AI Prompt action overview

ActiveCampaign’s AI Prompt action is a flexible action that lets you transform the value of a custom field using an AI prompt and save the result into another custom field. This lets you scale true 1:1 personalization at the contact level. For example, you can use the AI Prompt action to summarize text, reveal sentiment analysis, translate language, and extract data to react automatically.

Take note

• You must purchase activities in order to use this feature

• Each time a contact goes through the AI Prompt action, it costs one activity. Please review any “Go to” actions or automation flows that run a contact through an action multiple times
• You can use up to three personalization tags in one AI Prompt action
• The AI Prompt action results can only be saved to a contact field
• A new response is saved each time the contact goes through the action 

How it works

At its most basic level, the AI Prompt action lets you write an AI prompt to perform a task or ask for more information using the value of a custom contact, account, or deal field via a personalization tag. After writing the AI prompt, you can configure the action to take the result of the prompt and put it into a contact field. Each time a contact goes through this action in your automation, the action will follow the instructions you have configured.

Each field in ActiveCampaign has a personalization tag. The personalization tag in the prompt pulls in the field value. This action uses a personalization tag in the AI Prompt box and stores the output in a standard or custom contact field. You can use the contact field to further segment or personalize a touchpoint. Learn more about personalization tags and custom contact fields.

Example

You may want to translate feedback you have collected from your contacts via an ActiveCampaign form from a recent event to Spanish. For this, you can use the example prompt at the bottom of the AI Prompt action “Translate ‘Your Personalization Tag’ to Spanish.”

In the example above, I asked AI to translate the “Event Feedback” personalization tag into Spanish and put the result into a new custom contact field called “Event Feedback ES.” I can create an automation to trigger when the Event form is submitted. The feedback automatically translates each time a contact goes through the AI Prompt action. After the action, I can further segment contacts based on the response given in the "Event Feedback ES" field. For example, I can create an "If/Else" action if someone chooses a specific selection and engages based on their result.

Configure the AI Prompt action

1. Click Automations on the left menu.
2. Click on an existing automation or create a new one.
3. In the automation designer, click on the (+) node where you want to place the AI Prompt action.
4. In the “Add an action” modal, click “Suggested,” then click “AI Prompt.”
5. In the “AI Prompt” modal, type your AI Prompt in the "What do you want to do with this contact?” section.
   (info callout box) To get started, you can also use an example prompt at the bottom of the AI Prompt modal. Ensure the correct personalization tag is used in the example prompt using the next step.
6. Click the personalization tag (lightning bolt icon) on the bottom right of the AI Prompt section and choose the Contact, Account, or Deal field you want to use. Note that you must include at least one field to proceed.
   
   

     If there is a default value set for a field, the AI Prompt action will use that value.

7. Under “Save the response to this field,” you can choose one of the following options:
   
   • “Save to existing field”
     
     • • Click the radio button next to "Save to existing field." Then, click the dropdown and choose an existing contact field.
   • “Create a new field”
     
     • • Click the radio button next to "Create a new field." Then, type in a “Field name” and choose the “Field type.” A new custom contact field will be created once the action is saved.
8. Click “Get an example response” to test your AI Prompt action. If you do not get a response, there are no contacts with a value in the field used in the AI prompt. The preview does not consider default values.
9. Click “Save” when you are done configuring the action.