AI Actions Library overview

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AI Actions Library Overview

The AI Actions Library in ActiveCampaign is a transformative feature designed to enhance personalization at the contact level. This flexible action allows users to modify the value of a custom field based on AI-driven processes and save the resulting information into another custom field. The capabilities offered by the AI Actions Library include summarizing text, conducting sentiment analysis, translating languages, and extracting data. Such functionalities can facilitate true one-to-one personalization, providing deeper insights into customer interactions and needs.

How to Access the AI Actions Library

Accessing the AI Actions Library requires navigating within an automation framework in ActiveCampaign. To utilize this feature, follow these steps: 1. Log into your ActiveCampaign account. 2. In the left navigation menu, click on Automations. 3. Choose an existing automation or create a new one. 4. In the automation designer, click on the (+) node where you wish to implement the AI action.

Upon following these steps, you’ll see options for integrating the AI Actions Library into your automation.

Step-by-Step Instructions

Here’s how to utilize the AI Actions Library and its various actions:

Build Your Own Action

1. Click the (+) node in the automation designer. 2. Select Workflow, then click on AI Actions Library. 3. From the modal, choose Build your own action. 4. In the prompt field, type your AI request using a personalization tag for a custom field value. 5. Select the desired custom field for saving the response under the Save the response to this field section:

  * **Save to existing field**: Choose an existing contact field.
  * **Create a new field**: Type a field name and select a **Field type** and **Field group**.

6. Click Get an example response to validate your prompt. 7. If everything is correct, click Save.

Preconfigured Actions

1. **Summarize**:

  - Follow steps 1-4 from above.
  - From the modal, select Summarize.
  - Choose a field to summarize, select summary length, and specify where to save the response.
  - Click Save when done.

2. **Analyze**:

  - Follow steps 1-4 from above and select Analyze.
  - Choose a field to analyze and define an analysis prompt.
  - Optionally, configure settings like forcing a set list of outputs or allowing multiple outputs.
  - Save the results as instructed.

3. **Translate**:

  - Repeat the steps as above, picking Translate from the AI Actions Library.
  - Select the field to translate, choose the target language, then specify the save location.
  - Click Save.

4. **Classify Intent**:

  - Use steps similar to the previous actions, but select Classify Intent.
  - Choose a classification field and define optional settings for intent categorization, then save.

5. **Determine Sentiment**:

  - Again, follow similar steps, choosing Determine Sentiment.
  - Select a field for sentiment analysis and specify where to save the result.
  - Finish by clicking Save.

Each action allows you to analyze and enhance data regarding contacts, providing opportunities for personalized user experiences.

Configuration Options and Settings

The AI Actions Library provides a range of customizable options while creating or modifying actions. Key configuration points include: - **Personalization Tags**: These tags correspond to custom fields and can be utilized in prompts across AI actions. - **Save to Existing Field** or **Create a New Field**: These options permit flexibility in managing how AI-generated responses are stored. - Various settings can be enabled for actions like **Analyze**, **Classify Intent**, or **Summarize**, providing rules for response outputs.

Best Practices and Tips

To maximize the benefits of the AI Actions Library: 1. Ensure that you have purchased activities, as each action performed will consume one activity from your account. 2. Be mindful of automation flows that may loop contacts through actions multiple times, as this could lead to increased activity costs. 3. Thoroughly test AI prompts using the Get an example response feature to confirm functionality prior to saving. 4. Utilize summary and analysis features to derive actionable insights from customer communication, improving customer engagement strategies.

Troubleshooting

If you encounter issues while using the AI Actions Library: - Verify that you have sufficient activities available for use, as actions cannot be processed without them. - Ensure that the personalization tag corresponds correctly with a populated contact field to avoid null responses. - If responses are not being generated, check for any configuration errors or incorrect field associations.

Related Features

For more information on connected features, consider the following: - Automation: Explore how to effectively navigate and utilize automation workflows. - Custom Contact Fields: Learn about creating and managing custom fields that can work seamlessly with the AI Actions Library.

FAQ

What types of actions can I perform with the AI Actions Library?

  - You can summarize, analyze, translate, classify intent, and determine sentiment based on contact data.

Is there any cost associated with using the AI Actions Library?

  - Yes, performing actions through the AI Actions Library will consume one activity each time a contact processes an action.

Can I create custom fields to store AI responses?

  - Yes, you have the option to create new fields or select existing ones to store the responses generated by AI actions.

Are there limitations on the number of personalization tags I can use?

  - Yes, you can use up to three personalization tags in one AI Actions Library action.

What do I do if my AI actions aren't producing results?

  - Ensure that you have valid personalization tags and enough contacts with populated fields. Check for setup errors as well.

Can I analyze multiple outputs from my AI actions?

  - In the settings for some actions like Analyze and Classify Intent, you can enable options to allow multiple outputs.

Does the AI Actions Library integrate with other ActiveCampaign features?

  - Yes, it works seamlessly with automations and supports custom contact fields for enhanced functionality.

By utilizing the AI Actions Library effectively, you can drive deeper engagement and a more personalized experience for your contacts within ActiveCampaign. ```

AI Actions Library overview

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