Active Intelligence
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Active Intelligence for Resellers
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.
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.
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).
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. Launch the Active Intelligence Workspace
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
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.
3. Build Campaigns via Goal-Oriented Prompts
You and your clients can activate campaign creation by describing what you want to achieve. Examples: - “Create a welcome email sequence for new subscribers.” - “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.
4. Optimize Existing Automations
Use prompts such as: - “Improve delivery rate of this newsletter.” - “Revise subject lines for better engagement.”
The AI will make personalized suggestions or alterations based on your goals.
5. Receive AI-Powered Recommendations
In addition to executing tasks, Active Intelligence offers proactive recommendations such as: - Campaigns to optimize based on recent performance dips - Segments that may benefit from new automation triggers - Opportunities to increase click-through-rates
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:
- Prompt Field – Use this input area to type natural language instructions or questions.
- Response Pane – Where dynamic insight data, campaign drafts, and visualizations appear.
- Campaign Builder Activation – Automatically generates email series from goal-based prompts.
- Performance Snapshot Cards – Present key metrics like open rate, CTR, conversion comparisons.
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.
Best Practices and Tips
To maximize the effectiveness of Active Intelligence within reseller workflows, consider adopting the following strategies:
- **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 performance insights often**: Check campaign efficiency weekly by asking about trends and underperforming segments.
- **Educate your clients**: Encourage them to engage directly with the AI assistant to build confidence in campaign ownership.
- **Review AI-generated content**: Always validate the tone, voice, and accuracy of what the AI builds—especially before publishing.
Common Use Cases with Examples
Agencies Guiding New Businesses
A marketing agency managing a new ecommerce brand can use Active Intelligence to: - Quickly create a welcome email automation - Ask: “What segment of subscribers hasn’t opened in 30 days?” - Run an AI-optimized reengagement campaign
Franchise-Level Optimization
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
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
The AI Assistant Doesn’t Load
- 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
- Be specific with prompts (e.g., include campaign titles or date ranges) - Avoid vague commands like “fix my campaign” - Retrain results by reiterating goals clearly
Recommendations Seem Generic
- Take advantage of data-rich prompts like “based on open rate trends over the last month...” - Enable clients to review previous campaign performance before prompt generation
If issues persist, contact ActiveCampaign Support through the Help Docs or partner portal.
Related Features
Explore these additional partner-focused articles that further extend your AI marketing capabilities:
- Partner Release Notes
- ActiveCampaign Release Notes
- AI Actions Library for Agency Partners
- Active Intelligence in Partner Portal (Beta)
FAQ
What is Active Intelligence?
Active Intelligence is an AI-powered workspace within ActiveCampaign that allows users to build and optimize marketing campaigns through natural language commands.
Do clients need anything installed to use it?
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.
Can resellers control what clients see in Active Intelligence?
Permissions are inherited from the reseller’s access level. Partners can guide usage but cannot limit AI functionalities on the client side.
Is Active Intelligence multilingual?
While prompt understanding supports English as the primary language, results may vary across other languages.
How is this different from traditional campaign building?
Unlike manual processes, Active Intelligence uses AI to generate campaign content and strategies based on goals you describe, reducing time-to-launch.
What kinds of 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”).
Will the AI automatically publish content?
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
For a foundational understanding of Active Intelligence and its applications across account types, see: