AI Actions Library overview
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AI Actions Library Overview
ActiveCampaign’s AI Actions Library is a powerful feature that allows users to leverage Artificial Intelligence (AI) to enhance customer engagement and personalization. This feature enables you to transform the value of a custom field and save the result into another custom field. With functionalities that allow summarization of text, sentiment analysis, language translation, and data extraction, the AI Actions Library helps scale true 1:1 personalization at the contact level.
Understanding how to utilize this feature is crucial for marketers looking to automate communications and improve customer relationships effectively.
How to Access the AI Actions Library
To access the AI Actions Library, follow these steps:
1. Navigate to the **Automations** section from the left menu. 2. You can choose to click on an existing automation or create a new one.
Once in the automation designer, you are now ready to add an AI action.
Step-by-Step Instructions
Below is a detailed guide on how to utilize the AI Actions Library, including steps for using the built-in actions and creating your own custom action.
Using Preconfigured AI Actions
1. **Click Automations** on the left menu. 2. Select an **existing automation** or **create a new one**. 3. In the automation designer, click on the **(+)** node where you want to place the action. 4. In the **Add an action** modal, click **Suggested**, then select **AI Actions Library**. 5. Choose the desired action from the following preconfigured options:
- **Summarize** - **Analyze** - **Translate** - **Classify intent** - **Determine sentiment**
After selecting an action, you will be prompted with the specific configuration options available for that action. Follow the instructions relevant to your selected action.
Build Your Own Action
If you prefer to customize your AI action, use the **Build your own action** functionality:
1. Click on **Automations** on the left menu. 2. Select an **existing automation** or **create a new one**. 3. In the automation designer, click on the **(+)** node to add your action. 4. Click **Workflow**, and then select **AI Actions Library**. 5. Click on **Build your own action**. 6. In the modal that appears, type your AI prompt in the **What do you want to do with this contact?** section. You can utilize an example prompt provided at the bottom of the modal. 7. Click the **lightning bolt icon** to add a personalization tag, selecting the desired **Contact**, **Account**, or **Deal** field. 8. Under **Save the response to this field**, choose between:
- Save to existing field
- Select an existing contact field from the dropdown.
- Create a new field
- Input a **Field name**, choose the **Field type**, and the **Field group**.
9. (Optional) Click **Get an example response** to test your AI prompt. 10. Click **Save** when you are done configuring your action.
Configuration Options and Settings
When using the AI Actions Library, the following options are available for configuration:
- Save to existing field – This lets you select an existing custom or standard field to store your action's response.
- Create a new field – Allows you to create a new custom field, specifying the name, type, and group.
- Each AI action can utilize up to three personalization tags.
The results of actions performed through the library can only be saved into a contact field, and a new response will be generated each time a contact undergoes the action.
Best Practices and Tips
1. **Test Your Prompts**: When creating custom actions, use the **Get an example response** feature to confirm functionality before deploying. 2. **Monitor Activity Usage**: Each action consumes one activity, so be conscious of the number of times an action runs to avoid unnecessary costs. 3. **Utilize Summarization for Clarity**: Employ the Summarize action to condense long feedback into digestible information for easier analysis and response. 4. **Segment Contacts Smartly**: Use the output data from actions like Classify intent or Determine sentiment to personalize and segment communications effectively. 5. **Review Result Outputs**: Check the responses from actions regularly to ensure the AI is generating appropriate outputs, especially when using customized actions.
Troubleshooting
If you encounter issues while using the AI Actions Library, consider the following steps:
- Ensure you are using the correct personalization tags as missing or incorrect tags can lead to no response from actions. - Review your automation flow and check if other actions may cause multiple hits on the AI action to avoid excessive activity consumption. - If you do not receive a response during testing, make sure there are valid contacts with values in the fields you are referencing; note that defaults do not trigger responses.
Related Features
For a deeper understanding of how to maximize the AI Actions Library, you may want to explore these related features:
- Automation – Basics of creating and managing automations in ActiveCampaign.
- Personalization tags – Learn how to effectively use personalization tags for targeted marketing.
FAQ
What is the AI Actions Library?
The AI Actions Library is a feature within ActiveCampaign that allows users to automate actions based on AI analysis of text data entered in custom fields.
What does each action in the AI Actions Library do?
Actions like **Summarize**, **Analyze**, **Translate**, **Classify intent**, and **Determine sentiment** each provide distinct functionalities for manipulating text data to derive insights or generate new content.
Do I need a subscription to use AI Actions Library?
Yes, you must purchase activities to use the AI Actions Library feature.
Can I use personalizations in my AI prompts?
Yes, you can incorporate personalization tags into prompts, allowing dynamic inputs based on contact-specific data.
Keep track of activity usage through your account’s activity report to anticipate and manage costs.
What happens if a contact doesn't have a value in the field I'm using?
If a contact does not contain a value in the specified field, the AI action will not return a response, and you may need to review your field assignments.
In summary, the AI Actions Library in ActiveCampaign provides a flexible and intelligent way to handle contact data, enabling businesses to enhance communication and personalize customer interaction at scale. By mastering this feature, you can greatly improve your automated marketing efforts and derive more value from your campaigns. ```