How to create a funnel

There are two ways to create a funnel, and you can combine them: paste a URL and let the AI build from your content, or describe the funnel you want. Either way the AI generates the whole thing — signup page, form questions, and the personalized outcome — and you edit everything after.

Create a funnel

  1. From your funnels list, start a new funnel. You'll land on the create page.
  2. Paste a URL (optional) — a link to an article you wrote or a YouTube video. The AI reads the content and builds the funnel around it, so the promise and the report match what your audience just consumed.
  3. Describe what you want in the prompt box. For example: "An audit that scores coaches on how launch-ready their offer is and shows them what to fix first." If you pasted a URL, the description is optional — use it to steer the angle.
  4. Pick a Type — the kind of outcome the funnel builds toward, like a score, audit, plan, or report.
  5. Optionally choose a brand theme, an integration for new signups, and a Link to use as the report's call to action.
  6. Click Build My Funnel.

What the AI generates

The AI builds all three steps: a Start page with the signup promise, a Form with questions designed to feed the personalization, and an Outcome step with the AI blocks that generate each lead's report.

Good to know

  • The generated funnel is a first draft. Open the builder to tighten the promise, cut questions you don't need, and adjust the outcome.
  • Nothing is locked in at creation — theme, questions, and outcome blocks can all change later.
  • The more specific your link or description, the better the draft.

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