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AI Actions Library overview

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Ashlee U
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ActiveCampaign’s AI Actions Library is a flexible action that lets you transform the value of a custom field 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 Actions Library 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 an action within the AI Actions Library, 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 Actions Library "Build your own action"
  • The AI Actions Library 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

The AI Actions Library lets you perform a task or ask for more information or ask using AI with the value of a custom contact, account, or deal field via a personalization tag. Then, you can configure the action to take the result of the action 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.

Within the AI Actions Library, you can "Build your own action," or you can choose from the following preconfigured AI actions:

"Build your own action" in the AI Actions Library

How it works

The AI Actions Library “Build your own action” lets you write an AI prompt that uses the value from a custom contact, account, or deal field with a personalization tag. The action then saves the AI's response into a contact field. Each time a contact goes through this action, it follows your instructions.

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.

Configure "Build your own 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 action.
  4. In the “Add an action” modal, click “Workflow,” then click “AI Actions Library.”
  5. In the “AI Actions Library" modal, click "Build your own action."
  6. In the "Build your own action" modal, type your AI prompt in the "What do you want to do with this contact?” section.

      To get started, you can also use an example prompt at the bottom of the "Build your own action" modal. Ensure the correct personalization tag is used in the example prompt using the next step.

  7. Click the personalization tag (lightning bolt icon) on the bottom right of the AI prompt field 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 "Build your own action" will use that value.

  8. Under “Save the response to this field,” you can choose one of the following options:
    1. “Save to existing field”
      • Click the radio button next to "Save to existing field." Then, click the dropdown and choose an existing contact field.
    2. “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” and "Field group." A new custom contact field will be created once the action is saved.
  9. 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.
  10. Click “Save” when you are done configuring the action.

Summarize

The “Summarize” action in the AI Actions Library allows you to take the text of a field and automatically summarize it into another field. This can help organize feedback and requests, making long text easier to scan.

  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 action.
  4. In the “Add an action” modal, click “Suggested,” then click “AI Actions Library.”
  5. In the “AI Actions Library” modal, click “Summarize.”
  6. In the “Summarize” modal, select a field to summarize in the dropdown.
  7. Select a length of summary in the following dropdown.
  8. Under “Save the response to this field,” you can choose one of the following options:
    1. “Save to existing field”
      • Click the radio button next to "Save to existing field." Then, click the dropdown and choose an existing “Text area” contact field.

          The “Summarize” AI action can only be saved to a “Text area” contact field.

    2. “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” and "Field group." A new custom contact field will be created once the action is saved.
  9. (Optional) Click “Get an example response” to test your AI Actions Library. If you do not get a response, there are no contacts with a value in the contact field used. The preview does not consider default values.
  10. Click “Save.”

Analyze

The “Analyze” action in the AI Actions Library lets you take the text of a field and use AI to analyze the information based on a prompt that you create. This can help extract meaningful patterns, trends, and relationships to provide insights within large fields of text.

  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 action.
  4. In the “Add an action” modal, click “Suggested,” then click “AI Actions Library.”
  5. In the “AI Actions Library” modal, click “Analyze.”
  6. In the “Analyze” modal, select a field to analyze in the dropdown.
  7. Type a prompt in the “What do you want to analyze?” field to explain what you want the AI to look for and analyze.
  8. (Optional) Enable settings for the “Analyze” AI action. Click on the checkbox next to the following setting options to turn them on:
    • Enforce a set list of outputs: Limits the possible output values to only those you specify. For example, you can define outputs like “Review,” “Troubleshooting,” “Complaint,” or “Other” to keep results consistent.
    • Allow multiple outputs: Allows the action to return more than one value from your list. This is useful if your feedback may fit into more than one category.
    • Enforce a maximum number of outputs: Sets a limit on how many values the action can return. For example, you can restrict the output to only the two most relevant categories out of your list.
  9. Under “Save the response to this field,” you can choose one of the following options:
    1. “Save to existing field”
      • Click the radio button next to "Save to existing field." Then, click the dropdown and choose an existing contact field.
    2. “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” and "Field group." A new custom contact field will be created once the action is saved.
  10. (Optional) Click “Get an example response” to test your AI Actions Library. If you do not get a response, there are no contacts with a value in the contact field used. The preview does not consider default values.
  11. Click “Save.”

Translate

The “Translate” action in the AI Actions Library allows you to take the text of a field and translate it into a different language, then save it to another field. This can help translate important information from contacts into your selected language.

  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 action.
  4. In the “Add an action” modal, click “Suggested,” then click “AI Actions Library.”
  5. In the “AI Actions Library” modal, click “Translate.”
  6. In the “Translate” modal, select a field to translate in the dropdown.
  7. Select a new language to translate to in the following dropdown.
  8. Under “Save the response to this field,” you can choose one of the following options:
    1. “Save to existing field”
      • Click the radio button next to "Save to existing field." Then, click the dropdown and choose an existing contact field.
    2. “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” and "Field group." A new custom contact field will be created once the action is saved.
  9. (Optional) Click “Get an example response” to test your AI Actions Library. If you do not get a response, there are no contacts with a value in the contact field used. The preview does not consider default values.
  10. Click “Save.”

Classify intent

The “Classify intent” action in the AI Actions Library allows you to analyze the text of a field and categorize it to determine the contact’s intent and goals, then save the results to another field. This can help you better understand and organize information about your contacts for future use.

  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 action.
  4. In the “Add an action” modal, click “Suggested,” then click “AI Actions Library.”
  5. In the “AI Actions Library” modal, click “Classify intent.”
  6. In the “Classify intent” modal, select a field to classify in the dropdown.
  7. (Optional) Enable settings for the “Classify intent” AI action. Click on the checkbox next to the following setting options to turn them on:
    • Enforce a set list of intents: Limits the possible intent values to only those you specify. For example, you can define intents like “Review,” “Troubleshooting,” “Complaint,” or “Other” to keep results consistent.
    • Enforce a maximum number of intents: Sets a limit on how many values the action can return. For example, you can restrict the intent to only the two most relevant categories out of your list.
  8. Under “Save the response to this field,” you can choose one of the following options:
    1. “Save to existing field”
      • Click the radio button next to "Save to existing field." Then, click the dropdown and choose an existing contact field.
    2. “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” and "Field group." A new custom contact field will be created once the action is saved.
  9. (Optional) Click “Get an example response” to test your AI Actions Library. If you do not get a response, there are no contacts with a value in the contact field used. The preview does not consider default values.
  10. Click “Save.”

Determine sentiment

The “Determine sentiment” action in the AI Actions Library allows you to analyze the text of a field and determine whether a contact is Positive, Negative, or Neutral, then save the result to another field. This can help you understand the overall sentiment of your contacts' messages for improved communication.

  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 action.
  4. In the “Add an action” modal, click “Suggested,” then click “AI Actions Library.”
  5. In the “AI Actions Library” modal, click “Determine sentiment.”
  6. In the “Classify intent” modal, select a field to classify in the dropdown.
  7. Under “Save the response to this field,” you can choose one of the following options:
    1. “Save to existing field”
      • Click the radio button next to "Save to existing field." Then, click the dropdown and choose an existing contact field.
    2. “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” and "Field group." A new custom contact field will be created once the action is saved.
  8. (Optional) Click “Get an example response” to test your AI Actions Library. If you do not get a response, there are no contacts with a value in the contact field used. The preview does not consider default values.
  9. Click “Save.”
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