Builder
Editing the Start, Form, and Outcome steps — blocks, segments, and AI settings.
Articles in this collection
- Get to know the builder
A tour of Outcome's funnel builder — the Start, Form, and Outcome step tabs, the header with Save, Share, and the brand theme selector, undo/redo, and how blocks and drawers work.
- The Start Step
How to edit the Start step of your funnel — sign up blocks, content blocks, and the page-section drawers like Hero, Benefits, and Footer Testimonials.
- Build your form
How to build the Form step of your funnel — adding form inputs and content steps, editing each step's question and settings, and dragging steps to reorder them.
- The sign up step
Why every AI funnel needs a signup, how the Sign Up Step collects name and email inside the form, and how to send new leads to your email tool with integrations.
- Input labels and AI context
How the AI understands your form answers — why each input's label should be short and readable, and when to add AI Context for meaning the label can't carry.
- Form step types
Every step type you can add to a funnel form — text, choice, rating, scale, date, upload and more — plus content steps that teach instead of ask.
- Form progress settings
Control the header above your form steps — the progress bar, step counter, progress title, your logo or avatar, and auto-advance on select.
- The AI Outcome Step
What's on the Outcome step in the builder — the report your leads receive, the two preview pages, the segment rail, and the five block families.
- Segments: different outcomes for different leads
Give different leads different reports. Add segments on the Outcome step, set filter rules, reorder to control match priority, and build each segment's own blocks.
- Report prompt, grounding, and the generating screen
Two drawers control your AI report: AI Settings holds the report prompt and grounding shared by every AI step, and Generating shapes the loading screen leads watch.
- Lock the report behind email confirmation
Turn on Lock via email so leads confirm their address before seeing their report. They see a "check your email" page, and the report arrives as a link in their inbox.
- Edit the email a segment sends
Each segment sends its own email with the lead's report link. Edit the from name, subject, body, and button — and add automations that fire when a lead enters the segment.
- Signals Steps
Signals are AI steps that run behind the scenes after a lead submits — score or tag leads, extract details, or prepare data for your integrations. The lead never sees them.
- AI Blocks
AI blocks write personalized content for every lead on the Outcome step — what they are, the full list, and the settings they share.
- Premium AI Blocks
The blocks that use heavier AI — image generation, live web research, audio, and code — and what they cost. Each generation consumes Premium AI credits.
- Action blocks
The blocks that ask the lead to do something — Buttons, Calendly, Link Card, Download, and Product Card — and what each one is for.
- Media blocks
The blocks that show or play media — Image, Video, Audio Player, Embed PDF, and Embed URL — and the settings each one offers.
- Content blocks
The static building blocks — headlines, text, lists, social proof, and layout pieces — that frame the AI content on every step of your funnel.
- The Writer block
The Writer block generates rich text for each lead — report sections, summaries, and lists — with format and length controls.
- The Checklist block
The Checklist block generates a personalized action checklist for each lead, with a concise or detailed level of explanation per item.
- The Email Writer block
The Email Writer block generates complete email copy for each lead — follow-ups, welcomes, pitches, or newsletters — with a tone control.
- The Planner block
The Planner block runs behind the scenes — it structures the lead's answers into a plan that later AI blocks build on. It never appears on the report.
- The Score block
The Score block gives each lead a score out of 100 on a visual dial, with a headline explaining what the number means for them.
- The Rating block
The Rating block rates each lead on a small scale — out of 5 by default — shown as dots, segments, or icons like stars, with a one-line verdict.
- The Bars block
The Bars block scores a lead across several areas and shows them as bars — AI-picked dimensions or bars you define yourself for comparable scores.
- The Steps block
The Steps block lays out each lead's next moves as numbered cards — 2 to 5 steps with markers, layouts, and a sub-text line you can steer.
- The Timeline block
The Timeline block puts a lead's next phases in order on a visual rail — 3 to 6 phases with what happens in each, personalized per lead.
- The Image Template block
The Image Template block fills one of your Dynamic Image templates with AI-written text per lead — same design every time, their details on it.
- The CTA block
The CTA block closes the report with a call to action written for each lead — the AI writes the copy, you control the button's destination.
- The Graphic block (Premium)
Generate a custom AI image for each lead's report — infographics, diagrams, social posts, hero graphics — with type, style, and wait-mode controls.
- The Research block (Premium)
Search the live web during report generation and weave real, current information into each lead's outcome. Query modes, categories, and setup.
- The Scrape URL block (Premium)
Read a website the lead provides — their homepage, a listing, a profile — at generation time, so the report can talk about their actual site.
- The Audio block (Premium)
Add an AI-voiced narration of the report to each lead's outcome — script types, voices, and the word-by-word transcript option.
- The Code Widget block (Premium)
Put an AI-built interactive tool in the report — a calculator, checklist, or planner. Each lead's progress auto-saves, so they can come back to it.
- The Web Designer block (Premium)
Have the AI design a complete, styled web page from each lead's results — page goals, color modes, and download options.