Active Intelligence Sidebar

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Active Intelligence Sidebar

The Active Intelligence Sidebar is a groundbreaking feature in ActiveCampaign designed to enhance user experience by providing real-time, AI-driven assistance. This sidebar remains persistent across all pages within the platform, giving you instant access to information tailored to your current task without disrupting your workflow. It is available across multiple tiers, including Enterprise, Pro, Plus (limited access), and Starter (limited access).

Introduction

The Active Intelligence Sidebar represents an evolution in how users interact with marketing automation tools. By integrating a context-aware AI assistant, the sidebar helps users to stay efficient and informed while working on their campaigns. With tailored insights and recommendations based on your current activity, the sidebar allows you to make quicker, more data-driven decisions. This feature is particularly vital in today's fast-paced marketing landscape, where timely insights can dramatically impact campaign performance.

How to Access Active Intelligence Sidebar

To access the Active Intelligence Sidebar, simply log in to your ActiveCampaign account. The sidebar is readily available from any page you visit, ensuring that you always have access to the AI features without needing to switch to a different mode or page.

Step-by-Step Instructions

1. **Log into your ActiveCampaign account.** 2. Navigate to any page (example: campaign report pages). 3. Locate the Active Intelligence Sidebar, typically positioned on the right side of your screen. 4. Engage with the sidebar by clicking or tapping on it to expand for chat functionality. 5. Use the sidebar to ask questions or seek guidance relevant to your current task (e.g., analyzing campaign performance).

Configuration Options

• The Active Intelligence Sidebar itself does not require additional configuration for access, as it is embedded in the platform's interface.
• Users can collapse, expand, or maximize the sidebar to fit their workflow preferences:

 * Collapse to save screen space.
 * Expand for quick assistance.
 * Maximize for detailed AI conversations.

Best Practices and Tips

• **Stay Focused:** Utilize the sidebar's collapsing feature when performing tasks that require concentration. This helps reduce distractions while still allowing for quick access to AI assistance.
• **Ask Specific Questions:** To get the most relevant insights, phrase your inquiries clearly. For instance, "How can I improve my open rates?" will yield more insightful responses than vague questions.
• **Leverage Past Conversations:** Keep track of your chat history to revisit insights or recommendations previously discussed, ensuring that you never lose valuable information.
• **Integrate with Your Workflow:** Use the sidebar's flexibility to match your working style. Whether you prefer minimal distractions or in-depth conversations, adapt the sidebar's size accordingly.

Common Use Cases

• **Campaign Performance Analysis:**

 * Example Question: "Why did my open rate drop in the last month?"
 * The Active Intelligence Sidebar can analyze your campaign data and provide specific improvement suggestions as you're reviewing your reports.

• **Content Strategy Development:**

 * Example Question: "What subject lines work best for my audience?"
 * The sidebar offers data-driven recommendations and A/B testing suggestions while you craft your next campaign.

• **Workflow Optimization:**

 * Example Question: "How can I improve my email automation?"
 * Gain personalized advice on segmentation, timing, and messaging based on current account performance and industry best practices.

Troubleshooting

While the Active Intelligence Sidebar is designed to work seamlessly within ActiveCampaign, you may encounter issues such as not seeing the sidebar on certain pages. If this occurs:

• Ensure you are using a compatible browser and have cleared your cache.
• Refresh the page or log out and log back into your ActiveCampaign account.
• Contact ActiveCampaign support if the issue persists.

FAQ

Q1: Which plans include the Active Intelligence Sidebar? A1: The sidebar is available across all tiers: Enterprise, Pro, Plus (limited access), and Starter (limited access).

Q2: Can I use the Active Intelligence Sidebar on mobile devices? A2: Yes, the sidebar is designed to function across different devices, providing AI assistance whether you are on desktop or mobile.

Q3: Will the sidebar interrupt my workflow? A3: No, the sidebar is designed to provide assistance without interrupting your work, allowing you to access insights while staying focused on your tasks.

Q4: How do I expand or collapse the sidebar? A4: You can click on the sidebar's edge to toggle between collapsed and expanded views as per your preference.

Q5: What types of questions can I ask the Active Intelligence Sidebar? A5: You can ask questions related to campaign performance, content strategy, and workflow optimization, among others, to receive tailored insights.

Q6: Can I view my chat history in the sidebar? A6: Yes, the sidebar maintains your full chat history, allowing you to reference previous discussions and insights whenever needed.

Q7: How does the sidebar understand what I'm working on? A7: The sidebar is context-aware and analyzes your current page and tasks to provide relevant recommendations and insights.

For more information on related features, please consult other sections of our documentation on Product and Active Intelligence. ```