AI Blocks
AI blocks are Outcome-step blocks whose content the AI writes fresh for every lead. When a lead finishes your form, each AI block generates from their answers — so two leads with different answers get different reports.
Every AI block draws on the same context: the block's own prompt, the lead's form answers, output from earlier AI blocks, your funnel-wide Report Prompt and Grounding sources (in the AI Settings drawer), and any Skills you attach.
The blocks
- Writer — rich text: report sections, summaries, bulleted lists.
- Checklist — an action checklist written for the lead.
- Email Writer — complete email copy, ready to send.
- Planner — a hidden step that structures data for later blocks.
- Score — a score out of 100 with what the number means.
- Rating — a rating out of 5 (or your scale) with a one-line verdict.
- Steps — the lead's next moves as numbered cards.
- Bars — several areas scored side by side, showing the gaps.
- Timeline — the lead's next phases in order.
- Image Template — fills one of your Dynamic Image templates with the lead's details.
- CTA — a call to action written for them, pointing where you choose.
Add them from the Outcome step: Add Block → AI Blocks. Image generation, research, and other heavier steps live under Premium AI Blocks.
Settings every AI block shares
- Prompt / Instructions — what this block should produce. Combined with the lead's answers and earlier steps, so you can write "based on their goals…".
- Skill — attach saved Skills instead of rewriting the same instructions per funnel.
- Intake Data — all form answers, or only fields you select.
- Prev. Steps — which earlier block outputs this one can reference.
- Loading Phrases — what the generating screen cycles through while it runs.
Good to know
- AI blocks are available on paid plans.
- The report generates once per lead, after they submit — a signup is required before anything runs.
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