building automation logic, or seeking clarity on performance metrics, Active Intelligence acts as your AI-powered marketing assistant.
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 ==
== How to Access Active Intelligence ==


To access '''Active Intelligence''' in your client’s ActiveCampaign account, you’ll need to be logged in as a reseller or agency partner with appropriate permissions. This workspace is an integrated overlay that sits within the client account’s user interface, specifically geared for supported ActiveCampaign plan types (Starter, Plus, Pro, Enterprise as of October 2025).
To access the '''Active Intelligence Workspace''':
 
=== Supported Plans ===
- Starter
- Plus
- Pro
- Enterprise
 
=== Steps to Access ===
# Log into your ActiveCampaign Partner Portal.
# Navigate to the specific client account you want to manage.
# Once inside the client account, locate the '''Active Intelligence''' overlay typically presented as a contextual AI assistant interface.
# Engage the tool directly using text-based input to ask questions, request campaign builds, or gather actionable insights.


== Step-By-Step Instructions ==
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.


=== 1. Launch the Active Intelligence Workspace ===
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.
After accessing a client account, you will see the '''Active Intelligence''' assistant embedded on screen. Click the '''Ask AI anything''' input bar to activate the assistant.


=== 2. Request Campaign Insights ===
== Step-by-Step Instructions ==
Use natural language queries such as:
- “Show me my highest-performing campaigns from last month.”
- “How’s my open rate trending over time?”


Active Intelligence will return real-time analytics, trend graphs, and summary metrics.
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:


=== 3. Build Campaigns via Goal-Oriented Prompts ===
=== 1. Launching the Workspace ===
You and your clients can activate campaign creation by describing what you want to achieve. Examples:
- From within the **Partner Portal**, click on the **Active Intelligence** tab.
- “Create a welcome email sequence for new subscribers.”
- A centralized workspace will load, presenting a conversational AI interface for queries.
- “Set up a drip campaign for webinar promotion.”


Based on these inputs, the AI assistant will build relevant **email templates**, **drip logic**, and suggest optimal **send times** and **triggers** for automations.
=== 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.


=== 4. Optimize Existing Automations ===
=== 3. Reviewing Financial Projections ===
Use prompts such as:
- Use queries such as “Billing trends for October” or “Which accounts haven’t paid yet?”
- “Improve delivery rate of this newsletter.”
- The workspace provides a breakdown of payment patterns, revenue forecasts, and billing opportunities.
- “Revise subject lines for better engagement.”


The AI will make personalized suggestions or alterations based on your goals.
=== 4. Identifying At-Risk Accounts ===
- 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. Receive AI-Powered Recommendations ===
=== 5. Bulk Account Management ===
In addition to executing tasks, Active Intelligence offers proactive recommendations such as:
- Initiate **bulk child account creation** with voice or typed commands.
- Campaigns to optimize based on recent performance dips
- Perform **cross-account comparisons** for performance benchmarking.
- Segments that may benefit from new automation triggers
- Opportunities to increase click-through-rates


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


Active Intelligence is designed to be intuitive and minimal in manual configuration. However, the following options are embedded for customizable control:
'''Active Intelligence''' operates largely as an AI assistant, but there are several settings and configurable elements within the workspace that influence its output:


* '''Prompt Field''' – Use this input area to type natural language instructions or questions.
* '''Natural Language Prompt Input''' – Use everyday language to query the system, enabling intuitive access to account data.
* '''Response Pane''' – Where dynamic insight data, campaign drafts, and visualizations appear.
* '''Account Filters''' – Narrow visibility by region, billing status, engagement level, or custom groups.
* '''Campaign Builder Activation''' – Automatically generates email series from goal-based prompts.
* '''Churn Scoring Display''' – Adjust thresholds to highlight high-risk accounts based on your preferred engagement benchmarks.
* '''Performance Snapshot Cards''' – Present key metrics like open rate, CTR, conversion comparisons.
* '''Insight Panels''' – Toggle modules such as billing insights, account creation summaries, churn alerts, and cross-account metrics.


Each client account inherits the AI capabilities allowlisted by plan level. No additional configuration is required from the agency side beyond access permissions and ensuring the client has an eligible plan.
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 maximize the effectiveness of Active Intelligence within reseller workflows, consider adopting the following strategies:
To get the most value out of Active Intelligence in the Partner Portal, consider these best practices:


* **Focus on goal-oriented prompts**: Instead of saying “create an email,” offer full context like “create an onboarding series for first-time buyers who joined last week.”
* **Use clear, concise language** for faster responses from the AI interface. Avoid jargon unless it's account-specific.
* **Use performance insights often**: Check campaign efficiency weekly by asking about trends and underperforming segments.
* **Set a regular cadence** for checking churn scores and revenue forecasts to inform your account management strategy.
* **Educate your clients**: Encourage them to engage directly with the AI assistant to build confidence in campaign ownership.
* **Use filters frequently** when managing large portfolios to focus only on accounts that require attention.
* **Review AI-generated content**: Always validate the tone, voice, and accuracy of what the AI builds—especially before publishing.
* **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 ==
== Common Use Cases with Examples ==


=== Agencies Guiding New Businesses ===
Here are a few practical scenarios where Active Intelligence shines:
A marketing agency managing a new ecommerce brand can use Active Intelligence to:
 
- Quickly create a welcome email automation
=== Multi-Account Health Monitoring ===
- Ask: “What segment of subscribers hasn’t opened in 30 days?”
*Problem:* Manual review of 50+ accounts to check performance every week.
- Run an AI-optimized reengagement campaign
 
*Solution:* Use the prompt “Summarize performance metrics for all accounts in September.”
 
