Active Intelligence 2.8

Partners can now point Active Intelligence to reusable files stored in a dedicated Resources area. This gives teams a persistent way to add context that Active Intelligence can reference beyond a single prompt.

For partners managing multiple brands, clients, or repeat campaign workflows, this creates a stronger starting point. Instead of rebuilding context every time, teams can upload reference materials once and reuse them to improve output quality, consistency, and speed.

Partners can frame Resources as a way to make Active Intelligence more useful over time. It helps clients ground AI output in their own materials instead of relying on generic prompts alone.

Brand Kit helps Active Intelligence pull in a customer's visual identity and brand context so campaign creation starts closer to the finished product.

This is one of the clearest ways to reduce cleanup work across client accounts. When brand colors, logos, fonts, voice, and tone are already in the system, partners can move faster while keeping output closer to each client's standard.

Lead with consistency. Brand Kit helps clients move from generic AI output to campaign drafts that feel more recognizable, more usable, and easier to approve.

Active Intelligence can now remember user-specific preferences through Memories. These memories are created from past interactions and direct instructions like "always do this" or "never do that."

This helps the experience improve for the individual user over time. For partners, that means less repeated prompting, more continuity across sessions, and a better path to scalable account adoption.

Position Memories as a way for Active Intelligence to become more familiar with how each user works. It is especially useful for teams that want to reduce repetitive setup and make output feel more tailored over time.

Users can now upload files directly into Active Intelligence during an active session and use those files as context while they work.

This gives partners a fast way to ground a conversation in source material without requiring permanent setup first. It is especially useful for one-off tasks, quick analyses, and workflows where a user needs Active Intelligence to work from a specific file in the moment.

Partners can frame file attachments as the quick-start option and Resources as the reusable option. File attachments are ideal when a client wants help with a single document, spreadsheet, or asset right now, without turning it into a longer-term reference file.

Active Intelligence can now prep contact imports by analyzing an uploaded contact file, suggesting lists and tags, mapping columns to existing contact fields, and recommending new fields when needed before the import starts.

This gives partners a faster, lower-friction way to get client data into ActiveCampaign. It reduces manual prep work during onboarding, helps clean up field mapping earlier, and gets contacts into the account in a more campaign-ready state from day one.

Lead with speed to activation. Contact Import helps clients move from raw spreadsheet data to a cleaner, more usable database without doing all the prep work manually. For partners, that means a stronger onboarding motion and less time spent fixing imports field by field.

Custom Instructions let users define account-level guidance that shapes how Active Intelligence responds, recommends, and creates. This includes brand details, content guidance, and preferred chat style.

This gives partners a scalable way to improve output quality across accounts by setting clearer expectations up front. It helps Active Intelligence stay aligned to brand rules, audience context, and working preferences instead of starting from scratch each time.

Lead with control. Custom Instructions help clients get more relevant output without needing to repeat the same direction in every session. For partners, the Partner Portal profile layer adds a scalable way to guide the experience across managed accounts.

Autonomous Insights proactively surfaces AI-powered recommendations as cards that appear on key pages and refresh weekly. Users can click into a card to open a conversation with Active Intelligence and explore the insight further.

This helps partners move from reactive support to proactive optimization. Instead of waiting for a client to notice a performance issue, partners can use these insights to identify trends, uncover opportunities, and guide smarter next steps.

Position Autonomous Insights as an always-on optimization layer. It gives clients a clearer sense of what to improve next and gives partners another way to guide strategic conversations with evidence instead of guesswork.