Use ActiveCampaign safely with an AI agent
Sets the ground rules for working in ActiveCampaign: confirm the account, read in small scoped pages, and ask before changing any contact, tag, list or field.
Use it when
- You are starting any ActiveCampaign task and want the agent to confirm the account first
- You want to understand how contacts, tags, lists and custom fields differ before making changes
- You need to browse a large account without the agent pulling everything at once
Tools it uses
get_contactcreate_or_update_contactcreate_contact_tagadd_tag_to_contactcreate_listupdate_listadd_contact_to_listcreate_contact_custom_fieldcreate_field_optionscreate_contact_field_relationshipcreate_contact_field_valueupdate_contact_field_value
Before we clean anything up, check which ActiveCampaign account you're connected to and tell me how many contacts are tagged 'trial-expired', without changing anything.
You're connected to the account for Northwind Retail. The 'trial-expired' tag matches 212 contacts in the first page of results, and I have only counted that page so far. I have not changed any tags. Shall I count the full set next?