*Result:* Receive instant aggregated reports, sorted by performance tiers.
 
=== 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.


=== Franchise-Level Optimization ===
*Solution:* Prompt: “Forecast November billing by location.”
A reseller supporting franchise locations can:
- Ask for performance insights across multiple campaigns
- Generate location-specific lead nurture sequences
- Implement scalable recommendations with minimal manual work


=== Real-Time Q&A for Live Campaigns ===
*Result:* AI returns revenue projections by region with potential upgrade signals.
During a live launch window, resellers can:
- Ask: “Are open rates on today’s campaign better than last week’s?”
- Based on insights, adjust CTA copy or schedule a resend to non-openers


== Troubleshooting ==
== Troubleshooting ==


=== The AI Assistant Doesn’t Load ===
While Active Intelligence automates a significant portion of partner workflows, you may encounter the following issues:
- Ensure the client account is subscribed to a supported plan
- Refresh the client account interface
- Clear cache or try a different browser


=== AI Returns Inaccurate or Irrelevant Results ===
'''Issue:''' Blank or no response from the AI workspace.
- Be specific with prompts (e.g., include campaign titles or date ranges)
*Resolution:* Ensure your prompt is clear and includes specific context. If the issue persists, check internet connectivity or Beta access permissions.
- Avoid vague commands like “fix my campaign”
- Retrain results by reiterating goals clearly


=== Recommendations Seem Generic ===
'''Issue:''' Churn scores seem inconsistent.
- Take advantage of data-rich prompts like “based on open rate trends over the last month...”
*Resolution:* Review your engagement filters or thresholds. You may need to adjust the churn scoring logic in the settings panel.
- Enable clients to review previous campaign performance before prompt generation


If issues persist, contact ActiveCampaign Support through the '''Help Docs''' or partner portal.
'''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 ==


Explore these additional partner-focused articles that further extend your AI marketing capabilities:
For partners interested in scaling automation and insight generation, you may also find these features useful:


* [[Partner Release Notes]]
* [[Partner Release Notes]]
* [[ActiveCampaign Release Notes]]
* [[ActiveCampaign Release Notes]]
* [[AI Actions Library for Agency Partners]]
* [https://help.activecampaign.com/hc/en-us/articles/22835371412636 Partner Portal - Use Active Intelligence]
* [[Active Intelligence in Partner Portal (Beta)]]
* [https://www.activecampaign.com/platform/active-intelligence Learn more about Active Intelligence on our platform page]


== FAQ ==
== FAQ ==


=== What is Active Intelligence? ===
=== Is Active Intelligence available to all partners? ===
Active Intelligence is an AI-powered workspace within ActiveCampaign that allows users to build and optimize marketing campaigns through natural language commands.
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? ===
Yes. It supports **bulk account creation** and cross-account comparisons, making it a powerful tool for multi-account management.


=== Do clients need anything installed to use it? ===
=== What does the churn scoring system measure? ===
No. Active Intelligence is available as an in-app overlay and does not require any installation. It's accessible directly from the client’s account.
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.


=== Can resellers control what clients see in Active Intelligence? ===
=== How accurate are billing and revenue forecasts? ===
Permissions are inherited from the reseller’s access level. Partners can guide usage but cannot limit AI functionalities on the client side.
Forecasts are powered by predictive AI models and historical data patterns. While not guaranteed, they provide a strong directional guide for revenue planning.


=== Is Active Intelligence multilingual? ===
=== Is any setup required to use the AI workspace? ===
While prompt understanding supports English as the primary language, results may vary across other languages.
No major configuration is required to get started. However, adjusting **filters**, engagement thresholds, and display panels will enhance personalization.


=== How is this different from traditional campaign building? ===
=== Can I export insights from the Active Intelligence dashboard? ===
Unlike manual processes, Active Intelligence uses AI to generate campaign content and strategies based on goals you describe, reducing time-to-launch.
Currently, Active Intelligence insights are designed for in-platform usage. Export functionality may be added in future releases.


=== What kinds of prompts work best? ===
=== What types of natural language prompts work best? ===
Goal-based prompts work best—describe what you want to achieve (e.g., “Promote a summer sale to all customers who purchased in March”).
Clear and specific queries such as “Show churn risk by location” or “Monthly revenue per account” help the AI return accurate, actionable results.


=== Will the AI automatically publish content? ===
== Summary ==
No. AI-generated campaigns and content must be manually reviewed and published by the user to ensure accuracy and alignment with brand tone.


== Additional Resources ==
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.
For a foundational understanding of Active Intelligence and its applications across account types, see:
* [https://help.activecampaign.com/hc/en-us/articles/20843404001436-Active-Intelligence-overview Active Intelligence Overview]


[[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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