April 23, 2026 • AI
We are excited to announce CRM data analysis capabilities in the Insights agent. Ask questions about your deals, pipelines, tasks, notes, and activities in natural language and receive comprehensive answers—including open deal summaries, value-based filtering, complete activity histories, and deal lookup by name without needing CRM IDs.
Key Features
- Open deals summary with value, description, and date details
- Deal filtering by value thresholds and multi-currency support
- Complete activity history including stage changes, status updates, tasks, notes, and emails
- Deal lookup by name without requiring CRM deal IDs
Benefits
- Pipeline Visibility: Get instant summaries of open deals without navigating through CRM reports
- Historical Context: Access complete activity timelines to understand deal progression and team engagement
- Simplified Lookup: Find deals by name instead of searching for technical IDs
- Multi-Currency Insights: Filter and analyze deals across different currencies for global operations
- Team Accountability: Review notes, tasks, and activities to track team performance and follow-up actions
Use Cases
Pipeline Health Checks
Review open deals and their current values to assess pipeline health
"Show me all open deals worth over $10,000"
Deal Activity Review
Understand what's happened with a specific opportunity before client calls
"Show me the full activity history for the ABC Corp deal"
Deal Research
Look up deal details without knowing the CRM ID
"Find the deal for Johnson Enterprises and show me its change history"
Notes Management
Review important context logged by team members on key opportunities
"What notes have been added to my top 5 deals this month?"
Currency-Specific Analysis
Filter deals by value in specific currencies for regional reporting
"Show me all deals over €5,000 in the European pipeline"
Upgrade and/or Setup Instructions
- Open the Active Intelligence sidebar from anywhere in your ActiveCampaign account
- Ask questions about your deals, pipelines, tasks, or activities using natural language
- Review the insights provided and ask follow-up questions to dig deeper into your CRM data