How to reference assets in Active Intelligence

In Active Intelligence, assets are specific items from your ActiveCampaign account—such as past email campaigns, automation workflows, or custom email templates—that you can link directly to your prompts. You can also attach external files or URLs.

By referencing an asset, you give Active Intelligence precise context, ensuring it interacts with the exact item you intend. This eliminates guesswork, prevents errors caused by similar naming conventions, and allows for more accurate analysis and content generation.

Use assets whenever you need to analyze, update, or troubleshoot specific items in your account. If you want more accurate performance insights or want to streamline how you build or modify your campaigns and automations, referencing assets is the most reliable way to interact with Active Intelligence.

This article shows you how to reference assets when prompting Active Intelligence.

Take note

• You can reference assets from both the Active Intelligence homepage and sidebar
• This feature is not available for Reseller accounts

How it works

When prompting Active Intelligence, you can reference specific assets. Doing so tells Active Intelligence exactly which item to use, which improves accuracy and helps avoid incorrect matches when assets share similar names. When you add an asset to your prompt, Active Intelligence uses the asset’s unique ID to locate it. This ensures Active Intelligence pulls data, generates content, or takes action on the correct campaign or automation, even if you have multiple assets with similar names.

You can still type a campaign or automation name without referencing an asset, but Active Intelligence will use best-effort matching. If you have campaigns or automations with similar names, this can lead to incorrect results. For the most accurate results, we recommend referencing assets. It also gives you a quick way to find and reference assets when you don't know the exact name.

You can add assets to your prompts by using the “@”, the “Add context” button, or by attaching a file or URL. Note that you can add more than one asset to a single prompt.

What assets can I reference in my prompts?

You can reference the following assets when creating prompts in Active Intelligence:

• Past email campaigns
• Custom templates for email campaigns
• Automations
• Upload files from your computer
• Add a URL

Additional asset types will be added in future updates.

How to reference an asset in Active Intelligence

Listed below are different options you can use to add an asset(s) to your prompts. 

Reference assets in your ActiveCampaign account

Option 1: Type “@” in the prompt field

From your ActiveCampaign account:

1. Open Active Intelligence by either clicking the ActiveCampaign logo on the left of your account to go to your account’s homepage or the Active Intelligence icon. Clicking the Active Intelligence icon opens a sidebar where you can create a prompt.  
2. Click the prompt field.
3. Type the “@” symbol. A modal window will appear with asset categories.
4. Click a category to browse your assets, or continue typing to narrow down the results.
5. Click the asset you want to use. It will appear as a visual tag in the prompt field.

Option 2: Use the “@ Add context” button

From your ActiveCampaign account:

1. Open Active Intelligence by either clicking the ActiveCampaign logo on the left of your account to go to your account’s homepage or the Active Intelligence icon. Clicking the Active Intelligence icon opens a sidebar where you can create a prompt. 
2. Click the “@ Add context” button located in the prompt field.
3. Select an asset category.
4. Browse the list or type to search for the asset you need.
5. Click the asset to select it. It will appear as a visual tag in the prompt field.

Reference an external URL

You can upload an external URL, such as your website, and have Active Intelligence scan it and use it to create assets. 

1. Open Active Intelligence by either clicking the ActiveCampaign logo on the left of your account to go to your account’s homepage or the Active Intelligence icon. Clicking the Active Intelligence icon opens a sidebar where you can create a prompt. 
2. Click the paperclip icon, then select “Attach a URL.”
3. Type the URL in the modal window, then either hit the “Enter” key on your keyboard or click “Add URL.” The URL will appear as a visual tag in the prompt field. 

Reference an external file

You can upload a file to your prompt and have Active Intelligence scan it and use it to create assets. The following file types are supported:

• PDF
• DOCX

To upload a file when using Active Intelligence:

1. Open Active Intelligence by either clicking the ActiveCampaign logo on the left of your account to go to your account’s homepage or the Active Intelligence icon. Clicking the Active Intelligence icon opens a sidebar where you can create a prompt. 
2. Click the paperclip icon, then “Upload a file.”
3. Select the file you want to upload to your prompt. The file will appear as a visual tag in the prompt field. 

Remove an asset from your prompt

You can remove an asset from your prompt before submitting it. To remove an asset, press the "Backspace" key on your keyboard in the prompt field. 

Once you submit your message, the asset tag will appear as part of your normal chat history.

Example prompts that reference an asset

Here are a few examples of how you can reference assets in your prompts:

Tips for best results

• Reference assets whenever you need to point to a specific campaign or automation
  This is especially helpful when you have campaigns or automations with similar names (e.g., "Spring Sale 2025" and "Spring Sale 2026").
• Combine referencing assets with follow-up prompts 
  Active Intelligence remembers context within each chat tab. You can reference an asset in your first message and continue the conversation without selecting it again.
• Reference assets across all Active Intelligence surfaces
  Whether you are on the Active Intelligence homepage or using the context-aware sidebar, referencing assets works the same way.