January 15, 2025 • AI
Insight Cards are now live in your Partner Portal, giving you fast, AI-driven insights across your entire client base, so you can spend less time searching for answers and more time acting on opportunities.
Key Features
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Monthly insights
Updated once per month, the section hides automatically when all insights are completed or dismissed. -
Clear priorities
Each card is ranked so you know exactly what to tackle first. -
Account-level summaries
See how many clients each insight affects, with a queue of up to three cards. -
One-click actions
“Explore in ActiveIntelligence” opens recommended next steps and filters your affected accounts.
Benefits
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Understand different types of Insights
Churn risks, upgrade opportunities, loyalty milestones, and top next-best actions, delivered automatically and ready to act on.