Partners - Active Intelligence in Partner Portal (Beta)

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October 6, 2025 • Partners

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Active Intelligence Workspace integrates natural language AI into the Partner Portal, empowering partners to gain insights and execute actions across their entire portfolio of child accounts. This feature revolutionizes multi-account operations with conversational AI-driven reporting, visibility, insights, and operational efficiency.

 

Key Features

  • Instant Multi-Account Visibility

    Gain instant multi-account visibility through natural language queries across your entire portfolio, eliminating the need to log into individual accounts and providing real-time insights on demand.

  • Predictive Financial Intelligence

    Proactively forecast billing and revenue streams, identify upgrade opportunities, and understand payment patterns and timing.

  • Proactive Churn Prevention

    Proactively prevent churn with AI-powered churn scoring, an early warning system for at-risk accounts, and actionable insights on engagement drops.

  • Operational Efficiency at Scale

    Achieve operational efficiency at scale with bulk account creation, cross-account performance comparisons, and insight generation.

     

Additional Resources

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