How to reference assets in Active Intelligence

In Active Intelligence, assets refer to specific items from your eduCRM account, such as past email campaigns, automation workflows, or custom email templates. You can link these assets directly to your prompts and also attach external files or URLs.

By referencing an asset, you provide Active Intelligence with precise context, ensuring that it interacts with the exact item you intend. This approach eliminates guesswork, reduces errors caused by similar naming conventions, and enables more accurate analysis and content generation.

Use assets whenever you need to analyze, update, or troubleshoot specific items in your account. If you're looking for more accurate performance insights or want to streamline the process of building or modifying your campaigns and automations, referencing assets is the most reliable method for interacting with Active Intelligence.

This article will guide you on how to reference assets when prompting Active Intelligence.

How it works

When using Active Intelligence, you can reference specific assets to ensure greater accuracy. This helps avoid incorrect matches, especially when assets have similar names. By including an asset in your prompt, Active Intelligence will use the asset's unique ID to identify it.

This approach guarantees that Active Intelligence retrieves data, generates content, or takes action on the correct campaign or automation, even if there are multiple assets with similar names.

While you can still type the name of a campaign or automation without referencing an asset, Active Intelligence will rely on best-effort matching in those cases. If several campaigns or automations share similar names, this can result in incorrect outcomes. To achieve the most accurate results, we recommend referencing assets. Additionally, this method provides an efficient way to locate and refer to assets when you are unsure of 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 account

  You can add more than one asset to a single prompt.

Option 1: Type “@” in the prompt field

From your eduCRM account:

1. Access the Active Intelligence homepage by logging in (it will be the first page) or by clicking the  logo in the top menu if already logged in. To open the Active Intelligence sidebar, click the Active Intelligence icon from any page except the homepage.
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 eduCRM account:

1. Access the Active Intelligence homepage by logging in (it will be the first page) or by clicking the  logo in the top menu if already logged in. To open the Active Intelligence sidebar, click the Active Intelligence icon from any page except the homepage.
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. Access the Active Intelligence homepage by logging in (it will be the first page) or by clicking the  logo in the top menu if already logged in. To open the Active Intelligence sidebar, click the Active Intelligence icon from any page except the homepage.
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. Access the Active Intelligence homepage by clicking the logo in the top menu if already logged in. To open the Active Intelligence sidebar, click the Active Intelligence icon from any page except the homepage.
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.

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.
• 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.